# The Ultimate GoHighLevel Free Course 2026

https://www.youtube.com/watch?v=n9E8AxT0wv4

[00:00] Are you frustrated trying to figure out go highlevel on your own?
[00:04] In this 11-hour free course, I'm going to show you exactly how to master highle to go from zero to pro.
[00:12] No shortcuts, no missing steps, and a clear path for you to crush it with high level in 2026.
[00:21] Okay, so we're going to be going over high level today.
[00:24] I'm not even kidding you.
[00:26] This is going to be the most in-depth tutorial you've ever seen ever.
[00:27] We are going to cover every single one of these tabs, what they do, even the settings, even agency view and the mobile app.
[00:36] We're going to be covering all things hideout.
[00:37] That's why this video is super long.
[00:39] It took me forever to make, but we're going to be covering everything.
[00:42] So, please seriously like get ready to pay attention cuz this isn't going to be just some quick tutorial.
[00:47] This is going to be super in-depth and super tactical with everything I know to help you on this journey.
[00:53] The last really important thing I need to go over with you before we jump in is if you have any questions at all, okay, during this video at all, please drop them down in the comments.
[01:00] Will answer personally.
[01:02] This is really important for you to go along through this video and learn step by step and then get your questions answered.
[01:07] Okay, this is how you're going to learn this even faster.
[01:09] So, make sure if you have any questions, you drop them down below cuz I'll be answering personally.
[01:12] And again guys, that is a way you will learn this faster.
[01:15] Without further ado, let us jump in to the most in-depth highle tutorial available on YouTube in 2026.
[01:20] Let's get it.
[01:22] So, first thing to go over before we go through all the tabs and agency view and all this good stuff is this bar right up here because this is going to be on all of your highle pages.
[01:30] Now, what this is is this is basically a quick access bar.
[01:34] So, this is just to make phone calls.
[01:36] You're most likely not going to need that.
[01:37] There's other ways of doing that.
[01:39] This right here is to ask AI to do stuff for you.
[01:41] So, you can click this and ask AI to do certain tasks for you.
[01:45] Um, up here is going to be the change log.
[01:46] This is going to see changes and what's happening.
[01:48] This right here is going to be all your notifications within your account.
[01:51] Then up here, which is super important, is the need help bar.
[01:55] Okay, when you click this, you will have an option to do a Zoom call, a regular call.
[01:59] This is how you're going to get one-on-one help from
[02:01] The highle team and have all of your questions answered.
[02:05] This is super important.
[02:06] A lot of beginners for some reason don't know where this is, but this will basically be your guide to always getting help fast.
[02:12] So, make sure you utilize this.
[02:13] And then this right here is just going to be, you know, your basic account logging and logging out.
[02:17] So that's just what this top bar is.
[02:19] So now that that is covered, we now need to go over launchpad.
[02:22] So this is the first tab you're going to see in high level.
[02:23] And all this is is an easy way for you to get launched for yourself or for your clients very quickly.
[02:30] Basically onboarding quickly.
[02:32] Now, first up, we have download our app.
[02:34] So this right here, if you click send link, you can put in a phone number and it will send them the link to the mobile app.
[02:38] This is great if you want to quickly get them on the app, which is lead connector, and getting them signed up.
[02:43] But it's also really good if you need to get signed up.
[02:46] So you can put your phone number in here and get signed up very easily.
[02:49] Then we have connecting your Google business profile.
[02:52] So if we click connect, this will connect to Google business profile very quickly.
[02:55] Just to let you know, you can connect a lot of this stuff down in settings, but we'll be going over that later.
[03:00] Um, same with Facebook.
[03:00] If you want to connect your Facebook really
[03:01] Fast, you just click connect, walk through the steps.
[03:03] It's very simple.
[03:04] It'll show you exactly what to do through your info.
[03:07] Then we move on to generate leads with the chat widget.
[03:08] Honestly, the chat widget has changed so much recently, and I go over that later in the video.
[03:12] That's under sites.
[03:14] I wouldn't even worry about that for right now.
[03:15] Um, so don't even really do anything with that.
[03:18] Um, this one right here, which is integrate WhatsApp, this is if you want to connect WhatsApp into your account quickly.
[03:22] Again, there's other ways of doing that.
[03:24] The Launchpad just makes it quick and you would just click connect and follow that along.
[03:27] Then to connect Stripe, this is a payment processor to collect payments.
[03:30] This is where you would connect it.
[03:32] You would just click connect, go through, put your info in, and just take it just like that.
[03:37] Then we have EX listings.
[03:39] Again, that's in another place, so I wouldn't really plug it in right there.
[03:42] And then if you want to connect WordPress, you can do the same.
[03:43] Now, real quick before I move on to this last one, a lot of these things are done all in other places in high level.
[03:49] It's just in the launchpad.
[03:52] It's a fast way to do them right here, which seems more simple, but to be honest, I like doing them um some of these other ones in other places like WhatsApp and whatnot.
[03:59] But don't worry, guys.
[04:00] We're going to be going over that all throughout this.
[04:02] Video.
[04:03] Um, last but not least, we have quickly add team members.
[04:05] So, this is if you want to add a team member to High Lee.
[04:08] So, you want to basically give access to someone else to your Highle account, you can just click add.
[04:13] Okay, put in their email, send invite, and it's going to send them an invite to basically become a user of this account.
[04:18] Again, there's another place to do that, but this is an easy way to do it very quickly.
[04:24] So again, guys, the launchpad is just an easy way to get started really fast with some basic core stuff, but all of this stuff can be done in other places in high level.
[04:32] And throughout this massive video, you will see the other ways I do this, but that is what the launchpad does.
[04:38] So really quickly, if you don't know what the dashboard is, it is essentially a place where you will see all of the data from your entire highle sub account in one place.
[04:46] So you can know how many calls you got, how many people opted in, how many leads you got, how your Google business is ranking on Google, just all of that stuff in one place.
[04:54] And this is really powerful, okay?
[04:56] Not only for you to see what's working and what's not working very quickly, but for your clients to see what's working so they...
[05:02] Know why they're paying you.
[05:04] And later in the video, I'm going to talk about reporting and sending reports to them to also help us because this is one of the missing pieces I see constantly with agencies and their clients.
[05:13] They're not properly showing the data.
[05:15] And the cool part is you can customize these dashboards to look any which way.
[05:18] And you want them to look something more like this, where you're seeing all kinds of updates, revenue, conversion rates, things that really make business owners go, "Wow, this is why we're paying you."
[05:28] So, this is one of the reasons why this is so powerful and it's often overlooked, but we want to make it look something more like this.
[05:35] And this is a live dashboard, by the way.
[05:37] So, what we're going to be doing in this video is I'm going to be going over how, okay, to customize your dashboard, what widgets to put in, and really how to clean it up and make it look better, but also we're going to be going over this AI feature that has been infused into the dashboard.
[05:50] So, the AI will help you read data and do all kinds of other stuff.
[05:53] So, the first thing to know is that you can have multiple dashboards in High Level.
[05:57] So you come right here and you click this button.
[06:00] You can actually add more dashboards and you can create from blank, from the template library or
[06:04] Clone.
[06:06] And you can basically have multiple in here.
[06:07] So if you want to just pick and choose certain ones, that's where you'll find them by clicking this.
[06:11] But if you want to edit said dashboard right here, we're going to come right up here to click edit dashboard.
[06:18] And you're going to be brought to a page that looks like this.
[06:21] So the first thing I want to show you is that if you want to delete or move anything around, it's very easy.
[06:24] You would come right in here.
[06:25] You'll click these three dots and you'll click delete and it's gone.
[06:28] If you want to move anything around, you will just grab it and drag it around.
[06:32] Again, you can only do this when you're in the editing.
[06:34] So, if we come to save changes, it doesn't work.
[06:36] Doesn't do anything.
[06:36] This is what a lot of people do.
[06:38] Like, oh my gosh, I can't edit.
[06:39] It's like, well, you got to click edit dashboard first.
[06:41] But from there, we can move and really make this look any which way we want.
[06:45] But now, what we're going to do is we're going to go over all the things you can add into your dashboard.
[06:49] So, first off, we have widgets.
[06:51] And in widgets, the first thing you'll see are these chart types.
[06:53] This is just the way it's going to make it look.
[06:54] So, numeric, donut, line, bar, horizontal bar, and then table.
[07:00] Again, these are like different kinds of graphs.
[07:02] Like you see right here, this is a donut.
[07:02] You can choose
[07:04] How you want that to be displayed in each widget.
[07:07] Um, and you just click as is there.
[07:10] But then you have basically the different widget parts you can add.
[07:13] And these are just data points on here.
[07:15] So, each one of these will have a little number here.
[07:18] And this is the different points that you can add.
[07:20] So if we come into contacts and we click this drop down, you will see almost everything on contacts right in here.
[07:24] Okay.
[07:27] So if you want to have a contacts count, we just click this right here.
[07:29] Everything looks good.
[07:31] You can click advanced setting if you wanted to add anything with date ranges.
[07:34] But then you'll just click save and it will now pop up.
[07:37] So anytime you get contacts, they would be fed into the account.
[07:41] But see, that's how you just add one.
[07:43] But there's many to add.
[07:45] And it's up to you on how you want to make this look.
[07:49] But in contacts, we have basically everything to do with contacts in the account.
[07:51] You know, new ones coming in and whatnot.
[07:54] We then have appointments.
[07:55] So, think calendars, booked calls, all that kind of stuff.
[07:58] We then have opportunities.
[08:00] So, think like pipelines and sales, leads coming in, visitor data, how many views, what your funnel is doing, tracking, emails.
[08:07] Bounced, open, delivered, unsubscribed calls, how many calls are you getting, you know, who's coming in, basically stuff like that, conversations, you know, where are you getting messaged from?
[08:16] Are they unread?
[08:18] You know, all this stuff with messaging payments.
[08:20] So, this is like exactly what you think, revenue.
[08:21] Like, if we come over here, you'll see like it's revenue involved and stuff like that where it'll show them like this is how much money you've made.
[08:28] We have all kinds of stuff with opportunity status, too, but that'll all be in revenue.
[08:31] And then we have stuff with meta ads, some basic general stuff, and then more Google Analytics.
[08:38] And the whole point about all of this stuff is you're just showing the data in an easy to see way because a lot of people will come on to High Level, especially your clients, and they'll come in here and they're like, "This looks cool, but what the hell does this mean?"
[08:50] And they won't see anything because your dashboard doesn't say anything.
[08:52] And when you create the dashboard properly to show them what's working, what's not working.
[08:56] It gives everyone a better idea of what's going on.
[09:00] So again, what you need to do is you need to just figure out exactly what data you want to have and then you put it in.
[09:05] So, if you want some
[09:07] Pointers from the wizard and like what would I do with a dashboard if I was first starting out?
[09:11] If you're working with a basic brick-and-mortar, you know, business, you want a couple key things.
[09:15] So, first off, the first thing I would choose in this data point is I would do stuff with appointments.
[09:20] So, show them how many different appointments they're coming in and stuff like that.
[09:23] Leads.
[09:25] Show them the leads.
[09:27] You can put all kinds of stuff, calls to assign to, but most importantly, I would focus on the payments revenue and, you know, people coming in, new, you know, new deals, stuff like that.
[09:34] Cuz that's what's really going to wow them.
[09:35] It's going to be like, "Oh, wow.
[09:36] We just made that much money.
[09:38] So, that's what I would do if I were you.
[09:39] And again, you just drag and drop and put it right in like that.
[09:41] And again, for anything you're not using, delete it.
[09:45] Really important.
[09:47] Like a lot of people will leave stuff with Facebook ads and Google Ads.
[09:49] Don't leave that stuff.
[09:52] Get rid of that.
[09:53] Get rid of it if you're not using it because all it's going to do is it's going to confuse people, especially if you don't have Google Analytics.
[09:58] Like, it literally just clouds it and it just looks dumb.
[10:03] Use only the things you're going to use.
[10:04] And you want the dash to recompact and show the data points you want to show.
[10:06] Really, really important.
[10:08] I see this constantly and it's actually really frustrating because a lot of people would do a much better job marketing if they showed the data better.
[10:17] So then what we can do if it looks really weird is we can come down here and we can go like that and we can enlarge stuff.
[10:22] So we come right here and then what we can do is we come right here and we can come to the side.
[10:25] Isn't that pretty neat?
[10:27] And we can do more like this and get this over here and we do a little bit of that.
[10:29] Yeah.
[10:31] And then that's what you can do.
[10:32] You can basically create the dashboard too by moving it around like that.
[10:36] So very easy, very nifty.
[10:39] I mean again like you know exactly what to do.
[10:41] You come in, you drag and drop, you click if you want to delete, if you want to get rid of it, you click delete.
[10:45] And if you want to add anything, you add it over here.
[10:47] Very simple.
[10:48] If you guys have any questions, drop in the comments down below so I can answer.
[10:51] So at this point, all you have to do is go in and create the dashboard on the data that you want to show your clients.
[10:55] From there, we then can edit the way we want the data to look.
[11:00] So again, widgets is going to be what data you have.
[11:03] Elements and themes is going to be the way you want the data to look.
[11:05] So if we come into elements, we can then add some stuff.
[11:07] So we can add stuff with
[11:08] Code, which can be like Google Sheets, YouTube videos.
[11:12] We can add basic text.
[11:12] We can add images.
[11:13] We can add text files.
[11:15] We can add all kinds of stuff.
[11:15] And actually, one of the things I'd say that can help sometimes is if you come right in here, okay, and you add an image.
[11:22] So we're just going to come into the stock library.
[11:24] Say you uploaded something, but we're just going to type in logo.
[11:27] This is just strictly for test.
[11:27] We're going to pick the Lamborghini logo.
[11:33] What we can do is we can save.
[11:33] Okay.
[11:34] And then it'll pop up here.
[11:34] And what you can do, say this is their logo.
[11:38] Again, I'm just demoing.
[11:38] You can put their logo in at the top to make it look more official, like, oh my gosh, this is their dashboard, which I'm telling you guys can be super powerful.
[11:47] You don't have to do this, but is something you can do.
[11:49] Obviously, don't use the Lamborghini logo, use their real logo.
[11:53] I'm just showing you for a test, but it can be very powerful.
[11:55] And it's just one of those things guys that's going to help tremendously in showing them the data, not telling them which is what you want.
[12:02] So again, you can add any of these right here.
[12:04] Then we have theme.
[12:04] So this is just the different colors.
[12:05] Like you come right here, you can change the colors and you can even do a custom.
[12:09] Theme where you pick the exact colors again, which helps a lot.
[12:12] Then you have custom metrics, which is just adding in certain metrics that you created from scratch, which can be a little tricky.
[12:17] But that is essentially how this dashboard works.
[12:19] It is that simple.
[12:21] So once you're all done, you just click save changes and then you're good to go.
[12:24] But up here as well, you can clone this dashboard, duplicate to another account.
[12:28] This is really handy if you want to put in another sub account.
[12:31] Upload a dashboard template and you can go from the marketplace set as a default dashboard if you have multiple and then manage time zones and a couple other things like permissions.
[12:39] But then from there, you're done.
[12:41] That's all you have to do with your dashboard.
[12:42] Now what we have is we have this new AI feature that can summarize the dashboard.
[12:46] So, if we come in here and we click this, what it's going to do is it's going to pull up Ask AI and it's going to summarize stuff.
[12:52] And this is only going to get better.
[12:53] So, as you see right here, it's coming in, it's talking about the opportunities are zero and there's no manual actions because this is a test account.
[12:59] So, obviously, there isn't a bunch of stuff in here, but the idea is it's going to come through.
[13:02] It's going to summarize all your data and you can ask it questions like, well, how many calls did I get and where?
[13:07] And again, I
[13:11] Don't have anything, so nothing's going to pop up in the sub account.
[13:14] But what it will do, or I've tested it on live accounts, it will go in, it'll be like, you got this many calls from here and there.
[13:19] And it's just going to make the data easier to read.
[13:21] And again, as you see here, it's not saying anything.
[13:23] It's going to only get better.
[13:25] I want to make this abundantly clear.
[13:27] Some of these new AI features, people like, "Oh, that's not that great."
[13:29] But it'll get to the point where it can synthesize data much faster and it will understand certain things and give you better feedback and show you how to improve it.
[13:36] And then you also see, if you come down here, you can see little AI insights.
[13:39] You can click it and it's going to give you little AI insights on each individual bar or graph or whatnot like this.
[13:45] As you see right here, it's going to show you exactly what's going on.
[13:48] So, you know, you know, the whole story.
[13:50] So, it's very handy.
[13:52] It's very helpful.
[13:54] And guys, at the end of the day, you want to show what you're doing is working.
[13:56] Cuz if you don't show, then you're just constantly telling they don't believe you.
[13:58] That's why data is really important.
[13:59] But now, what I want to do is I want to link a video at the end of this video that's going to go over reporting.
[14:03] It's really important because it's a separate video.
[14:05] But what reporting does is it takes this dashboard, cleans it up, puts it in a nice summarized report, and emails them every week or every month.
[14:11] So you don't
[14:13] have to show them or you don't have to give them access to high level.
[14:16] Because here's the other thing, they may not be coming into the sub account.
[14:20] They may not have access, but what they can have access to is a report that gets emailed to them every month, which makes you look better, like you're being proactive, but it also shows them the data.
[14:31] So it's one of those things, too, that's just super handy.
[14:33] And it's the cool too if you have a bunch of clients, what you can do is you can create snapshots or you can duplicate this custom dashboard that you created to other accounts.
[14:40] You have the same kind of blueprint and then from there when you onboard clients you get everything set up and your reports just go out like clockwork and it's very smooth.
[14:47] It's very efficient.
[14:48] It's very powerful.
[14:48] Conversations tool in go high level is an all-in-one message dashboard.
[14:53] Okay.
[14:53] So if you have a message from a chat widget, an Instagram DM, a Facebook DM, an SMS, you know, a text, a WhatsApp message or an email, it all goes into one place.
[15:04] So as opposed to you jumping from Instagram to Facebook to WhatsApp, all of your message go into one dashboard.
[15:10] So you can be on your phone, on your computer, just answering them like this.
[15:12] And again, so much better.
[15:13] Than the old way.
[15:14] Old way is jumping from platform to platform to platform.
[15:16] This is the old way.
[15:17] You're on Instagram, then you jump over to Facebook, then you jump over to email, and then you're in WhatsApp.
[15:21] The new way is so much easier.
[15:24] You in one place in one dashboard answering all of the messages.
[15:28] I mean, you have to see how valuable this is.
[15:29] This saved business owners so much time because again, you're not jumping from platform to platform.
[15:34] You're just in one spot answering all the messages.
[15:36] But then we take it a step further and we turbocharge this process with AI.
[15:40] As if this wasn't good enough, we then go and we get rid of you and we add an AI chatbot that answers all of these messages from one place.
[15:50] So opposed to you coming in, okay, and working all of these, you now can have a robot come in and do all of your customer support, all of your sales, all of your text-based messaging, there is nothing more valuable than this.
[16:01] If you have a lot of people messaging you, this will save you so much time.
[16:08] You have to understand how valuable this is for business owners because business owners obviously want sales, but they want their time back.
[16:14] You ask anyone what is the most time-consuming part of most local business, it's messaging people.
[16:15] It's working the leads.
[16:18] It's doing all this.
[16:20] If you get in, the AI chatbot can come in and do all of this for you.
[16:25] Imagine you getting, you know, messages from your website, messages from Instagram, messages from, you know, your text, your number, WhatsApp messages, all coming to one place.
[16:32] And then you have an AI chatbot taking care of all of it.
[16:36] There's nothing more valuable than that.
[16:38] So again, this is one of those services that you need to be selling because it is so valuable.
[16:41] And I hope this visual representation explains this to you and explains the power.
[16:45] This will save business owners so much time and business owners are willing to pay a premium for time.
[16:52] Now that you understand how it works, let's do a quick tutorial in here so you get it.
[16:57] So the first things is the conversations tab, which we're going to be going over in a second.
[16:59] The second is the manual actions tab.
[17:02] So all this is is any sort of manual action that you add in the conversation.
[17:06] So do you want to put this contact, this conversation into a workflow?
[17:10] Do you want to assign it to a certain user?
[17:12] This is things you do manually.
[17:14] Then you have snippets, which are pre-made messages that you can.
[17:16] Send out.
[17:18] So you don't have to keep typing the same thing over again.
[17:19] For example, what are your hours?
[17:21] You could just have your hours in a snippet.
[17:22] And to do this, you click add snippet.
[17:24] You either pick text or email.
[17:26] So we'll do email.
[17:29] You come right in here.
[17:30] We'll just put this.
[17:32] Obviously, you're going to put the name, the test, and the email in, but we're going to do this is really cool.
[17:36] So you put in whatever you want, but check this.
[17:38] Now we have our snippet that we can use.
[17:40] So, if we go back here, okay, and we come right to this conversation, we'll send it to myself.
[17:43] We can click insert snippet and then we do this is really cool and it's a pre-made message.
[17:48] So, again, if you're on the phone and you're just sending people up, this can be super powerful.
[17:51] And again, with an AI chatbot, you're not really going to need a can do it, but if you're doing it manually, these come in handy.
[17:57] Last but not least, we have trigger links.
[17:58] All a trigger link is is a link that when it gets clicked, it triggers a sequence of events.
[18:03] It can put a workflow into action.
[18:04] It can send emails.
[18:06] It can do all these other things.
[18:07] So these can be very valuable for once someone books a call and you can do all kinds of stuff like that.
[18:10] And again to do this you would just add your link, enter the name, put in the URL, make sure your automations are set up and whatever you're trying to do is
[18:17] Configured.
[18:19] And then again under analyze you'll be able to see everything that has happened with said trigger link.
[18:23] Now that you understand these, we now need to move into the conversation itself.
[18:27] So first we have unread.
[18:28] This is all your unread messages.
[18:30] We then have recent, so all your recent messages.
[18:32] We then have starred.
[18:34] So this is all your important messages.
[18:35] To do starred, by the way, you come right in here.
[18:36] We'll come right here.
[18:38] We click this right here, this little star, and then we come back into starred.
[18:42] And boom, it now gets all your important messages.
[18:44] And then all is just all of your messages.
[18:47] And then while we're in here, we'll just go over to this theme.
[18:50] You basically can archive it, which gets rid of it, you know, puts it in the archives.
[18:53] You can mark as red, so it moves out of the unread.
[18:55] You can delete, which will just delete the conversation entirely.
[18:59] And then you have filters.
[19:02] So the filters here are the same as over here.
[19:04] What they do is they filter the conversations tab by just Instagram, just red, unread, whatever you want right here.
[19:11] You know, adding stuff by opportunities.
[19:13] You pick right there and then you can filter the conversations.
[19:16] And over here you have the same thing which is the quick.
[19:17] Filters where if you go I only want SMS, we click apply, it only pulls up SMS.
[19:23] If we come right in here and we go I only want email, we click apply, it's only going to pull up email.
[19:29] We come in here and we want to do, you know, WhatsApp, Instagram, whatever.
[19:34] You just click this and it will only pull up that.
[19:35] So that's how you filter it.
[19:37] By the way, to get out of it, you just would click this and click apply and you get rid of it.
[19:40] This is really cool, though.
[19:41] So you can create a new message, okay?
[19:43] And you have two different options right here.
[19:44] You can do a direct message where you pick a contact, either text or whatever, and send them a message.
[19:51] Or what you can do, okay, we have in here is group message, which this will just send a message to a ton of different people.
[19:57] And this is kind of like in contacts when you pick all the contacts and you send out a broadcast message.
[20:02] This is what it's like.
[20:03] So you put the phone number and then you pick what you want.
[20:05] And again, if you were doing, you know, an SMS email would be like that.
[20:08] Um, but once we have that memorized, we then come right over here.
[20:13] Okay?
[20:13] And we have this.
[20:13] So on this right hand side, we will have all of the info on a conversation.
[20:18] contact. So you'll have name, number,
[20:20] email. You can turn on do not disturb,
[20:22] which doesn't send them anything. And
[20:24] you have all of that. And then in here,
[20:26] okay, you have the contact, which we
[20:27] just went over. We have appointments. So
[20:29] you can click this plus. You can add
[20:31] them to an appointment, you know, so
[20:33] they book a call. And this is all
[20:34] manual, by the way. Opportunities, you
[20:36] can add them into an opportunity. You
[20:38] can come right in here. You can add a
[20:40] task, you know, pick whatever you want,
[20:41] click create task. Again, you just click
[20:43] the plus and go right through. Then you
[20:45] have notes where you can just add a note
[20:47] and then pick, you know, whatever you
[20:49] want and click create note. So you have
[20:50] this little sidebar of these little
[20:52] extra additional options.
[20:54] Last but not least in here, you come
[20:57] right down here and you have the message
[20:59] part itself. So right in here you can be
[21:02] the formatting. So this is how you want
[21:04] the text to look. Okay? You know just
[21:06] like on all of other highle stuff you
[21:08] just pick what you want and add it. It's
[21:10] it's it's very simple. You know it's
[21:11] like using a word doc. You know what
[21:13] font, what size, attach files. So
[21:15] depending on if you want to have a file
[21:16] in there. So you can upload from the
[21:18] system or choose from the media library.
[21:19] Just click it like that. Very simple.
[21:21] You then have add a link. So you can put
[21:23] in a trigger link or whatever you want
[21:24] in here, a URL. You would just add it,
[21:26] follow the steps. Again, I'm going
[21:27] through this quick these parts because
[21:29] it's so self-explanatory. You literally
[21:31] put in a URL and go through. So it's,
[21:34] you know, I'm assuming you understand
[21:35] that's very simple. Again, if you guys
[21:36] ever have questions, you can drop a
[21:37] comment down below. You can add an
[21:39] image. So you can, this can be from the
[21:41] media storage or you can embed
[21:42] something. Right now, you can come into
[21:44] assert emoji. So you can pick an emoji
[21:46] from whatever you want to add to your
[21:48] messages. Insert snippet. Remember we
[21:50] did this earlier up in snippets. This
[21:52] will just be able for you to insert the
[21:54] snippet. Then in here you can request a
[21:56] payment. So you put in the item name,
[21:58] the price, you can pick a product, copy
[22:00] link, mark as sent, and then you can
[22:02] click send. So that'll basically send
[22:03] out a payment. And then right in here,
[22:05] this just has all of your custom fields,
[22:07] custom values, any little things you
[22:09] want to add, you know, like I want their
[22:10] full name always to pop up. This stuff
[22:12] is more used for in bulk, but again, you
[22:14] have access to right here. And then
[22:15] right here, this clicks clear. This
[22:17] removes everything. This clicks send.
[22:20] This will send the thing itself. And
[22:22] then right here, this will schedule said
[22:24] email. And we don't have anything. So if
[22:25] we click this, I'll show you right here.
[22:27] We click this. You pick the date, you
[22:29] pick the time, you pick the time zone,
[22:30] and send schedule. And this will
[22:32] schedule said message. Now that you
[22:34] understand how the conversations tab
[22:36] works on desktop, let me show you how it
[22:39] works on the mobile app. We would just
[22:40] come right into conversations. Okay, we
[22:42] click this right here. And you're
[22:43] brought to this list. So the first thing
[22:45] you can toggle um sub accounts up there.
[22:48] Okay, you, [snorts] you know, come in
[22:50] here to create what conversation you
[22:51] want or search what conversation you
[22:52] want. Okay, right into filter. Okay,
[22:56] this is the first one you're going to be
[22:57] going through. This just has all the
[22:58] filters just like we talked about in
[23:00] desktop. We then have unread, we have
[23:03] starred, we have latest all, latest
[23:05] message direction, latest message type,
[23:08] last message channel assigned to just
[23:10] like in the desktop. It's the same thing
[23:12] just in a different place. You access it
[23:14] like that. And then for any of the
[23:16] messages, you would just swipe to the
[23:18] side. You can unstar them. You can
[23:20] archive them. And then clicking these
[23:21] three dots. You can mark as red. You can
[23:24] do anything with contact info. And then
[23:25] you can delete said conversation just
[23:28] like that. So it's very simple, very
[23:29] straightforward. And this plus is
[23:31] sending a new message, a new email.
[23:33] Simple as that. And then again, this
[23:35] lightning bolt is just all those quick
[23:37] things like sending email, adding a
[23:38] contact, and so on and so forth. By the
[23:40] way, if you are confused about how the
[23:42] mobile app works at all, I have a full
[23:43] tutorial on this. So, please check it
[23:45] out. Just a quick note now that you
[23:47] understand how this all works. If you
[23:49] are like completely new, I recommend you
[23:51] go to my channel and watch my basic
[23:52] videos on how to, you know, integrate
[23:54] Facebook and your number and all this
[23:56] stuff and Instagram. Cuz if you don't
[23:57] have any of that, this isn't going to
[23:59] work cuz you have to learn how to
[24:00] actually have this all set up. So, your
[24:01] account has to be set up in order this
[24:03] to work. But all the stuff in the
[24:04] conversations tab, all of the Instagram,
[24:06] the Facebook, all this stuff pops up
[24:07] once you connect and integrate it with
[24:09] High Level. And again, go to my channel,
[24:11] please. I'm assuming you've already
[24:12] watched. I have so many videos on that.
[24:14] It's very straightforward. Again, if you
[24:15] have any questions, you can drop a
[24:16] comment down below. Um, but that's how
[24:18] it works in a nutshell. But now that you
[24:20] have this all connected, you now
[24:21] understand how the conversations tab
[24:22] works. Now, let's go into the super
[24:25] powerful part, which is powering this
[24:27] tool with AI. Go down to the chatbots.
[24:30] We're going to click settings. We're
[24:31] going to come right down to
[24:32] conversational AI.
[24:34] I'm going to start this. So, again, I
[24:36] have a full video on this on my channel.
[24:38] I'll link it at the end of this video.
[24:40] Please watch that video. I'm assuming
[24:42] you know how this works. Okay, I'm I'm
[24:44] not going to be doing a tutorial on
[24:45] this. I'm just going to show you the
[24:46] power of this and how to how to do it.
[24:48] But again, I'm assuming that you already
[24:51] have this set up. And again, if you
[24:52] don't, please watch the video at the end
[24:53] of the video cuz I'm going explain it.
[24:54] So, we're going to turn this bad boy on.
[24:55] We're going to come right in here. We're
[24:57] going to click exactly what we want to
[24:59] add this to. So, now we pick what we
[25:01] want to add to. So, remember, we come
[25:02] back here. We notice, oh yeah, we got
[25:04] Instagram, we got email, we got, you
[25:05] know, a text, all this stuff. We want to
[25:07] add it in here. Right now, the chatbot
[25:09] cannot go through email or WhatsApp. It
[25:11] will be being added soon, but everything
[25:13] else is available. So, we just click
[25:15] which ones we want. Then, we click save.
[25:17] Okay. Now, we're going to come back to
[25:19] this conversations tab, and I just want
[25:20] to show you the power of the AI because
[25:22] I'm going to send this thing a couple
[25:23] messages, and I'm just going to let you
[25:25] see it answer for people, and I'm just
[25:27] going to be hands off. So, we're going
[25:29] to hit it through Instagram and through
[25:31] text message. Check this out. Okay,
[25:34] right there, we clicked hello. Okay,
[25:36] we're going to click this bad boy. This
[25:37] is me DMing this. Boom. I'm not even
[25:41] touching it. Okay, this is my phone.
[25:43] This is messaging it. May I get a
[25:47] haircut? Okay, this is me saying this.
[25:50] Hands off. Hands off.
[25:53] Okay.
[25:58] Boom. Right. See, I'm not even doing
[26:01] anything. And again, depending on what
[26:03] you want to do to configure it, it'll
[26:04] just start talking to you. It'll
[26:05] schedule them. It'll book appointments
[26:07] completely handsoff. So, all you got to
[26:09] do is configure the bot properly, watch
[26:10] the video to get this. But what I'm
[26:11] going to do now, which is really
[26:13] interesting, is I'm going to message it
[26:14] through text. Remember, it can handle
[26:15] multiple conversations at different
[26:17] times.
[26:23] All right. So, we just messaged it.
[26:25] Hello.
[26:34] Look at that. It's already messaging it.
[26:40] All hands off. Look, just all hands off.
[26:41] It's doing it. It's doing it. Look at
[26:43] this. Look at how cool this is.
[26:49] It's doing all the work for you. Do you
[26:51] see how powerful this is? I can just sit
[26:53] back and let the AI chatbot take care of
[26:56] all of these channels and all I have to
[26:58] do is configure it properly and it will
[27:00] sell for me, do customer service for me
[27:03] and do anything else I ask 24/7 without
[27:06] complaining, asking for a raise or
[27:08] anything else. This is the future. So
[27:11] you could basically have so many
[27:12] different people from so many different
[27:13] platforms messaging you at the same time
[27:15] and as opposed to you being a human
[27:16] jumping from thing or or trying to
[27:18] answer all them, the adopt can do all of
[27:19] them. You have to understand this is
[27:21] worth hundreds if not thousands of
[27:23] dollars per month to business owners. So
[27:26] to access your calendars, you're going
[27:27] to come right into the highle sub
[27:29] account dashboard and you're going to
[27:30] come right down to calendars. Now this
[27:32] is really important because we're going
[27:34] to go over this in a sec. But to build
[27:35] calendars, it's actually not right here.
[27:38] It's by clicking calendar settings,
[27:40] which it then takes us to. This is just
[27:41] going to be a calendar view, which I'm
[27:43] going to walk you through later in the
[27:44] video, so do not worry. But we're going
[27:45] to click calendar settings. and we'll
[27:47] then be brought to a page that looks
[27:49] like this. So, in this video, I'm going
[27:51] to go through what every single one of
[27:53] these tabs does. But first, we're going
[27:55] to start with just building a calendar
[27:57] so you can learn exactly how to do that.
[27:59] And that all happens within this tab
[28:01] right here. So, before we jump into this
[28:03] entire process, if you have any
[28:04] questions during this video, please drop
[28:06] them in the comments down below because
[28:07] I will be answering them personally.
[28:09] Okay, so the first thing we're going to
[28:10] do is we're going to go and click create
[28:12] calendar. The first thing I want to let
[28:13] you know is that if you're a beginner,
[28:15] pay close attention throughout this
[28:16] entire video because we're going to be
[28:17] going over calendars. But if you are a
[28:19] more advanced person, please pay close
[28:21] attention because there's a lot of
[28:23] updates within High Level and the
[28:24] calendar interface has changed. So,
[28:25] there's a lot for both types of people.
[28:27] So, just pay attention. So, first things
[28:29] first, we have six different kinds of
[28:32] calendars you can pick from. Now, you
[28:34] might freak out and be like, "This is
[28:35] super overwhelming. There's so many."
[28:36] They're actually all very similar
[28:38] because once you understand how to do
[28:40] one, they're all built on the same
[28:41] building block. you pretty much know how
[28:43] to do all six. They just do different
[28:45] things. Okay, so that's just the first
[28:47] thing to note. Once you learn one, you
[28:48] pretty much learn all six. So, first
[28:50] things first, we have personal booking.
[28:52] This is the first kind of calendar, and
[28:53] this schedules one-on-one meetings with
[28:55] a specific team member. Okay, think
[28:58] client meetings, private consultations.
[29:00] The next is a roundroin calendar. This
[29:03] distributes appointments among team
[29:04] members in a rotating order. Think sales
[29:07] calls and onboarding sessions. Then we
[29:09] have the class booking calendar where
[29:12] one host meets with multiple
[29:14] participants. Think webinars, group
[29:16] trainings and online classes. Then we
[29:18] have collective bookings calendar which
[29:20] is pretty much the opposite of this
[29:22] because it's one to many and then many
[29:24] to one. So here we have multiple hosts
[29:26] meet with one participant. Think panel
[29:28] interviews, committee, you know,
[29:30] reviews, interviewing for a job, stuff
[29:32] like that. Then we have two other ones
[29:33] down below here which is the event
[29:35] calendar which is for booking physical
[29:37] events with no host association. Okay,
[29:39] think conferences, public seminars,
[29:40] expose. That's like if you're having an
[29:42] in-person event. And then a service
[29:44] booking calendar which is seamless
[29:46] scheduling for service-based businesses.
[29:48] Spa appointments, repair services,
[29:50] consultations, stuff for hair salons. If
[29:51] you're a service-based business, this is
[29:54] what you're most likely going to be
[29:55] using. Okay, very important. For regular
[29:57] booking, you're most likely to use this.
[29:59] Yes, you can use all these other ones,
[30:01] but these are the most commonly used
[30:02] that I have seen. Okay, so again, we're
[30:05] going to go through one of these, but
[30:06] once you understand the basic building
[30:08] blocks, you'll understand how to build
[30:10] all of them with the little nuances. So,
[30:11] all we're going to do now is we're going
[30:12] to click personal booking calendar, and
[30:14] it'll be brought to a page that looks
[30:15] like this. So, the first step is we're
[30:17] just going to put in our name. So, we're
[30:18] going to do Greg's booking calendar.
[30:22] Okay. Now, here's what's really
[30:23] important. We're then going to be
[30:25] selecting a team member. This is the
[30:26] part where it confuses a lot of people.
[30:28] In order to have a working calendar, you
[30:29] have to have a team member, which is
[30:30] under my staff and under users. So, if
[30:32] we click this, I can click Greg's
[30:34] plumbing pros, but you may not have
[30:36] anyone there. So, let me quickly walk
[30:37] you through this because this is very
[30:38] important. So, what you're going to do
[30:39] is you're going to come back to your sub
[30:40] account. You're going to come down to
[30:42] settings and you're going to go to my
[30:44] staff. Now, you have to create, okay, a
[30:46] staff member to add on. So, follow
[30:48] through very closely because if this is
[30:50] you, it's either going to be you or one
[30:51] of your clients clients or clients
[30:54] employees. So, we're going to come right
[30:55] into add user. I'm going to put the
[30:56] name. So, we'll do Declan and we'll do
[30:58] the wizard. So, you put your name in
[30:59] there and then you're just going to put
[31:01] in your email. Okay. Then you can put a
[31:03] phone number if you want, but this is
[31:04] pretty much good. You don't need to
[31:05] select a calendar because we can do that
[31:06] later. So, we're just going to click
[31:07] next. You can come in here, give them
[31:09] permission to anything you want in the
[31:11] account for now. Just leave it as is.
[31:13] Then, we're going to click save. Now,
[31:15] this is what's really important. We're
[31:16] going to come back here. We're going to
[31:17] refresh the page. And you'll notice it
[31:19] created a personal account. Do not worry
[31:21] about this. This isn't the calendar we
[31:22] just created. It just does this by
[31:24] default. But what we're going to do is
[31:25] we're going to come back to new
[31:26] calendar, click personal booking, put
[31:28] Greg's booking calendar in here. Then
[31:32] we're going to select a team member. And
[31:33] you'll see I now pop up. So that part is
[31:35] very important. A lot of people go, why
[31:37] can't I select calendars? Why isn't it
[31:38] working? It's because you don't have a
[31:39] team member. And what I just showed you
[31:41] a second ago is how you add team
[31:42] members. So we're just going to click
[31:43] Greg's Plumbing Pros. That's all we're
[31:45] going to do. And then this is just the
[31:46] URL we're going to leave as is. Then
[31:48] you're going to pick the duration
[31:49] meeting time. So however long you want
[31:50] the meeting to be, put it in there. Then
[31:52] what we're going to do is we're going to
[31:53] leave all this the same and we're not
[31:55] going to click this. We're actually
[31:56] going to go to advanced settings because
[31:58] if we click this, it's going to stop.
[31:59] It's going to go through and then we
[32:00] have to go back to advanced to
[32:02] customize. This is just a shortcut to
[32:03] save you time cuz I want to save you
[32:05] time. So you're going to click advanced
[32:06] settings. Now in advanced settings, this
[32:09] is where you really configure all the
[32:11] small settings to do with said calendar.
[32:13] So first things first, you can put a
[32:15] logo on your calendar. I recommend
[32:17] putting someone's face, okay, if it's
[32:19] like a one-on-one calendar so they can
[32:20] see it. And you would just click this
[32:21] and you'd either upload it from the
[32:23] system, which is your computer, or the
[32:24] media storage. And this is what it looks
[32:26] like live. This is for the hair salon.
[32:28] It'll show a picture like that, or a
[32:29] logo. So that's where it's going to be
[32:31] live if you're wondering where that's
[32:33] going to go. So then what we're going to
[32:34] do is we're going to go down. We're
[32:35] going to leave this as is. You can put a
[32:36] description if you want in here. Groups.
[32:38] We're going to talk about that later, so
[32:39] don't worry about that right now. Leave
[32:40] as is. Then we get to a very important
[32:42] part, which is the meeting location.
[32:44] This is where the meeting happens. So if
[32:46] we click this, it can happen on Zoom,
[32:48] Google Meet, phone call, actual address.
[32:51] You can ask the booker a time of or it
[32:53] can be a Microsoft Teams or a custom one
[32:55] which you can add all kinds of stuff.
[32:57] But in order to add, say if you click
[32:58] Zoom, it's going to say no user connect
[33:00] to their Zoom account. Later in the
[33:02] video, I walk you through how to set up
[33:03] Zoom, Google Calendar, all stuff. So
[33:05] don't worry, that's just in the next
[33:06] part. But once you have that set up,
[33:08] that's then where this is going to work.
[33:10] So don't worry about this, guys. I'm
[33:12] going to walk you through how these get
[33:13] connected because that's in a later
[33:15] part. but you'll just click them and
[33:17] it'll go through and then from there
[33:18] it'll be exactly where you want the
[33:20] meeting to be and then you're good to
[33:22] go. So then we're going to click save
[33:23] and then we get brought to the
[33:24] finetuning of the calendar timing. This
[33:26] part is very important for the way you
[33:28] want it. So first things first, we have
[33:29] to pick the booking availability. So
[33:31] this is when you are available. So we'll
[33:33] come right in here and we can edit when
[33:35] you're available. So we're just going to
[33:36] click edit and we're going to click edit
[33:37] this schedule. From here you can come
[33:39] in, you can just toggle these on or off
[33:41] or click the delete button. that'll turn
[33:43] off a day and you just pick the exact
[33:45] time you're open whenever that may be.
[33:47] Then you're good to go and you can go
[33:48] through every day of the week and set
[33:50] the exact times you are open. This is
[33:53] where you're going to do that. So you
[33:54] just pick go through and put your exact
[33:56] times in. Then click save. Now this is
[33:58] really important, okay? Because some of
[34:00] you guys might be thinking right now,
[34:01] this looks different than what I have on
[34:03] my computer. It's because these are some
[34:05] of the updates that Highle just rolled
[34:07] out. Okay. So, if your computer doesn't
[34:09] look like this and you're like freaking
[34:11] out because there's some extra little
[34:13] updates, you're just going to come to
[34:14] agency view, come right into settings,
[34:16] click the labs button right here, click
[34:19] sub account. By the way, this might
[34:20] already be rolled out by the time you're
[34:21] watching. I'm just doing this because I
[34:23] go above and beyond. And you're just
[34:24] going to type in calendars. And you'll
[34:26] see we have all kinds of other stuff you
[34:28] can add. And if you do calendar, you'll
[34:30] see too we have all kinds of different
[34:32] stuff. And all you have to do if you
[34:33] want to activate it is click activate
[34:35] features, pick the sub account, and then
[34:36] you're done. If you have any questions,
[34:38] drop them in the comments down below.
[34:39] I'll guide you. This is just in case
[34:41] you're not seeing the updates, but for
[34:42] the most part, if you're watching this,
[34:44] you should see it. And this right here
[34:45] is something we're going to talk about
[34:46] later, which is a scheduling feature
[34:48] that they've also put in, which is
[34:50] completely new to High Level, which
[34:51] we'll go over in a sec. Um, that's later
[34:53] in the video. So, once you have your
[34:54] times picked and you say, "Okay, this is
[34:56] when I want to be available." We then
[34:57] move on to these, which is the
[34:59] finetuning of the meeting. So, the first
[35:00] is if you toggle look busy on. This is
[35:02] just going to fill out more slots to
[35:04] make you look like you're more booked up
[35:05] in case you don't want to get too many
[35:07] bookings and you just put whatever
[35:08] percentage you want in there or you turn
[35:10] it off. You click recurring meeting.
[35:11] This is if you want the meeting to
[35:12] happen again and again on a set day. You
[35:14] pick the frequency, the times to repeat
[35:16] and any slots available or you can force
[35:18] the book, but that's if you want that.
[35:20] Then we have these features. So, these
[35:21] are really, really important. So, first
[35:23] up, we have meeting interval. This is
[35:25] the time in between booking slots.
[35:26] Again, if you guys ever are wondering,
[35:28] you can click this and read what it has,
[35:29] but you then pick the time, hours or
[35:31] minutes, and you just select exactly
[35:33] what you want. Then we have meeting
[35:34] duration. This is how long your meeting
[35:36] is. Again, minutes, hours. You pick
[35:39] right there. Minimum scheduling notice.
[35:42] This is the minimum time they can
[35:43] schedule an appointment. So, it's
[35:44] basically like, do you want to have them
[35:45] scheduled today or in 3 days? So, it
[35:47] gives you a little space period so
[35:48] you're not freaking out um on when
[35:50] people are booking. Again, you have a
[35:52] lot of leeway with this because you may
[35:53] want to have in the future. Date range.
[35:55] Okay, this is how far in advance they
[35:58] can go. So, do you want them to be able
[35:59] to uh book an appointment with you in 3
[36:02] months? Probably not, cuz plans change,
[36:04] things happen. So, you pick what you
[36:05] want there. Again, you put the amount of
[36:06] days in. You just click that and you're
[36:08] good to go. Maximum bookings per day.
[36:09] How many bookings do you want to be able
[36:11] to take? Sometimes you only want to take
[36:12] three. Sometimes you want to have a full
[36:14] day. You just pick exactly what you want
[36:15] right in there and then you're good to
[36:16] go. Then you have maximum bookings per
[36:18] slot. So, this is per user. How many you
[36:21] want to pick? Again, remember we created
[36:22] a user earlier. Then pre-buffer time.
[36:24] This is how much time before you have
[36:25] the meetings. Okay, important if you
[36:27] have a ton jammed together. Then post
[36:29] buffer time. This is like a little extra
[36:31] cushion in case you go over your
[36:34] meetings. So again, pick what you want
[36:35] there. And then from there, you're good
[36:37] to go. And all of this stuff, guys, is
[36:39] just a little more customization on your
[36:41] calendar so you can get that much more
[36:43] in depth and to make sure that
[36:45] everything runs very smoothly. So once
[36:46] you have that all dialed in, we're then
[36:48] going to click save. Then we're going to
[36:50] be brought to this right here. So, one
[36:52] of the things you can do is you can
[36:53] actually select a form in forms. I have
[36:56] other tutorials on that, but we're going
[36:57] to leave as is cuz it looks good. This
[36:59] is really important. Pre-populate sticky
[37:01] fields. If you turn this on, what
[37:02] happens is if they've already filled out
[37:04] their info with you and they come back,
[37:06] it will prefill out their info. Really
[37:08] handy for getting quick appointments.
[37:10] This can be very good. Consent checkbox.
[37:12] We want that turned on because we want
[37:13] to be fully compliant. Adding guests,
[37:16] this is if they want to add guests. So,
[37:18] if they want to add another person in,
[37:19] you click that on right there. And then
[37:20] the confirmation page is once they
[37:22] schedule, it's just going to lead them
[37:23] to a page. So you can use this right
[37:24] here, which is good, or you can redirect
[37:26] to another URL, which would be like your
[37:29] custom one. That's up to you. I leave as
[37:31] default. And then you have the Facebook
[37:32] pixel if you're running ads, which you
[37:34] put the ID right in here, and it's going
[37:36] to keep track of your confirmation
[37:38] pages, which is great if you're running
[37:39] ads and all that. Then right here, you
[37:40] can autoconfirm new meetings, or you can
[37:42] turn that off. That is up to you. Then
[37:44] we have payment options. So, this is
[37:47] really important because this is if you
[37:49] want to collect payments. So, if it says
[37:51] this, no payment provider connected, you
[37:53] have to go connect your payment
[37:55] processor and you can click this right
[37:56] here and it'll guide you right to it.
[37:59] Okay? So, that is how you're going to be
[38:01] able to collect payments. Now, what I
[38:02] want to do is I want to show you what it
[38:04] looks like on an account where it is
[38:05] live. So, you can really walk through
[38:07] it, but first you're going to have to
[38:08] connect that. But now, let me show you
[38:09] what it looks like on a live page. So,
[38:11] on a live page, whether it's Square or
[38:12] Stripe or whatever payment processor you
[38:14] have turned on, you'll be able to turn
[38:15] this on. And if you click this toggled
[38:16] on, you'll then be able to pick what you
[38:18] want. So we can come in and we could do
[38:20] 300 or 3,000 is a lot. You can select
[38:23] partial payments. This is if you want
[38:24] like some money up front, okay? Deposit
[38:26] amount in what percent you want. And
[38:28] then you can put in the payment
[38:29] description right here. And again, you
[38:31] can play with all of these amount,
[38:32] percentage, you can make it live through
[38:34] test. This gives you functionality to
[38:36] collect money for appointments. Now,
[38:38] here's where it gets a little confusing.
[38:40] And this is just the wizard going above
[38:41] and beyond to kind of help you out. Some
[38:43] people are like, "Well, wait a minute. I
[38:44] have Stripe connected to the payments
[38:46] and I'm sending people invoices but then
[38:47] we have appointments like how does this
[38:49] all work? So when you use a service
[38:51] calendar which we're going to get into
[38:52] in just a bit. You can plug this in so
[38:54] you can collect all on appointment
[38:55] through the calendar. That makes it way
[38:58] easier as opposed to having to send the
[39:00] invoice and then send the appointment
[39:02] and do all this extra stuff which
[39:03] believe it or not is a lot of you guys.
[39:05] You can bypass that by having this all
[39:07] plugged in. So again you'd have to come
[39:09] in and actually properly set up your
[39:10] payment processors and have them
[39:11] integrate in high level to get this
[39:13] option. But once you do, you can charge
[39:14] on the calendar. So that's how we do
[39:16] forms and payments. So if you guys have
[39:18] questions on that, drop them in the
[39:19] comments right down below. So then we're
[39:20] going to click save. Then we have
[39:22] notifications and additional options. So
[39:24] when someone books an appointment, it
[39:26] will then notify them through these
[39:27] channels. So it'll send them an email
[39:28] going, hey, you book an appointment or
[39:30] in app, SMS or WhatsApp. And to do this,
[39:33] if you see one you like for any of these
[39:35] and you have appointment booked, uh
[39:37] status confirmed, cancellation,
[39:38] rescheduled, reminder, follow-up for any
[39:39] of these, you can just click this little
[39:41] pencil right here. come right in and
[39:43] just click enable. Come in in app,
[39:46] enable. Come in SMS, enable WhatsApp.
[39:49] You have to be connected through
[39:49] WhatsApp. I have videos on that, but you
[39:51] just click enable. Then when someone
[39:52] books your appointment, it's going to
[39:53] send them that reminder. So very
[39:56] important to send out notifications so
[39:58] it works smoothly. And that's very easy.
[40:00] You just pick what you want. And guys,
[40:01] again, if you do not see these, you're
[40:03] like, I don't have SMS and WhatsApp.
[40:05] That is the feature that I talked about
[40:06] in lab. So make sure you add that if you
[40:09] are more advanced, but it should already
[40:10] be added. This you're going to want to
[40:11] have turned on. This is going to be
[40:12] letting Google and Outlook send their
[40:13] emails too. Trust me, they have higher
[40:15] deliverability than anyone. Leave that.
[40:17] Very important. Then right here, you can
[40:19] assign context to respective calendar
[40:21] team members each time an appointment is
[40:22] booked. If you toggle that on, you can
[40:24] also skip. You don't have to have that
[40:26] though. Then you can allow cancellation
[40:27] of meeting or you cannot if you don't
[40:29] want anyone to cancel if there's
[40:30] payments involved. Then cancellation
[40:32] links, which you can you can pick right
[40:33] there. So this is basically all to do
[40:35] with notifications and them getting
[40:37] verification that the appointment went
[40:39] through. And it's really great that they
[40:41] added SMS and WhatsApp to here because
[40:42] before you had to use automations to do
[40:44] that. Now you can do it all in here
[40:45] which saves us so much time. So now we
[40:48] click save and we're going to move on to
[40:49] the last part which is customizations.
[40:52] So right in here you can add a calendar
[40:53] cover image. It's just going to go
[40:54] across the top. You don't have to
[40:56] though, but you would just click upload.
[40:57] Pick where you want it from. Then you
[40:58] can pick the style of the uh the widget
[41:01] which I leave as Neo. It looks better.
[41:03] But then in [snorts] here you can tweak
[41:05] the way it looks. So watch this. If we
[41:07] come right here and we click preview
[41:08] widget, this is what your calendar looks
[41:10] like. Okay? But if we come here and we
[41:11] go, I want to make this black. Okay? We
[41:14] preview widget again and now it's black.
[41:16] But we go, hey, I want to make this red.
[41:19] We preview widget and it's red. Now, we
[41:20] would never want that. That looks so
[41:22] bad. But the idea is you can do that if
[41:24] you want. Free will is an interesting
[41:26] thing. But you can put whatever you
[41:27] want. You can also mess with the button
[41:29] text, which is what happens when you go
[41:31] through here and you click and you put
[41:32] in an info. It'll say submit meeting or
[41:34] whatever you want. Um, and you just edit
[41:36] all this the way you want it. So, that's
[41:37] pretty much it. We're going to reset to
[41:39] default because that looked super bad,
[41:40] but you can edit the customizations the
[41:42] way you want. Once you have it all
[41:43] looking the way you want, all you're
[41:44] going to do is click save. So, that's
[41:46] how you build a calendar in depth. Now,
[41:49] here's the thing, okay? Once you build a
[41:51] calendar, like I said before, they're
[41:52] all very similar. So, if we come to
[41:54] service booking, you'll see we'll just
[41:56] do test. I'm just going to show you what
[41:58] this is like. Um, perfect. We're going
[42:00] to go to advanced settings. It's very
[42:03] similar to what we had before. I mean,
[42:04] you'll see it's like the same thing. The
[42:06] same thing. It's just a couple small
[42:09] tweaks that you change. It's the same
[42:11] builder, though. And that's why I'm
[42:13] showing you this, guys, is that it's
[42:15] very, very similar. Like, I know a lot
[42:17] of people see this and they're like, six
[42:19] different types of calendars. This is
[42:21] insane. It's not. They're all very
[42:23] similar. And once you get one, you just
[42:24] make the little tweaks by reading the
[42:26] descriptions below to get the way you
[42:28] want it to get. And by the way, in here
[42:30] is how you edit your calendar. So, if we
[42:31] come right in here, we can delete our
[42:33] calendar because we didn't want the test
[42:34] one. And that's how we would delete it.
[42:35] Then, we can edit the calendar. If you
[42:37] click this, we can just edit it. You can
[42:39] share the calendar, which this is going
[42:40] to give you a link to share it. So, if
[42:41] we click this right here, and then we
[42:43] can copy it. We also can get a one-time
[42:45] link if you want it to just expire, or
[42:47] we can take this code right here, and
[42:49] put this on anyone's website. Not just
[42:52] go high level, you can put this on any
[42:53] website. So, you can actually use go
[42:55] highle calendars anywhere. That's the
[42:57] beauty of this is you can take this and
[42:58] put this anywhere. It's like Calendarly.
[43:00] It's actually better, but all you got to
[43:01] do is copy and paste it in the code and
[43:03] then you're good to go. And then from
[43:04] there, you can also troubleshoot your
[43:05] calendar, which is going to bring you to
[43:07] a page that looks like this. And you can
[43:09] come through and test things. So that's
[43:11] it. That's how you build the calendars
[43:12] and edit them. Then over here, we're
[43:13] going to have groups. So this is really
[43:15] interesting. This is basically a way to
[43:17] group your calendars. So if we come in
[43:19] and we do group one, okay, and we'll
[43:22] just do G1. Pick the template widget.
[43:25] We'll do 15 widget. And we click create.
[43:28] What's going to happen is we now can
[43:29] come right in here. We can edit the
[43:31] group and then we can add the calendars
[43:33] into the group. So once we click this,
[43:35] you'll now see that this group has two
[43:37] calendars and it's just a way to keep
[43:39] everything organized if you have a bunch
[43:41] of calendars. That's all groups is and
[43:42] that's how you build them. Very simply,
[43:44] just like that. So then once we have all
[43:46] of our calendars dialed in, we then have
[43:48] a service menu. So all a service menu is
[43:51] is a place where you can see all of your
[43:52] service calendars. This is what it looks
[43:54] like live. This is for the hair salon.
[43:55] See, it's all of the different services
[43:57] you have listed with prices where they
[43:59] can book. And it's just a layout of all
[44:01] the services. That's like a strict
[44:02] service calendar. But that's what the
[44:04] service menu is going to do. And to
[44:05] create these, you just click add new
[44:07] service menu. You're going to put your
[44:08] name in. So, we're just going to do
[44:09] test. Okay. Test. Test. I'm just walking
[44:12] you through this because I already have
[44:14] this all set up. Okay. This all looks
[44:16] good. We're going to click save. And
[44:18] then you'll see right in here when we
[44:20] click services, we would just add any of
[44:22] the services you have. Very simply like
[44:24] that. if you have a service calendar,
[44:25] which is that sixth option on the
[44:27] calendars, and you'll just click add
[44:28] service, add service, ad service, and
[44:29] then you're good to go. And then you can
[44:31] arrange them, and from there, you're
[44:32] done. It's super simple, guys. Again,
[44:34] it's going to end up looking something
[44:35] like this. You just plug it in, and it's
[44:37] a menu for all of your service
[44:39] calendars. So, that is all a service
[44:41] menu is. Questions on that, guys, drop
[44:43] them down below. Then, we have rooms and
[44:45] equipment. The vast majority of people
[44:46] are probably not going to use this. This
[44:48] is if you have places where you're using
[44:50] certain equipment and rooms. So, for
[44:51] example, hair salons, you have chairs,
[44:53] okay? Certain people sit in certain
[44:54] chairs and watch that chair or they
[44:56] watch two. Very important. So you want
[44:58] to have like, okay, in this room or
[45:00] chair we have Tegan who's cutting the
[45:02] hair and then we have Zoe over here
[45:03] who's cutting the hair. Well, in that
[45:05] room, okay, they might have two
[45:07] different chairs, but you don't want
[45:08] people, you know, that were supposed to
[45:10] be in this chair to be in the chair from
[45:11] the other person. Know that sounds kind
[45:12] of confusing, but it's basically a way
[45:14] to organize the flow of operations. This
[45:16] could be for massage tables, basketball
[45:18] gym, whatever. It can be any sort of
[45:20] room. And to add these, you just click
[45:22] add new room, name, description, total
[45:24] capacity, and pick the exact calendar
[45:25] you want it added to, and then you're
[45:27] good to go. Equipment is similar.
[45:29] Scissors, hammers, whatever. You just
[45:32] come in, you add new equipment. And this
[45:33] is just to keep everything organized. If
[45:36] you have certain tools that have to be
[45:37] used by certain people, but I'll be
[45:38] honest, a lot of you guys will not be
[45:41] using either one of these. Okay? Some of
[45:43] you definitely will, but a lot of you
[45:44] guys for basic service businesses, you
[45:46] don't need it. So that's it, guys.
[45:47] That's all the customizations to do with
[45:49] calendar. So you can make them as
[45:50] indepth as you possibly want. So then
[45:53] we're going to move up to preferences.
[45:55] Okay. When we click preferences, this is
[45:57] just going to be some basic things to do
[45:59] with your calendars across the board. So
[46:00] when do you want the week to start?
[46:02] You'd pick the exact day you want it on.
[46:04] Then we have services. So these are the
[46:06] service menu rooms, equipments that we
[46:07] talked about before. If you don't want
[46:08] these to show up, we would just click
[46:10] this. We would click save preferences.
[46:12] And then what we do is we come back to
[46:14] calendars. And you'll see they're not
[46:16] there. They disappeared. We come back to
[46:18] preferences. We toggle these on. And
[46:20] guys, this is just if you're not going
[46:21] to be using that at all. Some of you
[46:23] guys aren't. So, it just cleans
[46:24] everything up. Now you see them. So,
[46:26] that's all that's going to do. Then from
[46:27] there, you pick the exact language you
[46:29] want, time zone, and again, week to
[46:31] start on. And when you're done, you just
[46:32] click save preferences, and it will save
[46:34] exactly the way you want it. Then, we're
[46:36] going to do is we're going to move on to
[46:37] availability. So, this brings on another
[46:40] update with High Level, which some of
[46:41] you guys may not know, some of you may,
[46:43] which is schedules. So, essentially what
[46:45] a schedule is is it's a fixed
[46:47] availability schedule. you can apply to
[46:49] all calendars. So before what would
[46:50] happen is you would come in, say you had
[46:52] one user that was, you know, connected
[46:54] to a couple different calendars. You'd
[46:55] have to go in and change it on each
[46:57] calendar. Now you can have one schedule
[46:59] that you can add to all the calendars.
[47:00] Okay, if you guys have any questions,
[47:02] please drop them in the comments down
[47:03] below on this cuz this is a new feature.
[47:04] I know it's confusing some people. So
[47:05] you pick between users. Okay, and then
[47:07] you can create schedules by clicking
[47:08] this. And again, let's do new schedule.
[47:12] We create and you'll see it shows up
[47:13] here. And then here you come in and you
[47:15] just pick the exact hours you want. and
[47:18] then it's going to be that schedule and
[47:19] then you can apply that to all
[47:21] calendars. Okay, if that's confusing at
[47:22] all, just let me know because this is
[47:24] going to be something that's going to
[47:25] save you a lot of time in the future,
[47:27] which is just simplifying all of your
[47:29] availability with schedules. Then what
[47:31] we have is we have connections. So this
[47:33] is where you're going to add stuff like
[47:35] Google Calendar, Outlook, iCloud
[47:38] Calendarly, all this stuff through here.
[47:39] Zoom, remember we talked about this
[47:41] earlier? You're going to come right in
[47:42] if you want to connect your Google
[47:43] calendar, okay, to have it synced up.
[47:44] and you're just going to click connect
[47:46] and it's going to go through and it's
[47:48] going to connect it for you. That's how
[47:49] it works. And you do this for any of
[47:50] these and this is how you're going to
[47:51] get that proper syncing into your
[47:54] meetings. So like if you have a meeting
[47:55] where you're always doing Zoom calls or
[47:57] Google Meets, when you connect these, it
[47:59] will create a new meeting ID every time.
[48:01] Super handy. And that works when you
[48:03] connect these with your calendar. So all
[48:05] you got to do when you want these is
[48:07] click connect. It's going to take you to
[48:08] your Gmail. I'm not going to go through
[48:10] because it literally is like totally
[48:11] private info. Um, but you just click it
[48:13] and follow the exact steps to get your
[48:15] calendar plugged in. And from there,
[48:17] you're good to go. Then we come to video
[48:19] conferencing. Okay, this is the Zoom,
[48:20] the meetings we talked about. It was
[48:22] just right before, but they have a
[48:23] little tab for it. And then Google
[48:24] organic booking is if you're running ads
[48:26] and doing extra stuff like that. And
[48:27] then up here, you pick the staff who you
[48:29] want to connect it to. So, if we're
[48:31] doing Declan the Wizard, we come in here
[48:33] and we might want to connect my Google
[48:35] calendar. Oo, I got to connect it. But
[48:37] now, we want to connect Greg. So,
[48:39] they're different. it's connecting for
[48:41] each user because you don't want to
[48:42] connect the same Zoom meeting for the
[48:44] same person on the same account. It
[48:45] doesn't really work that way. So, you
[48:46] pick exactly the staff you want and then
[48:49] you would just connect as is and then
[48:51] from there you're good to go and your
[48:53] calendar inside of Highle is fully set
[48:55] up. So, that's how you create calendars
[48:57] and everything to do with calendars.
[48:58] Now, we got two more parts before we
[49:00] wrap this up, which is one is going back
[49:01] to calendars and being brought to this
[49:03] view. So, now you see in here you go,
[49:05] "Oh, wow. Look at this. This is my
[49:07] calendar. This is like the calendar that
[49:09] we talked about. you're going to see all
[49:10] your appointments right in here. Then
[49:12] you have appointment list view, okay,
[49:14] which is going to show you all of the
[49:15] appointments lined up so you can see
[49:17] what's going on there. Then if we come
[49:18] to calendar view, you can always click
[49:19] new and you can manually add
[49:21] appointments in right here. So this is a
[49:23] way to do it on the fly. If you're in
[49:24] there, you're like, "Oh crap, I got to
[49:25] quickly add something." This is where
[49:27] you do it. You come through, put the
[49:28] name, the title, the team member, the
[49:30] time, book appointment, and it will pop
[49:32] up right in here. So if you want to see
[49:35] what it looks like, I'll show you. So,
[49:37] if we come right in here, we click this,
[49:38] we do test, and we click default wizard,
[49:41] and we come and click book appointment.
[49:43] Declan the wizard. We're going to book
[49:45] appointment. We're going to come back
[49:46] out and right there, we click it, and
[49:48] you now see the appointment right there,
[49:50] our test. And you can click the
[49:51] appointment and edit it as is. So,
[49:54] again, this is where you're going to see
[49:56] all of your appointment info. It's all
[49:58] right through here. And again, you can
[49:59] click it and edit and do whatever you
[50:01] want. Clicking calendar settings is
[50:02] where you build the calendars. A lot of
[50:05] people get this really fuzzy. So that's
[50:06] what I see. And if we come to
[50:07] appointment list view, you'll see right
[50:09] there, appointment list view is just
[50:10] gonna have all of your appointments
[50:12] lined up. So you don't have to be like
[50:14] looking through and checking it out. So
[50:16] now that you understand everything to do
[50:17] with calendars on desktop and you're
[50:19] like, okay, I'm now a GoHighle calendar
[50:21] pro, we have one last part, which is
[50:22] going over calendars on the GoHighle
[50:25] mobile app, which has also recently been
[50:27] updated. So let's check it out. So, the
[50:29] first thing you're going to want to do
[50:30] is come to your app store, whether
[50:31] you're on iOS or Android, and you're
[50:33] going to want to look up Lead Connector.
[50:34] If you don't already have that, you want
[50:36] to download it and log in with the same
[50:38] login information that you have on your
[50:40] regular account. So, we're going to
[50:41] click open, and then you're going to be
[50:43] brought to a page that looks just like
[50:45] this. So, we're not going to be going
[50:46] over the indepth app tutorial. We're
[50:49] just going to be over the calendars part
[50:51] in here because I have other videos on
[50:53] this. Um, but there has been an update
[50:54] if you haven't seen and it's in labs.
[50:56] you should have it at the time of that
[50:57] video, but if you don't, you know where
[50:58] to see it because I talked about it
[50:59] earlier in the video. But we're going to
[51:00] come to calendar, and it's going to show
[51:02] you a bunch of different stuff you can
[51:04] do. So, first things first, if you want
[51:06] to quickly add an appointment on the
[51:08] spot in your calendar, like ASAP, you
[51:10] would click this little plus button,
[51:11] click schedule appointment, click the
[51:13] exact contact you want, and go through
[51:15] all of this and book the appointment.
[51:17] Okay? Putting in the time zone, the
[51:19] date, put everything you want, and then
[51:20] click save. And it's going to take you
[51:22] through to a book the appointment. Let
[51:23] me say appointment scheduled. and it'll
[51:25] be very simple just like that and it's
[51:27] going to take you through it. Now, we
[51:28] have a couple different views we can
[51:29] look at on the mobile app. We have the
[51:30] monthly view. Okay, so if we come right
[51:32] here, you're going to see any sort of
[51:34] appointment that's been confirmed right
[51:35] there. You can just click around the
[51:36] days to see what days have what. Again,
[51:39] you can click the appointment to to
[51:41] tweak it and edit it by clicking the
[51:43] pencil up there. But then what we have
[51:44] too is we have the weekly view, which is
[51:46] pretty cool, which we come into weekly
[51:48] and it's going to show you everything we
[51:49] have in the week. And it's going to show
[51:50] you the appointments at what time, when.
[51:52] Super handy guys for really getting that
[51:54] like visual queue on. And then we come
[51:56] down here and we have list view. And
[51:58] this is just going to show you all the
[51:59] appointments you have booked just like
[52:01] that. And then very simply, if we click
[52:03] up here, Greg's Plumbing Pros, we click
[52:05] that, you can select the exact sub
[52:07] account you want to if you haven't been
[52:08] able to find that. But that's how you
[52:10] use the calendars on the app. It's very
[52:12] simple. It's very straightforward and it
[52:14] looks clean. It looks good. Um, and it's
[52:16] very easy to use. So again, if you guys
[52:17] have any questions on this side of the
[52:19] mobile app, let me know. because this is
[52:21] how you're going to use calendar in the
[52:22] app. And and what's really good is that
[52:23] if you have a client, okay, that wants
[52:25] to constantly be looking at their
[52:26] appointments, you know, chatting, doing
[52:27] all this stuff, I recommend you get this
[52:29] lead connector app so they can see it
[52:31] and be like, "Oh, got an appointment."
[52:32] Cuz think about it this way, the more
[52:33] times they're getting notified of
[52:35] appointments through here, and they can
[52:36] see the better your services are doing,
[52:38] which makes them look better, which
[52:39] makes you look better, which often helps
[52:41] them pay you longer. So, we just want to
[52:43] think about it the right way. So, that's
[52:44] it, guys. That's how the calendars work
[52:46] on the Go Highle mobile app. By the end
[52:48] of this video, you will be a wizard like
[52:50] me on the contact section. And this is
[52:52] so important because contacts are the
[52:54] lifeblood of High Lee. And so many of
[52:56] you guys are leaving so much money on
[52:57] the table by not even actually
[52:59] understanding this. You're going to go
[53:00] right down to contacts right here. And
[53:01] you'll be brought to a page that looks
[53:03] just like this. The first thing I want
[53:05] to do is just show you what you can do
[53:07] with the contacts tab and why this is so
[53:09] important that you learn this first.
[53:11] Contacts are the lifeblood of Go High
[53:14] Level. They enable almost every function
[53:17] in go high level to work. Learning about
[53:18] contacts first will by default enable
[53:21] you to learn many other functions in goh
[53:23] high level because they are essential to
[53:25] how a CRM works. With contacts, you will
[53:27] be able to learn and do database
[53:30] reactivation, email marketing, SMS
[53:32] marketing, reputation management,
[53:35] getting reviews, mastering the goal,
[53:37] high level CRM, referral campaigns,
[53:39] client retention campaigns, and so many
[53:41] others that I could not fit on this list
[53:43] because it would just be slide after
[53:45] slide. I'm going to repeat myself. This
[53:47] is one of the most important parts about
[53:49] high level because once you learn this,
[53:51] you really understand how everything
[53:52] works. automations work better, the
[53:54] calendars work better. The whole go
[53:56] highle CRM opens up once you understand
[53:59] the contact step. I cannot tell you how
[54:01] many people I talk to and coach that
[54:03] have no clue about this. They're like,
[54:04] "Yeah, yeah, I understand contacts." And
[54:06] then I ask them a question and they have
[54:08] no clue. And I'm like, if you just
[54:10] understood this one part, your whole CRM
[54:12] would fall together and you'll do much
[54:14] better. Learning this will help
[54:16] significantly reduce client churn,
[54:18] meaning you will keep your clients
[54:20] paying you way longer. Again, very
[54:22] important. You have to pay close
[54:23] attention to this video because if you
[54:25] get this juiced into your head, this
[54:26] will improve your SAS agency, AI agency,
[54:28] whatever you're using by so much. So,
[54:31] please pay close attention because all
[54:33] this stuff can really be unlocked once
[54:34] you learn the contact tab. By the way,
[54:37] there is a boatload of money in these
[54:39] things. This is high dollar value right
[54:42] here. You learn this, you master it,
[54:43] money is most likely going to come your
[54:45] way. Let's jump right in. So, you're
[54:46] going to come right into high level, go
[54:47] into the contacts tab. I'm going to do
[54:49] this tutorial from bottom up. We're
[54:50] going to start down here. We're going to
[54:51] move to this bar. We're going to move to
[54:53] this bar. We're going to move to smart
[54:54] lists. And then we're going to move just
[54:55] up here so you understand everything.
[54:57] First is your entire contacts list down
[54:59] here. If you have hundreds, it'll just
[55:01] have pages to go through. All this is is
[55:04] your contacts database. So, for example,
[55:06] it would be names, phone numbers,
[55:08] emails, all stored right here. So, you
[55:09] can see every single customer, client,
[55:11] employee, everything as far as clients
[55:14] and leads will be right here. So, you
[55:16] can see everyone. First thing you have
[55:18] is the individual contact itself. So we
[55:20] click my name right here, Declan
[55:22] O'Reilly. You're going to see a whole
[55:24] list of different stuff. And a lot of
[55:26] people don't even understand utilize
[55:27] this. This is amazing. So you have every
[55:29] personal bit of detail on them. Name,
[55:32] phone number, all that good stuff. You
[55:33] have where they're at in courses. You
[55:35] have everything. You can even add them
[55:36] to courses, communities.
[55:39] Every data point on a contact is right
[55:41] in here. Then over here, this is really
[55:43] cool because you have an activity log.
[55:45] So you can see where every single
[55:47] contact is in Highle and what they did.
[55:48] So did a contact go to your website? Did
[55:50] a contact fill out a form? Did a contact
[55:52] book an appointment and it will
[55:54] literally give you a step-by-step
[55:55] process of every single lead. Really
[55:59] important quick quick preview to the
[56:01] future. This is how chat bots are going
[56:03] to crush in the future and AI agents
[56:05] because it's going to see the whole
[56:06] journey and path from where a lead came
[56:08] in and where they're at and you'll know
[56:10] exactly what they're doing. See, the CRM
[56:12] isn't just magical. isn't just know
[56:14] basic stuff by guessing. It knows
[56:16] because it has data points on where
[56:17] every single contact went. Here too, you
[56:19] have tasks. So what tasks are, you know,
[56:21] on this contact. You come in here, you
[56:23] have notes, so you know any sort of
[56:25] basic data points about a client. You
[56:27] have anything with a calendars and
[56:28] appointments. You have anything with
[56:30] documents that they sign a contract. You
[56:31] have all payments. And then you have
[56:34] associations, which is part of custom
[56:35] objects, which is huge. This is a new
[56:37] feature. It's going to be big for the
[56:39] future. But this basically is just an
[56:41] entire list of data points on each
[56:44] contact. And to access this again, you
[56:46] just find the contact you want and you
[56:48] click their name and it brings it all
[56:50] up. So then you can understand the
[56:52] entire format of that client. So once
[56:55] you understand the contacts, you see
[56:57] where they're at. We then have the first
[56:59] bar which is right here, which this is
[57:01] just how to segment and order all your
[57:04] contacts. The first thing will be
[57:05] columns. This is a way to order. So, if
[57:07] we come right here, we get rid of, let's
[57:09] say, phone. See, it gets rid of it. We
[57:11] get rid of tags, it gets rid of it. We
[57:13] add additional emails, it adds it. We
[57:15] add additional phones, it adds it. You
[57:16] just click these on and off, it adds it.
[57:18] Whatever you want. You can click them
[57:19] all off if you want, and you only have
[57:21] those bars. But the columns is just a
[57:23] way to basically segment said list, said
[57:27] leads, whatever. That way, you can see,
[57:29] okay, what do I want here? I want
[57:30] emails, I want phone numbers, and I want
[57:33] favorite Pokemon. Whatever you want, you
[57:35] add it right here. That way everything
[57:37] is broken down into columns. And again
[57:39] to do this you just click these on or
[57:41] off and it will do it right here. And
[57:43] again to do this you just click columns
[57:45] toggle which ones on off by clicking the
[57:47] button and then you have filtered it the
[57:48] way you want. Then after that we have
[57:50] quick search. So this is just a way to
[57:52] find people. So let's do Declan. Boom.
[57:54] All the contacts with Declan. So you can
[57:56] now see what that contact. This is just
[57:58] a quick way to find a contact if you're
[57:59] looking for them. Over here we have more
[58:02] filters. This is a way to filter the
[58:04] contacts. This is how we're going to
[58:05] create smart list, which we're going to
[58:06] get to in a second. But let's say we
[58:08] want to do just by tag. So we're going
[58:09] to do tag is hot lead. And we click
[58:12] apply. And it's going to bring all the
[58:13] contacts that have the hot lead tag. So
[58:15] this can really be whatever you want it
[58:17] to be. You have first name, email. I
[58:19] mean, you literally have everything you
[58:22] could possibly want. And this is how
[58:23] you're going to create a smart list,
[58:24] which again, we're going to get into in
[58:25] a second. This is really great for just
[58:27] filtering how you want the contacts to
[58:29] create a smart list. And again, you just
[58:31] come right in here, you click this, you
[58:33] just pick what you want to filter by,
[58:34] what email, you plug in an email,
[58:35] whatever you want it to be, and then
[58:37] it's going to filter all these by a
[58:39] certain data point. And then you can
[58:40] create a smart list off of that. So now
[58:42] that you understand these and you
[58:44] understand how to segment it and you
[58:46] understand how to filter and segment and
[58:48] and do stuff with the columns, we now
[58:50] have all these quick features, which I'm
[58:53] going to show you right now. So the
[58:54] first thing right here is how to add a
[58:55] contact manually. You just click this.
[58:57] You put in the first name. We'll do
[58:59] test. We'll do last name test. We'll put
[59:02] email test123gmail.com.
[59:06] And you put in whatever features you
[59:08] want, your phone number, data points,
[59:09] and you click save. And you see it'll
[59:12] pop up right here. We now have a contact
[59:14] created. Very simple. You just follow
[59:16] along and put in your info. Then right
[59:18] here, we'll add pipeline change. If you
[59:20] go over here into opportunities and you
[59:21] have your pipeline set up, you can
[59:23] automatically move manually, and you
[59:25] might not want to do this because it
[59:26] takes a lot of time. Manually move a
[59:27] contact to another opportunity. You can
[59:29] pick the pipeline, click the stage, add
[59:31] the name, the source, the lead value,
[59:33] and click add update opportunity. That's
[59:35] going to come right in opportunities and
[59:36] manually update said contact in the
[59:39] pipeline with the opportunity. So, you
[59:40] move it through. And again, that's just
[59:41] a manual way to do it. Select this. We
[59:44] come right up here and and this is how
[59:46] you can add an individual contact to an
[59:48] automation or a workflow you have set
[59:50] up. By the way, automation workflow,
[59:51] same thing. We click okay, proceed. We
[59:54] pick appointment reminder. We would put
[59:56] the action name. Again, there's million
[59:58] different ways you could do that. And
[59:58] then you just click add to automation.
[01:00:00] And this will take this lead and go
[01:00:02] right into the automations and add them
[01:00:04] in. And it's as simple as that. You just
[01:00:06] plug it in and you can now add any of
[01:00:08] your contacts to an automation. So now
[01:00:10] what we can do is we can send SMS. We
[01:00:12] click the lead, click send SMS. And this
[01:00:15] is a way to send one SMS at a time or
[01:00:17] multiple. You could go, you know, I want
[01:00:20] to send it to this guy. I want to send
[01:00:21] to this guy. I want to send to this guy.
[01:00:22] I want to send to this guy. I want to
[01:00:23] send it to this guy. And then it would
[01:00:24] send bulk or you can do one. This is
[01:00:26] just a quick way to do it. You would
[01:00:27] click this. Click okay, proceed. Put the
[01:00:29] phone number in, the exact text message,
[01:00:31] the action, send SMS, and it will
[01:00:32] immediately send an SMS to all of the
[01:00:35] contacts you selected. Same thing with
[01:00:38] email. Select what you want. Do you want
[01:00:40] one? Do you want many? Click this right
[01:00:42] here. Okay. Proceed. Pick your email
[01:00:44] template or if you don't have one, you
[01:00:46] just skip that. Your name, the email you
[01:00:47] want to plug in, the email subject, the
[01:00:49] body of the email, how you want to send
[01:00:51] it, put the action in, and click send
[01:00:53] email, and it will immediately send.
[01:00:54] This is just a quick way to do this.
[01:00:57] It's like a a fast link. So, you can
[01:00:58] just come in as opposed to setting up a
[01:01:00] workflow or trying to send in bulk.
[01:01:02] You'll be like, "Okay, I need to send
[01:01:03] one to Desmond, Amanda, Rebecca, Chanel.
[01:01:05] Let me just quickly select them and send
[01:01:06] it." Once you have that, you can also
[01:01:08] come in here and manually add a tag. So,
[01:01:10] you have all these selected. You pick
[01:01:11] the exact action names. Adding tag or
[01:01:14] whatever you want. You get to pick from
[01:01:16] your tags. Let's do hot lead. We'll
[01:01:18] click that and we'll do add tags. Boom.
[01:01:20] Look at that. All of the hot lead tag
[01:01:23] was added. Simple as that. Then we'll
[01:01:25] come here. We'll click this. this, this,
[01:01:27] this, and this. And we're going to go,
[01:01:29] okay, what's this? Remove tags. We're
[01:01:31] going to come right in here. We're going
[01:01:32] to click remove tags or whatever you
[01:01:35] want. Remove all tags, but we're just
[01:01:36] going to click the hot lead. We're then
[01:01:38] going to click remove tags, dismiss, and
[01:01:42] refresh. And look at that. All the tags
[01:01:45] are gone. How cool is that? Now, if we
[01:01:47] want to delete a contact, we would click
[01:01:49] this or click as many as you want. You
[01:01:52] can click this right here, and it will
[01:01:53] select all of the contacts you have.
[01:01:55] We'll just click this and we're going to
[01:01:56] go right up here to delete contact.
[01:01:58] We're going to do follow this exact
[01:02:00] thing because we want to get rid of this
[01:02:02] contact. We're going to click delete.
[01:02:03] We're going to click dismiss. We're
[01:02:05] going to refresh. And look at that. It's
[01:02:07] gone. So that's how you delete it. Then
[01:02:08] we'll click some more of these and move
[01:02:10] on to this one. This is send review
[01:02:11] request. So if you're trying to get
[01:02:12] reviews for reputation management, you
[01:02:13] would click okay, proceed. And you don't
[01:02:15] exactly want to go right into
[01:02:17] automation. You would just click the
[01:02:19] exact request you want set up, put in
[01:02:21] the action name, and send review
[01:02:22] request. And what this is going to do is
[01:02:23] it's immediately going to text, email,
[01:02:25] however you have it configured back in
[01:02:26] reputation management. I have full
[01:02:27] videos on that. And it's going to send
[01:02:28] them a bunch of requests to say, "Hey,
[01:02:30] please leave a review for my Google
[01:02:31] business profile. Please leave me a
[01:02:33] review for Facebook." Killer for
[01:02:34] reputation management. Again, there's
[01:02:36] other ways of doing that, but this is a
[01:02:37] quick way to immediately do it. Then
[01:02:40] right here we have export contacts. So
[01:02:42] this is if you want to get rid of
[01:02:44] contacts, meaning like you pull them out
[01:02:46] of high level and put them somewhere
[01:02:47] else. So, we click that button. We click
[01:02:49] export, export all contacts, and it's
[01:02:51] going to put them in a CSV to download
[01:02:53] them. This one is the opposite. You're
[01:02:55] going to click import contacts and
[01:02:56] follow this basic guide, which is going
[01:02:58] to be you start, you're going to upload,
[01:03:00] you're going to map them, showing which
[01:03:01] fields, then you're going to verify
[01:03:02] which ones you want, and then click
[01:03:03] next. This is how you bring in a list.
[01:03:06] So, again, this one's really important
[01:03:07] because a lot of you guys have this
[01:03:08] question. If you are importing a list to
[01:03:10] go high level, you would just come in
[01:03:12] and follow this exact steps. That way,
[01:03:14] you can be like, okay, do I want a list?
[01:03:16] Yes, I want a list. Lists are very
[01:03:18] important. You reach out to your
[01:03:19] customer, they send you a CSV via email
[01:03:21] or however, and you click this, and you
[01:03:23] follow the steps, and you import the CSV
[01:03:26] into high level, and now you have all of
[01:03:29] their contacts added in. Super easy,
[01:03:32] super straightforward. Then over here,
[01:03:34] we're going to have addedit company. So,
[01:03:36] this is a way where as opposed to just
[01:03:38] filtering by contacts, you can filter by
[01:03:40] business entities and you put in the
[01:03:41] action name, you select the company. By
[01:03:43] the way, we haven't done this. We're
[01:03:43] going to go over this in a second. It's
[01:03:44] this little tab up here. But this is a
[01:03:46] really good way in case you have a bunch
[01:03:48] of businesses and it's not just leads
[01:03:49] you have multiple organizations within a
[01:03:51] sub account. You can add, let's say,
[01:03:53] John's plumbing or Dave's HVAC, whatever
[01:03:56] you want. You would just click it and
[01:03:58] add it in right there. Right here, this
[01:04:00] is bulk WhatsApp. So, just like I showed
[01:04:02] you over here, you can select all or
[01:04:04] pick individual ones and send a quick
[01:04:07] email blast or quick text blast. You can
[01:04:09] do this with WhatsApp. So, how cool is
[01:04:10] this? So, you pick the exact WhatsApp
[01:04:12] number, the WhatsApp message template.
[01:04:14] By the way, I have full videos on this
[01:04:15] if you're confused. The action, and then
[01:04:17] you click confirm. And what this is
[01:04:19] going to do is this is immediately going
[01:04:21] to blast all of the people for WhatsApp,
[01:04:25] all of the WhatsApp contacts you have,
[01:04:27] and that will immediately message all of
[01:04:28] them. You could ask them for reviews,
[01:04:30] send promos. Super awesome. Like, such a
[01:04:33] good feature that they added. You can do
[01:04:34] that very easily. I also have videos on
[01:04:37] everything WhatsApp, WhatsApp chatbot,
[01:04:39] WhatsApp review campaigns for reputation
[01:04:41] management, some really cool stuff like
[01:04:42] that. Basic stuff like that. So, you can
[01:04:44] add it and then you can just gather a
[01:04:46] ton of reviews for WhatsApp. And then
[01:04:47] right here, merge up to 10 contacts is a
[01:04:49] good way to get rid of duplicate
[01:04:50] contacts to put contacts onto one and
[01:04:52] consolidate if you have a ton of them.
[01:04:54] So, that's the entire second bar. So now
[01:04:57] that you understand how to filter all of
[01:04:59] the quick actions, we move on to the
[01:05:00] smart lists bar, which is one of the
[01:05:03] focal points of the contacts tab, which
[01:05:04] is amazing. So all a smart list is is a
[01:05:09] list of filters on the contacts where
[01:05:11] you can quickly go in and and quickly
[01:05:13] send a message. So for example, if you
[01:05:15] want to create a smart list on, let's
[01:05:17] say, the missed caller hot lead tag, you
[01:05:20] would have that. So everyone that has
[01:05:21] that tag, you can immediately just click
[01:05:22] this and then just go send. Very
[01:05:24] helpful, very straightforward. So, what
[01:05:26] I'm going to do is show you how this
[01:05:27] works so you then have a simple way to
[01:05:30] just quickly blast people. Trust me,
[01:05:32] this saves you a ton of time. So, to
[01:05:34] create a smart list, all you're doing is
[01:05:36] adding filters and then saving a smart
[01:05:37] list. Again, I'm going to walk you
[01:05:38] through this, but this is really
[01:05:39] important. All a smart list is is saved
[01:05:42] filters. That's it. It's not some
[01:05:44] magical thing from the ether here. So,
[01:05:47] we'll come right in here and we'll go
[01:05:48] let's pick filter. So, we're going to
[01:05:50] come to tag. That's a classic. We're
[01:05:51] going to do tag is. And there's so many
[01:05:53] options here. We'll do hot lead. So,
[01:05:55] we're going to click this. We're going
[01:05:56] to click apply. So, what it's going to
[01:05:57] do is it's going to bring all the people
[01:05:59] up that have that tag. And this could be
[01:06:01] everyone that has this email, everyone
[01:06:02] that has this opportunity. Whatever you
[01:06:04] want, it'll bring all the people that
[01:06:07] have that in common. And then you go
[01:06:09] right down here, and this applies for
[01:06:11] everything. Whatever, you know, thing
[01:06:12] you want, it'll have this little thing.
[01:06:13] Once you apply, and you click save as
[01:06:16] smart list, you'll name it. So, this is
[01:06:18] going to be hot lead. And we're going to
[01:06:20] click save. And boom. [clears throat]
[01:06:23] How cool is that? So now we have a smart
[01:06:25] list. So what we can do is we can come
[01:06:27] right in here and go hot lead and it
[01:06:29] brings up all the people with hot lead
[01:06:30] and that's called a smart list. So it's
[01:06:32] saved filters right there. So you don't
[01:06:33] have to keep coming in and going okay
[01:06:35] this is the filter I want and you have
[01:06:37] to you know go through it and waste a
[01:06:38] lot of time. You just can immediately
[01:06:40] come in and click it right off the bat.
[01:06:42] What's cool about this too if you're
[01:06:44] using automations or email campaigns
[01:06:45] whatever you're doing what you can do is
[01:06:47] you can send to smart lists. So in your
[01:06:49] emails you can just click smart list and
[01:06:50] it will just send to a smart list. Smart
[01:06:53] list is one of the most powerful ways to
[01:06:54] segment groups of leads and have things
[01:06:58] automated. This is just some advanced
[01:07:00] stuff for you. But when you start using
[01:07:03] smart lists properly, you can set up
[01:07:05] automations going whenever this guy gets
[01:07:06] sold or is a new lead or gets bought by
[01:07:08] X, Y, and Zed, it will send them into
[01:07:10] the smart list. So the automation will
[01:07:12] put people in a smart list depending on
[01:07:14] whatever you're trying to do, selling,
[01:07:15] adding, upselling, whatever. And that
[01:07:17] way your smart lists are growing on
[01:07:18] themselves. This is great for
[01:07:20] communities, too. That way you can have
[01:07:22] automatic lead genen campaigns or
[01:07:23] whatever where you're hands off. You
[01:07:25] save all of your time and the robots do
[01:07:26] the work for you, but you have to
[01:07:27] segment my smart list so the robots know
[01:07:29] what's going on. So again, I'm going to
[01:07:31] walk you through this. I just show you
[01:07:31] how to build this. We're going to come
[01:07:33] right in here. We're going to do more
[01:07:34] filters. This time we're going to come
[01:07:36] down here and pick something different
[01:07:37] as opposed to tag. We will do pipeline.
[01:07:41] So we're going to do is pipeline 2. So
[01:07:43] we're going to pick that. We're going to
[01:07:44] click apply. Boom. We got Chris trees
[01:07:46] and Melissa in this smart list that
[01:07:50] we're about to create. So again, I put
[01:07:51] in the filters. Okay, we see the people
[01:07:53] that are connected to this pipeline and
[01:07:55] then we click save as smart list. Once
[01:07:57] we click save as smart list, we will do
[01:07:59] pipeline dose and then we click save and
[01:08:03] boom, now we have this too. So we can
[01:08:05] come right in here and we click this
[01:08:06] right here, pipeline two and hot lead.
[01:08:08] How cool is that? Now that we're on
[01:08:10] this, I just have to show you this
[01:08:11] really fast. You have all your smart
[01:08:12] list and you're like, "This is really
[01:08:13] cool. I love this." But how do I delete
[01:08:16] these or or edit these? You'll come
[01:08:18] right up to manage smart lists and it
[01:08:20] will give you a list of all of your
[01:08:22] smart list. What you can do here, which
[01:08:23] is really cool, is you can move this.
[01:08:25] So, we want hot lead first. Oh, no, no,
[01:08:26] no, we want hot lead second. You can
[01:08:28] edit them right here. What you can do is
[01:08:29] you can copy the smart list. We'll click
[01:08:31] copy. We'll do pipeline to copy. Boom.
[01:08:33] We now have trace. Then we come right in
[01:08:35] here to move that to the side. You can
[01:08:36] edit smart list name. Name it whatever
[01:08:38] you want. And then you can delete smart
[01:08:40] list. We don't want smart list anymore.
[01:08:42] We're just going to delete this one. and
[01:08:44] we're going to delete this one. We're
[01:08:45] only left with one. Manage smart list is
[01:08:47] how you manage all of your smart lists.
[01:08:50] You can delete, edit, copy, whatever you
[01:08:52] want. So, now that you understand how
[01:08:55] the contacts work, you understand this
[01:08:56] bar and how to segment, you understand
[01:08:58] all these quick actions, you understand
[01:09:00] smart lists and how to manage them, we
[01:09:02] now have this final top bar for you to
[01:09:05] understand. So, the first thing is bulk
[01:09:07] action. So, all this is is any sort of
[01:09:10] bulk actions you've done. Watch, I'll
[01:09:12] show you one right now. This would be a
[01:09:13] bulk action. We click these two and we
[01:09:17] delete them. Okay, we don't want these
[01:09:18] two. Get out of the CRM. We click
[01:09:21] delete. We click delete. We dismiss. And
[01:09:24] then we come into bulk actions and
[01:09:26] you'll see right here February 11th is
[01:09:29] exact time. Boom. Just delete it. All
[01:09:31] bulk actions is every single thing
[01:09:33] you've done. So you can see a data log
[01:09:36] and activity of what's going on. So
[01:09:38] you're like, okay, where did that lead
[01:09:40] go? How did that phone number get added?
[01:09:41] you come to bulk actions and you'll see
[01:09:43] what's going on here which is really
[01:09:44] cool. That brings me to my next point
[01:09:46] which is restore level added this
[01:09:48] feature because people were deleting
[01:09:49] contacts and getting really
[01:09:50] disappointed. This is a way to restore
[01:09:52] your contacts. So remember we just
[01:09:53] deleted Amanda Reynolds and Desmond
[01:09:56] Denithor. We'll go we want these awesome
[01:09:58] people back. So we click these right
[01:09:59] here. Okay. And we click restore. We
[01:10:02] click confirm. These contacts that were
[01:10:03] just previously deleted. We're going to
[01:10:05] refresh this. And look at that. They
[01:10:08] have been resurrected. So they're back.
[01:10:10] So restore is just a way to get back
[01:10:12] contacts that you deleted, which is very
[01:10:14] handy. This is any sort of tasks you
[01:10:17] have on someone. So you can be like,
[01:10:18] okay, right here, Mary Gdon, 5:00 p.m.
[01:10:20] on Tuesday needs to build a website.
[01:10:23] This is basically like Trello or one of
[01:10:25] these project management softers. This
[01:10:26] just adds a way for you to add tasks,
[01:10:28] which is like making people do certain
[01:10:30] things in a high level, which is like
[01:10:32] employees and other stuff like that. So
[01:10:33] you put the title in the description,
[01:10:35] the date, is it a recurring task? You
[01:10:37] can pick the contact you want to add the
[01:10:39] task to and then assign the employee.
[01:10:41] That way you understand exactly what's
[01:10:42] going on. You can assign people real
[01:10:45] data points and make them do work. And
[01:10:46] that's just a good way to basically keep
[01:10:48] employees on task and you understand
[01:10:50] exactly what's going on. Companies, we
[01:10:52] talked about this earlier. This is a way
[01:10:54] for you to filter by companies. If you
[01:10:57] have multiple organizations within one
[01:10:58] sub account, you would come in here,
[01:11:00] click the company name, the phone, the
[01:11:02] email, the website, you put in all of
[01:11:03] their basic details, click save, and
[01:11:05] then you'll have a company in here. And
[01:11:08] that way when you come back to smart
[01:11:10] lists, and you can see right here,
[01:11:12] addedit company, and you click these,
[01:11:14] you'll be able to add the company to the
[01:11:15] contacts. So, now that you've gone
[01:11:17] through all of these, last but not
[01:11:18] least, you have this little cog wheel.
[01:11:21] And this brings you to custom fields. I
[01:11:23] have a full video on this, so I'm not
[01:11:24] going to go really in depth on this
[01:11:25] because it's actually simple. These are
[01:11:27] just the fields you can have within all
[01:11:29] of high level that are custom. For
[01:11:31] example, if we come back to contacts,
[01:11:34] these are fields. You may have one
[01:11:37] that's different like favorite Pokemon
[01:11:38] card that doesn't exist in high level or
[01:11:41] favorite soccer team or favorite UFC
[01:11:43] fighter, whatever you want. That's a
[01:11:45] custom field. This can be literally
[01:11:47] anything you want, but they don't have
[01:11:48] these in high level. So, when you come
[01:11:50] here, you can add it. You would just do
[01:11:52] add field, click single line, whatever
[01:11:54] placeholder that works. We click next
[01:11:56] and add the field name. So Pokemon I
[01:11:58] don't even know how to spell Pokemon
[01:12:00] card. Pick custom object. Click save.
[01:12:03] We're going to contact. Click save. Now
[01:12:05] it's been saved. If we come back and
[01:12:07] have a field we want added here, and
[01:12:09] then we come right in here, we come to
[01:12:10] columns. We scroll down. Aha, favorite
[01:12:13] Pokemon card. Now look at that. Isn't
[01:12:15] that cool? We now can filter by favorite
[01:12:18] Pokemon card. Again, the reason this
[01:12:20] important is not that a service-based
[01:12:21] business needer has this, but you can
[01:12:23] have whatever you want in high level.
[01:12:26] That way, you can add literally
[01:12:28] anything. That's just a great way to
[01:12:30] further segment so you have everything
[01:12:32] you could possibly need. So, that's the
[01:12:35] contacts tab. Again, very, very thorough
[01:12:38] on this. This is so important. I'm going
[01:12:42] to reiterate this. You got to learn this
[01:12:44] first. So many people, they're like, I
[01:12:46] want to do reputation management. I want
[01:12:48] to do automations, but they don't even
[01:12:49] understand how contacts work. And then
[01:12:51] they have all these stupid questions and
[01:12:53] they lose clients, they lose money, and
[01:12:55] they stay broke wages because they don't
[01:12:57] understand this. You cannot call
[01:12:58] yourself a go highle prneur or a go high
[01:13:00] level wizard if you don't understand
[01:13:02] contacts. It is the lifeblood of go high
[01:13:04] level. The first thing I want to do is
[01:13:05] explain what this is, how this works,
[01:13:07] and what's in this snapshot. So what
[01:13:10] we're doing here is we are automating
[01:13:11] your sales pipeline. And we have a
[01:13:14] snapshot to do a lot of this. So the
[01:13:15] goal of this is to have a sales pipeline
[01:13:17] with these automations so that when
[01:13:19] someone comes into your business, it
[01:13:20] immediately puts them in here. The new
[01:13:22] lead puts all the info you want them and
[01:13:23] then every time they go through a stage,
[01:13:25] it moves this automatically. It's
[01:13:27] automated. You're not having to go into
[01:13:29] manually grab the opportunity and drag
[01:13:30] it and put this stuff in and go, "Okay,
[01:13:32] it's now in contact. Wait a minute." And
[01:13:33] then you're kind of freaking out. You're
[01:13:35] confused and it's a lot of time wasted.
[01:13:36] what you want pipeline that is fully
[01:13:39] automated so you can just come in and do
[01:13:41] what you do best, which is just closing
[01:13:42] deals and everything happens
[01:13:44] automatically. This will save you an
[01:13:46] unbelievable amount of time. I created
[01:13:48] this video because so many of my
[01:13:50] students and people from YouTube were
[01:13:52] like, I'm missing out on sales. And I
[01:13:54] took a look at a lot of their sales
[01:13:55] processes and even their client sales
[01:13:57] processes. And let me tell you, they
[01:13:59] were from the dinosaur age. Like, we're
[01:14:02] talking prehistoric Jurassic Park level
[01:14:04] stuff. like it was so bad. Everything
[01:14:06] was manual. They didn't have proper
[01:14:08] stuff set up in this. Okay, with these
[01:14:11] automations right here, here, and here,
[01:14:13] you're getting the building blocks to
[01:14:15] automate anyone's sales pipeline. And
[01:14:16] this is something, guys, I'm telling you
[01:14:17] right now, that you can do for your
[01:14:19] clients also that will keep them paying
[01:14:21] you time and time again because it's so
[01:14:23] valuable to have a sales process. Okay?
[01:14:26] So, what I'm going to do is I'm going to
[01:14:28] unpack this snapshot, okay? all of these
[01:14:30] automations and how this works and then
[01:14:33] really show you that you can do this on
[01:14:36] any sales process really anywhere with
[01:14:37] high level and just save so much time
[01:14:40] because I'm telling you right now a big
[01:14:41] thing too and this is just a small thing
[01:14:42] they don't even have their opportunities
[01:14:44] come into a pipeline so they don't even
[01:14:45] know where their sales are at we want to
[01:14:47] demystify that and we want to get rid of
[01:14:48] that so the first step okay is unpacking
[01:14:50] this snapshot that by the way is yours
[01:14:53] free down below not even asking you to
[01:14:55] be my affiliate it is yours free and
[01:14:57] then basically showing how you can tweak
[01:14:59] this rubric work I've created to really
[01:15:01] mix and match with any sales process.
[01:15:02] Okay, so first things first, this is the
[01:15:04] pipeline here. You have new lead,
[01:15:06] contacted, booked, closed, and lost. And
[01:15:08] you can add more stages. I'm going to
[01:15:09] show you later and really how to make
[01:15:11] this fit your sales process. But this
[01:15:13] general building block is going to be
[01:15:15] perfect for anyone. So the first real
[01:15:17] step in this process is having leads,
[01:15:20] okay? So when someone, you know, submits
[01:15:21] a form or does anything, they come right
[01:15:24] into new lead. And we do that with this
[01:15:26] one, which is stage one new lead. and
[01:15:28] that is this automation right here. The
[01:15:31] first thing you want to do is define
[01:15:33] your trigger. So, every business is
[01:15:35] different, okay? But most businesses
[01:15:36] will have a form submission. That could
[01:15:38] be a Facebook form submission, a Tik Tok
[01:15:40] form submission. You can add trigger and
[01:15:41] you could do Facebook and you'll see
[01:15:43] right here it says Facebook lead form
[01:15:45] submitted. And you can add this in and
[01:15:46] you can do this with so many other lead
[01:15:48] forms where as soon as someone fills it
[01:15:50] out, it's immediately going to come in,
[01:15:52] okay, to this stage, which is critical.
[01:15:54] So, first things first, you want to go
[01:15:56] in here and you want to make sure form
[01:15:57] is whatever form that you're using.
[01:15:59] Could be your website form, whatever
[01:16:01] form you're using, you want to click
[01:16:02] this right here and select it. Then from
[01:16:04] there, you want to come down and make
[01:16:06] sure that right in here, you click in
[01:16:08] sales pipeline and you click new lead.
[01:16:10] This already should be filled out in the
[01:16:11] snapshot, but just in case it isn't or
[01:16:13] you're adding extra stuff, you want to
[01:16:14] put this in. And by the way, I'm going
[01:16:16] to demo this at the end of the video to
[01:16:17] show you how clean this is. But the
[01:16:19] whole goal is as soon as someone submits
[01:16:21] a form, it brings them in, plugs them
[01:16:23] into this pipeline, creates the
[01:16:24] opportunity, and then immediately sends
[01:16:27] them an email, which could be a welcome
[01:16:28] email and a bunch of other stuff. You're
[01:16:30] going to want to make sure that you have
[01:16:31] the proper email sent out. Again, I
[01:16:32] don't know what you're doing. That's,
[01:16:34] you know, up for you to decide your
[01:16:35] sales process. Again, drop a comment if
[01:16:37] you have any questions on this. And you
[01:16:38] put in your name, your from email, and
[01:16:40] you plug in the exact email to be like,
[01:16:41] "Welcome new lead, blah, blah, blah,
[01:16:43] whatever your sales process is." And
[01:16:44] then from there, this is going to lead
[01:16:46] us to stage two. Okay, in here which is
[01:16:49] contacted. So when they come right into
[01:16:51] here, they will automatically be moved
[01:16:53] here if they come in here and the email
[01:16:56] is open. Okay, really important. And you
[01:16:58] can kind of change this slightly, but
[01:17:00] you want your leads to automatically
[01:17:02] move based on certain events. That way
[01:17:04] you know who's hot, okay, who's a hot
[01:17:06] lead ready to buy within 10 and who is a
[01:17:08] cold lead that needs to be followed up
[01:17:09] with multiple times. So as soon as the
[01:17:12] new lead comes in, okay, this email gets
[01:17:14] launched and it moves into stage two,
[01:17:15] which is contacted. that is if they open
[01:17:17] it, okay, it then moves them to content.
[01:17:19] So, if we come right in here, it'll be
[01:17:20] email trigger email opened and the event
[01:17:22] will be opened and then you'll do in
[01:17:24] workflow and then pick S1 new lead. This
[01:17:26] already should be set up, but just in
[01:17:27] case it's not, make sure it does that.
[01:17:28] And right down here, it's going to come
[01:17:30] in. It's going to go to the sales buy
[01:17:32] button. It's going to move them to, you
[01:17:34] guessed it, contacted. This is so
[01:17:36] important to know where your leads are
[01:17:38] in the sales process. Now, you can tweak
[01:17:40] this slightly. Your event may be
[01:17:41] different. It could be replied to email,
[01:17:43] all kinds of different stuff which you
[01:17:44] can just click right in here and you can
[01:17:46] play with the events right in here. So
[01:17:48] that is just dependent on your sales
[01:17:50] process. This is like so important
[01:17:52] because so many people in their
[01:17:54] pipelines, they'll just have new leads
[01:17:56] and they don't know if people are taking
[01:17:57] steps forward or steps back and they're
[01:18:00] losing sales because they don't have
[01:18:01] this automated and then they're manually
[01:18:02] going through and going, "Well, I think
[01:18:03] John is qualified, but I think he's
[01:18:05] not." Here's the thing. from here from
[01:18:07] contacted. Okay, in your sales process,
[01:18:10] depending on how many follow-ups you
[01:18:11] have, which we're going to get into
[01:18:12] beefing this up later, so just hold your
[01:18:14] horses. But once this is contact, say
[01:18:17] they booked a call because you have a
[01:18:18] follow-up system sending them emails.
[01:18:19] That is going to move on number three,
[01:18:21] which is booked. So once they have
[01:18:23] booked a call, okay, it is then going to
[01:18:25] move them into booked. This is really
[01:18:28] important because this is one of the
[01:18:29] things that really determines if they
[01:18:31] are a lead or not. Because if they're
[01:18:32] not a hot lead and they're just in the
[01:18:33] contact stage, you're not going to know.
[01:18:34] So as soon as you send out the email the
[01:18:36] SMS it's like book your call. Once they
[01:18:38] book and it's going to come right in
[01:18:40] here trigger is in calendar strategy
[01:18:42] call whatever calendar you have and they
[01:18:44] book it. It's immediately going to come
[01:18:46] down and automatically move them to
[01:18:49] booked. And that is going to really
[01:18:50] start determining what leads are hot and
[01:18:52] what are not. Once they are booked,
[01:18:54] which is a big event, you're then going
[01:18:56] to want to send them a proposal or
[01:18:58] however you do your sales. Is that in
[01:19:00] person? Is it Zoom? Is it a phone call?
[01:19:02] Once you do that or you send them a
[01:19:03] link, it's going to move on to the next
[01:19:05] stage, okay? Which is right in here,
[01:19:06] which is closed. So, if you come right
[01:19:08] in here, trigger payment received. You
[01:19:10] pick whatever you know how you're
[01:19:11] collecting payment. Once that gets
[01:19:13] triggered and you get paid, it's then
[01:19:15] going to move them into closed. So, it's
[01:19:18] going to come right back in the sales
[01:19:19] pipeline and go, "Okay, we sold them. We
[01:19:21] sold John." And it automatically is
[01:19:23] going to move into closed. Two really
[01:19:25] important things. First, this little
[01:19:27] stage change right here is one of the
[01:19:29] most critical. One of the big reasons is
[01:19:31] that when you move from book to closed,
[01:19:33] you now have people that are now buyers,
[01:19:35] which means they are customers, which
[01:19:36] means you can collect reviews from them,
[01:19:38] okay? Surveys, sell them more products.
[01:19:41] It's a whole new kind of lead. Cuz
[01:19:42] remember, when you sell someone, for the
[01:19:44] most part, they're not just sold and
[01:19:45] done. They're actually a new lead, sales
[01:19:48] 101. Now that they come in here, really
[01:19:50] important because this brings in the
[01:19:52] whole new realm of reputation
[01:19:53] management, all these other services
[01:19:54] that you're going to be using. And then
[01:19:56] the second really important part of this
[01:19:58] is onboarding. So, I'm going to link a
[01:20:00] video at the end of this video is going
[01:20:01] to show you how to use AI to automate
[01:20:03] your onboarding. This is where this is
[01:20:05] just killer because as soon as they are
[01:20:07] paid and you send them a thank you and
[01:20:08] you onboard them or whatever your
[01:20:10] process looks like, it could be, hey,
[01:20:12] you know, here's how to get started or
[01:20:14] can you make sure your toilet's clean so
[01:20:16] we can fix it or whatever you're doing.
[01:20:18] This is immediately how you can bring
[01:20:19] them in and then automate this. So, it's
[01:20:21] one more thing that's automated so that
[01:20:22] your guys or whatever service you're
[01:20:24] working for, all they have to do is just
[01:20:26] wait for instructions as opposed to like
[01:20:27] going in and then messaging people back
[01:20:29] and forth and calling people, which guys
[01:20:30] wastes a lot of time. You can then just
[01:20:32] skip all this and then you get straight
[01:20:34] to work. When that's done, we move on to
[01:20:36] the last stage, okay, which is lost. So,
[01:20:38] if you had the call, you went through
[01:20:39] and the lead is lost and they're like,
[01:20:41] well, you know, we didn't want your
[01:20:44] stuff. You want a way to move them to
[01:20:46] lost. And the way you're going to do
[01:20:47] this is by adding a contact tag, which
[01:20:50] is lead lost, which is in the snapshot,
[01:20:52] okay? Which you're going to have to add
[01:20:53] manually. This part isn't automated for
[01:20:55] this video just because everyone's sales
[01:20:56] process is different. You know, leads
[01:20:58] may say something different. Your sales
[01:20:59] process may look different, but once you
[01:21:01] add that, your whole goal is to then
[01:21:03] make sure that they go into lost. And
[01:21:05] then an email goes out and says, "Thank
[01:21:06] you for your time." Again, all this is
[01:21:08] already all set up. But this is
[01:21:09] important because a lot of these people,
[01:21:12] it weeds the good leads from the bad.
[01:21:13] Now these people can always be followed
[01:21:15] up later if you want to mature. But if
[01:21:16] someone gives you a hard note like I am
[01:21:18] not interested, I already have marketing
[01:21:20] or I already have this. It's a good way
[01:21:22] to segment because a lot of people they
[01:21:24] mix bad leads with hot leads and then
[01:21:27] they all start to blend in and then
[01:21:28] you're contacting the wrong people and
[01:21:31] it's just it's really bad because you're
[01:21:33] wasting money and time on emails and
[01:21:34] SMS. So really really important in your
[01:21:37] sales process to make sure you are
[01:21:39] weeding out those leads that absolutely
[01:21:41] do not belong there and then keep the
[01:21:42] hot leads in their own respective
[01:21:45] categories. So that is how this process
[01:21:47] works very simply. So now what I want to
[01:21:49] show you is going to the next level cuz
[01:21:51] as you see here this is just a basic
[01:21:53] building block a basic rubric which
[01:21:55] anyone can use. But what you can do now
[01:21:57] is you can beef this up like crazy. So
[01:21:59] the first thing is you can come into
[01:22:00] pipelines right in here and you can
[01:22:02] click this right here and you can add as
[01:22:04] many stages as you want people
[01:22:06] responding and you want to add in
[01:22:08] respondent if you want to add in send
[01:22:10] review request you know whatever you
[01:22:12] want however your sales process looks
[01:22:14] you want to add that in here okay cuz
[01:22:17] here's one of the things I'm going to
[01:22:18] show you how to do with this building
[01:22:19] block I've given you and this snapshot
[01:22:21] you can take any of these come right in
[01:22:23] here click duplicate workflow and then
[01:22:26] you have basically the same thing where
[01:22:27] you can just switch up a couple basic
[01:22:29] things and then you can just add in as
[01:22:31] many steps as you want because again
[01:22:33] everyone's sales process is different. I
[01:22:34] can't create a universal sales process
[01:22:36] because everyone's in different
[01:22:37] industries. Everyone has different stuff
[01:22:38] but it's the same sort of thing. So what
[01:22:41] I'm showing you how to do is I'm showing
[01:22:42] you how to fish. You see what I'm
[01:22:44] saying? You can use this process in any
[01:22:46] sales process. Then you have it done and
[01:22:47] dialed and if you're niche down, you can
[01:22:50] copy the snapshot and then you have it
[01:22:51] again and again for every single
[01:22:53] business you work through. So if we come
[01:22:54] to new lead, one of the things you can
[01:22:56] do is you can add as many follow-ups as
[01:22:57] possible. you can add this into and
[01:22:59] integrate it into your official sales
[01:23:01] process. So, it's like it continues to
[01:23:03] send them email, SMS, email, SMS, and
[01:23:05] you just add that by clicking this right
[01:23:06] here and then typing in SMS or whatever
[01:23:08] you do right here. And then that way you
[01:23:10] have it's fully built out and it could
[01:23:12] be like a a wait action where if they
[01:23:14] don't respond to this time, another
[01:23:15] thing. That way, it's hammering your
[01:23:16] leads as they come in. Okay? That way,
[01:23:19] you're making sure that it's forcing
[01:23:21] people to the next stage, which is
[01:23:23] contacted or replied or whatever your
[01:23:25] sales process looks like. So you can
[01:23:27] start getting people and moving them
[01:23:29] through this process. Same thing with
[01:23:31] contacted. Same thing with booked. If
[01:23:33] you're coming right in here and you're
[01:23:34] blasting people with emails, it could be
[01:23:36] an email saying book a call, which would
[01:23:38] basically force them to book an
[01:23:40] appointment. Then that way you're
[01:23:41] constantly moving as many leads to
[01:23:43] booked as possible. It's the same thing
[01:23:45] with close with the trigger pay received
[01:23:46] and all of this other good stuff. You
[01:23:48] can add as many things as you want or
[01:23:50] you come in here, copy, and you can just
[01:23:52] basically plug these into your other
[01:23:54] automations. So you can create one
[01:23:56] universal sales process because I'm
[01:23:58] going to move on to the last part which
[01:23:59] is demoing this now. So I can just show
[01:24:01] you how simple and basic this is. So now
[01:24:03] it is time for me to demo this process.
[01:24:04] So first starts up with a new lead.
[01:24:06] Okay, which is doing a form submission.
[01:24:08] So I come right into the form you have
[01:24:09] set up. We're just going to do Declan
[01:24:11] last name O'Reilly. We're just going to
[01:24:12] do 0 89 0988.
[01:24:17] Okay. We're going to do email which will
[01:24:18] be Declan address. We'll do this. We'll
[01:24:20] do this. And then we're going to click
[01:24:22] this. So, now that I've completed the
[01:24:23] form, we then go back. Okay, we need to
[01:24:25] refresh the page, but there it is. It
[01:24:27] immediately got pulled in to your
[01:24:28] pipeline. If you guys are getting a
[01:24:30] freickload of leads and there's just so
[01:24:32] many coming through, you have to have
[01:24:33] this set up. If you have a couple leads
[01:24:35] coming through, you can wing it doing it
[01:24:36] manually, but if you have a ton of
[01:24:38] people filling out your forms and it's
[01:24:40] overwhelming, this is possibly one of
[01:24:42] the best things you can do because it
[01:24:43] will make everything work so much
[01:24:45] smoother. Okay, so now that we have our
[01:24:47] new lead, if you remember, what did it
[01:24:48] do? It sent us that initial email.
[01:24:50] Again, you can stack as many emails as
[01:24:51] you want. So, I'm going to do now is I'm
[01:24:52] going to go to my Gmail and see if we
[01:24:54] got it. And look at that. It is the
[01:24:56] first one that popped up. So, we click
[01:24:58] this and we're like, yo, look at that.
[01:25:00] This is awesome. This is amazing. We now
[01:25:02] have it. Now, if we come back here, can
[01:25:04] we refresh this? And look at that. It is
[01:25:06] now moved, okay, to contact. So, now we
[01:25:08] want to book a call and see if it moves
[01:25:10] from there. So, we're like, okay, sweet.
[01:25:11] We come right in here. We see customer
[01:25:13] booked call, calendar, strategy call. We
[01:25:14] have the calendar right here. We're
[01:25:15] going to click this right here. And what
[01:25:16] we're going to do is we're going to type
[01:25:17] in Dean. We're going to type O'Reilly.
[01:25:19] We're going to type in 0 897-988.
[01:25:23] And then we're going to do this bad boy
[01:25:25] right here. Okay. Test. And then we're
[01:25:27] going to click confirm. And we're going
[01:25:28] to click schedule meeting. Cuz now what
[01:25:31] we want to do is we want to make sure
[01:25:33] that once we go through here, once we
[01:25:35] book that call, it then moves it
[01:25:37] automatically as well. So we come right
[01:25:38] in here and we click refresh. And boom.
[01:25:41] Look at that. How awesome is that? It
[01:25:42] now moves automatically. Okay. So, real
[01:25:44] quick, again, I know I've said this so
[01:25:46] many times, but like this may not look
[01:25:48] super impressive right now, like, "Oh,
[01:25:49] cool. It just automatically moves the
[01:25:51] leads from stage to stage as opposed to
[01:25:53] me just dragging them." And I'm telling
[01:25:55] you guys again, a lot of businesses have
[01:25:57] a ton of leads. And if you actually have
[01:25:59] a sales process where you're making a
[01:26:01] lot of money or even just like mid6
[01:26:03] figures, which is of most businesses,
[01:26:05] you got to have this set up. It may not
[01:26:06] seem impressive now because we're doing
[01:26:08] this with one lead, but I am telling you
[01:26:10] when you have over 10 leads a week, even
[01:26:12] five leads a week, which is very low.
[01:26:14] This is like such a timesaver because if
[01:26:17] you see when this is just stacked with
[01:26:19] leads, and you're like, "Wait, what did
[01:26:20] they are they good? Oh, yeah. Jim, did
[01:26:23] they did they contact you? Did they
[01:26:25] reply?" No, no, no, they didn't. They
[01:26:26] didn't. I was asleep. Whoa, why were you
[01:26:28] asleep? And you're you know, you're
[01:26:29] you're arguing and then you're moving
[01:26:30] these and then some don't move manually.
[01:26:32] It's a nightmare. So again, what I'm
[01:26:34] trying to show you is when you've got
[01:26:35] that volume, this is such a timesaver.
[01:26:37] It also make you way more money because
[01:26:39] you'll know where everyone is in your
[01:26:40] process. Then it's like, okay, we see
[01:26:42] there's a breakdown at contacted. We
[01:26:43] need to send more follow-ups to get them
[01:26:45] to book the calls. From there, you just
[01:26:47] optimize the sales process. Then you
[01:26:49] start selling more people. Like guys,
[01:26:51] this is how you make a lot of money. You
[01:26:52] automate things and you make sure it's
[01:26:54] clean. Okay, so from there, okay, we
[01:26:56] then move on to the next part, which is
[01:26:58] closed. So, for this video, I'm not
[01:27:00] going to do this mainly because I don't
[01:27:01] have a product set up because this is a
[01:27:03] test. I have tested this before. It
[01:27:05] works just the same. But, as soon as
[01:27:07] someone pays said invoice, okay, like
[01:27:09] right in here, they pay it, it moves to
[01:27:10] closed. And then it sends them the
[01:27:12] onboarding. Okay? So, if we come right
[01:27:14] back to this bad boy, it just moves them
[01:27:16] to closed. I know you're like, "Wait a
[01:27:17] minute, what? You didn't do it
[01:27:18] automatically." Just because I don't
[01:27:19] have a product set, I'm not going to,
[01:27:21] you know, buy my own product. Really,
[01:27:23] for that, it it is completely automated.
[01:27:25] I promise. You just go in and you make
[01:27:27] sure that you have this trigger set up
[01:27:29] to the exact product or service you're
[01:27:31] selling and it moves them automatically.
[01:27:33] And this one's a big one because you
[01:27:34] want to make sure this then leads into
[01:27:36] your onboarding sequence. This is like
[01:27:40] so important because if you can automate
[01:27:42] every single step of the way for these
[01:27:44] businesses, they will cry if you leave
[01:27:47] them, which means you can upsell them
[01:27:49] and charge them as much as you want or
[01:27:51] relatively as much as you want. But this
[01:27:52] is like I see so many people that are
[01:27:55] like I don't have a good sales process
[01:27:57] and I don't really have a good
[01:27:58] onboarding experience. It's because so
[01:27:59] much of the stuff they do is so manual
[01:28:01] and when you get a lot of leads manual
[01:28:03] becomes so hard even if you have a
[01:28:04] full-time employee because you don't
[01:28:06] know where stuff's at and stuff gets
[01:28:08] confusing and then the opportunity value
[01:28:09] gets like lost and you're like what is
[01:28:11] going on? So then move on to the last
[01:28:12] part which is if they get on the call
[01:28:14] and they don't like it or however your
[01:28:15] sales process works and they're like we
[01:28:16] hate you go away. It then moves to lost,
[01:28:18] which is critical because if you're
[01:28:20] contacting people that hate you and
[01:28:21] they're like, "Do not disturb. Do not
[01:28:22] disturb." And you're still finding ways
[01:28:24] to contact them, it can hurt your email
[01:28:25] reputation. So, you want to make sure
[01:28:26] the people that are not interested like,
[01:28:28] and I don't mean like someone giving you
[01:28:29] a soft objection. I mean people that are
[01:28:31] like, "F off, get out of my life." Like,
[01:28:33] go away. Like people that are clearly
[01:28:35] not the right the right fit. You want to
[01:28:37] make sure you add this. So, what happens
[01:28:38] then is that you would come right into
[01:28:39] contacts. You would click this. And this
[01:28:41] is for your sales process. And there are
[01:28:43] ways to truly automate this. It's just
[01:28:45] it depends on your sales process. And I
[01:28:46] can't have a universal way to do this,
[01:28:48] but whoever's on the phone is going to
[01:28:49] come right in here and go lost lead. And
[01:28:52] then come in here and you're going to
[01:28:53] click lead lost. You're going to click
[01:28:54] add tags. And then what we're going to
[01:28:56] do is we're going to come right back
[01:28:58] here and we're going to refresh this bad
[01:28:59] boy. Boom. Here we are. It is now in
[01:29:01] here. And you see the tag has been
[01:29:02] added. So again, there are ways to
[01:29:04] automate that. The why I couldn't fully
[01:29:06] automate that is just because everyone's
[01:29:07] sales process is different. If it's all
[01:29:09] text based, it's very easy to do that
[01:29:10] because you can say to an AI chatbot or
[01:29:11] employee like if they say this and they
[01:29:13] go through this criteria, have this tag
[01:29:14] added. So, it can be fully automated.
[01:29:17] It's just again, I can't put in certain
[01:29:19] things when everyone's sales process is
[01:29:21] slightly different. And that's where the
[01:29:22] customization comes in. Now, we're going
[01:29:23] to be doing a full tutorial on payments
[01:29:26] and products inside of Go High Level.
[01:29:27] So, this is how do you send an invoice,
[01:29:29] okay? How do you collect money for your
[01:29:31] agency or your business, how to have
[01:29:33] contracts, how to set recurring bills so
[01:29:36] you get paid every month. It's the basic
[01:29:38] payment stuff that you know you need to
[01:29:40] know that you probably don't. So, we're
[01:29:41] going to be going in depth on all of
[01:29:43] that and a bunch of other amazing stuff.
[01:29:44] Before we jump in though, go right down
[01:29:46] below, smash the subscribe button. If
[01:29:47] you have any questions at all, drop a
[01:29:48] comment down below. So, we're just going
[01:29:50] to come right in here to payments. And
[01:29:52] by the way, I'm going to be going over
[01:29:54] invoices and estimates, all of this,
[01:29:55] documents and contracts, all this,
[01:29:57] orders, subscriptions, payment links,
[01:29:59] transactions, all the product stuff,
[01:30:00] coupon settings, and integrations. I'm
[01:30:02] going to be going over everything. So,
[01:30:04] get ready for a super in-depth tutorial.
[01:30:07] So, one of the first things you're going
[01:30:08] to need to do is integrate a payment
[01:30:10] gateway. as you see right here. So, if
[01:30:11] you come into integrations, okay, this
[01:30:14] is where you plug in your payment
[01:30:16] process. Now, I have other videos on
[01:30:17] this. You have access to Stripe, PayPal,
[01:30:19] Authorized.net, Square, and a bunch more
[01:30:23] options. I mean, you have so many
[01:30:24] different ways to integrate this, and
[01:30:25] it's very simple to integrate. You would
[01:30:27] just come right here, click connect,
[01:30:29] click connect with Stripe. Okay, you're
[01:30:30] going to click that, and it's going to
[01:30:31] take you to a page, and then you just
[01:30:33] log into your Stripe account. If you
[01:30:35] don't have a Stripe account or a payment
[01:30:36] processor, you're going to need to
[01:30:38] create one. But whatever your payment
[01:30:39] processor is, you just go in, click
[01:30:41] connect, follow the steps, and then
[01:30:42] you're good to go. And this is what it's
[01:30:44] going to look like when you're all done,
[01:30:45] set up, and connected. So once you're
[01:30:47] all set up, we actually are going to go
[01:30:49] to products. I think it's the best way
[01:30:51] to start with this because I know you
[01:30:53] would think, oh, we start here, here,
[01:30:55] here, and move like this. But products
[01:30:56] have to do with everything else. Like
[01:30:58] they are the services. So we're going to
[01:31:00] do is I'm going to show you how to do
[01:31:01] products first, and then we're going to
[01:31:03] move in order. That way you can, that
[01:31:05] way, this will all make way more sense.
[01:31:07] So, you're just going to come right into
[01:31:08] products, okay? And you have a couple
[01:31:10] different options. So, the first thing
[01:31:12] you can import as a CSV if you have a
[01:31:14] bunch of different products, let's say
[01:31:15] from Shopify, you upload them in here.
[01:31:17] You can import from Stripe. You just
[01:31:18] click this button and it will import all
[01:31:20] of the, you know, the services you've
[01:31:22] created in Stripe. Very simple, very
[01:31:24] straightforward. Um, if you already have
[01:31:25] stuff built out in Stripe, but then most
[01:31:27] likely to create it, if you don't have
[01:31:28] these, you're just going to click create
[01:31:29] product here or there. So, we're going
[01:31:31] to do create product.
[01:31:36] So once you have your payment processor
[01:31:38] connected, we actually move to products.
[01:31:40] Okay, we're not going to go this way.
[01:31:42] We're going to do that after we move
[01:31:43] [clears throat] to products. But the
[01:31:44] reason I have it this way is products
[01:31:46] have to do with literally everything
[01:31:48] else in this page. I think it's very
[01:31:50] important that we go through products
[01:31:51] first because it's going to make a lot
[01:31:52] more sense that way. But first things
[01:31:54] first, I just want to break down what a
[01:31:55] product is, believe it or not. So a
[01:31:57] product is an item that is sold or
[01:31:58] offered for sale. In this case, a car.
[01:32:01] The example, I bought a car for 20
[01:32:03] grand. Here's why I'm explaining these.
[01:32:06] Services can also be products in high
[01:32:08] level, right? So, monthly SEO can also
[01:32:11] be a product. I know that sounds very
[01:32:13] weird, but I want to make sure this is
[01:32:14] clear because a lot of people get super
[01:32:16] confused like products, what? What do
[01:32:17] you mean? It can be a service, too. Very
[01:32:19] strange, but in high level, they can
[01:32:21] also be services. So, just remember
[01:32:23] that. So, we're going to come right over
[01:32:24] to products, okay? And you're going to
[01:32:26] have three different options. So, first
[01:32:28] you can import as a CSV. If you're using
[01:32:29] Shopify or these other stores and you
[01:32:31] have a bunch of products, you can bulk
[01:32:32] upload. If you already have your if you
[01:32:34] already have your products built out in
[01:32:36] Stripe, you can import from Stripe. So,
[01:32:38] you can take all of them. And then this
[01:32:40] will be how you manually create. And you
[01:32:41] have two different options. So, we're
[01:32:42] going to click create product and you'll
[01:32:44] be brought to a page that looks like
[01:32:46] this. So, just follow along with these.
[01:32:47] So, first thing we're do is put the
[01:32:49] title in. So, we're just going to do
[01:32:51] SEO. Okay? That's just what we're going
[01:32:53] to do for this. You can put in a basic
[01:32:55] description. So, this will be monthly
[01:32:57] SEO. Okay. And you put whatever you want
[01:33:00] in there. Then we can pick an image. So,
[01:33:02] we're going to slap an image in real
[01:33:03] quick. So, we'll come right here to
[01:33:06] Unsplash. We're just going to do SEO.
[01:33:08] We're going to click search. And we're
[01:33:10] just going to click this. And again,
[01:33:13] then we're going to add an image. So,
[01:33:14] we'll just click this right here from
[01:33:15] your image library. We're going to click
[01:33:17] this right here. Okay. We got it
[01:33:19] selected. And then you can do any sort
[01:33:20] of product label or collection. We're
[01:33:22] going to get into that in a little bit.
[01:33:23] any sort of tax category. Again, I'm not
[01:33:26] a lawyer. Consult a lawyer, a CPA on
[01:33:27] that. That's just if it's going to
[01:33:28] include taxes or not. Um, and and you
[01:33:31] just figure that out because, you know,
[01:33:33] every business is different. And then
[01:33:34] down here in prices, you're going to
[01:33:35] have the difference between one time and
[01:33:37] recurring. So, one time is like, give me
[01:33:39] $500. Recurring is $500 every single
[01:33:42] month. So, for this, we're just going to
[01:33:43] do recurring, and we are going to do
[01:33:45] $500. Um, and then this is basically
[01:33:48] like a price anchor. So, we could say
[01:33:51] 700. So like that's how much it normally
[01:33:53] costs. And then right here you have the
[01:33:54] billing period. So monthly, they have a
[01:33:56] free trial, number of payments, and then
[01:33:58] any sort of setup fee, okay, which is
[01:34:01] really cool. And then you got some
[01:34:02] additional options in here, which is
[01:34:03] just price, description, and if you have
[01:34:05] a membership offer. And then which is
[01:34:07] just a membership offer. Then down here,
[01:34:09] you can do any sort of like customizing
[01:34:11] of the product. So like what it looks
[01:34:13] like. And then you just have some basic
[01:34:14] SEO search engine listings, which I
[01:34:16] don't think you need right now. Um,
[01:34:18] again, if this is a product that is
[01:34:20] going to be on an e-commerce store,
[01:34:22] maybe. Um, but for this, we we just
[01:34:24] don't need it. So, once you have all
[01:34:25] that and you're good to go, you're just
[01:34:26] going to click save.
[01:34:29] And then up here, again, that would be
[01:34:31] if you already been and up here, you can
[01:34:33] sync with PayPal or Stripe. Um, that's
[01:34:35] to connect it. But again, if you've
[01:34:37] already done that, it'll already be
[01:34:38] taken care of. We can make sure to save.
[01:34:39] And then we're going to go back. And
[01:34:41] right here, you'll see the product right
[01:34:44] here. And again, you can come right in
[01:34:45] here. You can edit it or delete it just
[01:34:47] like that. And to create more products,
[01:34:48] you just click this. So this is how
[01:34:49] you're going to create all of your
[01:34:51] services. And again, when it's connected
[01:34:52] to Stripe, you can just give people this
[01:34:54] and you now have a product that you can
[01:34:56] collect money from. So if it's
[01:34:57] lawnmowing, if it's cutting people's
[01:34:58] hair, you know, all services and stuff
[01:35:01] will go right under here, just to let
[01:35:02] you know. So this is where you build out
[01:35:04] the stuff that's going to be the money
[01:35:06] side of things. So now you have your
[01:35:07] products created. We're going to go
[01:35:08] right over here to invoices and
[01:35:11] estimates. So let me first explain what
[01:35:13] an invoice is. Invoice is a bill for
[01:35:15] work already done or items already
[01:35:17] provided. Example, you fixed my car. I
[01:35:20] now owe you $200. It's what you send
[01:35:22] after they do the work. And right in
[01:35:24] here, you'll just have a basic dashboard
[01:35:26] of the invoices sent out, the money due,
[01:35:28] all of that good stuff. And to create an
[01:35:30] invoice, we're going to come right up
[01:35:31] here and click new. And you have two
[01:35:33] different kinds. So, you have send
[01:35:35] one-time invoice or send new recurring
[01:35:37] invoice. So, we'll just do send a
[01:35:39] one-time invoice.
[01:35:41] And this is exactly what it looks like.
[01:35:42] You can come in here, you can change,
[01:35:44] you know, uh, what the invoice looks
[01:35:46] like. So, we're just going to do SEO.
[01:35:47] Okay. You can sect the exact customer.
[01:35:49] So, we'll just do
[01:35:52] let's do
[01:35:56] and we'll just pick Mary Graton. Okay.
[01:35:58] So, that's basically who it's going to
[01:35:59] be sent to. And then you basically have
[01:36:01] in here picking the invoice number and
[01:36:03] what it is here. Products. This is why
[01:36:05] this is so important. We just created
[01:36:07] the products because now everything else
[01:36:09] you can just add a product and it's
[01:36:10] done. So, we just come right in here and
[01:36:12] we go, let's select the product.
[01:36:20] So, to create an invoice, we're going to
[01:36:22] come right up in here. We're going to do
[01:36:23] new recurring invoice because that's
[01:36:24] what we created the product on. Again,
[01:36:26] same thing. The product is going to
[01:36:27] match. So, right here, you can pick your
[01:36:29] customer. So, we're going to do uh Mario
[01:36:31] Graton. Okay. All the basic business
[01:36:33] info. Adding products. Really important
[01:36:35] because it's what we just created. This
[01:36:36] is going to be across the board. So, we
[01:36:38] just click add product. We pick this and
[01:36:40] boom, it's done. It all the work is done
[01:36:42] for you. So, you can just plug in your
[01:36:44] products. And this is important because
[01:36:46] if you have a business and they have all
[01:36:47] these different services, you just
[01:36:48] create the products and you can just
[01:36:50] plug stuff in much faster. This is how
[01:36:52] you save so much time. This is why the
[01:36:54] go high level wizard set it up this way
[01:36:56] so you wouldn't be so confused. So, we
[01:36:57] just plug that in right there and you
[01:36:59] can add more products like that. Under
[01:37:00] recurring invoice settings, you can pick
[01:37:02] the exact, you know, cadence of how you
[01:37:05] want it to come out. And you just by
[01:37:06] clicking is it monthly, you know, what
[01:37:08] day, the first, or does it have any sort
[01:37:09] of other things. And then right in here,
[01:37:11] you have additional options, which is
[01:37:13] just some basic descriptions or adding
[01:37:15] any other attachments. And again, for
[01:37:17] this, you would just click save.
[01:37:27] And again, you would just put
[01:37:31] So then we come make sure that you have
[01:37:33] the start date. We'll just do the 22nd
[01:37:35] and um never you know whatever it is.
[01:37:38] We'll do two days in advance. And then
[01:37:40] you just click save or you can schedule
[01:37:42] it for a set time to come out. And then
[01:37:45] right here you basically can manage any
[01:37:47] sort of tips have sort of late fees
[01:37:50] income manage any payment methods. Then
[01:37:51] this is really cool because you can
[01:37:52] convert this to a template. So you can
[01:37:54] use this later for other invoices, which
[01:37:57] is pretty cool, which I'm about to get
[01:37:58] into templates here. So you just click
[01:37:59] schedule and then you're good to go. And
[01:38:01] then you're back. Okay, so boom, we have
[01:38:03] that invoice created. Now, here's what's
[01:38:06] really interesting.
[01:38:09] So as you see here, it's now in
[01:38:11] recurring invoices. So it's popped up
[01:38:13] right down there. So now all the
[01:38:14] invoices are just right like this
[01:38:16] through here. But one thing I want to go
[01:38:18] over.
[01:38:20] So, as you see here, you have So, as you
[01:38:23] see here, go in in So, as you see here,
[01:38:25] you got all invoices, the recurring
[01:38:26] invoice we just created. And then down
[01:38:28] here in templates, I just want to give
[01:38:30] this is really important. You now can
[01:38:31] have templates completely built out. And
[01:38:33] this is one I saved a while ago. So, you
[01:38:35] can just use it very easy. So, you can
[01:38:36] click new template. Okay? And what you
[01:38:39] can do is you can fill this out again or
[01:38:41] you can just add the product that you
[01:38:43] want. Okay? Do this and boom. And click
[01:38:45] save. And here's what you have. You now
[01:38:47] have a new template. and obviously name
[01:38:49] it, but that template can just be used
[01:38:51] again and again and again. So, that's
[01:38:53] really really neat. Um, but I want to
[01:38:55] show you one last thing before we move
[01:38:56] on to estimates is if you come right in
[01:38:57] here to settings, you now will have all
[01:39:00] these settings over. Okay.
[01:39:07] And then in settings, this is going to
[01:39:09] be all the settings pertaining to
[01:39:11] invoices. So, you have business
[01:39:12] information. This is just going to have
[01:39:14] all the basic business info. You have
[01:39:16] email configuration. So what emails it's
[01:39:18] being sent from. Okay. [snorts] You have
[01:39:20] title and terms. So this is any sort of
[01:39:22] you know um invoice titles, terms,
[01:39:24] anything like that. So you plug that in
[01:39:26] right there to know what it's named. You
[01:39:27] have payment settings. So this is like
[01:39:29] the exact, you know, after what kind of
[01:39:31] days it goes after. Late fees, tips, the
[01:39:33] kind of thing we just showed you
[01:39:34] earlier. Okay. Product settings. Again,
[01:39:37] any sort of stuff with importing
[01:39:38] products from Stripe, anything like
[01:39:40] that. Reminder settings. This is just
[01:39:41] like following up with people and email
[01:39:43] notifications. Custom fields. Whole
[01:39:45] video on that. That's just fields that
[01:39:46] they don't have in high level. So maybe
[01:39:48] like uh special secret car is a field,
[01:39:51] you know, whatever that is. Um like
[01:39:52] that. And then any sort of notifications
[01:39:54] to be sent to them. So right here, I
[01:39:56] breeze through this cuz this just
[01:39:58] depends on what you're trying to do. But
[01:39:59] just know if you're trying to tweak
[01:40:01] this, it'll all be in settings. This is
[01:40:03] just the basic business info. But that's
[01:40:06] how you would reach it right through
[01:40:08] there. Now we move on to estimates,
[01:40:11] which is a really cool new feature in
[01:40:12] high level. Before I even jump in, I
[01:40:14] just want to explain what this even is.
[01:40:16] So, an estimate is a guess of how much
[01:40:19] an estimate is a guess of how much
[01:40:20] something will cost given before the
[01:40:22] work is done. The example, you might fix
[01:40:25] my car for around $200, but I'm not sure
[01:40:27] yet. So, the whole point of estimates is
[01:40:29] like, okay, someone wants something
[01:40:31] done, like I want SEO done. It's like a
[01:40:32] proposal almost like this will cost X.
[01:40:35] And this is great to send to people so
[01:40:36] they have that rough idea of what's
[01:40:38] going on before they buy. So, all we do
[01:40:40] is we click new estimate. And guys, the
[01:40:43] rubric is the same. It's the same format
[01:40:45] across all of these. Okay. So, we'll
[01:40:46] take their name. So, we'll just do
[01:40:48] estimate SEO. And again, you put in
[01:40:51] whatever you want. You have the basic
[01:40:52] info. You select the exact customer or
[01:40:53] D. We're going to do Mary Gradon. Okay.
[01:40:55] Pick estimate settings. So, estimate.
[01:41:03] Then you have estimate number. So, what
[01:41:05] number is it? The issue date. When does
[01:41:06] it expire? Because again, these expire.
[01:41:08] Add products. Just like before, we can
[01:41:10] click this right in here. Select the
[01:41:12] product right here. And boom, you now
[01:41:14] have an estimate for this. And what you
[01:41:16] can do is you can change up, you know,
[01:41:17] pricing for that. Again, frequency, how
[01:41:19] often do you want this to be sent and
[01:41:20] whatnot. And then any sort of additional
[01:41:22] options. So, add a terms and conditions,
[01:41:24] basically a contract, adding the
[01:41:25] attachments, or send an invoice on top.
[01:41:28] And again, these are great if you're not
[01:41:29] sure what sends cost and you want to
[01:41:31] just send someone a proposal. Estimates
[01:41:32] are great. But you guys are starting to
[01:41:34] see very simply, it's the same exact
[01:41:36] form. You just make sure the info looks
[01:41:38] good. You pick the exact sort of
[01:41:40] timestamp and when you want to go out,
[01:41:42] the exact customer you want, add any
[01:41:45] terms and conditions, and then you just
[01:41:46] click send. And then you just click
[01:41:49] send, and you're done. It's that that
[01:41:51] simple. Or save, and this will save and
[01:41:54] this will save the estimate for later.
[01:41:56] And again, right in settings, it's the
[01:41:57] same thing I went over. It's just basic
[01:41:59] business info. So that's how you send an
[01:42:01] invoice and an estimate. So now, let's
[01:42:02] move on to documents and contracts.
[01:42:05] Really fast. I'm just going to explain
[01:42:06] what a document and a contract is and
[01:42:08] their difference. A document is any file
[01:42:11] like a proposal, report, or receipt used
[01:42:14] to share information. Example, I create
[01:42:17] a document for the customer detailing
[01:42:19] the car repair process. It's just a
[01:42:21] document that outlines whatever you're
[01:42:23] doing. It's similar to an estimate, but
[01:42:25] it's just an internal document for any
[01:42:27] sort of thing you have. Contracts on the
[01:42:29] other hand, okay, is a legal document
[01:42:31] that both parties sign to agree to the
[01:42:33] terms like agreeing on the price for car
[01:42:36] repairs. Example, a car repair contract
[01:42:39] outlines the cost, services, and timely.
[01:42:41] Both you and the customer agree to sign
[01:42:43] on the work. So this is legally binding.
[01:42:45] Like you get a house, you sign the deed.
[01:42:46] Okay? So this is like
[01:42:50] so the contract is just legally binding.
[01:42:51] It's like we get X if we pay you Y. You
[01:42:54] know what I mean? And then both parties
[01:42:55] sign it. And it's very much a contract.
[01:42:58] shake hands, you're good to go. So, this
[01:42:59] brings the legal side. So, it
[01:43:01] technically is a document, but it's the
[01:43:04] legal side of the document. So, I know
[01:43:06] this can get a little confusing, but
[01:43:06] just make sure you understand the
[01:43:08] difference between the two. So, you're
[01:43:09] going to come right in here. You're
[01:43:10] going to click new, and you have two
[01:43:11] options. You can upload PDF. So, if you
[01:43:13] use OcuSign Panda doc, you can just
[01:43:14] download and upload, and it will keep
[01:43:16] the rough format. Or you can do new
[01:43:18] document. So, what we're going to do is
[01:43:19] we're going to do new doc document and
[01:43:21] we're going to go through this. First
[01:43:23] things first, you want to name your
[01:43:25] document. So, we're going to do um SEO
[01:43:27] document
[01:43:29] and then we're going to go through. So,
[01:43:30] first things first, you add what you
[01:43:32] want here. So, you can add text fields,
[01:43:34] okay? You can add images, you can add
[01:43:36] videos, you can add tables, okay? You
[01:43:39] can add a product list. This is your
[01:43:40] listing of your products. You can add a
[01:43:42] page break, which is separates it, a
[01:43:43] signature, which you know what that is,
[01:43:44] a text field, a date, initials, and a
[01:43:46] checkbox. So, again, what we'll do is
[01:43:48] we'll have a signature down here. That's
[01:43:50] going to be so they sign. Remember, this
[01:43:51] has to be legally binding product list.
[01:43:54] So, we're going to do is remember the
[01:43:55] remember remember that product we
[01:43:56] created. Remember that? How cool is
[01:43:58] that? We're just going to add this in.
[01:44:00] That way you guys can get away with a
[01:44:02] lot of stuff and just be done. So, we're
[01:44:03] just going to do this SEO contract. And
[01:44:06] again, I'm just kind of breezing through
[01:44:07] this. You guys want to make sure this
[01:44:09] actually looks good and not like this.
[01:44:11] But I'm just adding that very simply
[01:44:12] right there. Then I add a signature or I
[01:44:15] can add, you know, initials. And now
[01:44:17] this is legally binding and this is
[01:44:19] going to show up in the submissions.
[01:44:21] Okay. So, this is really important
[01:44:22] because now you can send legally binding
[01:44:25] contracts right in here. This is going
[01:44:27] to be how many pages do you want to the
[01:44:29] contract. Okay. Document variables, when
[01:44:31] it was created, sent out, simple stuff
[01:44:33] like that. Recipients, this is what you
[01:44:36] send it to. So, if you come right in
[01:44:37] here, and again, you can make sure they
[01:44:38] sign it, but let's do where is Mary
[01:44:40] Gradon. Okay. And then you just pick
[01:44:44] whatever you want. So, we'll just do
[01:44:45] guest visitor.
[01:44:49] And then to send to someone, you just
[01:44:51] pick exactly who you want here or you
[01:44:52] can just click add new client, put in
[01:44:54] their info and then click send. And
[01:44:56] what's going to happen is once this goes
[01:44:57] in, you'll just click send and it will
[01:44:59] immediately send it to them. So you just
[01:45:02] put in the contact info and then it will
[01:45:03] send it to them. Then right here, you
[01:45:04] can do any sort of payment settings. So
[01:45:06] again, if we set up the product, not
[01:45:08] really needing to do that, you can kind
[01:45:10] of just forget about that um because the
[01:45:12] product's going to take care of it. And
[01:45:13] then you have any sort of settings, you
[01:45:14] know, what the email is, what you want
[01:45:16] the email subject to be with custom
[01:45:18] fields and whatnot. So very simple, very
[01:45:20] straightforward. So again, it's it's
[01:45:21] very simple. You just pick exactly what
[01:45:23] you want. I recommend you go in, you
[01:45:25] slap a product in there and then go in
[01:45:27] and then make sure, okay, you just add a
[01:45:30] basic signing. That way, you'll have
[01:45:31] beautiful products pre-made. And again,
[01:45:33] in my private community, I have a bunch
[01:45:36] of things and documents already built
[01:45:37] out in contracts that you can just plug
[01:45:38] in, slap your name on, um, and be done.
[01:45:40] That way, you can sell much faster. But
[01:45:42] we're going to preview this real quick.
[01:45:43] And boom. Look how cool that is. Simple
[01:45:45] as that. Um, and again, you just click
[01:45:47] save and then you're good to go. It's as
[01:45:49] simple as that. When you send it out,
[01:45:51] you'll see right here it'll say waiting
[01:45:53] for others. So, it's been sent.
[01:45:54] Completed will be the ones that have
[01:45:56] been signed. And then payments of evil
[01:45:57] collected. So, this is what you'll see
[01:45:59] um right in there. Um, so that's pretty
[01:46:01] cool. And then templates. This is just
[01:46:03] the templates you've created. So, you
[01:46:05] can quickly send out contracts. So, say
[01:46:07] we went to that other one and we created
[01:46:08] a template. That template, okay, from
[01:46:11] that other one we created would just be
[01:46:12] there again. and we could just change
[01:46:13] the initials or change, you know, who it
[01:46:15] is and send it. I recommend if you have
[01:46:17] services that require contracts, so like
[01:46:18] someone building a porch or selling a
[01:46:20] car, whatever it is, create a standard
[01:46:22] template, okay, through through
[01:46:24] documents, contracts, save it, and then
[01:46:27] you have a template so you can just send
[01:46:28] it out and just change the initials or
[01:46:30] who it's being sent to. Huge timesaver
[01:46:33] right there. Highly recommend you do it.
[01:46:34] And again, for this, you can just click
[01:46:36] new template. Okay, add it in just like
[01:46:39] this. and and through here it's the same
[01:46:40] exact thing we just went through. Um so
[01:46:43] you can do it like that or what you can
[01:46:45] do okay is you can upload a PDF which is
[01:46:48] just right here you come in upload PDF
[01:46:50] we'll bring it and then create a public
[01:46:51] document that anyone can use which is
[01:46:53] like users in your team but that's a
[01:46:55] great way to save time. So again I
[01:46:57] highly recommend you go in there and you
[01:46:59] build out a a document that and I highly
[01:47:01] recommend you go and you build out a
[01:47:02] contract that you can use for everyone
[01:47:04] save you a ton of time. So, that's how
[01:47:07] you do all of that. But again, there's a
[01:47:10] settings. So, I want to be thorough and
[01:47:11] go through this. In settings right here,
[01:47:13] it's going to have who is it sending
[01:47:15] from, what email, any sort of blind
[01:47:17] carbon copy or who it's getting sent to.
[01:47:19] Okay? Again, basic custom fields and and
[01:47:21] and basic email configurations, which is
[01:47:24] important for when you're sending out
[01:47:25] because it's coming from you. So, make
[01:47:26] sure you fill this out if you're sending
[01:47:28] this stuff. Team notifications, this is
[01:47:30] what users are being pinged. Um, and
[01:47:32] then product invoicing is any sort of
[01:47:34] invoicing being attached. So, just make
[01:47:36] sure you, you know, check this out.
[01:47:38] Again, every business is different, so I
[01:47:40] can't really do examples because it
[01:47:41] depends on what you're doing. But again,
[01:47:42] any questions you have, you can drop
[01:47:43] them down below. But that's just how
[01:47:45] this process would work. Okay? So,
[01:47:52] so now you're going to come into orders.
[01:47:53] Okay? So, all orders is is for
[01:47:55] e-commerce. It's all of the people that
[01:47:57] have boughten from your website. It'll
[01:47:58] all be listed just like this. And
[01:48:00] abandoned checkouts is if someone has
[01:48:02] placed, okay, like they were going to
[01:48:04] buy some shampoo and then they never
[01:48:06] basically bought. They just left it in
[01:48:07] their shopping cart. Like in Amazon, you
[01:48:09] may have products in your shopping cart.
[01:48:11] This way you can create an automation
[01:48:12] that will start hammering them with
[01:48:13] follow-up to get them to buy. Actually,
[01:48:16] super important. This is a big one, but
[01:48:18] this is for e-commerce if you're using
[01:48:19] Shopify. So, definitely let me know if
[01:48:20] you have any questions on that cuz that
[01:48:22] is money right there. Subscriptions.
[01:48:24] Okay, this is basically just like
[01:48:26] recurring products. Okay. And and again,
[01:48:29] it's the same rubric. You just pick the
[01:48:31] customer you want. You pick the exact,
[01:48:33] you know, product you want. Um, then you
[01:48:36] just click schedule. Again, you want to
[01:48:37] make sure your payment processor is is
[01:48:38] dialed in. But it's very similar. You
[01:48:40] guys are starting to see it's the same
[01:48:41] thing across the board. So, you just
[01:48:44] want to make sure you're like, "Okay, we
[01:48:45] have SEO that goes out every month." You
[01:48:47] can just create the subscription, pick
[01:48:48] the person, and send it out. Pick the
[01:48:50] exact product and you're done. You guys
[01:48:51] now see why whenever products first, it
[01:48:53] has to do with everything. Once you
[01:48:54] create a product, all of this moves. so
[01:48:57] much faster. It will save you so much
[01:49:00] time. And actually, speaking of saving
[01:49:01] time, payment links are amazing. These
[01:49:03] are basically quick payment links you
[01:49:05] can send out on the spot just to collect
[01:49:07] payments. So, you're not having a
[01:49:08] contract.
[01:49:10] So, you're not having to contract.
[01:49:11] You're not doing any sort of more
[01:49:13] complicated stuff. You can just quickly
[01:49:14] send out a payment link and collect
[01:49:16] payment fast. And this is great for you
[01:49:19] to show your clients how to collect
[01:49:22] money quick. This I actually think is
[01:49:24] very underrated and you need to be
[01:49:25] teaching service based business owner
[01:49:27] how to do this. So again, boom, we click
[01:49:29] the product, save a bunch of time, looks
[01:49:30] real cool. You have any sort of options.
[01:49:33] So require customers to add a phone
[01:49:35] number, collect customer address, allow
[01:49:36] coupon codes, which we're going to go
[01:49:38] over in a second. And then letting you
[01:49:39] adjust the quantities and anything like
[01:49:41] that. And then you have what do you want
[01:49:42] the payment button to say? So we can
[01:49:44] have it say book, you can have it say
[01:49:45] donate. You can change this up here to
[01:49:47] whatever you want. Okay. You have add
[01:49:49] terms and conditions, which is great if
[01:49:51] you're like want like a basic simple
[01:49:52] contract on there. Um, and then your
[01:49:54] name up here. And then you just click
[01:49:56] save. And then when you're done, you
[01:49:58] just click save. These are awesome
[01:50:00] because you can just send this out
[01:50:02] immediately and you have a basic.
[01:50:15] And these are amazing because they'll
[01:50:16] save you so much time and also they'll
[01:50:18] save your clients so much time. We come
[01:50:20] right in here
[01:50:22] and we'll come right in here and boom,
[01:50:23] this is what it looks like. You can just
[01:50:25] send this to them instantly and they
[01:50:26] just pay. So big time saver actually for
[01:50:28] your agency. You should also have this
[01:50:30] dialed too because this will save you a
[01:50:31] lot of time. That way when someone's
[01:50:32] like, "Dude, I'm ready to go." You're
[01:50:34] not sitting there like clicking buttons
[01:50:36] and trying to figure out what to do. You
[01:50:37] get that payment link, you send it, you
[01:50:38] click payment, and then you're good to
[01:50:40] go. So once you're done, you just click
[01:50:41] save or you click copy and send to the
[01:50:43] customer. So really really recommend you
[01:50:46] guys, you know, lean into the payment
[01:50:48] links because they'll save you so much
[01:50:51] time. Okay. Then we have transactions.
[01:50:53] This is just all of the transactions you
[01:50:55] have across the entire products board.
[01:50:58] All down here, which awesome, super,
[01:51:00] super cool. You can see all that. And
[01:51:02] then back in here, we have products. And
[01:51:04] we have a couple different things in
[01:51:05] here to go over. You have collections.
[01:51:07] So this is just groupings of products.
[01:51:09] So if we come to create collection, you
[01:51:12] pick the name you want. So, we'll do
[01:51:13] test. Add the image you want. Um, pick
[01:51:16] anything like that.
[01:51:23] So, then we have collections. So, all
[01:51:25] this is is groupings of products. Okay.
[01:51:28] So, it's like everything to do with
[01:51:29] toothbrushes, everything to do with
[01:51:34] this like everything to do with
[01:51:35] toothbrushes, everything to do with
[01:51:36] shampoo, all the different kinds of
[01:51:38] shampoo. So, stuff like that. You just
[01:51:39] click create collection, put the name
[01:51:41] and put the image in, go through the
[01:51:42] additional options and create it. Again,
[01:51:44] you don't have to have that. That's just
[01:51:45] an additional feature they have.
[01:51:47] Inventory is going to be if you have
[01:51:49] like physical stuff. So, if you're
[01:51:51] selling shampoo, you're selling cars,
[01:51:52] and there's actual quantities. SEO,
[01:51:54] there's no quantities cuz it's payable.
[01:51:56] So, this is where you're going to see
[01:51:57] your inventory. This is really big for
[01:51:58] e-commerce. And then reviews, which is
[01:52:00] pretty cool, is reviews on products or
[01:52:03] services. So, someone can go, "Oh, I
[01:52:05] didn't like this shampoo." And they
[01:52:06] leave review. So, it's very much like
[01:52:09] Amazon's reviews for if you have an
[01:52:11] e-commerce store. And yes, you could do
[01:52:13] through that. Um, so you could do, you
[01:52:15] know, so you could have it for SEO, but
[01:52:17] you don't really need it. But that's
[01:52:18] kind of how that works. So, now that you
[01:52:20] understand all that, I want to show you
[01:52:21] how to set up a quick product page
[01:52:23] because I think this is really, really
[01:52:25] important. And then we're going to go
[01:52:26] right into coupons. We're going to come
[01:52:28] right into sites. Okay.
[01:52:31] We're going to get into new funnel.
[01:52:33] We're just going to do from blank. We're
[01:52:35] not okay.
[01:52:38] We're going to click.
[01:52:45] So now I want to show you how to create
[01:52:47] a product page. So we're going to come
[01:52:49] right down to sites. Okay, we're going
[01:52:51] to go over coupons here in a second. New
[01:52:52] funnel. We're going to pick this. We're
[01:52:54] just going to do test and we're going to
[01:52:56] click create. So we're going to click
[01:52:58] add new step. Okay. So we're just going
[01:52:59] to put test and you put whatever the
[01:53:02] name you want in here. We're going to
[01:53:03] click create funnel step. What I'm going
[01:53:05] to do is I'm going to show you how to
[01:53:06] just slap a quick product in and then be
[01:53:08] able to add coupon codes just for an
[01:53:10] example. Again, what a product is is if
[01:53:12] you have a bunch of pages on a website.
[01:53:14] Again, you can add this however which
[01:53:15] way you want. You can have this on a
[01:53:17] website page. You can have this
[01:53:18] wherever. This is just where your
[01:53:19] products will be listed so people can
[01:53:20] buy on the spot. Um, so we're going to
[01:53:22] come right in here. We're going to click
[01:53:24] edit in new tab. Right in here, we'll
[01:53:26] just do full width section right here.
[01:53:28] We'll just do add a row. We'll just do
[01:53:29] one column. We're going to do now is
[01:53:31] we're just going to come right in here.
[01:53:32] We're going to go to
[01:53:35] So, we come right in here. We're going
[01:53:36] to go to elements. We're going to scroll
[01:53:37] all the way down. We're just going to do
[01:53:38] a one-step order form. You can do a
[01:53:39] two-step, but I'm just showing you the
[01:53:41] basics. So, what this is is this is now
[01:53:43] a page that you can plug your info into.
[01:53:46] So, what we're going to do is we're
[01:53:47] going to come right in here. Okay. We're
[01:53:49] going to come to
[01:53:53] once you're here before we add the
[01:53:54] product, you can edit it all right here.
[01:53:56] So, if you go under advanced, you can
[01:53:57] get rid of, you know, headline, you can
[01:53:59] get rid of shipping if you don't have
[01:54:00] it, and everything here will be right
[01:54:02] here. So, let's say you don't want, you
[01:54:04] know, to have phone number, you don't
[01:54:06] want to have shipping. You just would
[01:54:08] come in and click it out or just go like
[01:54:10] this and get rid of stuff just like
[01:54:12] that. So, you pick exactly what you want
[01:54:14] in here. Okay? And and and that's up to
[01:54:16] you. Again, enable cart mode. That's
[01:54:18] going to allow them to pick quantity.
[01:54:20] So, we get rid of that. They will not be
[01:54:21] able to do that once you have your
[01:54:23] product in. Um, any sort of pricing
[01:54:25] information. Order B. This is if you
[01:54:27] have e-commerce and just basically um
[01:54:29] upsells or something else. Enable coupon
[01:54:30] codes. This is if you have coupon codes.
[01:54:32] Um, enable terms and conditions. If you
[01:54:34] have this like a mini contract, a toos,
[01:54:36] you can add it just like that. Um, and
[01:54:38] any other things you want. Sticky
[01:54:40] contact. This just allows them to um,
[01:54:43] leave their contact information so they
[01:54:44] can keep buying if this is e-commerce.
[01:54:46] New contact means they have to refill in
[01:54:48] it. Um, just like that. Um, and then
[01:54:50] validate disposable email and other
[01:54:52] simple stuff like that. So, it's very,
[01:54:54] very straightforward. Again, the reason
[01:54:56] why I'm breezing through this is I have
[01:54:57] other videos on funnels and adding this
[01:54:59] in. So, I'm assuming you've watched that
[01:55:02] and you get how to do this. If you don't
[01:55:03] understand that, please go watch that
[01:55:04] video cuz I have a video dedicated to
[01:55:06] literally what all this stuff does, but
[01:55:08] I'm assuming you know that. Um, so let's
[01:55:10] move forward. As you see right here, we
[01:55:12] now need to add our product. So, we're
[01:55:13] going to come up here and click save.
[01:55:15] We're going to go right back and we're
[01:55:16] going to click back. Okay. And now we're
[01:55:19] going to add a product in. Once we're
[01:55:21] right here on the exact page we just set
[01:55:23] up, we're going to go to products and
[01:55:24] we're going to click add product. And
[01:55:26] we're going to click the exact product
[01:55:27] we created. See, aren't you happy now
[01:55:28] that we created the products first? Cuz
[01:55:30] you use it for everything, the exact
[01:55:32] same price you want. Everything else is
[01:55:33] good. Any sort of additional options you
[01:55:35] want to have, but I think this is
[01:55:36] perfect. So, we're just going to click
[01:55:38] and then down here, you're just going to
[01:55:39] want to put one that's just like for
[01:55:40] charge, holding a charge on a card. So,
[01:55:43] we just click save. And then what we're
[01:55:45] going to do is we're going to come back
[01:55:46] here. Okay. We're going to come right to
[01:55:48] test. And from there, you're all good to
[01:55:51] go and you're all connected. And then
[01:55:52] what you would do is you would just come
[01:55:54] right back here and you would view it.
[01:55:56] So you can see said product info. Again,
[01:55:59] we don't have payment processors set up
[01:56:00] for this test account, so you know, it's
[01:56:02] not going to pop up. But that's how you
[01:56:03] would do it. You just view it and then
[01:56:04] you'd be good to go. But here's the
[01:56:06] other thing I want to show you.
[01:56:09] And then you would be good to go. What I
[01:56:10] want to do is I want to now show you
[01:56:11] coupons because what a coupon is is if
[01:56:14] you come right in here to this page
[01:56:16] right here, it'll be right here and it
[01:56:17] will give them a code. So a discount
[01:56:19] off, which is really, really cool. So we
[01:56:21] come right in here to create coupon. In
[01:56:23] case you put your coupon name in, you
[01:56:25] enter your coupon code or you click
[01:56:27] generate and it will give you said
[01:56:28] coupon code. You can do it for a select.
[01:56:31] You can do it for percentage coupon fix
[01:56:33] coupons. We'll do percentage. So again,
[01:56:35] it'll be 50% off. You click the start
[01:56:36] date. Remember, it has to have a date.
[01:56:38] Coupons don't last forever. I mean, you
[01:56:40] could technically make them that way.
[01:56:41] Um, and then end date, we'll just do the
[01:56:43] 30th. You pick the exact time you want.
[01:56:45] Um, then you have a couple options. So,
[01:56:46] limit the number of times it can be
[01:56:48] used. Okay. Limit this coupon to certain
[01:56:50] offers. limit to one use per customer
[01:56:53] and then apply any sort of stuff for
[01:56:55] recurring info. So you would just come
[01:56:56] in there, pick which one you want and
[01:56:58] then click
[01:57:02] and then click create. Okay, so once
[01:57:04] it's created, what you would do, and
[01:57:06] this is going to be scheduled because
[01:57:07] it's not rolling out just yet. It's
[01:57:08] rolling out on the 22nd. You would just
[01:57:10] copy and paste this this link and then
[01:57:12] when you're
[01:57:14] and then you would come in and you just
[01:57:15] enter it like that and click apply and
[01:57:17] you'll get the discount. And this is
[01:57:19] great. If you create this coupon code
[01:57:21] and you have people coming in and you're
[01:57:23] like, "Oh my gosh, let's, you know, give
[01:57:25] them a coupon code." And this is, and
[01:57:27] this is so powerful for if you're
[01:57:28] running, you know, email marketing
[01:57:30] blast, SMS blast, and you want to get
[01:57:31] more people in, like, especially for
[01:57:32] hair salons. Use the coupon code. If you
[01:57:34] bring a friend, you'll save 50% off.
[01:57:37] This way, you send it out in your email,
[01:57:38] your SMS or whatever you're blasting.
[01:57:40] Um, and they can just take that coupon
[01:57:42] code and apply. Great for database
[01:57:43] reactivation, too. you can just use this
[01:57:45] and then get a ton of easy sales because
[01:57:47] people are getting a discount and it's
[01:57:48] incentive for them to buy. Now, so
[01:57:51] that's how you would do that. You would
[01:57:52] just go through, you follow the exact
[01:57:53] same steps and then you're good to go.
[01:57:56] Last but not least, we have settings and
[01:57:58] we kind of went over a lot of this
[01:57:59] already in different spots, but I'm just
[01:58:01] going to run you through it anyway. So,
[01:58:03] you have receipts. So, this is the
[01:58:04] receipt that gets sent after someone
[01:58:05] buys. You have the basic email stuff,
[01:58:07] some of the from the from name that
[01:58:09] always gets sent, the from email, which
[01:58:11] you guys want to configure and come
[01:58:13] click save. So every time you send an
[01:58:15] email, it's from the same exact, you
[01:58:17] know, person. It's not switching every
[01:58:18] time. Taxes, again, consult a lawyer
[01:58:20] about this or, you know, do your own
[01:58:22] research. This just depends on what
[01:58:23] you're selling. You know, different
[01:58:25] things vary. Um, and you just click if
[01:58:26] you want them included or not. And then
[01:58:28] you add what tax categories you have.
[01:58:31] Again, every business is different. So,
[01:58:34] um, you got to figure that out for
[01:58:35] yourself. Notifications. This is just
[01:58:37] the notifications from you know with
[01:58:39] people being and the notifications is
[01:58:41] just you know as you see right here for
[01:58:42] the abandoned cart if someone doesn't
[01:58:44] you know check out with their stuff it
[01:58:45] sends them they'll just notify you so
[01:58:47] you
[01:58:51] and then notifications you have like the
[01:58:53] abandoned cart which again if someone
[01:58:55] doesn't pay you know and they have that
[01:58:56] stuff living in the in in the cart it'll
[01:58:58] basically go through and send you
[01:59:00] notifications so you know exactly what's
[01:59:01] going on um them too and then any sort
[01:59:03] of order confirmation so someone buys
[01:59:05] from you it pings you going, "Oh,
[01:59:06] somebody just bought shampoo or whatever
[01:59:08] you want. Shipping delivery." If you
[01:59:10] have an e-commerce store and you have
[01:59:11] shipping products, you're going to want
[01:59:12] to add zones in here. And the way you do
[01:59:15] this is you just click add zone. You
[01:59:16] pick, you know, the country, you pick
[01:59:18] the place, whatever you want, and then
[01:59:19] you add it in. So then it calculates the
[01:59:21] shipping cost, which is really, really
[01:59:23] cool. Um, and then shipping or gym, you
[01:59:25] know, pick the basic info, business
[01:59:27] name, phone, email, street address, and
[01:59:29] other simple stuff. That way, you plug
[01:59:32] this all in and then you're good to go.
[01:59:33] So, it's it's very simple. It's very
[01:59:35] straightforward. You just want to make
[01:59:36] sure you go through and configure all
[01:59:37] this, especially if it's for your
[01:59:39] clients, have them go in and just fill
[01:59:41] this stuff out so you know exactly what
[01:59:42] to do if it's for ecom. Um, cuz you may
[01:59:45] want to check that out. That's it. That
[01:59:46] is the entire payments page. So, that is
[01:59:49] it. That is the entire payments section
[01:59:51] covered. I went through this super
[01:59:53] in-depth. I hope this answered your
[01:59:54] questions. Again, I'm assuming you knew
[01:59:56] certain parts of this. So, please, if
[01:59:57] you didn't understand certain things,
[01:59:59] like, you know, creating pages and new
[02:00:01] stuff, go to my channel. I have tons of,
[02:00:02] you know, resources on this. Also, if
[02:00:04] you have any questions about anything at
[02:00:05] all, okay? Like strategy, how to do
[02:00:07] this, just drop a comment down below. I
[02:00:08] answer it really fast. Down below, I do
[02:00:10] have a 30-day free trial linking for
[02:00:12] Grow High Level. Please go check that
[02:00:13] out. Sign up. If you sign up with that,
[02:00:15] you'll get access to me, a partnership
[02:00:16] idea where you get one-on-one help,
[02:00:18] snapshots, goodies, potential free
[02:00:19] clients, and so much more. So, go check
[02:00:22] that out because that will be huge for
[02:00:24] you. Um, it's a 30-day free trial link
[02:00:26] down below. So, you can just check that
[02:00:27] out for free. Uh, but other than that,
[02:00:31] but other than that guys, thank you so
[02:00:33] much for watching and as always, go High
[02:00:35] Level Wizard out. If you're interested
[02:00:36] in High Lee, but you also want help
[02:00:38] learning it and learning how to sell it,
[02:00:40] I recommend checking out my 30-day free
[02:00:42] trial link right down below where not
[02:00:44] only will you get 30 days of High Leo
[02:00:46] free, you'll also get access to all of
[02:00:48] my bonuses, which will help you on this
[02:00:50] journey. So, I'm talking you getting
[02:00:51] access to a private community full of
[02:00:53] winners where you can network and get
[02:00:55] your questions answered. I'm talking
[02:00:56] trainings on how to use Highle trainings
[02:00:58] on how to get clients, systems on how to
[02:01:00] get clients that I've already built out,
[02:01:02] snapshots, sales scripts, AI prompts,
[02:01:04] white label onboarding videos, premium
[02:01:05] snapshots. I mean, everything you could
[02:01:07] possibly need, but more importantly, the
[02:01:09] ultimate handholding experience so you
[02:01:11] can master all this and get all of your
[02:01:12] questions answered in real time. You can
[02:01:14] literally hop on Zooms with me and
[02:01:16] message me whenever you want. You have
[02:01:18] access to six live coaching calls per
[02:01:20] week with real agency owners that are
[02:01:22] selling high level. So you're getting
[02:01:23] not just some random coach, you're
[02:01:25] getting real agency owners giving you
[02:01:26] their advice to help you out. And we
[02:01:28] have six days a week. So you can
[02:01:29] basically get all of your questions
[02:01:31] answered and really learn this thing in
[02:01:32] depth. So again guys, all of these
[02:01:34] calls, all these trainings, this entire
[02:01:36] private community, this is all free when
[02:01:38] you sign up with high level right down
[02:01:39] below. So when you go down and you click
[02:01:40] the link and you sign up, we will email
[02:01:42] you access to this and then we can get
[02:01:44] you started. And if you don't see an
[02:01:45] email access, just drop a comment down
[02:01:46] below and we will get you settled. So
[02:01:48] again guys, thank you for watching.
[02:01:49] Check out the link down below and let's
[02:01:50] get back to the video.
[02:01:56] So to access this AI agent studio, we're
[02:01:59] going to come into your high level
[02:02:00] dashboard. We're going to go right down
[02:02:01] to AI agents and we're going to click
[02:02:02] agent studio. Okay, it's going to look
[02:02:05] just like this. So to create your first
[02:02:07] agent, all we need to do is click create
[02:02:09] agent. We're going to put a name in. So
[02:02:11] we're just going to name it Lisa. And
[02:02:13] then we're just going to leave this as
[02:02:14] is. You put whatever name in and
[02:02:15] whatever description in. Then you're
[02:02:17] going to click create agent. So this is
[02:02:20] very much like make.com or nadn. It's
[02:02:22] basically building a custom AI agent to
[02:02:25] do tasks. So this is different than the
[02:02:27] voice AI agents and the AI chatbots and
[02:02:28] all this stuff because it's combining it
[02:02:30] all into one. So before I go through
[02:02:33] what all of these mean and how to build
[02:02:34] an AI agent, I first want to explain
[02:02:37] really what this is, how it's different,
[02:02:39] and why it is important. Because I'm
[02:02:41] telling you guys right now, this is the
[02:02:42] future of everything. So go high levels
[02:02:44] AI agent studio lets you create an AI
[02:02:46] that chats. So, think conversation AI
[02:02:48] talks on the phone, voice AI, and
[02:02:51] handles tasks. Ask AI allinone, saving
[02:02:54] you time and helping you get more leads.
[02:02:56] It is taking all of the AI features
[02:02:57] pretty much of AI employee and putting
[02:03:00] them into one sentient agent as you see
[02:03:02] down here. And guys, this just came out.
[02:03:04] This is new, so it isn't as powerful as
[02:03:05] it will be, but as it gets better, this
[02:03:08] will be able to do almost anything for
[02:03:09] you. Think of it as like a VA, a robot
[02:03:12] VA to do whatever you want. Guys, I'm
[02:03:14] telling you right now, this is like it's
[02:03:16] almost freaking me out how powerful it
[02:03:17] is. And it's the kind of thing where
[02:03:19] it's only going to get so good and so
[02:03:21] powerful so fast that you can replace so
[02:03:24] much of your team with this. This is
[02:03:26] going to be the hottest thing to sell in
[02:03:28] 2026 alongside the AI voice agents and
[02:03:30] chat bots because they're all going to
[02:03:31] be blended into one. So, here's a couple
[02:03:34] things that this can do because this
[02:03:36] isn't just a basic agent. So, first off,
[02:03:38] it can handle all your calls and texts
[02:03:40] automatically. again, conversation AI,
[02:03:42] AI voice agent, which then goes into
[02:03:44] basically booking appointments and
[02:03:45] following up non-stop for you so you
[02:03:47] don't have to. Then what it can do is it
[02:03:50] can create videos, images, and generate
[02:03:52] text so you can work harder on
[02:03:54] converting your leads, which I'm going
[02:03:55] to show you later to do. This AI could
[02:03:58] send a lead a video of you or whoever it
[02:04:00] wants to generate of you like buy GHL
[02:04:03] right now and it will generate the video
[02:04:04] and send it to them like fully sent to
[02:04:06] you. Do you see how powerful that is? It
[02:04:08] can generate this stuff and send it out.
[02:04:10] Then it learns and gets smarter over
[02:04:11] time. So, it's self-learning. This is
[02:04:13] the really big one where it's going to
[02:04:15] get even more powerful is it can
[02:04:16] research for you. It can do tasks,
[02:04:18] complete workflows. It's basically in
[02:04:20] the future, and it's not like this just
[02:04:22] yet, but it's going to be able to go in,
[02:04:24] build out a funnel, connect it to an
[02:04:26] automation, connect it to a form. It'll
[02:04:28] be able to do jobs for you inside of
[02:04:30] High Leo. Again, think AI VAS. Like,
[02:04:34] this is this is going to give people
[02:04:35] such a big advantage. They will move so
[02:04:37] much faster than everyone else. It's
[02:04:38] unfair. And last but not least, you're
[02:04:40] just combining everything all in one. So
[02:04:42] you have everything in one place. This
[02:04:44] is the beginning of it. But this is
[02:04:46] going to be the future because people
[02:04:47] are going to have one AI agent that's
[02:04:48] going to run everything for their
[02:04:50] business. It's going to turbocharge
[02:04:51] people's output. So now we're going to
[02:04:53] go back to the builder and I'm going to
[02:04:55] explain what all of these mean, okay?
[02:04:57] And walk you through building an AI
[02:04:58] agent. So I want to let you know that
[02:05:00] this is actually better than stuff like
[02:05:02] N8N orake.com because it can take this
[02:05:04] and add it to the CRM and have all the
[02:05:06] features in high level together to make
[02:05:07] it way more powerful. You don't have to
[02:05:09] take other things third party and put it
[02:05:11] in. It's everything in one place for one
[02:05:14] price. So the first thing over here we
[02:05:16] have the nodes. So all of this stuff is
[02:05:18] building blocks. Each one of these is a
[02:05:20] building block of your AI agent. You
[02:05:21] take these, you put them on here just
[02:05:23] like this. You drag and drop, you fill
[02:05:25] it out, and that's what's going to build
[02:05:27] your AI agent. So that's the basics of
[02:05:29] how this works and if you click it, you
[02:05:30] can either edit it or delete it. So
[02:05:32] first up, we have the AI agent node. So
[02:05:35] this is the brain of this entire
[02:05:38] operation. It's basically what thinks
[02:05:39] it's the AI agent. So we pull this out.
[02:05:41] You come in, you put the exact prompt,
[02:05:43] the AI agent you want, then you pick the
[02:05:45] exact AI model you want. Okay, I am.
[02:05:48] Obviously, we want to put more down, but
[02:05:50] once you have all of that through, you
[02:05:51] would just click save and then it would
[02:05:53] be done. And then obviously from there
[02:05:55] you can just go like this to connect and
[02:05:57] then put the condition in to have it
[02:05:58] work. But again I'm just showing you and
[02:06:00] explaining what that is. But that's the
[02:06:01] first node is the AI agent. Then what we
[02:06:04] have is we have the sequential node.
[02:06:06] This node just runs things in order. So
[02:06:08] step one, step two, step three. It's
[02:06:10] just basically the chain of sequences
[02:06:12] that have this entire thing flow. And
[02:06:15] again you drop it in and you add in your
[02:06:17] processing nodes which are these right
[02:06:18] here which we will get to in a second.
[02:06:22] So then what we have is we have end
[02:06:24] node. So this node we put down this will
[02:06:26] end okay the AI agent. So this is going
[02:06:30] to be and it can't be connected because
[02:06:31] we have to actually have nodes in here
[02:06:32] but we have to have working nodes. But
[02:06:34] what this is going to do is this is
[02:06:35] going to stop the agent after the tasks
[02:06:36] are done. That way it has a hard stop.
[02:06:39] Okay. And that's basically what you're
[02:06:40] going to do to stop your operation. It's
[02:06:42] like a stop in an automation. Then what
[02:06:44] we have is we have search knowledge
[02:06:45] base. So this is if it needs to
[02:06:46] basically gather data. We put this in.
[02:06:48] We'd put the exact instructions. Then we
[02:06:50] would pick the exact knowledge base you
[02:06:52] want. And what this is going to do is
[02:06:53] this is going to have it go through and
[02:06:55] look at said knowledge base so it knows
[02:06:57] exactly what to say because it doesn't
[02:06:59] just pull this from the ether. It pulls
[02:07:00] it from somewhere. Then what we have is
[02:07:02] the search the web node. So if you want
[02:07:04] your AI agent to go in and search the
[02:07:06] web, you can put the instructions you
[02:07:08] want to do. Then the query of the web
[02:07:09] search and it will go on Google or
[02:07:10] wherever other AI LM and it's going to
[02:07:13] search stuff. So, if you are doing stuff
[02:07:14] for real estate and you want to know,
[02:07:16] you know, the exact prices and compare
[02:07:18] listings, it'll go through and it'll
[02:07:20] search the internet for you and do that
[02:07:22] research automatically. This is where
[02:07:23] research becomes really powerful and you
[02:07:25] can have it answer way more complex
[02:07:27] questions. So, like comparing prices of
[02:07:30] clothing, stuff with real estate, stuff
[02:07:32] with law firm pricing, like you can do
[02:07:34] so much more. Bidding on jobs, it can
[02:07:36] know so much more. It has way more
[02:07:38] capability than regular agents because
[02:07:40] it can search the internet. Then what we
[02:07:43] have right here is what's called the MPC
[02:07:45] server node. This is going to connect
[02:07:48] your AI to other AIS and other servers
[02:07:50] basically kind of like Zapier to give it
[02:07:52] more powerful. And you just fill out the
[02:07:54] proper instructions. And from there you
[02:07:56] can then connect this with so many other
[02:07:58] things to give it superpowers. This is
[02:08:00] where this is more advanced stuff, but
[02:08:01] this is where you make this thing like
[02:08:03] invincible. And this can do with web
[02:08:05] hooks and other stuff like that where
[02:08:06] you really get really dialed in. Then
[02:08:08] what we have is we have the API call
[02:08:11] node. So this is a lot more like Zapier.
[02:08:14] This could you know connect to Google
[02:08:15] Sheets, put in spreadsheets. It's
[02:08:17] basically working within different
[02:08:18] platforms to connect and do stuff like
[02:08:20] that. So this is very powerful if you
[02:08:21] want to connect to other software
[02:08:22] similar to this one to really get this
[02:08:24] booming. Now what we have is we have the
[02:08:26] generative AI and the capture
[02:08:27] information. So what these are is these
[02:08:30] are different tasks that it can do. It
[02:08:31] can generate audio using AI. It can
[02:08:34] generate images using AI. It can do text
[02:08:36] generation via AI and it can create
[02:08:38] videos via AI. Then it can collect the
[02:08:41] email address, the phone number, the
[02:08:42] single choice, and the text input. And
[02:08:43] these are basically things that you can
[02:08:45] put inside the node. So for example, if
[02:08:47] we come right up here, okay, and we were
[02:08:49] to do a sequential node. If we were to
[02:08:51] click and add processing node, we would
[02:08:52] take one of these. So once you're
[02:08:54] building, you would come in and you go,
[02:08:55] okay, after we start, what I immediately
[02:08:57] wanted to do is I wanted to generate a
[02:08:58] video. We then would drop this in and
[02:09:01] then we go through the steps of having
[02:09:02] generated a video or capture the email
[02:09:04] address. So that's where you'll drag and
[02:09:05] drop to create said agent. So then up
[02:09:08] here we have variables which are like
[02:09:09] kind of like custom values, custom
[02:09:11] fields. You can plug in global prompts
[02:09:12] which is basically what you can apply to
[02:09:14] the entire AI agent just like a basic
[02:09:16] prompt. You can click test which we'll
[02:09:18] run through in a sec. We test it save
[02:09:20] and then publish. Um and that's
[02:09:22] basically how you walk through. So now
[02:09:23] what I'm going to do now that you
[02:09:24] understand all of this and guys if you
[02:09:26] have any questions on any of this please
[02:09:27] drop them down below. I will answer
[02:09:29] personally. I want to make sure I help
[02:09:30] you out. I now want to go through
[02:09:31] building a basic AI agent for you. And I
[02:09:33] want to let you know again and I've said
[02:09:35] this multiple times. This is in the
[02:09:36] beginning stages. This is new. It's not
[02:09:38] as good as it's going to be. And soon
[02:09:40] it's going to connect with all of High
[02:09:41] Level. So when someone submits a form,
[02:09:43] it's going to go through and do
[02:09:44] everything. But right now, it is in the
[02:09:46] beginning stages. So don't worry about
[02:09:47] that. But it's going to keep getting
[02:09:48] better. So now we're going to do is
[02:09:50] we're going to create a basic, very,
[02:09:52] very basic
[02:09:54] tool, okay? A basic AI agent. So first
[02:09:56] thing we're going to start with our
[02:09:57] start node, okay? Then what we're going
[02:09:59] to do is we're going to come right into
[02:10:02] let's do video generation. I'm just
[02:10:04] going to walk you through this slide
[02:10:05] thing. So, what we're going to do is
[02:10:07] create me a video of a guy running and
[02:10:14] saying by GHL
[02:10:18] from the GH
[02:10:21] L wizard. He has best community.
[02:10:27] Boom. Just like that, you put in this
[02:10:29] exact variable name, which we leave as
[02:10:31] is. That's just for storage purposes.
[02:10:33] Then we can pick either VEO or VO fast.
[02:10:35] Guys, this is the most powerful U model
[02:10:37] we have out right now. It's super
[02:10:38] powerful. Pick the exact aspect ratio,
[02:10:40] then the resolution, and then we're
[02:10:41] going to click save. Then what we're
[02:10:43] going to do is we're going to click
[02:10:44] connect. So, I'm going to be building a
[02:10:45] couple basic ones just to show you
[02:10:47] because we have a lot here. But the
[02:10:48] whole goal is we can chain stuff
[02:10:49] together to build something super
[02:10:51] powerful. So, in the future when someone
[02:10:52] submits a form, we can send this
[02:10:53] immediately. So, we're going to click
[02:10:55] save. Then, from there, we're going to
[02:10:56] come right in and we're going to click
[02:10:58] generate to see this test go through.
[02:11:03] Boom. Look at that. Okay, let's check
[02:11:05] this out.
[02:11:06] GHL from the GHL Wizard.
[02:11:09] Obviously, I gave it really, really low
[02:11:11] prompt, but that's pretty good though.
[02:11:13] That's pretty good. I mean, that looks
[02:11:15] that looks pretty real. So, if we go
[02:11:16] back and let's look at this right now
[02:11:20] from the GHL Wizard.
[02:11:22] That's pretty good. That's like this.
[02:11:23] And you could do whatever you want. I
[02:11:25] mean, we can we can try it again. Let's
[02:11:27] go and let's say create me video of a
[02:11:31] woman mowing a lawn saying cuz guys what
[02:11:36] I'm showing you is it's not that you're
[02:11:38] going to be adding this in. It's the
[02:11:39] power and the creativity to when leads
[02:11:41] come in. You could send them videos to
[02:11:43] convert them and do all kinds of stuff
[02:11:44] guys. It's only going to get crazy from
[02:11:46] here. So we have this now. So what I'm
[02:11:48] going to do now is generate and let's
[02:11:51] see what this can do for us. Actually we
[02:11:55] want to save that first. So, let's see.
[02:11:56] Hopefully, it did that. All right. It
[02:11:58] didn't save properly as you saw before.
[02:12:00] So, I have to save this and do this
[02:12:02] again cuz you just saw. We'll see if it
[02:12:05] understands my bad spelling. If it does
[02:12:07] that, it's brownie points. But, it just
[02:12:08] basically changed the view.
[02:12:10] GHL from the GHL wizard.
[02:12:12] Well, that's a better video running
[02:12:14] there. But again, I'm giving it very
[02:12:16] poor instruction. Like, I'm just being
[02:12:18] broad. You could get really in-depth.
[02:12:19] Like, have it looking at me, have it
[02:12:21] walking at a certain pace, have the
[02:12:22] background be dragons. Like you can get
[02:12:24] as specific as you want. I'm not showing
[02:12:26] you this again just to be like, "Hey, we
[02:12:28] can create cool images." There's so much
[02:12:30] you can do with image and video
[02:12:32] generation, closing leads, okay? Setting
[02:12:35] proper estimates, showing what your lawn
[02:12:37] would look like once it's mowed. Show
[02:12:38] your teeth what it look like once
[02:12:40] they're done because you're dental, you
[02:12:41] know, a dental clinic. There's so much
[02:12:43] you can do with this. And I'm telling
[02:12:45] you, what's going to end up happening is
[02:12:46] the vast majority of businesses are
[02:12:49] going to take way too long to adopt
[02:12:50] this. So there's going to be this window
[02:12:52] of probably over a year where a bunch of
[02:12:55] businesses are going to get way ahead.
[02:12:57] And when they get way ahead because
[02:12:58] you've helped them, they will have way
[02:13:00] more money which they'll be able to
[02:13:01] spend on you if you've done stuff
[02:13:02] properly. That's where I see this going.
[02:13:05] I mean, I really do. I would place and
[02:13:06] bet all my money on this if I could.
[02:13:08] This is where I see this going. And
[02:13:10] there's going to be a huge wealth, huge
[02:13:12] wealth gap coming here soon where all
[02:13:14] the people that are using AI, especially
[02:13:15] businesses, are just going to destroy
[02:13:17] every other business. and the other
[02:13:18] businesses are going to take too long to
[02:13:20] evolve. I just see it. It's just going
[02:13:22] to be the end for a lot of businesses
[02:13:23] because they don't evolve. But this is
[02:13:24] where you come in and you sell this to
[02:13:26] them and help them out so they can get
[02:13:27] ahead while it matters most. So, okay,
[02:13:30] let's check this one out now.
[02:13:33] I buy GHL from the GHL wizard. He has
[02:13:39] best community.
[02:13:40] I didn't even put in best community, but
[02:13:42] I put that Oh, I did. But see, that's
[02:13:44] pretty good. That's pretty good. what do
[02:13:46] you think or not? Like I give it very
[02:13:47] little and it was able to create that.
[02:13:48] Again, I'm just doing this for fun and
[02:13:51] just showing you what it can do, but it
[02:13:52] can do so much more. Haircut, I want my
[02:13:54] hair to look a certain way. Send him a
[02:13:56] video. Send him an image. I want my lawn
[02:13:57] to look a certain way. I want my
[02:13:58] retainer roll. Like, I want estimates.
[02:14:00] Just think and it can do it. That's
[02:14:01] where we're getting. It's getting crazy
[02:14:02] really fast. So then if we didn't like
[02:14:04] this and we want to do that, there's all
[02:14:06] kinds of other stuff we can do here.
[02:14:07] Like you see here, okay, having a search
[02:14:09] knowledge bases, having it connect to
[02:14:11] other software. So, it's like, hey, I
[02:14:13] want to immediately have Square, you
[02:14:15] know, booking appointments be plugged
[02:14:16] into here. It's almost like Zapier, it's
[02:14:18] coming to that. Um, even the stuff with
[02:14:20] researching the internet is big. Like,
[02:14:22] if we came in here and want to fetch,
[02:14:24] you know, info on the web, let's say,
[02:14:25] give me the average quote for a backyard
[02:14:33] renovation.
[02:14:35] Okay, sorry, my spelling is I'm typing
[02:14:37] so fast right now. But this I want to
[02:14:39] show you guys this. So, we were to do
[02:14:41] this. We come in here. We could connect
[02:14:43] this. And I'm just showing you can do
[02:14:45] this for real estate, Zillow, seeing the
[02:14:47] prices of listings, stuff with law
[02:14:48] firms, and literally whatever you want
[02:14:50] you could do. So, if we click save,
[02:14:51] okay, and we come to test. Okay. We're
[02:14:53] going to come right in here and we're
[02:14:54] just going to do generate and we're
[02:14:57] going to see what it does and see what
[02:14:59] it pulls up because it's now going to go
[02:15:00] from here and search the internet. Oh,
[02:15:03] okay. We'll tell it search the web.
[02:15:06] We'll do that. I guess you got to be
[02:15:07] more specific with these things. Boom.
[02:15:10] Look at that. So it is pulling from the
[02:15:12] actual legitimate averages. The reason
[02:15:17] this is important is in the future when
[02:15:19] this can, you know, chat with the
[02:15:21] internet, it can go through a and
[02:15:23] generate images. There's so much you'll
[02:15:25] be able to do with that. Like having an
[02:15:26] AI agent that can actually do this kind
[02:15:28] of stuff will make it able to go up
[02:15:31] against complex sales. And when they
[02:15:34] properly iron out all the kinks with
[02:15:35] this AI agent, okay, and it can check
[02:15:37] the internet while generating images,
[02:15:39] while connected to other servers, what
[02:15:41] it's going to be able to do is it's
[02:15:43] going to give it the ability, listen
[02:15:44] closely, to do complex sales. I'm
[02:15:48] talking replacing good salespeople. Now,
[02:15:50] some of you guys might freak out because
[02:15:51] you're a salesp person, but you want to
[02:15:53] get on this now and use it so it can
[02:15:54] help you to sell for you because it's
[02:15:56] going to make sales crazy powerful here
[02:15:59] soon because it's going to have the
[02:16:00] ability to check everything and be more
[02:16:02] sentient and aware in answered, you
[02:16:04] know, deals closed, all that stuff once
[02:16:06] you have them set up. An agent list is
[02:16:08] where you're going to see all of your AI
[02:16:10] agents. So, very simply to create an
[02:16:12] agent, we're just going to click this
[02:16:14] button here. But before I do that, I
[02:16:16] just want to say really fast, we are
[02:16:18] going to be covering both inbound
[02:16:20] calling and outbound calling with go
[02:16:22] high level. So if you don't know what
[02:16:23] that means, inbound is when someone
[02:16:25] calls your number, it just picks up and
[02:16:27] does, you know, the answering and
[02:16:28] talking. Outbound is you calling them,
[02:16:32] which is really powerful. In this video,
[02:16:34] we're going to cover both of them. And
[02:16:35] real quick, if you come in here and you
[02:16:38] do not see enable outbound calls as of
[02:16:40] yet, it might be there. You're going to
[02:16:42] have to go to agency view, come down to
[02:16:44] settings, and go all the way down to
[02:16:46] labs. Once you get into labs, you're
[02:16:48] going to come to sub account. Then
[02:16:50] you're going to come right in here, and
[02:16:51] you're going to click voice. Once we
[02:16:53] find voice, you're going to come right
[02:16:55] down to this bad boy right here. This
[02:16:57] might be already active, but just in
[02:16:59] case it's not, you're going to have to
[02:17:00] come in, you're click activate feature,
[02:17:02] click the exact sub account you want,
[02:17:04] then click submit, and it's going to do
[02:17:06] it for the account you want. So, to
[02:17:08] create your agent, we're going to come
[02:17:09] right in here and click create agent.
[02:17:11] You're not going to do browse
[02:17:12] marketplace because this is just going
[02:17:13] to be picking pre-built ones, but we
[02:17:15] want to create our own agent today. So,
[02:17:16] you're going to click this and click
[02:17:18] continue. So, first thing you're going
[02:17:20] to do is put your agent name in. You're
[02:17:23] then going to make sure the business
[02:17:24] name is in there. You're then going to
[02:17:25] click the exact language you want it to
[02:17:27] speak in. Then you're going to pick the
[02:17:29] voice. Okay? So, you have a ton of
[02:17:31] different options here. This is really,
[02:17:33] really cool. So, we come here.
[02:17:34] It wasn't the storm that
[02:17:36] Chris McGuire here from Chicago. Once
[02:17:38] upon a time,
[02:17:38] the '90s were fun
[02:17:40] in the stillness of cont.
[02:17:43] Um, here's my super.
[02:17:44] But your point is you have a bunch of
[02:17:45] these and you can click accents you
[02:17:47] want, genders you want, anything. You
[02:17:49] can even search and I mean they have so
[02:17:52] many voices and really cool they partner
[02:17:54] with 11 Labs which is a really cool
[02:17:56] voice um AI company like a language
[02:17:58] model for AI voices and they have the
[02:18:01] best voice. I've never seen any platform
[02:18:03] with better voices than high level. I
[02:18:04] mean they have it all. So you pick which
[02:18:06] voice you want and then we'll be good.
[02:18:07] The '90s were fun.
[02:18:08] In the stillness of contemplation,
[02:18:10] sharing kindness is like a your solution
[02:18:13] for taking any video. Tonight, we
[02:18:16] investigate true crime UK shocking
[02:18:18] motorway madness. And
[02:18:19] okay, so this
[02:18:20] we're going to do hope. That's what
[02:18:21] we're going to pick. You pick whatever
[02:18:22] you want, though. Um, but once you pick
[02:18:24] your your accent or your voice, you can
[02:18:26] click it right there. Then you're going
[02:18:27] to want to pick the time zone you're in.
[02:18:28] Then you're going to have your agents
[02:18:30] initial message. And this is what
[02:18:32] they're going to say as soon as they
[02:18:33] answer the phone. Don't worry, there's
[02:18:34] also one for outbound, but we have to
[02:18:36] set that up. and we're going to do that
[02:18:37] in a sec. So, just bear with me. We're
[02:18:38] going to go over that. So, you're just
[02:18:39] going to leave it as is or you can just
[02:18:40] do like hello, how are you? We're just
[02:18:42] going to leave this as is today. Then,
[02:18:44] right up here, you have advanced
[02:18:45] settings. So, right here you have
[02:18:47] maximum call time. This just limits the
[02:18:49] call. You can do more or less. Then we
[02:18:52] have idle time. So, this is basically in
[02:18:53] between the ringing. Um then you pick
[02:18:55] exactly what you want. Agent behavior.
[02:18:58] Okay. You can make it respond fast, you
[02:19:00] can um moderate, you can make it respond
[02:19:03] normal. Interruption sensitivity. I like
[02:19:05] this to be as high as possible. You want
[02:19:06] it to immediately be like and stop
[02:19:08] talking when they talk. Trust me, people
[02:19:09] love interrupting. Humans were we're
[02:19:12] selfish creatures. Um, then from here,
[02:19:14] you're gonna want this about right here,
[02:19:15] cuz this is going to be like the
[02:19:16] creativity and whatnot of the call and
[02:19:18] how it kind of goes off. And then right
[02:19:19] here, you can leave everything as is,
[02:19:22] but these are just going to be like
[02:19:23] speeds and stuff like that. And right
[02:19:25] here, you can click and see what these
[02:19:27] are. So like voice volume, obviously the
[02:19:29] volume of the voice, voice speed, voice
[02:19:31] temperature, adjust the expressiveness,
[02:19:33] so like how crazy is it type thing.
[02:19:35] Again, you pick these. This is the only
[02:19:36] one I would go through. And then
[02:19:38] background sound. This is really cool,
[02:19:40] guys. And this is a new feature. They
[02:19:42] have a background sound because if it's
[02:19:44] just clear, it's kind of trippy. Like
[02:19:46] it's like this is a little weird.
[02:19:47] Background sound is almost how it always
[02:19:49] is with cold. So you can pick what you
[02:19:51] want and in here it's going to actually
[02:19:54] put like a coffee shop. people drinking
[02:19:55] their coffee, you know, like this,
[02:19:57] putting it in. That's what it's going to
[02:19:58] be. But you want to decide what you want
[02:20:00] to have. So you have all these options.
[02:20:02] Just pick one. I recommend you have one.
[02:20:04] So then you click confirm. And then from
[02:20:06] there, our first page is filled out plus
[02:20:08] the advanced settings. From there, we're
[02:20:09] going to click next. Then right in here,
[02:20:12] we get to a really important part, which
[02:20:14] is agent goals. So this is where we
[02:20:16] configure the agent properly. So the
[02:20:18] first thing we're going to need to have
[02:20:19] is a knowledge base. So a knowledge base
[02:20:21] is the info from which the AI bot pulls
[02:20:24] from. because without info, it doesn't
[02:20:25] really know what it's talking about. So,
[02:20:27] this is what we're going to do. And this
[02:20:28] is where the prompts I have for free
[02:20:31] right down below are going to save you
[02:20:33] so much time. So, we're going to come
[02:20:36] right up here and we're going to click
[02:20:37] switch to advanced mode. So, the first
[02:20:39] thing we're going to do is we're going
[02:20:40] to click create new. So, then we come
[02:20:42] right up to create knowledge base. We're
[02:20:44] going to put in the name. So, we'll just
[02:20:45] do the business name STEM landscaping
[02:20:48] knowledge base. Description. This is for
[02:20:50] if you have multiple knowledge bases
[02:20:52] within one sub account. So, we're just
[02:20:53] going to do for this landscaping
[02:20:55] knowledge base cuz we only have one, but
[02:20:56] if you had a bunch, you'd want to put
[02:20:58] your descriptions there. Now, what we're
[02:20:59] going to do here is we're going to use
[02:21:00] the web crawler. You can also use FAQs,
[02:21:02] but this is what we're going to do
[02:21:03] because we're going to get this really
[02:21:04] fine-tuned and you're going to use my
[02:21:05] prompts. A lot of people go on and they
[02:21:07] create this really fast and then it
[02:21:09] doesn't work properly and then they
[02:21:11] complain that it doesn't work properly
[02:21:13] because they didn't take a little extra
[02:21:14] time to configure it properly. Take a
[02:21:16] little more time with this and it will
[02:21:17] work much better. So, when we come to
[02:21:19] Reb Quality, we're going to come right
[02:21:20] in here to ad source. And the first
[02:21:21] thing you're going to do is you're going
[02:21:22] to put in the business's website. If
[02:21:25] they don't have one, don't worry. We
[02:21:26] have another part we're going to be
[02:21:27] adding in, but you want to put in their
[02:21:29] website so they have all of the info.
[02:21:32] Then, you're going to click extract
[02:21:33] data. So, you just put the website in
[02:21:35] and click extract data. Now, up here,
[02:21:37] they don't have a website. You could
[02:21:38] also just add FAQs and that'll help, but
[02:21:40] you want the website. Next, what we're
[02:21:42] going to do is we're going to come right
[02:21:44] to this prompt I have, and this is right
[02:21:45] down below, and this is free for you
[02:21:47] guys. We're going to quickly come in and
[02:21:48] copy and paste this. We're going to get
[02:21:50] it. We're then going to come to chat GBT
[02:21:52] or whatever language model you use.
[02:21:54] We're going to click paste. And guys, if
[02:21:55] you don't know what this is, this is
[02:21:57] going to be creating a knowledge base.
[02:21:58] So, it is a professional in a niche. So
[02:22:01] important. This is what people miss out
[02:22:02] on. And this is why their bots don't
[02:22:04] work as well. They don't train them
[02:22:06] properly. But me, the wizard, multiple
[02:22:08] award winner, I know these things. So,
[02:22:09] I'm trying to help you fast track and
[02:22:11] and and not have all the stress that
[02:22:12] most people have. So, now we're going to
[02:22:14] put in your niche. We're going to do
[02:22:16] landscaping. And all we're going to do
[02:22:18] is click enter. And what this is going
[02:22:20] to do is it's going to build out all of
[02:22:23] the possible things on landscaping so it
[02:22:25] understands the landscaping niche. And
[02:22:27] you can do this for any industry. The
[02:22:29] point is is you want the bot to
[02:22:30] understand the basis of this because if
[02:22:33] it doesn't, it's going to kind of wing
[02:22:35] it and do some things you don't want to
[02:22:36] do. So then once this is done, you're
[02:22:38] going to take this entire thing. You're
[02:22:40] going to copy it. Okay? So you have it.
[02:22:42] Then I'm going to show you a little
[02:22:42] trick. You're going to come in here and
[02:22:44] we're going to come right to sites and
[02:22:45] we're going to come right into funnels
[02:22:46] or websites. We're going to click new
[02:22:48] funnel. We're going to do from blank.
[02:22:50] We're going to do knowledge base. Again,
[02:22:51] you put the name in there. Then we're
[02:22:52] going to come right into add new step.
[02:22:54] We're just going to do knowledge base
[02:22:56] stem landscaping. Guys, this is a sweet
[02:22:59] little trick I'm about to show you. We
[02:23:01] then come to create from blank. And then
[02:23:03] we come right in here and we're just
[02:23:04] going to slap this in. And again, you
[02:23:05] could just share this in a Google sheet
[02:23:08] or whatever, but a lot of people don't
[02:23:10] have the Google products. They have
[02:23:11] Outlook. So, this is an easier way to
[02:23:12] put it and have it all on your website
[02:23:14] because it gets a little hard to keep
[02:23:15] track of when you have a ton of
[02:23:16] businesses and you have a ton of
[02:23:18] different Google Sheets and it's like
[02:23:19] whose account are we using? Nightmare.
[02:23:20] So, what we're going to do is we're
[02:23:21] going to put this on high level instead.
[02:23:24] Then what we're going to do is we're
[02:23:25] going to come right into paragraph.
[02:23:26] We're going to paste this and we're
[02:23:27] going to come right here and we're going
[02:23:28] to paste everything we have. You can
[02:23:30] leave it just like that because it can
[02:23:32] read it. Again, you can make it look
[02:23:33] pretty if you want, but it can read it.
[02:23:35] It's super smart. It's AI. Um, and from
[02:23:37] here we can do save. And then just to be
[02:23:40] a little safe, we can come right in
[02:23:41] here. We can put a headline in. And we
[02:23:43] can do this right here. Okay, this first
[02:23:46] line right here. And then all we're
[02:23:48] going to do, guys, this is going to save
[02:23:50] you so much time cuz again, this is on
[02:23:51] everyone's account. You can have this
[02:23:53] same knowledge base. We're going to take
[02:23:54] this. We're going to come right here.
[02:23:55] You can connect a domain if you do not
[02:23:57] have a domain connected. Then you can
[02:23:59] connect your domain if you want to make
[02:24:00] it live. But if you don't have a domain
[02:24:01] yet, all we're going to do is we're
[02:24:02] going to click this and we're going to
[02:24:03] drag this exact URL. We're going to come
[02:24:06] right back. We're going to come back up
[02:24:08] to agents. We're going to come back to
[02:24:09] knowledge base. Click the knowledge base
[02:24:11] we had. Okay. Add source webcrawler.
[02:24:15] Boom. Extract data. Now, you do that
[02:24:17] with a live domain if you have it.
[02:24:19] Whatever it is, you're just going to put
[02:24:20] it inside of a funnel, okay? Like this
[02:24:23] or a website page. That way, you have
[02:24:25] all of their stuff. And then we're going
[02:24:27] to put it back inside as part of their
[02:24:29] knowledge base. Now, it is trained on
[02:24:31] landscaping. You guys see how easy this
[02:24:34] is and powerful. And again, this prompt,
[02:24:35] and we have another one about to show
[02:24:36] you in a sec, is just right down below.
[02:24:37] They'll be both in one. It is yours
[02:24:39] free. You don't have to sign up with my
[02:24:41] affiliate, nothing. It is yours free,
[02:24:42] and it will speed up the process. So,
[02:24:44] boom. It is now trained. We are looking
[02:24:46] good to go. So, that's the first part.
[02:24:48] Then, once we have the knowledge base,
[02:24:49] we're going to come back into voice AI.
[02:24:51] We're going to come to agent list and
[02:24:52] we're going to go right to Rebecca, what
[02:24:54] we had set up, and we're going to finish
[02:24:55] setting up. So, we're going to go to
[02:24:56] agent goals. We're going to come right
[02:24:57] in here. We're going to select the exact
[02:24:59] knowledge base. So, boom. It now has the
[02:25:01] knowledge base. Then we're going to
[02:25:03] switch to advanced mode again to finish
[02:25:04] the prompt. Now, I want to let you know
[02:25:06] you can absolutely leave this as is. You
[02:25:09] can just pick out the basic stuff for it
[02:25:11] to collect and then click next. But I
[02:25:13] will say basic mode is not as good. Yes,
[02:25:16] it will take a little bit more time. I'm
[02:25:18] talking like 3 to 5 minutes to set up
[02:25:20] the advance. It's very easy and I have
[02:25:21] the prompt so don't worry. But here's
[02:25:23] the thing. When you just do the basic,
[02:25:25] it often will not work the way you want
[02:25:26] to work. And a lot of people short track
[02:25:28] this process and then complain that it
[02:25:30] doesn't work right. you're gonna have to
[02:25:31] do a little bit more to get it to be
[02:25:32] perfect. And when it comes to closing
[02:25:34] deals, you'll want it to be perfect. And
[02:25:35] it also takes so little time with my my
[02:25:38] prompt. So, we have that right there. We
[02:25:39] have the knowledge place. Now, what we
[02:25:40] have is the prompt. So, right here, it's
[02:25:42] kind of like cool, but it's it's kind of
[02:25:44] basic, too. It's it's not really good.
[02:25:46] So, that's where we enter my second
[02:25:48] prompt, which these are both on one
[02:25:50] page, so don't worry. But this is
[02:25:51] really, really cool. And what this is
[02:25:54] going to do is this is going to train
[02:25:55] the AI bot directly on your business, so
[02:25:57] it acts like it. We're almost creating
[02:25:59] its personality. So then what we're
[02:26:00] going to do is we're going to take this
[02:26:01] entire prompt. Okay, we're going to get
[02:26:04] it. We're going to copy it. We're going
[02:26:06] to come back to Chad GBT and we're going
[02:26:08] to click this right here. All you're
[02:26:11] going to do is you're going to fill in
[02:26:12] these placeholders and it's going to go
[02:26:14] across the entire bot. So we're going to
[02:26:16] do Rebecca company. Okay, you just got
[02:26:18] to fill in your company just like this
[02:26:20] guys right in here. So be stem
[02:26:22] landscaping.
[02:26:24] Okay, business type. What is it? We are
[02:26:26] a landscaper. Okay, mission. You're
[02:26:29] going to put your mission of your
[02:26:30] business in making lawns. Awesome. Okay.
[02:26:34] Again, guys, you're just filling out
[02:26:35] these basic services. So, for this,
[02:26:37] we're just going to do mowing, weed
[02:26:40] eating, uh, gardening. You put whatever
[02:26:43] you're going to want in there.
[02:26:44] Personality. This is where you want to
[02:26:46] put what you want to be. We're just
[02:26:47] going to do friendly and caring. Okay.
[02:26:50] Tone, supportive,
[02:26:53] feeling. Okay. This is what you want to
[02:26:54] be. We want validated and respected. You
[02:26:58] guys, you can put in whatever you want.
[02:27:00] Again, I'm missing spelling some of
[02:27:01] these, but it understands what I'm
[02:27:02] saying. Good vibe. This is basically how
[02:27:04] you want it to end. We just want to do
[02:27:05] wonderful. We'll say you had a wonderful
[02:27:07] day. Um, and then from there, we're good
[02:27:10] to go. It has everything you need. And
[02:27:12] then all you have to do is click enter,
[02:27:14] and it's going to go through this entire
[02:27:16] uh prompt, and it's going to build out
[02:27:19] the exact AI prompt we want to use for
[02:27:22] this right here. So, then we have it,
[02:27:24] and the bot is trained exactly on your
[02:27:26] business, the way you want it. So again,
[02:27:27] I'm just going to be really clear here.
[02:27:29] You don't have to do the advanced way,
[02:27:31] but the advanced way makes it way
[02:27:32] better. And with the prompts I have down
[02:27:34] below for free, it makes it much
[02:27:36] quicker. And what this will do is this
[02:27:38] will train the bot exactly on the way
[02:27:40] you want. So think of the knowledge base
[02:27:42] as its brain. And think of the prompt as
[02:27:45] its heart. It's its personality, who it
[02:27:46] is. Between those two using these
[02:27:48] prompts, your bot will be amazing in
[02:27:51] under five minutes. You can do this. Cuz
[02:27:52] obviously I'm taking time and talking,
[02:27:54] but it's it's not hard to do. So once
[02:27:56] this is all good, we're going to come
[02:27:58] here and we're going to copy all of
[02:27:59] this. We're going to come right back
[02:28:01] here. I'm going to come right in here.
[02:28:02] We're going to do Ctrl+ A. Then we're
[02:28:04] just going to paste everything we have.
[02:28:07] And from there, we now have created a
[02:28:09] much better, more efficient agent. Then
[02:28:12] once we have all this, we're going to
[02:28:13] then move on to actions. So all an
[02:28:15] action is is something it can do on the
[02:28:17] call. So if we click new action, we have
[02:28:19] a bunch of different actions here. So
[02:28:21] number one, we have call transfer. This
[02:28:23] is literally transferring the call from
[02:28:25] a robot to a human. You pick the action
[02:28:27] name, you pick the number you want, when
[02:28:29] should the transfer take place. You then
[02:28:31] put in exactly what you want to say
[02:28:32] before it transfers. Hey, we're going to
[02:28:33] transfer to human, whatever you want.
[02:28:35] Um, you do not have to do whisper
[02:28:36] message. That's just saying like we have
[02:28:37] a sales lead coming. Then from there,
[02:28:39] you just click save and it will then
[02:28:41] transfer to a human. Then we have
[02:28:42] trigger workflow. So if we come in here,
[02:28:44] we put in the action name. We pick the
[02:28:46] exact workflow you want. We then put
[02:28:48] when to trigger the workflow just like
[02:28:50] the other one. remember and when they
[02:28:52] say I need help or whatever you want,
[02:28:54] then you have it say what it says before
[02:28:56] it triggers workflow. You don't have to
[02:28:57] tell them that, but it's just a way to
[02:28:59] have it all fire up. Then you click
[02:29:01] save. Then it then you're done. Then
[02:29:03] send SMS. Same thing, action name, the
[02:29:05] exact text message you want. Okay, what
[02:29:08] should you say before it happens? What
[02:29:09] should you say while it's happening?
[02:29:11] It's the same rubric for all of these.
[02:29:12] You then can update a contact field in
[02:29:14] the same exact way, during or after the
[02:29:16] call. You then can have appointment
[02:29:17] booking. This is really important.
[02:29:19] You're going to want to have this if you
[02:29:20] want to book on calendars. Yes, you have
[02:29:22] to use this. So, pick it. Pick the exact
[02:29:24] days you're offering. Appointments per
[02:29:25] slot, hours between slots. Click save.
[02:29:28] We're going to want that cuz we're going
[02:29:29] to be booking on this appointment. And
[02:29:30] then the last action is custom action,
[02:29:32] which is something completely custom.
[02:29:34] Again, action name, when should it take
[02:29:36] place, what should you say while it
[02:29:37] happens, and then you can pick exactly
[02:29:39] how you want this to go down. And in
[02:29:41] here, you have stuff like web hooks and
[02:29:42] parameters. You can add all kinds of
[02:29:44] stuff to take it to the next level. So,
[02:29:45] if you guys have any questions on any of
[02:29:47] these or anything in the video, please
[02:29:49] drop them right down below. I won't
[02:29:50] answer you personally. Okay, so this is
[02:29:52] basically the way it works. Um, you just
[02:29:54] pick exactly what you want through the
[02:29:55] actions and then you're done. So, again,
[02:29:57] we don't want to use basic mode. We want
[02:29:59] to use advanced mode. We want to use
[02:30:01] these two prompts that I have right down
[02:30:02] below that are yours free. That will
[02:30:04] train on the knowledge base we had right
[02:30:06] here, which is stem landscaping
[02:30:07] knowledge base. Then, we want to make
[02:30:09] sure the prompt is good. We then want to
[02:30:10] pick one of these actions, which are all
[02:30:12] very similar as far as a way to set them
[02:30:14] up. Once we have all of that, we look at
[02:30:16] this. We make sure this is good. This
[02:30:17] all looks good. You can just pick who
[02:30:19] you want to receive the notifications.
[02:30:21] And then we're going to click save. Now,
[02:30:23] we can test our agent right here, but
[02:30:25] we're going to wait a bit before we test
[02:30:27] our agent because we have to finish
[02:30:29] setting it up. So, then we're going to
[02:30:30] go and click phone and availability. So,
[02:30:32] this is where we set up the exact phone
[02:30:34] number that it's going to be calling.
[02:30:36] So, first thing I want to let you know
[02:30:37] is the cost. Okay? 0.137 per minute,
[02:30:40] which is pretty dang cheap. Or you can
[02:30:42] upgrade to the unlimited AI flipin which
[02:30:44] is $97 per month for unlimited. I will
[02:30:46] be honest right now it is cheaper to do
[02:30:48] this. It just is. I use this all the
[02:30:50] time. It's just way cheaper to leave it
[02:30:52] as is. Now what you want to do is you
[02:30:54] want to pick the exact phone number in
[02:30:56] your account. So we have a phone number
[02:30:57] right here and we're going to click this
[02:30:58] right here to add it in. Now if you do
[02:31:00] not have a phone number, you can either
[02:31:02] take a phone number and put it in high
[02:31:04] level do a porting process or you can
[02:31:06] click buy new phone number. Come right
[02:31:08] in here to add phone number. Choose the
[02:31:10] exact area code you want. Pick, you
[02:31:12] know, what you want to do, tollfree or
[02:31:13] local, and then you can buy it for like
[02:31:15] a $1.15 by just clicking this and
[02:31:17] clicking proceed to buy. So, that is how
[02:31:19] you can buy a number if you're
[02:31:20] interested in buying one. They're super
[02:31:21] cheap and they work. And I want to let
[02:31:23] you know for the AI agents, okay, you do
[02:31:26] not have to have them A2B verified.
[02:31:28] There's a lot of people that keep going
[02:31:29] around saying you have to have it A2P
[02:31:31] verified for local numbers and whatnot
[02:31:32] to make calls and do stuff. You don't.
[02:31:34] It's just a phone number. You're good to
[02:31:35] go. So, from there, you just decide what
[02:31:37] you want with your number. pick and then
[02:31:39] you'll be good to go. Then down here you
[02:31:41] can click enable AI agent as a backup to
[02:31:44] the phone numbers pool. So in a numbers
[02:31:45] pool it's like a bunch of different
[02:31:46] numbers going through bunch of different
[02:31:48] calls. If you have like a call center
[02:31:49] sign this is really handy. And then
[02:31:51] right down here you can set the hours
[02:31:53] for the agent. So if we click this on,
[02:31:55] we can have it work 24/7 Monday,
[02:31:57] Tuesday, Wednesday, Thursday, Friday.
[02:31:59] And you pick the exact times right in
[02:32:01] here. You click what you want and then
[02:32:02] from there you're done. Or you can
[02:32:03] delete it and have it not be available.
[02:32:05] This is where you're going to pick the
[02:32:06] hours that said agent works. From there,
[02:32:09] when you have everything the way you
[02:32:10] like it, we're then going to click save.
[02:32:12] And then last but not least is the
[02:32:13] dashboard logs, which I talked about
[02:32:15] earlier, which is just going to be all
[02:32:17] of the analytics on your voice agents.
[02:32:19] And you can have it for both inbound and
[02:32:21] outbound. That way you can see
[02:32:22] everything that's happening, the call
[02:32:24] duration, the average mins, all this
[02:32:25] stuff. So you see exactly what's going
[02:32:27] on with your AI voice agents. So that's
[02:32:29] it. You've now set up your AI inbound
[02:32:33] voice agent. So now what I want to do is
[02:32:35] I want to test it. Okay, so you see how
[02:32:38] this works live real quick. When you
[02:32:39] come into agent list, once you have your
[02:32:41] agent, you'll be able to see it right
[02:32:43] here and you can put it on the
[02:32:44] marketplace right there to try to sell
[02:32:46] it, which is pretty neat. Um, you come
[02:32:47] in here, you can, you know, delete it,
[02:32:49] duplicate it, edit it, sell on
[02:32:50] marketplace again, copy your over
[02:32:52] marketplace. By the way, I have other
[02:32:53] videos on the marketplace if you're
[02:32:55] interested in selling your wares, but
[02:32:56] that's something you can do very easily.
[02:32:58] But from there, that's it. And then you
[02:33:00] can manage all of your from one place.
[02:33:03] So now what I want to do is I want to
[02:33:04] jump into testing. But before I do that,
[02:33:06] I just want to let you know if you're
[02:33:07] interested in learning more about Highle
[02:33:09] and AI agents and having an AI agency, I
[02:33:12] have an exclusive 30-day free trial.
[02:33:14] When you sign up with that, you're going
[02:33:15] to get access to $10,000 worth of
[02:33:18] bonuses for free. I'm talking six live
[02:33:21] coaching calls per week. You can attend
[02:33:23] for free with real agency owners that
[02:33:24] will answer your questions. You can have
[02:33:26] help from me one-on-one. You can message
[02:33:27] me whenever you want. You can come to my
[02:33:28] Zoom call, okay, and ask me questions
[02:33:30] like that. You get access to snapshots,
[02:33:33] tons of them. I mean, so many different
[02:33:34] premium snapshots, AI prompts, sales
[02:33:36] scripts, done for you, you know,
[02:33:38] automations, like the works, everything
[02:33:40] you could possibly need, all inside my
[02:33:42] private community for free when you sign
[02:33:44] up with that link down below. Okay? And
[02:33:46] there also is a link down below that if
[02:33:48] you already have High Level and you
[02:33:50] still want to get in there, you can
[02:33:50] click that, too. So, I'm telling you, if
[02:33:52] you guys want to really move on this
[02:33:53] journey and speed stuff up, I highly
[02:33:55] recommend you go down below, you check
[02:33:57] out that link. Even if you don't want to
[02:33:59] sign up just yet, just check it out
[02:34:00] because it'll show you different stories
[02:34:02] and testimonials and really what we do.
[02:34:04] And I really do believe we have the best
[02:34:05] community. Not just because I believe
[02:34:07] that, but because everyone tells us that
[02:34:09] and we have more case studies,
[02:34:10] testimonials than anyone I've seen. So
[02:34:12] again, go check that out down below or
[02:34:13] drop a comment if you have any
[02:34:14] questions. So now what we're going to do
[02:34:15] is we're going to test Rebecca. So we're
[02:34:16] going to come right in here, okay? And
[02:34:18] we're going to come right to phone call
[02:34:20] and we're going to put her number on web
[02:34:21] call. We're going to get into that
[02:34:22] later, so don't worry about that, but
[02:34:23] it's pretty sweet. Um, so what we're
[02:34:25] going to do here is we're going to put
[02:34:26] in our numbers. So we're gonna do one
[02:34:30] one 540
[02:34:33] 54 6 4 5 22. So now that we have that,
[02:34:38] we're now going to click call me. Okay.
[02:34:40] Hey, you have reached stone and stem
[02:34:42] landscaping company. How can I help you
[02:34:44] today?
[02:34:44] Hey, I'm trying to mow my lawn. It's
[02:34:47] just terrible. It needs to be mowed.
[02:34:48] Hasn't been mowed in years.
[02:34:50] Got it. Sounds like your lawn could
[02:34:52] really use some attention. We'd be
[02:34:53] happy. You hear the background noise I
[02:34:54] set up? Is that
[02:34:55] Would you like to book an appointment
[02:34:56] for MO?
[02:34:56] Yes. Hey, hey, hey. I need to book I
[02:34:58] need to book an appointment as soon as
[02:35:01] Thursday. I need it ASAP.
[02:35:03] All right. Let me check what's available
[02:35:04] starting Thursday. One moment. Here are
[02:35:06] the earliest available
[02:35:09] on October 23rd at 9:00 a.m.
[02:35:11] 9 a.m. is perfect.
[02:35:12] On October
[02:35:13] 9:00 a.m. Interrupted it. Stop.
[02:35:15] Great choice. To book your appointment
[02:35:16] for October 23rd at 9:00 a.m. I'll need
[02:35:19] your email address to send you the
[02:35:20] confirmation details. Could you please
[02:35:22] provide that?
[02:35:23] Declan the almighty wizardgmail.com.
[02:35:26] Okay, thanks. Just to confirm, your
[02:35:29] email is de e c l t h e a l m i g ht y w
[02:35:34] i v a r dg a i l.com. Correct.
[02:35:38] Yes. Did it faster than human know
[02:35:40] exactly what to say and he'll even
[02:35:41] correct the spell.
[02:35:42] You're all set. Your appointment is
[02:35:44] confirmed for Thursday, October 23rd at
[02:35:46] 9:00 a.m. A confirmation email has been
[02:35:48] sent to decliny wizard@gmail.com.
[02:35:51] Is there anything else I can assist you
[02:35:53] with today?
[02:35:53] I just want to say thank you so much and
[02:35:55] I just want to ask you, what is your
[02:35:56] name?
[02:35:57] You're so welcome. I'm Rebecca. Happy to
[02:35:59] help anytime. If you need anything else,
[02:36:00] just let me know. Have a great day.
[02:36:02] Perfect. Bye-bye. Now, you see how good
[02:36:04] that was? I mean, it literally paused
[02:36:06] set up and we set that up so fast. And
[02:36:08] once you've done the hall, you can see
[02:36:09] it in call history right here to show
[02:36:10] you, you know, the bit of and also can
[02:36:12] record and do stuff like that if you
[02:36:13] want it and get trans. So, you have all
[02:36:15] these other things that this agent can
[02:36:17] do. And guys, it works so well. You
[02:36:19] could set these up with my prompts in
[02:36:21] under five minutes and have them working
[02:36:23] really well. Again, collect email, all
[02:36:25] this stuff. It'll go through and do
[02:36:26] this. And guys, this is why this is so
[02:36:28] important. So many businesses need this
[02:36:30] and you can sell this for really good
[02:36:32] money and it's so easy to set up. What
[02:36:34] do you know on a high level that is this
[02:36:36] easy to set up, this beginner friendly,
[02:36:38] and is very valuable? Nothing. Okay.
[02:36:41] Like nothing. So, it's incredible. So,
[02:36:43] now let's do is go right in here. Let's
[02:36:45] go to calendars and let's go to Declan
[02:36:47] the wizard. Boom. So, now that we tested
[02:36:49] it, we want to make sure that the
[02:36:51] calendar that we set up in agent goals
[02:36:53] right down here, it properly fired off.
[02:36:55] So, we're going to come back. We're
[02:36:56] going to come right to calendars and
[02:36:57] we're going to Perfect. Boom. Right
[02:36:59] there. 8 a.m. It worked. It went through
[02:37:01] and it is scheduled my appointment. This
[02:37:04] is why this is so freaking important.
[02:37:07] Okay. You want to have it go through and
[02:37:08] do this because now you can have it
[02:37:10] start scheduling appointments on
[02:37:11] someone's calendar. That is very very
[02:37:14] powerful. All right, so now that we've
[02:37:16] done inbound, we need to move on to
[02:37:18] outbound. The thing everyone has been
[02:37:20] waiting for and the really cool feature
[02:37:22] that's going to just change everything.
[02:37:23] So the first thing you have to do, you
[02:37:25] know, once you go through agency view,
[02:37:26] which I showed you earlier in the video,
[02:37:28] if you don't have that, is you have to
[02:37:29] enable outbound calls. Now, what I'm
[02:37:32] going to tell you right now is it's kind
[02:37:34] of like A2P in the sense that no one can
[02:37:36] just slap this up. You have to be
[02:37:37] verified and it's really easy. you can
[02:37:39] get verified quickly, but let me explain
[02:37:41] because it's not just like you can just
[02:37:42] start making calls right off the bat.
[02:37:44] So, first things first, you agree to the
[02:37:45] terms. You then click accept. Then
[02:37:48] you're going to have to go through a
[02:37:50] process of identification, begin
[02:37:52] verifying, okay, you're going to have to
[02:37:53] put in the exact country you're in.
[02:37:55] Then, okay, you're going to have to pick
[02:37:56] one of these things to do. So, it's your
[02:37:58] driver license, but your driver's
[02:38:00] license, state ID, passport, whatever it
[02:38:01] is, you have to upload this, okay, in
[02:38:04] order for this to work. Very important.
[02:38:07] If you do not have this upload and it
[02:38:09] doesn't have it working, it will not let
[02:38:10] you make the calls. So, first thing
[02:38:12] you're going to have to do is you're
[02:38:13] going to have to upload this. Now,
[02:38:14] here's the important part. This is where
[02:38:15] I want to be very clear. You have to do
[02:38:16] this from the business owner's ID. You
[02:38:19] can't use yours for every single one
[02:38:20] because that's not you. You're not the
[02:38:22] business owner. You want to put in
[02:38:23] whoever is in charge of this entire
[02:38:25] thing or whoever is the business owner
[02:38:26] is because it's going to be calling from
[02:38:27] that and if anything happens and you
[02:38:29] were to do it, you would get in trouble.
[02:38:31] Very important. That's why you want to
[02:38:32] have it be your business owner so they
[02:38:34] go in and they take care of it. Now,
[02:38:35] that might be like, ah, that's kind of
[02:38:37] annoying. That's like a whole new layer
[02:38:39] of crap that we have to go through. It's
[02:38:40] annoying, but it also weeds out all the
[02:38:42] scammers, okay, and the annoying people
[02:38:44] online that just ruin everything from
[02:38:46] doing this super easily, which is a good
[02:38:47] thing because it means that if you can
[02:38:49] get this set up, your service is that
[02:38:51] much more valuable. That's the cool part
[02:38:53] about AI. It's not like anyone can just
[02:38:55] go use it. You have to properly set it
[02:38:56] up. And these kind of barriers, don't
[02:38:59] think of them as something to hold you
[02:39:00] back. Think of it as something to hold
[02:39:02] your competition back. So, that's kind
[02:39:04] of the the silver lining here. So,
[02:39:05] you're going to have to pause the video
[02:39:06] and go through and do this entire
[02:39:08] process and get verified. So, once
[02:39:09] you've gone through and verified that,
[02:39:10] you'll be good to go. I just switch
[02:39:11] accounts because I verified it for this
[02:39:13] account so I can walk you through in
[02:39:14] real time. So, make sure you've done
[02:39:15] that because now we're going to move on
[02:39:17] to the next part which is enabling. So,
[02:39:18] now we're going to do is we're going to
[02:39:19] click enable outbound calls and it's
[02:39:20] going to bring you to some forms. Okay,
[02:39:22] so this is really important. These forms
[02:39:24] may not have the proper opt-in messages.
[02:39:27] So, what we're going to do is we're
[02:39:28] going to click proceed with update. And
[02:39:29] now we're going to make sure these forms
[02:39:31] have it. So, we're going to insert new
[02:39:32] language. So, this is what you can do.
[02:39:33] You can take this right here. We can
[02:39:35] copy this. We can come right into chatbt
[02:39:38] and we can go I need a toos for my
[02:39:42] outbound
[02:39:44] agent on go high level. You can do
[02:39:47] really anything. I need like an optin
[02:39:50] message following these guidelines.
[02:39:54] Again, you might want to do more
[02:39:55] research on this. I'm just doing this
[02:39:56] for the sake of the video. Um, but the
[02:39:58] whole point is you want to make sure you
[02:40:00] have an optin. That's the whole point of
[02:40:01] this. Like you want to have an optin.
[02:40:03] Um, and phone calls. Okay, perfect,
[02:40:05] perfect, perfect. Yeah, that sounds
[02:40:06] pretty dang good. So, then we're going
[02:40:07] to come right back here. We're going to
[02:40:09] click insert new language. Um, then
[02:40:11] we're going to check compatibility.
[02:40:12] Boom. Look at that. Okay, we're good to
[02:40:13] go. So, then right here, we're going to
[02:40:14] come right in here to forms. Okay, we'll
[02:40:16] just pick all four or whatever one you
[02:40:18] want. We can just do the Zoe hair salon
[02:40:20] optout form or whatever you want. You
[02:40:22] pick the exact form you have. Um,
[02:40:24] whichever one you want to use. We then
[02:40:25] click update for selected channels.
[02:40:27] Again, you can do this on the form side,
[02:40:28] but they make it really easy here. Um,
[02:40:29] but we are updating through here because
[02:40:31] it keeps it all cleaner. Boom. Okay, we
[02:40:33] can run new compatibility check just to
[02:40:34] be sure and boom, it's looking good.
[02:40:36] Proceed with update. Okay, we already
[02:40:38] have it. We are good to go. So now you
[02:40:40] have the outbound part enabled for that
[02:40:43] form that we picked. So now what we can
[02:40:45] do, okay, this is really important is we
[02:40:47] can now go through and trigger the
[02:40:49] outbound calls. So now what we're going
[02:40:51] to do is we're going to go back and
[02:40:53] we're going to go to automation and
[02:40:54] we're going to create new workflow and
[02:40:56] start from scratch. Okay? Because now
[02:40:59] we're going to trigger this. So we're
[02:41:00] going to come right in. We're going to
[02:41:01] do form submitted. Form is and guys, the
[02:41:04] triggers can be really whatever you want
[02:41:06] at this point. Once this form gets
[02:41:08] submitted, we can call them. So, we have
[02:41:09] that right there. We then come in here
[02:41:11] and pops it right here as a recent
[02:41:12] action. You can type in. So, boom, right
[02:41:14] there. Voice AI up on call. If you can't
[02:41:16] find it right away, you just click voice
[02:41:18] and it'll pop up. Once we click this,
[02:41:20] it's now going to be the action for the
[02:41:22] trigger. As you see right here, you can
[02:41:24] name it and then it will give you the
[02:41:26] guidelines. So read this because it's
[02:41:28] going to show you how this works, how
[02:41:29] many calls you can make and whatnot.
[02:41:31] Then right here, you're going to pick
[02:41:32] the exact AI agent you want. Then you're
[02:41:34] going to click said phone number. Then
[02:41:37] you can save action. Now when that form
[02:41:38] gets submitted, it will call the number
[02:41:40] that was on the form. How cool is that?
[02:41:42] You now have been able to enact outbound
[02:41:44] call. So then from there, you can go to
[02:41:46] your contact section inside of High Leo
[02:41:48] and basically put a bunch of contacts
[02:41:50] through a workflow to start calling.
[02:41:52] Now, you want to be careful cuz the laws
[02:41:53] in this are only going to get stricter
[02:41:54] and I feel like people are going to get
[02:41:56] banned really fast. But for right now,
[02:41:58] you can do a lot with this. So, again,
[02:41:59] you just need to get clever with it.
[02:42:01] Think about it. Okay, how am I going to
[02:42:02] do this? I'm going to do form submitted.
[02:42:03] Like, how is this going to work? And you
[02:42:04] just have to think and be creative to
[02:42:06] get it to work. And from there, it will
[02:42:08] call you and then it's going to
[02:42:10] basically do what it needs to do. And
[02:42:11] then, you know, you can just launch a
[02:42:13] bunch of calls. So, you're going to
[02:42:14] click save. You're going to want to
[02:42:15] publish this. Um, then what we're going
[02:42:17] to do is we're going to go back to AI
[02:42:19] agents, back to AI voice. We're gonna
[02:42:22] come to outbound. We're gonna come to
[02:42:23] agent list. We're going to come to
[02:42:24] Rebecca. Okay. And then right in here,
[02:42:26] you will see outbound call has now been
[02:42:29] opened up. From there, you're just going
[02:42:30] to pick the disclaimer. Okay? And then
[02:42:33] the agent's initial message just like
[02:42:36] that. And then you're going to want to
[02:42:37] have an opt out message in there. Um,
[02:42:38] but you just follow these three basic
[02:42:41] things and your AI agent is now set up
[02:42:43] for outbound. Now, all you got to do is
[02:42:44] go to the contacts, launch it, or you
[02:42:45] have a form and it's going to work all
[02:42:47] of that. So what's going to happen is
[02:42:48] automations, okay, are going to become
[02:42:50] very important in this process. So
[02:42:52] you're going to think like, okay, I need
[02:42:54] to have the right automation to trigger
[02:42:55] this whole process off for this to work
[02:42:57] very smoothly. So that's how you do
[02:42:58] outbound, guys. If you have any
[02:42:59] questions, drop them down below. I mean,
[02:43:01] it really is that simple. The last part
[02:43:03] is just configuring uh the disclaimer,
[02:43:05] the initial message, and the opt-in
[02:43:06] mechanism. From there, it's all set up,
[02:43:08] and you can just start training it,
[02:43:09] moving it, and you're good to go. So
[02:43:11] that's outbound in a nutshell. You can
[02:43:13] now start outbound calling your leads
[02:43:15] that come in. Again, you have to follow
[02:43:17] the compliance. Please make sure you pay
[02:43:18] attention to that because that is no
[02:43:20] joke. You want to really follow that.
[02:43:21] From there, you're good to go. So, we
[02:43:23] just covered inbound and outbound AI
[02:43:25] voicage with high level. But that is not
[02:43:28] all. There is one more sweet thing about
[02:43:31] this that I haven't showed you that I'm
[02:43:33] about to show you that's going to blow
[02:43:34] you away cuz you know the wizard always
[02:43:37] goes above and beyond with the free
[02:43:39] prompts, with the knowledge. There's no
[02:43:41] one that does it like I do it. And I do
[02:43:42] this for a reason because I want to help
[02:43:44] you get along faster. So, I want to show
[02:43:45] you one more really cool feature with
[02:43:48] this. So, what you're going to do is
[02:43:49] you're going to come right into your
[02:43:51] highle dashboard and you're going to
[02:43:52] come right down to sites and you're
[02:43:53] going to go to chat widget. Okay, this
[02:43:55] is one last thing I want to show you
[02:43:56] that is so freaking awesome. We click
[02:43:58] new and lo and behold, we now have a
[02:44:01] voice AI chat widget you can add to
[02:44:03] website. That is an AI agent that can
[02:44:05] talk to you on the website, which is
[02:44:06] insane. Real quick, if you don't see
[02:44:08] this here, you're going to have to come
[02:44:09] to your agency view, go to settings,
[02:44:11] okay? Come right into labs, go right
[02:44:12] into sub account, click voice, and then
[02:44:15] boom, right here, you're going to want
[02:44:16] to click activate feature, pick the sub
[02:44:18] account, and this will now pop up for
[02:44:20] you. So, watch how cool this is. So,
[02:44:22] we're going to click voice AI. Okay? And
[02:44:24] what this is going to do is this is
[02:44:25] literally going to have an AI chat
[02:44:26] widget that is a voice agent. I mean,
[02:44:28] this is just insane. So, you come in
[02:44:29] here, you pick the exact style you want
[02:44:30] to have for this, and we're not going to
[02:44:32] go too in depth in this um because we've
[02:44:33] done this a million times before. you
[02:44:35] pick the exact chat, which is the
[02:44:36] avatar, um, chat window, all this good
[02:44:38] stuff. But what we want to do is we want
[02:44:39] to come to agent and we want to click
[02:44:40] Rebecca. And once we have that set up,
[02:44:42] we're then going to name it Rebecca.
[02:44:44] Okay. Then we're going to come right in
[02:44:46] here and we're going to click save.
[02:44:47] Okay. So, it's already saved. Then what
[02:44:49] we're going to do, we're then going to
[02:44:50] come to a website of your choosing.
[02:44:53] Okay. Pretty cool. We're going to come
[02:44:54] right in here. We're going to click
[02:44:56] this. We're going to go right to
[02:44:57] settings. And guys, you can do this on
[02:44:58] any website, even WordPress, which is
[02:45:00] just insane. We're going to click
[02:45:01] Rebecca. Then we're going to click save.
[02:45:02] And guys, this is this is going to make
[02:45:04] you guys tweak. Just just watch this.
[02:45:06] This is so insane. So, now that it's
[02:45:07] saved, we're now going to come visit
[02:45:09] said website. Now, look at this. We have
[02:45:11] a chat widget on the website that we can
[02:45:13] talk to. Check this out.
[02:45:14] Hey, you have reached Stone and Stem
[02:45:16] Landscaping Company. How can I help you
[02:45:18] today?
[02:45:19] Hey, um, I am trying to mow my lawn. It
[02:45:22] looks terrible.
[02:45:23] Got it. Sounds like your lawn could use
[02:45:24] some care. We'd be happy to help with
[02:45:26] that. We offer mowing services to get
[02:45:28] your lawn looking great again. Would you
[02:45:29] like to book awesome? Okay. I just
[02:45:31] wanted to show you that cuz I want to
[02:45:32] run through the whole thing again. But
[02:45:33] how cool is that? You now can have a
[02:45:34] voice agent on a website for people just
[02:45:36] pop up and talk to you. They don't even
[02:45:37] have to make the call. You see how neat
[02:45:39] that is? I mean, this takes it to a
[02:45:40] whole another level, especially for
[02:45:41] people that are less inclined with tech.
[02:45:43] They don't have to go through a call and
[02:45:44] then wonder what's going on. You can
[02:45:45] have an AI agent talk to them right
[02:45:47] there and right then. How cool is that?
[02:45:49] And all you had to do is that simple
[02:45:50] process I just followed of creating said
[02:45:52] chat widget, plug it on, and you're
[02:45:55] done. It doesn't get any easier than
[02:45:57] that. And guys, I'm telling you, you can
[02:45:59] use these exact feature. You can sell
[02:46:01] this anywhere. So, if we come right in
[02:46:02] here, come to Rebecca. You can just get
[02:46:04] the code and you can paste this on any
[02:46:06] website that has a text editor. So, I
[02:46:08] mean that could be a WordPress, a
[02:46:09] Weebly, a Squarespace, a Wix, um Web
[02:46:12] Flow, I mean you name it. HubSpot, you
[02:46:14] just copy this and put it and you will
[02:46:16] now have this chat widget anywhere. So,
[02:46:18] this opens up a whole new door of
[02:46:20] selling AI agents, chat widgets,
[02:46:21] chatbots, it's just like you can't beat
[02:46:23] this. So, again, that's really cool. If
[02:46:25] you guys have any questions on that,
[02:46:26] drop in the comments down below cuz I'm
[02:46:27] telling you that is going to be a
[02:46:28] bestseller very fast.
[02:46:34] So, to turn on outbound AI voice, you're
[02:46:37] going to come right to AI agents and
[02:46:38] you're going to come right to voice AI.
[02:46:40] Now, I want to let you know you have to
[02:46:41] have an AI agent built for this to work.
[02:46:43] If you do not have an AI agent built and
[02:46:44] you don't know how to do, I will be
[02:46:45] linking a video at the end of this video
[02:46:47] that is an entire up-to-ate tutorial on
[02:46:49] how to build AI agents. I will show you
[02:46:51] everything. So, don't worry if you don't
[02:46:53] have an agent right now. Keep watching.
[02:46:54] You can hit that at the end to get this
[02:46:55] all sorted out. But if you already have
[02:46:56] an agent, we're going to be enabling
[02:46:58] outbound immediately. So, first thing
[02:47:00] first, at the time of this video, you
[02:47:01] may see this already up here, but you
[02:47:03] may not. And if you don't see it, you're
[02:47:05] going to need to go enable it on agency
[02:47:07] view. So, you're going to click this,
[02:47:08] and you're going to go back to agency
[02:47:10] view. Okay? So, we're going to come to
[02:47:11] agency view. We're going to go to
[02:47:12] settings, and we're going to come right
[02:47:13] down to labs. When we're in labs, we're
[02:47:15] going to come to sub account, and we're
[02:47:16] going to type in voice. Okay? And we're
[02:47:19] going to scroll right down till you see
[02:47:21] voice AI outbound calling. You're going
[02:47:22] to click activate feature and you're
[02:47:24] going to pick the exact sub account you
[02:47:25] want. Then click activate. Then come in,
[02:47:28] refresh the page, and you should see
[02:47:29] this right here and outbound and all
[02:47:32] that good stuff just like this. So,
[02:47:34] right before we jump into verifying and
[02:47:36] getting this up, I just want to break
[02:47:37] down the difference between inbound and
[02:47:38] outbound. If you don't know, inbound is
[02:47:40] when you have a number that has a voice
[02:47:42] agent and people call you and it just
[02:47:43] answers. Outbound, on the other hand, is
[02:47:45] it calls other people and talks to them.
[02:47:47] So, it's the difference between offense
[02:47:48] and defense. One is for receiving, the
[02:47:50] other is going out. Outbound is like
[02:47:52] literally you have a bunch of people you
[02:47:53] want to call, that's how it works. Now,
[02:47:54] there are some rules around it, but
[02:47:55] that's the concept. So, that's the
[02:47:57] difference. And we're not going to be
[02:47:58] covering inbound. We're going to be
[02:47:59] covering outbound. Okay? And again, at
[02:48:01] the end of this video, we have that full
[02:48:02] tutorial, so don't worry. So, first
[02:48:03] thing you're going to do is click enable
[02:48:04] outbound calls. Now, this is really
[02:48:06] important. You cannot have this work
[02:48:08] unless you get properly verified here.
[02:48:10] So, the first thing you're going to do
[02:48:11] is you're going to put in your country.
[02:48:12] Okay? You're then going to immediately
[02:48:14] have to put in one of these different uh
[02:48:18] identification cards in order to get
[02:48:19] this work. And here's the thing, you
[02:48:21] can't do this yourself for your clients
[02:48:22] or you will get in trouble. You don't
[02:48:24] want to do that if anything happens.
[02:48:25] They need to do it. So, if it's Bob's
[02:48:27] landscaping, Bob needs to submit his
[02:48:28] info. You're not going to be submitting
[02:48:30] your info for your clients. Very bad.
[02:48:33] Very bad. Because if anything happens
[02:48:34] and it's your driver's license, you get
[02:48:36] screwed. You don't want that. And and
[02:48:38] just one thing I want to I want to make
[02:48:39] really clear. Some people are seeing
[02:48:40] this and they're like, "Oh no, this is
[02:48:42] like a whole new verification like ATP.
[02:48:44] This is so bad." Think of it this way.
[02:48:45] These aren't roadblocks for you. They're
[02:48:47] roadblocks for your competition. Because
[02:48:49] the vast majority of people online tend
[02:48:50] to be scammers in the online marketing
[02:48:52] world. Like they just are. They don't do
[02:48:54] stuff the right way. But the few of us,
[02:48:55] especially those in the high level
[02:48:56] community that do a great job and help,
[02:48:58] this is going to help you sell services
[02:48:59] for a premium, and it's going to make
[02:49:01] you stand out more. So, actually, this
[02:49:02] is a big positive. We want this. Trust
[02:49:04] me. So, you're going to want to go
[02:49:05] through this entire process, verify,
[02:49:07] submit the info, and then from there,
[02:49:09] you'll be good to go. So, pause the
[02:49:10] video if you need to go do that. We're
[02:49:11] just going to continue. So, I now have
[02:49:12] enabled it. I've gone to an account
[02:49:13] where I've actually gone through the
[02:49:14] process and submitted the proper info.
[02:49:16] And when we click enable outbound calls,
[02:49:18] you will see this voice outbound AI
[02:49:20] calling requirements. So you basically
[02:49:22] have to have opt-in language. So the way
[02:49:24] this works is we basically connect this
[02:49:25] to automations and this then runs, but
[02:49:28] we have to be properly opted in. So we
[02:49:30] have a couple forms here. Some of these
[02:49:31] don't have the proper opt-in language
[02:49:33] and you can go into forms under sites
[02:49:35] and add this or we can do it right here.
[02:49:37] So this is what I recommend you do.
[02:49:38] We're going to click this. We're going
[02:49:39] to come to chat GBT or whatever your
[02:49:41] favorite um you know LLM is. We're then
[02:49:44] going to go, I need an optin to for my
[02:49:49] AI voice agent on this form, please.
[02:49:53] Here are some guidelines. Everyone's in
[02:49:55] different countries. Everyone has
[02:49:56] different laws. Do your own research,
[02:49:58] guys. I don't know where you're at. I'm
[02:49:59] just showing you a basic way to do this.
[02:50:00] You want to make sure you're compliant.
[02:50:01] This is really important. You don't want
[02:50:02] the government coming after you. So,
[02:50:04] make sure you do all this and you do it
[02:50:05] properly. So, we come in here. We then
[02:50:07] click enter. Okay. Then, from here,
[02:50:09] we're going to have something that pops
[02:50:10] up that looks just like this. This is
[02:50:11] pretty good. Again, you're going to want
[02:50:12] to have verifies, which we're going to
[02:50:14] do in a sec, but you can find these
[02:50:15] online. You can find anywhere. I like
[02:50:17] using Chad GBT because it'll take what
[02:50:18] they have the guidelines and follow it
[02:50:20] very strictly. Sometimes you find stuff
[02:50:21] on random websites. It's not the best.
[02:50:23] It's from some sketchy guy. You don't
[02:50:25] want that. So then what we're going to
[02:50:26] do is we're going to copy this and we're
[02:50:28] going to come right back to our page and
[02:50:29] we're going to do proceed with update.
[02:50:31] We're then going to put insert new
[02:50:32] language right here and we're going to
[02:50:33] paste this exact thing and we're going
[02:50:35] to click check compatibility. And then
[02:50:37] right up there, disclaimer is
[02:50:38] compatible. You can now proceed with the
[02:50:39] update. So then what we do now we have
[02:50:41] this good to go is we're going to click
[02:50:43] form. Okay, come right down here and we
[02:50:45] can pick all the forms. You pick which
[02:50:46] one you want. I'm just picking all them,
[02:50:48] but you pick the exact form that you're
[02:50:49] going to have for the opt-in. Okay, and
[02:50:51] guys, this is going to be used for a lot
[02:50:52] of different stuff in the future. You'll
[02:50:54] see here, but you have to opt in in
[02:50:55] order to trigger this. So we have this.
[02:50:57] This looks good. Then we do update
[02:50:58] language for selected channels. Boom.
[02:51:01] Look at that. Total updated failed.
[02:51:02] We're good to go. So then we click
[02:51:04] close. Now we are good to go. So now
[02:51:06] we're going to come to automation and
[02:51:07] we're going to create workflow. We're
[02:51:08] going to start from scratch. So, first
[02:51:11] things first, you're going to want to
[02:51:12] name this. We'll just do Outbound AI.
[02:51:14] And I want to let you guys know, they
[02:51:15] have a lot of updates coming out like
[02:51:17] this that is going to be changing
[02:51:18] drastically. So, there's going to be
[02:51:20] lots of different ways to do this, but
[02:51:21] it's going to most likely all going to
[02:51:22] be within automation. So, first things
[02:51:24] first, we need to put in the trigger.
[02:51:25] So, we can add all kinds of triggers to,
[02:51:27] you know, have the AI voice agent call.
[02:51:28] But again, compliance is a big thing.
[02:51:30] So, you want to make sure you're being
[02:51:31] compliant. So, what we're going to do is
[02:51:32] we're going to do form submitted and
[02:51:33] we're going to pick one of those forms
[02:51:34] we have. So, form is we'll do the
[02:51:36] website onboarding form. Yeah, we'll
[02:51:38] just do that for now. Again, you kind of
[02:51:40] pick the form that's been checked that
[02:51:41] we just did the step before. And then
[02:51:42] when we click this plus, you'll see
[02:51:45] voice AI outbound. Now, that popped up
[02:51:46] because I just looked at it, but you can
[02:51:47] type in voice and you'll see it pops up
[02:51:50] right here. And it says voice AI
[02:51:51] outbound call. So, we're going to click
[02:51:52] that. And then right here, you will see
[02:51:55] the exact outbound guidelines for this.
[02:51:58] This is pretty neat cuz it's going to
[02:51:59] show you all the stuff with it, which is
[02:52:01] the calls and all sort of stuff cuz
[02:52:02] they're trying to protect you from just
[02:52:04] blasting everyone in their mother, which
[02:52:05] is actually a good thing because then
[02:52:07] scammers will be cold calling you about
[02:52:08] insurance 24/7. Trust me, we would all
[02:52:11] hate that and phones would disappear.
[02:52:12] Then going to pick the exact number you
[02:52:13] want. Then you're going to save the
[02:52:15] action. Now when people trigger this
[02:52:17] form, the number on that form, if they
[02:52:18] opted in, the AI voice will then ring
[02:52:20] ring call them. [snorts] Now you can put
[02:52:22] other triggers in. You can do all kinds
[02:52:24] of stuff with this and it's going to
[02:52:25] trigger the AI voice to then call them.
[02:52:27] So when a trigger happens, the AI voice
[02:52:29] calls them. As opposed to inbound where
[02:52:31] it only triggers if they call the
[02:52:33] number, this actually calls them. And
[02:52:35] guys, this is going to be insane for
[02:52:37] sales. Like this is this is just going
[02:52:39] to be like crazy cuz what will happen is
[02:52:42] misquall, text back, and services like
[02:52:43] that will now be missing call. Let me
[02:52:45] call you back. You see what I'm saying?
[02:52:47] It becomes like a whole new level of
[02:52:49] outbound, which is really what a lot of
[02:52:51] people need. They don't just want to
[02:52:52] text back, they want to call back. So
[02:52:54] this is incredible, guys. I'm telling
[02:52:55] you this will change the entire game.
[02:52:58] And I'm telling you right now,
[02:52:59] businesses that have this will succeed
[02:53:01] faster than anyone else. So that's how
[02:53:02] you do it, guys. You pick your triggers,
[02:53:04] you pick what you want, you go through
[02:53:06] from there, you're good to go, and you
[02:53:07] have everything you need to start
[02:53:08] launching. So if you guys have any
[02:53:09] questions at all on this entire process,
[02:53:12] please go down below and message me,
[02:53:13] okay? I'll answer anything. And one last
[02:53:15] point about enabling this, you can go to
[02:53:17] contacts and launch this like as an
[02:53:19] automation that way, too. So you have
[02:53:20] multiple different ways of triggering
[02:53:22] this. But again, you probably have
[02:53:23] questions, so drop them down below. And
[02:53:24] last but not least, once you have the
[02:53:26] outbound come in here, you'll see all
[02:53:27] your outbound stats right here. And in
[02:53:29] agent list, when we come to Rebecca, if
[02:53:31] you scroll down, you'll see this right
[02:53:32] here, which is the outbound call. This
[02:53:34] is really important. This will be the
[02:53:35] greeting message. And this all pops up
[02:53:37] after you've done it all. But you'll see
[02:53:38] right here, you can pick the exact
[02:53:39] disclaimer. You know, how you want to
[02:53:41] say to opt out because again, they have
[02:53:42] to opt out the initial message. That's
[02:53:44] what they say as soon as they answer.
[02:53:45] Okay? And then opt-in mechanism and
[02:53:47] stuff like that. So you have to build
[02:53:48] through all this. You have it. But from
[02:53:49] there, you're pretty much good to go and
[02:53:51] you're done. So the outbound again is a
[02:53:54] game changer, guys. I think this is
[02:53:55] really going to revolutionize this
[02:53:56] industry and the people that have it and
[02:53:58] get verified will crush. And I actually
[02:54:00] I'm going to say this one last thing
[02:54:01] before we go. Make sure you get
[02:54:02] businesses verified ASAP cuz who knows
[02:54:04] if it's going to get harder. Get in now
[02:54:06] while it's easy so you can go through
[02:54:07] and we can just start working this cuz
[02:54:09] the business had this. We're just going
[02:54:10] to take off at a rate and speed that
[02:54:12] we've never seen before. So we're just
[02:54:14] going to jump right in, not waste any of
[02:54:15] your time. You're going to come right
[02:54:16] into your sub account. You're going to
[02:54:17] go right down to AI agents and you're
[02:54:19] going to go to conversation AI. Now,
[02:54:21] first thing I want to do is just show
[02:54:22] you around the dashboard because this is
[02:54:25] very, very important. So, this is what
[02:54:26] your dashboard will look like when you
[02:54:28] have agents in it. Now, if you come to
[02:54:30] these three dots, there are a couple
[02:54:31] things you can do. You can click edit to
[02:54:32] edit it. You can open in a new tab. You
[02:54:34] can set as primary, meaning the primary
[02:54:36] bot only works on chat widget and a
[02:54:38] couple other things. You can delete it.
[02:54:39] You can copy the URL for the marketplace
[02:54:41] or you can sell on the marketplace. So
[02:54:43] the marketplace if you don't know is a
[02:54:45] place where highle people okay and the
[02:54:47] high level people in the ecosystem or
[02:54:48] anyone around it can sell their
[02:54:50] products. This is really cool. I have
[02:54:52] other videos on this. So check it out if
[02:54:54] you want to you know see what it's
[02:54:55] about. It's very interesting but drop a
[02:54:56] comment and it'll guide you in the right
[02:54:58] way. But that's what this will look like
[02:54:59] when you have your AI bots. Now when we
[02:55:02] come in here there's these two buttons.
[02:55:04] Manage knowledge base then create bot.
[02:55:07] We're going to get into that later
[02:55:08] because it's important. that this is how
[02:55:09] you basically create the data from the
[02:55:11] AI chat bots to pull from. But then
[02:55:13] we're going to go to create bot and
[02:55:15] you're going to get two options guys.
[02:55:16] These are some of the big updates highle
[02:55:18] rolled out. Okay, you have two different
[02:55:19] kinds of bots you can create. You have
[02:55:21] create promptbased bot and create guided
[02:55:24] form setup. Two different ones
[02:55:27] drastically different setup. So we're
[02:55:30] going to start with create promptbased
[02:55:32] bot. So you're going to click this right
[02:55:34] here and you're going to have four
[02:55:36] different options. One, general Q&A,
[02:55:38] which is just answering questions. Two,
[02:55:40] appointment heavily geared to booking
[02:55:42] appointments on a calendar. Three,
[02:55:44] marketplace templates. We talked about
[02:55:45] the marketplace earlier. You can go on
[02:55:47] and buy said template, but don't worry,
[02:55:48] I got a sweet prompt for you in a bit
[02:55:50] that's completely free. You're going to
[02:55:51] love it. Or you can start from scratch.
[02:55:52] For the sake of this video, we're going
[02:55:53] to do appointment booking cuz that's
[02:55:55] going to be the goal of the chatbot up.
[02:55:56] Then we're going to click continue. Then
[02:55:58] you're going to be brought to the
[02:55:59] classic page that looks just like this.
[02:56:00] You've seen this before and I'll walk
[02:56:02] you through it. First, we got to name
[02:56:03] the bot. We're going to do Mary. We then
[02:56:05] want to make sure this is on autopilot.
[02:56:07] Then in this channel, you either want to
[02:56:09] drop down and select these or unselect
[02:56:12] them or click the X if you don't want
[02:56:13] them. These are the channels on which
[02:56:15] the bot will respond on. So if you have
[02:56:17] SMS, it will respond to the SMS text
[02:56:20] messages. If you have Facebook, it will
[02:56:21] respond to the DMs. If you have chat
[02:56:23] widget live chat, that's going to do the
[02:56:24] chat widget and so on so forth. This is
[02:56:26] where you pick where you want it to
[02:56:28] respond. And again, you just click it or
[02:56:29] you click off or click the X to get it.
[02:56:31] So pick what you want. Then we're going
[02:56:32] to put the business name in. Dave's
[02:56:35] plumbing, a classic. Then we're going to
[02:56:37] pick the time for responding. So, how
[02:56:40] fast do you want to respond? I actually
[02:56:41] recommend you do 5 seconds. It's just
[02:56:43] better. Doesn't look too scammy. Then,
[02:56:45] you're going to want to pick the maximum
[02:56:46] messages a bot can send in a
[02:56:48] conversation. Now, you do want to have a
[02:56:49] cap to this because if someone's just
[02:56:51] asking stupid questions, going back and
[02:56:52] forth, it's just stupid. So, I say 10 is
[02:56:55] good. Send bot to sleep when someone
[02:56:57] sends a message manually. This is if a
[02:56:58] human sends a message, it will
[02:57:00] automatically shut it down. We'll get
[02:57:01] into that a little more later with the
[02:57:03] actions, but you can leave that off. And
[02:57:05] then right here, you have the pricing.
[02:57:07] So, you can either go with the 0.01
[02:57:10] cents per response or $97 for unlimited
[02:57:13] AI. To be honest, I recommend you stick
[02:57:15] with the current plan. It's way cheaper
[02:57:17] as of the making of this video. Okay.
[02:57:19] And then set bot as primary. This is
[02:57:21] really important if you're trying to use
[02:57:22] the chat widget. And you just click that
[02:57:24] on if you want this to be the primary
[02:57:25] bot. So, once we have everything looking
[02:57:26] good in here, we're just going to click
[02:57:29] save. Then once we have that all done,
[02:57:31] we start to move on to the important
[02:57:32] part which is bot training. Now we need
[02:57:35] to go over knowledge base. So very
[02:57:37] simply, a knowledge base is where the AI
[02:57:39] pulls its info from. It doesn't just
[02:57:41] pull it from the ether. It's not just
[02:57:42] this sentient being that knows all
[02:57:44] things. It has to pull from some sort of
[02:57:47] knowledge base. And as of right now, it
[02:57:49] can't be just connected to the internet
[02:57:50] because there's all kinds of compliance
[02:57:52] laws around it. So it has to be based
[02:57:54] off of something. So, what you can do is
[02:57:56] you can select the one you have right
[02:57:57] here if you have it and it'll look like
[02:57:59] that. But if you want to create a new
[02:58:00] one, we're going to click create new
[02:58:01] right here. And what we're going to do
[02:58:02] is we're going to do Dave's knowledge
[02:58:04] base. And we're just going to do all
[02:58:06] Dave's knowledge.
[02:58:09] Put that wrong. Okay. And then we just
[02:58:11] click save. But what this is going to do
[02:58:12] is this is actually going to pull up the
[02:58:14] knowledge base for us to edit. And if we
[02:58:16] come right in here back where you see,
[02:58:18] you can click knowledge base and get it
[02:58:19] right there too, just to let you know.
[02:58:21] But this is really really important
[02:58:23] because this is how you train your bot.
[02:58:25] So you have a couple different options.
[02:58:26] You have web crawler. This is going to
[02:58:28] be pulling from a website. FAQs. This is
[02:58:30] just pre-loading a bunch of FAQs which
[02:58:32] can be very handy. And then some stuff
[02:58:34] with tables that is coming soon. So what
[02:58:35] we're going to do is we're going to do
[02:58:36] add source. We're going to do webcrawler
[02:58:38] right here. And then what you're going
[02:58:39] to do is you're going to put in the URL
[02:58:41] of your client's website. Very
[02:58:44] important. This is like how it will know
[02:58:46] their data. Then once you have the URL
[02:58:48] in, you'll then click extract data. So,
[02:58:51] I recommend you do what I'm about to do
[02:58:52] next, whether they have a website or
[02:58:54] not, and that is using my niche mastery
[02:58:57] prompt. Again, this is right down below,
[02:58:59] guys. You can get it completely for
[02:59:01] free. This took me forever to build. It
[02:59:03] will save you a lot of time, and I
[02:59:04] promise you, it's free. You don't even
[02:59:05] have to sign up for my affiliate, so
[02:59:07] don't worry. You can just have it. It's
[02:59:08] yours. And this has saved me a lot of
[02:59:09] time. So, what we're going to do is
[02:59:10] we're going to come right in here. We're
[02:59:11] going to copy said prompt. We're going
[02:59:13] to come to chat GBT. We're going to
[02:59:15] paste. And then we're going to fill in
[02:59:16] these blankies. So, what we're going to
[02:59:17] do is we're going to do plumbing. You're
[02:59:20] going to put in your niche, right? Like
[02:59:21] that. Then we come right into chat GBT.
[02:59:24] We're going to paste. And all we're
[02:59:25] going to do is put the niche right in
[02:59:28] here. So, we got plumbing. And then
[02:59:30] you're going to click enter. Now, what
[02:59:31] this is going to do, okay, it has a
[02:59:34] godlevel plumbing knowledge base. This
[02:59:36] is going to just pull out everything on
[02:59:39] plumbing. It's just creating this
[02:59:40] massive bank of knowledge on the
[02:59:43] plumbing niche. So, it knows certain
[02:59:45] stuff because the website might not be
[02:59:46] enough because what a lot of people do
[02:59:47] with these AI bots and where they go
[02:59:48] wrong is that they barely give it actual
[02:59:51] knowledge to pull from. It's a website
[02:59:53] with one page that doesn't really do
[02:59:54] anything. We're going to paste this
[02:59:56] thing. Okay, we're going to do it
[02:59:57] plumbing knowledge base and very simply,
[03:00:00] we're going to click this up here or
[03:00:01] whatever you're using it on, you know,
[03:00:03] any sort of link sharing software. We're
[03:00:05] going to copy said link. Then, we're
[03:00:06] going to come all the way back to the
[03:00:07] knowledge base. We're going to add
[03:00:08] source. We're going to add webcwler. and
[03:00:11] we're going to put this exact URL in
[03:00:13] here because now what this is going to
[03:00:15] do is this is going to come right in
[03:00:16] here and it's going to pull from this. I
[03:00:18] recommend you make this even longer.
[03:00:21] Okay, but that you get the idea is like
[03:00:23] you want to have as much knowledge from
[03:00:24] it to pull from and this prompt will
[03:00:26] help you so much. So make sure you use
[03:00:28] this again. It's right down below. You
[03:00:29] get it? It will help you so so much. So
[03:00:32] now it says trained. Our knowledge base
[03:00:34] is good to go. So now what we want to do
[03:00:36] is we want to come back to conversation
[03:00:37] AI. We have Mary. We're partway through
[03:00:40] setting it up. We're going to come right
[03:00:41] back to bot training as you see right
[03:00:43] here and we're going to select Dave's
[03:00:46] knowledge base. We have what we need and
[03:00:47] we are good to go. And again, you can
[03:00:49] always beef up the knowledge base more
[03:00:50] if you want. But now we have something
[03:00:52] that it can pull from. So from there,
[03:00:53] we're going to click save and we're
[03:00:55] going to move on to the next most
[03:00:56] important part of getting this bot
[03:00:58] dialed in is the bot goals page. And
[03:01:01] guys, this right here, the autof
[03:01:03] followup is outbound messaging. It's
[03:01:05] insane. It is so awesome. It is a
[03:01:07] massive update they made. I am using it
[03:01:09] to this day and it is crushing for me.
[03:01:11] So, I'm going to go over that in just a
[03:01:13] sec. So, stay tuned. So, what a lot of
[03:01:15] people do is they come in and they
[03:01:16] either leave this the way it is or they
[03:01:17] kind of tinker around and fill this with
[03:01:19] some random stuff. And I've gone through
[03:01:20] this process and it was very annoying.
[03:01:22] It was like, man, you know, going
[03:01:23] through this takes too long. So, what I
[03:01:24] did for my internal team, I was like, I
[03:01:26] need to create a prompt where we can
[03:01:27] just smash these AI chatbots out and
[03:01:29] have them work really well really fast.
[03:01:31] So, what I've done is I've also created
[03:01:33] this prompt for you. And this is a juicy
[03:01:35] prompt that's going to basically
[03:01:36] generate, depending on your niche, your
[03:01:38] industry, your business, a full set of
[03:01:40] AI chatbot prompts that you can just
[03:01:42] copy and paste and put in here and in
[03:01:44] seconds be ready to launch this thing.
[03:01:46] I'm telling you, please use this because
[03:01:47] this took me forever. And you'll even
[03:01:49] see right here like little stuff like do
[03:01:51] not use emojis. Like it won't work if
[03:01:53] you put emojis in here. And like these
[03:01:55] little things that took me so long to
[03:01:56] figure out cuz Chad GBT and these things
[03:01:58] would keep messing up. So this is kind
[03:02:00] [snorts] of the final version and it is
[03:02:01] awesome. So, what we're going to do is
[03:02:02] we're going to copy this right here.
[03:02:04] We're going to click copy. We're going
[03:02:05] to come right into Chad GBT. We're going
[03:02:06] to click paste. And we're just going to
[03:02:07] fill each of these out like this. So,
[03:02:10] assistant name, we're going to stick
[03:02:11] with Mary. Business name, remember,
[03:02:13] you're going to put in your business
[03:02:14] name right in here. We're going to do
[03:02:16] Dave's plumbing. Industry type, well,
[03:02:19] you guessed it. It's plumbing. City,
[03:02:22] again, this is really important. City,
[03:02:23] state, we're going to do Winchester,
[03:02:26] Virginia. Very important. Okay. You just
[03:02:28] put it in just like this. Industry
[03:02:30] keyword. This is important. This is just
[03:02:31] going to be like what you're trying to
[03:02:32] remember. We're going to do plumbing
[03:02:34] professionals. Unique selling points.
[03:02:36] This is like what makes you special. You
[03:02:38] can do licensed technicians, guys.
[03:02:39] Obviously, tell the truth here. And any
[03:02:40] other same day appointments. Okay. Top
[03:02:44] services is important. What are the
[03:02:45] things you guys want to sell most of?
[03:02:47] So, what we would do hot water installs,
[03:02:51] fixing, poopy, toilets. So, we just got
[03:02:54] to put that in there. And then promo.
[03:02:55] This is really important because this is
[03:02:56] going to be like your lead magnet. So,
[03:02:57] what we're going to do here is we're
[03:02:58] going to do free estimates. Okay. From
[03:03:00] there, we're good to go. And then we
[03:03:02] click enter. And what this is going to
[03:03:04] do is this is going to take, okay, all
[03:03:06] of the info we had and it's going to
[03:03:08] quickly build it out as you see. Mary
[03:03:10] the warm professional and slightly witty
[03:03:11] AI chop, Dave's plumbing, a top rated
[03:03:13] plumbing service in Winchester,
[03:03:14] Virginia, blah blah blah blah. And it's
[03:03:15] going to generate all of this stuff, but
[03:03:17] you see right in the order we wanted it.
[03:03:19] Intent, personality, all that stuff as
[03:03:21] you see right here. So, you don't have
[03:03:23] to fish through and do that. So, now
[03:03:24] what we're going to do is we're just
[03:03:25] going to copy paste, copy, paste, copy
[03:03:26] paste. So, first things first,
[03:03:28] personality. We're going to copy this
[03:03:29] right here. We're going to go right down
[03:03:30] and we're going to click copy. We're
[03:03:32] going to come right here. Get rid of
[03:03:33] this. And we're going to enter right in
[03:03:35] here. Okay. Then we're going to come
[03:03:37] right in here. Take all of this. Copy.
[03:03:40] And you guys can go even more in depth
[03:03:41] on this if you want to change it. But it
[03:03:43] is just like that. We're going to take
[03:03:45] this right here. We're going to copy
[03:03:47] this as well. And we're going to enter.
[03:03:48] So now what we have, which is really
[03:03:50] interesting, is this entire thing built
[03:03:53] out so fast. I mean, you saw I was
[03:03:55] talking while going through. You can
[03:03:56] have this done in seconds, okay? I mean,
[03:03:59] under a minute, you can do this, guys.
[03:04:01] This will save you so much time and the
[03:04:03] bots turn out well. We'll demo it later.
[03:04:05] But like, please use this, guys. It's
[03:04:07] free. You don't have to sign up with an
[03:04:08] affiliate. It's right down below. This
[03:04:10] kind of stuff helps so so much. So, make
[03:04:12] sure you use it cuz it's so awesome.
[03:04:14] Now, we get to the super super awesome
[03:04:17] part, which is going over the actions.
[03:04:19] So each one of these adds a specific
[03:04:22] action you can add on top of your
[03:04:23] chatbot to make it more powerful. So
[03:04:24] first off we have appointment booking.
[03:04:26] You're going to want to select the exact
[03:04:28] calendar you want to use because
[03:04:29] remember it has to book a calendar. I
[03:04:30] have full videos on how to create a
[03:04:32] calendar on high if you don't know how
[03:04:33] to do that. So please go watch that. You
[03:04:35] then have don't book appointment. Send
[03:04:37] booking link only. If you click this
[03:04:38] what it's going to do is it's going to
[03:04:40] send a link to a booking appointment.
[03:04:42] It's not going to try to go back and
[03:04:43] forth and just book them based on what
[03:04:44] they say. Pause bot responses after
[03:04:46] booking. You put in the time and it's
[03:04:48] going to stop responding. trigger
[03:04:49] workflow. We can select an automation
[03:04:51] that will trigger after it books. You
[03:04:54] don't have to, but it's just available.
[03:04:55] And then you can transfer to an
[03:04:57] employee. If you click this, you pick
[03:04:58] the exact user. And then it will go to a
[03:05:00] real person. And then allow bot to
[03:05:02] cancel appointment. Select that on. Very
[03:05:04] self-explanatory. And then allow bot to
[03:05:06] reschedule appointment. You click that
[03:05:07] on too. So first you have booking
[03:05:09] appointment stuff that you can set in.
[03:05:10] And once you click save, it'll kind of
[03:05:12] have this blue tinge to it. Show that it
[03:05:14] is in action. So that is actions for
[03:05:16] booking appointments. Trigger workflow.
[03:05:18] This is very simply having an automation
[03:05:20] fire up once something happens. So first
[03:05:21] you want to name what it would be and
[03:05:24] then you click the workflow you want
[03:05:25] triggered and then right in here this is
[03:05:28] when it happens. So if they like say hey
[03:05:30] here's my you know my name you would say
[03:05:32] when they say you know contact name
[03:05:35] click save and what this will do is when
[03:05:37] they say okay here's my email or
[03:05:39] whatever this automation in the
[03:05:40] background will trigger. So this is a
[03:05:42] way to have automations work handin-hand
[03:05:44] with the AI chatbot and it's very
[03:05:45] self-explanatory and you can add as many
[03:05:47] as you want. So again this is just to
[03:05:49] trigger automations. Then we have add
[03:05:51] contact info. So this is if you want to
[03:05:52] update fields, add custom fields, all
[03:05:54] kinds of stuff. Name right here. You
[03:05:56] pick the contact you want to be updated.
[03:05:58] Then you put what to put in the field
[03:05:59] and you select it right in there. You
[03:06:01] put in exactly what you want. That way
[03:06:02] you can change contact fields when
[03:06:05] talking to them. This can be great for
[03:06:06] custom fields. So if you have a favorite
[03:06:08] soccer team, favorite Pokemon card, net
[03:06:11] worth, something you created in high
[03:06:12] level custom field, you can tweak it
[03:06:14] like that. And again, right in here,
[03:06:16] like all the others, you can add more
[03:06:17] and more and more. And then click save
[03:06:19] when you're done. Then what we have is
[03:06:20] we have stop bot. So this is important.
[03:06:22] When they say something, the bot can
[03:06:24] immediately stop. And if we enable the
[03:06:26] scenario, when they say bye, when they
[03:06:28] say goodbye, when they say thank you, or
[03:06:29] you can add as many as you want or
[03:06:31] whatever you want, the bot will
[03:06:33] immediately turn off. That way, this
[03:06:34] will just stop the bot in its tracks so
[03:06:36] it doesn't keep going on. And again, you
[03:06:38] put the final message you want to say.
[03:06:39] So, you know, say, "See you suckers or
[03:06:41] whatever you want." Obviously, don't say
[03:06:43] that, but you know, that's the final
[03:06:44] message to say goodbye to it. Then, you
[03:06:45] can reactivate the bot by clicking this
[03:06:47] and putting in the time limit after it
[03:06:49] has stopped. So, if you want to do it a
[03:06:51] day, 5 hours, 6 hours, whatever, it'll
[03:06:53] happen. Then, it will add this custom
[03:06:55] tag. And again, you click save for it to
[03:06:56] work. And you can add more scenarios.
[03:06:58] But this is great if you want to stop
[03:06:59] said bot from doing extra actions. Then,
[03:07:01] right here, we have human handover.
[03:07:03] Basically when someone says I want to
[03:07:04] talk to human or I want to talk to the
[03:07:05] manager we can then assign them to a
[03:07:08] user in high level and it's going to
[03:07:10] basically trigger them give them a
[03:07:11] notification in high level and then they
[03:07:13] can take over the appointment. So this
[03:07:14] is great if you have humans and AI
[03:07:16] working together in your sales sequence.
[03:07:19] This will help a lot and it's a very
[03:07:20] good way to transfer when you need to
[03:07:22] talk to someone live. Really important.
[03:07:23] And then again final message you can
[03:07:25] reactivate the bot after x amount of
[03:07:27] time. It'll create a task for the
[03:07:28] contact. So your user, it'll be like,
[03:07:30] hey, you got to take care of this and
[03:07:31] it'll push notification and simple as
[03:07:33] that. And you got a couple different
[03:07:34] ones here and you can add new scenarios
[03:07:36] like that. But you got all kinds of
[03:07:38] stuff to do. So that's the human
[03:07:39] handover. Then we have transfer bot.
[03:07:41] This will transfer from one chatbot to
[03:07:43] another chatbot. Okay? So it depends if
[03:07:44] you have like a setter chatbot and a
[03:07:46] closer chatbot. You have a very
[03:07:47] complicated sales sequence. This is
[03:07:49] where this comes in. So you would just
[03:07:50] enable bot, pick the exact bot you want
[03:07:52] to transfer to. when it says, you know,
[03:07:54] Xword or whatever it says, it then will
[03:07:57] just send from Mary to Chanel. It'll
[03:07:59] just change the chatbot that is talking.
[03:08:02] So again, guys, all of these you use
[03:08:03] them if you need them, but a lot of them
[03:08:04] you're not going to need them. This last
[03:08:06] one is huge. This has actually made me
[03:08:09] so much money because it's enabled
[03:08:11] follow-ups as opposed to having
[03:08:12] automations. So what this now does is
[03:08:14] this enables the AI chatbot to follow
[03:08:16] up. So before the AI chatbot could only
[03:08:19] message back if someone messaged it. Now
[03:08:22] what we have is the AI chatbot after X
[03:08:24] amount of time will just keep sending
[03:08:25] the messages so you can do follow-up in
[03:08:27] your sales sequence. Guys, this is huge.
[03:08:30] The bot for the last year couldn't do
[03:08:31] anything like this. Now it can. So we
[03:08:33] then enable the scenario. Then we come
[03:08:35] right down here and we pick the
[03:08:36] follow-up. So after 15 minutes, okay, AI
[03:08:39] will send a message or will trigger a
[03:08:40] workflow. And you can come right in here
[03:08:42] and uncclick this and then you can add
[03:08:43] your custom message. But AI is pretty
[03:08:44] smart. It, you know, give them a good
[03:08:46] message. And what's this going to do? If
[03:08:48] they stop messaging back and forth,
[03:08:49] someone just goes dead. The AI chatbot
[03:08:51] is then going to say, "Hey, where'd you
[03:08:54] go?" A little sales follow-up. And if
[03:08:55] you guys know, you know, me and what I
[03:08:56] preach, follow-up is like 90% of sales.
[03:08:58] Like, if you don't follow up, you ain't
[03:09:00] going to get no sales. So, make sure you
[03:09:02] have follow. But here's the cool part.
[03:09:03] We can add more follow-ups. So, we can
[03:09:05] go, "Hey, you know what? In 5 hours,
[03:09:07] let's bother them again." And then we
[03:09:08] can come down here and we can do it
[03:09:10] again in days. You guys now can build
[03:09:12] out this monster sales sequence with an
[03:09:14] AI chatbot, not even using an
[03:09:16] automation. Like, this right here is so
[03:09:18] big. I wish you guys could understand
[03:09:20] this is huge. This will help you so
[03:09:22] much. It's helped me so much. I mean,
[03:09:24] this feature alone, it's had to have
[03:09:25] made me over $10,000 already since it
[03:09:27] came out. I mean, again, I'm not
[03:09:28] promising you're going to do that. This
[03:09:29] is just my results, but it's helped me
[03:09:32] so much cuz I I had to get rid of my
[03:09:33] automations and all this obnoxious stuff
[03:09:35] I have to set up and people messaging.
[03:09:37] It has enabled follow-up, which again is
[03:09:38] huge for sales. So, this one right here
[03:09:40] will enable you to have follow-up. And
[03:09:42] if you want to add any more stuff, you
[03:09:43] can have follow-up settings where you
[03:09:45] can set hours of follow-up, right? Like
[03:09:46] that. So, whatever hours you want to do
[03:09:48] and then dynamics channel switching,
[03:09:49] which it just goes from channel to
[03:09:51] channel or inactive channels. And then
[03:09:53] you click save if you want it. So, that
[03:09:54] is huge, guys. You click save when you
[03:09:56] want it. And that just gave you the
[03:09:57] ability to now have your AI chatbot
[03:09:59] follow up. So, we're going to click
[03:10:00] save. And then in dashboard, this is
[03:10:02] going to be your settings. I'm going to
[03:10:03] show you this a little bit later in the
[03:10:04] video under some bonus. I'm going to
[03:10:06] actually show you like a live dashboard
[03:10:08] so you can see what it looks like when
[03:10:09] it's live. So that's how you do the AI
[03:10:11] chatbot the first way very simply. So
[03:10:13] we're going to come back to
[03:10:14] conversational AI and now what we're
[03:10:16] going to do is we're going to do the
[03:10:17] simple way. Okay, which is click this
[03:10:19] right here and it's a guided form setup.
[03:10:21] So this is new guys. This video is very
[03:10:23] advanced. This one is super quick and
[03:10:25] and I think this is better for
[03:10:26] beginners. But if you want my honest
[03:10:28] opinion, if you want the chatbot to work
[03:10:29] really well, use the prompts and follow
[03:10:31] the thing I said. It'll work way better.
[03:10:32] If this is like you just are like a
[03:10:34] complete noob and you're like don't want
[03:10:36] to spend any time doing this, sure, do
[03:10:37] this one. But it's not as good. So,
[03:10:39] we'll do appointment booking. We'll
[03:10:40] click continue. We're going to select a
[03:10:41] brand voice. So, what this is is
[03:10:43] basically like a brand board, but a
[03:10:45] brand voice you can use for AI agents.
[03:10:46] Just your basic info. So, you can put in
[03:10:48] your brand name. We'll do Dave's
[03:10:50] Plumbing. And then you just put in your
[03:10:52] email, your website, your address, your
[03:10:54] phone number, your business hours, and
[03:10:56] then select the brand tone. So, we're
[03:10:58] going to click save. And then it's going
[03:10:59] to let us select the brand voice we
[03:11:01] clicked. So, we're going to go, okay, we
[03:11:02] want that. Then, we're going to click
[03:11:03] next. Same thing as before, guys. Very
[03:11:05] self-explanatory. We're going to do this
[03:11:07] one will be Lizzy, and then we can pick
[03:11:09] the exact channels. Again, you click
[03:11:12] select. I mean, it's the same exact
[03:11:14] thing as last time. You pick, you know,
[03:11:15] if you want it to be primary bot, the
[03:11:17] time before responding, your initial
[03:11:19] message, which is the first message it
[03:11:20] sends, and then you click next. I mean,
[03:11:22] it's the same partial layout, but then
[03:11:24] we come right in here, and you can pick
[03:11:25] the information you want it to collect.
[03:11:27] So, you can have all of the details, a
[03:11:29] couple of the details. I recommend you
[03:11:31] click all and then right here it's going
[03:11:32] to go through what you want it to ask to
[03:11:34] get those details. Then right in here um
[03:11:37] you can have skip if already filled the
[03:11:39] bot just basically skip the question
[03:11:40] right in here appointment details if you
[03:11:42] wanted to book in a calendar pick your
[03:11:43] calendar right here you can also pick a
[03:11:45] workflow to book after the calendar
[03:11:47] allow bot to cancel the appointment
[03:11:48] allow bot to reschedule and you can set
[03:11:50] on email notifications. So you guys saw
[03:11:52] it's very similar to the other one. It
[03:11:54] just has a lot less fine tuning like the
[03:11:57] other one does. So, it's very
[03:11:58] self-explanatory. Once you do the first
[03:12:00] one, you know how to do this one. But
[03:12:01] this one is if you just like don't
[03:12:03] understand anything and you're a
[03:12:04] complete noob. But with these two
[03:12:06] amazing prompts I have for you that are
[03:12:08] completely free. The other one's just so
[03:12:10] much better. Like it it just works so
[03:12:12] much better. You get just such a fuller
[03:12:14] chatbot. It's so much more sentient in
[03:12:16] my opinion. So that's what I recommend
[03:12:17] you use. But you'll see right here, you
[03:12:18] can pick exactly what you want. You
[03:12:20] know, autopilot, turn it on, turn it
[03:12:21] off. And for those of you wondering what
[03:12:23] suggestive is, it's where a prompt will
[03:12:25] pop up in the window. So like if someone
[03:12:27] says, "Hey, I want a website." A little
[03:12:29] thing will pop up that says, you know,
[03:12:31] question one here. Here's your website.
[03:12:33] Or two, hop on the call. And then you
[03:12:35] can select what you want to say. So it
[03:12:36] just basically answers for you, but you
[03:12:38] have to send the message. It's stupid.
[03:12:39] It's a waste of time. Autopilot is way
[03:12:41] better because it's a chatbot. Then you
[03:12:42] can test your bot here or you can go to
[03:12:44] advanced settings, which then kind of
[03:12:46] takes you into something similar to what
[03:12:47] we had before, which is just selecting
[03:12:49] the kind of stuff you want additional
[03:12:51] information. So that's really it, guys,
[03:12:52] in a nutshell for that part of the bots.
[03:12:55] you have those two options. And I
[03:12:56] recommend you use the first one, the
[03:12:58] create prompt based bot, because with
[03:12:59] these prompts I have, it's just going to
[03:13:01] work way better. It will. And it's also
[03:13:03] really fast. Like this beginner one is
[03:13:05] quick, but with the prompts, my other
[03:13:06] one is pretty much just as fast. It's
[03:13:09] just not as good. I've tested both.
[03:13:11] They're just not as good. So, I
[03:13:12] recommend you do that. It is just way
[03:13:13] better. So, now what we're going to do
[03:13:15] is we're going to test our bots. We're
[03:13:16] going to go to Mary. This is really
[03:13:18] important. Good etiquette. Test your
[03:13:19] bot, please. So many people skip out on
[03:13:21] this process. Test your freaking bot.
[03:13:23] People will run these things and be
[03:13:24] like, "It didn't work." It's like, "Cuz
[03:13:26] you didn't test it." So come in here and
[03:13:27] say, "Hello, I need to fix my pipes."
[03:13:32] And from here, you can see how the AI
[03:13:34] bot responds. And you can come into bot
[03:13:35] goals and fine-tune it if you want to
[03:13:37] change it a bit. No problem. Pipes
[03:13:39] acting up can be a real headache. I can
[03:13:40] help you book appointment, book a pro
[03:13:42] from Dave's Plumb to get things. Yeah,
[03:13:44] perfect. See, that's great. This
[03:13:45] Thursday. This Thursday. Okay. And
[03:13:47] again, guys, proper etiquette. Please
[03:13:48] test. I'm going to say this a million
[03:13:50] times. Test, test, test, test. See?
[03:13:51] Boom. It's now walking me through the
[03:13:53] options. I can I can pick what day we're
[03:13:55] going to do. 8 a.m. Perfect. Before you
[03:13:59] log in. Perfect. Perfect. Perfect. Okay.
[03:14:00] Now, it's asking for my name, email
[03:14:02] address. So, you just want to go through
[03:14:03] then make sure you check your calendar.
[03:14:05] Make sure to put it on your calendar.
[03:14:06] That's the proper way you want to test
[03:14:08] this thing. Okay. So, now what we're
[03:14:09] going to do is we're going to follow the
[03:14:10] exact options here so we can actually
[03:14:12] have it booked. So, we're going to do
[03:14:13] your name. So, we're going to do Declan
[03:14:16] Declan the wizard
[03:14:19] atgmail.com.
[03:14:22] We're then going to do So, pipes no
[03:14:25] working. And what this is going to do is
[03:14:26] basically going to take my info and then
[03:14:28] plug it into the system. Okay. So, then
[03:14:30] you put your physical address and you
[03:14:31] just go through it and then you'll be
[03:14:32] good to go. So, I'm going to do Whiteart
[03:14:35] Lane, Virginia Beach. Perfect.
[03:14:38] Oh, look at that. As I put Virginia
[03:14:39] Beach in, but it actually knew. So
[03:14:41] that's a perfect answer cuz it didn't
[03:14:43] just say okay cuz they do do that
[03:14:45] occasionally but it already because of
[03:14:47] the prompt I set up knew exactly what I
[03:14:48] was saying. So I'll just actually I am
[03:14:51] on Main Street Winchester. So now like
[03:14:54] it's it's actually checking me which is
[03:14:56] huge. I'm telling you back in the day
[03:14:58] the bots would just say okay I'm booking
[03:15:00] your appointment. Like super dumb like
[03:15:02] not good. Okay you're all good. Perfect.
[03:15:04] So then right there you see it. You're
[03:15:06] good to go. And this is a test, so I'm
[03:15:08] not sure it's going to pop up in your
[03:15:10] calendar because it is a test, but we're
[03:15:12] just going to see. Well, it did. It
[03:15:14] actually popped up. That's insane. Okay,
[03:15:15] so it obviously because the test didn't
[03:15:17] put the proper name in, but still. Look
[03:15:18] at that. It actually a test on even the
[03:15:21] dummy bot where it's just like we're
[03:15:23] demoing. We're not actually doing it
[03:15:24] actually scheduled the appointment. So
[03:15:26] that's huge. Obviously, if this is a
[03:15:27] real one, it's going to put in a title
[03:15:28] or change stuff if you're actually doing
[03:15:30] the chat widget. But that's awesome
[03:15:31] because that's not even the real thing.
[03:15:32] That's just the test. So from there, you
[03:15:34] know that it's working. So again, that's
[03:15:35] what you want to do. You want to start
[03:15:37] from A to Z. Ask it, okay, where am I
[03:15:39] living? You know, give it your info and
[03:15:40] then check the calendar to make sure it
[03:15:42] booked or whatever you're trying to do.
[03:15:43] You want to test, test, test, and that's
[03:15:45] how you get it to really perform well.
[03:15:47] So, that's pretty much how that works.
[03:15:48] And again, guys, make sure you collect
[03:15:50] both of these prompts right down below
[03:15:51] for free. They're incredibly important.
[03:15:53] Please check them out. So, now that
[03:15:54] we're done with that, you understand how
[03:15:55] everything works. I just want to show
[03:15:57] you three little bonus points on this so
[03:15:59] you kind of understand a little bit more
[03:16:00] how the chat widget works. The first
[03:16:01] thing in conversations, this is cool to
[03:16:02] know. under every conversation you'll
[03:16:04] see right down here it'll show the
[03:16:06] chatbot and it will be either active or
[03:16:08] inactive the conversation side of things
[03:16:10] like at the very level not just through
[03:16:12] the other dashboard a lot of people
[03:16:13] don't know this you can see it right
[03:16:14] here and you can quickly turn it off and
[03:16:16] you can see it says conversation AI bot
[03:16:17] is active so that's just another little
[03:16:19] data point to see whether the bot is
[03:16:22] working or not so I think that's really
[03:16:23] really cool and it's just something for
[03:16:24] you to know and you can turn it off on
[03:16:26] that level too the other thing I want to
[03:16:27] show you okay this is for my chatbot
[03:16:29] okay in the dashboard is what some of
[03:16:30] the stats look like so you'll see right
[03:16:32] here I'll talk about messages. It'll
[03:16:33] talk about, you know, average messages
[03:16:35] per contact. It'll go over, you know,
[03:16:36] unique contacts, actions triggered, time
[03:16:38] saved. It's going to basically give you
[03:16:40] a dashboard of everything you've done.
[03:16:41] So, for this bot, I'm not booking
[03:16:43] appointments. That's why there's no
[03:16:44] appointments booking. It's a general
[03:16:45] bot, but like it saved me a ton of time.
[03:16:48] Like a ton of time. And if we come right
[03:16:50] here, we can select all of July and we
[03:16:51] can click confirm. And boom. It saved me
[03:16:53] over 4 hours worth of time. And I'm not
[03:16:55] even doing a lot of messages. So, that's
[03:16:57] a ton of time saved, you know, just from
[03:16:59] that one thing. When you have businesses
[03:17:00] where they message people all day, you
[03:17:02] can actually show them this dashboard
[03:17:04] and be like, "Yo, we saved you this much
[03:17:06] time. Okay, we booked you this much
[03:17:08] appointments. Here's the revenue." All
[03:17:09] this stuff. If you don't know about the
[03:17:11] custom reporting and high level, you can
[03:17:12] add this in to make yourself look like
[03:17:14] you're doing way more work, guys. Really
[03:17:17] important if you want to keep your
[03:17:18] clients paying you longer. So, this is
[03:17:20] just a great way to see. And you can
[03:17:21] even, you know, filter by channel, you
[03:17:23] know, what's coming in from what
[03:17:24] channel. This is like a very very good
[03:17:26] way to show not tell your clients that
[03:17:29] it's working. And again, you can plug
[03:17:31] some of this stuff into the reporting
[03:17:32] tab, which guys, I recommend you watch
[03:17:34] my video on creating custom reports.
[03:17:36] Data is everything. Little pro tip for
[03:17:38] you guys that are new. If you don't show
[03:17:40] your clients how this is working, they
[03:17:41] often assume it's magic, and if they're
[03:17:43] not getting results, your magic sucks.
[03:17:45] Really big pro tip. A lot of you guys
[03:17:46] are not data driven. You kind of just
[03:17:47] throw stuff at the wall and be like,
[03:17:49] "Well, I guess it works." and you wonder
[03:17:51] why your clients either cancel with you
[03:17:53] or go, "Why am I paying you this money?"
[03:17:54] Well, it's because they don't know
[03:17:55] what's going on. So, data is king. Make
[03:17:57] sure you show them the data. And with
[03:17:58] your AI chatbot, it is very easy to
[03:18:00] reaffirm in their head why they are
[03:18:02] paying you when they can see it saved me
[03:18:03] this much time. It booked this many
[03:18:05] appointments. It made me this much
[03:18:06] money. Trust me, guys, it'll keep your
[03:18:07] clients paying you longer. So, that's a
[03:18:09] little part on the data that I recommend
[03:18:10] you definitely check out, which is super
[03:18:12] cool. And this is a live chatbot that
[03:18:14] you're seeing for real. Last part is
[03:18:15] chat widgets. This is a big one. I do
[03:18:17] this in a lot of my videos, but I think
[03:18:18] it just bears repeating because I want
[03:18:20] to show you how to add one of these to a
[03:18:21] website. So, what is a chat widget? It
[03:18:23] is basically a piece of code that can be
[03:18:25] put on any single website and have an AI
[03:18:27] chatbot plugged into it so it can then
[03:18:29] talk to you. Really cool. And this is a
[03:18:31] great way to capture a ton of leads. And
[03:18:32] these are very simple to add. We come
[03:18:34] into sites. We're going to go right over
[03:18:35] to chat widget and we're just going to
[03:18:37] click new and we're going to click live
[03:18:38] chat. It's the best one to click. And
[03:18:40] what we want to do is we want to come
[03:18:42] right in here and we want to make sure
[03:18:43] this is turned off. Okay? Because this
[03:18:45] is keep disabled. And from there, you
[03:18:47] now have a chat widget we can add. We're
[03:18:48] going to save. And this is really cool,
[03:18:50] guys. You can add this to any website by
[03:18:52] just pasting this code in there on a
[03:18:54] code editor on any website like Wix,
[03:18:56] WordPress, Squarespace, whatever. So,
[03:18:58] you now can add this chat widget to any
[03:19:00] website and then easily make recurring
[03:19:03] money helping everyone even if they
[03:19:04] don't have a highle site. But once this
[03:19:05] is saved, what we're going to do is
[03:19:06] we're going to come to this website,
[03:19:08] which is Ryan's roofing. Okay? As you
[03:19:09] see here, we're going to come to
[03:19:10] websites. We're going to go down to
[03:19:11] Ryan's roofing. We're going to click
[03:19:13] settings. We're going to click chat
[03:19:14] widget. And we're going to click save.
[03:19:16] And then from there, we come over here
[03:19:17] and you will see that the chat widget
[03:19:19] changes once we refresh the page. Boom.
[03:19:22] Look at that. It is now the different
[03:19:24] chat widget. So that's how you do. I
[03:19:26] thought I would just let you know about
[03:19:27] that and that's a great way to make
[03:19:28] recurring money that a lot of people do
[03:19:30] not use in the chat box. So I'm not
[03:19:31] going to go into that, but I just like
[03:19:32] to let people know about that cuz it is
[03:19:34] huge. All right. So to make your AI work
[03:19:36] way better on high level, we're going to
[03:19:37] come right to your dashboard and we're
[03:19:38] going to go right down to AI agents and
[03:19:40] we're going to come right into knowledge
[03:19:42] base. Okay. This is where all of this is
[03:19:44] done. Now, I want to let you know, I'm
[03:19:46] going to show you, in my opinion, what
[03:19:47] is an absolute cheat code to making this
[03:19:50] work better and faster and it's easier
[03:19:51] for you while we go through this. But
[03:19:53] first, I'm going to have to explain
[03:19:54] exactly what this is and how this works.
[03:19:56] So, first off, every AI in Highle is
[03:19:58] connected to a knowledge base. Okay, as
[03:20:00] you see here, your AI agent has to
[03:20:02] select a knowledge base. Your AI chatbot
[03:20:04] has to select a knowledge base. This is
[03:20:06] how you train your AI. It has to pull
[03:20:09] its data from somewhere. It doesn't just
[03:20:10] know everything. It pulls data from a
[03:20:12] specific place. Now in high level though
[03:20:16] you can create multiple and they can be
[03:20:18] sourced from different places. And one
[03:20:20] of the things I see time and time again
[03:20:22] is when people's AI agents, AI chatbots
[03:20:24] or whatever they're using doesn't work
[03:20:25] properly. It's because their knowledge
[03:20:27] base is not properly filled out. And
[03:20:30] this is a big thing you have to be
[03:20:32] utilizing and properly doing for it to
[03:20:34] work properly. And I've had a lot of
[03:20:35] experience with it. That is why I've
[03:20:37] created this shortcut. So that's what
[03:20:38] the knowledge basis is. Now, how do we
[03:20:41] create them? So, we'll come right up
[03:20:42] here to click create knowledge base, and
[03:20:44] you're going to give it a name. So,
[03:20:45] we're going to say um Arctic Air
[03:20:48] knowledge base. So, you just name it.
[03:20:50] And the description really isn't
[03:20:52] something you have to have. It's just to
[03:20:54] basically delineate it from other
[03:20:56] knowledge bases within the account
[03:20:57] because you can have multiple. So, we're
[03:20:58] just going to say knowledge base. Okay?
[03:21:00] And then we're going to click create. So
[03:21:01] now that we've created the knowledge
[03:21:02] base, we now have to create the source
[03:21:04] from where the knowledge base pulls from
[03:21:06] because again the AI is going to pull
[03:21:08] its data from the knowledge base. And
[03:21:10] there is multiple different ways you can
[03:21:12] do this. Again, I have this amazing
[03:21:13] shortcut I'm going to show you here in a
[03:21:14] bit. But first, I need to just break
[03:21:16] down what these are. So first off, you
[03:21:17] have a web crawler. This is pulling from
[03:21:19] the internet. So this can be a website,
[03:21:21] which is what I recommend you do, or any
[03:21:23] page online. And to do that, we'd come
[03:21:25] right up here to add source. We click
[03:21:26] webcwler and we put the URL in or the
[03:21:29] path or the domain and we just slap it
[03:21:31] in right here and click extract data.
[03:21:33] Simple as that. That is how we would get
[03:21:34] the webcwler version which is just a
[03:21:36] site off the internet or a page. Then
[03:21:38] what we have is FAQ. So this is
[03:21:40] frequently asked questions. And to add
[03:21:42] these in, we'd come right up here and we
[03:21:44] click FAQ. We put the question in, then
[03:21:46] the answer to said question, and then we
[03:21:48] would click save. And in a bit I'm going
[03:21:50] to show you which ones I use, which are
[03:21:51] best, which comes the shortcut. So don't
[03:21:53] worry, I'm going to give you the pro
[03:21:54] tips here in a bit. Then we have tables.
[03:21:55] Okay, so a table is basically a CSV or
[03:21:58] any sort of spreadsheet that has all the
[03:22:00] data lined up in columns. So to add
[03:22:01] that, we come right in here and we click
[03:22:03] tables. We upload your CSV, make sure
[03:22:05] it's properly formatted. Then we go
[03:22:07] through and we submit it. So that is to
[03:22:09] add the tables in, which is a CSV. That
[03:22:11] is going to take a little long. And then
[03:22:13] we move on to rich text. So this is
[03:22:14] basically having properly formatted
[03:22:16] paragraphs with headings and all this
[03:22:18] stuff right in here. Okay? And you can
[03:22:19] plug it all in that. You do not have to
[03:22:21] go to this to add this one. And then
[03:22:22] last but not least, we have file upload.
[03:22:25] Okay? which is where you can come right
[03:22:26] in here and you can upload a file
[03:22:28] whether a PDF, a doc, whatever, and it
[03:22:29] has all the data in it and you can plug
[03:22:31] that in. It'll be trained off of it. So,
[03:22:33] in your case, you might be asking, well,
[03:22:35] which one is the best? So, for most
[03:22:36] agencies and service-based businesses,
[03:22:38] you're going to want the web crawler
[03:22:39] ones with my special hack I'm about to
[03:22:41] show you. FAQs are good, but they often
[03:22:43] don't answer everything. If you really
[03:22:44] want to get really in-depth, you can put
[03:22:45] FAQs um on top of this. Tables, that's
[03:22:48] something that just takes more time. You
[03:22:49] can get basically the same thing done
[03:22:51] with webcrawler. depends how you know if
[03:22:52] you have some complicated stuff rich
[03:22:54] text similar to web crawler what I'm
[03:22:55] about to show you I don't think it's
[03:22:56] necessary and then file upload again
[03:22:58] depending on if you have lots of uh more
[03:23:00] complicated database stuff you can but
[03:23:02] in reality webcwler will be perfect for
[03:23:04] you to train your AI bot so that is what
[03:23:06] I recommend so what we're going to do is
[03:23:08] we're going to use a little hack on
[03:23:09] training this so first off if the
[03:23:11] business you're working for or you has a
[03:23:12] website you should immediately come in
[03:23:14] and put that website in here slap the
[03:23:16] URL in click extract data done that is
[03:23:18] something you should do ASAP it is very
[03:23:20] very important On top of that though, to
[03:23:22] properly train it, what we're going to
[03:23:24] want to do is we're going to want to
[03:23:25] create a knowledge base, okay? That is
[03:23:27] an expert on a specific niche. And that
[03:23:29] is why I have come up with this amazing
[03:23:31] AI prompt that you can have free right
[03:23:33] down below. I made a video like this
[03:23:34] many, many months ago. I think six six
[03:23:36] months ago, at least half a year ago.
[03:23:38] And in that video, I had one that was a
[03:23:40] little more sloppy. This one is much
[03:23:41] better. I've been using it. It's
[03:23:43] awesome. And what we're going to do with
[03:23:44] this is we're going to generate a
[03:23:46] knowledge base for any niche. Again,
[03:23:48] this is right down below. you can have
[03:23:49] it for free, but this is what we're
[03:23:51] going to do. We're going to copy this
[03:23:52] once you get it. And we're going to
[03:23:53] paste it right in here. Okay? And we're
[03:23:56] just going to change the niche. So, if
[03:23:58] you're like a law firm or something with
[03:23:59] subniches like real estate law, uh,
[03:24:01] family law, you can put that in. But
[03:24:02] what we're going to do is we're just
[03:24:04] going to do HVAC. And then we're going
[03:24:05] to click enter. And as you see in here,
[03:24:07] and you don't have to just use, you can
[03:24:08] use Grock, Gemini, whatever. What this
[03:24:10] is going to do is this is going to go
[03:24:12] down and this is going to create in
[03:24:14] perfect formatted order. So, okay, the
[03:24:16] bot can read the knowledge base properly
[03:24:18] and go right down below with all of the
[03:24:20] info it would need on HVAC so it
[03:24:24] understands HVAC. Does that make sense?
[03:24:26] I created this so it properly trains the
[03:24:28] AI bot. That's why I did this cuz what a
[03:24:30] lot of people do is they come in,
[03:24:32] they'll just slap a website in which has
[03:24:34] basic data like the times they're open
[03:24:37] and some other stuff, but it doesn't
[03:24:38] have all of the data on well the niche.
[03:24:41] So, you want it to be a master of the
[03:24:43] niche because that's how we make it work
[03:24:44] much better. So, what we're going to do
[03:24:45] now is we go, okay, this is awesome.
[03:24:47] We're going to come right in here and
[03:24:48] we're going to copy this. But what we're
[03:24:50] going to do instead of putting this into
[03:24:51] a Google sheet or whatever, a word doc,
[03:24:54] and transporting. We can do something
[03:24:55] even cooler, which is coming right down
[03:24:57] to sites, going right into funnels or
[03:25:00] websites. Either one works. We'll just
[03:25:02] do website. We click new website. We're
[03:25:04] going to do from blank. We'll just do
[03:25:06] knowledge base HVAC. And watch this.
[03:25:09] This is way easier and saves you so much
[03:25:12] more time. I'm going to come right in.
[03:25:13] and we're going to click add new page
[03:25:15] and we're just going to do knowledge
[03:25:16] base and we're going to click create new
[03:25:19] page and we edit in new tab and then
[03:25:21] what we're going to do is we're going to
[03:25:22] click blank section. We're going to come
[03:25:23] right in here to plus and we're just
[03:25:25] going to drag paragraph right in here
[03:25:27] and all we're going to do is we're going
[03:25:29] to paste and match style. Simple as
[03:25:31] that. You can go in and you can make
[03:25:33] these H2s or whatnot if you want to or
[03:25:36] H1's but in reality you can just paste
[03:25:38] in simply like this. Again, if we check
[03:25:40] it out and look at this, it's just going
[03:25:41] to be a funnel website page full of
[03:25:43] data. Okay, we don't even have to make
[03:25:45] this live, by the way. So, then all we
[03:25:47] have to do is get this URL, copy it.
[03:25:49] Okay, come back to our knowledge base.
[03:25:52] Okay, which is Arctic Air knowledge
[03:25:53] base. Click add source webcrawler. Boom.
[03:25:56] Doesn't even have to be a live website.
[03:25:58] It can legitimately be this preview
[03:26:00] link. Doesn't have to be live. And we're
[03:26:01] going to click extract data. Now, what
[03:26:03] this is going to do is this knowledge
[03:26:05] base is then going to be trained on this
[03:26:07] page with all the data. That way you
[03:26:09] don't have to go outside of high level.
[03:26:10] You can keep everything within a sub
[03:26:12] account which is more value for your
[03:26:14] clients and keeping everything in one
[03:26:16] organized space. So boom, look at that.
[03:26:19] It now says train. So it now understands
[03:26:22] it. It now has the proper data inside of
[03:26:25] knowledge base to pull from. So now if
[03:26:27] we come into let's say your AI agent and
[03:26:29] we want to hook up this new knowledge
[03:26:31] base, all we'd have to do is come right
[03:26:32] in here, click Arctic Air knowledge
[03:26:34] base, click save, and now it is trained
[03:26:36] on that specific knowledge base. Guys,
[03:26:39] this is really important. And this
[03:26:40] little hack I showed you with the
[03:26:41] funnels or the websites is super clean
[03:26:43] because before I was putting this on
[03:26:45] Google Sheets. I was putting this in and
[03:26:47] it was in certain accounts over here
[03:26:49] then over there and it was super
[03:26:50] confusing. But now we can have
[03:26:52] everything all within high level. It's
[03:26:54] so much easier. It keeps everything
[03:26:56] cleaner and trust me it saves you a ton
[03:26:59] of time. So now all you have to do is
[03:27:01] come in here, get this prompt, put in
[03:27:03] whatever niche you want and any niche.
[03:27:05] It will train it through chat GBT. You
[03:27:07] come and you put it in the funnel page,
[03:27:09] you take this exact URL, you plug it
[03:27:10] back in and you can now have as many
[03:27:12] knowledge bases as you want like that.
[03:27:14] It is that easy to train bots well. And
[03:27:17] if you don't believe me, get the free
[03:27:18] prompt down below and try it out
[03:27:20] yourself. I think you're going to love
[03:27:21] it. So it's simple as that, guys. You
[03:27:22] want to be using this. You want to go in
[03:27:24] and you want to have your knowledge base
[03:27:25] dialed in ASAP. So, not only you can
[03:27:27] have it trained for yourself, but for
[03:27:28] your clients as well. Know what this is?
[03:27:30] I just want to explain this. The social
[03:27:32] planner is a place where you can
[03:27:34] schedule and manage all of your social
[03:27:36] media in one place. This is super
[03:27:38] effective for growing your social media
[03:27:40] or your client's social media. And you
[03:27:43] can do all kinds of different stuff with
[03:27:45] all of these platforms. Facebook,
[03:27:47] Instagram threads, Google business
[03:27:49] profile, LinkedIn, Tik Tok, YouTube,
[03:27:50] Pinterest community, which is a go high
[03:27:52] level community like school. And then
[03:27:53] blue sky. You can have evergreen posts.
[03:27:55] You can bulk schedule. You can have an
[03:27:57] RSS feed which will basically post, you
[03:27:59] know, certain things from blogs. And I'm
[03:28:00] going to explain all of this in depth.
[03:28:03] But this feature is incredibly powerful
[03:28:05] and high level. And if you set it up
[03:28:06] properly, it will save you so much time
[03:28:08] because you won't have to go to all
[03:28:10] these other platforms and do the posting
[03:28:12] there. You can do it all from one place,
[03:28:14] which will just save you so much time.
[03:28:16] Now, something else I want to let you
[03:28:17] know is before I was using Highle, I was
[03:28:20] using a couple different softwares.
[03:28:22] Okay, I used Hootsweet, also Sprout
[03:28:24] Social. I use Buffer as well. Really
[03:28:25] tried all of them, but just for this
[03:28:27] feature, the social planner, these
[03:28:29] companies charge upwards of $300 to use.
[03:28:33] Okay, the basic one doesn't give you all
[03:28:35] the features that this has, but all the
[03:28:36] features you're getting in this social
[03:28:37] planner, I'm not even kidding you guys,
[03:28:39] cost like an arm and a leg elsewhere.
[03:28:41] And you can go look at the other ones.
[03:28:42] It's the same thing, if not worse. And
[03:28:45] they charge a lot of money for it. With
[03:28:47] high levels, it's in any of the plans,
[03:28:49] the 97, 297, 497. So, like just know
[03:28:52] that like this feature is extremely
[03:28:54] powerful and it's already part of the
[03:28:56] Hitle subscription you're using, so you
[03:28:57] might as well use it. So, the first step
[03:28:59] in getting this entire thing set up is
[03:29:01] you need to connect a social profile.
[03:29:04] So, all of these are very similar in the
[03:29:06] way you connect. You're going to click
[03:29:07] one of them. It'll take you to a page
[03:29:09] like this. For some of them, it's like
[03:29:10] this. For them, it's not. You're going
[03:29:11] to select which one you want, and then
[03:29:13] it's going to take you, okay, to Tik Tok
[03:29:15] to log in. You're going to log into your
[03:29:16] Tik Tok account. Then it will come in
[03:29:18] and you will have it logged in. It's
[03:29:21] like this with all of these. Instagram,
[03:29:22] you pick exactly which way you do it.
[03:29:24] You go through, it'll take you to
[03:29:26] Instagram, then you'll log in. Okay.
[03:29:28] Threads, same thing. Any of them, like
[03:29:30] you can see right now, you go through
[03:29:32] and you click and it's going to take you
[03:29:34] into their server and it's going to have
[03:29:36] you log in. That's the way this works.
[03:29:39] So now what you need to figure out is
[03:29:40] exactly what you want to connect now,
[03:29:43] okay? And connect it. So pause the video
[03:29:45] if you have to or if you want to keep
[03:29:46] going, you can. But just pick which one
[03:29:47] of these, follow the steps, and connect
[03:29:49] it. It's super easy. You just put in
[03:29:50] your info, and it's just like I did. You
[03:29:52] click which one you want, and then you
[03:29:53] connect. For this video, I'm going to be
[03:29:54] connecting Facebook, Instagram, and
[03:29:56] Google Business Profile. And I already
[03:29:57] have this connected via this account
[03:29:59] right here. So, once you're connected,
[03:30:01] you should be brought to a page like
[03:30:02] this. And if you ever at any point want
[03:30:03] to connect more socials, you just come
[03:30:05] right up here and click this right here.
[03:30:07] And it's going to be just like this, but
[03:30:09] in a different format. That way, you can
[03:30:10] connect them just like that. All right.
[03:30:13] So, now it is time to go through all of
[03:30:15] the features on the social plan. If you
[03:30:16] don't have High Lee though and you are
[03:30:18] interested, I have a 30-day free trial
[03:30:19] link down below where you sign up with
[03:30:20] that. You get a ton of free bonuses and
[03:30:22] help from me. So, if you're interested
[03:30:23] in High Level, make sure you go check
[03:30:24] that out. So, the first tab we're going
[03:30:26] to be in is the social planner tab. So,
[03:30:29] what this is is this is where you're
[03:30:31] going to see all of your content listed.
[03:30:34] That is the whole point of this. Now,
[03:30:37] posting is going to be done in the
[03:30:38] content tab. So, we're not going to go
[03:30:39] over this, but essentially, this is just
[03:30:40] where you're going to see your posting.
[03:30:41] So, if we come in here and we go back to
[03:30:44] a regular date range, um, we come like
[03:30:48] right here, okay, and confirm, you will
[03:30:50] see a bunch of my posts all scheduled
[03:30:52] out. So, they're all going to be like
[03:30:53] that. So, you have the ability to filter
[03:30:55] out by date range. Then, you can pick
[03:30:57] exactly which ones you want to see. So,
[03:30:59] we take out Facebook, take out Google My
[03:31:01] Business. You see, they disappear
[03:31:01] because I'm posting on Google pretty
[03:31:03] heavy. But, that's basically how you
[03:31:04] will filter by social platform. And then
[03:31:07] you can also filter through here
[03:31:09] depending on a bunch of other post
[03:31:11] content types. And you have content
[03:31:12] type, status, approval status, created
[03:31:14] by, approver, and then categories. And
[03:31:16] this is just for you to filter out to
[03:31:18] see if you have a ton of posts, which is
[03:31:20] what. But more importantly, this is a
[03:31:22] really cool one. You have the calendar
[03:31:23] view. So this is really helpful to see
[03:31:25] on a calendar what you have posted. So
[03:31:27] with this list view, we see all of my
[03:31:28] posts lined up like this. But if we come
[03:31:30] over here and click calendar view, we
[03:31:32] can see on a calendar where it's
[03:31:34] scheduled and what time. Really nifty.
[03:31:37] Okay, so again, you're not going to see
[03:31:39] anything if you're brand new to this
[03:31:40] because, well, guess what? You don't
[03:31:41] have any posts. But this is what it
[03:31:43] looks like when you have posts. And
[03:31:45] again, you can filter from calendar view
[03:31:47] to list view by just clicking these
[03:31:48] buttons. And then we can come down and
[03:31:51] click these posts and do certain bulk
[03:31:53] actions. So like delete all of them or
[03:31:55] click into them. And if we click this
[03:31:57] one, let's say it's going to pop up on
[03:31:58] the side and it's going to show us basic
[03:32:01] details and show us what it looks like
[03:32:02] on that platform. So again, the planner
[03:32:05] tab is just where we're going to see all
[03:32:07] of this in action. So it's really good
[03:32:08] stuff. That way you can really see, you
[03:32:10] know, what's going on. You can also,
[03:32:12] this is something really cool here is
[03:32:13] you can run as an ad in the ads manager.
[03:32:15] So we're not going to get into that
[03:32:16] right now, but High Level has an ads
[03:32:18] manager if you did not know. It does
[03:32:20] cost money at the time making this
[03:32:21] video, but you can turn this into a paid
[03:32:23] ad and do all kinds of other cool stuff.
[03:32:24] So, it's really nifty way they have this
[03:32:27] set up. And then again, you can edit the
[03:32:28] post by clicking this right here. And
[03:32:30] then you just edit how you want it to
[03:32:32] be. But that is what the planner tab
[03:32:34] will do. It's just where you're going to
[03:32:35] see all your posts and where you can
[03:32:36] edit what you've already done and then
[03:32:38] switch between the list views so you can
[03:32:39] see what you have. Then we're going to
[03:32:41] move on to the content tab. So, this is
[03:32:43] where we're going to create social media
[03:32:45] posts. So, these are all the different
[03:32:47] kinds of posts you can create. And all
[03:32:50] of these, okay, will be up here as well.
[03:32:52] So, there's going to be overlap. you'll
[03:32:53] see throughout this video things, but
[03:32:54] like all these posts will be up here as
[03:32:56] well. So, just know anytime you're in
[03:32:58] any of these tabs, you'll always be able
[03:32:59] to click this new post and access any of
[03:33:01] the kinds of posts you want. The first
[03:33:04] one we're going to start off with is
[03:33:06] going to be the new post. So, this is
[03:33:08] just one singleized post. Basic as that.
[03:33:10] So, we're going to click that button.
[03:33:11] We're going to come right in here.
[03:33:12] You're going to click the exact social
[03:33:13] you want this to go on. And then in
[03:33:15] here, you can put the content of your
[03:33:17] post. So, this is where your post is
[03:33:19] going to be. You see it like that. And
[03:33:21] then down here you can have AI write it
[03:33:23] for you by clicking this and then pick
[03:33:25] one of these options. We're going to get
[03:33:26] into that a little bit later. Um but
[03:33:28] then you have bold it, italicize it, you
[03:33:30] can add emojis. Okay, you can add any
[03:33:33] sort of picture can be from AI or you
[03:33:35] can upload from the media storage
[03:33:37] library. So say we want this picture
[03:33:39] right here. That goes in just like that.
[03:33:42] So then from here, once you have that,
[03:33:43] you're going to come right down here and
[03:33:44] then you're going to pick what kind of
[03:33:46] action type you want to be. Again, this
[03:33:47] is for Google business profile. Pick
[03:33:49] what you want. You want event, you want
[03:33:50] a call to action. We'll just do call.
[03:33:52] And then this is for Google business
[03:33:54] profile, but if you were to come into
[03:33:55] Facebook, okay, it might be a little bit
[03:33:57] different. Do you want it as a feed, a
[03:33:59] reel, a story? You see how it changes?
[03:34:02] So you decide how you want the post to
[03:34:04] come up through here. And again, this is
[03:34:06] just building out a singular post. So
[03:34:08] then from there, okay, let's say we we
[03:34:11] did not want this right here. Um, and by
[03:34:13] the way, if you pick multiple, you can
[03:34:14] customize for each channel, which is
[03:34:16] very very nifty. You can come down here
[03:34:18] and you can either save for later or you
[03:34:20] can click this and it will post right
[03:34:22] away or you can click this little arrow
[03:34:24] and you can schedule your post. So, pick
[03:34:25] a date range, send a post for approval.
[03:34:27] And we're going to get into more of this
[03:34:28] later in the video because it goes over
[03:34:30] this exactly, which is just making sure
[03:34:32] if you have a whole team that they
[03:34:33] approve it and then you can make this
[03:34:34] recurring post, meaning this can go out
[03:34:36] at a set time every single month. That
[03:34:38] way you can have social media management
[03:34:39] taken care of forever, which is really
[03:34:42] nifty. So, that's basically how you do
[03:34:43] it, guys. That's the basics of just
[03:34:45] creating one singular post. It's very
[03:34:48] simple. You come right in, you put
[03:34:50] exactly, you know, what you want right
[03:34:52] in here. Wants a haircut. And then from
[03:34:56] there, you plug in your picture, you add
[03:34:58] anything else, pick the call to action,
[03:35:00] and then you click post, and then you
[03:35:02] are good to go. So, another really cool
[03:35:05] part about this is we can use AI to
[03:35:07] completely create our post from scratch.
[03:35:08] We come right in here and we click
[03:35:10] generate with AI. I can come right in
[03:35:12] here and said I want hair salon post
[03:35:17] conversions. And then what we can do is
[03:35:19] we can click generate and it's going to
[03:35:21] come up with three different posts for
[03:35:24] the hair salon. So look at this. It just
[03:35:27] came out with three different ones. We
[03:35:28] want this one. We're just going to click
[03:35:29] continue. Boom. Right in there. But what
[03:35:32] we can do now that we have this like oh
[03:35:34] this is so cool. We just generated an
[03:35:35] amazing social media post. We can also
[03:35:37] edit it. We can improve the writing. We
[03:35:39] can fix the spelling and grammar. We can
[03:35:40] simplify. We can make it longer. We can
[03:35:41] make it shorter. We can edit it as well.
[03:35:43] So there's more things you can do with
[03:35:44] the text. But what we can also do is we
[03:35:47] can create images for it. This is the
[03:35:49] beauty of high level. We AI everywhere.
[03:35:51] So we're going to do is a person getting
[03:35:55] a nice haircut. We're going to do a
[03:35:59] woman because that is the target market
[03:36:02] for Melon. We're going to click
[03:36:04] generate. And then we can see you can
[03:36:06] pick, you know, different kinds you
[03:36:07] want. photography realistic. Boom.
[03:36:09] That's actually really good. And then we
[03:36:10] click continue. And then what we have is
[03:36:12] we have AI creating all of our posts
[03:36:15] from one spot. So that is also an option
[03:36:17] you can have AI just run all of your
[03:36:19] social media. So really important guys,
[03:36:22] like really really important and really
[03:36:24] really powerful. So that's all you do
[03:36:27] for a regular post. Very simple. It's
[03:36:30] not complicated. You're just going to
[03:36:32] click this up here and click create new
[03:36:33] post and then follow the instructions
[03:36:35] just like I did. But then what High
[03:36:38] Level has is a bunch of other kinds of
[03:36:40] post types that will basically amplify
[03:36:43] your productivity. So this is where we
[03:36:44] get into like social media management as
[03:36:46] opposed to just doing one single post
[03:36:49] because you can just do that natively or
[03:36:50] if you want to do announcement. But
[03:36:51] first off we have a CSV post. So what
[03:36:53] this is going to be is this is going to
[03:36:54] be uploading a CSV full of basically
[03:36:57] post types in here to do like a massive
[03:36:59] bulk campaign. So we come into CSV and
[03:37:01] we click new post. So in here you can
[03:37:03] either do the basic format or the
[03:37:05] advanced format. And right down here,
[03:37:06] it's going to show you exactly what the
[03:37:08] format means. If you guys don't know
[03:37:09] anything about CSVs or Excel
[03:37:12] spreadsheets, this is going to be really
[03:37:13] confusing to you. But this is basically
[03:37:14] how you're going to upload and download.
[03:37:16] So, what we're going to do is we're
[03:37:16] going to upload one. Okay? So, we're
[03:37:18] going to click and we're going to find
[03:37:19] my CSV, which is going to be this right
[03:37:23] here. Okay? And it's going to come up.
[03:37:26] And then we're going to have it. Then
[03:37:27] what we're going to do is we're going to
[03:37:27] click next. Then you're going to select
[03:37:29] the exact socials you want it on. Just
[03:37:31] like that. If you want it sent to
[03:37:33] approval, we don't want that though. So,
[03:37:34] we're going to click create. And then
[03:37:35] what it's going to do is it's going to
[03:37:36] go through and it's going to batch all
[03:37:38] of your posts into high level. Now, a
[03:37:41] lot of people won't be doing this, but
[03:37:42] as you see with this test one, it's just
[03:37:44] going through a couple different test
[03:37:46] variations that are basically being
[03:37:47] uploaded in bulk. So again, what you
[03:37:49] would use this for if you have a bunch
[03:37:51] of posts already created and you've put
[03:37:52] them into a CSV and you want to bulk
[03:37:54] upload for like an entire couple months
[03:37:57] of social media, that's what you would
[03:37:59] do. And then from there, you would just
[03:38:00] click schedule and we can schedule these
[03:38:02] posts and then you are good to go. And
[03:38:05] then as you see right here, your post
[03:38:07] will be right here. So then we have
[03:38:10] recurring post. So this is a post that
[03:38:12] will go out again and again and again on
[03:38:14] a fixed time. So if we come in here and
[03:38:16] we click Google business profile and we
[03:38:18] say free haircuts you're going to put
[03:38:21] your post in. And there's another way to
[03:38:22] do this here later in the video. I'm
[03:38:23] going to show you. Okay. And we come
[03:38:25] right here and we click this. What we
[03:38:27] can do here is we can click post just
[03:38:29] like you saw before. And we can schedule
[03:38:31] for reoccurring posts. This is really
[03:38:34] cool because we can pick let's do repeat
[03:38:36] every week once a week at this exact
[03:38:40] time and then we can come down and we
[03:38:42] can pick what days we want. It's going
[03:38:44] to repeat on those days. So you just
[03:38:46] pick exactly what you want when you want
[03:38:48] to go out and then it's going to repeat.
[03:38:50] So one post will get a lot of mileage
[03:38:52] out. So what I'd recommend you do is you
[03:38:54] make sure you have let's say a couple
[03:38:55] different variations of posts. And
[03:38:57] there's another really cool feature
[03:38:58] we're going to get to later that's going
[03:38:59] to do this for you. Just wait for that
[03:39:01] cuz it's going to blow you away. But the
[03:39:02] whole point is to do less work and get
[03:39:05] more out of it. And this is going to be
[03:39:06] the theme of this video. But this is
[03:39:08] really how you grow your social. So
[03:39:09] that's something you can do. Just know
[03:39:11] that if you want to, you can take posts
[03:39:13] and you can make them recurring, which
[03:39:15] is huge. Okay. From there, we now have
[03:39:19] review posts. This is another kind of
[03:39:21] recurring post that is awesome. So, what
[03:39:23] this is going to do is this is going to
[03:39:25] take your reviews, okay? Whether on
[03:39:27] Facebook, Google, or if you added
[03:39:29] another third party, it's going to take
[03:39:30] them and make posts out of them and do
[03:39:32] the same thing. It's going to post for
[03:39:34] you. So, you come in here. Let's say we
[03:39:35] want Google. We're going to click that.
[03:39:37] We're going to click the exact range we
[03:39:38] want. We'll do five stars. We'll click
[03:39:40] the exact social account. We'll do this
[03:39:41] one right here. Then, we can pick how
[03:39:43] many posts you want. So, we're just
[03:39:44] going to do one. And we're going to do
[03:39:46] every week at Monday at 10 a.m. And
[03:39:48] we're going to put it in the feed. Then,
[03:39:49] what we're going to do is we're going
[03:39:50] click next. We're going to pick our
[03:39:51] background. you're going to see exactly
[03:39:52] what this is for. It is the background
[03:39:54] of the reviews. So, if we click next,
[03:39:56] you'll see it's just like that. So, you
[03:39:57] can always go um uh previous and pick
[03:40:01] what you want. We'll just leave Blue
[03:40:03] Mist. But then what you're going to see
[03:40:04] is you're going to see your posts on
[03:40:06] Google where it's going to just pull
[03:40:07] them. So, if you have a lot of reviews,
[03:40:09] guys, this is a great way to do social
[03:40:11] media management without you doing any
[03:40:12] work. And it makes you look like you're
[03:40:14] doing a lot of work. Really handy. Work
[03:40:17] smarter, not harder. That way you can
[03:40:18] be, "Hey, I'll do social media
[03:40:20] management for you for free to sweeten
[03:40:22] the deal. I'll put out all these posts."
[03:40:24] And then you can use all of this stuff
[03:40:26] in here, like the recurring posts, the
[03:40:28] RSS feed, which we'll get into in a sec,
[03:40:29] and this to really blow their mind and
[03:40:31] make them, you know, more more willing
[03:40:34] to pay you longer. So, the caption, this
[03:40:35] is just what's right there. Okay.
[03:40:38] Display author name, you can get rid of
[03:40:39] who did the review. Then you can pick
[03:40:41] the fonts, the size, then the colors.
[03:40:43] And then from there, you can click
[03:40:44] create post. And it will go out at the
[03:40:46] cadence that we just specified earlier.
[03:40:48] And then you're good to go. From there,
[03:40:50] you have tons of posts going out on
[03:40:53] repeat again and again and again. So
[03:40:56] then from review, we're going to move on
[03:40:57] to RSS feed. So this stands for really
[03:41:00] simple syndication. I know that doesn't
[03:41:03] mean anything to you, but this is
[03:41:04] actually one of the most underutilized
[03:41:06] tools that you can use for any niche.
[03:41:09] And this is connecting to a feed. Okay.
[03:41:11] So, we'll come in here. We'll click new
[03:41:13] post. Okay. And what we can do is we can
[03:41:14] put an RSS feed URL in here. And what
[03:41:17] it's going to do is it's going to pull
[03:41:18] from a blog and post into a niche. Let
[03:41:21] me show you the easiest way to do this.
[03:41:23] So, if we come into, let's say, chat
[03:41:25] GBT, we'll say, please give me a hair
[03:41:31] salon RSS feed that's up to date. This
[03:41:36] is going along the recurring posting
[03:41:38] line. super super solid. There's a bunch
[03:41:40] of other ones. I don't know what these
[03:41:41] are. I'm just picking out randomly. Um
[03:41:44] sometimes you have to verify that they
[03:41:46] work and I'm going to show you how to do
[03:41:47] that here in a sec. Um so we're going to
[03:41:49] paste this right in here and you can
[03:41:50] just ask chat GBT and it'll give you the
[03:41:52] exact thing. And then what we're going
[03:41:52] to do is we're going to click the
[03:41:54] social. Boom. It worked. So you see what
[03:41:56] it's doing here. How cool is that? So
[03:41:58] the whole point of this is we are
[03:41:59] tapping into the feed. Now, why this is
[03:42:02] so powerful is you can have a ton of
[03:42:04] social media management and really
[03:42:05] valuable content pushed out on your
[03:42:07] behalf and you don't have to do any
[03:42:08] work. So, we're going to take this one.
[03:42:10] We're going to try this one out. How
[03:42:11] cool is that? Now, it's bringing up a
[03:42:12] whole different kind of feed. So,
[03:42:14] [snorts] the whole point, like I said
[03:42:16] before, is you can have a bunch of posts
[03:42:18] coming out all the time on any of your
[03:42:20] accounts. You can pick as much as you
[03:42:21] want. you can have it every 15
[03:42:23] minutes. That's how powerful it is. But
[03:42:25] the cool part is is it's pulling niche
[03:42:29] relevant content into your socials. This
[03:42:32] can be really effective if you want to
[03:42:34] give away good tips and you're just
[03:42:35] trying to provide value. So you could do
[03:42:37] the same thing with plumber, okay, HVAC,
[03:42:40] lawyer, you name it, whatever you want.
[03:42:42] You can pull an RSS feed of the niche
[03:42:44] you have, slap it in here, and it looks
[03:42:46] good because it's showing activity on
[03:42:48] social media. And again, you click the
[03:42:49] exact account you want, how many times
[03:42:51] you want it to pop out, the max amount
[03:42:53] of posts, then you click create post,
[03:42:54] and you're good to go. So, RSS feed is
[03:42:57] really powerful, and I see very few
[03:42:59] people using it. But guys, the things
[03:43:00] I'm showing you here are just these
[03:43:02] simple things you can quickly set up for
[03:43:04] your clients and basically have social
[03:43:06] media management running the entire time
[03:43:08] they're paying you. And it takes you
[03:43:10] zero ongoing work once you have it set
[03:43:12] up. Zero. That's why this is so
[03:43:14] powerful. So, please, if you guys have
[03:43:16] any questions, drop in the comments.
[03:43:17] I'll answer personally. This is the kind
[03:43:18] of stuff where you can use it to sweeten
[03:43:20] the deal to get higher packages or keep
[03:43:22] people on. Template library. This is
[03:43:24] using Highle's template library to post.
[03:43:26] So, they have a bunch of templates you
[03:43:27] can use. They're just pre-made posts.
[03:43:29] So, we'll do hair salon. I'll show you
[03:43:31] right here. We click this. Let's just do
[03:43:33] hair. Okay. Hair parlor. I guess who
[03:43:37] calls it that? So, we're going to choose
[03:43:40] this template. And then from there,
[03:43:41] you'll see right here it's in review and
[03:43:43] it's six posts that are being scheduled.
[03:43:45] So, you see how that works. It's going
[03:43:47] to go in and then you can select which
[03:43:48] socials you want it on. Pick the exact
[03:43:50] ones you want. Pick the what days, the
[03:43:52] exact time, click schedule posts, and
[03:43:54] it's going to put out their packaged
[03:43:56] posts on your social. So, that's a
[03:43:59] really cool one if you want to just get
[03:44:01] pre-made posts put out and throw it out
[03:44:03] pretty quick, which honestly guys, if
[03:44:05] you have nothing, I would just do that
[03:44:07] right away. Then we have the approval
[03:44:09] tab. So, this is if you have big social
[03:44:11] media management teams, all that's going
[03:44:12] to happen is when your posts go out, you
[03:44:14] can approve them or not. That's all this
[03:44:16] works. And that'll go all through here.
[03:44:18] Once you build it out, you'll see the
[03:44:19] option to approve post or not. Again,
[03:44:22] this is only if you have huge teams and
[03:44:24] you want to look over everyone's work.
[03:44:26] Otherwise, you're not going to be using
[03:44:27] this a whole lot, but you know, it's up
[03:44:29] to you. Um, then we have category Q.
[03:44:31] This is really powerful. This is a newer
[03:44:33] feature and it is awesome. So, what this
[03:44:35] is going to do is this is going to
[03:44:37] recycle content. So, similar to
[03:44:39] reoccurring and all these other ones
[03:44:40] where you can reuse content, this is
[03:44:41] going to take categories and relist
[03:44:43] them. So, we're going to go into
[03:44:44] settings later, but I just want to show
[03:44:45] you this really quick. We can create
[03:44:47] categories like this right here with
[03:44:49] green team. Or you can come right in
[03:44:50] here and click, you know, fun posts, um,
[03:44:54] make it pink, whatever. Add, whatever
[03:44:56] you want. You can create these. And what
[03:44:57] you can do is you can batch content by
[03:45:00] categories. So, then what we can do is
[03:45:02] we can come back here, okay? We can come
[03:45:04] back to the planner. You can do this for
[03:45:06] existing when you're creating or what
[03:45:07] not. We'll come right in here. We'll
[03:45:08] click edit to this random post. And
[03:45:10] you'll click advanced options. And what
[03:45:12] this is going to give you to do is to
[03:45:14] pick a category. So we can categorize
[03:45:17] different posts by different things. So
[03:45:18] if you want to do all Facebook posts,
[03:45:19] all Instagram posts, whether you want to
[03:45:21] do all lead magnet posts, all call to
[03:45:24] action posts, whatever you want. Say we
[03:45:26] want to put it into the green team. What
[03:45:28] we would do is then we would click save
[03:45:29] edits. Come back here, come to content,
[03:45:32] go to category Q. Then what we could
[03:45:34] click is we could click new category Q.
[03:45:36] We could select this. We could click
[03:45:38] green team. And then we can enable
[03:45:40] future post queuing. Then prioritize new
[03:45:42] content and click continue. And then
[03:45:44] what this is going to do is this is
[03:45:46] going to give us the option to pick what
[03:45:48] days we want this on. We pick the exact
[03:45:50] times. And when we click Q posts, it
[03:45:52] will recycle those posts in that
[03:45:55] category. If that doesn't make any
[03:45:56] sense, drop a comment down below and
[03:45:58] answer. Like this is really powerful
[03:45:59] stuff cuz I'll be honest with a lot of
[03:46:02] businesses social media if you can
[03:46:03] create two to three months of quality
[03:46:06] social media or even really one that's
[03:46:08] really longer you can stretch it out for
[03:46:11] infinity using this because between RSS
[03:46:15] feeds the review posts and a couple
[03:46:17] recurring post and category Q you can
[03:46:18] basically schedule all of their stuff
[03:46:21] and have it just be reoccurring and it
[03:46:22] can be evergreen content. You know,
[03:46:24] again, if you're doing like really good
[03:46:26] stuff, it's going to be harder, but for
[03:46:27] a lot of businesses, it'll give them the
[03:46:29] activity they need and have enough
[03:46:31] awareness that it'll be working and it's
[03:46:33] super easy. So, that's how you do the
[03:46:35] category Q post, guys. I'm telling you,
[03:46:37] super powerful, super awesome. You got
[03:46:39] to check this out. This is how we do all
[03:46:41] of this. And one last note before I move
[03:46:43] on to comments. I really encourage you
[03:46:46] guys to think about how to work smarter,
[03:46:49] not harder. Because a lot of you guys
[03:46:50] can offer little things like this to
[03:46:52] your clients upfront to make them trust
[03:46:54] you more, sell the deal higher, whatever
[03:46:56] you want, and it takes very little work
[03:46:58] on your behalf. Those kind of things,
[03:47:01] little work, high ROI, you want to do
[03:47:03] those. So, just know that that is a
[03:47:05] possibility. Then, what we're going to
[03:47:06] do is we're going to move on to
[03:47:08] comments. So, this is a pretty cool new
[03:47:09] feature where anytime someone comments
[03:47:12] on any of your profiles, you can answer
[03:47:14] them in here. Really handy, really cool.
[03:47:17] Someone drops a comment, you'll see it
[03:47:18] right here. then you can come in and
[03:47:20] answer it just like that. So, this is a
[03:47:23] great place to answer all of those
[03:47:25] comments. And again, you can do it all
[03:47:26] in one place. And if you have a bunch of
[03:47:28] socials connected, this will save you a
[03:47:30] ton of time. So, then we're going to
[03:47:32] move on to statistics. This is just the
[03:47:34] analytics of social media, the number of
[03:47:36] posts, the total likes you're getting,
[03:47:37] total followers, the impressions. This
[03:47:39] can be great, okay, for just seeing
[03:47:41] what's working and what's not. You know,
[03:47:42] how to do better. And you can put this
[03:47:44] in the dashboard, too, to really make
[03:47:45] sure what you're doing is working. Then
[03:47:47] up here we have social listening. So
[03:47:49] this is pretty interesting. This is
[03:47:50] where you're going to see what trends
[03:47:52] are performing best and really what kind
[03:47:54] of stuff is going viral. So you can tap
[03:47:56] into it and you have a bunch of
[03:47:57] different platforms to use. So you can
[03:47:59] see like Google trends, we have some
[03:48:01] stuff with soccer, Pinterest, we have
[03:48:03] Halloween stuff, Wikipedia looks like
[03:48:04] some political stuff, um stongs on, you
[03:48:08] know, Tik Tok. Basically you have a
[03:48:09] bunch of different data points that are,
[03:48:12] you know, virality points that you can
[03:48:13] tap into to basically help your content
[03:48:16] go better. And if you come in here and
[03:48:17] you're like Halloween nails and we click
[03:48:19] this, it's going to take you into
[03:48:21] Pinterest and show you stuff on this. I
[03:48:24] don't really use Pinterest. I don't know
[03:48:25] what it is. Um, but if you want to, you
[03:48:27] can check that with Google, too. If we
[03:48:28] want to come to Chelsea vers Wolves, the
[03:48:30] soccer game, we click in here again.
[03:48:32] It's going to show you some analytics on
[03:48:34] it and some pretty cool stuff where you
[03:48:35] can basically tap into this. So, this is
[03:48:37] pretty neat because it's giving us the
[03:48:39] ability to see what's working and what's
[03:48:41] not. And guys, this is really powerful
[03:48:43] for staying a top of the trends, but
[03:48:46] also staying ahead of the competition
[03:48:47] because you have the data all in one
[03:48:49] spot and you're not using chatbt, using
[03:48:51] Google and all these other things. You
[03:48:52] can come right in here into the social
[03:48:54] planner into social listing right in
[03:48:55] here and you can see all of it in one
[03:48:57] place. Super cool tool will help a ton
[03:49:00] for making sure you find the right
[03:49:02] trends. Then what we're going to do is
[03:49:03] we're going to go over settings. Okay,
[03:49:05] this is the final part of all of the
[03:49:08] social planner. So in settings we have
[03:49:10] first social accounts. This is just
[03:49:11] going to show you all of the accounts,
[03:49:13] what's connected, what's not. If you
[03:49:14] want to connect more, you click this
[03:49:16] right here and connect just like that.
[03:49:17] You also can connect communities. It's
[03:49:19] like school and high level has their own
[03:49:21] where you can legitimately connect a
[03:49:23] highle community and schedule all your
[03:49:25] posts. Really, really cool. Okay, so we
[03:49:27] click add community. We pick the exact
[03:49:28] one you want. You click add, it'll go
[03:49:30] right in and then you can now post into
[03:49:32] your community through here. So handy.
[03:49:35] High level thinks of all of it. In
[03:49:37] communities, again, it's going to show
[03:49:38] you the users you can have to pick from
[03:49:40] to who you want to post in the channels.
[03:49:42] In Pinterest, this is just going to be
[03:49:44] how you pick which default boards for
[03:49:45] what account. If you're a Pinterest
[03:49:47] user, notifications, this is an
[03:49:49] important one. You have a couple
[03:49:50] different notifications on different
[03:49:52] things that happen in the social
[03:49:53] planner. You can just turn them on or
[03:49:55] off by clicking this and editing them by
[03:49:57] clicking this. Now, I'm going to go
[03:49:59] through all these, but I want to let you
[03:50:00] know that all these have basically a
[03:50:02] default template as you see here, which
[03:50:04] is this right here. I would just leave
[03:50:05] that the same. If you want to create
[03:50:07] something different, you can. I would
[03:50:08] leave it the same. All it is is default
[03:50:10] message template. But first, we have
[03:50:12] account pre-expiry. These two are very
[03:50:14] much connected. So when the tokens go
[03:50:15] out on an account, if we come back here,
[03:50:17] tokens are basically for like Facebook,
[03:50:20] Instagram, and a couple other ones.
[03:50:21] Google business profile doesn't have it,
[03:50:23] but the pages will basically get
[03:50:25] disattached after like 50 days. You just
[03:50:28] have to go in and reconnect them. It's
[03:50:29] not for all social profiles, but it's
[03:50:31] for a couple. And it's for security
[03:50:33] reasons and a bunch of other stuff. it's
[03:50:34] the way their API works and it'll
[03:50:36] basically just unconnect you. So, that
[03:50:38] is something to be aware of and that is
[03:50:39] something that does happen from time to
[03:50:42] time. But these will basically notify
[03:50:44] you when the tokens up. So, I actually
[03:50:47] really think you should do that and
[03:50:48] these should both be turned on because
[03:50:50] there's times where my tokens have gone
[03:50:51] up for the hair salon account and other
[03:50:53] accounts. And I'm like, what the heck?
[03:50:54] And the posts aren't going out because
[03:50:56] it never notified me. So, you want these
[03:50:58] both on. It'll help. Then you have
[03:50:59] request for post approval. So if you
[03:51:01] request for approval, this will
[03:51:03] basically send a notification on that
[03:51:04] you have approved post. So if it goes
[03:51:06] through, it'll basically notify you that
[03:51:08] and then if the post got rejected or the
[03:51:10] post failed, you will also get notified.
[03:51:12] So we have all of those very important.
[03:51:14] I definitely recommend these two ones
[03:51:15] on. Then we have categories. So this is
[03:51:18] what we talked about before. We can lump
[03:51:20] content into different categories and
[03:51:22] then we can use stuff like the category
[03:51:24] Q. So this is really handy. I actually
[03:51:26] recommend you do this really important
[03:51:28] because it will help with organization
[03:51:29] and for basically reoccurring posts. And
[03:51:31] we can just click this up here. You
[03:51:33] click the exact name right in here and
[03:51:35] you click the exact type of and you
[03:51:37] click the exact color. Click add and you
[03:51:39] have now added a kind of category. Then
[03:51:42] what we have is we have watermark. So
[03:51:44] this is really important. I think this
[03:51:45] might get more important in the age of
[03:51:46] AI, but this basically just watermarks
[03:51:48] your content. So we click up here and we
[03:51:50] click add watermark. We could type in ZZ
[03:51:53] watermark. We' come into upload and
[03:51:56] we're going to find my logo. So this is
[03:51:58] the logo right here. And you'll see
[03:52:00] right there it's watermarked right
[03:52:01] there. We can move to the other side,
[03:52:03] this side, down, up. We can make it more
[03:52:06] opaque or not. We can then make it
[03:52:08] bigger or smaller. We then can do auto
[03:52:11] padding. I recommend leaving that on.
[03:52:12] But the cool part is we can have a
[03:52:13] watermark on all of our posts. It'll go
[03:52:16] by default on all of your posts to
[03:52:18] basically show that it is your
[03:52:20] territory. So that's something pretty
[03:52:21] cool you can do. You don't have to.
[03:52:23] Again, it's not mandatory, but it does
[03:52:25] help. And then in global settings, we
[03:52:27] just have media optimization, which you
[03:52:29] can evil togg on and off. And it says
[03:52:30] right here, all images used in a social
[03:52:32] planner will be optimized for all
[03:52:34] required content formats to support all
[03:52:36] channels. I recommend having that on.
[03:52:38] So, that is the social planner in a
[03:52:40] nutshell. It's very simple. But wait,
[03:52:42] there's more. So, there's a couple other
[03:52:45] really powerful key things I want to go
[03:52:47] over, okay, with the social planner,
[03:52:49] bonuses, so to speak, that will really
[03:52:51] make this thing go even faster. And this
[03:52:54] is just because I'm the wizard and I
[03:52:55] want to give this to you. But there's a
[03:52:56] couple other things in here, including
[03:52:58] the automations that we can run off this
[03:52:59] which will really turbocharge your
[03:53:01] social media. Also, just to let you
[03:53:03] know, if you are wondering where your
[03:53:05] DMs come when someone messages you on
[03:53:07] social media, they will come through
[03:53:09] conversations. They won't come through
[03:53:11] the marketing tab. Okay? So, we come in
[03:53:13] here and we go to comments. That's not
[03:53:15] direct messages. The direct messages
[03:53:17] will come in through conversations. So,
[03:53:19] I just wanted to make that abundantly
[03:53:21] clear because that is very, very
[03:53:23] important. We're going to go on to the
[03:53:24] last part, which is the bonuses of
[03:53:26] social media, which is three different
[03:53:28] amazing things you can use that will
[03:53:30] turbocharge your social media
[03:53:32] experience. Okay, so what we're going to
[03:53:33] do is we're going to come right down to
[03:53:34] automation. Okay, we're going to click
[03:53:37] create workflow. We're going to start
[03:53:38] from scratch and I'm going to show you a
[03:53:41] couple really cool things. So the first
[03:53:43] thing I want to show you is that you can
[03:53:45] respond to comments on social media
[03:53:49] automatically. So not from just one
[03:53:51] place like we did in the social planner
[03:53:52] but using automation. So we come right
[03:53:54] in here and we click add new trigger. We
[03:53:56] can do comment and you can see right
[03:53:58] here Facebook or Instagram comment on a
[03:54:00] post. We click pages hair salon. We
[03:54:02] click save. You can even view on
[03:54:04] Facebook by clicking that. But if we
[03:54:05] click this, anytime someone comments on
[03:54:08] this exact post, we can pick the exact
[03:54:10] comment we want to have. So we can
[03:54:13] basically go through and start working
[03:54:14] the comments. And if we come right here
[03:54:16] and we click apply and comments, we can
[03:54:18] come right here and we can pick the
[03:54:20] exact response you want. So we're going
[03:54:21] to do, "Hey, I love you." And we're
[03:54:24] going just going to save this. You can
[03:54:25] even do liking the comments, too. So
[03:54:27] immediately heart their comments. And
[03:54:28] from here, you can basically automate
[03:54:31] liking and responding to comments. This
[03:54:33] is great if you're, you know, doing
[03:54:34] stuff with like promos and campaigns.
[03:54:36] You can basically automate their social
[03:54:38] media interactions and this is just so
[03:54:40] so powerful. So, I really recommend you
[03:54:42] guys check into this cuz this is insane.
[03:54:44] If you guys have any questions, by the
[03:54:45] way, drop them down below. I answer
[03:54:46] personally, but this is a big one that
[03:54:48] will help you tremendously because you
[03:54:49] can have automations automatically
[03:54:51] respond. But what you can do on top of
[03:54:53] this is you can reply to their comment
[03:54:55] and then what you can do is you can send
[03:54:57] them a DM. So, what we would do is we
[03:54:59] actually do Facebook because that's what
[03:55:01] we have. And what we can do is we can
[03:55:03] send them a direct message on Facebook
[03:55:06] to start a conversation with them. So
[03:55:08] how amazing is that? You put in whatever
[03:55:11] you want. We say and now anytime someone
[03:55:14] comments on the post, it will heart
[03:55:15] their post, like their post and it will
[03:55:17] send them a message on said platform.
[03:55:20] That is how powerful this is guys. This
[03:55:22] is no joke. This is like serious social
[03:55:26] media automation at play and this is
[03:55:28] going to change everything. Okay? This
[03:55:30] has been around for a while, but what
[03:55:32] I'm about to show you next is what's
[03:55:33] going to turbocharge this entire thing
[03:55:35] because a lot of people drop comments on
[03:55:36] social media. This isn't something that
[03:55:37] just doesn't happen. People are
[03:55:38] constantly dropping comments, asking
[03:55:40] questions, seeing what's going on. But
[03:55:41] with this, okay, we can automate it, but
[03:55:44] we can take it one step further. So, if
[03:55:46] someone comes in and they comment on
[03:55:48] your post, okay, and then it responds to
[03:55:50] their post and works them, then it sends
[03:55:51] them a DM and we're like, "Oh, look at
[03:55:53] that. We can basically get them moving."
[03:55:54] what we can then do from here once we
[03:55:57] sent them that DM we can then activate
[03:56:00] an AI chatbot to start talking with them
[03:56:04] back and forth and then that way when
[03:56:05] you go back and forth as a conversation
[03:56:07] all of the messages get answered. How
[03:56:10] powerful is that? So you can now
[03:56:12] basically automate social media posting
[03:56:14] and growth inside of High Level. This
[03:56:17] guys, this is big. You got to be using
[03:56:19] stuff like this cuz if you have clients
[03:56:21] with bigger social media clients, these
[03:56:23] kinds of things, if you can run a promo
[03:56:24] and people, you know, are commenting,
[03:56:26] responding, and you can send them the
[03:56:28] proper info and bring it back, that
[03:56:30] could be just one closed deal for you,
[03:56:32] and that could pay potentially,
[03:56:34] depending on how ticket is for a couple
[03:56:35] months of your service, which is huge.
[03:56:37] Now, obviously, you want to do more than
[03:56:38] that, but the point I'm getting at is
[03:56:39] like it is not hard to do amazing things
[03:56:42] with this. So, that's it, guys. Those
[03:56:44] are the bonuses. I really recommend you
[03:56:45] use them. They are insane. And again,
[03:56:48] I'm giving you all this so you can boost
[03:56:50] your social media game like crazy.
[03:56:52] Number one, we're going to be going over
[03:56:54] set up an email deliverability. Okay, so
[03:56:56] that's basically making sure your email
[03:56:58] is set up properly so you always land in
[03:57:00] inbox as opposed to spam. Then we're
[03:57:02] going to be going over the complete
[03:57:03] email builder tutorial. So how to
[03:57:05] actually create said emails and what
[03:57:07] they look like and how the go highle
[03:57:09] email builder even works for email. Then
[03:57:11] number three, we're going to be going
[03:57:12] over email strategies. I'm going to show
[03:57:14] you how to create actual email sequences
[03:57:17] and campaigns so you can actually send
[03:57:19] this stuff out and start making money
[03:57:21] from a list or spreading awareness or
[03:57:22] whatever you're trying to do as soon as
[03:57:24] after this video. Number four, which
[03:57:26] will be automations, which is going to
[03:57:27] be how to automate these three steps,
[03:57:30] which will save you a ton of time.
[03:57:31] That's what we love about High Level.
[03:57:32] Okay, it has this entire system built
[03:57:34] in. So, you can create something and
[03:57:36] then use AI and automations to take it
[03:57:38] off your plate. You get all your time
[03:57:39] back. And guess what? Time is money, so
[03:57:41] it's more money. Last but not least,
[03:57:43] number five, analytics. So important.
[03:57:46] This basically shows you what's working,
[03:57:48] what's not working, so you can see
[03:57:49] real-time data and know, okay, we need
[03:57:51] to do less of the thing that's not
[03:57:52] working and more of the thing that's
[03:57:53] working, which will help you
[03:57:54] tremendously. So the first thing we're
[03:57:56] going to jump into is set up an email
[03:57:58] deliverability. Let's jump right in. So
[03:58:00] the first thing you're going to do is
[03:58:00] you're going to come to your sub
[03:58:01] account. You're going to go right down
[03:58:02] to settings, and you're going to go
[03:58:04] right into email services. The way this
[03:58:07] works is once you get in, you're
[03:58:09] connected to either LC or Mail Gun.
[03:58:11] They're actually the same thing. LC
[03:58:14] emails white label, but it's actually
[03:58:15] cheaper and in high level, so it's
[03:58:17] better. Long story, not going to get
[03:58:19] into it. But basically, you have to just
[03:58:20] make sure that one of these is picked,
[03:58:22] which again, you're just going to pick
[03:58:23] just like this once it's configured.
[03:58:25] Okay, Elsa email is cheaper and better.
[03:58:27] And once you have that, you're set up.
[03:58:28] But here's the problem because setting
[03:58:30] up the email part and just having this
[03:58:31] is pretty much done already from the
[03:58:33] get-go. The hard part and when you don't
[03:58:35] have this is finding out how to use a
[03:58:37] domain to send from because if you don't
[03:58:39] have any dedicated domain or IP, you're
[03:58:41] going to be sending from go high levels
[03:58:42] domain which has been abused by like a
[03:58:45] gazillion people that are on high level
[03:58:46] because they don't understand this. And
[03:58:48] what that then will mean is your emails
[03:58:50] are going to go to spam or promotions
[03:58:52] tab which by the way is way worse. You
[03:58:55] don't get into their inbox and your
[03:58:57] emails aren't effective. Spam blockers
[03:58:58] have become so advanced now that they
[03:59:00] read the emails and they know exactly
[03:59:01] what's going on. and AI, it's much
[03:59:03] harder to get in people's inboxes, but
[03:59:04] if you do a couple of things I'm going
[03:59:06] to show you, it'll be that much easier
[03:59:07] and your email campaigns will actually
[03:59:09] work. Okay, so the way this works right
[03:59:12] here is you want a dedicated domain. So,
[03:59:14] all you're doing is taking a domain and
[03:59:16] creating a subdomain email off it so the
[03:59:18] emails can launch from said subdomain.
[03:59:21] It's very easy and this is where you do
[03:59:23] it. First, you're going to need a
[03:59:24] domain. If you don't have a domain in
[03:59:26] domains or you transfer a domain, please
[03:59:27] go to my channel and watch videos on
[03:59:29] that. I'm assuming you know how to put a
[03:59:30] domain in here. If you don't, you can
[03:59:32] either buy one off High Level or get one
[03:59:33] off GoDaddy. Those are the only two I
[03:59:35] recommend. The rest of them are just not
[03:59:36] as good. So once we're in here, we go to
[03:59:38] email services. We're going to come
[03:59:40] right in and we're going to click
[03:59:41] dedicated domain and IP. Then what we're
[03:59:44] going to click is add domain. So this is
[03:59:48] how you create your subdomain. You do a
[03:59:50] word or a name or a phrase do my
[03:59:53] doommain.com, which would be whatever
[03:59:55] your domain is. So for this, mine will
[03:59:56] be David's Plumbing and Sons. That's
[03:59:58] going to be the domain we're going to be
[04:00:00] using. It'll be whatever domain you have
[04:00:02] or you want to use for your client.
[04:00:04] Deck, so short for Declan.
[04:00:06] Boom. That's going to be the domain that
[04:00:09] these emails now send from. But the
[04:00:12] master domain will be David's Plumbing
[04:00:14] and Sons. So again, just to reiterate,
[04:00:15] you pick whatever you want. It can be
[04:00:17] whatever word, fish, cow, tree, your
[04:00:19] name. I recommend you make it something
[04:00:21] that's related to a name or a business.
[04:00:23] And then dot and then your domain. And
[04:00:26] once you have it, that's going to be
[04:00:27] your new subdomain that you sent from.
[04:00:29] Then you're just going to click add and
[04:00:31] verify. Now it's going to open up two
[04:00:33] different options. Okay. Number one,
[04:00:35] it's going to have this right here and
[04:00:36] you can click continue if you're through
[04:00:38] go high level. Okay, or through GoDaddy.
[04:00:40] You click continue and it's going to
[04:00:42] automatically add these records and
[04:00:43] you're pretty much done by just clicking
[04:00:45] continue. How awesome is that? But in
[04:00:48] this case, I'm just going to assume you
[04:00:49] may not have these and I'm just going to
[04:00:51] show you how to do it manually because
[04:00:52] sometimes the continue doesn't work.
[04:00:54] Okay, but what we're going to do is
[04:00:55] we're going to add record manually. But
[04:00:56] again, you can just click continue and
[04:00:57] it'll do it automatically for you. but
[04:00:58] we're going to click add record
[04:01:00] manually. Okay, we're just going to copy
[04:01:01] and paste these records into our DNS.
[04:01:04] So, whatever domain provider you're
[04:01:06] going to you're going to look for DNS
[04:01:07] and you're going to come right in here.
[04:01:08] We're going to add these records. So,
[04:01:09] we're going to click add record and
[04:01:10] we're going to come right in here. I'm
[04:01:11] going to do txt record. That's number
[04:01:13] one. We're going to go okay. Okay. Okay.
[04:01:14] Boom. Right there. I like that. Okay.
[04:01:16] Then we're going to come right in here.
[04:01:17] We're going to click copy here. We're
[04:01:18] going to come right back here. I'm going
[04:01:19] to click paste. And then we're going to
[04:01:21] go okay the value. Copy. I'm in here.
[04:01:23] Paste. And then wow. Perfect. Just like
[04:01:25] that. Then we click save. And then we're
[04:01:27] just going to do this a bunch of times.
[04:01:29] So we're going to come here. We're going
[04:01:30] to do number two, which will be txt.
[04:01:32] We're going to come right in here. We're
[04:01:33] going to paste that right there. And
[04:01:35] then we're going to do this right here.
[04:01:36] Required value. And we can just keep
[04:01:38] adding it like this. This is also a way
[04:01:40] you can do it. CNAME, whatever provider
[04:01:42] you have, you just copy and paste.
[04:01:45] Simple as that. Add more records. CNAME
[04:01:48] MX right here like this. And then right
[04:01:51] here, we do copy. Put this in right
[04:01:54] here. So then in priority, this is what
[04:01:56] gets tried first in the mail server. So
[04:01:58] what you can do is you can do lower or
[04:02:00] higher. 10 is going to be what's going
[04:02:02] to be sent first. 20 or whatnot.
[04:02:04] Whatever you do later will be sent last.
[04:02:06] But what we're going to do is we're just
[04:02:07] going to add 10 for both of them. So
[04:02:09] we're going another MX record. We're
[04:02:11] going to do MX. Okay. We're going to do
[04:02:14] this right here. That right there. Do
[04:02:16] that right there. And do [clears throat]
[04:02:17] 10. And then we're just going to do save
[04:02:19] all records. You're just going to click
[04:02:21] this. It's going to update the DNS
[04:02:22] records. And then what we're going to do
[04:02:23] is we're going to come right here and
[04:02:24] we're going to verify the records by
[04:02:26] clicking that. So boom, it's gone
[04:02:29] through. How cool is this? Now the thing
[04:02:30] is they're not all verified. So we have
[04:02:32] to make sure they're verified. So we're
[04:02:33] going to click verify domain. Boom. Just
[04:02:35] like that, they are all verified and
[04:02:36] you're good to go. Then we have the
[04:02:38] demark record which is actually a bonus
[04:02:41] which will help you a lot more. And what
[04:02:42] this does is it protects from spoofing,
[04:02:44] spamming, and a bunch of other stuff. I
[04:02:45] even show you right here in this
[04:02:46] article. You come right down here. Helps
[04:02:48] with your visibility, brand protection,
[04:02:50] and security. So, it'll just give you
[04:02:51] that much more of a boost helping you
[04:02:53] land, okay, in inbox [clears throat]
[04:02:55] and not in spam. So, what we're going to
[04:02:57] do is we're just going to add the demark
[04:02:59] record, okay, in here. So, we're going
[04:03:01] to come back in here. We're going to go
[04:03:02] to DNS. We're going to do add new
[04:03:03] record. We're going to come right back
[04:03:04] here. We're going to Okay, txt. We're
[04:03:06] going to click this right here. txt. And
[04:03:08] we're going to go we're going to copy
[04:03:09] this right here. We're going to copy.
[04:03:11] Okay. We're going to paste. We're going
[04:03:12] to come right back in here and we're
[04:03:13] going to do this right here. Copy this
[04:03:16] jump right back. Paste. And then click
[04:03:19] save. And then we're going to update the
[04:03:21] DNS records. Then we come right back
[04:03:22] here and we click verify domain. So
[04:03:25] right here it's saying not verified, but
[04:03:27] it actually does take time to get
[04:03:29] verified. As you can see right here,
[04:03:30] it's added. Sometimes on the servers it
[04:03:32] just takes a little bit longer, but it
[04:03:33] has been added, so it's good to go. So
[04:03:35] now that you have this all added, you're
[04:03:37] good to go. And this right here will
[04:03:39] help you get into inbox so much better.
[04:03:42] It also avoids spam because it's going
[04:03:43] to be a brand new subdomain that you can
[04:03:45] now launch emails from. And anytime one
[04:03:47] gets burned out or if you do a ton of
[04:03:48] emails on one of these, what you can
[04:03:50] then do is you can then always come
[04:03:52] back, follow this exact same process. I
[04:03:55] just went over and create another one
[04:03:56] and it could be deck two, deck three. So
[04:03:59] now that you understand this, you now
[04:04:01] have unlimited tries and it'll say SSL
[04:04:03] issued, which is good. Means it's
[04:04:04] secure. So you have unlimited tries
[04:04:07] essentially off domains and you can
[04:04:08] switch domains and whatnot. So this just
[04:04:10] helps with email greatly and a lot of
[04:04:11] people don't even have this set up like
[04:04:13] at all. And if we go back and we come
[04:04:16] all the way back to this initial, you'll
[04:04:17] see right here it now says this right
[04:04:19] here, which is deck.david plumbing,
[04:04:21] which is now the domain email we can
[04:04:23] launch from. So it's awesome. And now
[04:04:24] you can see that we have officially set
[04:04:26] it up. So now you've set up your own
[04:04:28] subdomain for email, and it's helping
[04:04:29] your deliverability a lot. But there's a
[04:04:31] couple more things we can do. So we're
[04:04:32] going to come right into business
[04:04:34] profile, okay? And we're going to scroll
[04:04:36] all the way down, and you're going to
[04:04:37] see general. The first one you want to
[04:04:39] check on is this right here, mark emails
[04:04:41] as invalid due to hard bounce. So if
[04:04:43] they're bouncing off of the email
[04:04:44] because it's getting weeded into spam,
[04:04:46] you know, email provider and algorithm
[04:04:47] is detecting it. You want this checked
[04:04:49] on, this will help greatly so you're not
[04:04:51] sending out the same email to people
[04:04:52] that don't want it. So this will help
[04:04:54] with your deliverability that much more.
[04:04:56] So then this is another one I recommend
[04:04:58] you turn on. Except this will cost a
[04:05:00] tiny bit of money per email sent. But
[04:05:02] what this does is this verifies each
[04:05:04] email to make sure they are real. So
[04:05:06] this can be really good. Okay, it's
[04:05:08] going to go in and verify all the emails
[04:05:10] to make sure your list is perfect. So
[04:05:11] that is something you do. I mean, it's
[04:05:12] so cheap. It's 0.025. I mean, it's like
[04:05:15] not even half a cent. It's super
[04:05:17] affordable, but that is something you
[04:05:19] can check on, and it's going to help
[04:05:20] your email deliverability that much
[04:05:22] more. And then last but not least,
[04:05:23] you're going to want to have this
[04:05:24] checked on, which is make emails
[04:05:26] compliant by adding an unsubscribed link
[04:05:27] to email. You have to have an
[04:05:29] unsubscribed link. It's mandatory, but
[04:05:31] you can customize it right in here. You
[04:05:32] can click apply this change all sub
[04:05:34] accounts. It will go through all of
[04:05:35] them. But what this is going to do is
[04:05:36] this is going to basically create an
[04:05:39] unsubscribe link on your email so they
[04:05:41] can go I don't like this unsubscribe. If
[04:05:43] you don't have unsubscribe links, you're
[04:05:45] not being compliant. So you have to have
[04:05:47] an unsubscribe link. Like you just got
[04:05:49] to some people skip out on this and it's
[04:05:52] going to hurt you a lot because it can
[04:05:53] also read the AI and the algorithms can
[04:05:55] read these emails and know what's what.
[04:05:57] So you're going to want to make sure
[04:05:58] that is also checked on. So between
[04:06:00] having these three checked and then
[04:06:03] having your subdomain properly
[04:06:05] configured and set up like this, you are
[04:06:08] now ready to go and your email is locked
[04:06:10] and loaded and the email is way better
[04:06:13] now. It's that much closer to always
[04:06:14] landing an inbox. So this is huge that
[04:06:16] we did this. So now that we have this
[04:06:18] already, we now need to go into a couple
[04:06:19] more key things to make sure your emails
[04:06:22] are really good so they also deliver
[04:06:24] because this isn't just enough, okay?
[04:06:26] It's not just about setting this up. You
[04:06:27] also have to have quality emails and
[04:06:29] other things which we're about to go
[04:06:30] into. And then I'm also going to show
[04:06:31] you a list of things that you absolutely
[04:06:33] do not want to do. It will absolutely
[04:06:36] kill your email deliverability and I'm
[04:06:38] going to go into those right now. Okay,
[04:06:40] so here are three tips to improve your
[04:06:42] deliverability. Okay, this is within the
[04:06:44] email side of things. So number one,
[04:06:45] remove bad emails. Use Go Highle to
[04:06:47] delete old or fake emails. This is
[04:06:49] important. If you have a bunch of people
[04:06:50] that unsubscribed and they don't want
[04:06:51] your stuff or they're not interested and
[04:06:53] you keep emailing them or they're not
[04:06:55] even real emails, this is going to hurt
[04:06:56] you. it's going to hurt your score.
[04:06:58] Clean house. Make sure you're only
[04:06:59] hitting targeted quality emails that are
[04:07:02] real. Number two, craft simple emails.
[04:07:04] Please keep your emails short. Add real
[04:07:06] value for readers with one action to
[04:07:08] take. Okay? What a lot of people do is
[04:07:09] they come in and they put images, they
[04:07:11] videos, links going everywhere. Five
[04:07:13] paragraphs, that's like so much. Just
[04:07:15] keep it simple. Just text to start off
[04:07:17] with. Simple with one call to action.
[04:07:19] That is going to help you a lot. And by
[04:07:20] the way, a little sneaky. We're going to
[04:07:21] be getting into strategy later in the
[04:07:23] video. So, I'm going show you how to
[04:07:24] craft these emails in a good way. But
[04:07:25] still, you got to know this because this
[04:07:27] is like really really important. And a
[04:07:28] lot of people, they will use the go high
[04:07:30] level templates and they'll create these
[04:07:31] really in-depth emails with pictures and
[04:07:33] images and all this stuff. It's just
[04:07:34] terrible. So, please craft simple
[04:07:36] emails. Keep them short. Keep them an
[04:07:37] appointment with one call to action, not
[04:07:38] a gazillion links. And it will help your
[04:07:40] delivery that much more. Then number
[04:07:42] three, warm up your emails. So send a
[04:07:44] few emails daily. Okay? Would be a few
[04:07:46] hundred to new contacts to build trust
[04:07:48] with your email providers. This is so
[04:07:50] important. So if you go to go high
[04:07:52] level's website and you go into email
[04:07:53] warm-up, you you can just type that in
[04:07:55] the website. You can actually see this
[04:07:56] right here, which is their actual
[04:07:58] sending recommendations. So stage one
[04:08:00] would be 100 per hour, 300, 600, 7, and
[04:08:03] then that way you can build it up
[04:08:04] because you can't just immediately send,
[04:08:06] you know, 25,000 emails out. It will
[04:08:09] hurt you because all of a sudden it's
[04:08:10] like this email is not warmed up. It
[04:08:12] hasn't been sent and now it's going to
[04:08:13] mass volume. Bad idea. Follow this exact
[04:08:16] guide on their website. Again, you can
[04:08:18] just type in go highle email warm-up and
[04:08:20] it'll pop up. You just scroll down and
[04:08:22] this is it. You just follow this very
[04:08:24] carefully. So, you can send a lot. It's
[04:08:25] not like five emails. You can send a
[04:08:26] hundred, a couple hundred. But if you're
[04:08:28] trying to do big email campaigns, the
[04:08:29] last thing you want to do is just not
[04:08:31] warm it up. It's just going to hurt you
[04:08:32] and then later on it's going to affect
[04:08:33] you and it's just a cascade of effects.
[04:08:35] You're not going to get anywhere. So,
[04:08:37] please warm it up and follow this guide.
[04:08:38] It will help you tremendously with your
[04:08:40] deliverability. So, these are three
[04:08:41] short tips that will help you greatly.
[04:08:43] You need to start doing them now. But
[04:08:44] now I'm going to go over things that you
[04:08:46] absolutely do not want to do, which I
[04:08:49] call these the nos. Okay, number one, no
[04:08:53] warm up. Start small with new domains to
[04:08:55] protect deliverability. We just want a
[04:08:56] warming up so it's pretty clear. Don't
[04:08:58] not warm up. Okay, please warm your
[04:09:00] emails up. So, so important. Okay,
[04:09:02] number two, spammy words. Don't put in
[04:09:05] words like free all caps act now or
[04:09:07] money sign money sign or you know free
[04:09:09] money or you know just avoid that
[04:09:11] because again spam filters have become
[04:09:13] more advanced and when you add AI on top
[04:09:14] of it it can read the emails and know
[04:09:16] exactly what you're doing. So avoid the
[04:09:18] spammy clickbait words. Okay, no
[04:09:21] unsubscribe link. Oh my gosh, this
[04:09:23] should be so obvious. Always include it
[04:09:25] to stay compliant and protect your
[04:09:26] reputation. You got to have an
[04:09:27] unsubscribe link. This is no an ifands
[04:09:29] or buts. You just have to have it. It'll
[04:09:31] literally destroy you if you don't.
[04:09:32] Number four, ignoring bounces. So, clean
[04:09:35] your list. Bounces and compliance hurt
[04:09:36] your domain. Okay, I'm going to go in
[04:09:38] depth in this more on the analytic side
[04:09:40] at the end of this video, but you want
[04:09:41] to make sure that your list is
[04:09:43] constantly being cleaned. You're not
[04:09:44] just sitting there hammering the same
[04:09:45] people. That's why I like using
[04:09:47] automations, which I'm going to get to
[04:09:48] later in the video, too, which shows you
[04:09:50] how to segment leads so you're not
[04:09:52] constantly messaging the same people.
[04:09:55] Okay? Image only emails. Don't just send
[04:09:58] images or memes or videos. Even if you
[04:10:00] do that with a ton of text, I recommend
[04:10:02] you you gradually put that in. For right
[04:10:04] now though, just use textbased emails.
[04:10:06] It's way better and it will definitely
[04:10:08] have a way better chance of not going in
[04:10:10] spam. Then inconsistent sending. Okay,
[04:10:13] you have to send regular. You can't just
[04:10:14] go for a thousand emails. Take a twoe
[04:10:16] break, 2,000 emails every day, send a
[04:10:18] little bit, little bit. Build it up. You
[04:10:20] can set on drip mode. You can do these
[04:10:21] things in high level, these tools again,
[04:10:23] which I'm going to show you later, which
[04:10:24] will help greatly. But you want to make
[04:10:26] sure that you are actually doing them,
[04:10:28] okay? Because if you just randomly send
[04:10:30] and then you stop and then you send, you
[04:10:32] basically look like a spammer. You don't
[04:10:33] want to do that. So again, quick list of
[04:10:35] no nos. You want to warm up your emails,
[04:10:37] okay? Don't use spammy words. Have an
[04:10:39] unsubscribe link. Don't ignore any sort
[04:10:40] of email bounces. Don't use image only
[04:10:42] email. Keep them simple. Just have text
[04:10:44] for now. And then inconsistent sending.
[04:10:45] Please keep on a schedule. It will help
[04:10:47] you greatly. So please do not do these
[04:10:49] things. Okay? This will hurt you bad.
[04:10:52] So, now that we've gone through email
[04:10:53] deliverability and that is now done, and
[04:10:55] you know how to do it, is now time to
[04:10:56] move on to the email builder tutorial.
[04:10:59] Let's jump right in. Okay, so you're
[04:11:00] going to come into your sub account and
[04:11:02] you're going to go right on down to
[04:11:03] marketing and you're going to click it.
[04:11:05] Then you're going to come right into
[04:11:06] emails and you're going to be brought to
[04:11:07] these tabs right here. We're just going
[04:11:08] to click campaigns to start with. You
[04:11:10] can toggle in and out through here. Be
[04:11:12] brought to a page that looks like this.
[04:11:13] And up here between campaigns and
[04:11:15] templates, it's the same thing right
[04:11:16] here, but we're going to start with
[04:11:17] templates first because you need
[04:11:18] templates in order to create campaigns.
[04:11:21] So, in both of these, you're going to
[04:11:22] have these basic buttons down here,
[04:11:24] which are the same. So, number one is
[04:11:25] going to be your recent templates.
[04:11:27] Number two is going to be a list. Do you
[04:11:28] want to be like this or down you can
[04:11:30] search for your templates right here?
[04:11:31] And then you can create filters or you
[04:11:34] can create a folder with different
[04:11:35] templates. It's just basic user
[04:11:37] interface. Then in here, we're going to
[04:11:39] click new or down here, which is create
[04:11:41] template, which will bring you to these
[04:11:42] exact things. So, the first thing is
[04:11:43] create template from existing campaign.
[04:11:46] So, if you've already sent out an email
[04:11:47] blast, you can choose the exact campaign
[04:11:49] you want, select it, and it will create
[04:11:51] a template off of it. All the template
[04:11:53] is is a pre-made email that you can take
[04:11:56] and add to campaigns or add to
[04:11:57] automations, which we're going to get
[04:11:58] into in a sec. Then, we have email
[04:12:00] marketing templates. In go highle, they
[04:12:02] have an entire list of pre-made
[04:12:05] marketing templates for you for email.
[04:12:07] Now, in the beginning, I don't recommend
[04:12:08] using a lot of images and making this
[04:12:10] crazy, so we're just going to start with
[04:12:11] basic text, but they have pre-made
[04:12:13] templates, which is pretty cool. I mean,
[04:12:15] they have all these different
[04:12:16] categories, all these different niches.
[04:12:18] You can just search them, you know, just
[04:12:19] like this. Click whatever you want. You
[04:12:21] just click it when you're done. You
[04:12:23] click continue and then you have your
[04:12:25] email template. As simple as that. And
[04:12:27] that way you have access to unlimited
[04:12:28] email templates, which is pretty dang
[04:12:30] cool. Then you have blank templates. So,
[04:12:32] this is just design editor, code editor,
[04:12:33] plane editor. Okay? This is just basic
[04:12:35] drag and drop. This is going to be code
[04:12:37] like how to do it from code scratch. And
[04:12:39] this is plain with nothing. We're going
[04:12:40] to recommend you use this, but we're
[04:12:41] going to get into that in a second. Then
[04:12:43] right here you have import email. So
[04:12:45] this is if you are using other software.
[04:12:47] So let's say you're using Mailchimp,
[04:12:48] Active Campaign or Kajjabi. Okay, it's
[04:12:51] going to give you different instructions
[04:12:52] on how to bring campaigns in from other
[04:12:54] softwares into go highle and you would
[04:12:57] just play with it like that. You
[04:12:58] literally just click it. You follow the
[04:13:00] steps. It's as easy as that. So that is
[04:13:03] how templates work and those are your
[04:13:04] four options. Then in campaigns, okay,
[04:13:07] these are going to be the email
[04:13:08] campaigns filled with the templates. So
[04:13:11] to do this, we can either click this
[04:13:12] right here or click new right here. And
[04:13:13] you can do blank. Remember, it's all
[04:13:15] based on templates. We can click this.
[04:13:17] We can do email marketing templates.
[04:13:18] Same thing as before. You go through,
[04:13:20] you find the exact template, you click
[04:13:22] it, you then click continue. You then
[04:13:23] have your template or you can click your
[04:13:25] templates, which is a list of templates
[04:13:27] that you have already created, okay? And
[04:13:30] you can reuse those again and again and
[04:13:33] again. So that's how the campaigns work.
[04:13:35] Remember again, campaigns have templates
[04:13:37] inside of them. So you're just making up
[04:13:39] a campaign with templates. Then under
[04:13:41] here you'll see workflow campaigns. And
[04:13:42] all this is where you're going to see
[04:13:43] all of the automation actions with
[04:13:45] emails included. So if we were to click
[04:13:47] create campaign, it's just going to take
[04:13:49] us straight to the automations tab in go
[04:13:51] highle just like this setup and then
[04:13:54] you're in automations. So then once you
[04:13:56] understand that we then have settings
[04:13:59] for campaigns. So we're just going to
[04:14:00] click this and be brought to the
[04:14:02] settings for the campaign. So, first we
[04:14:04] have attribution, which is just how long
[04:14:06] you can track said email campaigns and
[04:14:08] the data within them. And you can do
[04:14:10] this with all campaigns or campaigns
[04:14:11] with products. And you can pick the
[04:14:13] exact amount of days you want. And then
[04:14:14] you click save. Then we have verified
[04:14:16] sender emails. So in here, you can
[04:14:18] verify the email you will send. Okay?
[04:14:20] And this is going to help with your
[04:14:22] deliverability. So you can come and you
[04:14:24] can put your exact email in. And then
[04:14:25] what it's going to do, it's going to
[04:14:26] send a verification code to that email.
[04:14:29] And you're going to copy and paste this
[04:14:30] exact verification code you got from the
[04:14:32] email you put in right in there. and
[04:14:33] then click verify and then you will have
[04:14:35] your email address verified which will
[04:14:37] help a lot. Then we have sender
[04:14:39] preferences. So this is the default
[04:14:41] email setting. So you can go and input
[04:14:43] your exact email for sender which will
[04:14:44] always be the sender and then you can
[04:14:45] obviously change it but it's the direct
[04:14:46] one and then recipient to and then the
[04:14:48] default recipient. So who is it's going
[04:14:50] to and what you can do in here too is
[04:14:51] you can click this right here contact.
[04:14:53] So you just pick which sender email you
[04:14:55] want and who you want the main recipient
[04:14:56] to be. Again this is center as default
[04:14:58] and then you click save and you are good
[04:14:59] to go. Then we have fonts in here. This
[04:15:02] just lets you pick what kind of font you
[04:15:04] want every email to have. So you come in
[04:15:06] here, you just pick whatever you want. I
[04:15:08] don't think we want that one, but you
[04:15:09] pick what you want. Then you click add
[04:15:10] font and it's then going to be the
[04:15:12] default font for your campaigns and
[04:15:14] across the board just on your emails in
[04:15:16] general. Then we're going to click
[04:15:17] tracking. So this is just tracking your
[04:15:19] performance. So the first one we have is
[04:15:21] click performance tracking. When this is
[04:15:23] enabled, all links will be tracked and
[04:15:24] it will basically go through and track
[04:15:26] the performance of said campaign. And
[04:15:28] then we have UTM tracking which is just
[04:15:30] going to help you track the campaign
[04:15:31] data better through here through source
[04:15:34] email medium email marketing and these
[04:15:36] are added to URL to track extra stuff.
[04:15:38] So for example you can track where it's
[04:15:40] coming from identifying the source okay
[04:15:42] you know what campaign it's just that
[04:15:44] extra bit of data. So once you have this
[04:15:46] the way you want you just click save and
[04:15:48] you are good to go. And again you can
[04:15:49] add more custom UTM parameters which
[04:15:51] will just get your tracking that much
[04:15:53] more dialed in. Last but not least you
[04:15:55] have statistics which is just going to
[04:15:56] show you how well the campaigns are
[04:15:57] performing. I'm going to go ind depth on
[04:15:59] analytics at the end of this video. So,
[04:16:01] don't worry about this right now. But
[04:16:02] this is a way you can see them just like
[04:16:04] this and how your campaigns are doing.
[04:16:06] So, now that you understand campaigns,
[04:16:07] templates, statistics, how this whole
[04:16:09] thing kind of works, just like where to
[04:16:10] go to find stuff, I now want to take you
[04:16:12] through actually creating an email just
[04:16:15] so you can see how the builder itself
[04:16:18] works. So, we're going to come right in
[04:16:20] here. We're going to click blank
[04:16:21] template and we're going to click this
[04:16:22] right here, design editor. So, right in
[04:16:24] here, it's very much like the other goh
[04:16:26] highle builders. You can just take what
[04:16:28] you want, drag it in and drop it right
[04:16:30] here. And then you have that extra
[04:16:31] editing right on the side here, but you
[04:16:33] can put, you know, buttons in, you can
[04:16:35] put social media, you can really put in
[04:16:37] whatever you want. And all you do is you
[04:16:39] drag and you drop just like that. So,
[04:16:41] it's just like the other editors. Very
[04:16:43] simple. And then you would just
[04:16:44] configure your email right in here. So,
[04:16:46] hello. Type in whatever. By the way, in
[04:16:48] the next section, I'm going to be going
[04:16:49] over strategy. So, how to actually
[04:16:50] create emails, like the entire thing.
[04:16:52] Right now, this is just showing you how
[04:16:53] to use the builder so you understand.
[04:16:54] So, don't worry too much about that.
[04:16:56] that I'm going to be showing you how to
[04:16:56] do that. And right up here, you can edit
[04:16:58] the heading, the font, the size, what
[04:17:00] color you want these things to be,
[04:17:02] whether you want it bold, italicized,
[04:17:04] underline, strike through, really all
[04:17:05] these things, making it linked. You
[04:17:07] basically just have all these extra
[04:17:08] features just like a Word doc. So, you
[04:17:10] can edit this email that much further.
[04:17:12] This is where you'll name it. And then
[04:17:13] right over here, you just have a couple
[04:17:15] basic things. You have section. This
[04:17:16] just allows you to pick if you have a
[04:17:18] big email, the sections. Okay.
[04:17:19] Appearance. This is just going to give
[04:17:21] you a little bit more editing. So, what
[04:17:23] colors you want, how you want the
[04:17:24] buttons to look. And you can do that
[04:17:25] over here. When you just click this
[04:17:27] right here and then we click this, it'll
[04:17:29] pop up right on this lefth hand side to
[04:17:31] also do that. I'm expecting you
[04:17:32] understand the basic rubric builder of
[04:17:35] high level. It's all the same. Go watch
[04:17:36] my website video or my forms video. It's
[04:17:38] all the same. I'm just expecting you to
[04:17:40] know this. If you don't, please go watch
[04:17:41] his videos or drop a comment down below
[04:17:42] and I'll explain. But it's really the
[04:17:44] same thing. You just come in, you figure
[04:17:45] out what you want, you change how you
[04:17:47] want. Do you want to show up on desktop,
[04:17:48] mobile only, you know, simple stuff like
[04:17:50] that. And then saved items is anything
[04:17:52] you have saved so you can use for later
[04:17:54] use. It's very simple. It's very
[04:17:56] straightforward. You come in here, you
[04:17:58] find what you want, you drag and drop it
[04:18:00] in here, you click it again, and then
[04:18:02] you edit it on the side to further edit
[04:18:04] your email or whatever you want. And you
[04:18:06] have all the settings you could possibly
[04:18:08] want on this lefth hand side. Then right
[04:18:09] in here, you can see what it looks like
[04:18:10] on desktop versus what it's going to
[04:18:12] look like on a mobile phone. And then
[04:18:14] you can undo and do just like that. So
[04:18:16] we're going to do is we're going to call
[04:18:17] this new template 7. Okay? And we're
[04:18:20] just going to click save template. So
[04:18:22] you can make this look semi okay. But
[04:18:24] again, that's how it works. Once you're
[04:18:26] done with save, you'll click back. Okay.
[04:18:28] And there it is. It's right here. You
[04:18:30] could preview it. You could clone it.
[04:18:32] You could share it with other people.
[04:18:33] You could upload to your email template
[04:18:34] so you have it forever. You could move
[04:18:36] to one of the folders. You could create
[04:18:37] a campaign right off of it. And then you
[04:18:40] could archive it or delete it all
[04:18:42] together. So it gives you all of that
[04:18:44] functionality. So that is the email
[04:18:46] marketing interface in a nutshell. I
[04:18:48] went through it. it. It's very simple.
[04:18:49] It's very straightforward. If you have
[04:18:51] any questions on this, please drop them
[04:18:53] down below. I will answer, but it's
[04:18:54] quite straightforward. And if you have
[04:18:56] to rewatch this part just to understand
[04:18:57] the basics, I'd recommend you do that
[04:18:58] because it will help a lot. So, now it
[04:19:01] is time to go over email strategy. This
[04:19:03] is probably my favorite part because
[04:19:04] this is going to be showing you how to
[04:19:06] actually create emails that you can plug
[04:19:08] in. I'm going show you some awesome
[04:19:09] shortcuts and then how to automate this.
[04:19:11] So, this is going to be a really, really
[04:19:13] valuable part of this video you have to
[04:19:14] watch because this is how to actually
[04:19:16] create email campaigns, put them in high
[04:19:19] level, and use them so you can start
[04:19:20] sending out emails as soon as today.
[04:19:22] Okay, so now that we've gotten past one
[04:19:24] and two, okay, we can now move on to
[04:19:26] number three, which is the email
[04:19:28] strategy side of things, guys. This is
[04:19:30] one of the most exciting parts. This is
[04:19:31] how you craft emails and create
[04:19:33] different kinds of sequences to sell
[04:19:36] people or just engage your email list.
[04:19:38] Let's jump right in. There are really
[04:19:39] three different kinds of email
[04:19:41] sequences. Yes, there's a couple more
[04:19:43] out there, but these ones are really the
[04:19:44] broad ones that most people will be
[04:19:46] using. And those three are the welcome
[04:19:48] sequence, the sales follow-up sequence,
[04:19:50] and then the newsletter sequence. So,
[04:19:52] number one, the welcome sequence. This
[04:19:54] just helps new subscribers to your list
[04:19:56] learn about your brand. This is the
[04:19:58] first thing that happens when someone
[04:19:59] opts into your form. This is not what
[04:20:01] you would use for cold email. This is
[04:20:03] very much if you were trying to build a
[04:20:04] list and you have people opting on your
[04:20:06] website. This is the first sequence. It
[04:20:08] just lets them know what's going on.
[04:20:09] This is really important, especially for
[04:20:11] a lot of service-based business owners.
[04:20:13] They just need something to get people
[04:20:14] engaged. Then we have the sales
[04:20:16] follow-up sequence. This will turn
[04:20:18] interested leads into customers. This is
[04:20:20] sales. This is what businesses and SAS
[04:20:22] agencies need a lot. This is how you get
[04:20:24] people once they opt into your form.
[04:20:26] Okay? Once people go to your website,
[04:20:27] once people message you, once you put
[04:20:29] people into a pipeline, this then does a
[04:20:31] follow-up sequence to sell them. This is
[04:20:33] how you make direct money with email
[04:20:35] marketing. the sales side of things
[04:20:36] where you're just constantly hitting
[04:20:38] people. With the welcome sequence,
[04:20:39] you're more warming them up. The sales
[04:20:40] sequence is there to sell them. Then you
[04:20:42] have the newsletter sequence. Okay, this
[04:20:44] is what keeps subscribers engaged over
[04:20:46] time. Think of this as a way to just
[04:20:48] keep people in your system. Okay, and
[04:20:50] this is very much valuebased. Okay, this
[04:20:53] is like, oh, here's this free PDF.
[04:20:54] Here's this free checklist. Here's this
[04:20:56] free course. Here's this free audit of
[04:20:58] your website. It's just value to keep
[04:21:00] people on your list so they have a
[04:21:02] reason to open your emails. Okay? And
[04:21:03] yes, like I said before, there is a
[04:21:04] couple more, but these are the three
[04:21:06] broad ones. Okay, so now what we need to
[04:21:08] do is we need to create these because
[04:21:10] depending on what you're doing for
[04:21:12] yourself or for your clients, you most
[04:21:13] likely don't have these set up or you
[04:21:15] have automations attached to this. So
[04:21:16] this is incredibly incredibly important.
[04:21:19] So now what I want to show you is how to
[04:21:20] create each one of these and create
[04:21:22] entire sequences and campaigns so you
[04:21:25] can use as soon as you're done with this
[04:21:27] video. Let's check it out. I have three
[04:21:29] different prompts that I have created
[04:21:30] for you that you can use an AI to
[04:21:32] generate this for you. Now, what a lot
[04:21:34] of people do is they just go over to
[04:21:35] Chad GBT and just say, "Make me three
[04:21:37] emails on this." And it turns out
[04:21:38] horribly. The emails don't really make
[04:21:40] sense and they sound like a robot. I
[04:21:42] have tested and created these so you can
[04:21:44] have realistic sounding emails that are
[04:21:47] short and not massively long and super
[04:21:48] confusing. You have to have the right
[04:21:50] prompt in order for it to work. Now,
[04:21:52] what I have here is a welcome sequence
[04:21:54] prompt, a sales follow-up sequence
[04:21:56] prompt, and a newsletter sequence
[04:21:57] prompt. I built these for you. So you
[04:21:58] can just take these, copy and paste it,
[04:22:01] put it in AI, fill this out, and then
[04:22:03] you now have your sequence done. Okay,
[04:22:05] this has been tested. This actually
[04:22:06] works. If you need this, it's just right
[04:22:08] down below in a link. You can get access
[04:22:10] to these to copy and paste. It's all
[04:22:11] yours. I'm completely free. I'm not
[04:22:12] asking for anything. But this is a easy
[04:22:15] way for you to immediately start just
[04:22:16] getting email campaigns out there. Now,
[04:22:18] you may want to go a little more in
[04:22:20] depth. You can add to this. Feel free to
[04:22:21] do that. There is always more you could
[04:22:23] do, but for the most part, this will do
[04:22:26] just what you need it to do. So, what
[04:22:27] we're going to do is we're going to
[04:22:28] create a welcome sequence prompt. Okay,
[04:22:32] we're going to do this right here. We're
[04:22:34] going to copy this and we're going to
[04:22:35] come right over to AI and we're going to
[04:22:37] paste this. But now, what you need to do
[04:22:39] is you need to fill out every single one
[04:22:41] of these bracketed parts so it's unique
[04:22:44] to you. I will fill this along with you.
[04:22:46] Okay, let's start with this. So, what
[04:22:49] we're going to do is we're just going to
[04:22:50] do create three email welcome sequences.
[04:22:54] We're going to do Declan's CRM.
[04:22:57] Remember, you put your business name in,
[04:22:58] guys. Just follow along just like that.
[04:23:00] Okay. My product or service is going to
[04:23:02] be CRM software. Again, I do not know
[04:23:06] what you're doing, but please put in
[04:23:09] exactly what you would put in. So, if
[04:23:11] it's lawnmowing, put, you know, weed
[04:23:13] eating, lawnmowing, cutting grass, like
[04:23:15] all the things that pertain to your
[04:23:16] business there. And then you're going to
[04:23:18] put in a professional tone, okay? Over a
[04:23:21] time frame of we're going to do five
[04:23:23] days. Again, you just put in how you
[04:23:26] want this to go. Just follow along
[04:23:28] directly to me. If you have questions,
[04:23:29] drop them down below. We're just filling
[04:23:30] in the prompt just like this. Start with
[04:23:32] a thank you email delivering a freebie.
[04:23:35] So, what I'll do is I'll put free CRM
[04:23:39] setup guide. You put in whatever your
[04:23:42] freebie is. That could be a free
[04:23:43] estimate. That could be 15% off. That
[04:23:45] could be whatever you want it to be.
[04:23:46] Just put it in some sort of incentive.
[04:23:48] We did that. And introducing my brand.
[04:23:50] Then include emails sharing. We're going
[04:23:53] to do CRM tips. Again, put in some sort
[04:23:56] of value there. And end with a call to
[04:23:58] action. And we're going to do a free
[04:24:01] trial. Again, you're going to put in
[04:24:03] whatever pertains to your business. Just
[04:24:05] follow along exactly like I did, okay?
[04:24:08] And just plug this in. Now, if you want
[04:24:09] to go more in depth and add stuff, feel
[04:24:11] free to, okay? You can do whatever you
[04:24:12] want. Make sure you pause the video. You
[04:24:14] either do this with me or you pause it
[04:24:16] and fill this out right here. Once you
[04:24:17] have it all filled out and it's matching
[04:24:18] your business, you're going to click
[04:24:20] this right here. And look at this. It's
[04:24:22] now going to give you all of the stuff
[04:24:24] you need. Hey, now you're going to want
[04:24:26] to make sure that you plug in an actual
[04:24:28] guide or whatever you're using. You
[04:24:29] don't want just to have it be nothing.
[04:24:30] But we now have all of our emails. How
[04:24:33] cool is that? It is generated. And by
[04:24:35] the way, you don't have to use strategy.
[04:24:36] You could use Brock, Gemini, Bard,
[04:24:38] whatever you want. And just plug it in
[04:24:39] like that. But make sure you follow just
[04:24:42] as I said to get these emails. Again, a
[04:24:44] lot of you guys are just going to catch
[04:24:45] and just saying, "Generate me emails."
[04:24:47] And it turns out horribly. Take a little
[04:24:48] bit of time, put this into the prompt so
[04:24:50] you get a quality email. See this? This
[04:24:52] is short. It's not loaded with emojis,
[04:24:54] loaded with stuff. It's short, straight
[04:24:55] to the point, and good. Remember all the
[04:24:57] stuff I said earlier to land in their
[04:24:58] inbox. This covers it. So, make sure you
[04:25:00] follow this. So, now what we're going to
[04:25:02] do is we're going to get these emails
[04:25:03] and we're going to put them into go high
[04:25:05] level. So, have this all pulled up. And
[04:25:07] then in another tab, have the email
[04:25:09] marketing pulled up as well. So then
[04:25:11] what we're going to do is we're going to
[04:25:11] click templates and we're going to come
[04:25:13] right in here. We're going to click new
[04:25:14] and we're going to do blank template.
[04:25:16] We're just going to click design editor
[04:25:17] and we're going to click select. Guys,
[04:25:19] I'm going to show you a massive shortcut
[04:25:20] that's going to go hand inhand with
[04:25:21] automations. It's going to save you so
[04:25:23] much [snorts] time. So follow along
[04:25:25] guys. There is a method to this. A lot
[04:25:26] of times you can automate the sequence
[04:25:27] because a lot of people just go create
[04:25:29] the emails and then it's not automated
[04:25:30] and you waste a ton of time. I'm not
[04:25:32] trying to have that. I respect your time
[04:25:34] and I'm trying to save you more of it.
[04:25:36] Okay, so this is what we're going to do.
[04:25:37] We're going to get rid of this right
[04:25:38] here. Okay, we're going to leave this up
[04:25:40] here because this helps view email
[04:25:41] browser. It helps with deliverability.
[04:25:43] We're going to come right in here. We're
[04:25:44] going to drop this text block right in
[04:25:45] here. We're going to delete this part.
[04:25:47] And then what we're going to do is we're
[04:25:48] going to come right back here and we're
[04:25:49] going to copy this right here. Okay.
[04:25:52] Everything you have, you're going to
[04:25:54] want to probably put a custom value in
[04:25:55] like that. But we're just going to click
[04:25:57] this right here and we're going to click
[04:25:59] paste. So now we have our name in here.
[04:26:02] You can just click enter. So right here,
[04:26:04] I would make this smaller just like the
[04:26:06] rest of them. You can leave it bold and
[04:26:07] you might want to put in a custom field,
[04:26:09] custom value. Then right in here, we're
[04:26:11] just going to do thanks for joining
[04:26:12] Declan Sierra. Make sure everything
[04:26:13] looks good. Okay? Maybe do a little
[04:26:15] space right there. Just make sure it
[04:26:16] looks basic with your free guide. You're
[04:26:19] going to click this right here and
[04:26:21] you're going to click this download
[04:26:23] part. Now, remember, just like earlier
[04:26:25] in the video, you got to warm up your
[04:26:26] emails before you start really giving a
[04:26:29] lot of links and juicy stuff like this.
[04:26:31] So, please make sure you do that first.
[04:26:33] Then, you would just click this right
[04:26:34] here. You'll put in the URL. Leave that
[04:26:36] that way and click save. And it will
[04:26:38] then link that to what you're doing.
[04:26:39] Then I would just come down here and I
[04:26:41] would click enter and you are good to
[04:26:43] go. As simple as that. Then what you're
[04:26:45] going to do is you're going to come
[04:26:46] right in here. Okay? You're going to
[04:26:47] come right to settings. Once you have
[04:26:49] this guys, there's a method to the
[04:26:50] madness. We're going to do Declan from
[04:26:53] email. We're going to put exactly what
[04:26:54] the email we're going to do. Declan
[04:26:57] wizard777@gmail.com.
[04:27:02] And then what we're going to do is
[04:27:03] you're gonna come right back here and
[04:27:05] you're going to copy the subject. Okay?
[04:27:07] Boom. You're gonna come right back and
[04:27:09] you're going to paste this guys. There
[04:27:10] is a method I'm going to show you here
[04:27:12] in a second. It's going to save you a
[04:27:12] lot of time. But you're going to add
[04:27:13] this right like this. Then you're just
[04:27:15] going to click save. By the way, this is
[04:27:16] awesome because it's custom value and
[04:27:18] it's going to preut in their first name.
[04:27:19] So we're going to click save. Okay. So
[04:27:21] once this is done, we now want to name
[04:27:23] it. So we're just going to do E1. Now
[04:27:26] you put in whatever you want. The name
[04:27:27] of it dash this name of that dash. So,
[04:27:29] so you put whatever you want in here,
[04:27:30] but I recommend you label it like E1,
[04:27:32] E2, A3, and you could add more stuff,
[04:27:34] but make sure you label it so you know
[04:27:36] what's what in here. We're just going to
[04:27:38] do E1. Okay. Then you're going to click
[04:27:40] save template. Then we're going to come
[04:27:42] back. Okay. And by the way, you're going
[04:27:44] to want an unsubscribe link on all of
[04:27:47] your emails. You can come right into
[04:27:49] business profile and you make sure that
[04:27:51] this is on everything. You guys, you
[04:27:54] have to have it. I didn't put it on
[04:27:55] because of this or do that, but make
[04:27:56] sure you have an unsubscribe link. If
[04:27:57] you don't, you are not sending emails
[04:27:59] compliantly. It's illegal. Don't do it.
[04:28:01] You'll get canned for it. Make sure you
[04:28:03] put that unsubscribe link in. Okay. So,
[04:28:05] we're going to go back to marketing.
[04:28:07] Okay? Just follow along, guys. So, now
[04:28:08] we're going to do because we have it the
[04:28:10] way we like. We're going to come right
[04:28:11] in here and once this is cloned, you can
[04:28:13] take a guess what we're about to do.
[04:28:15] We're about to come right back in and
[04:28:17] we're going to get this bad boy right in
[04:28:19] here. Okay. Copy all this and do the
[04:28:22] exact same thing. Right like this. Click
[04:28:26] paste. Same thing. Okay. Make sure this
[04:28:29] is all configured. I do not know why it
[04:28:30] did not go right there, but make sure
[04:28:32] this is all configured. Okay. Just space
[04:28:35] this stuff out. Remember, put it in if
[04:28:37] you have it. Make sure you do that. Plug
[04:28:39] it in right there. Make sure you have
[04:28:40] it. Okay. And then right in here under
[04:28:43] settings. Okay. It's already going to be
[04:28:45] configured except we're just going to
[04:28:47] switch out the subject. So, we're going
[04:28:50] to come right in here. We're going to do
[04:28:51] this. Ding ding ding. See how easy this
[04:28:52] is? It's going to save you a lot of
[04:28:53] time. Then we click this. And then we
[04:28:55] click save. And then you're done. So
[04:28:57] please make sure you go in and you make
[04:28:59] sure everything is linked up. Don't just
[04:29:00] say read CRM tips and then it's not
[04:29:02] linked up. Make sure you go do that. So
[04:29:05] save your template. Okay? Then we're
[04:29:07] going to go back and we're going to do
[04:29:09] the exact same thing for the third one.
[04:29:12] Again, guys, if you have 10, 20, 30,
[04:29:15] which in these prompts, if you go up
[04:29:17] here, you could add 40, whatever you
[04:29:19] want. However big your email sequence
[04:29:20] is, you're just going to do that for
[04:29:22] each and every one of these because the
[04:29:23] goal is is to reuse these templates
[04:29:27] every time new people come in. Now, for
[04:29:28] newsletters, that's going to be a little
[04:29:30] different. And that was the third kind.
[04:29:31] That's going to be you coming up with
[04:29:32] new ideas every week. For this, though,
[04:29:34] you're going to be reusing every time a
[04:29:35] lead comes in. It can be the same sales
[04:29:37] process, the same welcome sequence. It
[04:29:39] can just be the same thing. It doesn't
[04:29:40] have to be this new thing every time.
[04:29:41] And this is how you save a lot of time,
[04:29:42] guys. So many of you that I talk to have
[04:29:44] no idea about this and you don't connect
[04:29:46] any of this properly. So, this will save
[04:29:48] you so much time. So, let's do the last
[04:29:50] one. So, we're going to go to E2. We're
[04:29:52] going to click clone. We're going to do
[04:29:54] E3. And we're going to click clone.
[04:29:56] We're going to come right back in here.
[04:29:57] Okay. We're going to go to day three.
[04:29:59] We're going to go like this. We're going
[04:30:00] to click this. We're going to come right
[04:30:02] back in here. And we're going to do the
[04:30:04] exact same thing we just did. Okay.
[04:30:07] We're going to paste it. I probably
[04:30:08] should have done paste this plain text.
[04:30:10] So, learn from me. Don't be dumb like
[04:30:11] me. And then we're going to click this.
[04:30:12] And then we're going to make everything
[04:30:13] look nice. However it looks for you. You
[04:30:15] just make that look nice. Make sure you
[04:30:17] connect it just like we did before. Then
[04:30:19] you come right in here. We go right into
[04:30:21] settings. Same exact thing. Then we come
[04:30:23] right back here. We're going to get this
[04:30:24] exact subject right here. We're going to
[04:30:27] come right back in here and we're going
[04:30:28] to paste it. That way you now have all
[04:30:30] of this saved and configured. Okay. Then
[04:30:33] you're going to click save template. So
[04:30:36] again, however many you create, you will
[04:30:38] do this process again and again because
[04:30:39] we will be reusing these in automations
[04:30:41] every week, every client, every time.
[04:30:43] This is how you save a lot of time in
[04:30:44] high level. If you're interested in High
[04:30:45] Lee, but you also want help learning it
[04:30:47] and learning how to sell it, I recommend
[04:30:49] checking out my 30-day free trial link
[04:30:51] right down below where not only will you
[04:30:53] get 30 days of High Lee free, you'll
[04:30:55] also get access to all of my bonuses
[04:30:57] which will help you on this journey. So,
[04:30:59] I'm talking you getting access to a
[04:31:01] private community full of winners where
[04:31:02] you can network and get your questions
[04:31:04] answered. I'm talking trainings on how
[04:31:06] to use Highle trainings on how to get
[04:31:07] clients, systems on how to get clients
[04:31:09] that I've already built out, snapshots,
[04:31:11] sales scripts, AI prompts, white label
[04:31:13] onboarding videos, premium snapshots. I
[04:31:15] mean, everything you could possibly
[04:31:16] need. But more importantly, the ultimate
[04:31:18] handholding experience so you can master
[04:31:20] all this and get all of your questions
[04:31:22] answered in real time. You can literally
[04:31:24] hop on Zooms with me and message me
[04:31:26] whenever you want. You have access to
[04:31:28] six live coaching calls per week with
[04:31:29] real agency owners that are selling high
[04:31:31] level. So you're getting not just some
[04:31:33] random coach, you're getting real agency
[04:31:34] owners giving you their advice to help
[04:31:36] you out. And we have six of these a
[04:31:37] week. So you can basically get all of
[04:31:39] your questions answered and really learn
[04:31:40] this thing in depth. So again guys, all
[04:31:42] of these calls, all these trainings,
[04:31:44] this entire private community, this is
[04:31:46] all free when you sign up with high
[04:31:47] level right down below. So when you go
[04:31:49] down and you click the link and you sign
[04:31:50] up, we will email you access to this and
[04:31:52] then we can get you started. And if you
[04:31:53] don't see an email access, just drop a
[04:31:55] comment down below and we will get you
[04:31:56] settled. So again guys, thank you for
[04:31:57] watching. Check out the link down below
[04:31:58] and let's get back to the video cuz when
[04:32:00] you see the automations part, this will
[04:32:01] all make sense to you. So, now that you
[04:32:03] have this configured, I want to show you
[04:32:05] something really fast cuz you may be
[04:32:07] like, how do I even send an email? I'm
[04:32:09] just going to quickly show you how to
[04:32:10] send an email so it makes sense before
[04:32:11] we go into automations. If you do not
[04:32:12] know how to send any emails in high
[04:32:14] level, you come to campaigns. Okay, we
[04:32:16] will click new. We will click your
[04:32:18] template. Then we choose the template
[04:32:20] you want. We're going to go yay and we
[04:32:21] want this one. Okay. Once you select it,
[04:32:24] you then look up here in this upper
[04:32:26] right hand corner and it'll say sender
[04:32:27] schedule. You're going to click it and
[04:32:28] then it's going to be brought into a
[04:32:30] page like this. Right here you have
[04:32:32] multiple options. You have send now
[04:32:33] where you can look at the sender email,
[04:32:35] the sender name, the subject line.
[04:32:36] Everything looks good. Okay. You can
[04:32:38] choose a contact list. You can pick one.
[04:32:39] You can send to an entire smart list.
[04:32:41] You can choose from tags. You can pick
[04:32:43] whatever you want. And then you can just
[04:32:44] click review and send and it will just
[04:32:46] send to whoever you want. Same exact
[04:32:48] thing except you schedule it. You pick
[04:32:50] where you want it, how you want it, and
[04:32:51] then you pick the exact date and time
[04:32:53] which you want it. And then you click
[04:32:54] review and schedule, and it will
[04:32:56] schedule for you. Then you can batch
[04:32:59] schedule. This is really good for SMS
[04:33:01] texting, which we're not going to now.
[04:33:02] And this is also really good for just
[04:33:03] huge email lists in general. You're
[04:33:04] going to want to do this in batches, but
[04:33:06] you pick exactly when you want it to go
[04:33:07] out, how much you want it to repeat
[04:33:09] after, and this will send like a couple
[04:33:11] thousand emails at a time as opposed to
[04:33:12] just blasting a bunch of people. Then we
[04:33:14] have RSS. By the way, RSS stands for
[04:33:16] really simple syndication and it's great
[04:33:18] for blog posts and it feeds. So, it's
[04:33:20] basically like you could sign up for a
[04:33:22] RSS feed on a news website and it will
[04:33:24] just automatically post any of the new
[04:33:26] stuff. So, this can actually be really
[04:33:27] good if you have a really good niche
[04:33:29] content site. Say maybe it's plumbers of
[04:33:31] America and they put out a lot of really
[04:33:33] quality posts. You could plug that link
[04:33:34] in here and it would email out the RSS
[04:33:37] feed. Really cool. Saves you a lot of
[04:33:38] time. So, those are the ways to
[04:33:39] immediately send. Again, you just click
[04:33:41] that up there and you're done. But then
[04:33:42] right down here you basically have a
[04:33:43] spam sword which is coming soon. This
[04:33:45] basically is pretty cool because it will
[04:33:46] show you how good it is. So this is
[04:33:48] obviously rated very high. But yeah,
[04:33:50] you're basically good to go. And that's
[04:33:51] basically how that works. So this is one
[04:33:53] way to send. You click the template, you
[04:33:54] click the campaign, and you go in and
[04:33:56] you click send. The other way to send
[04:33:58] emails very quickly is you come right
[04:33:59] into contacts. Okay, right up here.
[04:34:02] You'll just pick whoever has an email
[04:34:04] down here. Pick who you want. Come right
[04:34:06] here and click send email. This will pop
[04:34:09] up right here. You can click this. Then
[04:34:11] you can just put in ex email template
[04:34:13] and look it prefigures it out. You don't
[04:34:15] have to go in and do it because the
[04:34:16] template is already created. Then you
[04:34:18] just put the action and you click send
[04:34:19] email and it will automatically send to
[04:34:21] those people right there. And if you
[04:34:22] don't have a template, you can do this
[04:34:25] where you just click send email. You
[04:34:26] don't click this then you have to fill
[04:34:28] this all out just like this. So it just
[04:34:30] takes more time and then actually
[04:34:32] manually put your email in. But that's
[04:34:33] how you'll just send emails. If you're
[04:34:35] wondering like how do I send an email?
[04:34:36] That's how you do it. Those two ways,
[04:34:38] the first way and the second way is
[04:34:40] going into contacts. If you were trying
[04:34:41] to send emails ultra fast just to a
[04:34:42] bunch of people to let them know, you'll
[04:34:44] do it in contacts. That's the quickest,
[04:34:46] simplest way. Campaigns is really how
[04:34:47] you do email marketing. Contacts is how
[04:34:49] you just send it really quick. And then
[04:34:51] to see where people respond and talk to,
[04:34:53] you will see it in the conversations
[04:34:54] tab. This is where all the emails will
[04:34:56] pop up. This is how you'll see someone
[04:34:58] responded, who didn't, and then that's
[04:35:00] where you'll kind of see where it goes.
[04:35:01] It's not like an inbox. It's not going
[04:35:03] to be like they go into your Gmail. It's
[04:35:05] all going to be through here. So, now
[04:35:06] that we've gone through one, two, and
[04:35:08] three, and you know how to do the
[04:35:09] emails, and you got them all locked and
[04:35:10] loaded, it's now time to move on to
[04:35:12] automations, which is how to automate
[04:35:13] your entire sequences on go high level.
[04:35:16] Let's check it out. So, we're going to
[04:35:17] do is we're going to come right into
[04:35:18] automations. Okay. Then, right up here
[04:35:20] into create workflow, you can either
[04:35:21] select a recipe, which has a pre-built
[04:35:23] out email automation, or start from
[04:35:24] scratch. I'm just going to show you how
[04:35:25] to start from scratch. It applies to
[04:35:26] both what I'm about to show you how to
[04:35:28] do. But, this is really neat way to save
[04:35:31] a ton of time. So, what we're going to
[04:35:32] do is we're going to pick a basic
[04:35:33] trigger. Okay? This can be anything, but
[04:35:35] we're just going to do form submitted.
[04:35:37] So, let's say someone comes on your
[04:35:39] website and they fill out a form, okay?
[04:35:41] They fill out the onboarding form or
[04:35:43] whatever. Any form they have, they fill
[04:35:45] it out. And again, this is whatever
[04:35:46] trigger you want. This just depends on
[04:35:48] what you're trying to do. They have
[04:35:49] recipes pre-built on this. A lot of this
[04:35:50] you can build really easily on your own
[04:35:52] and write through recipes, so it's not a
[04:35:54] big deal. But say we're just going to do
[04:35:56] a basic form submitted like this. Okay.
[04:35:58] Then what we're going to do is we're
[04:35:59] just going to do a quick wait. Let's do
[04:36:00] a wait of let's do five minutes. Okay.
[04:36:03] We're going to click save action. And
[04:36:04] then this is what we're going to do,
[04:36:05] which is really going to be really cool.
[04:36:06] We're going to send email. Okay, but
[04:36:09] instead of going and filling all this
[04:36:10] out, we come right here and boom, we're
[04:36:13] done. See how cool that is? So now what
[04:36:15] we can do is we can just plug this in
[04:36:17] very simply. Now your template is done
[04:36:19] and you're done. You just click save
[04:36:21] action and then we do the same exact
[04:36:23] thing for this. So what we're going to
[04:36:24] do is we're going to do copy, copy all
[04:36:26] actions from here, copy here. And then
[04:36:28] what we're going to do with this weight
[04:36:29] is we're going to make it, you know, two
[04:36:31] days because remember we're spreading
[04:36:32] this out over a couple days. Then right
[04:36:33] in here, we come right down and we just
[04:36:36] click save action. And we do the same
[04:36:39] thing. Copy. Copy all actions. Paste.
[04:36:42] Right in here. We put four days. We
[04:36:45] click save action right in here. Boom.
[04:36:48] Done. Automation complete. How simple
[04:36:50] was that? It's infinitely simple. And
[04:36:52] then you just name it and you save it.
[04:36:54] Same exact process for, let's say, a
[04:36:57] pre-built out automation or a really big
[04:36:58] automation that's a bunch of them. you
[04:37:00] would just go in and you would fill in
[04:37:02] all of your templates. And the thing is,
[04:37:04] guys, is a lot of you guys are going in
[04:37:05] and creating emails on the spot. If you
[04:37:07] build a base of templates, you can then
[04:37:09] have your entire welcome sequence done.
[04:37:12] Because remember, you create this one
[04:37:13] time, it goes out forever. So, say
[04:37:16] you're doing this for a business, okay,
[04:37:17] and you want an onboarding sequence, you
[04:37:19] could create these templates where once
[04:37:20] you have it done, you set it up, and
[04:37:22] then you could add this in any other
[04:37:23] account, anywhere else in your GoHigh
[04:37:24] level account, and you can just keep
[04:37:26] reusing it, and it's done. The work is
[04:37:28] done. It's finished. You see how
[04:37:29] powerful that is opposed to manually
[04:37:31] having to go in, okay, like say we don't
[04:37:32] have a template, the template will
[04:37:34] already fill all of that out
[04:37:36] preconfigured and and it has different
[04:37:37] subject lines. I mean, it's all done for
[04:37:40] you. And again, guys, the reason I took
[04:37:42] the time to make this video today was to
[04:37:44] show you how much time you can save. And
[04:37:47] you can save a ton of time with this.
[04:37:50] So, at this point, all you got to do is
[04:37:52] click publish, click save, and you're
[04:37:53] good to go. obviously name it. But you
[04:37:55] can do this for a vast array of
[04:37:58] different things. So you can do this
[04:38:00] with your sales sequences, with your
[04:38:03] newsletters, your welcome sequence,
[04:38:05] whatever you want. You now know how to
[04:38:07] do this. And if you have any questions
[04:38:09] on this or this is confusing at all,
[04:38:10] please drop a comment down below. I will
[04:38:12] answer. I'll get to you as soon as I
[04:38:13] can. That way I can help you out and
[04:38:14] show you just how powerful this is. So
[04:38:17] that's the automation side of things.
[04:38:18] It's that simple. And yeah, you have a
[04:38:20] bunch of different things you can now do
[04:38:22] with automations. So, now that we've
[04:38:24] gone through email deliverability, email
[04:38:26] builder tutorial, email strategy, and
[04:38:27] automated all of these, I now want to
[04:38:29] show you where to find your analytics on
[04:38:32] your email campaigns just so you know
[04:38:34] what's working and what's not and really
[04:38:35] how to read some of this stuff cuz a big
[04:38:37] thing a lot of people do is they have no
[04:38:38] data. And it's really hard to make good
[04:38:41] decisions when you have no data. It will
[04:38:43] just leave you confused. Let's check it
[04:38:44] out. So, the first place to really see
[04:38:46] basic data is coming into marketing,
[04:38:48] going in statistics, and just seeing how
[04:38:50] your campaign is doing. how much
[04:38:51] revenue, the engagement, how many people
[04:38:53] the email was delivered to, the bounce
[04:38:55] rate, all this other stuff. Just so you
[04:38:56] understand what this is, and these are
[04:38:58] really the big four. One is email
[04:39:01] delivered. How many people did your
[04:39:02] email actually get delivered to? How
[04:39:03] many times did your email bounce? So
[04:39:05] that's if your email goes to someone and
[04:39:06] it bounces because they're verified
[04:39:08] sender or it's a fake email or whatever,
[04:39:09] it means that the email actually didn't
[04:39:10] go through, unsubscribed. How many
[04:39:12] people clicked the link and said, "I
[04:39:13] don't want to be part of this." And then
[04:39:14] how many people complained about spam?
[04:39:16] These things are big to do with metrics
[04:39:17] and you have to read them to know what's
[04:39:19] working and what's not working. Open
[04:39:20] rate super important too. How many
[04:39:22] people of the email delivered to
[04:39:24] actually open this up because a lot
[04:39:26] of people just ignore it. This is so
[04:39:28] important to know whether your list is
[04:39:30] good or not because a lot of people are
[04:39:31] like, "Yeah, I'm doing email marketing."
[04:39:32] And they're not looking at data. You got
[04:39:34] to read this stuff, guys. So, this is
[04:39:35] how you'll be able to figure out the
[04:39:37] basics and just know, okay, this is what
[04:39:38] I want to look out for. So, what you
[04:39:40] want to look for mainly is emails being
[04:39:42] delivered at a high rate and then high
[04:39:43] open rates. that means it's doing well.
[04:39:45] Now, there's a bunch of other factors
[04:39:47] after that, but that's really big. If
[04:39:48] you're getting a ton of unsubscribes, a
[04:39:50] ton of spam complaints, and bouncing all
[04:39:51] the time, you probably have a crappy
[04:39:53] list. So, look into that. So, this is
[04:39:55] one way to look into metrics and
[04:39:56] statistics is right through this tab.
[04:39:58] The other way is going down into
[04:40:00] settings, going right into email
[04:40:01] services, and looking at email
[04:40:03] analytics. Okay, so this is going to
[04:40:06] show you an even better overview of
[04:40:08] what's happening. So, it'll show you in
[04:40:10] this sub account total how many emails
[04:40:12] have been sent, how many emails have
[04:40:14] been delivered, how many emails were
[04:40:15] opened, how many were clicked, how many
[04:40:17] people complained, how many bounced, how
[04:40:19] many subscribed, and how many failed in
[04:40:21] email services under settings in every
[04:40:23] single sub account. You can see an
[04:40:24] entire view of what's going on. That
[04:40:26] way, you can just know, is this working
[04:40:28] well or is this not? Because what a lot
[04:40:29] of you guys are doing is you're getting
[04:40:30] lists off the internet to do cold email
[04:40:32] and you're just hammering and you're not
[04:40:34] looking at the data. you're not
[04:40:36] realizing maybe this email list I got
[04:40:38] was trash. It was garbage. It wasn't
[04:40:40] good. And you guys won't know that
[04:40:42] unless you look at the data and go, "Ah,
[04:40:44] it did suck." So, those are two big ways
[04:40:47] that you can look at data and just know,
[04:40:48] okay, what's my delivery rate? Okay,
[04:40:50] what's my open rate? Then, last but not
[04:40:52] least, we have Google Postmaster tools.
[04:40:55] This is like analytics on steroids. It
[04:40:58] just helps you get that much more
[04:40:59] granular and lower into email marketing,
[04:41:02] so you know every single thing. Now,
[04:41:04] it's a free tool. you just have to get
[04:41:05] started and go through it. But that's a
[04:41:06] Gmail service where you can connect a
[04:41:08] Google Postmaster account to get
[04:41:09] in-depth data. So if you're a serious
[04:41:11] email marketer and you're like, "Okay,
[04:41:12] I'm going to be using high level a lot."
[04:41:14] You're going to want to have this. If
[04:41:15] you're more just a basic noob, you're
[04:41:16] not going to need it. But that way you
[04:41:18] can really get this dialed in and then
[04:41:20] you really know what's working and
[04:41:21] what's not. So we're going to do is
[04:41:22] we're going to come right here to
[04:41:23] automation, okay? And you're going to be
[04:41:24] brought to a page that looks like this.
[04:41:27] So what this page is, okay, is basically
[04:41:29] just a list of all of the automations
[04:41:32] that you have built. And you can, you
[04:41:33] know, categorize them by folders and
[04:41:35] whatnot. You can create smart list off
[04:41:36] them. It's basically just a
[04:41:37] categorization of all of the automations
[04:41:40] you created. And you can, you know,
[04:41:41] delete them, edit them, do everything
[04:41:43] right through here. Add them to sub
[04:41:45] accounts, which is really cool. So, you
[04:41:47] can basically move automations from sub
[04:41:49] account to sub account. Really cool.
[04:41:50] Yeah. Move to folder. I mean, you just
[04:41:52] have all of this really cool features.
[04:41:54] Duplicate um all inside first dashboard.
[04:41:57] But this is just organizational
[04:41:58] purposes. Then you come here and you
[04:42:00] have two different options. So, we're
[04:42:01] going to spend the day and start from
[04:42:02] scratch because we're really going to be
[04:42:03] going over the nuts and bolts of this.
[04:42:05] But, you can build pre-made automations.
[04:42:08] They come prepackaged. They have all the
[04:42:10] stuff built out. You can literally just
[04:42:11] come right in here, click continue, and
[04:42:13] you'll have automations already built.
[04:42:15] Okay? But in this video, I'm not
[04:42:17] necessarily going to be going over
[04:42:18] strategy, guys. I have a ton of other
[04:42:20] videos on exact automations to build.
[04:42:22] Like, okay, we're building this
[04:42:23] automation today. This is just going to
[04:42:25] be how to use the automation builder.
[04:42:27] Because once you understand that, you
[04:42:29] can build unlimited automations and
[04:42:31] you'll know exactly what is possible. So
[04:42:33] again, I have videos on the strategy,
[04:42:35] but for this we're just going to be
[04:42:37] going over in depth, okay, what the
[04:42:41] automation builder can do and how
[04:42:43] powerful it is. Okay, so in this page,
[04:42:44] I'm going to just give you a quick
[04:42:45] tutorial before we dive into the exact
[04:42:47] triggers and actions. First thing is
[04:42:49] builder. This is where all of your
[04:42:50] automations will be. Okay, settings.
[04:42:53] This is just a place where you can add
[04:42:55] extra bits. So, anything on contact,
[04:42:56] allowing re-entry, allowing multiple
[04:42:59] opportunities, stop and response, so a
[04:43:00] hard break. Okay, the time zone of the
[04:43:03] automation. Okay, this is really cool,
[04:43:05] too. Um, the window, you can pick that,
[04:43:07] too. It's just specific time, but you
[04:43:08] can have default names and default uh
[04:43:11] emails and default numbers. So, anytime
[04:43:13] it sends an email, an SMS, you can have
[04:43:15] a default number for this automation.
[04:43:18] Therefore, you don't have to go in and
[04:43:19] plug in the number. And this just gives
[04:43:20] you that entire basically default suite.
[04:43:23] So everything is is prone and and and
[04:43:26] aimed at one email, one number, and then
[04:43:27] you can toggle and mark stuff on red.
[04:43:30] Okay. Enrollment history. This is
[04:43:31] basically all the contacts that have
[04:43:33] gone through the email. So you have a
[04:43:35] list of all the people that have run
[04:43:36] through because it it runs off emails.
[04:43:38] And then execution logs is how many
[04:43:40] times this automation has fired. So you
[04:43:42] can see on January 24th, 5:00 p.m., you
[04:43:45] know, whatever. It just shows you all of
[04:43:46] that. Okay. And then up here, obviously,
[04:43:48] you can name your automation, which
[04:43:50] you're really going to want to do. Um,
[04:43:52] let me hop right back in here.
[04:43:57] And then up here, you basically have
[04:43:59] toggling on and off. So, this is
[04:44:01] publishing said workflow, makes it live
[04:44:03] or not. You're going to always want to
[04:44:04] do that at the end. Test workflow. This
[04:44:06] is just how you test it on a contact to
[04:44:08] see if it actually works. And then down
[04:44:10] here, we just have a couple other
[04:44:12] features to show you. Okay, so you
[04:44:14] basically have Okay, so right here we
[04:44:17] have basically view stats. This will be
[04:44:19] all the stats you can see with set
[04:44:21] automation. This is really cool. You can
[04:44:22] add notes to your automation. So you
[04:44:24] basically have like okay remember on
[04:44:26] Thursday or whatever or how you know
[04:44:28] when Jimmy goes through add this you
[04:44:30] know just to give you a little visual
[04:44:31] representation. Then you can add sticky
[04:44:33] notes where you can add extra notes. Say
[04:44:34] if it's a really big automation. So you
[04:44:37] can basically plug it in um and have
[04:44:38] that extra functionality. Then right
[04:44:40] down here okay um let's get this out of
[04:44:43] here. You can zoom in on the automation.
[04:44:46] you can, you know, uh, zoom out, go
[04:44:48] super in-depth, you know, whatever you
[04:44:50] want, and you basically have access to
[04:44:52] all of those basic features. So, that is
[04:44:55] the basic dashboard tutorial. So, now
[04:44:57] you know where to go to figure out all
[04:44:59] the little nuts and bolts. Let's dive
[04:45:01] in. And this is going to be so in-depth
[04:45:03] on how to basically do every trigger and
[04:45:06] every action that Go Highle has to
[04:45:08] offer. Okay, so if you didn't know, High
[04:45:11] Level's broken down
[04:45:21] So if you did not know highle
[04:45:23] automations are broken down into two
[04:45:24] different pillars triggers and actions.
[04:45:28] A trigger is the beginning uh start of
[04:45:31] the automation and action is what
[04:45:33] happens after. And I bring this up again
[04:45:35] right here so it makes sense visually. A
[04:45:37] trigger what starts the automation like
[04:45:39] when someone fills out a form. It is the
[04:45:41] beginning of the automation. And you can
[04:45:43] have as many triggers as you want, but a
[04:45:45] trigger is what starts the automation.
[04:45:47] It has to have a trigger event. Someone
[04:45:49] fills out a form, someone calls you,
[04:45:50] someone texts you. It's it's that first
[04:45:52] thing that starts the automation. An
[04:45:54] action, and you can have multiple of
[04:45:56] these, is what happens after the
[04:45:58] trigger. So sending an email. When the
[04:46:00] trigger pings, an action happens, and
[04:46:02] then another action, another action,
[04:46:03] however you want it. So triggers and
[04:46:05] actions are how automations are built.
[04:46:08] And remember again, the trigger is the
[04:46:10] start of everything. You don't have
[04:46:12] triggers later. You could technically,
[04:46:14] but that's that's not really an
[04:46:15] automation, but it all starts in the
[04:46:17] beginning. Actions is just what happens
[04:46:20] after. Okay. So, to create an
[04:46:23] automation, you're just going to click
[04:46:24] add new trigger. Okay. And now we are
[04:46:27] brought to all of the triggers. So, now
[04:46:31] I'm going to go through all of these so
[04:46:32] you understand what these are. So, first
[04:46:35] we have contacts. Okay? And these are
[04:46:38] all of the triggers that have to do with
[04:46:42] contacts. All of the contacts. This is
[04:46:45] every trigger that will happen on a
[04:46:47] contact. [snorts] So first trigger is
[04:46:50] when a birthday happens. So on a
[04:46:53] contact, you have a birthday. If a
[04:46:54] birthday happens and it's Jim's
[04:46:56] birthday, this will trigger the next
[04:46:59] sequence. Contact change. This will
[04:47:01] trigger when basically a contact's
[04:47:03] information has been updated. Okay.
[04:47:06] Contact created. When a new contact gets
[04:47:09] created in go high level, it will
[04:47:11] trigger the next event. Then we have
[04:47:12] contact D and D. So when a contact puts
[04:47:15] on do not disturb, okay, that is a
[04:47:17] feature you can get in the conversations
[04:47:18] tab. If you're bothering them, as soon
[04:47:20] as they put that on, it'll trigger then
[04:47:22] a new sequence which can be great for a
[04:47:24] whole host of things. Okay. Then we have
[04:47:26] contact tag. This is when a tag has been
[04:47:29] added to the contact. New lead, for
[04:47:32] example, would trigger the sequence of
[04:47:34] events. Custom date reminder is going to
[04:47:36] basically be any sort of custom date, an
[04:47:38] anniversary, a holiday, whatever it is
[04:47:40] when it is on a contact, it will trigger
[04:47:43] and then start going right into actions.
[04:47:46] Then we have notes added. Okay, so
[04:47:48] anytime uh something happens where you
[04:47:51] know a note gets added to a contact,
[04:47:52] whether that be um this is a crappy lead
[04:47:55] or you know whatever you want to put
[04:47:57] something there, it will start the
[04:47:58] automation. So put them in a pipeline,
[04:48:00] you know, whatever you want to do. Notes
[04:48:01] change. So similar to this, anytime a
[04:48:04] note gets changed on a contact, it will
[04:48:07] then trigger that sequence of events.
[04:48:09] Then we have task added. So anytime a
[04:48:11] task has been added to a contact, it
[04:48:13] starts the sequence. Task reminder.
[04:48:15] Anytime an upcoming task basically is
[04:48:17] due or however you want to do that, it
[04:48:19] basically will trigger the automation.
[04:48:21] Anytime a contact's task is completed,
[04:48:24] so they finished bloating the pipeline,
[04:48:26] whatever, it will then trigger the
[04:48:28] sequence. Last but not least, you have
[04:48:29] contact engagement score which is just
[04:48:31] rating contact on their engagement store
[04:48:33] and their interactions.
[04:48:35] Now, okay, so now that we finished all
[04:48:37] of contacts, we have events. So, inside
[04:48:40] of go high level, this can be stuff in,
[04:48:42] you know, forms, emails. This is
[04:48:44] basically an event happening. So,
[04:48:47] something being more uh triggered on a
[04:48:49] bigger level. So, let's go into all of
[04:48:52] these. Okay, first we have inbound web
[04:48:53] hook. By the way, this is a premium
[04:48:55] trigger. So, this costs money. Okay,
[04:48:57] this is fired when basically data is
[04:48:59] sent to your system via a online web
[04:49:02] hook. So you may not be using that, but
[04:49:04] that is basically a premium trigger. Um,
[04:49:06] so if you buy that, that's basically one
[04:49:08] of the triggers that they offer. Then
[04:49:09] you have call status. So whether the
[04:49:11] call was missed, connected, however that
[04:49:13] works. So whatever you know, somebody
[04:49:14] missed a call, uh, a call, missed call,
[04:49:16] test, got fired, whatever that sequence
[04:49:18] is for for calling, it'll be basically a
[04:49:20] trigger. This is big again for a lot of
[04:49:22] call automations. You're definitely
[04:49:24] going to want this email events. Okay,
[04:49:26] this is whether the email got opened,
[04:49:28] clicked, someone submitted, you know,
[04:49:30] the thing in a form, you know, whatever
[04:49:31] it is. That's basically the email event
[04:49:33] that gets triggered. Again, huge for
[04:49:34] email marketing automations. You're
[04:49:36] going to use that because a lot of
[04:49:37] people, you know, depending on the open
[04:49:38] rate, you may want to send another email
[04:49:40] and a bunch of other stuff. Customer
[04:49:41] replied is just if a customer replies to
[04:49:44] an email, a message, an SMS, whatever.
[04:49:46] Um, that's basically just going to
[04:49:48] trigger, you know, the automation. So,
[04:49:50] that's great for the conversations tab.
[04:49:51] And again, a lot of the automations
[04:49:53] you're going to be using um to really,
[04:49:54] you know, hit people on follow-up will
[04:49:56] be stuff like this. Form submitted
[04:49:58] insights, you know, go high level. They
[04:50:00] submit a form on a website or wherever.
[04:50:02] It's going to trigger the automation.
[04:50:03] Survey submitted. You create a survey.
[04:50:05] When someone fills out the survey, it
[04:50:06] triggers the automation. Real quick,
[04:50:07] guys, I just want to make sure we're
[04:50:09] following along. Remember, the trigger
[04:50:10] is the first event. Okay? And then you
[04:50:13] have actions. So, all the things I'm
[04:50:14] going over are a first event. So, when
[04:50:16] someone comes to your website and they
[04:50:19] fill out a form or whatever you want to
[04:50:21] pick here, that will then start the
[04:50:24] automation. Okay? And we're going to be
[04:50:25] going over actions here in a sec, but
[04:50:27] these are all the stuff that starts the
[04:50:30] automation. So, just don't think like,
[04:50:33] oh, I'm kind of confused on on on what
[04:50:35] to do or how this will work. Just think,
[04:50:37] how will this work for me? Because once
[04:50:39] you have that and and you understand
[04:50:40] your client's kind of pain points, you
[04:50:41] can just plug these in all across um
[04:50:45] their business. business. Like I'm
[04:50:45] telling you, there's so many little
[04:50:47] little golden cherries everywhere, like
[04:50:48] little little things you can automate
[04:50:50] here and there. And once you understand
[04:50:52] all of these things, you can just start
[04:50:53] plugging in immediately and save them a
[04:50:55] lot of time and make more money. Then we
[04:50:57] have trigger link clicks. So if they
[04:50:59] click a specific link in an email or any
[04:51:00] sort of trigger link you created, it
[04:51:02] will then start the automation. Again,
[04:51:04] guys, this is all heavy marketing stuff.
[04:51:06] Facebook lead form submitted. If you're
[04:51:07] running Facebook ads and someone submits
[04:51:09] a lead form, okay, you don't have to
[04:51:10] have Facebook connected to this, it will
[04:51:12] then start automation. Again, huge for
[04:51:14] marketing. Uh, Tik Tok form submitted.
[04:51:16] If someone submits a form on Tik Tok,
[04:51:18] this then starts the automation. So, if
[04:51:20] someone submits a form on Tik Tok, we
[04:51:21] can then maybe send them an email and
[04:51:23] actions. We'll get over that in a
[04:51:24] second. Um, but that's another thing you
[04:51:26] can do. Video tracking. So, depending on
[04:51:29] people watching your video, interacting
[04:51:30] with your video, however you want that
[04:51:32] on your website, whether it's custom
[04:51:33] HTML, embedded, whatever. This basically
[04:51:36] helps you track. So, then you can start
[04:51:37] if someone watched partway through
[04:51:38] video, you can send them emails or
[04:51:39] however you want to do that. Again, just
[04:51:42] great for tracking number valid uh
[04:51:45] number validation. So, when a number is
[04:51:48] verified or uh valid, it'll basically
[04:51:51] start the automation. Okay, that's
[04:51:53] great, too. When people, you know, are
[04:51:54] weeded out of spam, it gets a start.
[04:51:56] Messaging error SMS. So, if there's an
[04:51:58] error with the texting, okay, this will
[04:52:00] plug in automation, follow up with them,
[04:52:01] um, and do stuff like that. Okay, this
[04:52:03] one really important. LinkedIn.
[04:52:08] Okay, now we have LinkedIn leaned form
[04:52:10] submitted. Okay, this is when someone
[04:52:12] submits a form on LinkedIn, okay, it
[04:52:14] triggers the automation, guys. You're
[04:52:15] starting to see the pattern here. Little
[04:52:17] things you can do. So, when someone
[04:52:18] submits a form, you then can have that
[04:52:19] be the trigger event which starts
[04:52:20] everything. Funnel website page view. If
[04:52:22] someone visits, okay, um depending on on
[04:52:25] how you have it set up, this will then
[04:52:26] trigger the next sequence. So, you can
[04:52:28] make sure that you have a retargeting or
[04:52:30] sending emails out to them. This is
[04:52:31] great. New uh review received. You can
[04:52:33] basically go right in here um and you
[04:52:36] can basically have uh how do I say it? A
[04:52:38] Google review gets submitted. It then
[04:52:40] adds a tag or however you want to do
[04:52:41] that. This basically just helps you
[04:52:43] automate certain things within the
[04:52:46] review space. Reputation management.
[04:52:48] I'll actually show you right here. So
[04:52:49] you can do new review received. Okay.
[04:52:51] You can add filters select. So we could
[04:52:53] do um review source. Okay. Select
[04:52:57] operator is. Okay. And then you have
[04:52:59] Facebook, Google. You see what I'm
[04:53:00] saying? So it's whatever's plugged in.
[04:53:01] You can then add it. Um, and that way
[04:53:03] you can filter down. And by the way,
[04:53:05] guys, for all of these trigger events,
[04:53:07] you have stuff like this where you
[04:53:08] filter even further down, which I'm
[04:53:11] going to get more in depth once I go
[04:53:12] through all these, but that's another
[04:53:14] thing you can play with and add, which
[04:53:16] is great cuz what if you don't want
[04:53:17] Facebook and only want Google? Well,
[04:53:18] you're going to have to pick here. Okay,
[04:53:20] now we have appointments. So, this is
[04:53:21] calendars. Okay, so in high level
[04:53:24] calendars, okay, this is the automation
[04:53:27] for calendars. So anytime an appointment
[04:53:30] basically gets So then you have
[04:53:31] appointment status. Okay. So depending
[04:53:33] on is it coming up in five minutes, is
[04:53:34] it an hour, is it tomorrow, did someone
[04:53:36] cancel, whatever you want for said
[04:53:38] appointment automation, this basically
[04:53:40] then will trigger the event customer
[04:53:42] booked. So when someone books on your
[04:53:43] calendar, do you want to send them a
[04:53:44] follow-up email? Whatever. You basically
[04:53:46] can add that in just like that. That way
[04:53:49] you have an extra sequence or if you
[04:53:51] want to get them on another call,
[04:53:52] however you do it, that's basically a
[04:53:54] perfect automation for moving forward
[04:53:55] once people book on a sales page or
[04:53:57] whatever. Okay, now we have
[04:53:59] opportunities. Okay, so this bad boy
[04:54:01] right here, all of your opportunities.
[04:54:04] Hey, this is big for pipelines, guys.
[04:54:06] You sales people, this is big. Okay,
[04:54:08] because this is how you basically start
[04:54:10] automating all the opportunities. So
[04:54:12] when an opportunity status changes, are
[04:54:14] they hot? Are they cold? Are they a warm
[04:54:16] lead? Are they a bot? Are they a sold?
[04:54:17] whether they booked a call. This would
[04:54:19] basically be what you want to do when it
[04:54:21] changes it then triggers the automation.
[04:54:24] Then you have opportunity created. So
[04:54:25] when a new opportunity lead okay think
[04:54:28] lead gets added to the pipeline triggers
[04:54:30] the event opportunity change. Okay
[04:54:32] depending on um you know are they
[04:54:35] getting booked call you know it's kind
[04:54:36] of similar to the first one and then
[04:54:37] moves them pipeline stage do they move
[04:54:39] from pipeline to pipeline okay and
[04:54:42] that's basically just just to and then
[04:54:44] pipeline stage change. So whether it
[04:54:46] moves stages in the pipeline, it then
[04:54:48] triggers the opportunity. Then stale
[04:54:49] opportunities. If an opportunity lead
[04:54:51] doesn't move in a while, there's
[04:54:52] something wrong with it, it's stale, it
[04:54:54] basically then can trigger the
[04:54:55] automation and move it. Okay. Down here
[04:54:58] you now have affiliate stuff. So this is
[04:55:00] basically if you've created affiliate
[04:55:01] program, okay, [snorts]
[04:55:03] inside of high level, let me just show
[04:55:05] you right here in the affiliate manager,
[04:55:07] you then have this. Okay, so when a new
[04:55:09] affiliate is created, it will then
[04:55:10] trigger the sequence. a new affiliate
[04:55:12] sale. Someone bought your product or
[04:55:14] your client's product. It starts it.
[04:55:15] Someone enrolled in a campaign. So, you
[04:55:17] have a new affiliate. Boom. It basically
[04:55:19] starts that, gets it ready to go, and
[04:55:21] then you basically now can fire the
[04:55:23] automation. Now, we have courses. Okay,
[04:55:25] so in here, remember products, video
[04:55:27] courses, right inside the courses. This
[04:55:29] will be handin-hand with communities.
[04:55:30] Again, guys, quick note, they are
[04:55:32] constantly adding new automations. Keep
[04:55:34] looking at this because they're going to
[04:55:35] be adding course automations here, too.
[04:55:36] I mean, they'll add random stuff and you
[04:55:38] just have to stay at top of it because
[04:55:40] there's always new coming in. So
[04:55:41] again, always be following up because
[04:55:43] there's going to be more stuff added.
[04:55:45] Okay, but this is for courses, online
[04:55:47] courses. So category started, did they
[04:55:49] start a category which can be known as a
[04:55:50] module. Okay, so once they start that,
[04:55:52] it can send them automation. Category
[04:55:54] completed, so they finished a module. So
[04:55:56] just different wording. It sends them
[04:55:57] stuff. Lesson started. When they start a
[04:55:59] lesson in the course, this [snorts]
[04:56:01] triggers the automation. Lesson
[04:56:03] completed. They finish a lesson. This
[04:56:05] sends the automation. Guys, I want to
[04:56:07] make this really clear. A lot of people
[04:56:09] have online courses, okay? Kajjabi,
[04:56:12] school, all these other shitty places,
[04:56:13] they don't have these kinds of
[04:56:15] automations. You have to use Zapier and
[04:56:17] all this thirdparty duct tape stuff. In
[04:56:19] high level, if you have a course or you
[04:56:21] know someone that has a course, you can
[04:56:22] do so much with you. I mean, this is
[04:56:25] magic. You will save them so much time.
[04:56:27] Guys, you guys want to think money? This
[04:56:29] is so much money right here and it's
[04:56:31] free as part of high level. So, use it.
[04:56:33] Okay. New sign up when someone just got
[04:56:35] into your course. Okay. Triggers the the
[04:56:38] sequence. Okay. Offer access granted.
[04:56:42] Okay. Once they get into the course and
[04:56:43] they were access, you know, or granted
[04:56:45] access to said uh offer, which is um how
[04:56:48] you get into the course. Each course has
[04:56:50] an offer. Offer access removed. So if
[04:56:52] you remove the offer, then you basically
[04:56:55] can have access removed. Again, a little
[04:56:56] quick thing. You can set up an
[04:56:58] automation here where if you remove
[04:57:00] someone's access, the action would be
[04:57:01] remove their contact from high level. So
[04:57:03] you never have to see the faces again.
[04:57:05] Then you have product access. Granted.
[04:57:07] Okay, this is a product, not an offer.
[04:57:10] Again, I have a full video on courses on
[04:57:12] all these subjects if you don't know
[04:57:13] what I'm talking about. So, you
[04:57:15] understand. Product access removed. It
[04:57:16] removes them. Okay, same thing. Triggers
[04:57:18] the sequence. Product started and go.
[04:57:20] So, they went right into the product.
[04:57:22] Okay, remember category lesson. This is
[04:57:25] within the the course. Okay, you have
[04:57:28] modules, lessons, product is the course,
[04:57:31] you feel me? So, it's it's it's all of
[04:57:33] that stuff. So, it's it's a step higher.
[04:57:35] Product completed. after they finish the
[04:57:36] entire course. Okay, it triggers that
[04:57:38] user login. So when they first log in,
[04:57:40] it basically then um triggers the
[04:57:44] sequence. Okay, now we're going into
[04:57:46] payments. So this is all have to do with
[04:57:48] the payments tab. So all of this good
[04:57:50] stuff when payments are received, you
[04:57:52] know, uh paid, whatever, you can now can
[04:57:54] do this. So invoice, if someone pays an
[04:57:57] invoice, it then can send them an email
[04:57:58] or whatever you want. And that's going
[04:58:00] to be in actions, which I'm going to go
[04:58:00] over in a second. Payment received. So
[04:58:02] when you kept the payment, it can it can
[04:58:04] trigger that sequence. Order form
[04:58:06] submission. So someone submits an order
[04:58:08] form. Okay. In products, boom, sends
[04:58:10] that out. Order submitted. They've gone
[04:58:12] through and it's, you know, thorough.
[04:58:14] That can start the the automation.
[04:58:15] Documents and contracts. So when someone
[04:58:17] signs a contract, triggers the sequence.
[04:58:20] Guys, there's so much I'm breezing
[04:58:22] through this, but I want you to sit here
[04:58:23] and really think like there's so many
[04:58:26] businesses that do all of these things
[04:58:28] manually. Like, do you not understand
[04:58:30] that? There's so many businesses that
[04:58:32] send out contracts, collect payment.
[04:58:34] That's really what every business does.
[04:58:35] These are just free automations. You
[04:58:37] guys get what I'm getting at? Okay. And
[04:58:39] these are new, by the way. So, signs a
[04:58:41] contract, triggers the sequence, which
[04:58:43] can be sent an email, send a text
[04:58:44] message. Um, estimates. Okay? This is
[04:58:47] when someone receives an estimate,
[04:58:48] sending a subscription. So, a
[04:58:49] subscription in Stripe Recurring. When
[04:58:51] someone signs that, it sets the
[04:58:54] automation refund. When someone issues a
[04:58:56] refund, it then may trigger an
[04:58:58] automation that asks them to not, you
[04:58:59] know, do a refund. Shopify. Okay, this
[04:59:01] is for anything with Shopify. If you're
[04:59:03] using, you know, and plugging that in.
[04:59:05] So, abandoned checkout, you know,
[04:59:06] checkout was just left and no one paid.
[04:59:08] It triggers, order placed, they put it
[04:59:09] in, it'll send the sequence. Um, and
[04:59:11] then order fulfilled. They fulfilled the
[04:59:12] order, it then can trigger the sequence
[04:59:14] of events. Then start IVR trigger. So,
[04:59:16] this has to do with phone. Okay, this is
[04:59:18] interactive voice response. So, whether
[04:59:21] this be like, hi, welcome to Joe's
[04:59:22] business, you know, whatever. that is
[04:59:24] basically like it triggers that and
[04:59:25] they're trying to to work um you know uh
[04:59:29] through some sort of call support.
[04:59:30] Again, real quick, this is really
[04:59:31] important. They're adding the new AI
[04:59:33] voice bots. So, there's going to be new
[04:59:34] automations on this. It's just there's
[04:59:37] so much stuff changing. So, that's
[04:59:38] definitely going to um happen. Guys,
[04:59:40] huge Facebook and Instagram events.
[04:59:42] Someone and these are beta, by the way,
[04:59:44] so that they're being tested. But,
[04:59:45] someone comments on a Facebook post,
[04:59:48] sends them a message. You guys see how
[04:59:49] awesome this is? Someone comments on an
[04:59:50] Instagram post, sends them a message.
[04:59:52] just the stuff like Manny chat,
[04:59:53] flowchart, all these people do that. Um,
[04:59:55] then you can you can just do it right
[04:59:56] there, which is awesome. I mean, that
[04:59:58] literally can automate so much
[04:59:59] communities. Okay, that will be um right
[05:00:02] here. It's their newest feature, groups.
[05:00:04] It's pretty freaking awesome. Okay,
[05:00:07] group access granted. So, someone gets
[05:00:09] in the group, does it send them an
[05:00:10] email, a DM, whatever. Group access
[05:00:12] revoked. Does it take them away? Then it
[05:00:14] removes their contact. Private channel
[05:00:16] access. So, in communities, you have
[05:00:17] channels. Okay. When someone gets access
[05:00:19] to a private channel, does it let them
[05:00:20] in? private channel access revoked.
[05:00:23] Okay. When you take someone out, what
[05:00:24] does it do? Um community group member
[05:00:26] leaderboard level changed. What does
[05:00:28] this basically do? Um when a
[05:00:39] then you have community group member
[05:00:41] leader then you have community group
[05:00:44] member leaderboard level changed. So
[05:00:46] depending on the leaderboards if that
[05:00:47] changes it then fires the sequence. It's
[05:00:50] a certificate. So any sort of
[05:00:51] certificate in training. So whether it's
[05:00:53] good job, you completed the module or
[05:00:54] whatever. When someone gets this, it
[05:00:56] then could trigger a sequence of events
[05:00:58] which could be sending them all kinds
[05:01:00] of, you know, messages or whatever. And
[05:01:02] then you have uninstalled apps which is
[05:01:03] doing third-party stuff. Last but not
[05:01:05] least, just on this, and I'm not going
[05:01:07] to go through every single one of these
[05:01:09] because once I show you one, you'll
[05:01:10] understand. But let me find one. For
[05:01:12] example, let's go to this. Okay, this is
[05:01:15] really important because when you add
[05:01:17] filters, okay, it has all of these other
[05:01:20] things. So, we could do in pipeline,
[05:01:23] okay, and then you select which pipeline
[05:01:25] cuz see guys, in a sub account with all
[05:01:28] of these, you have to have filters down.
[05:01:29] So, if you have five pipelines, this
[05:01:31] doesn't just know what pipeline to hit.
[05:01:33] Does that make sense? You're going to
[05:01:34] have to go in when you set said trigger,
[05:01:38] okay? And you're going to have to plug
[05:01:40] it in. So, we're going to just add this
[05:01:42] one because I'm going to kind of show
[05:01:43] you when I go over actions how to plug
[05:01:45] this in. But, let's do in pipeline.
[05:01:48] Okay. Select. We're going to select
[05:01:49] pipeline 2. Okay. Add filters. Um, and
[05:01:53] that's perfect. Okay. So, that's going
[05:01:54] to be the basic thing we're going to
[05:01:56] run. Okay. I'm going to do save trigger.
[05:01:59] Okay. What is this?
[05:02:08] So just for the sake of this video, I'm
[05:02:09] just going to add one right now so we
[05:02:13] can basically um I can show you in the
[05:02:15] actions how this all works. So let's go
[05:02:17] to
[05:02:19] operators tity says change. So we'll
[05:02:21] pick contact changed. Okay, we'll add
[05:02:24] filters. So select assigned user select
[05:02:28] operator has changed to um
[05:03:10] Okay, for the sake of this video, I'm
[05:03:11] just going to pull one of these up so
[05:03:12] you understand. Okay, so we'll do
[05:03:14] opportunity status changed. We'll come
[05:03:16] right down in here. Again, guys, you
[05:03:19] have all of this awesome stuff here.
[05:03:21] Let's do opportunity changed. Okay,
[05:03:24] we'll add the filter. um in pipeline.
[05:03:26] Remember selecting what pipeline because
[05:03:28] guys again you have to distinguish what
[05:03:29] if you have three pipelines or five
[05:03:31] pipelines you have to pick which one or
[05:03:32] five contacts or whatever. You get what
[05:03:34] I'm saying? Each one of these has that.
[05:03:36] So we'll save the trigger. Okay. So now
[05:03:37] we have our trigger and again guys every
[05:03:40] single trigger has filters you can add
[05:03:44] to get more granular. Now it could just
[05:03:46] be broad but just so you know depending
[05:03:48] on what it is remember multiple
[05:03:49] pipelines, multiple calendars, multiple
[05:03:52] contacts, you have to be specific. So
[05:03:55] that's how you do that. Okay. But now
[05:03:57] that we're done with that, now we go
[05:03:59] into the next part is what happens after
[05:04:03] triggers. So once the trigger event
[05:04:05] happens, so all the stuff I just listed,
[05:04:07] when you pick one of those in go high
[05:04:09] level. Okay, so on something happens
[05:04:12] now, it's going to trigger an action.
[05:04:15] Okay, so let's jump right in. Okay, so
[05:04:18] you're going to click this right here.
[05:04:19] And now now we have a lot of things to
[05:04:23] add. So, I'm going try to go fast to
[05:04:24] these, but this is now the action. So,
[05:04:26] really quick, just so you understand
[05:04:27] what I'm saying. An opportunity comes
[05:04:29] in, he gets changed, and you go, okay,
[05:04:32] when a new opportunity changes, I want
[05:04:34] to add a tag. And then you'd pick a tag,
[05:04:37] and it would be a missed call or
[05:04:38] whatever you want or pick this lead is
[05:04:40] going to get sold. And then you just
[05:04:41] save it. And now, and and guys, I'm
[05:04:43] going to go over all these. Don't worry,
[05:04:44] I'm just showing you again. I'm trying
[05:04:46] to be so simple and clear. Once you go
[05:04:49] through and the opportunity changes, it
[05:04:51] adds a tag or it could send, check this
[05:04:55] out, or it could send an email, send
[05:04:58] [clears throat] an SMS, message them on
[05:04:59] Facebook, it could uh set up a custom
[05:05:02] value, it could send them to an AI
[05:05:04] chatbot, it could send them a calendar
[05:05:06] booking link. You get what I'm getting
[05:05:08] at? I'm I'm trying to be super clear. I
[05:05:10] know some of you more advanced people
[05:05:11] are like, "Why is he being so simple?"
[05:05:13] is because I want some of the beginners
[05:05:15] to understand that you can literally do
[05:05:17] anything and go high level. You can
[05:05:19] automate any task. So when anything
[05:05:21] happens with the trigger event, it then
[05:05:23] adds this next part. Okay, which is the
[05:05:26] action. So let's go over all the
[05:05:29] actions. So when that first event is
[05:05:31] triggered, you can create a contact. So
[05:05:33] again, we're going to go to contacts.
[05:05:36] Anything within contacts. This first bit
[05:05:38] has to do with contact. So any action
[05:05:40] with a contact. So
[05:05:43] opportunity changes, it creates a new
[05:05:44] contact called John. Okay. The the
[05:05:47] trigger the opportunity changes, it then
[05:05:49] would find a contact. So it could search
[05:05:50] and pick a contact. Um then you would
[05:05:52] have after trigger change, you'd have
[05:05:54] update a contact field. So depending on
[05:05:56] the custom fields, again, a full video
[05:05:58] on that, it would update. So would it
[05:06:00] make them, you know, whatever, you know,
[05:06:01] you can pick the the the the uh rabbit
[05:06:04] hole you want to go down with that. Add
[05:06:05] a contact tag. So once an opportunity is
[05:06:07] changed, do they have a tag that is hot
[05:06:09] lead? whatever they change. Maybe it
[05:06:12] removes a tag. So it removes hot lead
[05:06:14] because they just got sold. So they're
[05:06:16] no longer a hot lead, they're a client.
[05:06:18] Okay. Assigned to user. Remember in high
[05:06:20] level you have users. You have people
[05:06:21] that run employees. Full video on that
[05:06:23] too. This would assign them to Jim who's
[05:06:26] salespeople. So boom. Maybe it's moved
[05:06:29] from the salesperson Jim and now it's
[05:06:31] moving to Rebecca who is the customer
[05:06:34] satisfaction person. So it removes users
[05:06:36] and assigns users. You see what I'm
[05:06:37] saying? You can get so crazy with edit
[05:06:39] conversation. So in conversations tab,
[05:06:41] it can make any sort of edits and change
[05:06:43] that enable do not disturb. Maybe once
[05:06:46] they changed, you don't want to be
[05:06:47] messaging them so much because they're a
[05:06:49] client. So that adds you want to add
[05:06:51] notes. So maybe the client, you want to
[05:06:53] just add that this client in particular
[05:06:55] uh needs special lovings, whatever. You
[05:06:58] add the note, add a task. So a task
[05:07:00] needs to be completed on this client.
[05:07:02] Remember guys, this is all in contact.
[05:07:03] It would then add that copy contact
[05:07:06] premium trigger guys. you got to pay for
[05:07:08] this. But it would just duplicate a
[05:07:09] contact, delete a contact. Maybe after
[05:07:12] they move to a new stage, okay, the
[05:07:14] stage we picked in that pipeline, maybe
[05:07:16] this pipeline is weeding out a bunch of
[05:07:18] idiots and maybe you don't like them. So
[05:07:19] then you can delete the contact. Okay,
[05:07:21] you can modify and uh and
[05:07:24] modify contact engagement score. So
[05:07:26] depending on their interactions um and
[05:07:28] engagement that will change add contact
[05:07:30] followers. Okay, so any sort of Damn it,
[05:07:34] why is it doing that? And you have add
[05:07:35] contact followers. Okay, so this is
[05:07:37] basically adding users to follow up and
[05:07:39] whatnot and then remove contact
[05:07:40] followers which would be the opposite of
[05:07:42] that. Now for the really really juicy
[05:07:44] stuff, the communication side. So this
[05:07:46] is what a lot of automations are based
[05:07:48] off of. And this is basically how to um
[05:07:52] really hit your leads hard. So when that
[05:07:54] lead gets changed in that pipeline or
[05:07:56] that calendar gets updated or whatever
[05:07:57] your first event is, once they change
[05:08:00] it, then we'll send an email. So you can
[05:08:01] immediately send people emails. Guys,
[05:08:04] this these two are so important because
[05:08:06] you can literally automate anything.
[05:08:08] Like someone signs a contract, it then
[05:08:11] sends them an invoice. Like guys, I I
[05:08:13] know I'm I'm I'm repeating myself, but
[05:08:16] we need to be reminded more than we need
[05:08:17] to be taught. And I have to for some of
[05:08:19] you beginners, I want to go over this
[05:08:20] because it is so important. Every
[05:08:23] business does these things manually
[05:08:26] unless they're automated. So, you can
[05:08:27] just go in and automate. And I'm telling
[05:08:28] you right now, a lot of you guys are
[05:08:30] looking for these complicated, you know,
[05:08:32] let's do database reactivation, all this
[05:08:33] weird which is great. I I'm about
[05:08:35] it. But there's so many little
[05:08:37] automations you can do that are just
[05:08:39] these little gold bag, these dime bags.
[05:08:41] They're everywhere, bro. You can just
[05:08:43] line your pockets of cash cuz all of the
[05:08:45] businesses do this. You don't need to
[05:08:47] have the crazy, you know, advanced
[05:08:48] stuff. You can just do all the simple
[05:08:50] stuff and there's so much of it. So,
[05:08:52] when that happens, you can send them an
[05:08:53] email. When the trigger gets sequenced,
[05:08:55] you can send them a text message. Okay?
[05:08:57] And you guys, you can add as many of
[05:08:59] these as you want. You can just add, you
[05:09:00] can add, you can add. Okay, let me
[05:09:03] scroll back down.
[05:09:07] Okay, you have Slack. Okay, so Slack,
[05:09:09] the app, premium trigger. This could
[05:09:10] send a message in Slack or whatever you
[05:09:12] want to do there. Call. Okay, again, you
[05:09:14] can call them after. And guys, real
[05:09:15] quick, I'm just going to delineate this
[05:09:17] real quick. You can pick all of that
[05:09:19] further detail in here. So, what message
[05:09:21] you want to send? Remember, we went in
[05:09:22] here. Default number, default name,
[05:09:26] default email. can set that up in the
[05:09:28] automation as default so you don't have
[05:09:30] to go through and keep doing that. I
[05:09:32] just guys I want to just make this clear
[05:09:34] this video as simple as possible so I
[05:09:35] can save you time because for me I was
[05:09:37] so stupid and it took me forever to
[05:09:38] understand this. Um but check that out.
[05:09:40] So call so you can pick the call and
[05:09:42] remember just like when I went in you
[05:09:43] want to pick who's it going for. So
[05:09:45] don't just click send SMS go into it and
[05:09:48] pick which one or have it on default um
[05:09:50] so you understand exactly what's
[05:09:53] happening and it's going to the right
[05:09:54] number. Okay, voicemail sends them a
[05:09:57] voicemail once they triggers the thing.
[05:09:58] Messenger, you can DM people on
[05:10:00] Messenger. How cool is that, guys? This
[05:10:02] is huge for people to use Facebook.
[05:10:03] Instagram DM. Someone fills out a thing,
[05:10:05] it can send an Instagram team. And guys,
[05:10:06] you can stack these. So, say when a new
[05:10:10] lead books on a calendar, okay, you
[05:10:13] could, if you have their contact info
[05:10:14] all set out in contacts, you could send
[05:10:16] them an email, you could send them an
[05:10:17] SMS, you could send them a call, you
[05:10:19] could message them on Facebook, message
[05:10:20] them on Instagram. I mean, you can just
[05:10:22] blast people. Guys, this is how you
[05:10:23] automate sales businesses. Okay, manual
[05:10:26] action to SMS. So, this is moving them
[05:10:28] right to SMS to basically do a manual
[05:10:30] action which could be call, text,
[05:10:31] whatever. Manual action to call. Same
[05:10:33] exact thing. Google business profile
[05:10:35] messaging. This is no longer available
[05:10:37] as you see right here because they don't
[05:10:39] allow that anymore. Send internal
[05:10:41] notification. So guys, really important.
[05:10:43] You can pick email, uh, text, whatever.
[05:10:45] And guys, this is in the group. So, if
[05:10:46] you have users, so you have a
[05:10:48] salesperson high level, you have a VA,
[05:10:50] you're going to want this because when,
[05:10:52] and this is a really hot one. This is
[05:10:54] used a lot because if someone comes in,
[05:10:56] okay, and you know, they book a call,
[05:10:59] you want your your people in your
[05:11:01] business to also get notified. Maybe
[05:11:03] that's you, maybe it's the business
[05:11:04] owner, but you want to make sure you're
[05:11:06] using that. Send review request. When a
[05:11:08] new person comes in and and in
[05:11:10] opportunities, fills out and is a booked
[05:11:13] client, they're done. You can send them
[05:11:15] a review request and you can automate
[05:11:17] reputation management. Oo, how awesome
[05:11:19] is that? And guys, by the way, I have
[05:11:21] tons of videos on all of these things.
[05:11:24] Okay, go to my YouTube channel if you're
[05:11:26] if you're trying to figure out any of
[05:11:27] this stuff. Reputation management, you
[05:11:29] know, AI chatbots, all this stuff is
[05:11:30] already on my my uh my channel, so you
[05:11:32] can check it out if you don't know how
[05:11:33] to do it. Conversation AI plugs it right
[05:11:35] into a chatbot, huge. Okay, these things
[05:11:37] are all beta. Facebook interactive
[05:11:39] messenger. Um, I don't know how long
[05:11:41] these will be available for. Sometimes
[05:11:42] they're not, so I'm not really going to
[05:11:43] go there. WhatsApp. So if you're using
[05:11:44] WhatsApp, send them a message, do
[05:11:46] whatever. Send live chat message. Okay,
[05:11:48] so through the website chat message log
[05:11:51] external call and so be basically
[05:11:52] logging call that's not through the go
[05:11:54] high level system. Okay, appointment
[05:11:55] booking conversational AI bot. This is
[05:11:57] the new V2 AI chatbot. So this is to
[05:12:01] book calls which is much better because
[05:12:02] the other one couldn't do it. Okay,
[05:12:04] again any sort of customer service
[05:12:06] window check guys. I don't really use
[05:12:08] WhatsApp but if you do use WhatsApp
[05:12:09] these are all things you can add. Um,
[05:12:11] and then conversational AI status to
[05:12:14] basically understand that the AI chatbot
[05:12:16] can go after these people um, and
[05:12:18] understand it better. Again, guys, you
[05:12:20] can play with all of these. There's
[05:12:22] there's so many. Just figure out exactly
[05:12:24] what you need to do and then just add it
[05:12:25] real quick, too. If you're ever trying
[05:12:27] to figure this out, I think this is
[05:12:28] really good. You can always search. So,
[05:12:29] form. Oh, cool. And you see all this
[05:12:32] stuff with form email. Oh my gosh. Send
[05:12:34] email. So, always use the search box if
[05:12:37] you're ever looking. You don't have to
[05:12:38] manually go through. Search for your
[05:12:39] stuff. and sometimes they're under
[05:12:40] different names, but little quick hack
[05:12:42] to save you time. Um, make sure you go
[05:12:44] and use that. Okay, now we're on send
[05:12:47] data. Okay, so sending data. This
[05:12:49] basically will be to send data um to an
[05:12:52] external system. So, let me scroll right
[05:12:55] down here and explain what this is. For
[05:12:58] those of you who don't even know what a
[05:12:59] web hook is, this basically allows
[05:13:01] platforms to send data to each other.
[05:13:03] So, this goes outside, [snorts] okay, of
[05:13:06] high level sometimes. And this this can
[05:13:08] be great. So, custom web hooks, that
[05:13:10] could be using Zapier, sending from
[05:13:11] Walmart to Amazon. You get what I'm
[05:13:13] saying? It's it's adding that extra
[05:13:14] stuff. And guys, custom web hooks and
[05:13:16] sending Google Sheets to people. These
[05:13:18] are premium triggers. Um, just know
[05:13:20] that. But then you have internal tools.
[05:13:21] Okay. This again, this is where you get
[05:13:23] really fancy and these are really cool.
[05:13:26] So, let me go over these. Okay. Then we
[05:13:27] have if else. This is basically
[05:13:29] conditional logic on basically an
[05:13:31] automation. So, what this will do is it
[05:13:33] will segment badly from goodly. So, if
[05:13:34] they responded poorly or they said they
[05:13:35] weren't interested, it'll just weave
[05:13:37] them and put them in different places.
[05:13:38] And again, you can have a Christmas tree
[05:13:39] of automation. So, it's just going to
[05:13:41] quickly put people in the right place.
[05:13:42] Wait. This is going to be a wait block.
[05:13:45] So, wait 15 minutes before you send the
[05:13:47] next email, stuff like that. Goal event.
[05:13:48] This just triggers a workflow when the
[05:13:50] goal has been met. Whatever that goal is
[05:13:52] or whatever you want it to be, that will
[05:13:53] trigger it. Split. Okay, this is really
[05:13:55] big. I just want to show this to you
[05:13:56] really fast. This basically is this this
[05:13:59] is what I was talking about before. The
[05:14:00] yes no sequences. This is big in
[05:14:02] database reactivation. This is be used a
[05:14:04] lot when you're running big numbers
[05:14:06] because what this will do is it will
[05:14:07] send shitty leads and good leads down
[05:14:09] different paths because if you just have
[05:14:10] one straight, you know, automation,
[05:14:13] you're just going to be blasting all the
[05:14:14] same people when you want to you want to
[05:14:15] weed the uh uh the good people from the
[05:14:17] bad. And again, guys, I have full videos
[05:14:19] on reputation management. So, fret not.
[05:14:21] I will explain that more in depth. Well,
[05:14:23] let me get rid of this real quick.
[05:14:32] Okay, then you have update custom value
[05:14:34] guys. Full video on custom values. Okay,
[05:14:35] they are placeholders within high level.
[05:14:37] This is huge. This is like where the big
[05:14:39] heavy hitters come and you make a lot of
[05:14:41] money because you can update stuff
[05:14:43] across the board. So, change a number to
[05:14:46] a new number, change, you know, a new
[05:14:48] name or or you know, update contact,
[05:14:50] whatever. You can do that across the sub
[05:14:52] account. And again, I have a full video
[05:14:54] on that. If you don't understand what
[05:14:55] custom values are, go check that out cuz
[05:14:57] it's money. go to this just sends them
[05:14:58] to a different place within the
[05:15:00] automation depending on what you're
[05:15:02] trying to do. That's good for just
[05:15:03] directing people to a new page or new
[05:15:05] area. But definitely use that. So this
[05:15:07] basically date time formatter will
[05:15:08] basically format certain dates. Number
[05:15:11] formatter, same thing. Calculating
[05:15:13] numbers. Same with math operation. This
[05:15:15] is where stuff gets weird. This will
[05:15:16] calculate like equations and Um
[05:15:18] you can just add whatever you want based
[05:15:20] on opportunities. It does get a little
[05:15:23] weird there.
[05:15:25] Go back here.
[05:15:33] And that's great if you have, you know,
[05:15:34] really complex funnels built out. Set
[05:15:36] event start date. This basically
[05:15:38] triggers an event in go high level. Add
[05:15:40] to workflow. Okay. So you can add them
[05:15:41] to another automation. Guys, again,
[05:15:44] these are huge because you're going to
[05:15:46] have to build when you automate an
[05:15:48] entire business. It's going to hop from
[05:15:49] automation automation and workflow is
[05:15:51] automation if you didn't know. So
[05:15:53] that'll basically send them to another
[05:15:54] automation. Remove workflow. So removing
[05:15:57] them from a automation or however that
[05:15:58] works, whatever you want to have that
[05:15:59] set up for. Okay, we have array
[05:16:01] functions. This is just applying uh an
[05:16:03] array of functions to an array of data.
[05:16:05] Okay, this got a lot of good stuff here.
[05:16:06] Again, premium trigger. You got to pay
[05:16:08] for that one. Drip. This is just going
[05:16:10] to be sending automated messages on a
[05:16:12] certain time interval. So basically, you
[05:16:14] know, sets a certain thing. You can do
[05:16:15] this a different way by just using the
[05:16:17] wait and send email send whatever. So
[05:16:19] you can do a lot of stuff with that.
[05:16:20] It's just kind of a different way to do
[05:16:21] it. Okay. Text format that just
[05:16:23] basically formats text data within the
[05:16:24] workflow. custom code. Okay, this is
[05:16:26] beta again premium trigger. This is
[05:16:28] adding all sorts of extra code to
[05:16:30] things. Okay, CSS, JavaScript, whatever.
[05:16:32] That's some highle stuff. I don't do a
[05:16:34] lot of that. Um, but I have seen people
[05:16:35] absolutely crush with that. So, that is
[05:16:37] pretty cool. Workflow AI. So, this is
[05:16:39] basically plugging in chat GPT to chat
[05:16:41] bots and whatnot. Again, premium ch uh
[05:16:43] trigger and whatnot. Eliza AI
[05:16:46] appointment booking. So, you can do
[05:16:47] stuff with AI chatbots or the Eliza um
[05:16:50] bot and whatnot. Um, again, the Eliz bot
[05:16:54] helps message leads and does a bunch of
[05:16:56] other kind of stuff. Um, again, I use AI
[05:16:59] chat bots is a little different. Um, but
[05:17:01] again, I think a lot of this stuff's
[05:17:02] going to go away. So, shit's kind of
[05:17:03] getting weird here. Um, appointments
[05:17:05] though. Okay, we have appointment
[05:17:06] status. Again, remember guys,
[05:17:07] appointments that is
[05:17:12] okay. Then we have appointments and
[05:17:14] again guys, appointments is calendars.
[05:17:16] It's everything to do with calendars.
[05:17:18] Okay. Appointment update status. So it
[05:17:20] changes it generates a onetime booking
[05:17:21] link to send to them opportunities.
[05:17:23] Okay, remember this is you come right in
[05:17:25] here. This will be opportunities. So all
[05:17:27] of your lead management. Okay, so that
[05:17:29] will create or update an opportunity
[05:17:31] depending on what you're doing. It will
[05:17:32] remove an opportunity, take it away.
[05:17:34] Payments. Okay. Stripe onetime change.
[05:17:36] Again, it can it can or one time charge.
[05:17:38] So it sends them one invoice, you know,
[05:17:40] uh depending on like a onetime fee. Send
[05:17:43] invoice. This could be an array of
[05:17:44] different invoices. Remember, you can
[05:17:45] click in these and you can pick. Okay.
[05:17:48] Okay. And depending on what user you can
[05:17:49] get really, really good with that. Let's
[05:17:52] get back to this.
[05:17:55] Okay. Send estimate. Again, high level
[05:17:57] is this new thing in high level come to
[05:17:58] payments estimates. Really cool new
[05:18:00] feature. You can basically send an
[05:18:02] estimate and then you can send documents
[05:18:04] and contracts. This is huge. So remember
[05:18:05] before in trigger someone signs a
[05:18:07] document. So they sign the contract,
[05:18:09] they're ready to go. What do most people
[05:18:11] do? They send an invoice. So when they
[05:18:13] sign the contract, you can create an
[05:18:14] automation for a local business where it
[05:18:16] then sends them invoices. It then sends
[05:18:18] them, you know, Stripe billing things. I
[05:18:20] mean, guys, you can do so much with
[05:18:23] this. And this is so cool because once
[05:18:25] you automate this stuff, these are all
[05:18:27] tasks people do. I know I keep saying
[05:18:28] this, but none of you guys are doing it.
[05:18:30] You can automate so many tasks. And so
[05:18:32] pretty much everyone collects money,
[05:18:34] okay? Unless they're getting paid in
[05:18:36] seashells, which isn't really happening.
[05:18:38] Um, but you have all of that really
[05:18:40] really good stuff which a lot of people
[05:18:41] I think it's it's it's this you know
[05:18:43] what I'm going to quick tangent I
[05:18:44] promise it's only going to be 20 seconds
[05:18:46] but I just think it's important a lot of
[05:18:47] you guys again I said this earlier you
[05:18:48] guys are going for the complex
[05:18:49] automations when there was all this
[05:18:51] lowhanging fruit and high level and all
[05:18:52] these things that businesses are already
[05:18:54] doing. Okay, a lot of you guys are
[05:18:56] adding new things you don't need to add.
[05:18:57] You just can take away from them which
[05:19:00] is which is like simple stuff like
[05:19:01] sending contracts, sending invoices. You
[05:19:03] can do all of that um which is just so
[05:19:05] huge. Okay, with marketing, okay, you
[05:19:07] can add certain stuff to Google
[05:19:08] Analytics, add a Google Adwords and
[05:19:10] Google Ads. Um, Facebook adding to a
[05:19:12] custom audience. Guys, a lot of stuff
[05:19:13] has to do with Facebook ads. But guys,
[05:19:15] this could be great if you're trying to
[05:19:16] build that custom audience to put into
[05:19:18] Facebook ads to run it better. Remove
[05:19:19] from custom audience. Okay, then
[05:19:21] conversion API more stuff to do with
[05:19:22] Facebook ads. But again, for a lot of
[05:19:24] you guys doing marketing, this will be
[05:19:25] huge. Um, affiliate, okay, add to an
[05:19:28] affiliate manager. So, if a new
[05:19:30] affiliate gets, you know, added in the
[05:19:32] trigger, okay, it will add the affiliate
[05:19:34] manager. it will update the affiliate,
[05:19:35] maybe change it, add to an affiliate
[05:19:36] campaign, remove from an affiliate
[05:19:38] campaign, add uh leads under one
[05:19:41] affiliate. So, you know, plug it into
[05:19:42] that and then add manual sales for an
[05:19:44] affiliate. So, basically, if someone
[05:19:46] didn't get attribute, you can add it so
[05:19:48] they do get a tribute um and whatnot.
[05:19:50] Then you have courses. So, when someone
[05:19:51] grants an offer in here, it'll grant
[05:19:54] course offer, revoke course offer. So,
[05:19:55] depending on what you're doing, I know
[05:19:56] we had triggers that were that someone
[05:19:58] joins, maybe it needs to take them away
[05:20:00] after a little bit. You get what I'm
[05:20:01] saying? It's just unlimited
[05:20:03] possibilities here. Um, okay. Now, we
[05:20:05] have IVR again, interactive voice
[05:20:07] response. Okay. So, you have to, you
[05:20:09] know, some of it says beta, it's adding,
[05:20:11] but you basically can get, you know,
[05:20:12] stuff on the call, say play message, you
[05:20:15] know, stuff like that. Connect to call,
[05:20:16] send them right to the call. Again,
[05:20:18] guys, one of the reasons why I'm
[05:20:19] breezing past this is so much of this
[05:20:21] stuff is going to change with the AI
[05:20:22] voice bots. Like, it's it's it's kind of
[05:20:24] a dying thing. Like, we won't need like,
[05:20:26] "Hello, how are you today?" Like, we can
[05:20:27] just straight up give them an AI voice
[05:20:29] bot. um which is huge communities guys
[05:20:32] big big thing on those who are running
[05:20:33] communities there will be so many new
[05:20:35] things you can add here soon I talked to
[05:20:37] the develop mean at go high level live
[05:20:38] they're adding a lot of stuff so make
[05:20:40] sure you check that out so you can grant
[05:20:42] course access okay so or group access
[05:20:44] excuse me so when someone fills out a
[05:20:47] form it then sends them a link to your
[05:20:49] group um it can take away access
[05:20:50] depending on that um it can grant
[05:20:52] private channel access so remember those
[05:20:54] special channels you can add that um you
[05:20:56] can revoke so take away from a channel
[05:20:58] guys remember I have full videos on all
[05:21:00] this stuff. That's why I was briefing
[05:21:01] through this because there's all kinds
[05:21:02] of stuff in high level that you can do,
[05:21:04] you can add um and and it's, you know,
[05:21:08] little granular things that I talk about
[05:21:09] otherwise my channel. I'm not going to
[05:21:10] go over this because this video will be
[05:21:11] like three hours long. Grant community
[05:21:13] group leaderboard points. Again, with
[05:21:15] communities, if someone rose in the
[05:21:16] rankings, you just add stuff. And then
[05:21:18] certificates, which is just adding said
[05:21:21] certificate if they've won an
[05:21:22] achievement or whatnot. So, that's
[05:21:24] basically all of that. I hope this makes
[05:21:26] a little bit of sense, guys. I know this
[05:21:27] was a ridiculously long video. Um, but
[05:21:29] it's just I'm trying to get your
[05:21:31] creative juices flowing that there's all
[05:21:33] these options and a lot of people think
[05:21:35] that they just need to go into recipes
[05:21:36] and maybe have some really complicated
[05:21:38] stuff, but again, there's all this
[05:21:39] lowhanging fruit that you can add. So,
[05:21:41] when I'll just quickly finish this.
[05:21:44] So, I'm just going to quickly finish
[05:21:46] this. Okay. So, when the opportunity
[05:21:48] changes, we will
[05:21:52] send email. Okay. And I'll fill that
[05:21:54] email out. Okay. We'll actually have to
[05:21:55] fill this out. We'll just do Riley.
[05:21:58] We'll do that. We'll do subject.
[05:22:04] We'll do that. We'll just do lifestyle
[05:22:07] coaching. Save action. Okay. So,
[05:22:09] anytime, okay, an opportunity changes,
[05:22:13] it's going to send them an email. And I
[05:22:14] can keep adding stuff. I can come in
[05:22:16] here and I can send them a text message.
[05:22:19] Okay. I can come in here. I can add a
[05:22:21] contact tag. I just want you guys to
[05:22:23] see, you can just keep adding stuff.
[05:22:25] Again, the easiest way to understand
[05:22:27] truly automations is first understanding
[05:22:29] what the builder can do. So, watching
[05:22:30] this video, understanding, oh, I can
[05:22:32] literally create triggers and and
[05:22:34] actions on everything and then looking
[05:22:36] at a business. Okay, guys, this is huge,
[05:22:39] huge freebie I'm giving away here. Look
[05:22:41] at a business, a service based business,
[05:22:43] whatever. If you're confused about
[05:22:44] automations, look at all of the stuff
[05:22:46] they do. the manual actions, sending
[05:22:49] invoices, sending contracts, sending out
[05:22:51] emails, wishing people happy birthday,
[05:22:53] sending people estimates, the list goes
[05:22:55] on. There's so many things business do.
[05:22:57] Then look at them and go, "Oh, I can add
[05:23:00] a trigger that is an appointment booked
[05:23:03] and then I can send an email or I can
[05:23:04] after someone signs a contract, send
[05:23:06] them an invoice." So Jared, Tim, Tyrone,
[05:23:09] and all these guys don't have to do it.
[05:23:11] You guys see what I'm saying? You just
[05:23:14] look at a business and everything they
[05:23:16] do, all of the actions they're already
[05:23:18] doing, and then you go, I can automate
[05:23:20] this for you. And I'm telling you guys
[05:23:22] right now, there's so much cash, there's
[05:23:25] so many dollars on the table right now
[05:23:27] that you're missing out on because
[05:23:29] you're not basically doing the simple
[05:23:31] low-hanging fruit automations. And every
[05:23:34] business does this. Not every business
[05:23:35] needs to do database reactivation. It
[05:23:38] It's not something they need. it's
[05:23:39] something that' be good for them, but a
[05:23:41] lot of them need these small
[05:23:42] automations. So again, you come in here,
[05:23:46] you just go through, you pick the
[05:23:47] trigger, which is the first event,
[05:23:50] whatever triggers, and you can add a lot
[05:23:51] of these. So it could be opportune
[05:23:52] change, appointment booked, whatever.
[05:23:54] That is the thing that starts the
[05:23:56] automation. Then from there, you add all
[05:23:58] the actions, which is just what is
[05:23:59] following up on the trigger, sending
[05:24:00] emails, adding tags, adding contacts,
[05:24:03] whatever. And you can just go through
[05:24:04] all of this and you can create beautiful
[05:24:06] automations. And guys, you can automate
[05:24:08] entire businesses. And I'm telling you
[05:24:10] right now, if you can automate entire
[05:24:12] businesses and you can take away their
[05:24:13] time, give them their time back, which
[05:24:15] gives them more money in return, guys,
[05:24:17] two things will happen. Number one,
[05:24:20] okay, they'll love you and they'll pay
[05:24:22] you. And number two, you've built out a
[05:24:24] system that they can never leave. It's
[05:24:27] insurance for your agency or your
[05:24:29] business. If you set this stuff up, it's
[05:24:31] almost impossible for them to leave,
[05:24:33] which means you will be paid for
[05:24:35] freaking ever. Let that sink in. Let
[05:24:38] that sink in. Again, this video is a
[05:24:40] little bit confusing. Watch it again.
[05:24:42] Watch it three times. Do it as much as
[05:24:44] you have to. Again, you just click save
[05:24:46] and you can click publish. And again, if
[05:24:47] you want to test the workflow, you can
[05:24:49] just pick a contact um test it and then
[05:24:52] that way you can see if it's working.
[05:24:53] And I always recommend everyone do that.
[05:24:54] So, let's go into the first one, which
[05:24:56] is AI powered onboarding. So, here is
[05:24:57] the automation. And really the point of
[05:24:59] this automation is just to automate
[05:25:01] onboarding and then add an AI chatbot
[05:25:05] into it to basically have a completely
[05:25:07] hands-off experience. The thing I see
[05:25:09] with a lot of local businesses is they
[05:25:11] have no onboarding. They have no way of
[05:25:13] keeping track of what's going on. It's
[05:25:14] just a complete mess. This can be
[05:25:17] configured a couple different ways. This
[05:25:19] is the rough outline of it. But the idea
[05:25:20] is you have a basic trigger. So right
[05:25:22] here I just have form submitted or
[05:25:23] payment received. It could be document
[05:25:25] signed, client onboard, whatever. You
[05:25:27] just want to have that initial thing
[05:25:29] that has that business getting started.
[05:25:30] So, if you're using plumbers, it may be
[05:25:32] different. HVAC, it may be different.
[05:25:33] Agency, it's going to be different. All
[05:25:34] of this stuff depends on their initial
[05:25:37] sequence of them going from, you know,
[05:25:39] sold to onboarded. So, it's going to be
[05:25:41] different, but it's roughly going to be
[05:25:43] the trigger of them coming on and then
[05:25:45] an email and SMS sent to get them on the
[05:25:47] first steps. And it could be as simple
[05:25:49] as sending them a survey. It could be as
[05:25:51] simple as just saying, "Hey, if we're
[05:25:53] going to, you know, mow your lawn, make
[05:25:54] sure there's no sticks in the lawn or
[05:25:55] make sure there's no this or whatever
[05:25:57] you're doing." It's a very simple
[05:25:58] approach just to automate this. And with
[05:26:00] some businesses, if they're higher
[05:26:02] ticket, and they don't really have a big
[05:26:03] onboarding sequence, it could be as
[05:26:05] simple as sending a document, sending
[05:26:07] out a payment, and then being done and
[05:26:09] sending a thank you email. For this,
[05:26:10] it's the trigger. It's the email sent
[05:26:12] out, then it's a wait, and it's if they
[05:26:13] click the trigger link, it will then go
[05:26:15] into a pipeline and move them to sold to
[05:26:17] onboarded. And if you add an AI chatbot
[05:26:20] into this, it can basically do all of
[05:26:22] the talking back and forth if they have
[05:26:24] questions for your clients. And that's
[05:26:25] if it's a more complicated sales
[05:26:28] process. So, a lot of this just depends
[05:26:30] on the sales process. But the idea
[05:26:32] behind this is this is the rough
[05:26:33] automation that's created and you just
[05:26:35] have to slightly tweak it and you'll be
[05:26:37] good to go. And I'm telling you guys
[05:26:39] right now, one of the biggest issues I
[05:26:40] see with especially agencies and just a
[05:26:43] lot of higher ticket business in general
[05:26:44] is they have real onboarding process.
[05:26:46] Like you would be shocked like big
[05:26:47] businesses past 5 to 10 million a year
[05:26:50] like they don't have anything. It's
[05:26:51] mindblowing to me. They just don't have
[05:26:53] stuff properly placed in. And if you
[05:26:55] nail the onboarding, you keep people a
[05:26:56] lot longer. It's a lot of stats on that.
[05:26:58] Again, just to recap, you pick the
[05:26:59] trigger that happens after they're sold
[05:27:01] and you would just send them an SMS
[05:27:03] email with next steps and then hopefully
[05:27:05] you plug in a trigger link so it goes
[05:27:07] and updates in a pipeline to onboarded.
[05:27:09] So that way you keep track of who's
[05:27:10] onboarded from sold to onboarded and
[05:27:12] then AR chatbot just to answer any of
[05:27:14] their questions. This way once you plug
[05:27:17] this in, you can just let people come
[05:27:19] into the business, get sold and get
[05:27:21] onboarded and it's completely hands-off.
[05:27:22] Because one last thing I want to say
[05:27:23] that happens with a lot of people is
[05:27:24] they'll have a basic onboarding
[05:27:26] sequence, but they don't keep track of
[05:27:28] who got onboarded. So like, oh, did
[05:27:30] Jerry and Mary and Harry and Barry and
[05:27:32] all these people did they get put into
[05:27:34] onboarding? Did they not? Did they get
[05:27:35] sold? Like who talked to them? Who
[05:27:36] reached out to them? And you see this
[05:27:38] all the time with businesses. People
[05:27:39] like, "Well, I bought it and no one
[05:27:40] reached out to me for 2 days." A big
[05:27:42] gripe and complaint with a lot of people
[05:27:44] have with service-based businesses is
[05:27:46] they get something and it's so
[05:27:48] disjointed the way it starts. This can
[05:27:51] clear up all that. And you can just use
[05:27:52] a simple pipeline that's just from sold
[05:27:55] to onboarded. That way when people come
[05:27:57] into this, it segments people say, "No,
[05:27:59] okay, all of our people that just got
[05:28:00] sold are taken care of and they're happy
[05:28:01] and we can just do the work and be
[05:28:03] done." No, I actually think this is one
[05:28:04] of the most powerful for businesses
[05:28:06] because most businesses don't have any
[05:28:07] onboarding. And if they could just do
[05:28:09] this, it would save them hours worth of
[05:28:11] time. Number two on the list is AIdriven
[05:28:14] missed call text back. So, if you don't
[05:28:16] know, miss call text back is just when
[05:28:18] someone calls a business and they don't
[05:28:19] pick up and it texts them back to warm
[05:28:21] them up. This is incredibly powerful.
[05:28:23] Still, even with AI voice agents out
[05:28:25] there, it costs money. This is a cheaper
[05:28:27] way to do it. And believe it or not, a
[05:28:28] lot of the time it's easier to text
[05:28:30] people and work them like that because
[05:28:32] guess what? People aren't really like
[05:28:33] big on talking on phones, especially the
[05:28:35] younger generation. So, this is great
[05:28:37] for restaurants. Like, just amazing. So,
[05:28:39] it's very basic. You have the basic
[05:28:40] trigger that's set up. Okay, you just
[05:28:42] make sure you have all of your phone
[05:28:43] numbers plugged into lead connector. I'm
[05:28:45] assuming you're LC phone numbers
[05:28:46] connected. I'm expecting you know that.
[05:28:47] So, this is very simple. You have the
[05:28:49] trigger set up, which is pretty much
[05:28:50] already configured. You just have that
[05:28:52] slight delay. You're going to pick the
[05:28:53] exact user you want, and you can
[05:28:55] actually get rid of this if you don't
[05:28:56] want to connect it to someone. You can
[05:28:58] add a contact tag, which would just be
[05:28:59] missed call. I would definitely keep
[05:29:00] that. If you're not going to use the
[05:29:03] assigned user, you can delete both of
[05:29:04] these because you can connect it to an
[05:29:06] AI chatbot and that's where the AI
[05:29:07] driven part will just take care of that.
[05:29:09] But really, it's just the mis call comes
[05:29:11] in a slight delay and it sends them an
[05:29:13] SMS. And it's as simple as this. It's
[05:29:15] literally as simple as that. And all you
[05:29:16] have to do is make sure you have your LC
[05:29:17] phone number to be verified and this
[05:29:19] entire thing works. Like it's that
[05:29:21] simple. So again, when people call, you
[05:29:23] just make sure you have the proper phone
[05:29:24] number set up. You come in here, you
[05:29:26] have the slight delay. If you're going
[05:29:27] to be using employees to do this, you
[05:29:29] can assign them. If not, get rid of all
[05:29:31] of these because these are just internal
[05:29:32] notifications to tell them that they
[05:29:34] just to let them know that this
[05:29:35] happened. But what I recommend you do is
[05:29:37] you come in, you set up the trigger, you
[05:29:39] leave the SMS, and then you hook up an
[05:29:41] AI chatbot to SMS that will be there if
[05:29:43] they have any other questions to sell
[05:29:45] them on other things. Because a lot of
[05:29:46] times, especially for restaurants,
[05:29:47] people like, "Well, I wanted to do this.
[05:29:48] I want to order a pizza. I wanted to go
[05:29:50] buy this or whatever." It can walk them
[05:29:52] back through process. Here's the menu.
[05:29:53] Buy this. Buy this. And you'll make way
[05:29:55] more money. Guys, miss call text back
[05:29:57] with the AI chatbot changes it to like a
[05:30:00] whole new level. It makes it so much
[05:30:02] more valuable. And the best part is this
[05:30:04] automation is already set up for you
[05:30:05] down below in that snapshot. So like
[05:30:07] there isn't a lot of work. All you got
[05:30:08] to do is get the snapshot, plug it into
[05:30:10] your sub account, and then really just
[05:30:12] change out those two parts and you're
[05:30:13] done. Obviously, you need to be H2P
[05:30:15] verified to send texts, but it's as
[05:30:17] simple as that. Like that's all you have
[05:30:19] to do, and then you're done. Okay? Okay.
[05:30:21] And I highly recommend if you get this
[05:30:23] to set up the AI chatbot because if
[05:30:25] you're doing stuff for restaurants and
[05:30:26] repeat recurring businesses, the AI
[05:30:28] chatbot can do nasty things. It can also
[05:30:30] send review requests if they buy. So
[05:30:32] boom, reputation management mixed in. So
[05:30:34] that is missed call text back AIdriven
[05:30:36] version. So now we have probably the
[05:30:37] most powerful out of these, the
[05:30:38] automated reputation management. Look
[05:30:41] how big this automation is. This is a
[05:30:43] huge automation. And what this can do is
[05:30:45] this can fully automate reputation
[05:30:47] management. It is insane. This is the
[05:30:49] most advanced reputation management
[05:30:50] automation I have seen and it's just
[05:30:52] mind-blowing. It'll save you so much
[05:30:54] time, make you look awesome, and keep
[05:30:55] your clients paying you. This is
[05:30:57] actually not part of that folder. That's
[05:30:58] why earlier I said the other one's in
[05:30:59] another sub account. You have to be my
[05:31:01] affiliate to get this just because this
[05:31:02] is so valuable and I don't want you
[05:31:04] becoming competition with my other
[05:31:05] students using reputation management.
[05:31:07] So, this you just got to be my affiliate
[05:31:08] to get. But this automation is just it's
[05:31:10] insane. I mean, I have not seen
[05:31:12] something this indepth and this powerful
[05:31:14] because it can actually automate
[05:31:15] reputation management. And the way it
[05:31:16] works is once the triggers happen, it
[05:31:18] will send them review requests via
[05:31:20] trigger links and all these other things
[05:31:21] we have set up to basically weed out
[05:31:23] people that said yes and left a review,
[05:31:25] no, left review. And what it does is it
[05:31:27] takes the people that left the reviews,
[05:31:29] okay? Moves them out of the workflow.
[05:31:30] So, it gets rid of them. The people that
[05:31:32] didn't, it keeps messaging them. That
[05:31:33] way, you're not messaging the same
[05:31:35] people for reviews. I see this all the
[05:31:37] time. See, remove from workflow keeps
[05:31:39] going into these, you know, weight
[05:31:40] sequences, bridging and taking people
[05:31:42] out. I mean, it'll save you so much time
[05:31:43] because a lot of you guys are sending
[05:31:45] out review campaigns trying to do this,
[05:31:46] trying to do that. This can get rid of
[05:31:47] all of that. They can just stack reviews
[05:31:49] on autopilot. And the big part, too, is
[05:31:51] having people removed from the workflow
[05:31:54] if they left a review. So many people
[05:31:55] will keep messaging the same people,
[05:31:57] hey, can I have a review? Hey, can I
[05:31:58] have a review? They already left a
[05:31:59] review. And this takes care of all of
[05:32:01] that. So again, to get this, you just
[05:32:02] got to be my affiliate. It's completely
[05:32:03] free if you're my affiliate, but go
[05:32:04] check that out because this will change
[05:32:06] your reputation management game 100%. So
[05:32:09] number four is database reactivation and
[05:32:11] all time. and go highle classic. So if
[05:32:13] you don't know, database reactivation is
[05:32:14] where you take a list, email, SMS,
[05:32:16] WhatsApp, whatever, and you run it
[05:32:18] through an automation where it will just
[05:32:20] send them an offer and then segment them
[05:32:21] from yes or no and basically just sell
[05:32:23] people on autopilot. It reactivates an
[05:32:26] old list or an existing list or a
[05:32:27] specific offer and it is incredibly
[05:32:29] powerful. I'm not going super in-depth
[05:32:31] on how to change it because I'm assuming
[05:32:32] you understand automations. That's why
[05:32:34] this video is a little more advanced.
[05:32:35] But I will let you know at the end of
[05:32:36] this video, I'm going to link a video
[05:32:38] that is a complete go highle automations
[05:32:40] tutorial. That way you can completely
[05:32:42] get this if you're a beginner. I'm not
[05:32:43] going into the every nuts and bolts of
[05:32:44] like change this, change this because
[05:32:46] I'm expecting you know this because this
[05:32:47] is a little more advanced video, but
[05:32:48] please watch the video at the end if
[05:32:50] you're a complete novice cuz then this
[05:32:51] will make more sense to you. Cuz what
[05:32:53] happens with a lot of this is people
[05:32:55] will start talking back, especially
[05:32:57] through SMS. And people just go yes, no,
[05:32:59] and it sends these automated sequences
[05:33:00] and people just get pissed off like no,
[05:33:02] no, no, I wanted to talk. I wanted
[05:33:03] what's up with the offer. When you take
[05:33:05] this, I really recommend you plug in AI
[05:33:08] chatbot to this because it will make it
[05:33:09] work so much better. Hence, AIdriven
[05:33:12] database reactivation. And what I have
[05:33:14] noticed when using AI chatbots with
[05:33:16] database reactivation, you close and
[05:33:18] sell way more people because a lot of
[05:33:20] people will have questions. They're
[05:33:22] like, "Wait, is this happening right
[05:33:23] now? Okay, now do this. Now do that."
[05:33:25] And I have this set up so that if they
[05:33:26] say yes, if they do this, it'll send
[05:33:27] them next steps, but oftent times that's
[05:33:29] not enough. It may send them my calendar
[05:33:30] and they'll be like, "Hey, I actually
[05:33:31] want this. I actually want that." and
[05:33:32] the AI chatbot will take care of all
[05:33:34] that. So, it's fully automated. I've not
[05:33:36] only seen this in my database
[05:33:37] reactivation campaigns, I've looked over
[05:33:38] others and big thing I see is a lot of
[05:33:40] people will start talking back and they
[05:33:43] don't get a response and they're like
[05:33:44] leads that are activated but they're
[05:33:46] like not quite sure what's going on. So,
[05:33:48] that's why I highly recommend you just
[05:33:49] plug this in and again, this will just
[05:33:51] start answering messages when they come
[05:33:52] in. So, you have nothing to worry about.
[05:33:53] But this is really simple. Last thing I
[05:33:55] want to show you with database
[05:33:56] reactivation is there's really three
[05:33:57] different kinds. Okay, there is SMS,
[05:34:00] email. You can plug email in. And then
[05:34:03] the really awesome one too is WhatsApp.
[05:34:06] And you can do those three different
[05:34:07] kinds of data. Reactivation campaigns.
[05:34:09] You can plug them all in one, which
[05:34:10] would be a little weird, but there is
[05:34:11] three different kinds. And to switch
[05:34:12] this out, you would just click delete.
[05:34:14] You delete the action and then plug in
[05:34:17] email or WhatsApp. And you do that same
[05:34:19] thing for changing all of these. It's
[05:34:21] that simple. That way, you can have
[05:34:24] three different ways to reactivate three
[05:34:25] different kinds of lists. And if you're
[05:34:27] confused at all, like, okay, I have this
[05:34:28] offer. How do I build out all of these?
[05:34:30] You can come into Chad GBT and just ask
[05:34:32] it to generate, okay, three different
[05:34:34] follow-ups for this offer for your
[05:34:36] database reactivation campaign. You can
[05:34:38] just ask it that and it will print those
[05:34:39] out for you. That way, you can come in
[05:34:41] and plug this in. Whether it be
[05:34:42] WhatsApp, text message, email, it's got
[05:34:45] you covered. So, just know if you're a
[05:34:47] little bit confused on this process and
[05:34:48] you're like, well, how do I plug in the
[05:34:49] offers? Just use chatbt, Grock, AI,
[05:34:51] Gemini, Claude to plug this in and it
[05:34:54] will help you so, so much. But I'm
[05:34:55] telling you guys right now, database
[05:34:57] reactivation still is so powerful if you
[05:35:00] do it right. So many people are lazy.
[05:35:02] They do the bare minimum. They just slap
[05:35:03] stuff in and they don't properly use GBT
[05:35:05] and then they run it and they complain
[05:35:06] that it doesn't work. If you have a good
[05:35:08] list and you plug in the right offer
[05:35:10] with the right sequence with an AI
[05:35:11] chatbot, you will absolutely make your
[05:35:13] clients money or you money. Like
[05:35:15] guaranteed. You just have to take a
[05:35:17] little bit of time and do it. And
[05:35:18] remember, there are three different
[05:35:20] types of database reactivation on high
[05:35:22] level so far, which is WhatsApp, email,
[05:35:24] and text message. So, make sure that if
[05:35:26] you're doing one of those, you just
[05:35:27] switch out all of these and you are good
[05:35:29] to go. So, last but not least is the
[05:35:31] Facebook Insta comment to client
[05:35:33] automation. Okay, so these are both very
[05:35:35] similar. The Insta comment and Facebook
[05:35:37] comment. Basically, the way these work
[05:35:38] is when someone comments on a post, it
[05:35:40] will then like their comment, respond to
[05:35:42] their comment, and then send them a DM.
[05:35:45] And you have all kinds of different like
[05:35:46] buttons you can plug in here and simple
[05:35:48] stuff. But the big key then, especially
[05:35:50] for people that have high volume, it is
[05:35:52] very much recommended to set up an AI
[05:35:54] chatbot. You can almost completely
[05:35:56] automate their Facebook or InstaDM
[05:36:00] process, which is huge. So, if you're
[05:36:02] working with a coach or someone that has
[05:36:04] a lot of volume, hair salons, a big one,
[05:36:07] just to let you know, same with barber
[05:36:08] shops, where they get a lot of DMs on,
[05:36:11] you know, Facebook or Instagram. I know
[05:36:12] Instagram is a big one. You can
[05:36:13] technically set this up very simply,
[05:36:16] have it respond to the comment you want,
[05:36:17] and then have the AI chatbot just sell
[05:36:21] every single person on autopilot. It is
[05:36:24] insane and it is so so simple to do.
[05:36:27] This is why this can be so powerful if
[05:36:29] it's AIdriven. Again, I know I'm not
[05:36:32] going into the little nuts and bolts of
[05:36:33] all like you click this to set this up,
[05:36:35] click this set up, cuz like I said
[05:36:36] before, I'm expecting you understand
[05:36:38] automations. And if you don't, I will be
[05:36:40] linking a video at the end of this video
[05:36:41] that goes into automations. So, you do.
[05:36:43] This is a higher level video. And I'm
[05:36:45] just expecting you to know these things.
[05:36:47] But really, with this, the key is is to
[05:36:49] set this up for people to have high DM
[05:36:51] to comment volume. This is not going to
[05:36:53] work if you have a dead social media
[05:36:55] profile. Like, not going to work. But
[05:36:56] the good news is is there's a lot of
[05:36:58] coaches, course creators, content
[05:37:00] creators, and these guys that have an
[05:37:02] absurd amount of comments, guys. It's a
[05:37:04] whole new pool you can tap into. And
[05:37:05] once you set this up, you're done. It's
[05:37:07] like so easy. It responds to the
[05:37:08] comment. It sends them a DM. It warms
[05:37:10] them up. And then you add the chatbot in
[05:37:12] and everything is automated. A to Z,
[05:37:15] hands off. You look like you're doing a
[05:37:16] lot of work. They'll pay you every
[05:37:18] month. Simple as that. I mean, it
[05:37:19] doesn't get any easier than that. So
[05:37:22] that's why I recommend if you have
[05:37:23] someone with high volume, you absolutely
[05:37:26] use these. Especially for influencers,
[05:37:27] social media people, content creators,
[05:37:29] anyone in that space, personal trainers,
[05:37:31] that's a big one right there. I know a
[05:37:33] lot of you guys go after them. This is
[05:37:34] your bread and butter. This will make
[05:37:36] you money, especially if you add the ad
[05:37:37] chatbot. It's very little work for you
[05:37:39] once you get it set up and then it's
[05:37:40] just game over. So these three will
[05:37:42] really work amazingly for any
[05:37:44] servicebased business. Now they can work
[05:37:46] for any business, but they are
[05:37:47] especially powerful for service-based
[05:37:49] business owners. So, the first one in
[05:37:51] this list is AI lead nurturing and
[05:37:55] selling. And you can sell this for 300
[05:37:57] per month and go all the way past 2,000
[05:38:00] plus a month. You can really go up or
[05:38:02] down with this one. Because of people's
[05:38:04] complicated sales processes, this can be
[05:38:06] very simple and again, that's why it's
[05:38:07] 300 a month or it can be very complex
[05:38:09] and go all the way past $2,000 plus
[05:38:12] dollars every single month. So, this
[05:38:13] automation has a ton of money behind it.
[05:38:16] Let's check it out right now. So, we're
[05:38:17] going to come right into your go high
[05:38:18] level dashboard, go right down to
[05:38:19] automations, and we're going to click
[05:38:20] create workflow, and we're going to
[05:38:21] start from scratch. Okay. So, first
[05:38:24] thing we're going to want to do is name
[05:38:26] this AI lead nurturing or whatever you
[05:38:29] want to put, you know, in there.
[05:38:31] Whatever your sales process is called,
[05:38:33] you're just going to plug that in right
[05:38:34] there. So, the first thing you're going
[05:38:35] to want to do is start with a trigger.
[05:38:37] So, this could be new contact, this
[05:38:39] could be form submitted, whatever the
[05:38:41] trigger is, that initial thing that
[05:38:43] brings a lead in. So, we're going to do
[05:38:45] form submitted. Again, this can be
[05:38:48] whatever your sales process new form is.
[05:38:50] We're just going to pick a random form.
[05:38:51] Okay. Again, you would plug in the form
[05:38:53] you need. And again, it just depends on
[05:38:54] what trigger you have. This could be
[05:38:56] multiple different things. You know,
[05:38:57] contact changed, opportunity change. I'm
[05:38:59] just giving you a basic rough one.
[05:39:01] Again, drop a comment down below if
[05:39:02] you're confused on all this because
[05:39:03] there's just so many different sales
[05:39:05] processes. But the whole point is once
[05:39:06] they submit that trigger, you want to
[05:39:09] send them, okay, let's say a basic SMS.
[05:39:12] So, hello. Well, again, you'd put in
[05:39:14] exactly what you want. Again, I'm not
[05:39:15] going to be going full into the
[05:39:16] strategy. That's in other videos I have
[05:39:17] on my channel, so go check them out. But
[05:39:18] the whole goal is you'd send them an
[05:39:20] email and an SMS, and immediately the
[05:39:23] chatbot will kick in to their response.
[05:39:25] And what I recommend you do is you go
[05:39:27] right into your setting, go to
[05:39:29] conversational AI, and create a sales
[05:39:32] chatbot. Do not mix chat bots. You want
[05:39:34] to keep it segmented because if you're
[05:39:37] doing an onboarding chatbot and then you
[05:39:38] have a sales bot in the same bot, it's
[05:39:40] going to get confused. Now maybe in the
[05:39:42] future it'll be way better and
[05:39:43] understand everything like a full AI
[05:39:45] agent but right now it's not there. So I
[05:39:47] recommend you do is whatever your
[05:39:48] triggers again form submitted contact
[05:39:49] change whatever that initial thing that
[05:39:50] brings a lead in immediately have that
[05:39:52] SMS followup or you know email follow
[05:39:55] something just to ping them and then
[05:39:56] immediately have it connect to the AI
[05:39:58] chatbot and all you have to do then is
[05:40:00] train the AI chatbot to be
[05:40:02] salesoriented. So to know exactly you
[05:40:04] know objections to send the invoice the
[05:40:06] whole nine yards. By the way, I have
[05:40:08] full videos on, you know, automations
[05:40:10] and AI chat bots on my channel. Please
[05:40:12] go check them out and we'll go more in
[05:40:13] depth on that. Um, in the sake of this
[05:40:15] video, I'm just showing you strategy.
[05:40:16] But this automation can be this short.
[05:40:19] It can be so simple. It can just be a
[05:40:20] trigger and then you send the SMS or
[05:40:22] email or WhatsApp, whatever you want to
[05:40:23] use with your chatbot. And from there,
[05:40:26] it's going to just go ham. So, as
[05:40:28] opposed to having to build out this
[05:40:30] intricate, very complex automation, you
[05:40:33] can just start it and hand it off to the
[05:40:35] chatbot. This is kind of what we're
[05:40:36] seeing now. If you mix AI and
[05:40:38] automations, it's unbelievably powerful
[05:40:40] because a lot of people have, you know,
[05:40:42] then wait 10 minutes and then, you know,
[05:40:43] send it another SMS and massive
[05:40:45] automation build out. If you just want
[05:40:47] to skip all that work, all that BS, pick
[05:40:49] a basic trigger, send the SMS, email,
[05:40:51] WhatsApp, whatever your contact, you
[05:40:53] know, way is, and then hand it off right
[05:40:54] to the chatbot, and the chatbot can do
[05:40:56] follow-ups and all these other things.
[05:40:58] So, from there, you have a very simple
[05:40:59] automation, and then you're done. So,
[05:41:00] the heavy emphasis in this automation
[05:41:02] really is training the chatbot properly.
[05:41:04] Please go to my channel and watch the
[05:41:06] full conversational AI chat box. I go
[05:41:08] over sales and all these other things
[05:41:09] with it. This isn't that video, but I'm
[05:41:10] just showing you the example because it
[05:41:12] can be this simple. It doesn't need to
[05:41:14] be a big automation. You just need to
[05:41:16] immediately hand it off to the AI
[05:41:18] chatbot. And you can do a little more
[05:41:20] stuff here. You know, add a tag and
[05:41:21] other stuff, but the AI chatbot will do
[05:41:22] all the heavy lifting. So, this is an
[05:41:24] incredibly powerful automation because
[05:41:26] you can set up every trigger in the
[05:41:27] business. You know, that would be form
[05:41:29] submitted, new lead, all of the things
[05:41:30] in the business. You just set up those
[05:41:32] triggers and then immediately have it
[05:41:33] just handed off to the AI chatbot and
[05:41:35] you will close so many people. That's
[05:41:38] why this is worth upwards of $2,000 a
[05:41:40] month because depending on how
[05:41:40] complicated the sales process, the
[05:41:42] triggers, you just get that AI chatbot,
[05:41:44] you train it properly, you hand it off,
[05:41:46] you're golden. I mean, you guys probably
[05:41:47] thought I was going to go into a really
[05:41:48] complicated automation. This is very
[05:41:50] simple. Please, if you're confused at
[05:41:51] all, drop a comment down below and I
[05:41:52] will answer it. So, we're just going to
[05:41:53] get right to it and I'm just going to
[05:41:55] break down what these three methods are
[05:41:56] and how this works. So, we're going to
[05:41:58] come right down to the automation
[05:41:59] builder, but here's the thing. There's
[05:42:00] three different parts to this and a lot
[05:42:02] of people don't get this. They think
[05:42:03] it's just the automation builder, but
[05:42:04] there's really three different kinds of
[05:42:06] the automation builder. So, first up, we
[05:42:08] have the basic automation builder, which
[05:42:10] I will be explaining first. Then what we
[05:42:11] have is we have the advanced builder.
[05:42:14] So, this is basically for you to save
[05:42:16] time with special workflow keys. It goes
[05:42:18] way more in depth. You can have multiple
[05:42:19] triggers, all kinds of other stuff to
[05:42:21] really take what you have and bring it
[05:42:22] to the next level. Like this is like
[05:42:24] NAND level like really high-end
[05:42:26] automation. And once you understand both
[05:42:28] the advanced and the regular and you
[05:42:30] have that foundation, we then move on to
[05:42:32] the last, which is building automation
[05:42:35] with AI. Now, we do this last because if
[05:42:38] you don't understand these other two,
[05:42:40] you'll build really bad automation with
[05:42:42] AI because the AI can only do what you
[05:42:43] tell it to do. And if you don't
[05:42:44] understand it, you're just going to have
[05:42:46] it do random stuff. But once you have
[05:42:47] the foundation in place, AI basically
[05:42:50] triples, quadruples to whatever X you
[05:42:52] can think of your workflow. So, it's
[05:42:54] going to enhance you that much more once
[05:42:56] you understand exactly what you're
[05:42:57] doing. And in this video, I'm going to
[05:42:59] be going through all three of these. So,
[05:43:00] you have that solid foundation. So, the
[05:43:03] first step is going over the regular
[05:43:05] automation builder. So, if you come to
[05:43:06] automation, it'll look like this. If you
[05:43:07] don't have any automations, you can
[05:43:08] either click continue or you can create
[05:43:10] a workflow, okay, from a template or
[05:43:13] from scratch. So, here's the thing. In
[05:43:14] the regular automation builder, there's
[05:43:16] a couple key things you need to
[05:43:17] understand and this is really, really
[05:43:19] important. And that is the building
[05:43:21] blocks of automation. So I'm going to
[05:43:23] break this down as simply as possible.
[05:43:24] So in every single automation, it starts
[05:43:27] with a trigger and then has actions. So
[05:43:29] if we click add trigger, think of this
[05:43:31] as the first sequence of events. It is
[05:43:33] the first thing that happens. Something
[05:43:34] has to be triggered. So when we click
[05:43:36] trigger, we can pick from any of these
[05:43:39] options as you see down here. You can
[05:43:41] search just like this to have the
[05:43:43] trigger. So this is going to be the
[05:43:44] first event that triggers the
[05:43:47] automation. If you don't even know what
[05:43:48] automation is, it is just automating
[05:43:49] repetitive tasks. So let me show you. So
[05:43:51] if someone comes in and they submit a
[05:43:53] form let's say and we pick form is and
[05:43:56] we click save trigger. Okay. When
[05:43:58] someone submits your form of choosing it
[05:44:00] could then send them an email. It could
[05:44:02] then submit text and that is an action.
[05:44:03] So again the trigger is the starting
[05:44:05] point. That's what you have to think.
[05:44:06] Everything starts with a trigger. So you
[05:44:08] just come in and you pick exactly how
[05:44:09] you want your automation to start
[05:44:11] because once any of these things happen
[05:44:12] and you can scroll down and see all of
[05:44:14] these. By the way guys, at the end of
[05:44:15] this video, I'll be linking a massive
[05:44:17] tutorial that goes over every single one
[05:44:19] of these so you get like a really
[05:44:20] in-depth view. This is more of a
[05:44:22] strategy video, but that video will
[05:44:23] cover every single button so you make
[05:44:25] sense. But don't worry, that's at the
[05:44:26] end of this video. But that's what the
[05:44:27] trigger is. It is the opening sequence.
[05:44:29] This is the building blocks of high
[05:44:30] level. It's the trigger. Then really
[05:44:32] importantly, you then have the action
[05:44:35] and this is what comes after. And this
[05:44:36] is multiple. So if we come down here and
[05:44:38] we click this plus button, we can have
[05:44:39] any action added. So, we could have it
[05:44:41] create a contact. We could have it send
[05:44:43] an email, send an SMS, call, web hooks.
[05:44:46] I mean, you name it. You can scroll
[05:44:47] right down. You can see all the things
[05:44:49] it can do. So, this is really, really
[05:44:51] important because what this does, okay,
[05:44:53] is this will send out the next sequence?
[05:44:56] Okay, really important. So, once you
[05:44:58] find your trigger, okay, when a form
[05:44:59] submitted, how do you want to go down?
[05:45:00] Do you want to send them an email? And
[05:45:02] then from there, do you want to have it
[05:45:04] wait? So, we then click wait. So, let's
[05:45:06] say we want it to wait for 1 minute. and
[05:45:09] then do we want it to send them an SMS?
[05:45:11] You see what I'm saying? You can build
[05:45:12] out a whole sequence very simply off the
[05:45:14] triggers and action. So that is the
[05:45:16] building block of this entire thing.
[05:45:18] That's all the way the automations work
[05:45:19] and you have to understand that. And
[05:45:21] again, all of this stuff on the side is
[05:45:23] just basic stuff like looking at your
[05:45:24] stats, your notes, you can zoom in, out,
[05:45:27] okay, you publish it. This means make it
[05:45:29] live and save it just like that. I
[05:45:30] always recommend you test. It's very
[05:45:32] simple. Just like that. One thing I
[05:45:33] would recommend, a little pro tip before
[05:45:35] we move into the next thing, if you come
[05:45:36] into settings, you can put the default
[05:45:38] name and the number in here, which I
[05:45:39] recommend you do because then you won't
[05:45:41] have to manually put that in to the
[05:45:43] email. Like when you come in here and
[05:45:44] you're like, "Oh, what email?" It'll
[05:45:46] just automatically have it. So, that's a
[05:45:47] little pro tip. But that is the basic
[05:45:49] automation builder. That's all it is.
[05:45:50] You pick your trigger, okay? And then
[05:45:52] you pick your actions and you just add
[05:45:54] them just like I did right there. Very
[05:45:56] simple. And then from there, you build
[05:45:58] out your first automation. We then move
[05:46:01] on to what's called the advanced
[05:46:02] builder. So this is more like NAT if you
[05:46:04] don't know what that is. It's an
[05:46:05] advanced automation software. This is
[05:46:07] where you can get really powerful. And
[05:46:09] the reason being is for a couple things.
[05:46:10] Number one, you can have tons of
[05:46:12] triggers, as many as you want. And you
[05:46:14] just click it and drop it. Whereas the
[05:46:16] other one, it doesn't have drag and
[05:46:17] drop. And this is a much different sort
[05:46:19] of feel than the other one. So you can
[05:46:21] you go like this. You can move it
[05:46:22] around. It has like a much more chained
[05:46:24] out. You can zoom out to see just how
[05:46:26] big this is. So you can see it is quite
[05:46:28] large and it goes out and it has all
[05:46:30] kinds of other stuff especially like
[05:46:31] this keyboard shortcuts which is where
[05:46:33] you go in and you can click certain keys
[05:46:35] like shift commands s and it's going to
[05:46:38] do stats view and you can click these
[05:46:40] certain buttons and get hot keys which
[05:46:42] is essentially what they're called other
[05:46:43] softwares but they're keyboard shortcuts
[05:46:44] and you can click certain things and it
[05:46:46] make you move faster. So you're like
[05:46:47] clicking and clicking this and this. So
[05:46:48] this is for pros this is way more
[05:46:50] advanced and the reason this is
[05:46:51] important is when you come to the
[05:46:53] initial automation builder which is the
[05:46:54] same one we went before. This is just
[05:46:56] building your basic automation. But then
[05:46:57] you want to get this really, really
[05:46:59] intense, you would then use the advanced
[05:47:01] builder. And this is right in here. And
[05:47:02] if you don't see that, it is in labs.
[05:47:04] Don't worry, it's very easy to get to.
[05:47:06] If you have any questions on this, by
[05:47:07] the way, at all during this video, guys,
[05:47:08] drop it down below and I will give you
[05:47:10] exact guidance um on how to do this. Or
[05:47:12] if you have questions, I'll answer them.
[05:47:14] That's really important. But that is
[05:47:15] really how we're going to be doing the
[05:47:17] advanced workflow builder. It's very
[05:47:19] much like the original builder, except
[05:47:21] it's drag and drop. you move around like
[05:47:23] this because it's trying to show you at
[05:47:25] a much higher level view. And then you
[05:47:26] have obviously stuff like the keyboard
[05:47:28] shortcuts, multiple triggers, which is
[05:47:30] really big. And then basically just an
[05:47:31] easier interface to build really big
[05:47:33] automations. With the original
[05:47:34] automation builder, you're pretty much
[05:47:36] having one automation within an
[05:47:37] automation. It's one trigger as you see
[05:47:39] here. But with this, you could have
[05:47:40] multiple triggers and not just like I'm
[05:47:42] saying like connected to top, but
[05:47:44] multiple triggers to multiple actions.
[05:47:46] So you could have multiple automations
[05:47:47] within one. So that's what the advanced
[05:47:49] builder is. It is an advanced version of
[05:47:52] the original. Again, same building
[05:47:54] block, but different way of doing it.
[05:47:56] And again, guys, if you're like, "What
[05:47:58] does this button right here mean?" I go
[05:48:00] over that in the end of this video. I
[05:48:01] will link the video. It will walk you
[05:48:02] through all of that. This is going to be
[05:48:03] going over how to learn this quickly and
[05:48:05] going over the overarching principles.
[05:48:06] But if you don't know anything about
[05:48:07] automations, you're going to want to
[05:48:08] watch that video because it will take
[05:48:09] you through like ultra beginner. This is
[05:48:11] so powerful. Okay. So, now we're going
[05:48:13] to be going over is the last one, which
[05:48:15] is the AI builder. So before I show you
[05:48:17] the power of this, the reason you have
[05:48:18] to understand the advanced builder first
[05:48:21] and the regular builder first is you
[05:48:23] will end up just asking this to build
[05:48:25] you something and you won't know what it
[05:48:26] built. Okay? Because you won't
[05:48:27] understand the foundation. Understanding
[05:48:29] foundations and high level is critical.
[05:48:31] I see so many people come and they start
[05:48:33] playing with AI and they haven't really
[05:48:34] understood what high level is in general
[05:48:36] and then they build the wrong thing and
[05:48:38] then it's not as powerful as they
[05:48:39] thought and then they go, "Oh, well AI
[05:48:41] isn't that good." It's like, "No, you
[05:48:42] weren't that good with AI." What AI does
[05:48:44] is it basically takes the knowledge
[05:48:46] within you and gives you the ability to
[05:48:48] like 10x your workload. It makes you
[05:48:50] that much better. So, as I showed you
[05:48:51] before, understanding the advanced
[05:48:53] builder, okay, and the building blocks
[05:48:55] of the first, and again, if you know
[05:48:56] nothing about automation, like literally
[05:48:58] nothing, you're complete newbie, I'll
[05:48:59] have a video at the end of this video
[05:49:00] that will walk you through every little
[05:49:01] button and every little detail. But the
[05:49:03] whole concept is once you learn these
[05:49:05] two and you understand that, you then
[05:49:07] basically are good enough to move on to
[05:49:09] using AI. And from there, you're
[05:49:11] basically an automation expert. you're
[05:49:12] unstoppable because you have the
[05:49:14] building blocks and then you can have AI
[05:49:16] do all of your bidding and all of your
[05:49:17] work for you and you can just sit back
[05:49:19] and relax. So check this out. So we can
[05:49:20] come right in here. It's clicking this
[05:49:21] button right here. Build using AI and we
[05:49:23] can essentially tell it what to do. So
[05:49:25] I'm going to go please and always be
[05:49:27] nice. You know, you don't know when the
[05:49:28] robots take over. You know, you want to
[05:49:29] make sure you said please. So, please
[05:49:32] build me an automation that is an SMS
[05:49:37] and email and WhatsApp follow up on new
[05:49:42] leads from my Facebook forms. That's
[05:49:47] pretty random and pretty in-depth. Watch
[05:49:48] this. We're going to click enter and I'm
[05:49:50] going to show you just what this can
[05:49:52] create. Boom. Look at that. It just
[05:49:54] created that entire thing for me. Pretty
[05:49:56] good, right? You're like, "Wow, look how
[05:49:59] cool that was." So now AI just assisted
[05:50:01] me on building this. That is very
[05:50:03] proper. Now watch this. So we're like,
[05:50:04] okay, that was pretty cool. But now what
[05:50:06] I could do is I could build something
[05:50:07] way more in depth. So I clicked this. I
[05:50:09] was like, okay, I want something way
[05:50:10] bigger. I could click something like
[05:50:11] this. Way bigger. And I get out of
[05:50:13] myself. But welcome to the five emails
[05:50:15] 21 days exclusive member benefits. Make
[05:50:17] it Christmas promo themed. Now watch
[05:50:21] this. This is how powerful this is,
[05:50:23] guys. Once you understand this from a
[05:50:25] bird's eye view, you understand the
[05:50:27] basics. Okay, the building blocks like I
[05:50:28] talked about before. Triggers, actions,
[05:50:30] how to build basic workflows, the
[05:50:31] advanced workflow builder from a higher
[05:50:32] angle. Then you can use AI to literally
[05:50:35] triple your output, even more actually.
[05:50:38] I mean, it is insane. Boom. Look at
[05:50:41] that. Add it right in. Look at this. It
[05:50:44] adds Christmas. It added Christmas
[05:50:46] theme. It did everything, guys. You see
[05:50:47] what I'm saying? It's doing everything.
[05:50:49] It's not just building automation. It's
[05:50:50] writing the copy, the emails, the text.
[05:50:52] It does everything. And it's big. Okay?
[05:50:54] You can literally create anything once
[05:50:56] you understand this. Here's the thing.
[05:50:57] You're going to want to test it. But
[05:50:58] then what you can do too is you can ask
[05:51:00] it to change stuff. So we come in here
[05:51:01] and we go, "Okay, I like this, but
[05:51:03] actually I want this to be text
[05:51:04] messages." So we can tell AI say, "Okay,
[05:51:06] I like this, but change all the emails
[05:51:11] to SMS." And we click enter. And then
[05:51:14] what happens is it's going to go in and
[05:51:16] change all of that for us. So we don't
[05:51:18] have to do it switching it out and
[05:51:19] matching it and writing text messages
[05:51:21] instead of emails. Wow. Look at what it
[05:51:25] just did. It switched all of that out to
[05:51:28] text messages. Do you see how powerful
[05:51:29] that Now look, come in here. We click
[05:51:31] this. It has reduced them. It even wrote
[05:51:33] the text. Guys, I could sit here for
[05:51:36] like three hours talking about how
[05:51:37] powerful this is. Like this is the
[05:51:40] future. But again, to fully understand
[05:51:43] how this works, you're going to need to
[05:51:44] understand these first. And a lot of
[05:51:46] people are like, "Oh, we can just bypass
[05:51:47] that." But when you create the prompts
[05:51:49] and you ask it what to do and you want
[05:51:50] to get really in-depth and you want
[05:51:51] exactly what you want, cuz we're giving
[05:51:52] it little props. You can go way more in
[05:51:54] depth. Like you can go, I want this, I
[05:51:56] want this, I want this trigger, I want
[05:51:57] tasks added, I want this email, I want
[05:51:59] this WhatsApp. Like you can go super
[05:52:01] in-d depth, but you're going to have to
[05:52:02] fully understand the first two. And
[05:52:05] that's why at the end of this video, I
[05:52:06] link that full tutorial that goes over
[05:52:08] literally everything on the basic
[05:52:10] builder cuz once you fully in-depth
[05:52:12] understand that, you understand the
[05:52:13] advanced builder and then you can just
[05:52:15] go with AI and you can just smash out
[05:52:17] automation. So you guys are seeing how
[05:52:19] powerful this is. This is a future and
[05:52:20] when you master these three, you are an
[05:52:22] automation pro. No one can tell you
[05:52:24] because you now have the keys to the
[05:52:26] kingdom. I'm not even kidding. High
[05:52:27] Level has enabled agencies, businesses,
[05:52:30] whoever uses the software to be one man
[05:52:32] superpowers or one woman, whatever you
[05:52:34] are. Please guys, please take advantage
[05:52:37] of this cuz often times if you set up a
[05:52:39] couple good automations in a business,
[05:52:42] you can save them so much time, which if
[05:52:43] you're saving a business time, you're
[05:52:45] making them money. So to access this new
[05:52:47] builder, you're going to come right into
[05:52:48] your high level sub account and you're
[05:52:49] going to go right down to sites and it's
[05:52:52] going to be right in here. Now, if you
[05:52:54] do not see build with AI right here or
[05:52:56] build with AI right here, we have to
[05:52:58] enable it in the labs. It may already be
[05:53:00] enabled at the time of this video, but
[05:53:02] if you don't see this, what you're going
[05:53:03] to do is you're going to click this
[05:53:04] button. You're going to go back to
[05:53:05] agency view. You're going to go down to
[05:53:07] settings. You're going to click labs.
[05:53:09] You're then going to come right into sub
[05:53:11] account. And what you're going to do is
[05:53:12] you're going to just type in website.
[05:53:14] Okay? and you'll see this right here.
[05:53:16] Brand new funnel AI and website AI.
[05:53:19] Click activate features, then come back
[05:53:21] and refresh the page and you should see
[05:53:22] this right here. So, I'm just going to
[05:53:24] jump right in. I'm not going to waste
[05:53:25] any of your time. I just want to show
[05:53:26] you how awesome this is. And I'm going
[05:53:28] to tell you right now, I am blown away
[05:53:31] by this feature. I like legitimately
[05:53:34] blown away. Highle's newer features when
[05:53:36] they first come out are kind of shitty.
[05:53:38] This is awesome. So, we're going to come
[05:53:39] in either to funnel or website. I'll
[05:53:41] walk you through both. We're going to
[05:53:42] come to website. We're going to click
[05:53:43] build with AI. So in here you'll see two
[05:53:47] different options. You will have assist
[05:53:49] and build. You can also add on to
[05:53:51] websites, but we'll talk about that
[05:53:52] later. Um, but you have two different
[05:53:54] choices. And both of these are basically
[05:53:57] guided prompt builder. So this one you
[05:54:00] follow all these steps and it's going to
[05:54:02] put in the prompt for you. The builder
[05:54:03] though is you're just going to type in
[05:54:04] and have it do it from scratch. Okay.
[05:54:07] I'm going to go over both, so don't
[05:54:08] worry. But we're going to start with
[05:54:10] assist. So, the first thing we're going
[05:54:11] to do is we're going to come right in
[05:54:12] here and we're just going to do Declan's
[05:54:14] SAS assist is not as good as just build,
[05:54:16] but you'll see here in a sec. And we're
[05:54:18] going to come in here. We're going to do
[05:54:19] marketing agency. We're going to come
[05:54:20] here. We're do generate leads and we'll
[05:54:22] do small businesses. And then we'll just
[05:54:24] do discount special offer. Then what
[05:54:26] we're going to do is we're going to
[05:54:26] click customize. You can click generate
[05:54:28] right here and it will build it right
[05:54:29] off the bat for you, but we don't want
[05:54:31] that. We want to click customize. I also
[05:54:32] want to let you guys know I'm going to
[05:54:33] talk about selling this later in the
[05:54:35] video. I mean, this video is going to be
[05:54:36] amazing. So, just just keep watching cuz
[05:54:37] we're going to go over everything. Um,
[05:54:39] we're going to click English. We'll do
[05:54:40] professional. Then we can define the
[05:54:42] layout. Again, you can just generate
[05:54:43] right as is with what you have. But in
[05:54:46] here, you can pick the exact color you
[05:54:47] want, the font, the image style. Okay?
[05:54:50] Cuz remember this is building AI images,
[05:54:52] everything from scratch, the layout,
[05:54:54] then the spacing, and the borders. But
[05:54:55] what we're going to do now is we're just
[05:54:57] going to click generate so you can see
[05:54:59] the this first draft of this AI website.
[05:55:03] So, as you see here, it'll just be
[05:55:04] loading, going through all the different
[05:55:06] steps. Sometimes it literally does it in
[05:55:08] like 20 seconds, sometimes it takes 3
[05:55:09] minutes. But either way, it's still
[05:55:10] really, really fast. And I want to let
[05:55:12] you guys know while this is loading, cuz
[05:55:14] this is really important. If you guys
[05:55:15] don't have Go High Level, make sure you
[05:55:17] go right down below and you check out
[05:55:18] the 30-day free trial link I have. We
[05:55:20] have access to a ton of bonuses for you.
[05:55:22] I think you're really going to like it.
[05:55:23] Coaching calls, snapshots, everything.
[05:55:25] Free help, handholding, the whole nine
[05:55:26] yards. And it is right down there if you
[05:55:28] do not have it. So, check that out. So,
[05:55:30] when it comes to this part where it's
[05:55:31] spitting everything out really fast,
[05:55:32] that is when you are close to being done
[05:55:34] because it's generating the final parts
[05:55:35] to have your website fully ready to go.
[05:55:38] And again, this can take anywhere from
[05:55:39] 20 seconds to three to four minutes, but
[05:55:42] still it is very quick. Boom. Look at
[05:55:45] that. So, this is the first rendition of
[05:55:47] the website. It has now just generated
[05:55:49] said website. Okay, so I didn't give it
[05:55:51] a whole lot. And this is decent. Like
[05:55:53] this is pretty decent. It created
[05:55:54] everything. Okay, even the image. It's
[05:55:57] AI generating images, everything from
[05:55:59] scratch. So, like this is not bad. Okay,
[05:56:02] now just in a second when we go over the
[05:56:04] build, it's much better. But like this
[05:56:06] for a two-minute build, this is really
[05:56:08] good. Okay, and I didn't even give it
[05:56:10] that much stuff. And something really
[05:56:12] cool, too, is if we come up here and we
[05:56:14] click SEO metadata, you will see that it
[05:56:16] has pre-done the SEO metadata as well.
[05:56:19] You see how cool that is? It's done the
[05:56:21] website copy and the metadata. It's done
[05:56:22] like everything in one. Like, this is so
[05:56:25] insane. So, what we can do here is we
[05:56:27] can have it do more stuff by asking it.
[05:56:29] Again, we're going to get into this
[05:56:30] later. Or you can manually add on with
[05:56:32] the regular website builder to come in
[05:56:34] and change everything because it's the
[05:56:35] same exact builder as before. It's just
[05:56:37] AI started it. But now we're going to
[05:56:40] move on to the other one which is
[05:56:42] building from basically scratch which is
[05:56:43] like vibe coding and whatnot. So, we're
[05:56:45] going to come back. Okay, we're going to
[05:56:47] go back and we're going to click build
[05:56:49] with AI. And now what we're going to do
[05:56:51] instead of going through assist, we're
[05:56:53] going to go through building. Guys, this
[05:56:54] is amazing. Just check this out. Okay,
[05:56:55] so watch this. I want a website for
[05:57:01] Declan's SAS. I want a logo that is a
[05:57:07] big D. Calm down there. Put in header. I
[05:57:12] want background. Okay. Black. I want
[05:57:17] text white. And I want gold accents.
[05:57:24] put a lot of good pictures in of people
[05:57:30] selling deals. So, look at that. That's
[05:57:33] a lot. Okay. And I'm going to click
[05:57:35] enter. Just wait till you see it's like
[05:57:37] this is actually amazing. When I saw
[05:57:39] this, I really am being serious. I was
[05:57:41] like, "Oh no, another feature high level
[05:57:43] just rushed out." I don't think they
[05:57:45] rushed on this one because when you see
[05:57:47] what this generates with just a little
[05:57:49] texting, I mean, this is better than
[05:57:51] most of the templates and would take a
[05:57:52] couple hours to get this first thing
[05:57:54] built. No joke, guys. This is the
[05:57:57] future. And later in the video, I'm
[05:57:58] going to talk about really where I see
[05:57:59] this going with selling and all kinds of
[05:58:01] other important stuff. There's going to
[05:58:02] be some questions that open up. But
[05:58:03] first, I just want to walk you through
[05:58:05] how damn cool this is because this is a
[05:58:07] game changer. Boom. Look [laughter] at
[05:58:11] that. Look at that. That is insane. I
[05:58:15] barely gave it the right. I mean, look
[05:58:17] at this. This is a pretty nice looking
[05:58:20] website. The copy is good. Like any of
[05:58:24] the images are good. I mean, this is
[05:58:25] really good. Now, it didn't seem to take
[05:58:27] my logo part, but we're going to talk
[05:58:29] about that in a sec. But look at this.
[05:58:30] Do you guys see how powerful that is? A
[05:58:33] quick prompt in four minutes. This is
[05:58:34] better than a lot of the templates. Like
[05:58:37] that. Copy everything generated. That is
[05:58:40] really, really powerful. Like I'm I'm
[05:58:43] not even gonna lie here. I am blown away
[05:58:46] by this. No hype. Like this is this is
[05:58:49] my honest reaction. This is actually
[05:58:51] really really good. Let's actually see
[05:58:54] how this works with this stuff. Okay. So
[05:58:56] they everything needs to be linked.
[05:58:58] Okay. Okay. But still it seemed to have
[05:59:00] gone through a bunch. So now let's go
[05:59:01] through and let's add a little stuff. So
[05:59:03] here's the other cool part. Once you
[05:59:04] build this part, you can either come in
[05:59:06] right here and start tweaking it
[05:59:08] manually like this, adding in elements,
[05:59:10] or you can come right in here to the
[05:59:11] aski and we can keep asking it stuff.
[05:59:14] So, let's do please make my logo a D and
[05:59:21] put in the header and replace other
[05:59:26] logo. Okay, logo. And we're going to
[05:59:29] click enter. Okay, cuz what we want to
[05:59:30] do now, we want to see how smart is it?
[05:59:32] Like, does it know what to do? Because
[05:59:34] if it can change little things like that
[05:59:36] and we can keep changing, this is a game
[05:59:38] changer. Let me tell you, this is a game
[05:59:39] changer. Whoa. Okay. Wow. I just looked
[05:59:42] right here. Look at this. It's going
[05:59:44] through. I didn't even tell it to do
[05:59:45] that. I mean, it's going through all the
[05:59:46] stuff. Proper size, you know, make sure
[05:59:48] it pops up against the background like
[05:59:50] you're saying right here. That's insane.
[05:59:51] Even on mobile, it's editing it. So, I
[05:59:53] only asked for just a regular D. That
[05:59:55] still is insane because I could go even
[05:59:57] further and keep asking questions. So,
[05:59:58] let me go through and let's try some
[06:00:00] stuff. So let me first do I need an
[06:00:04] image of people shaking hands at the
[06:00:09] first page and have the opening text
[06:00:15] overlay it. All right, let's see what do
[06:00:18] and guys you're seeing right now. I'm
[06:00:19] just typing in stuff. I'm just asking it
[06:00:21] stuff and I want to see just how good
[06:00:23] this is because if this can do stuff
[06:00:25] across the board, if you can mix the ask
[06:00:27] AI plus manual actions, you can spin out
[06:00:30] amazing websites super quickly. But
[06:00:32] also, what I'm thinking is you could
[06:00:34] come in here, okay, because this is
[06:00:35] taking, you know, like 30 seconds to a
[06:00:36] minute to do. You could come in here,
[06:00:38] ask for a bunch of updates across
[06:00:40] website, then go do another task while
[06:00:42] AI works for you. Guys, we're entering
[06:00:44] in the realm of AI agents doing the
[06:00:46] work. This is insane. Like this is truly
[06:00:49] the future. But what you can do is have
[06:00:51] that dual task running so you can get
[06:00:52] way more done. That way your
[06:00:54] productivity is going like crazy. Wow.
[06:00:57] Look at that. It already put the image
[06:01:01] on the background with overlay with a
[06:01:03] parallax. Do you see how good that is?
[06:01:04] That is exactly what I asked for. A
[06:01:07] picture of people shaking hands and it's
[06:01:08] done it with the overlay. I barely gave
[06:01:11] it instructions and look how smart it
[06:01:14] is. This is insane. I have not seen
[06:01:17] something this good on high level as a
[06:01:19] new release probably since their AI
[06:01:20] automation builder. But this is insane
[06:01:22] and everyone has got to be using this
[06:01:24] literally as soon as possible. So at
[06:01:27] this point you can ask it anything and
[06:01:29] it's going to go through and do it for
[06:01:30] you. It can change the way the images
[06:01:31] look. And if we come in and we just do
[06:01:34] make all images stained glass
[06:01:39] style, let's just see what that does
[06:01:41] because I mean at the end of the day
[06:01:42] this thing seems to be able to do
[06:01:44] anything. like it really does. And while
[06:01:47] this is loading, another thing too I
[06:01:48] want to let you guys know that's a
[06:01:49] little hack that I use. If you're
[06:01:51] building in here and you're like, "Ah
[06:01:53] man, I can't really like properly put
[06:01:55] what's in words for it to understand."
[06:01:56] What I like to do is I like to come into
[06:01:57] chatbt and I'll do stuff like
[06:02:01] organize and spellch check my data dump.
[06:02:07] And then what I'll do is I'll just type
[06:02:09] in a bunch of stuff in here and
[06:02:11] organize. I'll be like, I want a
[06:02:14] fourpage website that's black with green
[06:02:19] text with orange pictures, you know,
[06:02:23] etc. To access webinars, we're going to
[06:02:25] go right down to sites and we're going
[06:02:26] to click in right here. So, all we're
[06:02:28] going to do is click new webinar funnel.
[06:02:30] That's all we do. Now, you have two
[06:02:31] options. You have on demand funnel,
[06:02:33] which is a pre-recorded webinar, and
[06:02:34] then live webinar, which is a live
[06:02:36] webinar where you'll actually connect a
[06:02:38] third party, whether that's Zoom or any
[06:02:40] of these other things to go live. So,
[06:02:42] it's kind of weird. They don't have it
[06:02:43] inhouse yet for the live, but you'll
[06:02:45] pick either or. So, we're going to start
[06:02:46] with this. We're going to click
[06:02:47] continue. And then you're going to be
[06:02:48] brought to this page. First, we're going
[06:02:50] to name this. So, we're just going to
[06:02:51] call this Wizards
[06:02:54] Webinar. You put in whatever name you
[06:02:56] want. Next. Next, you're going to select
[06:02:58] a form. Okay. Okay, so in go high level
[06:03:00] you have to have a form built out. Full
[06:03:02] video in that if you don't know what I'm
[06:03:03] talking about. But this is going to be
[06:03:04] the form that they go through and
[06:03:06] register with. So make sure has name,
[06:03:07] address, all the stuff you would need to
[06:03:09] collect from them on that form. So we're
[06:03:10] going to click this and we're going to
[06:03:12] click lead form. Then we're going to
[06:03:14] click next. Okay. Now you're going to
[06:03:16] select a file. So you need the
[06:03:17] pre-recorded video. So we're just going
[06:03:19] to click this. Okay. We're going to
[06:03:21] click upload.
[06:03:23] We are going to click this. We're just
[06:03:25] putting in a random video for now. It's
[06:03:26] one of my YouTube videos. You're going
[06:03:28] to put in the exact video you need right
[06:03:31] in here and just upload it just like I
[06:03:33] did by clicking upload. So now it's
[06:03:34] going to be right here. You're going to
[06:03:35] doubleclick it and then it's going to
[06:03:37] say this right here. And then we just
[06:03:39] wait till it's Oh, it's done quite fast.
[06:03:42] So now that it's done like that, we're
[06:03:43] just going to click next. Then you're
[06:03:45] going to pick the template you want. So
[06:03:48] you can do blank, you can do DIY, uh
[06:03:50] home renovation, financial planning, or
[06:03:52] e-commerce marketing. And again, you can
[06:03:53] take these and just tweak them and
[06:03:55] switch them up, which is cool. For the
[06:03:57] sake of this video, we're just going to
[06:03:58] click e-commerce marketing. Um, this is
[06:04:01] just going to be blank and have nothing
[06:04:02] on it. But again, I'm going to show you
[06:04:03] some tricks to spice this up. But again,
[06:04:04] you pick what you want. And then we just
[06:04:06] click create. So, look at that. It's
[06:04:09] created and it's all right here. So,
[06:04:11] what you can do is you can add a new
[06:04:12] page like that if you want to, but it's
[06:04:13] going to have these three pages. So,
[06:04:14] it's going to have webinar registration,
[06:04:16] which is how you access web. Remember
[06:04:18] the form we added in right here? That's
[06:04:20] going to go it's going to plug in. Then
[06:04:22] we have webinar confirmation which is
[06:04:24] this page. This is going thank you for
[06:04:26] filling out said form. And then we'll
[06:04:28] have the webinar itself on the page for
[06:04:31] them to watch. Um which can have the
[06:04:33] call to action or whatever you're trying
[06:04:34] to do to sell them. Again, I don't know
[06:04:35] what you're doing with your video sales
[06:04:37] letter or I don't know what you're
[06:04:38] trying to do here. But that's how you
[06:04:40] would connect it. That way they have
[06:04:41] something to go to and then to watch. So
[06:04:43] as you see right here too, there's some
[06:04:45] basic stuff. This is going to have your
[06:04:46] stats. So page views, optins, how many
[06:04:48] people filled in the form, orders if you
[06:04:50] have products connected. Remember, you
[06:04:51] can do that if you're selling something
[06:04:52] like a product in high level. You can
[06:04:54] sell that. So, this is just going to
[06:04:55] have all of your analytics so to speak
[06:04:58] on the webinar, which is really nice.
[06:05:00] And you see it in stats. And again, you
[06:05:01] can play with the dates right here.
[06:05:03] Sales, if you have a product plugged in,
[06:05:04] this is going to just, you know,
[06:05:05] pre-populate right here and show you.
[06:05:07] Have security, you can add stuff to the
[06:05:08] header depending on what you're trying
[06:05:10] to do. Events, this is just going to go
[06:05:12] through, you know, tracking and and
[06:05:13] stuff like that. And then you have basic
[06:05:15] settings, which is the name, the domain,
[06:05:17] the favicon, the header tracking, all
[06:05:19] this basic stuff. I'm assuming you
[06:05:21] understand this because this is just
[06:05:22] like a website or a funnel. So, it's the
[06:05:24] same exact thing. So, again, if you
[06:05:27] don't know anything about Go High Level
[06:05:28] and you're brand new, go to my channel
[06:05:30] and watch my full website video so you
[06:05:31] understand the rubric of High Lee, which
[06:05:33] is stuff like this, so you understand
[06:05:35] how that all works. But I'm assuming you
[06:05:37] do. So, let's continue. So, we're going
[06:05:38] to come right back to pages and we're
[06:05:39] just going to go through each of these
[06:05:41] so they're ready for you to go. So,
[06:05:42] first we're going to start with webinar
[06:05:44] registration. So, we're come right in
[06:05:45] here. What I recommend you do is you
[06:05:47] delete the headers entirely um from
[06:05:50] here. Why? You don't want people leaving
[06:05:52] um you just don't. And delete the
[06:05:54] footers. So on all these pages, we want
[06:05:55] to delete that. So we got rid of it on
[06:05:58] the webinar uh registration. We're going
[06:06:00] to do the webinar confirmation. We're
[06:06:02] going to get rid of this. And the blank
[06:06:03] doesn't have this, but again, we don't
[06:06:04] want this because it's just going to
[06:06:05] cause issues. And then we do on the
[06:06:07] webinar broadcast. We're going to get
[06:06:09] rid of this. This is just best practice.
[06:06:10] Again, you don't have to do this. I
[06:06:12] recommend you do um because you don't
[06:06:14] want people losing and going all over
[06:06:15] the place. It's just a distraction. Your
[06:06:17] forms, right? You can click the form
[06:06:18] right here and go, okay, pick the form.
[06:06:20] We come right here. We can pick which
[06:06:21] form we want. I already have the form I
[06:06:23] wanted. Again, you have to go into forms
[06:06:25] under sites to build this out. I have a
[06:06:27] full video on forms if you don't
[06:06:28] understand what I'm talking about. So,
[06:06:29] please go do that. But you're going to
[06:06:30] need a form. If you're not e-commerce,
[06:06:32] make sure you go through and you tweak
[06:06:34] everything. You click stuff, you change
[06:06:36] the colors, you put in your picture, and
[06:06:37] you add your info. Okay? Again, website
[06:06:41] video to show you how to do all of this.
[06:06:42] I'll link that at the end of this video
[06:06:44] so you understand how this works because
[06:06:45] it's the same as the website in the
[06:06:47] funnel builder. Okay? And in this video,
[06:06:49] I'm just showing you how to do webinars.
[06:06:50] I'm not showing you how to do all this
[06:06:51] basic stuff. That's in that video. So,
[06:06:53] I'll link that at the end. But this is
[06:06:54] just you go through just like the
[06:06:55] website. All the same rubric, all the
[06:06:57] same building blocks, and you're just
[06:06:59] going to build this out to your
[06:07:00] specifications. What you want in it,
[06:07:01] having video testimonials, whatever you
[06:07:03] want, you're just going to customize it.
[06:07:05] Same with this. I mean, we don't really
[06:07:06] need anything with this. And this one
[06:07:08] should be good. But everything is pretty
[06:07:10] much done. It's all good. And what you
[06:07:12] can do too, depending on your webinars,
[06:07:13] you can have a call to action in the
[06:07:14] video. You can have a call to action
[06:07:15] down below. Maybe another form or book a
[06:07:17] free call. Whatever you're trying to
[06:07:19] push them to, you just add it. So again,
[06:07:21] these are the three pages. You got the
[06:07:22] webinar registration, the webinar
[06:07:24] confirmation, and the web webinar
[06:07:26] broadcast. And they're all through here
[06:07:28] in your webinar. So you want to make
[06:07:29] sure you go through, you click edit,
[06:07:31] edit in new tab, pull through, and get
[06:07:33] them all the way you want it. So make
[06:07:35] sure they look good and then they're
[06:07:36] ready to go. And by the way, you can
[06:07:38] just come right back here. Um, so you
[06:07:40] have the full thing. You can add new uh
[06:07:42] webinar right here or you can come in
[06:07:43] here and you can edit, clone, delete, do
[06:07:45] whatever you want here. Um, but first we
[06:07:47] have to go through this because now
[06:07:48] we're going to be making this live. So
[06:07:49] make sure you go through all of these
[06:07:51] and you make them match your
[06:07:52] specifications so they look good and
[06:07:54] they're ready to go. So now that you
[06:07:56] have this all good to go, we're going to
[06:07:57] go to settings and we're going to make
[06:07:59] the webinar live. We're going to pick
[06:08:00] davidplumbings.com.
[06:08:02] All right, we're going to do that. And
[06:08:03] then the the path is just going to be
[06:08:05] wizards webinar. You can add whatever
[06:08:07] you want there. But once this looks
[06:08:08] good, you then come down and click save.
[06:08:10] Guys, this is a funnel basically. It's
[06:08:12] it's a website. You have to have it
[06:08:13] live. Otherwise, it's it's not going to
[06:08:14] go anywhere. So, you have to add the
[06:08:16] domain. Then from there, if we bring
[06:08:18] this up, you can see right here that the
[06:08:20] URL is in fact, right? Just like this.
[06:08:23] You see that up there? It is now live.
[06:08:26] That way, you can copy and paste this
[06:08:27] and send this to someone. They can
[06:08:28] access the webinar. It's some preview
[06:08:30] page. So, that's it. It's as simple as
[06:08:32] that. That's how you get a pre-recorded
[06:08:33] webinar up. You go through, you pick
[06:08:35] which one you want, you fill out this
[06:08:36] stuff. You come through just like I did.
[06:08:38] Set all this stuff up, make all the
[06:08:39] pages look good, and then plug in your
[06:08:40] domains just like I did. And then you're
[06:08:42] good to go. Now, we're going to go
[06:08:44] through creating a live webinar, which
[06:08:47] is something that's happening right now.
[06:08:48] So, we're going to click the same thing,
[06:08:50] new webinar, but we're going to click
[06:08:51] live webinar, and then we're going to
[06:08:52] click continue. So, very similar. You're
[06:08:54] going to pick the webinar name. We're
[06:08:55] going to do Wizards Live. Okay. You pick
[06:08:59] the time zone. We're going to do
[06:09:00] America, New York. And then you pick
[06:09:02] what time zone. So, we will do Christmas
[06:09:04] Day and we'll click that. Okay. Then
[06:09:06] we're going to click next. Again, you
[06:09:08] select the form you're going to want for
[06:09:10] this. Click next. Then here's where you
[06:09:12] have to add the live link. So, this is
[06:09:13] whether you're using Zoom or whatever
[06:09:15] you're using, you're going to have to
[06:09:16] add something in here. Now, for the sake
[06:09:18] of this video, I'm not going to be
[06:09:19] adding anything because this is just a
[06:09:21] test. But the w the live webinar link
[06:09:24] isn't coming through go high level. It
[06:09:25] has to be used for third party as of
[06:09:27] right now. Supposedly, they're going to
[06:09:29] be adding in like a feature where you
[06:09:31] can actually do it within High Level.
[06:09:33] Um, but as far as live webinars, you
[06:09:34] still have to use other webinar
[06:09:36] platforms or live platforms to plug this
[06:09:38] in. So, put whatever in zoom.com. Again,
[06:09:41] that's not it, but I'm just showing you.
[06:09:43] Same thing. You pick what you want.
[06:09:45] We'll just do blank. And you click
[06:09:46] create. It's that simple. But again, you
[06:09:49] have to have that live link to plug in
[06:09:50] to get this to be live. Again, if you
[06:09:52] guys have any questions at all, even
[06:09:53] about webinars, what that even is, or if
[06:09:55] you have anything about, you know, this
[06:09:58] in general, setting these up, just drop
[06:09:59] a comment down below. I answer so fast.
[06:10:01] I'll get you taken care of. That way,
[06:10:03] you can get all your your your burning
[06:10:04] questions answered. But from there, it's
[06:10:06] the same exact thing. Okay? You go right
[06:10:09] in here or you can click this and you're
[06:10:12] looking at the same thing. The same
[06:10:14] exact thing. This is a blank one, but
[06:10:16] the three pages just like I went through
[06:10:18] before, but except with this one, you're
[06:10:19] going to have a date where it's live.
[06:10:21] And then you want to send out the link
[06:10:22] to marketing for it to get people to
[06:10:24] come in. Again, I have full video on all
[06:10:26] of these things in high level so you can
[06:10:27] really master this. But I'm assuming you
[06:10:30] understand what this is, but if you
[06:10:31] don't, please go through my channel so
[06:10:32] you have an understanding of high level
[06:10:34] um because that is most important. We're
[06:10:36] just going to come right down to sites
[06:10:38] and we're going to go right into blogs.
[06:10:40] So the first thing I want to explain is
[06:10:42] how the blogging structure works on go
[06:10:45] high level. Okay? Because you can have a
[06:10:48] lot of blogs, but then there's blog
[06:10:49] sites. And a lot of people are really
[06:10:51] confused about this. So let me break
[06:10:52] this down. So the first thing you're
[06:10:54] going to do is create what's called a
[06:10:56] blog site. Okay? And a blog site looks
[06:10:59] like this. It's a web page with all of
[06:11:01] your blogs with little snippets attached
[06:11:03] to it where you can click in and then go
[06:11:06] visit said blog. So it's like a blogging
[06:11:09] portal, so to speak. But you have to
[06:11:11] have these in order to have blog posts.
[06:11:14] So you can have multiple blog sites, but
[06:11:17] then every blog site, okay, has blog
[06:11:21] posts in it, okay? Following. So there's
[06:11:24] blog site and then multiple blog posts
[06:11:27] within a blog site. Okay, so the first
[06:11:29] thing is you have to create a blog site
[06:11:31] and you can create as many as you want.
[06:11:32] I would only really suggest one. You
[06:11:34] don't need that many for a sub account.
[06:11:35] But then you're creating multiple blog
[06:11:38] posts within that. And as you see right
[06:11:40] here, you can edit your blog site or you
[06:11:42] can edit your new post. So just to be
[06:11:44] clear again, I want to make sure there
[06:11:45] is no questions on this. You first
[06:11:47] create your blog site. And your blog
[06:11:49] site is just a portfolio of all of your
[06:11:52] blog posts. I'm assuming you know what a
[06:11:54] blog is. I'm not even going to go into
[06:11:56] that. Um, but the first thing we're
[06:11:58] going to need to do is basically
[06:12:00] configure certain settings on this. I
[06:12:02] see a lot of people skip this step, so
[06:12:04] please pay attention. So, the first
[06:12:05] thing we're going to do is come right in
[06:12:06] here, okay? And we're just going to go
[06:12:09] through the blog settings. Be brought to
[06:12:11] a page like this. So, you need authors,
[06:12:12] categories, and then I'll explain what
[06:12:13] RSS is here in a second. First thing
[06:12:15] we're need to do is add an author. So,
[06:12:17] I'm just going to walk you this. I
[06:12:18] already did this once, but I'm going to
[06:12:19] walk you right through it again. So,
[06:12:20] we're going to do Dave. Okay, that's
[06:12:22] going to be our author. We're going to
[06:12:25] pick the image that we want for Dave.
[06:12:28] Uh, it'll just using me for now. It's
[06:12:30] not actually a real person. And then the
[06:12:32] image alt text is for blind people
[06:12:34] because they can't see. So, it has to
[06:12:35] describe it. So, it's going to be Dave
[06:12:37] smiling. So, again, put in your name or
[06:12:40] the author's name and the author is just
[06:12:41] who's writing the blog. You're going to
[06:12:42] put in a headsh shot of yourself. Then
[06:12:44] put Dave smiling. Then, what you're
[06:12:45] going to do is you're going to put a
[06:12:46] little description. So, I like video
[06:12:52] games and money. I actually don't, but
[06:12:55] you just put in whatever you want there.
[06:12:57] Okay. Again, it should be a basic
[06:12:59] description of what you're doing. And
[06:13:00] then you can put in your social media
[06:13:03] handles, which is actually great. I
[06:13:05] actually highly recommend you do this
[06:13:06] part cuz it's going to help a lot. So,
[06:13:08] what we'll do is we'll come right here.
[06:13:09] We're just going to put go high level
[06:13:10] wizards channel and then we're going to
[06:13:12] do create author. Okay. So, again,
[06:13:14] that's all you do. I'm just creating
[06:13:15] this for test, but you need to make sure
[06:13:17] you go and do that. Now, we're brought
[06:13:19] to categories. So, categories are how
[06:13:21] you're going to basically filter the
[06:13:23] posts. And we're going to do this later
[06:13:25] and use it later, but you want to make
[06:13:26] sure you have this filter out. So, go to
[06:13:28] add new category. Okay. Same thing.
[06:13:30] We're going to put in the category
[06:13:31] label. So, this is going to be
[06:13:33] plumbing. Okay. Then, we're going to put
[06:13:35] an image in here. So, what we'll do is
[06:13:38] we'll come right to here and we'll
[06:13:39] [snorts] just do
[06:13:41] plumbing. And again, you can put
[06:13:42] whatever you want in here. We'll just
[06:13:44] pick this bad boy right here. Okay,
[06:13:47] that's in there. Alt text
[06:13:50] faucet or Yeah, faucet. I'm not sure how
[06:13:54] you spell that. Okay, faucet is close
[06:13:56] enough. And then the cate, which is a
[06:13:58] URL slug. So, we'll do um faucet at
[06:14:02] Dave. You just put whatever you think
[06:14:04] would be in there. And then right here,
[06:14:05] you're just going to put in the
[06:14:06] description of what it is. So, it could
[06:14:09] be this
[06:14:11] is only for plumbing
[06:14:15] FAQs.
[06:14:17] Does that make sense? You're just
[06:14:18] putting in the descriptor of what the
[06:14:20] category is. So, then you just click
[06:14:22] create category. And again, the
[06:14:24] categories are to filter through the
[06:14:26] blog post and assign them to a category
[06:14:28] in a blog site. So again, right now this
[06:14:30] may not make sense, but when I wrap this
[06:14:32] all together, it will. So make sure you
[06:14:33] go and you add your categories just like
[06:14:35] I did. Okay, so now we come to RSS. So
[06:14:38] in case you do not understand what RSS
[06:14:41] stands for, it stands for really simple
[06:14:44] syndication. And what it does is it
[06:14:46] basically disperses and lets everyone
[06:14:48] know when you have a blog post to
[06:14:49] multiple different places and sends them
[06:14:51] out. It's like it goes in and then it
[06:14:53] just goes to other social media
[06:14:54] platforms, email, whatever you want and
[06:14:57] you'll just configure that. So, it
[06:14:58] basically sends out everywhere. Now,
[06:14:59] again, we're not really going to be
[06:15:00] going into this too much because it's
[06:15:02] relatively simple. You have to plug it
[06:15:03] in. Um, but we don't have a blog here,
[06:15:04] so we can't exactly set it up, but if
[06:15:06] you're interested in that, you can
[06:15:07] always drop a comment down below and I
[06:15:08] can give you better instructions, but
[06:15:10] that's pretty cool. If you have a lot of
[06:15:11] people hitting your blog, it'll just
[06:15:12] disperse it everywhere. So, again, RSS
[06:15:14] just for your info. Really simple
[06:15:16] syndication. So, now that we have all of
[06:15:18] this set up, we now move on to creating
[06:15:20] our blog site and blog posts. So, now
[06:15:22] we're going to come back to the blogs
[06:15:24] page and we're going to create a blog
[06:15:26] site. So, I already have one created,
[06:15:27] but again, the blog sites is where all
[06:15:30] of the blog posts go. It's that snippet.
[06:15:32] So, it's like an entire blog as you can
[06:15:35] think of it. So, we're going to do now
[06:15:36] we have our settings and we're going to
[06:15:37] click new. Okay? And we're going to fill
[06:15:39] this out. So, the blog site's going to
[06:15:40] be plumbing FAQs. You put in whatever
[06:15:44] title you want for said blog. Now you're
[06:15:47] going to select a domain to put it on.
[06:15:50] So this we have davidplumbings.com. So
[06:15:52] you're going to put that in. And then
[06:15:53] you're going to add your blog. Again,
[06:15:55] this is the URL. So we're going to do
[06:15:58] Dave's Dave's plumbing FAQs. And
[06:16:02] whatever you put in, guys, just make
[06:16:04] sure that it is not taken like this. Um,
[06:16:06] and then you just put in a basic
[06:16:08] description. You can use on chat GBT.
[06:16:10] You can go and generate, but we're just
[06:16:11] going to put something generic. This is
[06:16:13] for people wondering
[06:16:18] plumbing.
[06:16:20] Okay,
[06:16:22] FAQs. So again, you put in what you
[06:16:24] think you need, but again, title of the
[06:16:27] blog, the domain plus the URL, so you
[06:16:29] have your thing completely figured out
[06:16:30] because it has to go somewhere. And then
[06:16:32] your blog description. Then you click
[06:16:34] create. Now we're brought to a page like
[06:16:36] this. As you see, it says plumbing FAQs.
[06:16:38] This is now the blog site. Now, we
[06:16:41] create blog posts within the blog site.
[06:16:43] So, right here, if you want to edit your
[06:16:45] blog site, we'll just click edit in new
[06:16:47] window, and this is going to take you to
[06:16:49] the blog site. So, they're going to have
[06:16:51] some placeholders here, but we can edit
[06:16:54] them. But again, you have to have blogs
[06:16:55] to fill this in. So, this is what it
[06:16:57] looks like. Okay? It's just little
[06:16:58] snippets and it'll let you pick in to
[06:17:00] pick more. So, when someone comes to
[06:17:02] your blog, they're like, "Let me see
[06:17:03] what's going on." It shows all of this.
[06:17:04] They can see the newest one, latest one,
[06:17:06] and just click through it. And really to
[06:17:08] edit these, it's very simple. You just
[06:17:09] click this. you, you know, pick the name
[06:17:11] you want. You can pick the order and how
[06:17:13] you want them to look. And then right
[06:17:14] here is where you select your
[06:17:16] categories, okay? And that's what's
[06:17:18] going to determine how these show up.
[06:17:20] That's why when we went earlier back and
[06:17:21] we did the categories because we're
[06:17:22] going to add those to the blog posts,
[06:17:24] it's going to filter by categories. And
[06:17:28] down here, you have some basic stuff
[06:17:29] like letting the image be there or not,
[06:17:31] the tags be there or not, the title be
[06:17:33] there or not, the author be there or
[06:17:34] not, the publish date be there or not,
[06:17:35] the description be there or not. That
[06:17:36] way you have a little bit of um
[06:17:38] function. And then styles. Just like on
[06:17:40] all of High Level's other stuff, you can
[06:17:41] edit the way it looks, the sizing of
[06:17:44] things. I'm assuming you already know
[06:17:45] this. Please, if you do not understand
[06:17:46] anything about High Level, go to my
[06:17:48] channel, watch some of the beginner
[06:17:49] tutorials cuz the rubric and the
[06:17:51] building like builders are all the same.
[06:17:53] It's on the website, the funnels, the
[06:17:54] forms, the email templates, it's all the
[06:17:56] same So, just make sure you look
[06:17:58] at that because, you know, that's going
[06:17:59] to show you how to do this. And I'm
[06:18:00] assuming you already know. And then it's
[06:18:01] some advanced stuff just to make stuff
[06:18:03] look a little bit better. But that way
[06:18:05] you can edit the way this looks
[06:18:06] perfectly and make it look really unique
[06:18:08] to you. So this is the blog site. Then
[06:18:10] you would just click save and then
[06:18:11] publish. One quick thing I just wanted
[06:18:12] to show you. You can actually import
[06:18:15] blogs from other places. This is
[06:18:17] actually really really cool. I'm not
[06:18:19] going to walk you all the way through
[06:18:20] this because that's just not what we're
[06:18:21] doing. I'm going to create another video
[06:18:23] on that. But say it's WordPress, um
[06:18:26] Squarespace, Wix, wherever there's
[06:18:27] another blog, you can actually pull it
[06:18:29] from another place. Very cool, very
[06:18:31] interesting. And you would follow this
[06:18:33] procedure right here. So if you have
[06:18:34] someone that's like, I want my blogs
[06:18:35] here, you can easily move it. You can
[06:18:37] tell them you'll do it manually, make
[06:18:38] you look like you're doing a lot of
[06:18:39] work, edify them, motivate them, make
[06:18:41] yourself look much better in the
[06:18:42] process, and high level makes it so
[06:18:44] easy. So that's how you would do that.
[06:18:46] Um, but now what we're going to do is
[06:18:47] we're going to create a new post. So you
[06:18:48] can come up here and you can do this or
[06:18:50] you can import just like I showed you,
[06:18:51] but you can either click new post here
[06:18:52] or create new blog post. Going to click
[06:18:54] this. But now comes the fun part because
[06:18:57] you, my lovely viewer, will not have to
[06:18:59] do any work because I've done the hard
[06:19:01] work for you. tested this. I've
[06:19:02] researched this. I'm going to show you a
[06:19:03] way to use AI to completely create this
[06:19:05] very fast, very efficiently, and make it
[06:19:07] look like a human wrote it. So, what
[06:19:08] we're going to do is I'm going to show
[06:19:09] you a prompt that I made for Chad TBT
[06:19:12] that is excellent. I know a lot of
[06:19:13] people in the blogging space are like AI
[06:19:15] blogs. It's like literally everyone does
[06:19:16] it. Don't don't complain about it.
[06:19:18] There's just a way to do it properly.
[06:19:19] The problem with a lot of people, just
[06:19:21] quick pro tips, when they use AI, they
[06:19:22] don't give it any feedback. They
[06:19:24] literally just say, "Write me a blog
[06:19:26] about plumbing." Like very generic.
[06:19:28] Obviously, that's AI. You have to spice
[06:19:30] it up. We have to feed the AI properly
[06:19:32] to get the right response. So, let me
[06:19:34] jump in and show you how to do that.
[06:19:36] Please pull up chat GBT. So, we have
[06:19:38] ChatGBT pulled up. Now, what we need to
[06:19:40] do is we need to copy and paste the
[06:19:41] prompt. So, the prompt is going to be
[06:19:42] right down below this video in the
[06:19:43] description so you can copy and paste
[06:19:44] and use it. Again, I've had to test so
[06:19:46] many things. I thought it would be much
[06:19:47] easier to do cuz I was actually doing
[06:19:49] some blogging for a client and coaching
[06:19:51] some people on blogging and it was
[06:19:52] really frustrating because I was using
[06:19:54] it and I was like, why is it keep coming
[06:19:56] out crappy? So, I actually tested this
[06:19:58] so many times so you don't have to to
[06:20:00] get the perfect chat GBD problem. So,
[06:20:02] it's down below the video, but let me
[06:20:02] show you what it is. So, this is it
[06:20:04] right here. This has just been amazing
[06:20:06] for me. Okay, we got topic, putting in
[06:20:08] main keyword, full address, a bunch of
[06:20:10] things to really make this descriptive.
[06:20:12] I've literally had to do this so many
[06:20:13] times. It's going to be down below the
[06:20:14] video, so you can just copy and paste
[06:20:16] the entire thing. But, please use this
[06:20:18] because this helped me so much. Let's
[06:20:20] plug it in. Copy and paste it right now.
[06:20:21] Paste this into chat GBT. Now, we switch
[06:20:24] up these. This is so important if you
[06:20:25] want to make this right. So the right is
[06:20:27] going to be Dave's
[06:20:30] plumbing
[06:20:32] FAQs. Again, you're going to put in the
[06:20:34] main topic of what you're doing. So what
[06:20:36] is it? Is it how to make homemade
[06:20:38] crafts? Is it how to get rich? Whatever
[06:20:41] it is, you put that main topic in. Then
[06:20:42] we're going to put the main keyword,
[06:20:44] which is
[06:20:46] plumbing. And you have to fill this out
[06:20:48] to make this work. Um then we're going
[06:20:50] to scroll all the way down to phone
[06:20:51] number. We're going to put this in cuz
[06:20:53] guys, this is how you make it um look
[06:20:56] more real. Um full address. We're going
[06:21:00] to do
[06:21:02] 20 White Hart Lane, New Jersey, 2046.
[06:21:10] Okay. And then basically an email
[06:21:12] address, which would be Dave's plumbing
[06:21:16] atgmail. What the freak? atgmail,
[06:21:21] okay,.com.
[06:21:24] So, make sure you fill that out.
[06:21:26] Seriously, people leaving this, it's so
[06:21:27] stupid. You're you're not going to get a
[06:21:29] good prompt. So, make sure you add that
[06:21:30] in. And again, I just have to say this
[06:21:32] because a lot of people are like, "We
[06:21:34] want real people to write blogs. AI can,
[06:21:36] you know, Google can tell that it's AI."
[06:21:38] Not really, because if you do it like
[06:21:39] this, there's so much AI content out
[06:21:41] there that if you make it real enough
[06:21:42] and maybe put in a couple misspellings
[06:21:44] if you really want to be sure, you'll be
[06:21:46] golden. I know tons of people that are
[06:21:48] using ad that are ranking blogs like no
[06:21:49] one's business. So that's clearly not
[06:21:52] right because I see it with my own eyes.
[06:21:53] But you just want to make sure you do
[06:21:55] the right thing and you plug it all in.
[06:21:56] So this is awesome now though because we
[06:21:58] have all of this stuff that we can just
[06:22:00] copy and paste over. Now that we have
[06:22:02] this done, we're going to come back
[06:22:04] right here and we're going to create
[06:22:06] blog post. We come right here. We're
[06:22:07] just going to go. We're going to copy
[06:22:10] this bad boy. Okay. I mean, see how easy
[06:22:12] this is already all done for you. We're
[06:22:14] going to change the image. So, we're
[06:22:16] just going to pick this one I have
[06:22:17] selected out. I want to make this really
[06:22:19] clear. If you do not use the right
[06:22:21] sizing, it will literally say blog post
[06:22:23] failed to complete or blog post failed
[06:22:25] to to upload or whatever. So, you have
[06:22:27] to have the right image. And if you
[06:22:29] want, you can come right in here to
[06:22:31] Unsplash or Pixabay. You can type in the
[06:22:34] keyword you want and they have all kinds
[06:22:36] of amazing highquality HD 4K images. The
[06:22:40] problem is is they're not really sized
[06:22:41] properly. So, a lot of the time, I mean,
[06:22:44] you can play with the sizing, but it
[06:22:46] just won't go through. So, just make
[06:22:47] sure you understand that because it is a
[06:22:49] pain in the ass. And some people I have
[06:22:51] are like, "It's not going through. It's
[06:22:52] not going through." It's like because
[06:22:53] the image size is just not properly set
[06:22:55] up. So, now we want to describe the
[06:22:57] image. Remember, all text blind people.
[06:22:58] So, we're going to do plumbing pipes.
[06:23:01] Okay. And for the description, all we're
[06:23:04] going to do is we're just going to copy
[06:23:06] right here the first sentence or two
[06:23:09] sentences, whatever you want. And again,
[06:23:10] right, as you see right here, it's 100
[06:23:12] to 250 characters. We're just going to
[06:23:14] paste this bad boy. Just like that.
[06:23:16] Perfect. We're in the right zone. Then
[06:23:17] we're going to click create post. You
[06:23:19] could do here if you want, say, please
[06:23:22] label all of the
[06:23:26] H1's
[06:23:27] and H2s in brackets so I know what to
[06:23:35] do. So, that's something you can do too
[06:23:37] here, which is really cool if you do not
[06:23:39] understand this at all, which I honestly
[06:23:41] would recommend you to do. Um, because
[06:23:43] right here, then you'll know exactly
[06:23:44] what to do. So, if you are not, you just
[06:23:46] go through and you add them. But, if you
[06:23:48] are a beginner, you definitely want to
[06:23:50] use this. And by the way, this is how
[06:23:51] SEO works. You want to make sure you
[06:23:52] have H1's, H2s, everything linked and
[06:23:54] then images and preferably a video
[06:23:55] plugged in. Okay, so all we got to do
[06:23:57] here is just copy and paste this. Very
[06:23:59] simple, very straightforward. We go all
[06:24:01] the way down to conclusion. Okay, we
[06:24:03] just go up a tad. Delete. And then we're
[06:24:06] going to copy and paste this right here.
[06:24:08] How easy is that? And again, what you
[06:24:10] can do is if you copy and paste it
[06:24:12] without pasting as plain text, as you
[06:24:15] see right here, plain text, that'll just
[06:24:16] paste it without any formatting. And
[06:24:18] again, the reason I do it this way is
[06:24:20] these should pop up as H2s, H1, so you
[06:24:22] don't have to do the work. But again,
[06:24:24] you may have to. So that's why I
[06:24:27] recommend that so you can go change cuz
[06:24:28] if this isn't H3, you're going to have
[06:24:30] to click this and pick H3. But these
[06:24:32] already look like they're good. So it's
[06:24:33] awesome. So all you have to do is come
[06:24:34] right here and click out of this. And
[06:24:36] again, you might be like, well, why
[06:24:37] didn't I just copy and paste in the
[06:24:38] first place? I wouldn't have to do this.
[06:24:39] It's because sometimes it doesn't go
[06:24:40] through. I can't explain it. It just
[06:24:42] doesn't go through. So now you just go
[06:24:44] and you just delete
[06:24:46] all of these bad boys. Okay. Get rid of
[06:24:49] all them. And now you have it. They're
[06:24:51] all properly configured and you're good
[06:24:53] to go. I mean, how freaking easy is
[06:24:55] that? You just go through, you just get
[06:24:58] rid of each one you want to go. I don't
[06:24:59] like that. I don't like that. I don't
[06:25:00] like that. get rid of all the H2s, then
[06:25:02] it's pretty much good. Again, if you
[06:25:04] want to add a little spices, you can
[06:25:05] misspell a couple words if you're really
[06:25:06] worried about the whole AI thing, but
[06:25:08] then I recommend you have three SEO
[06:25:12] optimized images in here. So, once
[06:25:13] that's all finished and it all looks
[06:25:15] good and you're like, "Wow, this is
[06:25:16] incredible." I recommend you add three
[06:25:20] images. Okay, trace images. You got to
[06:25:22] have at least three. And you're just
[06:25:23] going to click this right here. And this
[06:25:25] is going to give you the ability to add
[06:25:26] image right here. Just to let you know,
[06:25:28] the reason I'm not going through every
[06:25:30] single one of these is cuz it's the
[06:25:31] exact same thing on all of High Level.
[06:25:34] It's the paragraph, the basic word
[06:25:35] editing, and then it's just like this.
[06:25:36] So again, if you're like, I have no idea
[06:25:39] how any of this works and you don't
[06:25:40] understand the basic rubric of High Lee,
[06:25:43] please go to my channel and watch my
[06:25:44] beginner videos because they go over
[06:25:46] literally every single button. Um, and
[06:25:48] you can just hover over it and I'll tell
[06:25:50] you. So you can insert a link, you can
[06:25:51] insert an image, you can insert audio, a
[06:25:53] video, insert a quote. You I mean, you
[06:25:55] literally can do everything on high
[06:25:56] level. But again, I'm assuming you know
[06:25:58] the basics. This is a little more of an
[06:25:59] advanced video. So, please watch that if
[06:26:01] you don't understand. So, to insert an
[06:26:02] image, we just click right here. Click
[06:26:04] this. And we just do insert image. Okay?
[06:26:06] You pick the exact image you want. So,
[06:26:07] we'll go, okay, let's choose from media
[06:26:09] library. We want something to do with
[06:26:11] plumbing. We're going to come right
[06:26:12] here. We're going to do plumbing. And
[06:26:13] please make the image relevant to what
[06:26:15] you're doing. If it says chicken and you
[06:26:16] put a duck, stupid. Put a chicken. We
[06:26:18] come right in here and we pick our
[06:26:19] image. Just to let you know, these
[06:26:21] images may not be sized properly and it
[06:26:23] may not take them. So, we're just going
[06:26:24] to click a couple. see if we can get
[06:26:26] some. Um, yeah, it looks like literally
[06:26:28] like almost all of these are Okay, that
[06:26:31] one worked. Again, you might have to
[06:26:32] click around, but if you want to, you
[06:26:33] just go to Canva and upload it and
[06:26:35] you'll be good to go. Then you basically
[06:26:36] put it in, you put what dimensions you
[06:26:38] want. Um, you want to keep this box
[06:26:39] checked. Then you want to put the alt
[06:26:40] text in. So if it's a picture, a pipe,
[06:26:42] remember alt text is for blind people.
[06:26:44] You want to describe what the image is,
[06:26:46] okay, on here. So when they hover over
[06:26:49] it, it understands big SEO thing. And
[06:26:50] again, for all text, you don't want it
[06:26:52] to be uber specific, but you want to be
[06:26:54] specific. So, if it's me sitting here,
[06:26:56] it'd be Declan in a black robe on the
[06:26:57] computer. That's perfect. You don't want
[06:27:00] Declan in a black robe smiling, trying
[06:27:03] to drink his water, thinking of like too
[06:27:05] much is just going to be like that's
[06:27:06] ridiculous. You just want to put in the
[06:27:08] basics. So, this would just be pipes in
[06:27:11] plumbing is literally all it was. And
[06:27:13] then you can do that if you want. We
[06:27:14] don't need that board. You can insert
[06:27:16] image. So, obviously horrible. We want
[06:27:18] to properly size this. What you can do
[06:27:20] is you can literally do a little drag
[06:27:22] and john right here to make it look a
[06:27:24] little better. Um, or you can just go in
[06:27:26] and we can play with the sizing better
[06:27:28] like that. Um, but yeah, this is
[06:27:31] definitely horrendous. Um, but for the
[06:27:33] sake of the video, I'm just showing you
[06:27:35] how to do this. But again, you want to
[06:27:37] go in and you want to properly size it
[06:27:39] like I said before with I, you know,
[06:27:41] showed you how to do it right here. Or
[06:27:42] we can just come in right here and we're
[06:27:43] just going to do 300. Okay. Update image
[06:27:47] there. See? Much better. So, you just
[06:27:48] want to edit it the size like that. That
[06:27:50] was kind of ridiculous, but you just
[06:27:52] want to put your images in. Okay, you
[06:27:54] can kind of play with how you want them
[06:27:55] centered, make them wider if you want to
[06:27:57] fill up. And again, three images.
[06:27:59] Optimize them just like I did. Once
[06:28:01] you're done, you're just going to click
[06:28:02] save. And you're like, "Oh my gosh, look
[06:28:03] at that." And remember, re relook over
[06:28:05] everything. Make sure everything is good
[06:28:06] to go. You deleted these and everything
[06:28:08] is good. And then you're just going to
[06:28:09] click continue. Now, we are on the home
[06:28:12] stretch to be completely done with this.
[06:28:14] The first thing is a URL slug. So
[06:28:16] whatever you want the URL to be, you
[06:28:18] just plug that in. Right there have
[06:28:20] canonical link. So this is basically to
[06:28:22] avoid duplicate content. And again, you
[06:28:25] don't have to put this in there. It just
[06:28:26] shows Google which is the preferred one.
[06:28:27] So make sure you plug that in if you
[06:28:29] want that. For the sake of the video,
[06:28:30] we're not going through that category.
[06:28:31] Remember when we created at the start of
[06:28:32] the video, what category is? So if it's
[06:28:34] a bunch of FAQ blogs, put an FAQ. If
[06:28:36] it's a bunch of how-to blogs, put it on
[06:28:38] how to. You see what I'm saying? It's
[06:28:40] really important to put these under a
[06:28:42] specific category. This is how you
[06:28:43] basically categorize what's going on.
[06:28:45] We're going to come in and we're going
[06:28:45] to put our keyword. So, we're going to
[06:28:46] do plumbing. And then you just click
[06:28:48] enter. So, you have your tag or keyword.
[06:28:50] Then, we're going to do uh plumbing FA F
[06:28:55] AQ's. Enter.
[06:28:58] Plumbing tips. Enter. Boom. And then you
[06:29:01] have all of your stuff. So, you can add
[06:29:02] as many as you want. I recommend up to
[06:29:03] seven. That's about perfect. And then
[06:29:05] author. Again, we want to pick who is
[06:29:07] the author of this. Is it Dave? Is it
[06:29:08] Declan? Is it Tom? Is it Elizabeth? Is
[06:29:11] it Mary? Is it Tyrone? whoever the freak
[06:29:12] you want it to be, you want to put it in
[06:29:14] right there. So, once you add the exact
[06:29:16] author, again, this helps for SEO. You
[06:29:17] can either save as a draft, you can
[06:29:19] publish it right now. Okay? Or you can
[06:29:21] schedule it. So, when you want it to go
[06:29:23] out, for the sake of the video, we're
[06:29:24] just going to click publish. We're going
[06:29:25] to select the date. We're just going to
[06:29:26] pick the 17th. And we're going to click
[06:29:28] save. So, this bad boy can just get
[06:29:30] launched ASAP. So, you come right in
[06:29:33] here as you see in your plumbing, and
[06:29:36] you see it is now published. It is now
[06:29:39] gone out. So, let's click this right
[06:29:41] here and let us preview our post to see
[06:29:43] what it looks like. Again, I breezed
[06:29:46] through this, guys. As you see, the
[06:29:47] images right there. And we can play with
[06:29:49] the sizing. Pretty cool. Pretty cool.
[06:29:51] Come in. Okay. You see it? You see it.
[06:29:52] Obviously, I did not go through this.
[06:29:54] Remember, I told you to go through
[06:29:55] remove the H1's, make everything look
[06:29:57] pretty, make it size properly. For the
[06:29:58] sake of the video, I just breezing
[06:30:00] through that because that's where you'll
[06:30:01] be doing the work. But, you get the
[06:30:02] concept. So, that's it. It's as simple
[06:30:04] as that. You got Dave right there.
[06:30:05] Remember the YouTube channel we linked?
[06:30:06] Really cool, guys. These blogs actually
[06:30:08] look really good. The go high level blog
[06:30:10] builder used to suck. It was atrocious.
[06:30:14] Now it's like really good. It's better
[06:30:16] than a WordPress blog. So, and again, if
[06:30:18] you're like, uh, there's some things I
[06:30:19] don't like. This is kind of annoying.
[06:30:21] What you can do is you can just click
[06:30:22] the back button. You can edit it right
[06:30:24] here. Okay? Or you can come right into
[06:30:26] your blog post, scroll to the side,
[06:30:29] click this, click update post. And
[06:30:31] again, you can duplicate it, change the
[06:30:32] blog details, delete it, or whatever you
[06:30:34] want right there. And it's very simple.
[06:30:36] And again, if you were like, "Okay, I
[06:30:38] have a bunch of blogs. I now want to add
[06:30:40] them to my blog site." You just come
[06:30:43] right into the blog site. You click in
[06:30:44] here. You pick what you want. And then
[06:30:46] you select the categories you want to
[06:30:48] have. Just like this. We click save,
[06:30:52] publish.
[06:30:55] And then we look at it right here. And
[06:30:57] boom, there we are. Look how awesome the
[06:30:59] blog site is. And again, you can edit
[06:31:01] the entire blog site just like a go
[06:31:03] highle website. You can plug it in right
[06:31:05] here. You can make it look however you
[06:31:07] want. You can call it whatever you want.
[06:31:08] If you're interested in High Lee, but
[06:31:09] you also want help learning it and
[06:31:11] learning how to sell it, I recommend
[06:31:13] checking out my 30-day free trial link
[06:31:15] right down below where not only will you
[06:31:16] get 30 days of High Le, you'll also get
[06:31:19] access to all of my bonuses which will
[06:31:21] help you on this journey. So, I'm
[06:31:23] talking you getting access to a private
[06:31:25] community full of winners where you can
[06:31:26] network and get your questions answered.
[06:31:28] I'm talking trainings on how to use
[06:31:29] Highle trainings on how to get clients,
[06:31:31] systems on how to get clients that I've
[06:31:33] already built out, snapshots, sales
[06:31:35] scripts, AI prompts, white label
[06:31:36] onboarding videos, premium snapshots. I
[06:31:38] mean, everything you could possibly
[06:31:39] need. But more importantly, the ultimate
[06:31:41] handholding experience so you can master
[06:31:43] all this and get all of your questions
[06:31:45] answered in real time. You can literally
[06:31:47] hop on Zooms with me and message me
[06:31:49] whenever you want. You have access to
[06:31:51] six live coaching calls per week with
[06:31:53] real agency owners that are selling high
[06:31:54] level. So you're getting not just some
[06:31:56] random coach, you're getting real agency
[06:31:58] owners giving you their advice to help
[06:31:59] you out. And we have six days a week so
[06:32:01] you can basically get all of your
[06:32:02] questions answered and really learn this
[06:32:04] thing in depth. So again guys, all of
[06:32:06] these calls, all these trainings, this
[06:32:08] entire private community, this is all
[06:32:09] free when you sign up with high level
[06:32:11] right down below. So when you go down
[06:32:12] and you click the link and you sign up,
[06:32:13] we will email you access to this and
[06:32:15] then we can get you started. And if you
[06:32:16] don't see an email access, just drop a
[06:32:18] comment down below and we will get you
[06:32:19] settled. So again guys, thank you for
[06:32:21] watching. Check out the link down below
[06:32:22] and let's get back to the video. So to
[06:32:23] access forms, surveys, and quizzes,
[06:32:25] you're just going to come right to
[06:32:26] sites, and you're going to come right
[06:32:28] over here, and you'll see forms,
[06:32:30] surveys, and quizzes. Okay? So, first up
[06:32:32] is forms. Okay? And you use these when
[06:32:34] you need basic info. Okay? Example,
[06:32:38] contact form, signup form. It's just an
[06:32:40] info form. And this is what a form looks
[06:32:43] like. Okay? It has first name, last
[06:32:45] name, basic form fields, and all it's
[06:32:46] there for is to collect either user or
[06:32:48] lead information that just gets
[06:32:50] submitted into your system. Then we have
[06:32:52] surveys and this is used when you want
[06:32:55] opinions or feedback on something and go
[06:32:58] high level. So example how was your
[06:33:00] experience radar service simple things
[06:33:02] like that. It could be on products or
[06:33:04] services. And this is what a survey
[06:33:06] looks like. Okay. It'll be one page at a
[06:33:08] time. You fill out your info and you
[06:33:10] click next and it's going to continually
[06:33:12] take you through slide after slide in a
[06:33:14] one-page format. Okay. A form would just
[06:33:16] be a massive line. As for the survey,
[06:33:19] it's one thing at a time, collecting
[06:33:21] info and getting feedback on something
[06:33:23] you have. And then we have quizzes,
[06:33:26] which are used when you want to test,
[06:33:28] score, or recommend something inside of
[06:33:29] Go High Level. So, example, which
[06:33:31] service is right for you? A quiz that
[06:33:33] will show you a result. And the main
[06:33:35] point of quizzes is gauging where people
[06:33:36] are at. And this is what a quiz looks
[06:33:39] like. Okay? It's going to be questions
[06:33:41] where you pick answers and it goes
[06:33:43] through just like a quiz. We've all done
[06:33:44] school before and we've done, you know,
[06:33:46] college or whatever. It's a quiz. It's
[06:33:48] like a test. It just goes through, picks
[06:33:50] out the info, and then segments. So
[06:33:52] again, to recap, forms are used when you
[06:33:54] need basic info, okay? Contact
[06:33:56] information. Surveys are used when you
[06:33:57] want feedbacks or opinions. And then
[06:33:59] quizzes are used when you want to test,
[06:34:01] score, or recommend something inside of
[06:34:03] Level. So, first up is forms, okay? And
[06:34:06] you're going to see three different tabs
[06:34:08] on forms and surveys and pretty much
[06:34:11] quizzes. Builder is where you're going
[06:34:12] to build the form. Analyze is where
[06:34:13] you're going to see what's going on
[06:34:14] within the form. So, data. And then
[06:34:16] submissions is you're going to see all
[06:34:17] the info when someone submitted said
[06:34:20] form, survey, quiz. Okay, that's where
[06:34:22] you will actually see it. And in here,
[06:34:24] it's the same across the board as these
[06:34:27] three. The basic layout forms, you can
[06:34:30] click these three dots, you can edit,
[06:34:31] you can preview, you can view the
[06:34:32] submissions, you can duplicate, you can
[06:34:34] upload to templates, you can share it
[06:34:35] with other people, you can move to a
[06:34:37] folder, or you can delete it. The basic
[06:34:39] building block of the the dashboard is
[06:34:41] exactly the same form features. You have
[06:34:43] this in all of them. This just goes
[06:34:44] through and talks about templates and
[06:34:46] simple stuff like that. You can create
[06:34:47] folders right here. And then to add
[06:34:49] forms, you just click this plus that
[06:34:51] says add form. And this is where you're
[06:34:52] going to build it. Okay? And you can
[06:34:54] either start from scratch or use one of
[06:34:57] these amazing pre-built out templates
[06:34:59] where all the work is done. You got all
[06:35:01] these different niches and you can pick
[06:35:02] exactly what you want and choose. Now, I
[06:35:04] just want to let you know it is the same
[06:35:06] thing, okay? As you see, for all of
[06:35:08] these, okay, except this one doesn't
[06:35:10] have the features, but it's all of the
[06:35:11] same thing. You look through, you edit,
[06:35:13] and then you click the add. And that's
[06:35:14] how you get it. So, just remember this
[06:35:17] dashboard right here is the same for all
[06:35:19] three. And guys, it's really important
[06:35:21] that I'm going through all three of
[06:35:22] these at once because they are all in
[06:35:24] the same family. Back in the day, I had
[06:35:26] a video on forms, a video on surveys, a
[06:35:27] video on quizzes, but really, they're
[06:35:29] all so similar and they need to all be
[06:35:31] included in one video because they play
[06:35:32] off each other and they really are all
[06:35:34] in the same family. They're all brothers
[06:35:35] and sisters. So, first up, we're going
[06:35:37] to go through building forms and we're
[06:35:38] going to start from scratch. Okay. So,
[06:35:40] we're going to click start from scratch
[06:35:40] and we're going to click create. So,
[06:35:42] here we are. The first thing I just want
[06:35:44] to explain to you, you name your form
[06:35:45] right here. Make sure you name it
[06:35:47] accordingly, whatever you're going to
[06:35:48] use. We're just going to do test form,
[06:35:50] but put the name in there that you want
[06:35:52] to use. Over here, this is where you're
[06:35:54] going to preview it. Okay. Integrate it.
[06:35:55] We're going to go over that later. This
[06:35:56] is how you save your edits. And then
[06:35:58] right up here, you can either undo your
[06:35:59] work, check versions, and then we're
[06:36:01] going to get into that in a second. And
[06:36:02] then right here, you see mobile mode
[06:36:03] versus desktop mode to know that it's
[06:36:05] properly optimized. And then right over
[06:36:07] here you can click back to go back. So
[06:36:09] now we're going to go through building
[06:36:11] the form and all of the different
[06:36:12] features you have. So the first thing I
[06:36:14] want to explain to you is elements are
[06:36:16] taken from the lefthand side brought in
[06:36:18] dragged onto the middle where the form
[06:36:20] is and then you would edit the elements
[06:36:22] on the right hand side. That's where all
[06:36:24] the little edits are. Just to let you
[06:36:26] know creates on the left is in the
[06:36:28] middle and then you edit the fine
[06:36:30] details on the right hand which is right
[06:36:32] here. So the first thing I want to show
[06:36:33] you is all of the features you have
[06:36:35] available in elements. These are just
[06:36:37] things you can add to your form. So you
[06:36:38] have full name, first name, last name,
[06:36:40] date of birth, phone, email. Okay, you
[06:36:43] have a button, you have products if you
[06:36:45] want to add a product into the form. You
[06:36:46] can collect payments. You can put an
[06:36:48] address, a city, a state, a country, a
[06:36:51] postal code, an organization, a website,
[06:36:54] single line text, multi-line text, text
[06:36:56] box. You have single drop down, multi
[06:36:58] dropown, checkbox. Remember, just like
[06:37:00] quiz form, simple stuff. I'll just show
[06:37:01] you if you want to know what it looks
[06:37:02] like. Okay. You have a radio which is
[06:37:03] very similar to checkbox but you just
[06:37:05] click multiple of them. Then you have
[06:37:06] more text. You have HTML if you want to
[06:37:08] put code in. You have capacia. This is
[06:37:10] like the robot that says click these
[06:37:11] three things that look like a
[06:37:12] motorcycle. That's what that is. It
[06:37:13] weeds out spam. You then can add in
[06:37:15] source. Then you have terms and service.
[06:37:16] This is very important. You're going to
[06:37:17] want this to be compliant. Okay. Score.
[06:37:19] This is if you're doing more stuff with
[06:37:21] manage scoring. Try to get points. Sale
[06:37:23] stuff. Images. File uploads. If you're
[06:37:25] doing like an onboarding form, very
[06:37:26] important so they can upload pictures.
[06:37:28] any sort of monetary and you have a date
[06:37:30] picker and a signature which if you want
[06:37:32] to have like a contract form, you could
[06:37:34] put it in there, but no real need. But
[06:37:36] you have all of these different options
[06:37:38] for your form that you can add in right
[06:37:40] in here. So, you go crazy with however
[06:37:43] you want that. Again, you just have to
[06:37:44] choose what you want. You would pick
[06:37:46] what you want here. And then from there,
[06:37:48] you're good to go. So, what we're going
[06:37:49] to do is we're just going to put a terms
[06:37:51] and conditions right in here just so we
[06:37:53] have that. And then what you're going to
[06:37:54] want to do here is you're going to
[06:37:55] always want to have your privacy policy
[06:37:57] and your terms of service linked. And to
[06:37:59] do this, you would just click this right
[06:38:01] here. Okay? Click this and then click
[06:38:04] link. And then you put in your link.
[06:38:05] Again, there's full videos on how to do
[06:38:07] that on my channel. But you just want to
[06:38:08] have those so you are compliant. You can
[06:38:10] use the same thing you have on your
[06:38:11] website. And you can draft these in chat
[06:38:13] GBT. It's super easy. So you're going to
[06:38:15] pick how you want your form to look and
[06:38:16] what you wanted it over here. Now,
[06:38:19] here's one more step that you may want
[06:38:20] to know, and that's called custom
[06:38:22] fields. A custom field is a form that's
[06:38:25] not on here that you create. So a custom
[06:38:27] field can be anything. So right here,
[06:38:29] these are the basic form fields. Okay,
[06:38:30] you got buttons, you got first name,
[06:38:32] last name, you got organization. It's
[06:38:33] just basic data points. Custom fields,
[06:38:36] okay, these are fields, but they're
[06:38:37] custom. So they can be whatever you want
[06:38:39] them to be. So that could be favorite
[06:38:41] Pokemon card, favorite soccer team, it
[06:38:42] could be how much money did you make
[06:38:44] last year, how many employees you have.
[06:38:45] It is whatever you want it to do. And
[06:38:46] you can just click add. You pick how you
[06:38:48] want this. Again, I have bigger videos
[06:38:50] on my channel that go really in depth if
[06:38:51] you're a little confused on this. You
[06:38:52] put in your field name, the grouping,
[06:38:54] you put in if it's something custom
[06:38:56] objects, then you click save, and then
[06:38:58] you will now have a custom field. So, I
[06:39:00] have a couple in here. I have favorite
[06:39:02] Pokemon card, as you see right there,
[06:39:03] and we could add that in if we wanted
[06:39:05] someone to put in their favorite Pokemon
[06:39:07] card. Now, again, you don't have to do
[06:39:10] that, but the idea is is you can have
[06:39:12] whatever you want on a form, and you can
[06:39:13] capture any information here. So, again,
[06:39:16] quick recap. You come in here, you find
[06:39:18] out what you want on your form,
[06:39:19] depending if it's a sales form, an
[06:39:21] onboarding form, a fun form, whatever
[06:39:23] you're doing, and you will add your
[06:39:24] elements right on this left-hand side
[06:39:26] and pick whatever you want. And then if
[06:39:28] you don't have the options in quick ad,
[06:39:30] you will add a custom field and you will
[06:39:32] drag just like this and you will drop
[06:39:34] right in there and you will be done.
[06:39:36] Okay, so that's how [clears throat] you
[06:39:37] build said form and you put the features
[06:39:39] you want on the form in here. Now, on
[06:39:41] the other side, we have the basic edits
[06:39:44] you can perform right in here. So if you
[06:39:45] click any of these, you will see you
[06:39:47] have all this. So the label is going to
[06:39:48] be this up top right here. The
[06:39:50] placeholder is this right here. So if we
[06:39:52] get rid of this, look what happens. It
[06:39:53] just says first. Okay. Right underneath
[06:39:55] query key. You do not want to mess with
[06:39:57] this. This is like the code that makes a
[06:39:58] form work. Don't mess with that. Field
[06:40:00] width. You can switch this making it
[06:40:02] like this or that, whatever you want.
[06:40:03] And then you can do required, which is
[06:40:05] this little asterisk here, which again,
[06:40:07] you see this on a lot of forms, like you
[06:40:08] have to put your phone number in. And
[06:40:09] then over here you have hidden, which
[06:40:10] will literally just hide said field and
[06:40:12] then get rid of it. So you have all
[06:40:14] these options on the side for every
[06:40:16] single one you click and you can edit.
[06:40:18] Now for anything that's not just a field
[06:40:20] like a button, a product, this stuff.
[06:40:22] You can come right over here again and
[06:40:23] customize it. So if you've seen any of
[06:40:24] my videos on websites, email marketing,
[06:40:27] it's the same builder across the board.
[06:40:29] You pick what color you want, what font
[06:40:31] you want, the size of the font. It's all
[06:40:33] right here. You just go through and you
[06:40:34] play with it. I don't know if you're
[06:40:36] trying to make this different, you're
[06:40:37] trying to make this fancy, you just go
[06:40:40] through and you add what you want.
[06:40:41] Again, if you have questions, drop them
[06:40:42] down below. my answer so fast. But once
[06:40:43] you have your form dialed in the way you
[06:40:45] want it, you then have the option to add
[06:40:48] conditional logic. This is really neat
[06:40:50] because what this allows you to do is
[06:40:52] change up the form based on what people
[06:40:54] say. Because if you have a sales form
[06:40:55] and you only want people that are above
[06:40:57] a million dollars in business revenue,
[06:40:58] this can disqualify them and then send
[06:41:00] them to a different thing as opposed to
[06:41:01] give them access to your course. This
[06:41:02] gets really in-depth, but it's really,
[06:41:04] really powerful. So what we could do is
[06:41:06] we could redirect your URL if their last
[06:41:09] name is equal to X. Now, right now, all
[06:41:13] we have on this form is these four
[06:41:15] fields. You're not really going to see
[06:41:16] it, but let me show you. If we come in
[06:41:18] here and we put in favorite soccer team,
[06:41:20] and we come back to conditional logic,
[06:41:22] okay? And if we go right here, cuz you
[06:41:24] see it now pops up. Whatever's on your
[06:41:25] form is going to pop up. Here we go. If
[06:41:27] soccer team is equal to, you know, Real
[06:41:29] Madrid and you can do and or you can
[06:41:31] really pick whatever you want here. But
[06:41:33] then what we could do is we could say
[06:41:35] send them to this URL. And it could be
[06:41:37] like, thank you very much. I mean, you
[06:41:39] can go crazy with it. It could be a
[06:41:40] message you display or it could just get
[06:41:42] rid of them altogether. And the point of
[06:41:44] this is just to segment your leads. So
[06:41:46] obviously I don't have a form that has
[06:41:47] favorite soccer teams, but the idea is
[06:41:49] is if you want to disqualify people and
[06:41:51] you want to make sure you have a tighter
[06:41:52] sales process or your clients only want
[06:41:54] people that want hot water installs,
[06:41:56] this will immediately get rid of those
[06:41:58] people that you don't want. So this can
[06:42:00] be very, very powerful if you want. And
[06:42:02] again, you just have to put in what you
[06:42:03] want. You fill out your form the right
[06:42:05] way and you can put a URL or whatever
[06:42:06] you want and then you're done. So when
[06:42:08] this goes through, do you want a email
[06:42:10] notification on this form and you can
[06:42:12] fill out the subject, the email who it
[06:42:13] goes to, you can put to a bunch of
[06:42:14] people and then whatever. And then what
[06:42:16] you can also do is you can send an
[06:42:17] autoresponder as opposed to going in
[06:42:19] automations and doing this. This will
[06:42:20] send the person an email as soon as they
[06:42:22] get this. And these are just some simple
[06:42:24] notifications you can set up. So
[06:42:25] remember, email notification is to you,
[06:42:27] autoresponder is to them. So that's
[06:42:30] basically all of the regular parts of
[06:42:32] the form. Now, last but not least, if
[06:42:33] you come right up here, you will see
[06:42:35] style and options. Just when you thought
[06:42:37] it was done, there is more bonus and
[06:42:40] more. But basically what this is is this
[06:42:42] is the look and style of the form. So
[06:42:45] first we have styles. This is how do you
[06:42:47] want your form to be laid out. You have
[06:42:49] box. You have line. I mean it's
[06:42:51] literally everything. The width to make
[06:42:53] it bigger, smaller, taller, whatever you
[06:42:55] want. You can add any sort of padding to
[06:42:57] make this look good. You can add margin.
[06:42:59] Your colors and background. You can
[06:43:00] change the color of everything. You do
[06:43:02] whatever you want. Again, all of the
[06:43:04] things you want are right in here. It's
[06:43:06] just so obvious and I'm going to still
[06:43:08] go through it. You pick background
[06:43:09] image. That's if you want an image on
[06:43:10] the background of this header image.
[06:43:12] Okay. Miscellaneous is if you want your
[06:43:14] agency branding. If you have the white
[06:43:16] label version, it'll pop up right there.
[06:43:17] Then you have advanced settings, which
[06:43:19] is just going to be some stuff that's
[06:43:20] with the fields. It goes even more in
[06:43:22] depth. You're most likely not going to
[06:43:24] need that, but if you do, it's all right
[06:43:25] here for the input field. Okay. Your
[06:43:27] label, your shortly placeholder, and
[06:43:28] then any custom CSS if you want to add
[06:43:31] that. Okay. So, that is what all the
[06:43:33] styles are. It is just a way to make the
[06:43:35] form look different. Then we have
[06:43:36] themes. So back earlier I showed you the
[06:43:39] templates. We can apply these very
[06:43:40] easily and change the forms. We could go
[06:43:42] right here and go I want animal lover.
[06:43:43] We click use theme. We click proceed.
[06:43:46] And now what it's going to do is boom,
[06:43:47] it's going to change the look and feel
[06:43:49] of the theme, which is actually pretty
[06:43:51] cool. If you want something really cool
[06:43:52] and unique and you don't have to do a
[06:43:53] lot of work, it'll keep exactly what you
[06:43:55] have, but you can pick whatever you want
[06:43:57] here. You just follow the instructions.
[06:43:58] You click use theme and then you're
[06:43:59] done. So now we have options. So, when
[06:44:02] someone submits, what do you want it to
[06:44:04] say? What's the thank you message? You
[06:44:05] want to say hello? Do you want to say,
[06:44:07] you know, go buy my products? You put in
[06:44:09] the message after they submit cuz
[06:44:10] remember they have to click submit and
[06:44:11] then it goes into the database. Facebook
[06:44:13] pixel ID. This is if you want to do
[06:44:14] stuff with Facebook advertising. Same
[06:44:16] with Facebook pixel events. Okay? I have
[06:44:18] other videos on that. If you're trying
[06:44:19] to learn Facebook ads, that's how you
[06:44:20] would plug that in. And then you have
[06:44:22] basic form settings. So, sticky contact.
[06:44:24] This is how you basically have it fill
[06:44:26] into the contact fields if it's like
[06:44:27] they already filled it out elsewhere.
[06:44:29] Just pre-populates. Okay. GDR compliant
[06:44:31] font. That's if you're in the Euro zone.
[06:44:33] You can look that up. It's some
[06:44:34] compliance stuff with the Europa people.
[06:44:36] And then we have enable time zone, which
[06:44:38] is just allowing the time zone. So you
[06:44:40] pick what you want. You just toggle
[06:44:41] these on or off, you know, however you
[06:44:43] want to do it. You just click on and
[06:44:44] off. And then you're good. And then once
[06:44:46] you have all this, make sure you're
[06:44:47] always clicking save. That's just very
[06:44:48] or etiquette. But just a quick recap so
[06:44:51] you understand. You come into your form.
[06:44:53] The first thing you're going to have is
[06:44:55] elements. These are the building blocks
[06:44:57] of the form. This is how you create said
[06:44:58] form and what you want in it.
[06:45:00] Conditional logic is just more settings
[06:45:01] on set form right here. And then
[06:45:03] notifications is just how to create
[06:45:05] notifications on when someone submits
[06:45:06] your form. Then once you have everything
[06:45:08] on the middle side, which is your form,
[06:45:10] clicking these allows you to edit each
[06:45:12] individual field that you created over
[06:45:14] here on the left hand side and you can
[06:45:16] add extra stuff right there. Then to
[06:45:18] make your form look different, okay, and
[06:45:21] be more pleasing to the eye, you click
[06:45:23] these up here, okay, these little dots,
[06:45:25] and you go to styles and themes. Those
[06:45:28] two are going to be how you make the
[06:45:30] form look different. Then options is
[06:45:32] just going to be some final settings on
[06:45:34] the form. And from there, you're done.
[06:45:36] That is how forms work and that is how
[06:45:38] you create them. So now what I want to
[06:45:39] show you is how to put this on a website
[06:45:41] or anywhere in high level. Cuz remember,
[06:45:42] you can put forms really anywhere in
[06:45:43] your email templates in in your email
[06:45:46] blasts, in your text message blasts,
[06:45:48] okay? In surveys, on websites, on
[06:45:51] funnels, like you really can put it
[06:45:52] anywhere. But I want to show you how to
[06:45:53] put it in. And then I want to show you
[06:45:54] where to find your submissions because I
[06:45:56] think this is really important. So what
[06:45:57] we're going to do to add anywhere is you
[06:45:59] click integrate. And you're going to get
[06:46:00] multiple different options. Clicky
[06:46:02] sidebar, polite slidein, popup, and
[06:46:04] inline. And right over here you have
[06:46:06] some settings on each of these you can
[06:46:08] activate. And then right here is where
[06:46:09] you get. So you can copy form link which
[06:46:11] is just a link to this or you can copy
[06:46:13] embed code and put this in code and
[06:46:15] embed it somewhere which could be on
[06:46:16] another website or wherever which can be
[06:46:18] pretty cool. Okay. So, what we're going
[06:46:19] to do is we're just going to pick this
[06:46:20] one right here and we're going to copy
[06:46:22] form link and we're going to click done.
[06:46:23] And then we're going to come over to our
[06:46:25] website and we're just going to add this
[06:46:27] right like this. So, we're going to
[06:46:28] click make an appointment. Okay? And
[06:46:30] we're going to scroll right down and the
[06:46:31] button actions is going to be website
[06:46:34] URL. And then we're going to click this
[06:46:36] right here and we're going to paste this
[06:46:37] right in like this. And then we're going
[06:46:39] to click save. And then what I want to
[06:46:41] show you here, which is really cool, is
[06:46:42] this live and how this works. I'm also
[06:46:45] going to show you how to put in a pop-up
[06:46:46] or however you want to do it. When you
[06:46:47] have this now, when someone clicks make
[06:46:48] an appointment, it now pulls up the form
[06:46:51] with the doggy or the wolf or whatever
[06:46:53] that is. And then you just fill in your
[06:46:55] info and then you're good to go. So, you
[06:46:57] can really add these forms anywhere. But
[06:46:59] what I want to show you is to do it for
[06:47:00] pop-ups. So, we click this right here.
[06:47:02] Let's do copy embed code. Okay. And then
[06:47:04] what we're going to do is we're going to
[06:47:05] come right back here to popup settings.
[06:47:07] And we're going to add this right in
[06:47:08] here. So, we're going to add row. We're
[06:47:10] going to add this. And we're going to
[06:47:11] add element. And we're going to do we're
[06:47:14] going to do form. We're going to put it
[06:47:15] in right here. And then we can just
[06:47:16] select.
[06:47:18] So you have a bunch of different options
[06:47:20] for putting forms in. So you can always
[06:47:21] do the link, okay, just like I showed
[06:47:23] you. And you can copy the code, copy the
[06:47:25] form. You could do these on other
[06:47:26] websites, not just on GHL. But you can
[06:47:27] also just select these within Go Highle,
[06:47:30] which is really cool. We're going to
[06:47:31] come right back here, okay? And we're
[06:47:32] just going to come right in here. We're
[06:47:34] going to click add elements. And we can
[06:47:35] just add forms. You can do this really
[06:47:37] anywhere. And look at this. Boom. It is
[06:47:39] now said form that popped up. You can
[06:47:42] add this really anywhere in Gohle, which
[06:47:44] is really, really cool. And you can come
[06:47:46] right into pop-up settings. And what you
[06:47:48] can do is you can add a form in here. So
[06:47:49] now this popup pops up on the page. So
[06:47:51] if we save this, you will now have forms
[06:47:54] popping up on your page, which is really
[06:47:55] cool. Boom. Look at that. It pops up now
[06:47:58] just on the page, just the way we like
[06:47:59] it. And we fill it in and then we're
[06:48:00] good. You don't want to have a
[06:48:01] background that looks like this is a
[06:48:03] terrible design. It's going to be on a
[06:48:04] website. Like I'm obviously just testing
[06:48:06] this. Don't actually put your form like
[06:48:08] that with a dog in the background. Even
[06:48:09] if you are like a a pet groomer or
[06:48:11] someone like that, make it look a little
[06:48:13] cleaner. Obviously looks very bad. But
[06:48:14] now what I want to show you to do now
[06:48:15] that you know how to build your form and
[06:48:17] you know how to put your form anywhere
[06:48:19] and go high level and really just you
[06:48:20] know have carb blanch here. I want to
[06:48:22] show you where the submission goes and
[06:48:24] how the back end works so you can
[06:48:25] understand this. So we're going to come
[06:48:27] right in here and we're going to click
[06:48:28] all of this jolly stuff. So we're going
[06:48:30] to do 0 567
[06:48:34] 8771.
[06:48:35] We're going to put our email which will
[06:48:36] be Declan Wizard. And then we're going
[06:48:39] to do favorite soccer team. We're going
[06:48:40] to do Aaron me. Okay. Click this. And
[06:48:43] then we're going to agree and we're
[06:48:45] going to click button. Okay, obviously
[06:48:46] that was supposed to say submit, but for
[06:48:48] the test we just put that in there. So
[06:48:50] now what we're going to do is we're
[06:48:51] going to show you how to see where this
[06:48:53] form would submit. So wherever you have
[06:48:54] your form, it has to go somewhere. The
[06:48:56] data has to go somewhere. It doesn't
[06:48:57] just go into the ether, it goes into the
[06:48:58] back end of high level. So if we come
[06:49:00] back into high level and we come right
[06:49:01] back up to forms, you come right into
[06:49:03] submissions. Okay? And look at this. It
[06:49:06] now pops up with all of my info. And you
[06:49:09] can see it right here. So you now have a
[06:49:12] database of every person that submits a
[06:49:14] form. This is really important guys for
[06:49:16] building email lists, text messages,
[06:49:18] having data, but it's all right here in
[06:49:20] High Level, which is amazing. So if you
[06:49:22] have any questions, if this is
[06:49:23] confusing, please drop a comment down
[06:49:24] below. Okay? I don't want anyone being
[06:49:25] confused. I want you to match this. This
[06:49:27] is a very, very important part of High
[06:49:28] Level. I think a lot of people miss over
[06:49:30] and I just want to make sure you
[06:49:31] understand everything. Last but not
[06:49:33] least, I just want to show you what you
[06:49:35] can do once you have this all set up and
[06:49:37] that is with automations. Okay, so we're
[06:49:39] going to come right into automations and
[06:49:40] I'm just going to show you this very
[06:49:41] quickly. If you come right into
[06:49:42] automations, I just want to show you
[06:49:44] that you have a form submitted trigger
[06:49:47] where you can pick the exact form you
[06:49:50] want. Okay, remember test form. And what
[06:49:52] you can do is anytime someone submits
[06:49:54] this form, you can come in and you can
[06:49:56] send email, you can send text message,
[06:49:58] you can put them in another automation,
[06:49:59] you can literally do anything off this.
[06:50:01] And I'm trying to get you to kind of
[06:50:03] open up your mind and get your creative
[06:50:04] juices going here because once you
[06:50:06] understand this, you realize that
[06:50:07] anytime someone submits the form that we
[06:50:10] just created, a bunch of different stuff
[06:50:11] that can happen. And this is how you
[06:50:12] automate your onboarding and you do so
[06:50:14] much other amazing stuff. So, now that
[06:50:16] we've gone over forms, now I want to go
[06:50:18] over surveys, okay? And I promise this
[06:50:20] will be much faster because it's so
[06:50:22] similar and it's really just a couple
[06:50:23] key differences. So, what we're going to
[06:50:24] do is we're actually going to pick from
[06:50:25] a template because I think for service
[06:50:27] it just looks cooler. We're going to
[06:50:28] come right in here and we are going to
[06:50:30] do this one right here. We're going to
[06:50:32] click this and we're going to click
[06:50:33] continue to do. That way you're also
[06:50:34] seeing how to use templates and build it
[06:50:36] from scratch. Give you that
[06:50:37] multi-dimensional approach. So with the
[06:50:40] way surveys work is they go from slide
[06:50:42] to slide. See a form is just one form.
[06:50:44] You fill it out, it submits. Surveys
[06:50:46] it's slide after slide and you can just
[06:50:48] click add slide and you can continually
[06:50:51] add slides and make this as long as you
[06:50:52] want and put in whatever questions you
[06:50:53] want. How much money do you make a year?
[06:50:54] What's your favorite rubber ducky? You
[06:50:55] know, what car do you drive? How do you,
[06:50:57] you know, exercise? Whatever you want.
[06:50:59] You can just add it in here. It's it's
[06:51:01] literally whatever you want. Now, what
[06:51:02] I'm going to show you right here is it
[06:51:04] is the exact same thing as forms. Yes,
[06:51:07] the same thing I just went over applies.
[06:51:09] You pull from the left. Okay? You add
[06:51:11] custom fields. If you don't, it'll come
[06:51:12] right into the middle. You click these
[06:51:14] right here and you edit it right on the
[06:51:15] right. It is the exact same thing. So, I
[06:51:17] don't have to go over that because you
[06:51:18] now know. And if you don't know, please
[06:51:20] go back earlier in the video and watch
[06:51:21] that because it is the same for forms,
[06:51:23] surveys, and quizzes. It's the same
[06:51:24] builder, the same building block, and
[06:51:26] the same rubric for all three. So, you
[06:51:28] pick what you want, but the difference
[06:51:30] is is in the way that this goes through.
[06:51:32] So, again, styles and options. You have
[06:51:34] the styles, which edits the way the form
[06:51:36] looks. Same with themes. You can switch
[06:51:38] up the way you want your survey to look.
[06:51:41] But then in options, you have a couple
[06:51:43] different things you can add in. This is
[06:51:45] where it gets a little bit different.
[06:51:46] Okay, so onsubmit, same as before. You
[06:51:48] know how that triggers and goes through
[06:51:50] once they submit it. But then what you
[06:51:51] can do is you can disqualify people, but
[06:51:54] you can disqualify people based on what
[06:51:56] they say and you can send certain
[06:51:58] messages and disqualify after they
[06:52:00] submit. And that's where a couple of
[06:52:01] different things kind of lay in. And you
[06:52:03] really pick, you know, what you want me
[06:52:05] URL. And then these are just the same
[06:52:07] except for survey. And these are the
[06:52:09] same as all the other ones except survey
[06:52:11] settings. You have a different kind of
[06:52:13] building block. So just to be clear,
[06:52:15] it's the same thing across the board as
[06:52:17] forms except for these couple things I'm
[06:52:18] showing you. And one of them is in
[06:52:19] survey settings. So, is do you want one
[06:52:21] question at a time or do you want all of
[06:52:22] them lined out? So, remember before I
[06:52:24] showed you it's just question, slide,
[06:52:26] question, sticky contact. We already
[06:52:27] talked about that. Back button. This
[06:52:28] allows them to go backwards in the
[06:52:30] survey if they want to check the
[06:52:31] previous question, which I recommend
[06:52:32] having on auto navigation. This is just
[06:52:34] being able to them to navigate
[06:52:35] automatically. Progress bar. This is
[06:52:37] pretty cool because this shows them how
[06:52:38] much progress they have made. Okay, so
[06:52:41] it will be like, okay, how far are they
[06:52:42] going? I don't know why it's not popping
[06:52:44] up on here. I think we need to add it.
[06:52:45] But that just shows them, okay, you're
[06:52:46] 20% of the way, you're 30% of the way,
[06:52:48] which can pretty pretty cool. You can
[06:52:49] disable any sort of animations. If
[06:52:51] you're using a template, it may have an
[06:52:53] animation. Once you go through the next
[06:52:55] slide, it'll just go right back to the
[06:52:57] top. Okay. GR compliant font. We already
[06:52:58] went over that. And then enable time
[06:52:59] zone. And then footer HTML if you want
[06:53:01] to add stuff to the footer. But it's the
[06:53:03] same thing other than that. So you just
[06:53:05] decide how you want this to work. Okay?
[06:53:08] And it's the same building block except
[06:53:10] the difference is is like we said
[06:53:12] before, surveys are for gathering
[06:53:14] feedback. Forms are just for
[06:53:16] information. So, if you've, let's say,
[06:53:18] just got someone on your marketing
[06:53:19] service or someone went through your
[06:53:20] lawn care, you could create a survey
[06:53:22] form in order for them to figure out
[06:53:24] what did you do right, what did you
[06:53:25] wrong, how could we improve this, or if
[06:53:26] someone quits your business, they leave,
[06:53:28] you can have a survey to figure out
[06:53:30] what's going wrong for them or downell
[06:53:31] them. Surveys can be used incredibly
[06:53:33] powerfully for service based business
[06:53:35] owners. If people want to leave or
[06:53:36] cancel a retainer and not go through
[06:53:38] with something, a survey oftentimes can
[06:53:39] bring them back and sell them. But, it
[06:53:41] can also get valuable information to
[06:53:42] improve your product. And that's what a
[06:53:44] lot of people don't understand is your
[06:53:45] people will tell you where it's going
[06:53:47] wrong. They give you free help. They
[06:53:48] don't think this is a thing. But oftent
[06:53:50] times surveys and these little data
[06:53:52] points will help you gauge, okay, where
[06:53:54] you're at with your services. So that is
[06:53:56] really what this is for. Now to
[06:53:58] integrate this, the same exact thing
[06:54:00] except you only have embed and link. So
[06:54:02] we're going to do is we're just going to
[06:54:03] get this link right here. We're going to
[06:54:05] copy this right here. We're going to
[06:54:07] come over to our website. Okay. going to
[06:54:09] go right into this button and we're just
[06:54:12] going to do the same thing we did before
[06:54:13] except it's going to be said survey.
[06:54:16] Obviously, if it's a survey you want to
[06:54:17] say click here to do survey. Pick
[06:54:19] whatever you want. We're going to save
[06:54:20] this. Now, we're going to edit it so we
[06:54:21] can see what it does. Okay, we're back
[06:54:23] in here. We're going to click make
[06:54:25] appointment. And now we're going to see
[06:54:27] the survey that we created. And right
[06:54:29] here is the progress bar. It's pretty
[06:54:30] cool. But this is where we will go
[06:54:32] through all of that. And it's the same
[06:54:34] thing as before. Let's try the other
[06:54:36] one. We'll click this right here and
[06:54:37] we'll do real estate. Let's see if that
[06:54:39] saves. Perfect. Okay, it popped up. So,
[06:54:41] this is a little glitch, but this was
[06:54:42] another one I created a long time ago.
[06:54:44] But this way, you can add it in just
[06:54:45] like before. So, you guys are starting
[06:54:46] to pick up on the pattern that it's the
[06:54:48] same thing across the board. You get the
[06:54:49] link, you put it in, and then you're
[06:54:51] good to go. One thing I actually want to
[06:54:52] show you really fast back on here is
[06:54:54] doing embeds in case you didn't
[06:54:55] understand because you can add these
[06:54:56] into other people's websites. If you're
[06:54:58] using WordPress, Squarespace, HubSpot,
[06:55:00] you can actually add these in. So, we're
[06:55:01] going to do is we're going to copy this
[06:55:02] and we're going to come right back here.
[06:55:04] And I just want to show you what you can
[06:55:05] do here. And by the way, you can add the
[06:55:07] survey to the popup, too. It's literally
[06:55:09] the same thing as before. You come in
[06:55:11] here, you click survey, you drop it in,
[06:55:13] you pick it. But what we're going to do
[06:55:14] now is we're going to just show you how
[06:55:16] to put this in with code. So, we're
[06:55:17] going to do code. And we're going to
[06:55:19] drop this right here. Okay? And
[06:55:20] remember, every website builder pretty
[06:55:22] much has a code editor. And it's really
[06:55:25] important to utilize this if people have
[06:55:27] stuff that's not on high level. And you
[06:55:29] can just copy said code that's in here,
[06:55:31] okay? and you can bring it in and you
[06:55:33] can just drop it right in here. Save it
[06:55:35] and then you have now built something
[06:55:37] that you can have anywhere which is cool
[06:55:39] and highle allows the ability. So it's
[06:55:40] going to look like this right here.
[06:55:41] We're going to click save and then when
[06:55:43] we view it's going to pop up. So check
[06:55:45] this out. So we come in and refresh the
[06:55:47] page and boom there it is. It's just
[06:55:48] popped right in there. That was using
[06:55:49] code and you can do that on any platform
[06:55:52] because they all have those little code
[06:55:53] editors and you take it, you drag it,
[06:55:55] you drop, you copy and paste the code
[06:55:56] you have and then you're good to go. So
[06:55:58] really what I'm just showing you is
[06:55:59] there's multiple different ways to add
[06:56:01] these to websites and whatnot. So now
[06:56:03] that we have this done, I want to just
[06:56:05] show you with submissions and a little
[06:56:06] bit of analyze. So you can say Declan,
[06:56:08] we're going to do five 0 5 6 7 8 9. We
[06:56:12] are going to 28 and we're going to do
[06:56:16] let's do declin.com. Best time of
[06:56:18] contact. We'll just do that. See 50%. It
[06:56:20] shows you right there. Pretty cool.
[06:56:22] We're going to come right here. We're
[06:56:22] going to click Whiteart Lane. We're
[06:56:24] going to do Front Royal. Technically,
[06:56:26] not infront royal, but 22560.
[06:56:30] Country, we're going to do United
[06:56:32] States. Let's go all the way down and
[06:56:35] get United States single family capac.
[06:56:38] We click that member. That's the thing
[06:56:39] to make sure you're not a robot. So, you
[06:56:40] pick whatever you want. And once you're
[06:56:41] done, you click submit, guys. I'm just
[06:56:44] walking you through this just so you
[06:56:45] have that better knowledge because it
[06:56:46] will help you a lot. So, now that we
[06:56:49] have that submitted, I want to show you
[06:56:50] in submissions and analyze how this part
[06:56:52] works. So again, just like forms, you
[06:56:55] get all the contact info in submissions.
[06:56:57] Remember guys, when it gets submitted,
[06:56:59] your info will be right in here. So we
[06:57:01] come and we go, cool, I like this. But
[06:57:03] then something I want to show you under
[06:57:04] here that's that's I didn't show you in
[06:57:06] forms is analyze, which is the data and
[06:57:08] metrics on your surveys or forms, which
[06:57:10] can be awesome. You can see all these
[06:57:11] little things about it that you didn't
[06:57:13] quite have, which is all right here. So
[06:57:15] you can check out, you know, completion
[06:57:16] time, total views, and it will all be
[06:57:18] right in here. It's very
[06:57:20] straightforward, and that's how you get
[06:57:21] all of your data. So, last but not
[06:57:23] least, I just want to show you again the
[06:57:25] power you have in automations. Remember
[06:57:28] what I said before? You can come in
[06:57:29] here, you can pick the exact survey we
[06:57:32] just created and you can then do
[06:57:34] anything and go high level off of this.
[06:57:36] Guys, I'm just showing you what's
[06:57:38] possible because a lot of you guys set
[06:57:39] one thing up and then you leave it and
[06:57:41] you don't realize that if you create the
[06:57:43] system, it's less work for you and you
[06:57:45] get more money. like I'm I'm just
[06:57:47] speaking in very clear simple terms
[06:57:50] because you can automate almost
[06:57:52] everything AI and automation and with
[06:57:54] surveys you have that ability. So now
[06:57:56] we're going to go over the last part
[06:57:57] which is quizzes. So it's very similar
[06:57:59] to forms and service except there's a
[06:58:00] scoring element because it's a quiz. So
[06:58:02] I want to go over that too so it just
[06:58:04] makes sense. So we're going to go into
[06:58:05] quizzes. We're going to click add quiz.
[06:58:07] We're going to start from scratch and
[06:58:08] we're just going to do it the old
[06:58:09] fashioned way. So, same exact layout as
[06:58:12] forms and surveys, but there is one key
[06:58:14] difference cuz I'm not even going to go
[06:58:15] into all this cuz it's just one key
[06:58:16] difference is that you have a scoring
[06:58:18] element and an after page that you need
[06:58:20] to edit because it's a quiz. Okay. So,
[06:58:22] now what we're going to do is we're
[06:58:23] going to do multiple choice. Okay. And
[06:58:25] we're going to edit this. We're going to
[06:58:26] click this. Same thing as before. You
[06:58:28] pull from the left, you edit on the
[06:58:29] right. So, we're going come right in
[06:58:30] here. We're going to do best CRM. Okay.
[06:58:34] Then we're going to come right down
[06:58:35] here. And this is how you're going to
[06:58:36] edit your options. So what we're going
[06:58:37] to do is we're going to do go high level
[06:58:40] going to do HubSpot and we're going to
[06:58:43] do sales force. Now what we're going to
[06:58:46] do with these is we're going to give
[06:58:48] these points. This is how this works.
[06:58:51] You have to create a point system. So
[06:58:54] this actually has a value. Otherwise the
[06:58:56] quiz is just random and it has no point.
[06:58:58] So we're going to do overall only. So
[06:59:00] let's do we'll do 10. We'll do zero. And
[06:59:03] for Salesforce do and you can add
[06:59:05] categories. You can do all kind of We'll
[06:59:07] just do zero. Okay. So then what we're
[06:59:09] going to do cuz we like this. We're
[06:59:10] going to add one more part of this.
[06:59:12] Okay. Which is going to be a yes or no.
[06:59:14] Okay. So we're going to click this
[06:59:15] again. Guys, you put in whatever you
[06:59:17] want. I'm just throwing this in here as
[06:59:19] a test. We're just going to do is GHL
[06:59:22] the best. Okay. Opposite. And no one's
[06:59:24] going to make a quiz like this. Then
[06:59:25] come right down. We're going to do yes
[06:59:27] only. And we're going to do 10. And then
[06:59:29] for no, we're just going to do and have
[06:59:32] it as zero. And jump to, by the way,
[06:59:34] just makes it jump to another question.
[06:59:35] So if they pick something, it could just
[06:59:36] jump to a whole another question. You
[06:59:38] just pick whatever you want here. And
[06:59:39] then you delete it like that. Okay. So
[06:59:41] then we're good to go. You can go as
[06:59:43] crazy as you want. You can add as many
[06:59:44] pages. It's as simple as that. And you
[06:59:45] just click exactly what you want. You
[06:59:46] pull from here. You put the score value
[06:59:48] for each of them. And then you're done.
[06:59:50] Drop a comment down below if you're
[06:59:51] confused or message people on Facebook,
[06:59:52] WhatsApp, Instagram if you have
[06:59:54] questions because a lot of people get
[06:59:55] tripped up over this. But you just want
[06:59:57] to make sure you put in what you have
[06:59:59] and then you give it a score. And right
[07:00:01] up here, the same exact thing. style
[07:00:03] options and then quiz settings is
[07:00:05] literally exactly the same as the rest.
[07:00:06] So, it's the same thing except for this
[07:00:08] part and then the next part I'm about to
[07:00:10] go into. So, you put in whatever you
[07:00:12] want once you have your quiz fully built
[07:00:14] out and you like everything you got. We
[07:00:16] then have to edit the result page. So,
[07:00:18] we're going to click edit template. So,
[07:00:20] the way this works is you're going to
[07:00:22] click things on the right hand side and
[07:00:24] they're going to be bunched into groups
[07:00:26] and then you're edit on the left. So,
[07:00:27] it's like reverse of before. So, we're
[07:00:28] going to start with this up here. So,
[07:00:30] right up here you can make this any
[07:00:31] which way you want. You can add a logo
[07:00:33] in. You can add logo width and
[07:00:34] dimensions. You can get rid of this
[07:00:36] right here and add whatever you want.
[07:00:38] The sizing, simple stuff. Margin,
[07:00:40] padding, up, down, side to side. You
[07:00:42] guys already understand this. So, these
[07:00:43] are just all the edits on the header of
[07:00:47] said quiz. Then, right in here, when we
[07:00:49] click this, we now are going to edit
[07:00:51] this part, which is going to be what
[07:00:53] score did you get on your quiz. So, in
[07:00:54] here, you can change the colors of
[07:00:56] everything. So, right in here, you edit
[07:00:58] exactly what you want it to say. Score
[07:01:00] settings. Where do you want this to be
[07:01:01] configured? Do you want to show the
[07:01:03] overall score? Do you want to show
[07:01:04] tiers? It's basic editing. Margin
[07:01:06] padding, move it around, side to side,
[07:01:08] and then background color, how you want
[07:01:10] it. So again, I'm not sure what you guys
[07:01:13] want in this, but you just go through
[07:01:14] and you pick and you edit. It's as
[07:01:16] simple as that. And you really click
[07:01:18] what you want on and off. And then in
[07:01:19] score tiers, it's going to be these
[07:01:21] little things right here, and you can
[07:01:22] edit them. So you can change the color,
[07:01:25] okay, of what you want it to be. You can
[07:01:27] change the label. So we'll do low. So
[07:01:30] you pick the label. Okay. And then you
[07:01:32] pick the percent. So what do you want it
[07:01:34] to be from? So anyone that is in from 0
[07:01:37] to 39% is categorized as low. Anyone
[07:01:40] from 40% to 79% is categorized as
[07:01:42] medium. And anyone from 80% to 100% is
[07:01:45] categorized as high. Drop a comment down
[07:01:47] below if you have any questions on this.
[07:01:48] But it's so straightforward, guys. You
[07:01:50] can edit every little part of this quiz,
[07:01:52] making it look beautiful and awesome. So
[07:01:54] just go through, play with this how you
[07:01:55] want it, delete what you want, add what
[07:01:57] you want and configure this probably so
[07:01:58] you see how you want this. Then right in
[07:02:00] here, okay, you can add more stuff in
[07:02:02] the body or the CTA. Just depends on
[07:02:04] what you want. You go through, you add
[07:02:06] in buttons, guys. It's really whatever
[07:02:08] you want. It's very quite simple. Button
[07:02:09] style, margin padding, get over that
[07:02:11] because it's the same thing on everyone.
[07:02:13] And then default quiz, you have
[07:02:14] basically your footer part where you can
[07:02:16] add social media links and anything else
[07:02:19] you want. So it's so straightforward.
[07:02:21] It's so basic. It's really not that
[07:02:23] crazy. It's just a super simple building
[07:02:26] block for you to create quizzes. And you
[07:02:28] go through it, you follow how you want,
[07:02:30] you edit it, and then you're done. And
[07:02:31] you can make it look however which way
[07:02:32] you want. Then you click save. You click
[07:02:34] save up here. And right as before, in
[07:02:36] all the other things we've done today,
[07:02:38] you click integrate, and you either
[07:02:39] embed or put it as a link. So we're
[07:02:41] going to do is we're going to take this
[07:02:42] as a link. So we come to the website
[07:02:44] builder, there actually isn't an option
[07:02:46] for quiz. You can't just add it in like
[07:02:48] the other ones. So, what we're going to
[07:02:49] need to do is we're going to need to add
[07:02:50] it as a link or embed it as code, which
[07:02:53] you already know how to do. So, I'm just
[07:02:54] going to show you right here. We're
[07:02:55] going to come right here. We're going to
[07:02:56] go all the way down here, website URL,
[07:02:58] and we're just going to paste our quiz
[07:03:01] in there. We're going to click save, and
[07:03:03] then you're good to go. So, it's very
[07:03:05] similar to the other ones except it
[07:03:06] doesn't have that element where you can
[07:03:08] just slap it in and select like you did
[07:03:10] with forms and surveys. You actually
[07:03:11] have to add it as a link or embed it.
[07:03:13] We're going to view our website right
[07:03:15] here. We're going to click make an
[07:03:17] appointment. And boom. We're gonna run
[07:03:19] through this real quickly. So, we're
[07:03:20] going to do go high level. See? Isn't
[07:03:21] that cool? Isn't that cool? I'm gonna
[07:03:22] click yes. Look at that. 100%. I did it.
[07:03:25] So, that's how the quizzes work. It's
[07:03:27] pretty cool. It's pretty neat. And then
[07:03:28] you can see your score and a bunch of
[07:03:29] other stuff. So, again, guys, I can't
[07:03:31] even say low. Is that what I put in
[07:03:33] there? But you put in whatever you want.
[07:03:35] You edit it which way you want. And you
[07:03:37] really have ultimate functionality with
[07:03:38] go high level. So, you can make this
[07:03:40] look any which way you want. You can
[07:03:41] create it. Okay? It's awesome, guys. And
[07:03:43] once you are done, you come right back
[07:03:45] to quizzes. You go right into
[07:03:46] submissions and you will see all of the
[07:03:48] quizzes go so you can grade them. Yes.
[07:03:49] Yes. Yes. Overall score 100%. Awesome.
[07:03:52] That's where you will see all of your
[07:03:53] quizzes data and you'll know who got
[07:03:55] what and who did what. And you can add
[07:03:56] these into communities. You can add
[07:03:58] these into courses. You can add these
[07:04:00] into a funnels. You can add these
[07:04:01] anywhere. The same thing with forms,
[07:04:02] surveys, and quizzes. Also, if you come
[07:04:04] into automations, I want to show you
[07:04:05] guys something really, really cool here.
[07:04:08] You can click this and guess what? They
[07:04:10] have quiz submitted. So, you can
[07:04:12] actually add in a quiz and then add
[07:04:14] anything else you want. So if someone
[07:04:16] submits a quiz, it could then email them
[07:04:17] a signup form. It could even mail a
[07:04:19] calendar link. It could even mail them a
[07:04:21] congratulations or text them. You can do
[07:04:22] whatever you want with high level guys.
[07:04:24] That is the beauty of this. You now have
[07:04:25] that option and that ability to create
[07:04:27] automations off of this. And guys,
[07:04:29] automations and AR are the future. So
[07:04:31] make sure you really lean into this. So
[07:04:33] it's going to help you a lot. Forms,
[07:04:34] surveys, and quizzes are so similar.
[07:04:37] There's just a couple differences
[07:04:38] between these two, which I went over in
[07:04:40] this video just so you understand that.
[07:04:42] But I really hope this helped and I
[07:04:43] really hope it has improved your
[07:04:45] knowledge and knowhow of this because
[07:04:47] once you get these three guys and you
[07:04:49] understand this, it will help your go
[07:04:51] high level game so much. Like no joke,
[07:04:53] it will help improve everything you're
[07:04:55] doing by a mile. So when I'm talking
[07:04:57] about AI voice chat widgets on high
[07:04:59] level, this is what I'm talking about.
[07:05:01] Check this out.
[07:05:01] Hello, this is Rebecca. Welcome to Zoe
[07:05:03] Zimmerman's hair salons.
[07:05:05] Hey, how you doing? I'm looking to cut
[07:05:07] my hair.
[07:05:08] Got it. Let's get you set up for a
[07:05:09] haircut.
[07:05:11] That's what I'm talking about. We can
[07:05:12] have AI voice agents in a chat widget so
[07:05:14] you can talk to it. This is insane,
[07:05:16] guys. This is going to be one of the
[07:05:19] easiest services to sell in 2026. I'm
[07:05:21] predicting it right now. So, to set
[07:05:23] these up, you just have to come right
[07:05:25] into your sub account, then come right
[07:05:28] down to sites and go right to chat with
[07:05:30] you. So, I want to let you know you have
[07:05:31] to have an AI voice agent for this to
[07:05:33] work. Now, I'm not going to be setting
[07:05:35] up voice agents in this video because I
[07:05:36] will link a video at the end of this
[07:05:38] video that's going to be an entire
[07:05:39] tutorial on AI voice agents. So, please
[07:05:42] do not fret. Watch that video pops at
[07:05:44] the end of the video cuz it's going to
[07:05:45] show you everything. But this is just
[07:05:46] going to be the AI chat wage. So, we're
[07:05:48] going to come right here and we're going
[07:05:48] to click new. Then, we're going to click
[07:05:50] voice AI chat widget. Now, if you don't
[07:05:52] have this as of this video and you're
[07:05:54] like, I only have four of these, you're
[07:05:56] then going to come right back into
[07:05:58] agency view. You're going to come to
[07:05:59] settings. You're going to go right down
[07:06:00] to labs. You're going to come right to
[07:06:02] sub account. And we're going fast, guys,
[07:06:04] because I'm super excited. We're going
[07:06:05] to click voice. This right here,
[07:06:07] activate feature. Pick the sub account.
[07:06:09] Enable it. From there, you are good to
[07:06:12] go. Then refresh the page, and this
[07:06:14] should pop up. So, first, we're going to
[07:06:16] click voice AI because we don't need to
[07:06:18] tweak a lot of this because this already
[07:06:20] looks so good. We can leave as is, but
[07:06:22] if you want to, you can change the way
[07:06:24] this feature looks. So, okay, cool.
[07:06:26] Welcome message widget customization.
[07:06:28] You can change the avatar. You can do
[07:06:29] whatever. If it's a female, make it a
[07:06:31] female. If it's a male, make it a male.
[07:06:32] But already, this looks great. We don't
[07:06:34] want to mess something that works. This
[07:06:36] good. You're going to want to switch
[07:06:37] your exact display name because it's
[07:06:39] going to say powered by. So, put their
[07:06:40] business name in. Other than that, guys,
[07:06:42] everything else looks good. We don't
[07:06:44] want to mix up too many. A lot of people
[07:06:45] go in and they change everything. You
[07:06:47] don't need to do that because it's
[07:06:48] already properly set up. Just change
[07:06:49] that and the styling. Then, we come to
[07:06:52] agent and we make sure it's the exact
[07:06:54] agent that you built. Again, whole video
[07:06:56] on creating AI voice agents at the end
[07:06:58] of this video. For this one, just pick
[07:06:59] the exact agent you have. Okay. And then
[07:07:02] what we're going to do is we're going to
[07:07:03] quickly name this Rebecca. Then we're
[07:07:05] going to click save. Now, here's the
[07:07:06] crazy part about this entire process. We
[07:07:08] can not only just put this on one
[07:07:10] website that's on high level. We can
[07:07:12] actually take this code and put it on
[07:07:15] any website. Wix, WordPress,
[07:07:17] Squarespace, Weebly, Web Flow, you name
[07:07:19] it, we can put it. That is why this will
[07:07:21] be one of the easiest sales you will
[07:07:24] ever make because you can take this AI
[07:07:25] voice agent chat widget and you can give
[07:07:27] it to really anyone that has a website.
[07:07:29] That's an easy $2 to $300 predictably
[07:07:32] every single month for solving a core
[07:07:34] problem. Guys, I'm telling you, people
[07:07:35] that don't understand tech that are on
[07:07:37] websites are going to fall in love with
[07:07:39] this. It is going to be the easiest way
[07:07:42] to help people. Because here's the
[07:07:43] thing, with a regular air voice agent,
[07:07:45] you still have to call. with this. You
[07:07:47] can just hop on and start chatting with
[07:07:49] it immediately through your computer or
[07:07:50] through your phone. This is possibly the
[07:07:52] easiest money you're ever going to make.
[07:07:53] And I'm predicting this right now. And
[07:07:54] if you guys have questions, drop them in
[07:07:55] the comments down below. So, once we
[07:07:57] have this all set up, we're going to
[07:07:58] come right back. We're going to go right
[07:07:59] to websites. We're going to pick the
[07:08:00] exact website we want, which is this bad
[07:08:02] boy right here. We're going to click
[07:08:04] these three D. We're then going to go
[07:08:05] right over here to settings. Then, we're
[07:08:07] going to come right to chat widget and
[07:08:08] we're going to choose Rebecca or
[07:08:10] whatever chat widget you have. Then,
[07:08:12] we're going to click save. Then from
[07:08:14] here, we're going to click this right
[07:08:16] here, the preview link, and watch this
[07:08:18] right down here. And now we can talk to
[07:08:20] Rebecca.
[07:08:20] Hey, you have reached Stone and Stem
[07:08:22] Landscaping Company. How can I help you
[07:08:24] today?
[07:08:25] I just want my lawn mowed. It looks
[07:08:26] terrible.
[07:08:27] Got it. We can definitely help with
[07:08:29] that. Mowing is one of our specialties.
[07:08:31] Would you like to book an appointment
[07:08:32] for us to take care of it?
[07:08:33] Yes, I would. I want weed eating, too. I
[07:08:35] want trimming. I want gardening. I want
[07:08:37] pruning. I want the works.
[07:08:39] Absolutely. We can handle all of that
[07:08:41] for you. Mowing, weed eating.
[07:08:43] Perfect. I don't even go on the age and
[07:08:45] have a little combo. But you see what
[07:08:46] I'm saying? Like this is going to take
[07:08:49] customer support and sales to a whole
[07:08:50] another level because they don't even
[07:08:52] have to make the phone call. Again,
[07:08:53] charge 297 for this, 300 bucks. You can
[07:08:56] rack this in easy with people and they
[07:08:57] will continue paying for it because it's
[07:08:59] so easy. Like guys, these kinds of
[07:09:01] services are huge. And again, the crazy
[07:09:02] part about this is just before we leave,
[07:09:05] and this is really important, you can
[07:09:06] put this on anyone's website. You can
[07:09:07] now sell anyone with a website. It does
[07:09:09] not get any easier and better than that.
[07:09:11] So, to find your QR codes inside of High
[07:09:13] Level, you're going to come into your
[07:09:14] sub account. You're going to go right on
[07:09:15] down to sites and then you're going to
[07:09:16] come right to QR codes. Now, real quick
[07:09:19] before we go into building this out and
[07:09:21] what all these do, if you don't know
[07:09:22] what a QR code is, it is a code that
[07:09:24] looks similar to this where where if you
[07:09:26] scan it with your phone, it takes you to
[07:09:28] an action. So, this could be to collect
[07:09:30] a payment, send you to a website,
[07:09:32] collect a review, whatever it is, you
[07:09:34] can set it up and it takes you to an
[07:09:35] action. And these are great for a lot of
[07:09:37] different reasons. You can collect
[07:09:38] reviews with them. You can put them on
[07:09:40] cars. You can put them on your business
[07:09:41] door. You can put them inside of
[07:09:43] restaurants. You can do so many
[07:09:45] different things. They're a great way to
[07:09:46] market a business. You've seen them
[07:09:48] before. They popped up on TV. They're
[07:09:50] incredible. They're very powerful. And
[07:09:51] the QR code builder inside of High Level
[07:09:53] is especially bust. So, when you come
[07:09:55] back into this and you come under QR
[07:09:57] codes to create your QR code, you're
[07:09:58] just going to click plus. Now, the first
[07:10:00] thing you're going to be brought to is
[07:10:02] types. So, what I want to let you know
[07:10:03] is all these types, okay, are different
[07:10:06] actions that happen after you scan said
[07:10:08] QR code. Once you pick one, there'll be
[07:10:11] a little bit additional information
[07:10:12] that's different on each of these, but
[07:10:13] this one QR color and shape is going to
[07:10:15] be the same on every single one. Once
[07:10:19] you understand how to do one of these,
[07:10:20] you pretty much understand how to do
[07:10:21] all. I'm going to obviously do an
[07:10:22] example here, but what I'm getting at is
[07:10:23] once you know how to do one, you know
[07:10:25] how to do them all. So, the first thing
[07:10:26] is we're going to pick. So, we have a
[07:10:28] bunch of different options. So, the
[07:10:28] first thing is you can pick a website.
[07:10:30] So when someone scans a QR code, it goes
[07:10:32] to a website. Then you have a review
[07:10:33] link. So when someone scans, it goes
[07:10:35] immediately to a review on Google or
[07:10:36] Facebook. Then it can immediately go to
[07:10:38] a call if they scan it. It can go to a
[07:10:39] text message. It can go to an email. It
[07:10:41] can go to a payment inside of High Leo.
[07:10:43] It can do a WhatsApp message. It can
[07:10:44] send them to a funnel, send them to a
[07:10:46] form, do a survey, do a quiz or any of
[07:10:48] these profile cards where is like a
[07:10:50] brochure of your business. So anytime
[07:10:53] someone scans this QR code or whatever
[07:10:55] QR code you have, it then will take you
[07:10:57] to one of these actions. So, if we come
[07:10:59] to Cole, for example, and we click next,
[07:11:01] you'll see you just plug in your phone
[07:11:02] number and then it's on to the next.
[07:11:03] Very simple, not complicated. Now, with
[07:11:05] stuff like review link, which we're
[07:11:07] going to go over in the video, you have
[07:11:08] to put in the review link and a couple
[07:11:09] other things to make it pre-populate.
[07:11:10] But with some of these, it's very
[07:11:12] simple. So, for like funnel, if we come
[07:11:13] right here to funnel, and we click next,
[07:11:15] we just click this right here, and
[07:11:16] you'll see agency declined,
[07:11:19] then you pick the exact step, and it's
[07:11:20] going to take them right to that step in
[07:11:22] of the funnel when they scan the QR
[07:11:24] code. So, you see how powerful this is.
[07:11:26] You have a ton of different options. And
[07:11:27] then for these, these are all very
[07:11:29] similar. Okay, once you click these, you
[07:11:31] would come into next, put in your name,
[07:11:32] choose the image, the transparency, your
[07:11:34] number, your addresses, you pick your
[07:11:36] social media accounts. You can just
[07:11:37] click X or just plug in your URLs and
[07:11:39] it'll pre-populate. So, those are just
[07:11:40] brochure cards. But what I'm getting at
[07:11:42] is they're pretty much all the same
[07:11:43] except for the little tweaks on
[07:11:45] additional information. Okay? And then
[07:11:46] color and shape is all the same because
[07:11:48] that's really designing how they look.
[07:11:49] This is the functionality of said QR
[07:11:52] code. So, you come up here and you pick
[07:11:54] the exact one you want. So, what we're
[07:11:56] going to do for this one is we're going
[07:11:57] to do a form. So, we're going to click
[07:11:58] form and we're going to click next.
[07:12:00] Then, we're going to come right in here.
[07:12:01] We're going to click the plumber form.
[07:12:03] Then, we're going to click next. So,
[07:12:04] once you have that, it's basically all
[07:12:06] set up. Now, you have to design the way
[07:12:07] you want it to look. So, first things
[07:12:09] first, you can design the color. Okay?
[07:12:11] So, we have the background color. You
[07:12:12] see right here, you can change the color
[07:12:13] right there. You have the dots color.
[07:12:16] Okay. This will be the dots right there.
[07:12:17] I recommend you leave them black. It
[07:12:19] just looks way better. You have the
[07:12:20] border color. So, we can do that of
[07:12:22] those little rings. Just leave it black
[07:12:24] for now. And then mark center color will
[07:12:26] be these. So you pick what you want for
[07:12:28] that. Again, you can choose any color
[07:12:30] you want. You just play around with that
[07:12:31] shape and form. This is the shape of the
[07:12:33] QR code. So you can come in here. See
[07:12:35] how it's changing the look um and feel.
[07:12:37] It's still going to give you the same
[07:12:38] thing. Then you have your borders. And
[07:12:39] then you have how you want the center.
[07:12:41] So I'm just showing you you have a lot
[07:12:42] of different things you can pick here.
[07:12:44] This is the interesting part is you have
[07:12:46] a bunch of different stuff you can
[07:12:47] choose. So you can plug in logos in the
[07:12:49] middle. You can upload your own logo.
[07:12:51] It'll go right in the middle as you see
[07:12:53] here. And that's just clicking browse,
[07:12:55] picking an image from your media
[07:12:56] library, and then you're good to go. Or
[07:12:58] you can remove the background logo. And
[07:12:59] then here you can add a logo in the
[07:13:01] background. So if we come in and we say
[07:13:03] we want this picture, see how it pops up
[07:13:04] in the background. You just pick it. You
[07:13:06] have the transparency if you want it to
[07:13:07] show or not. And then you're done. It's
[07:13:09] very simple. And from there, your QR
[07:13:11] code is ready. Okay? So it's very, very
[07:13:14] simple. Then here you have a share only
[07:13:15] link or you can download it as either a
[07:13:17] PNG, SVG, or PDF. And you now have it on
[07:13:20] your computer. You can send it to
[07:13:21] people. They can put it on t-shirts.
[07:13:23] They can put it on stickers. And I'm
[07:13:25] going to show you how to add it in
[07:13:26] places in high level here in a sec, but
[07:13:27] I just wanted to kind of walk you
[07:13:28] through it. So, that is really simply
[07:13:30] how it works. It's that easy to build
[07:13:32] these. You went through and you're good
[07:13:33] to go. So, again, just quick recap. You
[07:13:35] choose the type, the additional
[07:13:37] information, the QR color, and shape.
[07:13:39] Now, what I'm going to do is I'm going
[07:13:40] to give you one more example to help you
[07:13:41] out, and that's going to be the reviews
[07:13:42] link because this is a big one. A lot of
[07:13:44] people want to be scan the reviews. No
[07:13:45] other thing, too, is make sure you name
[07:13:46] the QR code. for the example I did, but
[07:13:48] we'll name this reviews for AI smart
[07:13:52] website. Then what we're going to do is
[07:13:53] we're going to come to next. So this is
[07:13:55] an important part. We have to plug in
[07:13:57] the URL of the reviews. So if we come
[07:14:00] right in here and we click Google, we're
[07:14:01] going to want to put in the Google
[07:14:03] review link. So if you come back to your
[07:14:05] high level account where you have
[07:14:07] reputation management set, you come
[07:14:08] right into reputation and you come right
[07:14:09] on over to settings. And then once
[07:14:11] you're in settings, you come to review
[07:14:12] link and you'll have it right here. Now,
[07:14:14] if you don't have any of this set up,
[07:14:16] you're going to have to go to the Google
[07:14:17] business profile and you're going to
[07:14:18] have to bring that in. I have other
[07:14:20] videos on that, okay? But if you don't
[07:14:22] have this set up, this is probably going
[07:14:23] to be too complicated, but if you
[07:14:24] already doing reputation management, you
[07:14:25] know exactly what I'm talking about.
[07:14:27] Again, drop comments down below if
[07:14:28] you're confused. But we would take this
[07:14:30] link. Obviously, this is not the same
[07:14:31] link, but this is a dummy account I'm
[07:14:32] setting this up for, so I'm just showing
[07:14:34] you example, but you would paste that
[07:14:35] exact link in there. You would just
[07:14:37] leave as is. Drop a review. Sounds good.
[07:14:39] And then we click next. And then from
[07:14:40] there, we leave as is. We have it all
[07:14:42] the way we want it, just like we did
[07:14:44] before. And then we're going to click
[07:14:45] save. So once you have your QR code, you
[07:14:47] can always test it by l just taking your
[07:14:49] camera on your phone and just scanning
[07:14:50] it very simply. It'll take you online.
[07:14:52] That's how you test or you download it
[07:14:53] like I show you. And if you come right
[07:14:55] here, you can edit it like this or you
[07:14:56] can move to a folder, download as PNG,
[07:14:59] SVG, PDF, or delete it. But now I want
[07:15:01] to show you is to add it to a couple
[07:15:02] places. And then we're going to go over
[07:15:04] this stuff before we jump into adding it
[07:15:06] to a website. So what I want to do now
[07:15:07] is I want to show you how to add it to a
[07:15:09] website. You can add this really
[07:15:10] anywhere. You can take the image, you
[07:15:12] can put it in a form, you can put it in
[07:15:14] a email blast. Like you just quickly
[07:15:16] take that QR code image. So you come
[07:15:18] right in here, come to QR codes, you
[07:15:20] take this once you've downloaded, you
[07:15:21] can put it anywhere. Just know like
[07:15:23] that's how simple it is. You can add it
[07:15:24] to anything. But I want to show you a
[07:15:26] cool feature inside the websites. If you
[07:15:27] want it on your website, you would just
[07:15:28] click this and you'd scroll down and
[07:15:30] you'll see QR code. And if we set this
[07:15:32] right here and we click this, we can
[07:15:34] select the exact QR code we wanted. Then
[07:15:36] we're going to click save. So there you
[07:15:38] see, we just had to click the exact QR
[07:15:39] code we had on the list, which is really
[07:15:41] cool. And then boom, you can scan this
[07:15:42] and get what you need. So you can add it
[07:15:44] very simply. They have a widget for QR
[07:15:46] codes on said website. But now what I
[07:15:48] want you to understand is you can take
[07:15:49] an image of the QR code and put it
[07:15:51] anywhere. T-shirts, flyers, etc. And
[07:15:53] again, the way you do that, if you are
[07:15:55] confused at all, come to QR codes, come
[07:15:57] right here, and download it. Okay?
[07:15:59] Because when you download it, you can
[07:16:00] upload as an image. You can put it
[07:16:01] anywhere. It's that simple. And if that
[07:16:02] doesn't make sense, please drop a
[07:16:04] comment down below because that's very
[07:16:05] important. You can put this thing
[07:16:07] anywhere. That's how cool it is. That's
[07:16:08] what High Leo does. They make it so, so
[07:16:10] easy to use. And their QR builder is
[07:16:12] actually one of the best I've seen. But
[07:16:13] right up here, you can refresh if you
[07:16:15] want to, you know, refresh the QR codes.
[07:16:17] You have QR features. You can create
[07:16:19] more QR codes. Then we have analytics.
[07:16:21] This is a big one. It comes over here.
[07:16:22] If you come to analytics and you click
[07:16:24] QR codes, you can actually see how many
[07:16:26] scans the QR code got, what the people
[07:16:28] have done once they got there. It's
[07:16:30] really cool. Like you can literally see
[07:16:31] if you have flyers out where it's coming
[07:16:33] from and and stuff like that. This is a
[07:16:34] great way to track leads and reviews.
[07:16:37] Now, this is a really cool feature that
[07:16:39] I think is insane for people doing big
[07:16:42] marketing campaigns. You can create bulk
[07:16:44] QR codes. So, if you upload a CSV file
[07:16:46] and you can download a sample to see
[07:16:47] what it's like, you can upload a
[07:16:49] campaign where you can get tons of QR
[07:16:52] codes. And the reason for this, if
[07:16:53] you're doing, let's say, a big flyer
[07:16:55] campaign or email marketing campaign,
[07:16:56] every QR code will be different and
[07:16:58] it'll have a different code attached to
[07:16:59] it. That way you know, okay, this flyer
[07:17:02] on this side of downtown got this many
[07:17:04] reviews or this email blast with this QR
[07:17:07] code. It basically tracks all the little
[07:17:10] stuff. And that right here is right
[07:17:11] here. Okay, if you have questions on
[07:17:13] this one, drop comments down below. It's
[07:17:14] a little more complicated, but you just
[07:17:15] upload the CSV file, go through it, and
[07:17:17] then you have basically a ton of
[07:17:18] different QR codes. Super powerful
[07:17:20] stuff, guys. Super powerful. This is
[07:17:21] great for big big bulk campaigns where
[07:17:24] you have to have tons of different QR
[07:17:25] codes. Then to create folders, you would
[07:17:26] just click that right there. or to
[07:17:28] generate a QR code, you go through the
[07:17:29] same thing just like that and you're
[07:17:31] done. So, it's relatively simple, guys.
[07:17:33] The builder is very robust. I highly
[07:17:35] recommend you use this, guys. This is a
[07:17:36] great way to collect reviews, payments,
[07:17:38] and all kinds of stuff. And like
[07:17:40] restaurants have QR codes all the time,
[07:17:42] like on their little menus. This is one
[07:17:43] of those advantages that you can take
[07:17:45] physically, plug it in. It's not going
[07:17:47] to really cost you anything. So, I
[07:17:48] recommend you start using QR codes for
[07:17:50] yourself, for your businesses you work
[07:17:51] for, and really any which way you can.
[07:17:53] So, to see these seven updates, we're
[07:17:55] going to need to go right down to
[07:17:56] memberships. we're going to have to come
[07:17:57] right into community. So, I want to let
[07:17:59] you know right off the bat, this
[07:18:00] tutorial is not going to be on building
[07:18:03] out your community. Okay, I have a link
[07:18:04] at the end. So, I've got you covered
[07:18:06] that's going to go through step by step
[07:18:08] setting up your community. This video is
[07:18:09] going to be about the updates that High
[07:18:11] Level's rolled out to Go Collab, which
[07:18:13] is a community builder, and really how
[07:18:15] this improves everything. So, as you
[07:18:16] know, I love Go Collab. My community is
[07:18:19] on here. It is legit. You can even
[07:18:20] search high level on Go Collab, and mine
[07:18:22] pops up first. I think Go Collab is
[07:18:24] infinitely better than school. I think
[07:18:26] it works better. It has way more
[07:18:27] functionality, but it also has an entire
[07:18:29] CRM, an AI machine attached to it, which
[07:18:33] trust me, if you're trying to grow a
[07:18:34] group, build a loyal following, make a
[07:18:36] lot more money, in my opinion, go Collab
[07:18:38] and High Lee is the place to be. Okay,
[07:18:40] so before I jump into these updates, I
[07:18:42] just want to let you know if you don't
[07:18:43] see any of these updates at the time of
[07:18:45] this video, you're going to need to go
[07:18:46] to labs. But to get to labs, you're
[07:18:48] going to want to go to agency view. You
[07:18:49] then want to go to settings. You then
[07:18:51] want to go to labs. You then want to go
[07:18:52] to sub account. And you're going to want
[07:18:54] to activate whatever features you want.
[07:18:56] That is the way this process works. I go
[07:18:58] over this a lot, but this is really
[07:19:00] important. If you never see features
[07:19:01] because they haven't been released yet,
[07:19:03] they will be in labs. But you should at
[07:19:04] the time of this video already see
[07:19:05] these, so do not worry. It's just in
[07:19:07] case you don't. They will be in labs,
[07:19:09] which is just releasing the beta
[07:19:11] features. Okay, so the first update
[07:19:12] we're going to be going over is a huge
[07:19:14] one, and it is the ability to go live
[07:19:16] natively inside of your community. That
[07:19:19] is without Zoom or any of these other
[07:19:20] platforms. You can legit just go live.
[07:19:22] Let me show you. So, to access this
[07:19:23] feature, you're going to come into your
[07:19:24] community, go to any of the channels,
[07:19:26] and you'll see this button right here.
[07:19:28] And you're just going to click go live.
[07:19:30] So, again, I'm not going to be actually
[07:19:31] popping up in here because I am on video
[07:19:32] for you right now. I can't do both at
[07:19:34] the same time, but it's very simple. You
[07:19:35] pick the exact channel you want to post
[07:19:37] to, where you want to go live. Again,
[07:19:38] we're in the announcement, so we're
[07:19:39] going to pop up there. Um, you put in
[07:19:41] the exact title, you add your
[07:19:42] description. You can just add these if
[07:19:44] you need permissions. You let them.
[07:19:46] Again, I am not doing that for the sake
[07:19:47] of the video, otherwise I will not pop
[07:19:48] up on the other screen. And then you
[07:19:50] just click go live. you legitimately go
[07:19:52] live inside your community. When this
[07:19:54] rolled out, I was like, "What's the
[07:19:56] point of Zoom anymore?" So, I might be
[07:19:58] actually canceling my Zoom subscription
[07:20:00] and just going all in after I test this
[07:20:02] out because it's an amazing feature and
[07:20:03] it's all live. Mind-blowing. Again, if
[07:20:05] you want to add in streaming software,
[07:20:07] you can. Like Zoom or Google Meet, you
[07:20:08] can do that. And you can plug it in just
[07:20:10] like that through streaming software.
[07:20:11] But very simple. You just go live. I
[07:20:13] mean, it doesn't get any easier than
[07:20:14] this. You go live, it'll pop up and
[07:20:16] everyone can see you. And again guys,
[07:20:18] like it's these things that High Level
[07:20:19] does where they make it so good and they
[07:20:21] make it so competitive. And again,
[07:20:22] school is just trying to catch up to
[07:20:25] this kind of stuff. Like they just keep
[07:20:27] adding things that enable you to cancel
[07:20:29] one more subscription and have
[07:20:30] everything in one place. It just doesn't
[07:20:32] get any better than that. So that is the
[07:20:33] first update, the ability to go live in
[07:20:35] your communities without Zoom and do it
[07:20:37] natively inside of Highle. Time saved.
[07:20:40] And another subscription canled. The
[07:20:42] second amazing update on Go Collab
[07:20:44] highle communities is the ability to
[07:20:46] sell your standalone courses on Go
[07:20:49] Collab. This is a huge update and a very
[07:20:52] good way to make extra side money if
[07:20:55] done properly. So, if you come down to
[07:20:57] memberships and you're right in here and
[07:20:59] you go all the way to collab
[07:21:00] marketplace, you can click courses. As
[07:21:02] you see here, these are on the
[07:21:03] marketplace. Now, if you don't know what
[07:21:04] the marketplace is, it is this is the Go
[07:21:07] Collab website where all of the people's
[07:21:10] communities are. They get all put here.
[07:21:11] It's just like school. It's where all of
[07:21:13] the communities get put. Now, what you
[07:21:15] can actually do is you can plug in your
[07:21:17] courses. As you see, mine is number one.
[07:21:19] How cool is that? You can actually let
[07:21:21] your courses pop up for free for people
[07:21:23] to take them. It is so powerful. And you
[07:21:25] can do it with courses, not just
[07:21:27] communities, but standalone courses as
[07:21:29] you see right here. So now what we can
[07:21:31] do is we can come to courses and we can
[07:21:32] click add course. Okay. We can select
[07:21:34] the exact course we want. So say I
[07:21:35] wanted to do go high level AI employee
[07:21:37] boot camp. We can pick the exact price
[07:21:39] we want to be free, recurring or one
[07:21:41] time. We'll do recurring and we will do
[07:21:43] um $500 per month. We're going big on
[07:21:45] this one. And we're going to do um zero
[07:21:48] trial days. And then all you have to do
[07:21:50] is click add course and we have now
[07:21:51] added a course that pops up on the go
[07:21:53] collab marketplace. You can collect
[07:21:54] recurring income from or have it be a
[07:21:57] lead magnet for free to bring people in.
[07:21:59] Again, you can see right here I'm doing
[07:22:00] it. I think this is amazing. I'm telling
[07:22:02] you high level. They just keep doing it
[07:22:05] and they add all these little ways that
[07:22:06] you can make extra money. That is what I
[07:22:08] love about this and it is so so
[07:22:10] powerful. So that's the second big
[07:22:11] update. I just showed you how to do it.
[07:22:12] If at any point during this video you
[07:22:13] guys have questions, drop them down
[07:22:15] below. I will answer them personally.
[07:22:17] The third update, okay, for Go Collab,
[07:22:20] the highle communities is the updated
[07:22:22] mobile app experience. As some of you
[07:22:24] knew before, the mobile app was a bit
[07:22:26] rough. They have updated so much stuff
[07:22:29] with it and it is way better. So the
[07:22:31] first thing we see right off the bat in
[07:22:33] these updates is the user interface. It
[07:22:36] is way cleaner. It's way smoother. It
[07:22:38] just looks way better. But they've also
[07:22:40] added other stuff. It's way faster.
[07:22:42] Before the GoClab app was rather slow.
[07:22:44] It's way faster now. They've improved it
[07:22:46] a lot. It has a much better notification
[07:22:47] system. So the push notifications
[07:22:49] actually work. It's just way more
[07:22:51] engaging. It has way more stuff. It's
[07:22:53] just a much better app. And again guys,
[07:22:56] this is in labs. If you don't have this,
[07:22:57] it might be already released at the time
[07:22:58] of this video, but the mobile app has
[07:23:00] just gotten way better. This was a big
[07:23:01] thing that they needed to do and they
[07:23:03] did it. And now it's like it's just so
[07:23:05] much better. So take advantage of it if
[07:23:07] you have not upgraded to this experience
[07:23:08] at the time of this video. Again is
[07:23:09] free. You just do it in labs. Like I
[07:23:11] said before, get that ASAP cuz it will
[07:23:13] make your community members and yourself
[07:23:15] way happier. Okay, so the fourth amazing
[07:23:18] update on this Go Collab platform is the
[07:23:21] ability to easily have affiliates under
[07:23:24] you. As you know, affiliate marketing is
[07:23:26] an amazing way to make money, but even
[07:23:27] better, having an affiliate army to
[07:23:29] promote your group can literally
[07:23:31] turbocharge your growth. So there's a
[07:23:34] couple different ways to do this. You
[07:23:35] can go right into Go Collab again.
[07:23:36] Remember, this is high level. It's just
[07:23:38] a different part of it. Um, and we can
[07:23:39] come right to profile settings and we
[07:23:41] come right to affiliates. And you'll see
[07:23:42] your link is right there. They
[07:23:44] automatically make links and you can
[07:23:46] kind of determine how you want that to
[07:23:48] be under the settings part where you'll
[07:23:49] just pick, you know, the commission and
[07:23:51] whatnot. So, that's the way I do it
[07:23:52] through the Go Collab interface. But, if
[07:23:53] you want, you can come right into the
[07:23:55] marketing tab, okay? And you can come
[07:23:57] right into the affiliate manager and you
[07:23:59] can pick what you want through a
[07:24:00] campaign and create your own affiliate
[07:24:02] campaign. I have other videos going
[07:24:04] really in depth on this, but it's so
[07:24:06] simple. Again, before you had to go
[07:24:08] through all these hoops to get this set
[07:24:09] up, but now you can just hop right in,
[07:24:11] grab that link, okay? Whether you're,
[07:24:14] you know, a user, you're trying to
[07:24:15] promote it, and other people can start
[07:24:16] promoting your group and then collecting
[07:24:19] whatever commission you want them to
[07:24:20] collect. And I'm telling you guys right
[07:24:21] now, having affiliates, people that are
[07:24:23] actually in your group promoting this
[07:24:25] stuff can change everything for you. I'm
[07:24:27] telling you, this is like one of the
[07:24:28] biggest hacks I have ever seen with
[07:24:30] this. So, take advantage of this. This
[07:24:32] is an insane way to make extra money.
[07:24:34] And again, you guys can access it either
[07:24:35] through here or through the regular
[07:24:37] portal. And if you guys have any
[07:24:38] questions, drop in the comments down
[07:24:39] below. I will answer personally to guide
[07:24:41] you. But it's another thing they've done
[07:24:42] with GoCloud that just makes it that
[07:24:44] much better than school. And I know
[07:24:45] school has the affiliate side, but High
[07:24:46] Lee just makes it so much easier and
[07:24:47] it's all in one place. Okay. The fourth
[07:24:50] update on highlevel communities, which
[07:24:53] is a big one, is the ability to have a
[07:24:55] newsletter go out automatically. This
[07:24:58] does a lot for engagement, but also
[07:25:00] shares the best content with everyone to
[07:25:02] keep everyone back and engaged in the
[07:25:05] community. Let me show you how. So, to
[07:25:06] turn on your newsletter, you're just
[07:25:08] going to come right down to settings,
[07:25:10] and you're going to go right to
[07:25:11] newsletter, and you're just going to
[07:25:12] toggle this on. And you're going to pick
[07:25:14] the cadence of when you want it to go
[07:25:16] out. You have daily, you have weekly,
[07:25:17] you have bi-weekly, you have monthly.
[07:25:18] Again, you pick what you want. Weekly is
[07:25:20] good enough, but it's basically a
[07:25:21] community digest. It's a really cool
[07:25:23] way. compile all of the best posts and
[07:25:25] all that stuff and send it out and
[07:25:27] basically put that out so you keep
[07:25:28] people engaged and all that other stuff.
[07:25:30] So you just toggle it on and then you
[07:25:31] click save and then you're good to go.
[07:25:33] And that's literally all you have to do.
[07:25:35] You just click save and you're done. And
[07:25:36] now you have a weekly newsletter going.
[07:25:38] Guys, I'm telling you, High Level makes
[07:25:40] it so easy to grow your community. It
[07:25:42] just increases the engagement and makes
[07:25:44] everything that much better. And you saw
[07:25:46] how easy it was. They make it so easy.
[07:25:48] So you toggle that on and then you are
[07:25:50] good to go. Now, for the fifth update is
[07:25:53] the ability to schedule posts in your
[07:25:55] highle community. Okay, this one's been
[07:25:57] around for a while, but they've added
[07:25:58] updates to it. And it's awesome because
[07:26:00] you can schedule all of your group's
[07:26:02] content or even remind, okay, different
[07:26:04] people for, let's say, live streams
[07:26:06] coming up and whatnot. And this is a
[07:26:08] great way to boost engagement, but save
[07:26:10] time so you can set it and forget it.
[07:26:12] So, to schedule posts in your group,
[07:26:13] you're going to come into your high
[07:26:14] level dashboard. You're going to go
[07:26:15] right down to marketing and you're going
[07:26:16] to come right into social planner. So,
[07:26:18] if we click new post, okay, what we can
[07:26:20] do, we'll click new post. And then what
[07:26:21] we're going to do, we're going to click
[07:26:22] account. We're going to select the exact
[07:26:25] channel we want. So, we're just going to
[07:26:27] do announcements. Okay, you can even
[07:26:29] post the exact channel. And then what we
[07:26:30] can do is we can put in our post here.
[07:26:32] So, you would put in your exact post or
[07:26:34] use AI to create it. And then you're
[07:26:36] going to do a couple things down here
[07:26:37] which make it really amazing before. So,
[07:26:39] first off, you you can add a title to
[07:26:41] this, which is good, which if we come in
[07:26:42] here is what this looks like. And then
[07:26:44] that is the post. And then we're going
[07:26:46] to put in, you know, whatever our title
[07:26:47] is. This is amazing. Again, I'm just
[07:26:50] testing. You're going to want to put in
[07:26:51] what your actual title is. But now what
[07:26:53] we can do is we can actually notify all
[07:26:56] members. This is doing an at everyone.
[07:26:57] So, this will ping everyone in your
[07:26:59] group and get way more engagement. And
[07:27:01] you don't have to do this after the
[07:27:02] fact. You can schedule this, guys. This
[07:27:05] is so big because before you couldn't do
[07:27:06] this. You'd have to still go back in.
[07:27:08] But you can basically create super posts
[07:27:10] where everyone's getting notified for
[07:27:12] whatever you want in the exact channel
[07:27:13] you want. And you can even add users
[07:27:15] down here. That way you can blow up your
[07:27:17] posts by adding this add everyone. But
[07:27:19] you can also tag individual people by
[07:27:22] clicking this select button and picking
[07:27:24] individual users to tag. So not only can
[07:27:26] you tag everyone, you can also just tag
[07:27:27] individual people to grow it. Then once
[07:27:29] you have your post ready, the right
[07:27:31] tagging, everything dialed in, obviously
[07:27:33] I am just showing you for the sake.
[07:27:34] That's why I'm putting test. You would
[07:27:35] actually put your post in. We then can
[07:27:36] click this right here and we can
[07:27:38] schedule said post. We can schedule. You
[07:27:41] can click it right here and you can pick
[07:27:43] the exact day, the exact time and
[07:27:44] schedule. And then this post will wait
[07:27:46] and then be released on that day. Guys,
[07:27:49] this is so so big. Some of you guys
[07:27:52] might be like, "Okay, this is not that
[07:27:53] cool." But for those of you who have
[07:27:54] bigger communities, and I've experienced
[07:27:56] this, it gets so annoying keeping track
[07:27:58] of posts where in the beginning of the
[07:27:59] month, if you can have a VA schedule all
[07:28:01] the posts out, the reminder posts,
[07:28:02] everything, it's like this massive
[07:28:04] weight lifted off your back, your chest,
[07:28:06] everything. It's just like you can
[07:28:08] breathe. And this is the way you scale
[07:28:10] responsibly because you take care of all
[07:28:12] of the sausage making the important
[07:28:14] things you don't want to forget and you
[07:28:16] can literally set it and forget it while
[07:28:18] everything else goes up. It's the right
[07:28:19] way to do things. So that is something
[07:28:20] high levels released the ability to
[07:28:22] schedule posts inside of your community.
[07:28:24] So the seventh and final update is the
[07:28:27] UI facelift. They have just made
[07:28:30] everything look way better and they've
[07:28:31] just updated the general user interface.
[07:28:34] So, if you come in right in here and you
[07:28:36] look under courses, you'll see they've
[07:28:38] updated the way it looks. Even the
[07:28:40] builders are different. The products,
[07:28:42] everything is laid out in a different
[07:28:43] way and it just is cleaner. It's better
[07:28:46] and it's just way smoother. And they've
[07:28:48] just made everything look much better
[07:28:50] and cleaner. And again, when you create
[07:28:51] and you start from scratch, everything
[07:28:53] is different. Like the layout is
[07:28:54] different. The way you build is
[07:28:55] different. They've just rehauled the
[07:28:56] interface and they've made it much
[07:28:58] easier for beginners or even advanced
[07:29:00] people to build with ease. So, that's
[07:29:02] the last thing they've done. They've
[07:29:03] really put in a big effort in just
[07:29:05] making this so much easier to use. And
[07:29:07] that's another really big update they've
[07:29:09] done that has just changed everything.
[07:29:11] So, the last thing I want to go over is
[07:29:13] whether or not you should use Highle
[07:29:15] versus School for your communities.
[07:29:17] Again, Go Collab High Level, same thing.
[07:29:18] I'm just different naming. So, what I'll
[07:29:20] say right off the bat before we end,
[07:29:21] which is really important, is School is
[07:29:23] a good software. It's not bad. I don't
[07:29:25] hate it, but it's not enough. It's
[07:29:27] disappointing at times because it just
[07:29:29] is a community software which sure
[07:29:30] sounds great but with high level you're
[07:29:32] getting access to a software okay that's
[07:29:34] a community software plus a whole AI
[07:29:36] agent suite you're getting access to you
[07:29:38] know SMS and email marketing automation
[07:29:40] sites everything in one versus just a
[07:29:44] community platform now I get it when you
[07:29:46] focus on one thing it's better I
[07:29:47] understand that but with school it has a
[07:29:49] lot of features that high level doesn't
[07:29:50] have okay you end up having to get
[07:29:52] school and then active campaign and then
[07:29:54] something to your SMS and then uh
[07:29:56] Kajjabi for your websites. Like it's all
[07:29:57] these things you have to add on to it
[07:29:59] and it ends up and you end up spending
[07:30:01] way more money because you have to learn
[07:30:03] how to market and do all this stuff. The
[07:30:04] vast majority of people that crush it on
[07:30:06] school are people that have big social
[07:30:07] medias that just funnel people over.
[07:30:09] That's really how it works. What I'm
[07:30:11] seeing on a high level is a lot of
[07:30:12] beginners and even more advanced people
[07:30:14] using the marketing tools and growing it
[07:30:17] and using that. That is the beauty of
[07:30:19] this. Okay, that is what I recommend. I
[07:30:21] love high level. I'm biased obviously.
[07:30:22] I'm going to pick it, but the reasons I
[07:30:24] stated are relatively valid. School is
[07:30:26] good, but it's only going to leave you
[07:30:27] with a bit. So, if you are interested in
[07:30:29] learning more about High Level, getting
[07:30:30] that, click the link down below. Get
[07:30:32] your 30 days free and check out the new
[07:30:34] updates. If you already have High Level
[07:30:35] and you're using Go Collab, cuz the new
[07:30:36] updates are awesome. I'm going to be
[07:30:38] showing you how to build communities
[07:30:40] inside of Go High Level. Guys, this will
[07:30:41] be the complete A toZ tutorial. I am
[07:30:44] going to go over everything from
[07:30:46] building your community, building your
[07:30:47] courses, plugging everything together,
[07:30:49] getting it live, everything. Okay guys,
[07:30:51] this will be the last tutorial you ever
[07:30:53] need on go highle communities or
[07:30:54] courses. I will say though, down below
[07:30:56] there'll be a link for Go Collab, okay?
[07:30:59] And it's the community builder that they
[07:31:00] have. You can sign up completely for
[07:31:02] free, no cost, okay? Right down below.
[07:31:04] It is a little weird the way they have
[07:31:06] it set up right now. So, if you want to
[07:31:07] go check that out and you do not have
[07:31:08] Highle, click that link so you can get
[07:31:10] started with your community. For those
[07:31:11] of you who have Highle, we're going to
[07:31:13] be going right through the Highle
[07:31:14] dashboard to build it out. Um, but guys,
[07:31:16] complete a tutorial again. So, if you do
[07:31:18] not have Highle, I would go down below
[07:31:20] and click the Go Collab link. If you do
[07:31:22] have high level, just keep watching
[07:31:23] because we are about to go so ind depth.
[07:31:26] Let's hop right in. All right, so we're
[07:31:28] going to go right down to memberships.
[07:31:31] Okay, then we're going to go right into
[07:31:33] communities. Okay, and you're going to
[07:31:34] go right to groups. So, first step is
[07:31:37] creating groups. So, just walk with me
[07:31:39] through this. I'm going to go step by
[07:31:41] step. So, first thing, group name. We'll
[07:31:43] just do test. Okay, description.
[07:31:46] Um, test group. You just put in your
[07:31:49] description there. Very straightforward.
[07:31:51] So, name, description, branding,
[07:31:52] favicon, and we can always add this
[07:31:54] stuff later. Favicon is a little image
[07:31:56] up in that Chrome tab. Um, the cover
[07:31:58] image, which you'll also be able to
[07:31:59] access later. I recommend doing these
[07:32:01] later because you actually see where to
[07:32:03] put them. Right now, it's just plugging
[07:32:05] them in. So, I recommend doing that
[07:32:06] later. So, once that's filled out, you
[07:32:07] just click create group and then right
[07:32:10] here, you're in. So, one thing I will
[07:32:12] say, what often happens is you'll be
[07:32:14] taken to a login page where you just
[07:32:16] need to set a password for your group
[07:32:18] because you yourself are a user and you
[07:32:20] have to log in. So, if that happens,
[07:32:22] just put your password in. It'll take
[07:32:23] you to a page that looks just like this.
[07:32:26] All right, so first things first, a
[07:32:27] dashboard tutorial. So, all of your
[07:32:29] channels will be right down on this
[07:32:31] side. You'll just click add channel to
[07:32:32] add them. I'm going to go in depth on
[07:32:34] all these in a second. I'm just giving
[07:32:35] you a quick dashboard tutorial so you
[07:32:36] understand where everything's at. So,
[07:32:37] that's where you'll be putting in all of
[07:32:38] the channels which people can ask
[07:32:40] questions. Learning will be where you
[07:32:42] plug in your courses. Members is going
[07:32:44] to be a list of all of the members and
[07:32:46] how you let people into your group.
[07:32:47] Events is the calendar where you can
[07:32:49] plug in live streams and do all this
[07:32:50] other stuff. Leaderboard, that is just
[07:32:52] showing you who is highest in
[07:32:54] engagement. About, which is a basic
[07:32:55] about the page and whatnot. Then
[07:32:57] settings, okay, which is going to be all
[07:32:59] of the group settings. Again, we're
[07:33:01] going to go over all of this in the
[07:33:02] video. I'm just giving you a brief
[07:33:04] rundown. That's where you'll find it.
[07:33:06] Okay. Invite members. This will be the
[07:33:08] link to get people in the group. chat to
[07:33:10] DM people and talk to people. Then you
[07:33:12] have dark mode, light mode. Then you can
[07:33:14] basically switch between affiliates,
[07:33:16] courses, and communities. Didn't really
[07:33:17] need to do that cuz it's all in here.
[07:33:19] Then your notifications, and then your
[07:33:21] account right here, which is your
[07:33:23] profile inside of the group. So that
[07:33:26] profile is going to be what you're
[07:33:28] communicating as and talking from. Now
[07:33:30] that you understand that, first things
[07:33:31] first is creating channels. So channels
[07:33:35] are just going to be all the places
[07:33:37] where you ask questions. So, you're just
[07:33:38] going to come to add channel, okay? And
[07:33:40] you're going to put in a name. So, we'll
[07:33:41] just do uh marketing, okay? Enter the
[07:33:45] description. This is for marketing
[07:33:49] questions. And you can do whatever you
[07:33:51] want here. I'm just giving you an
[07:33:52] example. Then you pick an icon. We'll
[07:33:54] just do this for marketing. And you can
[07:33:55] make channel private or not private.
[07:33:57] Okay? And we're just going to do create
[07:33:58] channel. And then boom, right in here,
[07:34:00] you now have a channel, okay? Where
[07:34:02] people can ask questions. Okay? Hello.
[07:34:06] you know, and what what's up? And then
[07:34:09] you're good from there. And in each
[07:34:10] question, you'll see you can add gifts,
[07:34:12] you can add images, you can add videos,
[07:34:14] and this is cool, too, because you can
[07:34:15] add Loom videos um and Vimeo if you use
[07:34:18] that. Any sort of links you want to put
[07:34:20] in, any attachments, and then emojis.
[07:34:22] And then right here, you can pick where
[07:34:24] you want the channel to be. And there's
[07:34:26] not really any other channels, so we
[07:34:27] can't pick, but then you just click
[07:34:28] publish post. And that's how you would
[07:34:29] create a post. You can also do just like
[07:34:32] in other places like in Facebook and at
[07:34:34] everyone which will notify everyone in
[07:34:36] the group which is very handy and very
[07:34:38] very powerful for getting high high
[07:34:41] engagement. Guys, I'm just going to let
[07:34:42] you know we're going in depth. This
[07:34:44] ain't going to be just some, you know,
[07:34:46] beat around the bush tutorial. I'm going
[07:34:48] to be showing you everything. Um, so
[07:34:50] right here, these are the basic features
[07:34:51] on each post. You know, copying it,
[07:34:53] deleting it, pinning it, which with when
[07:34:55] you pin it, it just pops up at the top.
[07:34:57] Okay, but that's how you post within
[07:34:59] channels. And then you can create as
[07:35:00] many channels as you want. And again,
[07:35:02] you just come in here, you create
[07:35:03] channels, and you put them, and they'll
[07:35:05] be all listed on the side. And depending
[07:35:07] on what kind of community you have,
[07:35:10] you'll need maybe more channels, less
[07:35:11] channels. But I recommend segmenting
[07:35:14] channels based on topics, okay? And more
[07:35:18] importantly, based on like if you have a
[07:35:20] wins column because you want a place
[07:35:22] where your students can go and go, "Oh
[07:35:23] my gosh, all these people are winning."
[07:35:25] Because if you have one channel this and
[07:35:27] it's just a bazillion posts, no one can
[07:35:29] find anything and then it gets
[07:35:30] disorganized and everyone's like, "What
[07:35:32] the hell is going on?" So, you want to
[07:35:34] make sure you just build out all the
[07:35:35] channels. So, again, you just click add
[07:35:36] channel, follow through, create it. You
[07:35:38] now know how to post. You got all that.
[07:35:40] It is simple as that. So, create as many
[07:35:42] channels as you need to. All right. Now,
[07:35:44] we're moving on to learning. Okay.
[07:35:45] Again, this is where all of your courses
[07:35:47] are going to be held. to the videos that
[07:35:49] they watch. Very important. To access
[07:35:52] this, we need to go back, okay, to this
[07:35:54] page in memberships and we need to go
[07:35:56] right here to courses and then we click
[07:35:58] dashboard. Okay? And this is going to
[07:36:00] show you all of the courses you have
[07:36:02] laid out. Now, to create a course,
[07:36:03] you're just going to come right in here
[07:36:05] into products. And you'll be brought to
[07:36:06] a dashboard that looks like this. And
[07:36:08] this is really cool because you can
[07:36:09] create a product from scratch or you can
[07:36:10] actually import courses from Kajjabi.
[07:36:12] This is so handy, so powerful. Again, I
[07:36:14] have another full video on this. I'm
[07:36:16] still going to go in depth on this in
[07:36:17] this video. So, if you're learning how
[07:36:18] to create the courses, watch because I'm
[07:36:20] going to show you how. So, start from
[07:36:21] scratch. You just click this. Okay. Then
[07:36:23] you're going to be brought to a couple
[07:36:24] different options. Sprint courses stuff
[07:36:26] goes much faster. Marathon course, um,
[07:36:28] kind of like a drip course. It gives you
[07:36:30] content as you go. Membership, the
[07:36:31] classic, and then build your own is just
[07:36:33] the normal. Um, so you have a bunch of
[07:36:35] options, but the thing about these is
[07:36:36] kind of weird is you can always convert
[07:36:37] your course later into one of these. It
[07:36:39] doesn't really matter. So, I would do
[07:36:40] start building your own. Okay? And
[07:36:42] you're just going to put a name in the
[07:36:43] course. So, what we're going to do is
[07:36:46] test because I'm just going to be
[07:36:47] running you guys. So, you get what I'm
[07:36:49] saying. You know what I mean? You get
[07:36:50] the the general gist. I'm just putting
[07:36:51] placeholders cuz I'm just creating this
[07:36:53] for you guys. You're just going to put
[07:36:54] your name of your product in. You're
[07:36:55] going to click create product. So, just
[07:36:57] to let you know real quick before I
[07:36:58] build this. Every course, okay, has an
[07:37:01] offer. Now, this gets a little weird
[07:37:02] because in here it just plugs in the
[07:37:04] courses. So, it kind of takes away
[07:37:06] offers. If you're just having courses
[07:37:08] outside of communities, then you'll want
[07:37:10] to create the offers. So, I just want to
[07:37:11] make that clear because a lot of people
[07:37:12] get confused on that. it just kind of
[07:37:14] becomes part of said uh community once
[07:37:17] you do that. Um but just take that into
[07:37:19] mind. So now we're going to create the
[07:37:20] course. So when you come in here, you
[07:37:22] just click this. Okay, you can clone
[07:37:24] courses, share or delete. Okay, very
[07:37:27] simple product structure. If you want to
[07:37:28] add a category, a category is basically
[07:37:30] a module for those of you uh from
[07:37:32] Kajjabi or any of these other things.
[07:37:34] And you would just type it in. So test.
[07:37:36] Okay. And then boom, you got a module.
[07:37:38] And then within the modules, yeah,
[07:37:41] you're going to have lessons or
[07:37:42] subcategories which are just categories
[07:37:44] within the module that have lessons
[07:37:45] under it or assignments which are just,
[07:37:48] you know, any sort of quiz or little
[07:37:49] thing you want to build up or checklist
[07:37:51] and which can be very handy. So
[07:37:53] literally you just click add lesson test
[07:37:55] one remember put the actual name of your
[07:37:59] uh lesson in there. I'm just showing you
[07:38:00] for the sake of this video. You have
[07:38:01] test one. Okay, over here you can edit
[07:38:03] it. You can preview in another page or
[07:38:05] you can make it draft, publish, locked
[07:38:06] or deleted. Okay, that is just basically
[07:38:09] to give the access to your clients. Then
[07:38:12] you would just come right in here. You
[07:38:13] can click it too and then you'll be
[07:38:14] brought into okay the course page. Now
[07:38:18] this is pretty cool because right here
[07:38:21] you get access to a ton of features. To
[07:38:23] be honest, this used to be so bad like
[07:38:25] you had like this this and and maybe one
[07:38:27] thing. Now you can upload audio. Okay,
[07:38:30] you can upload video. You always can do
[07:38:31] video but audio and video. So it can be
[07:38:33] like a podcast. Okay. So, to upload
[07:38:35] either a video or a podcast, you just
[07:38:36] click either one of those. Okay. Down
[07:38:38] here, you're going to have the name of
[07:38:40] the um video. Then you're going to have
[07:38:42] what category, which is the module you
[07:38:44] want. And then a description of said
[07:38:46] video. And this stuff, guys, is just
[07:38:47] like a Word doc. You play around. You
[07:38:49] can add extra links here, outbound
[07:38:51] links, inbound links, whatever you want.
[07:38:53] You plug it in right here. Then you have
[07:38:54] add files. So, if you have like a PDF or
[07:38:57] a checklist, you can add that right here
[07:38:58] by just clicking that and adding a file.
[07:39:00] Guys, it's so straightforward. Um, and
[07:39:02] then you basically have the thumbnail.
[07:39:03] So, this would be the thumbnail right
[07:39:06] here. Okay? It'll be the thing that pops
[07:39:08] up so they see what it is. What is it?
[07:39:09] Is it a picture, a lesson? And you can
[07:39:11] make one of these in Canva and just
[07:39:12] import it very simply and very
[07:39:14] straightforwardly. Okay? So, that's
[07:39:17] really all you have to do. And once this
[07:39:18] is all done, you just click publish.
[07:39:21] Simple as that. Then you're done. Okay.
[07:39:24] Okay. So again, if you're just creating
[07:39:25] your courses right now, you can go
[07:39:26] through all of this, tweak this, and and
[07:39:28] play with this, and make sure you upload
[07:39:30] all of your courses just like that. So
[07:39:32] now that you know how to build courses,
[07:39:34] okay, and you know how to actually
[07:39:36] create the videos and the modules and
[07:39:37] the lessons, now I'm going to show you
[07:39:39] basic other stuff. So details of the
[07:39:41] course, okay? Picture of the course,
[07:39:44] description of the course, any sort of
[07:39:46] customization. So the guy who is leading
[07:39:48] the course. So there'll be a little
[07:39:49] circle box. Let me see if it pops up
[07:39:51] right here. It'll be right here. Yep,
[07:39:52] perfect. We got it right here. Okay. And
[07:39:54] this will be who's doing it. So if it's
[07:39:55] go high level wizard, it's going to be a
[07:39:57] picture of me and say go high level
[07:39:58] wizard. And you just have to add that
[07:40:00] in. So select your image. Okay. Your
[07:40:02] name, your title, owner, founder,
[07:40:04] creator, god, whatever you want. Bio.
[07:40:06] You plug that into. And then just some
[07:40:08] basic other stuff like logos and
[07:40:09] fabicons. And then if you want to add
[07:40:11] some custom CSS, just like that. So
[07:40:13] guys, it's so straightforward. You're
[07:40:14] seeing me walk through it. You literally
[07:40:16] just go in and this is where you'll add
[07:40:18] all that extra course stuff. Once you're
[07:40:20] done with this part of customizing, you
[07:40:22] know, the details of the course, then
[07:40:24] you come into customize. And this is
[07:40:25] going to be basically this, okay, the
[07:40:28] course outline, the design, how you edit
[07:40:31] that. And you have all these different
[07:40:33] options where you can just click
[07:40:34] customize, click apply. It'll then be
[07:40:36] applied to this exact theme. And that's
[07:40:38] how you switch the layout of the
[07:40:40] courses. All right. So, one thing you
[07:40:42] can do too is you can come in here to
[07:40:43] customize, and you can customize the
[07:40:45] course further. Now, this is great if
[07:40:48] you want, you know, the course to look a
[07:40:50] certain way, play a certain way. Um,
[07:40:52] let's wait for this to load. Yeah, right
[07:40:55] there. So, now you have this and you can
[07:40:56] add all kinds of stuff. So, you can add
[07:40:58] colors. Okay. Every sort of color on the
[07:41:00] page, the lesson color, the lesson font,
[07:41:02] you have background images. You can
[07:41:04] change this to something else. Okay, you
[07:41:06] I mean, you literally have so many
[07:41:08] options. Then you have the lesson side.
[07:41:11] So, the product side is this whole
[07:41:13] front-facing um jar here. And that has
[07:41:15] all of that basically the design for
[07:41:17] this. Then lesson. Okay. If you're
[07:41:19] editing this will be the lesson
[07:41:21] template. Okay. So all of this. So how
[07:41:24] do you want this to look? What do you
[07:41:25] want the thumbnails look like? Do you
[07:41:26] want this to be a black background, a
[07:41:27] yellow background, a blue background?
[07:41:30] You know, you add all of the stuff here.
[07:41:33] And it's all through here. You just
[07:41:34] click lesson theme settings and you'll
[07:41:36] have access to all of this stuff. Then
[07:41:38] sections. Okay. Within the layout, you
[07:41:40] then add all of this stuff. So this will
[07:41:42] be for the courses. So you have
[07:41:43] background. Okay. lesson body. I mean,
[07:41:45] it's it's so straightforward. If you
[07:41:46] guys have seen any of my videos on
[07:41:48] website design, I'm not breezing through
[07:41:49] this because it's the exact same thing.
[07:41:51] You pick a font, you pick a color, okay,
[07:41:53] next lesson. I mean, you can see right
[07:41:55] here all of this stuff means the course
[07:41:57] navigation. And you can just come here.
[07:41:58] You can tell, you know, arrows moving,
[07:42:00] you know, simple stuff like that. It's
[07:42:02] all right here. Again, instructor for
[07:42:05] the courses, you're going to need to add
[07:42:06] this again. There's two places to add
[07:42:08] it. And from there, you're done. Okay.
[07:42:11] So guys, all of the features you could
[07:42:13] possibly want, okay, all right here,
[07:42:17] anything you see on these pages, okay,
[07:42:19] not that one, but these pages right
[07:42:21] here, you can change. Colors,
[07:42:23] backgrounds, breadcrumbs right up here,
[07:42:25] you know, everything you see can be
[07:42:27] changed. I want to make this very clear
[07:42:29] and it's all right through here. And
[07:42:31] it's through two different categories.
[07:42:33] You have the product side which is um
[07:42:38] will be this and then you have a lesson
[07:42:41] side if you switch over here which will
[07:42:43] be everything within the lessons. So
[07:42:46] that's very simple guys. That's how you
[07:42:48] do it. That's how you customize. You
[07:42:50] make it look a very certain way and how
[07:42:53] you make it look good. So again you can
[07:42:54] preview it by just clicking this. It'll
[07:42:55] take you and then you can check out your
[07:42:57] work. Okay. But we're going to do now is
[07:42:59] we're going to come back here. Okay. Now
[07:43:01] we have a test. Remember guys, put in
[07:43:02] all the info you want. For the sake of
[07:43:04] the video, I'm not just going to be
[07:43:05] tweaking everything because this is a
[07:43:06] fake course. But you're going to go in
[07:43:08] and you're going to add all of the stuff
[07:43:10] that I just laid out just like that.
[07:43:12] Okay. So, now that you have it, okay,
[07:43:14] come right in here. I'm just going to
[07:43:16] add actually already added. Let me put
[07:43:18] this right here
[07:43:20] to the file. I'm just going to put high
[07:43:23] level here for now. I'm just uploading
[07:43:24] this because you can see when I go into
[07:43:27] the um uh courses to see where this
[07:43:30] pre-populates. So, now that you've done
[07:43:32] the the outline, okay, you have your
[07:43:33] courses built out, you have them all
[07:43:35] right there. You've gone through
[07:43:36] details, okay? So, you have now detailed
[07:43:38] what the course is about, how to find
[07:43:40] it, images, simple stuff like that. Then
[07:43:41] you've gone to customize, which is
[07:43:43] building out how the course looks. Okay.
[07:43:47] You're then going to be brought to
[07:43:48] offers. Okay? And offers very simply is
[07:43:52] the offer associated with the course. So
[07:43:56] if you have an offer, it's how much do
[07:43:57] you want this to be? How much do you
[07:43:58] want to charge? So guys, if you are not
[07:44:00] using the courses, because these will be
[07:44:03] part of the overall scheme of the
[07:44:06] community, you'll want to create an
[07:44:08] offer. Okay? And the way you do that is
[07:44:10] you come right down here to offers and
[07:44:12] you create the offer. So you come in,
[07:44:14] you select the title, you select what
[07:44:16] product. So the product, remember, is
[07:44:18] the course. So you pick that whether it
[07:44:20] be free or cost monies. Plug that in and
[07:44:23] then you can test a couple stuff. Then
[07:44:24] you just click create. Now guys again
[07:44:28] the community aspect of things can be
[07:44:30] wrapped all into one. So the community
[07:44:31] if it's $9.99 a month or whatever you
[07:44:34] want it to be these will just be part of
[07:44:36] the community. And obviously you can add
[07:44:38] courses that they buy within the
[07:44:39] community. It just goes, you know, a
[07:44:40] layer deeper. But for the community, if
[07:44:42] you're just trying to have this as part
[07:44:44] of the community, you're not going to
[07:44:45] need the offer. Okay? So, make sure that
[07:44:48] if that is what you're doing and you're
[07:44:50] in products and you're having a
[07:44:52] standalone course that is not, okay,
[07:44:55] that is not going to communities, you're
[07:44:57] going to come to offers and you're going
[07:44:58] to want to build that out. Then, right
[07:44:59] in here, you're just going to have
[07:45:01] comments. This is going to be a list of
[07:45:02] all of the comments that you got um via
[07:45:06] uh communities and whatnot or or courses
[07:45:09] um just so you can just check who's
[07:45:10] doing what. And then certificates. This
[07:45:11] is basically any sort of like
[07:45:13] achievement thing like, oh, you just
[07:45:14] passed module 2, module whatever, you
[07:45:16] just add it right here. Simple as that.
[07:45:18] And that could be a good little
[07:45:19] gamification of the system. So again
[07:45:22] guys, now that you understand this quick
[07:45:25] recap. So again, you come right into
[07:45:27] courses, okay? You come right into
[07:45:29] products, okay? You click create
[07:45:32] product, either start from scratch or
[07:45:34] import from Kajjabi. So you click right
[07:45:36] here in outline. This will be building
[07:45:37] out all of your videos. This is where
[07:45:40] you add said video modules. Details is
[07:45:43] going to be how the course basically is
[07:45:45] set up. So the the thumbnail, the
[07:45:47] description, the instructor, all of that
[07:45:49] stuff. Customize. This is how you make
[07:45:51] said course look. So the visuals of the
[07:45:55] course. Let's head right back here.
[07:45:57] Offer is going to be the offer, the
[07:45:59] payment wall. Okay. Between the
[07:46:02] products, comments, a place to access,
[07:46:04] comments, and then certificates, any
[07:46:05] sort of gamification. So that's
[07:46:07] everything in that space. Okay, so now
[07:46:09] you know how to create that. Now just
[07:46:10] two more things. Okay, analytics is
[07:46:12] going to be a place where you can see
[07:46:14] who's watching what videos, how long
[07:46:16] they're watching, who's, you know,
[07:46:17] completing assessments, any sort of
[07:46:19] revenue analytics. It will be a broad
[07:46:22] swing on analytics, guys. Very important
[07:46:25] for if you have, you know, people going,
[07:46:26] "Yeah, yeah, I watched the video. I
[07:46:27] watched the video." And they didn't
[07:46:28] watch the video because we all have
[07:46:30] people like that. This gives you just
[07:46:32] that extra level of like, "Oh, I know
[07:46:34] what's going on here." So you
[07:46:35] understand, okay, more about your
[07:46:38] students. And this can be great for
[07:46:39] upselling and a bazillion other things.
[07:46:41] But this is where you'll access all of
[07:46:43] this. Okay, last but not least, you have
[07:46:45] settings. So this is basically making
[07:46:48] your website live and some other stuff.
[07:46:49] So you have site details, right? So this
[07:46:51] is just the title you want to have and
[07:46:53] and guys, some of this stuff is
[07:46:55] overlapping by the way. Like you can do
[07:46:56] this in other places, but again,
[07:46:57] fabicon, any sort of extra stuff like
[07:47:00] logo, you just click save. You go
[07:47:01] through all this, you know, title, a lot
[07:47:03] of this can be done in other places.
[07:47:05] Okay, domain setup. This is where you
[07:47:07] make your website or
[07:47:10] products live. Now again, if you are in
[07:47:12] communities, you most likely don't have
[07:47:14] to do this because you'll just plug them
[07:47:15] in and it will be part of said community
[07:47:18] that you're making live too, which we're
[07:47:19] going to go over that in a second. Okay.
[07:47:21] But again, you just plug in the domain
[07:47:23] here or you can add a custom domain. So
[07:47:24] you put wre and then click add domain
[07:47:27] and it will pull domains from the
[07:47:28] domains and go high level. Again, if you
[07:47:30] don't know how to do that, I have a full
[07:47:31] video on how to do domains. Go watch
[07:47:33] that and check it out. But you're just
[07:47:34] going to plug in your domain, update
[07:47:36] domain, and then you now have it. Okay,
[07:47:38] so it's taken us into client portal,
[07:47:40] which is another thing. But we're going
[07:47:41] to go right back to memberships settings
[07:47:46] and then email settings. Okay, this is
[07:47:48] going to be the email setup in the
[07:47:51] login. So guys, when someone logs in, it
[07:47:53] basically sends them an email. It's the
[07:47:55] basic email settings of the group where
[07:47:57] the emails are going. And again, you
[07:47:59] have a welcome email. You can put that
[07:48:00] default. You can send a drip email or
[07:48:02] send access emails. A lot of this I like
[07:48:04] to do in contacts. I don't really do it
[07:48:06] through here, so I don't worry about
[07:48:07] that too much. And last but not least,
[07:48:09] app settings. If you have the app, okay,
[07:48:11] you add your basic features, you know,
[07:48:14] name, the description, app icon, what
[07:48:17] you're doing there, and what color
[07:48:18] palettes you want. Again, go collab.
[07:48:20] This is so changing so much that it's
[07:48:24] kind of hard to pin this down because
[07:48:25] they add a new app all the time. So the
[07:48:29] functionality is going to be changing by
[07:48:30] the time this video comes out. So just
[07:48:32] depending on how you want the app to be,
[07:48:34] you'll access it all through here.
[07:48:37] [snorts] So again guys, settings is just
[07:48:39] a place you make it live. You add any
[07:48:42] sort of basically email setup. It's
[07:48:44] where you will configure the last
[07:48:46] settings in your course. Again, if
[07:48:48] you're not going to be adding this to
[07:48:50] communities, you're going to want to
[07:48:51] come right in here and you're going to
[07:48:53] want to set up the domain connected to
[07:48:56] said course. So, make sure you go do
[07:48:59] that. So, now that you have all of your
[07:49:01] courses built out, okay, just like we
[07:49:04] went through right here and you've done
[07:49:05] it and you've added all of the courses
[07:49:07] you want in the go highle learning
[07:49:09] section, we just come right in here and
[07:49:10] we just click add course. Okay, you just
[07:49:12] select which course you want. Okay, we
[07:49:14] will access this through a different
[07:49:16] feature. You pick what the subscription
[07:49:17] type do. Do you want it to be free,
[07:49:19] recurring, or one time? So, you pick
[07:49:21] that. We'll just do free. Actually, no,
[07:49:23] we will do recurring. Okay. And then you
[07:49:24] enter the price. And remember guys, you
[07:49:26] have to have Stripe plugged into your
[07:49:27] GoHive account. Again, full video on
[07:49:29] that if you don't know how to do that.
[07:49:30] So, once that plugged in, you put in the
[07:49:32] price. So, we'll do 70 bucks. You pick
[07:49:35] the currency. Again, guys, school
[07:49:37] doesn't have this. This is how school
[07:49:38] just gets smacked. It doesn't have these
[07:49:40] features. You can charge in any
[07:49:42] currency. So, you just pick the
[07:49:44] currency. Do you want a trial? You plug
[07:49:46] in the trial if that's what you want.
[07:49:48] Okay. The monthly billing period, you
[07:49:51] plug in that annually and then you just
[07:49:53] click add course. Okay. Um, okay.
[07:49:56] Payment integration is missing. So, um,
[07:49:59] with that, it won't plug in because I
[07:50:01] this is a dummy account obviously, but
[07:50:02] it will pop up right here. Actually, let
[07:50:04] me show you what it looks like. So, this
[07:50:06] is my community right here. It'll pop up
[07:50:08] just like this. So, it looks really
[07:50:09] cool. And then they just go in and they
[07:50:10] click it and they get access to it. So,
[07:50:12] it's super cool. It's all
[07:50:14] straightforward right here. Once you add
[07:50:15] it, again, for the sake of the video,
[07:50:16] I'm not actually uploading this course
[07:50:18] as a dummy course, but that's what you
[07:50:19] do. You just click add course, you add
[07:50:21] it, and then you're done. And again,
[07:50:22] guys, you may not want to make the
[07:50:24] courses cost money depending on your
[07:50:27] community status. Guys, I'm trying to
[07:50:28] make this clear because I get this
[07:50:30] question a lot. People like, do I charge
[07:50:31] for the courses? Are they a separate
[07:50:33] thing? The courses can be part of the
[07:50:35] community. And again, in a little bit,
[07:50:36] I'm going to show you how to charge for
[07:50:38] the community. So, the community is its
[07:50:40] own animal. So, you can charge for the
[07:50:42] community. Okay? So that's basically
[07:50:45] courses in a nutshell. You now know how
[07:50:47] to go in right under here, add your
[07:50:49] courses, and then add them to the
[07:50:52] community. Okay. So now you can now know
[07:50:54] how to do that. Now we go to the members
[07:50:56] section. So this is where you will let
[07:50:58] people into the group. Okay. You have a
[07:51:00] list of all the members right here.
[07:51:02] Okay. You'll have the admins, okay, the
[07:51:04] contributors. And then anyone requests,
[07:51:05] you just come right in here and you
[07:51:07] click, you know, let in a group. It'll
[07:51:08] have like questions and whatnot, which
[07:51:10] I'm going to show you in settings here
[07:51:10] in a sec. And then you just let them in
[07:51:13] the group. It's that simple. So members
[07:51:15] area is where you will be letting okay
[07:51:18] all of your new members in or rejecting
[07:51:20] members. So this is the filter. So even
[07:51:22] if you have it for free, you can have it
[07:51:24] be private where people have to still go
[07:51:26] through the gateway or not. So guys, I'm
[07:51:28] going to show again it's in settings.
[07:51:29] It's not right here. We're going to be
[07:51:31] going into that. But that's where you
[07:51:32] will access all of your members. Now we
[07:51:35] have events. So this is a new feature
[07:51:38] that is so awesome within High Level.
[07:51:40] And this is basically going to be all of
[07:51:43] your live streams, all of your events,
[07:51:45] masterminds, whatever you want. You can
[07:51:47] add it here. And what it's going to do,
[07:51:49] too, is it's going to pop up right in
[07:51:50] here and go meeting in 3 hours or
[07:51:52] whatever. It's really handy, guys. This
[07:51:54] is one of the things that just it's so
[07:51:57] handy if you have weekly live streams or
[07:51:59] meetings or whatever because your
[07:52:01] students can come right in here and
[07:52:02] check it out and go, "Oh my gosh, check
[07:52:03] this out." And then just plug it in. So,
[07:52:04] you just come right in here, you click
[07:52:06] event, and you can be brought to all of
[07:52:09] this stuff. So you pick the event. So
[07:52:10] put in the event name. Okay. The orange
[07:52:13] the color of said event. Okay. You pick
[07:52:15] your start time. You pick your end time.
[07:52:18] You pick your time zone. Whichever one
[07:52:20] you're in. Will this be a recurring
[07:52:22] event? Is this every week? Is this a
[07:52:24] one-time thing? So if it is a recurring
[07:52:26] event, you come right in here. You pick
[07:52:28] repeats every day, every week, ends.
[07:52:30] Does it end at a certain time? So you
[07:52:33] just pick that. We're going to not have
[07:52:34] this be a recurring link. Again, if you
[07:52:36] have a um meeting that happens every
[07:52:39] week, you just click that and then you
[07:52:40] have a recurring meeting location. Okay,
[07:52:43] this is basically if there is a live
[07:52:46] stream. Is it a Zoom link? Is it a
[07:52:48] Google Meet link? Or is it an other? So,
[07:52:49] if we do Zoom, we just plug in the Zoom
[07:52:52] link. Okay, I'm going to need to get an
[07:52:54] actual Zoom link here. Give me one
[07:52:57] second. Okay, put the link in. You put
[07:53:00] the description of it. So, what do you
[07:53:02] want? Um this will be um ma I'll just do
[07:53:06] mastermind test. You put whatever you
[07:53:09] want in again the meeting. Now you can
[07:53:11] hide location. So guys this is where you
[07:53:14] can get kind of sneaky if you have you
[07:53:15] know groups within groups. You just add
[07:53:18] that there to kind of figure that out um
[07:53:20] depending on what you're doing. And
[07:53:22] again down here you can upload a picture
[07:53:24] for this. And then you do all members.
[07:53:26] So again, what I was talking about here,
[07:53:27] a group within a group, you can access
[07:53:28] to all members, members at a certain
[07:53:30] level or members in a private channel.
[07:53:32] Remember the channels I talked about
[07:53:33] before, you can make them private. So
[07:53:35] this kind of delineates how you want,
[07:53:37] you know, who to be here or whatnot.
[07:53:39] Again, if it's a weekly live stream, you
[07:53:40] just let everyone join. But that's where
[07:53:42] you would kind of go into um that
[07:53:44] special uh day. Okay, let's just put
[07:53:47] this right here to make this go past.
[07:53:49] Next, now that you have everything
[07:53:51] configured, is this a paid live stream?
[07:53:53] So, is this some sort of weird webinar?
[07:53:54] Is this a free? So again, depending on
[07:53:57] what you're doing, you plug it in. So if
[07:53:59] you want paid, you just put in the
[07:54:00] price, the currency, and you just click
[07:54:02] create event. All right? And then right
[07:54:05] here, you'll see it. It'll pop up right
[07:54:07] here. Okay? They'll have access to
[07:54:08] quickly click this. And guys, in the Go
[07:54:10] Collab app, which I'm going to go in a
[07:54:11] second, they'll be able to hop on and
[07:54:13] basically click it and put it on their
[07:54:15] calendars or whatnot on Zoom. And guys,
[07:54:17] so effective because they can just copy
[07:54:18] the link. They have it now when, and by
[07:54:21] the way, this is the image that I told
[07:54:22] you to select. it'll pop up right there.
[07:54:24] But in this, they now have access to all
[07:54:27] of the meetings. So guys, this is so big
[07:54:29] for getting engagement up and all these
[07:54:31] things. You can have all of your
[07:54:32] meetings let out right here. And if
[07:54:33] they're ever confused, you know, they're
[07:54:35] in here, they go, "Oh, when's the next
[07:54:36] meeting?" They just come here and they
[07:54:37] get access to everything. And especially
[07:54:39] with GoHigh Levels, AI chatbots,
[07:54:41] automations, email marketing, and text
[07:54:42] message marketing, you can just blast
[07:54:46] this calendar. So so effective, so
[07:54:49] freaking awesome. And then in
[07:54:50] leaderboard you have the gamification of
[07:54:53] the community. So this is what you know
[07:54:55] level are your members at? How much
[07:54:57] engagement have they done? And then you
[07:54:58] can add rewards too. So you pick and
[07:55:00] we'll go over this in a second where you
[07:55:01] can add rewards to the group. So it
[07:55:04] makes it more like oh we got to go here.
[07:55:06] This is a game. This is awesome. So it's
[07:55:08] it's very good. Now in here, last but
[07:55:09] not least, you have basically your
[07:55:12] thumbnail for your group. Okay. And it's
[07:55:14] actually different than this. It'll be
[07:55:16] what you do in the Go Collab
[07:55:18] Marketplace. So you plug that in right
[07:55:19] there. It's just a thumbnail. You put in
[07:55:21] the about. What's it about? You just
[07:55:22] plug that right in there. What is the
[07:55:23] group about? Then you click save. So
[07:55:26] from there, you now have figured out all
[07:55:28] of the basic dashboards. Simple as that.
[07:55:31] Now up here, you can chat. And this just
[07:55:33] lets you DM people. And this feature is
[07:55:36] so big. You just pick a student, you DM
[07:55:39] them, and it sends them a direct
[07:55:41] message. And again, guys, this is only
[07:55:42] getting better. Soon, AI chatbots will
[07:55:44] be on the loose. It's just, it's crazy
[07:55:46] how powerful it is. Last but not least,
[07:55:50] settings. Now, this is the core part of
[07:55:53] the group. This is basically making the
[07:55:55] group paid, not paid. It's all of these
[07:55:58] features. Okay, so again, to ever change
[07:56:01] the name of your group, it'll be right
[07:56:03] here. The URL, okay, making it live.
[07:56:05] We're going to be doing this in another
[07:56:06] place, but this is the basically the URL
[07:56:09] where you go to access this group.
[07:56:12] Again, description. What is the
[07:56:14] description of the group? Right in here.
[07:56:17] Okay, you will have access to making it
[07:56:20] either public or private. So depending
[07:56:22] on what you're doing, do you want this
[07:56:24] to be a public group or do you want to
[07:56:25] be private and more intimate? Again,
[07:56:26] switcher. This is this thing right up
[07:56:29] here if you want access to that. Okay,
[07:56:32] you can add that right here. Check it on
[07:56:34] or off. But again, make it public or
[07:56:36] private. So what is the group? Is it
[07:56:40] free? Is it paid? What is it? You just
[07:56:42] click add new price. Again, you can make
[07:56:44] it paid, turn it on and off. Right here
[07:56:46] in settings, you have branding. Okay, so
[07:56:48] the fabricon, that little image up top,
[07:56:51] you have the cover image. So, I'll just
[07:56:52] show you what this looks like. Let's
[07:56:54] just pick this. Okay, the cover is just
[07:56:56] going to be that thing right there.
[07:56:58] Okay, and then the logo is going to be
[07:56:59] this little thing right here. So, we'll
[07:57:01] come in here. Hopefully, this will take
[07:57:02] the sizing properly. Okay, so we click
[07:57:04] save out of this to show you. And then
[07:57:07] right in here, I don't know why that one
[07:57:09] did not take. It should have taken. Um,
[07:57:11] but let's come right back here. And
[07:57:12] obviously that's not the cover image I
[07:57:14] want. I I don't want that. But that's
[07:57:16] where you'll add it. And then you have
[07:57:18] any sort of advanced features. Um which
[07:57:20] is testing stuff with custom code and
[07:57:22] whatnot. And then you have themes. Okay.
[07:57:24] Do you want it to be orange, purple,
[07:57:27] what whatever colors. This gives you a
[07:57:29] little more functional in the dark mode.
[07:57:31] But this is cool because it it helps you
[07:57:33] distinguish your group. So you pick
[07:57:34] whatever you want, right? In themes
[07:57:36] membership questions. So what this is is
[07:57:38] right in here. Remember I talked about
[07:57:40] people being able to enter into the
[07:57:42] group if you want questions. Okay, this
[07:57:44] is where you're going to access it. So
[07:57:45] right in membership questions, you can
[07:57:46] toggle this on and we got to add
[07:57:48] questions first, but then you basically
[07:57:50] pick what do you want it to be. So you
[07:57:53] have to be hardworking or you have to be
[07:57:56] part of this or what's the email that
[07:57:57] you joined with you know whatever it is
[07:57:59] the questions it takes for them to get
[07:58:01] just like a Facebook group the questions
[07:58:04] for the barrier entry you put them right
[07:58:05] here and you can pick textbox single
[07:58:07] line multi select and then you add them
[07:58:09] just like that. So that's the membership
[07:58:11] questions. Then gamification went over
[07:58:12] this earlier. You can edit this the
[07:58:14] levels, okay? How they get it. Is it for
[07:58:16] engagement? Is it for any sort of uh
[07:58:20] hard work and then you can add rewards
[07:58:22] where you just put stuff in. And guys,
[07:58:23] this can be cool. If you go into like
[07:58:24] the coupon section of high level, you
[07:58:26] can add certain things where it's like
[07:58:28] if they do X, Y, and Z, they get 50% off
[07:58:31] your next product. Whatever. You go
[07:58:33] crazy with it and you could do whatever.
[07:58:35] Then you have basically a link in the
[07:58:37] group. So, this link right here, it'll
[07:58:40] pop up right here. I will show you. This
[07:58:42] can be very important whether you're
[07:58:43] trying to drive traffic to something
[07:58:45] specific. Is there a funnel? Is there a
[07:58:46] welcome video? Whatever you want, you're
[07:58:49] going to add it. Okay. So, if we add
[07:58:51] link, we just do Amazon. And guys, I'm
[07:58:54] just This is literally just um this is
[07:58:58] literally just um for the sake of this.
[07:59:02] So, please don't take this seriously and
[07:59:04] don't actually put Amazon here. Okay. So
[07:59:07] right there, test. Boom. Amazon.com. You
[07:59:10] see what I'm saying? So it'll pop up
[07:59:12] right up there. And guys, that can be
[07:59:13] whatever you want it to be, but I'm just
[07:59:15] showing you that you can have links on
[07:59:17] that first group thing, which is very
[07:59:19] important. Reported content. This is any
[07:59:21] sort of content that has been reported.
[07:59:24] Okay? So anything that is like, oh,
[07:59:26] somebody said this, somebody said that,
[07:59:27] I want to delete this guy. It'll be
[07:59:29] right through here, and that's where you
[07:59:30] access it. Discovery. Okay? You'll
[07:59:32] toggle this on. I'm going to go more in
[07:59:33] depth on this last. This is how to put
[07:59:35] it on that Go Collab featured page to
[07:59:37] get found. Again, you could talk it on
[07:59:39] here, but I'm going to go into the
[07:59:40] activate section to show you because
[07:59:42] this is how you basically get free
[07:59:44] traffic from Go Collab. Remember school
[07:59:47] did this. This is what they're doing
[07:59:48] now. And this is how you access it. So,
[07:59:51] let me run through and show you that.
[07:59:53] Okay. So, we're going to come back,
[07:59:54] okay, to this page. So, remember, you
[07:59:57] remember this page, right? In sites,
[07:59:59] okay, now we're in client portal, but we
[08:00:01] got to go back. It kind of ships you
[08:00:02] back there. All right, so communities.
[08:00:04] Yeah, right in here. So this right here
[08:00:06] is the Go Collab.
[08:00:07] Supercharge your creativity and
[08:00:09] shout out. So this is basically access
[08:00:12] to go collab and this is that community
[08:00:15] featured discovery page and you just
[08:00:17] click activate now and you follow the
[08:00:19] steps. Again, if you want to get
[08:00:21] discovered, this is what you want to do.
[08:00:23] Again, new feature, awesome feature. If
[08:00:25] that's what you want to do and you want
[08:00:27] getting organic traffic, you activate
[08:00:28] now and you start getting traffic. So
[08:00:31] that's how you do that guys. And it's as
[08:00:33] simple as that. So, last but not least
[08:00:35] though, and by the way, the mobile app,
[08:00:37] Go Collab app, you can you can get the
[08:00:38] branded mobile app, pay more money, and
[08:00:40] access that right through there. The
[08:00:41] last thing I want to go over is making
[08:00:43] your community live because, you know,
[08:00:47] if it's not live, it's like what what's
[08:00:48] the point? You know what I mean? So, you
[08:00:50] come in here, you can pick a subdomain
[08:00:51] right here. You can add in whatever you
[08:00:53] want, but I like to make it a little
[08:00:54] more professional. You know,
[08:00:55] app.client.net is pretty, you know, it
[08:00:57] just looks kind of stupid. You're going
[08:00:59] to put in your custom domain. So type in
[08:01:01] whatever and again full video on
[08:01:02] domains. If you add the domain in you
[08:01:04] put in you know ww whatever your domain
[08:01:07] is and then you add the domain and then
[08:01:09] you update the domain and then when
[08:01:10] people go to that website as opposed to
[08:01:13] them typing in a bunch of stuff you know
[08:01:16] like right in here W do you know S9 SRXn
[08:01:20] you know whatever these crazy things
[08:01:21] it'll be you know go
[08:01:23] collabontrepreneurs.com
[08:01:24] whatever it is they just type that in
[08:01:26] and then it will take them to the
[08:01:27] community. And guys, this is so
[08:01:28] important for getting easy traction uh
[08:01:30] traffic. You do not want a super
[08:01:32] confusing domain because people can only
[08:01:34] get there by the link or saving in their
[08:01:35] bookmark. You want them to remember so
[08:01:37] they can hand key it. So that's it in a
[08:01:39] nutshell. It is that simple. It is that
[08:01:41] straightforward. You guys now understand
[08:01:44] how to build communities. So right in
[08:01:45] here, you'll just have all of your
[08:01:47] communities lined up very nicely, very
[08:01:49] cleanly where you can access them. It's
[08:01:51] it's it's so straightforward. It's so
[08:01:53] clean. Um and then to add, you know, any
[08:01:55] extra groups, you just add it just like
[08:01:56] that. And then you're just with the
[08:01:58] process again and you can keep adding
[08:02:00] more communities. So now that your group
[08:02:02] is set up, your group is thriving. It's
[08:02:03] ready to go. You have the links, the
[08:02:05] payment walls, everything set up, you
[08:02:06] just come right in here to invite your
[08:02:08] members. So right in here, this will be
[08:02:10] the link. And when you make your group
[08:02:12] live with that live link, this is where
[08:02:14] you'll be able to access. And you can
[08:02:16] copy this and send it to them. Okay? Or
[08:02:19] you can come right down in here. You can
[08:02:20] add a name and then an email address and
[08:02:23] then click send invite. What's awesome
[08:02:24] about this, it will pre-populate
[08:02:26] contacts. Okay, remember the contacts
[08:02:28] tab in high level. I have a full video
[08:02:29] on that if you don't understand that.
[08:02:30] And it'll contact them and you'll just
[08:02:32] plug plug it in and click send invite
[08:02:34] and then boom, it just sends them them
[08:02:36] them invites. And you can also have
[08:02:37] automations to set them up just to blast
[08:02:39] everyone in your contacts list with
[08:02:40] this. So, it's so handy. And then if you
[08:02:43] want to give them admin privileges to
[08:02:44] make them an admin, you just select that
[08:02:45] and then you just click invite and then
[08:02:47] you're good to go. All right, you now
[08:02:49] know how to build courses and
[08:02:51] communities inside of Go High Level. So
[08:02:52] now we're going to move on to media
[08:02:54] storage. So essentially what the media
[08:02:56] storage is, it is a place where your
[08:02:58] videos, your images, all of that stuff
[08:03:00] will be put so you can use it for the
[08:03:02] rest of high level. So if you want to
[08:03:04] put it on your websites, emails,
[08:03:05] wherever, this is where you're going to
[08:03:06] find it. And this is where you're going
[08:03:07] to upload to and control it. Okay. So
[08:03:10] the first thing I want to show you is
[08:03:12] basically the different kinds, okay, of
[08:03:15] storage we have here. So first off, we
[08:03:16] have my media, which is all of your uh
[08:03:19] videos and images. Then we have
[08:03:20] background. So this is from high level.
[08:03:22] Okay. Then we have Unsplash. So if we
[08:03:25] come right in here, this is basically a
[08:03:26] stockfree
[08:03:28] exchange, so to speak. You can find
[08:03:29] stock photos. You type in car, you can
[08:03:31] type in house, and these are all free,
[08:03:32] but you have tons of different images
[08:03:34] you can choose from. Same with Pixabay.
[08:03:36] It's very similar. You just get access
[08:03:38] to a bunch of stock photos. And again,
[08:03:40] this is great because they're free, and
[08:03:40] you can use them for websites, images,
[08:03:42] etc., etc. So that is essentially what
[08:03:45] these are. Now, what we have is we have
[08:03:47] a couple things up here, okay, that are
[08:03:50] going to basically beat this up. So,
[08:03:51] first we have connect drive. So, if you
[08:03:52] know what a Google drive is, we can
[08:03:54] click this button right here and we can
[08:03:55] connect it with your Google Drive. So,
[08:03:56] it will pull in. Very simple. You just
[08:03:58] click it and go through. We then have an
[08:04:00] AI image generator. So, if you want to
[08:04:02] generate an image, we can come in here
[08:04:03] and say, I want a house with a nice
[08:04:09] lawn. And then we'll do one variation.
[08:04:11] Photo looks good. All this looks good.
[08:04:14] And then we'll click generate. And then
[08:04:16] boom. Right there. It essentially has
[08:04:17] created the image for us. then we can
[08:04:19] continue with it and use it or we could
[08:04:20] upgrade do whatever we want but that
[08:04:22] basically is a way to create images and
[08:04:24] soon videos with AI then we can create
[08:04:26] folders so this can be really good if
[08:04:28] you're trying to you know organize stuff
[08:04:31] and you just put in the name of the
[08:04:32] folder um test you click save and then
[08:04:35] you have a folder where you can add
[08:04:36] different images in um as you see here
[08:04:39] this is what a live account looks like
[08:04:41] and it can be really handy if you have a
[08:04:43] ton of photos like this to put them in
[08:04:44] folders again it just depends on your
[08:04:46] needs and preferences then right here
[08:04:48] this is where you upload images into
[08:04:50] High Lee or videos, you're just going to
[08:04:51] click this. It's going to take you right
[08:04:53] to your computer and then you just click
[08:04:54] whatever files you want to upload them
[08:04:56] in. So that's how you're going to get
[08:04:57] videos in here. And then right in here,
[08:04:59] you'll can see your trash or your
[08:05:01] storage. But for these last ones, I want
[08:05:03] to go over to account that actually has
[08:05:04] images and we're going to do like this.
[08:05:05] So right up here, you can change the way
[08:05:08] they are listed. So small first, largest
[08:05:10] first, A to Z, however, and it's going
[08:05:12] to restructure them like that. Then over
[08:05:14] here, it's going to restructure them
[08:05:15] either in line view or icon view. So
[08:05:18] again guys, the media storage is just
[08:05:19] there for you to plug in all of your
[08:05:21] info, your videos, and your images so
[08:05:23] you can use them for later dates. And
[08:05:25] one thing I will say, if you guys are
[08:05:26] uploading a ton of stuff in here, I
[08:05:28] would recommend connecting your drive if
[08:05:30] you have, you know, already Google
[08:05:31] Drive. It'll save you a lot of time. But
[08:05:33] if you don't have that, make sure you
[08:05:34] build out folders and you have
[08:05:35] everything organized because it's very
[08:05:37] easy to have this stuff get lost when
[08:05:39] you have a gazillion images. Very easy
[08:05:42] and it can be overwhelming. But that's
[08:05:43] it. Again, if you have questions, drop
[08:05:44] them down below. But that is how the
[08:05:46] media storage works. It's very
[08:05:47] important. Make sure you immediately
[08:05:48] come in your start uploading and using
[08:05:50] and creating with AI if you need to
[08:05:52] because it is very very important. And
[08:05:53] again all this stuff the stock photos
[08:05:56] this is free um with high level. So
[08:05:58] that's a good thing to use too and a lot
[08:05:59] of people don't know that. But that is
[08:06:01] the media storage ladies and gentlemen.
[08:06:02] So mastering go high levels reputation
[08:06:04] management comes in about five different
[08:06:07] sections and right now I'm just going to
[08:06:08] show you what we're going to be going
[08:06:10] through. Okay these five sectors to
[08:06:11] understand exactly what this video is
[08:06:14] about. So the first thing we're going to
[08:06:15] be covering is a reputation management
[08:06:17] overview. What is reputation management?
[08:06:18] Why is it good? All the basics you
[08:06:20] understand whether you're beginner or
[08:06:22] more advanced, it's still very
[08:06:23] important. Number two, the reputation
[08:06:24] management system tutorial inside of go
[08:06:26] high level. So how to send review
[08:06:28] requests, the tools, automating the
[08:06:30] whole nine yards, like the hands-on
[08:06:32] approach to the tools. So you understand
[08:06:34] exactly how to do this. Number three is
[08:06:35] how to collect reviews properly. So
[08:06:38] there's a whole system to this and you
[08:06:39] have to learn it. It's one of the most
[08:06:40] important parts. Number four is how to
[08:06:42] onboard clients properly. So, how to
[08:06:44] get, you know, their GMBB connected, get
[08:06:46] social medias up, and basically the
[08:06:47] process you're going to need to learn to
[08:06:49] really service your clients. And then
[08:06:50] the fifth part, which may be the most
[08:06:52] important, is me going over this
[08:06:54] snapshot that I'm going to show you how
[08:06:56] to get for free at the end of the video,
[08:06:57] and it's going to connect into another
[08:06:59] video that's going to be in depth on how
[08:07:00] to take the entire reputation management
[08:07:02] process you have, okay, and automate it.
[08:07:05] This is very important if you really
[08:07:07] want to dial in reputation management.
[08:07:08] Again, I'm going to show you how to get
[08:07:09] it for free from me, okay? Because this
[08:07:11] is very, very important. And if you
[08:07:12] can't automate this, well, you're out of
[08:07:14] luck. So, this is going to be the
[08:07:15] outline of this video, guys. It's going
[08:07:17] to be so in-depth. So, please get your
[08:07:18] notes out. We're going to be literally
[08:07:20] covering everything. Like, this will be
[08:07:21] the most in-depth tutorial on reputation
[08:07:24] management available on YouTube as of
[08:07:25] the making of this video. One thing I
[08:07:26] want to say, too, if you're wondering
[08:07:28] like, well, how does this guy in a robe
[08:07:29] know what he's talking about, I have
[08:07:30] used reputation management for a long
[08:07:32] time in my agency. It has helped me win
[08:07:34] the gold award that you're seeing on
[08:07:36] screen right now and the platinum award,
[08:07:38] which I'll be showing you two, which I
[08:07:39] also won this year. But I haven't just
[08:07:41] used reputation management for my agency
[08:07:43] and for my clients. I've also used it
[08:07:45] for my hair salon to get it ranked super
[08:07:47] high on Google and to get it a ton of
[08:07:50] five-star reviews on autopilot. And I
[08:07:52] say this not to brag, but to show you
[08:07:53] that I have walked the walk where a lot
[08:07:55] of other highle gurus and all these
[08:07:57] other guys online, they don't really
[08:07:58] know reputation management. They just
[08:07:59] know how to make videos on it. I've
[08:08:00] actually done it and I'm going to be
[08:08:01] giving you the exact same strategies
[08:08:03] that I use in this video to hopefully
[08:08:05] help you fasttrack stuff. So, let's jump
[08:08:07] right in. So to access reputation
[08:08:08] management, you're going to come into
[08:08:09] Hyo and you're going to go all the way
[08:08:10] down to reputation. You're going to
[08:08:12] click it and you're going to be brought
[08:08:13] to this dashboard that looks just like
[08:08:15] this. The first question we ask is what
[08:08:16] is reputation management? So if you're
[08:08:18] more advanced, just bear with me. I'm
[08:08:19] going to fly through this part, but if
[08:08:21] you're a beginner, pay close attention
[08:08:22] because this is actually really
[08:08:24] important. Reputation management is
[08:08:26] keeping track of and improving what
[08:08:27] people say about your business online.
[08:08:30] Okay? It is quite literally managing a
[08:08:33] business's reputation online. Why
[08:08:35] businesses pay for it? Reputation
[08:08:37] management helps your business get more
[08:08:39] positive reviews and fix bad ones fast.
[08:08:42] More Google reviews makes your business
[08:08:44] show up higher on Google when people
[08:08:46] search locally. It saves time by
[08:08:47] managing all your reviews in one place
[08:08:49] and helps bring in more local customers
[08:08:50] who trust your business. So, this is a
[08:08:53] very valuable service not just for the
[08:08:55] fact that you help people's online
[08:08:56] reputations, you do SEO at the same
[08:08:58] time. Very important. A lot of people
[08:09:00] miss out on this. And with Highle, they
[08:09:02] make it so easy. So, what I want to do
[08:09:04] now is I want to go over some facts on
[08:09:06] Reputation Magic. A lot of people don't
[08:09:07] know. So, the first fact is 92% of
[08:09:10] consumers read online reviews before
[08:09:12] visiting a business. 92%. That is
[08:09:16] insane. Meaning that when your business
[08:09:18] or your client's businesses is online,
[08:09:20] if they have a bunch of bad reviews,
[08:09:21] people are going to be reading those.
[08:09:23] Like, this is the difference between
[08:09:24] getting a lot of clients and not. It can
[08:09:25] be very, very persuasive. Number two,
[08:09:27] 74% of customers trust a company more
[08:09:30] because of its positive reviews. We are
[08:09:32] heard creatures. We all are. We like to
[08:09:34] look at what Jim's doing and copy. It's
[08:09:35] how humans are. So with reviews, very
[08:09:37] important to go, "Oh, that was good.
[08:09:38] Let's do that." That's why Amazon
[08:09:40] reviews are so powerful because people
[08:09:42] go, "Well, a bunch of people like this
[08:09:43] vacuum, then I must like it, too." And
[08:09:45] if they see a bunch of bad reviews, they
[08:09:46] go, "I don't want it." 94% say negative
[08:09:48] review has convinced them to avoid a
[08:09:50] company. 94%. That is insane. I'll tell
[08:09:53] you, I've done that, too. I'm like,
[08:09:54] "Dude, there was a lot of bad reviews on
[08:09:56] this, you know, kitchen knife I wanted
[08:09:58] to buy or this, you know, whatever this
[08:10:00] computer. I didn't want it." And I've
[08:10:02] like I've literally been swayed by that.
[08:10:04] And then when there's a ton of good
[08:10:05] reviews, I'm swayed by that as well.
[08:10:06] Over 70% of users never go past the
[08:10:09] first page of search results. This one
[08:10:11] is key because this has to do with local
[08:10:14] SEO, which is a concept I'll be really
[08:10:15] brushing in on later in this video,
[08:10:17] which is ranking higher on Google.
[08:10:19] Reputation management helps with that a
[08:10:20] lot. A little note here with AI getting
[08:10:23] more and more powerful, one of the
[08:10:24] things that's going to really be a huge
[08:10:26] factor, even bigger than it is now on
[08:10:28] ranking on Google will be reviews
[08:10:30] because you can't fake it because they
[08:10:31] can check the IPs of who left a review.
[08:10:33] Very critical, guys. That is a golden
[08:10:35] nugget for you that is going to be huge
[08:10:36] in the upcoming months. So that's it.
[08:10:38] Reputation management is incredibly
[08:10:40] important and incredibly powerful and
[08:10:42] you need to make sure you are doing it
[08:10:44] for your AI agency or whatever agency
[08:10:45] you have because it will change
[08:10:47] everything and it's only going to get
[08:10:48] more important. So, now that you
[08:10:49] understand what it is, let's jump into
[08:10:51] how to use the tools. So, the first
[08:10:53] thing we're going to be covering is the
[08:10:54] overview tab. So, all this is is an
[08:10:57] overview, a dashboard of what's going
[08:10:58] on. You can see your invites, how many
[08:11:00] reviews you received, your ratings,
[08:11:02] basic stuff, and you can send a review
[08:11:04] request by Cleans. By the way, this is
[08:11:06] on all of the tabs where you pick the
[08:11:07] exact content you want, you pick the
[08:11:09] exact contact you want, where you can
[08:11:11] add it by putting in their info, choose
[08:11:13] whether you want to email, SMS, or
[08:11:14] WhatsApp, and click send review request,
[08:11:16] and you're done. It's as simple as that.
[08:11:18] It is an overview of reputation magic.
[08:11:19] Now, let me show you what it looks like
[08:11:20] on an active account. It looks like
[08:11:22] this. You have tons of invites you see
[08:11:24] here. It gives you the sentiments. It
[08:11:26] gives you all this and it gives you a
[08:11:27] bunch of other data on review. So, it
[08:11:28] goes super in-depth on all that. And
[08:11:31] I'll be doing that throughout this video
[08:11:32] just to show you what it looks like live
[08:11:34] versus what it looks like when it is
[08:11:35] blank when you're first getting started
[08:11:37] because with a lot of people, they don't
[08:11:38] have that. And if you're super new, it's
[08:11:40] going to look like this where it's going
[08:11:41] to give you a couple quick options to
[08:11:43] get you started faster. But that's just
[08:11:45] what it's going to look like if you
[08:11:46] haven't done it. And this is what it's
[08:11:47] going to look like when it is full. So
[08:11:49] now it's time for my first pro tip for
[08:11:51] you, and that is having a custom
[08:11:53] dashboard that goes over all of this
[08:11:55] stuff. Now, it's kind of tricky to do
[08:11:56] because they don't exactly have a direct
[08:11:58] feature you can add in, but you can add
[08:12:00] it in through a pipeline, which hint
[08:12:02] hint, wink wink, is in the snapshot I'm
[08:12:04] going to be showing you. I have a
[08:12:05] pre-built out pipelines that's going to
[08:12:07] plug into a pre-made dashboard that's
[08:12:09] going to show all the features here, so
[08:12:11] your clients or you can see exactly
[08:12:13] what's going on very quickly. And what's
[08:12:14] even cooler is you can take this exact
[08:12:17] dashboard. So you're collecting go, oh,
[08:12:18] I got a bunch of reviews. Come down into
[08:12:20] reporting and create a custom report on
[08:12:23] it. And guess what? I have a custom
[08:12:24] report already built for you in the
[08:12:26] snapshot. But it's very easy. Just click
[08:12:27] new reporting, click the dashboard, and
[08:12:28] you now have a report that you can send
[08:12:30] to them constantly. So again, that's a
[08:12:32] big pro tip. If you want to show other
[08:12:34] businesses, hey, we're getting you a lot
[08:12:36] of reviews here. This is what it looks
[08:12:38] like. Last thing in the overview that I
[08:12:40] want to go over is the competitor
[08:12:41] analysis. This is really cool. You can
[08:12:44] plug in another business and see how
[08:12:46] they're doing with a bunch of different
[08:12:47] features. Really neat, huh? So you can
[08:12:49] kind of get a comparison. So the way we
[08:12:50] do this is we click add competitor and
[08:12:52] let's search for a business. We'll do
[08:12:54] Zoe Zimmerman hair salon. Okay. And
[08:12:58] we're going to search and it's going to
[08:13:00] be right there and we're going to click
[08:13:01] it and we're going to click add
[08:13:02] competitor. And then right up here you
[08:13:04] will see it's going to show you all the
[08:13:05] stuff. So reputation score 77. I got to
[08:13:07] improve that. and it average rating and
[08:13:09] it it basically just shows you the basic
[08:13:12] feature so you can see where you're
[08:13:13] ranking. So, it's really cool because
[08:13:15] you can get like live analytics against
[08:13:17] your competitors. You can have up to
[08:13:18] three competitors. From what I know,
[08:13:19] this is completely free. So, use it.
[08:13:21] But, it's a really cool little feature
[08:13:22] that they've added recently, hence this
[08:13:24] being such an updated video where you
[08:13:25] can really get like an idea of where
[08:13:27] you're at on the rankings against your
[08:13:29] top competition. So, use this is really
[08:13:31] important, but this can also be a really
[08:13:32] important sale point if you're trying to
[08:13:34] show your customer. You can be like,
[08:13:36] "Hey, listen man. This is our review
[08:13:38] score cuz you added yourself and we are
[08:13:40] there." And then you can be like, "And
[08:13:41] look, we're getting beat out by these
[08:13:42] guys. Look, they have way more stuff
[08:13:43] than us. They have this, they have that.
[08:13:44] They have all this other stuff and we're
[08:13:46] losing out." So very, very important,
[08:13:49] very, very powerful and can really help
[08:13:50] you sell a lot more people. The overview
[08:13:52] is just a dashboard of all of the basic
[08:13:55] analytics and competitor analysis is
[08:13:57] where you can compare businesses to see
[08:13:59] basic info. So now we move on to the
[08:14:01] requests tab. So, all the request tab
[08:14:04] very simply is is a place where you can
[08:14:05] see all of the review requests you have
[08:14:07] sent out and request more. You click
[08:14:10] this, put in the contact, put in the
[08:14:11] name, click where you want, and click
[08:14:12] send review request. Now, what this
[08:14:14] looks like on a full active account is
[08:14:16] like this, okay? It'll show you all of
[08:14:19] the reviews you have lined up. It's
[08:14:21] going to show you where they're at.
[08:14:23] Pretty neat, huh? That way you can see
[08:14:25] all the reviews going out and how
[08:14:26] everything works. And again, this will
[08:14:28] pre-populate once you actually have
[08:14:30] reviews in here. But all this requests
[08:14:32] tab is doing is showing you the reviews
[08:14:33] that went out and really how to look at
[08:14:35] them. Okay, it is now pro tip time. If
[08:14:37] you want to really quickly inside of
[08:14:39] high level blast a bunch of contacts
[08:14:41] with a review request like right now
[08:14:43] because this only gives you access to
[08:14:45] one. Um, and we'll go over automating
[08:14:47] this entire process later. But if you
[08:14:48] want to quickly just blast a list,
[08:14:50] here's a little hack you can do. You can
[08:14:51] come to contacts. You can select all the
[08:14:53] contacts in here and you can click this
[08:14:55] little star right here and it says send
[08:14:57] review request. You click okay, proceed.
[08:14:59] You select exactly what template you
[08:15:01] want on what platform. So, SMS, email,
[08:15:03] and they added WhatsApp, which is
[08:15:04] awesome. You click it, you add the
[08:15:06] action in, and you click send review
[08:15:07] request, and it will immediately send
[08:15:09] out a review request to as many people
[08:15:12] that you selected. So, that is a really
[08:15:14] fast and simple way to send a ton of
[08:15:16] review requests very quickly. But later
[08:15:17] in the video, I'm going to go over
[08:15:19] automating this process so it can be
[08:15:20] hands-off. You don't have to worry about
[08:15:21] anything. Also, the snapshot I go over
[08:15:23] has a whole system that does all of that
[08:15:25] for you. And if you're completely new
[08:15:26] and you're like, "Well, how do I even
[08:15:27] get contacts in here?" If you just want
[08:15:28] to import a list, you click this right
[08:15:30] here. You follow these exact steps. It's
[08:15:33] going to be very self-explanatory, and
[08:15:34] you're going to upload the list right in
[08:15:36] here, and it'll be all pre-populated.
[08:15:38] Then, as contacts come in through forms,
[08:15:40] payments, etc., they will be put into
[08:15:42] contacts automatically. So, now we're
[08:15:44] going to move on to the reviews tab. So,
[08:15:45] the reviews tab is a place where you're
[08:15:47] going to see all of the reviews you
[08:15:49] have, and you can respond to them here.
[08:15:51] You can filter by ratings, sources, all
[08:15:53] kinds of stuff to see where the reviews
[08:15:55] are coming from. Again, you can send
[08:15:56] review requests, but all this is going
[08:15:57] to do is just going to be a list of the
[08:15:59] reviews you have and so you can see what
[08:16:01] came in and what didn't. And now, let me
[08:16:03] show you what it looks like on an active
[08:16:05] account. We come right in here, and
[08:16:06] you'll see a ton of reviews lined up all
[08:16:08] like this. You can see where they're at,
[08:16:10] how they work. You can see the average
[08:16:11] rating, your summary. Again, you can
[08:16:12] filter by rating, sources, date, spam,
[08:16:15] all kinds of stuff. And you will just
[08:16:17] see where all the reviews are at. Now,
[08:16:18] you can reply to the reviews here, but a
[08:16:21] really important thing is you can turn
[08:16:21] on AR reply, which we'll get into later,
[08:16:23] which will AI will go and and reply just
[08:16:25] like this. So, you don't have to, which
[08:16:27] builds engagement and helps you rank,
[08:16:28] higher, and do a little really cool pro
[08:16:30] tip. I'll be showing you later, but that
[08:16:31] is a place where you can do this. So,
[08:16:33] again, all the reviews tab is showing
[08:16:34] you is where all the reviews are going
[08:16:36] to lay, how you can respond. It's just
[08:16:37] going to be a dashboard of all the
[08:16:38] reviews that have come in, so you can
[08:16:40] see them and read them. Now, it is pro
[08:16:42] tip time, and I think you're really
[08:16:43] going to like this one. If we come up
[08:16:45] into marketing, okay, and we come to
[08:16:47] social planner, we can actually have
[08:16:48] social media management come in by
[08:16:50] having it post the reviews. This is
[08:16:52] really cool. It will take the reviews
[08:16:54] and post them on social media. How cool
[08:16:57] is that? You don't have to do any extra
[08:16:58] work. This can be a big add-on. You can
[08:17:00] make, hey, we're going to offer you
[08:17:01] social media management where we're
[08:17:02] actually going to go in optimize posts
[08:17:03] and post for you on all your platforms
[08:17:05] for free. Part of this price, it adds a
[08:17:08] lot of value. And guess what? You do
[08:17:09] literally no work once you set it up.
[08:17:11] It's all automated. So you come right in
[08:17:13] here. You select the review source.
[08:17:14] Let's say we'll do Google. You pick the
[08:17:16] amount of reviews. We'll do five star
[08:17:17] reviews. Choose the social accounts.
[08:17:18] We'll click all of them. The number of
[08:17:19] posts. You can pick as many as you want.
[08:17:21] Just do one for now. Every day, every
[08:17:23] week. You pick the cadence, how many you
[08:17:25] want. Then you pick where you want them.
[08:17:26] Then you click next. You can pick the
[08:17:28] background. You got a lot of different
[08:17:29] options the way it looks. You click
[08:17:31] next. And then you can show a content
[08:17:32] preview. So it shows you what it looks
[08:17:34] like. And you can change the colors, the
[08:17:36] fonts, all kinds of stuff. But you will
[08:17:37] be getting legitimate posts going out on
[08:17:40] all these platforms. This is what they
[08:17:41] look like. and they're good. I mean,
[08:17:42] it's cool. It builds social credibility.
[08:17:44] It builds clout. And guys, once you set
[08:17:46] it up, which I just showed you by
[08:17:48] selecting the socials, selecting the
[08:17:49] background, and going to content
[08:17:50] preview, you're done. That's all you
[08:17:52] have to do. And now you've fully
[08:17:54] automated social media management to
[08:17:55] your clients. How cool is that? That's a
[08:17:58] big add-on that offers a lot of extra
[08:17:59] value. It's doing social media manu,
[08:18:01] which boosts SEO as well. And guys, it's
[08:18:03] no work. So, please, these little pro
[08:18:05] tips are golden nuggets I'm giving you.
[08:18:07] Use them, okay? And a lot of you guys
[08:18:08] could just throw this up there very
[08:18:10] easily if their shows are connected just
[08:18:12] to be nice. You can also do that if
[08:18:13] you're not selling. You just go, "Hey,
[08:18:14] we're doing this on extra because we
[08:18:16] want to we want to help you." It builds
[08:18:17] reciprocity and opens the upsell later.
[08:18:19] So very very important pro tip. So now
[08:18:21] we move on to widgets. So all a website
[08:18:24] widget is is an easy way to gather
[08:18:27] reviews on a website or really anywhere
[08:18:30] you can put code. And this is what it
[08:18:31] looks like. Pretty cool, huh? You got
[08:18:33] all of the reviews stacked or as many as
[08:18:35] you want to build social proof. Then
[08:18:37] right here, if they click write a
[08:18:38] review, okay, it's going to bring them
[08:18:40] to Google and immediately put them in a
[08:18:41] place where they can leave you a Google
[08:18:43] review. Guys, this is a huge way to
[08:18:44] collect reviews without running review
[08:18:46] campaigns. Or if you have a collect
[08:18:47] that's kind of like, I don't want to pay
[08:18:49] for a review campaign, or however they
[08:18:50] are, this is a simple way you can add
[08:18:52] this in to help get them a lot of five
[08:18:54] star reviews. It's awesome, but it also
[08:18:55] does that social proof thing where
[08:18:57] people go, "Oh my gosh, all these people
[08:18:58] love this. These are real Google
[08:19:00] reviews. This is so cool." yada yada
[08:19:01] yada. Again, heard animals social proof.
[08:19:04] People like to follow what the person
[08:19:05] next to them does. was a very very
[08:19:07] important way to do. So you have a
[08:19:08] couple different options. Number one,
[08:19:09] you can create completely from scratch.
[08:19:11] Number two, you can use a template. I
[08:19:13] recommend use a template. They're
[08:19:14] simple. So we'll come in and we will use
[08:19:16] this template right here. So then you
[08:19:17] click edit widget. So very simply, you
[08:19:20] have a couple different things you can
[08:19:21] do with this. Summary position. You can
[08:19:23] either do top or a long layout. Review
[08:19:24] source. This is where you want the
[08:19:26] reviews coming from. Google, Facebook,
[08:19:27] or if you have any other pages. We'll
[08:19:28] get that later. Okay. Right here. Really
[08:19:30] cool. This is widget types. So this is
[08:19:31] different kinds. You have like list, you
[08:19:33] have grid, you have masonry, you have
[08:19:37] carousel, which slides, you slider,
[08:19:39] flash, and those are just basically ways
[08:19:42] you can lay out your views. It's just
[08:19:44] making it look different. That's it. And
[08:19:46] then you can have number of reviews. So,
[08:19:47] how many reviews, let's say we only want
[08:19:49] one. When we click this, what it's going
[08:19:50] to do is it's only going to leave one
[08:19:52] review. Pretty nih. And then any rating.
[08:19:54] What I would do is only five star.
[08:19:56] That's, you know, you want to make it
[08:19:57] look good. If you're like my businesses,
[08:19:58] you pretty much only have five star. So,
[08:20:00] you don't got to worry about that. But
[08:20:01] then you can put powered by which is
[08:20:02] right down there which if you leave that
[08:20:04] off it's not going to show who it's
[08:20:05] powered by and it shows on it's going to
[08:20:07] link that. Okay. So if we come right up
[08:20:09] here you then can put in a heading. So
[08:20:11] that's right there. So if you do fff I'm
[08:20:14] just doing this for an example. You'll
[08:20:16] see it pops up right there. Then
[08:20:17] description. We are the best. It's this
[08:20:20] right here. I'm just showing you guys.
[08:20:21] You obviously wouldn't put that but I'm
[08:20:22] just showing you what you can do. Then
[08:20:24] right here you can have the rating or
[08:20:25] you don't have to have it. The total
[08:20:26] review count. You don't have to have it.
[08:20:28] Write a review button or you don't have
[08:20:30] to have it. I would leave all of these
[08:20:31] checked. It's much better. But what I'm
[08:20:32] showing you is the amount of
[08:20:34] customization. But I would leave all of
[08:20:35] those on. So then right in here, this is
[08:20:37] just colors, themes, and fonts. Whatever
[08:20:39] you want. You pick it. It changes it
[08:20:41] across the board. Again, this is the
[08:20:42] visual side. Then in here is going to be
[08:20:44] some of the settings, okay, for your
[08:20:47] review widget. So you can display the
[08:20:48] date, display the reviewer icon, exclude
[08:20:50] any stuff like that. And the code that
[08:20:53] you're going to use to put this on a
[08:20:54] website. You can put the highle review
[08:20:56] widgets on any websites. WordPress, Wix,
[08:20:58] Squarespace, anywhere that has a code
[08:21:00] editor, and you would just copy the code
[08:21:01] and put it on. I'll show you how to do
[08:21:02] it in a sec because you can do it right
[08:21:03] here. But this is a quick way to get it
[08:21:05] on once you've had it. But here's what
[08:21:06] I'm going to tell you. We're gonna first
[08:21:08] name it before we just slap the code on.
[08:21:09] We're going to click save and then we're
[08:21:11] going to name it. So, what we're going
[08:21:12] to do is new review widget. Okay? And
[08:21:16] then we're going to click save. This is
[08:21:18] really important. And as you see, it
[08:21:20] pops up right here. So, now what we want
[08:21:22] to do is we want to copy the code. We
[08:21:24] want to pick new review widget. You can
[08:21:25] click whatever code you want. and we're
[08:21:27] going to click copy code. Very important
[08:21:29] to do. Okay. Now, what we're going to do
[08:21:31] is we're going to come to the website
[08:21:32] you want. Again, you can do this on a
[08:21:34] code editor, really on any website you
[08:21:36] have. So, I'm going to show you how to
[08:21:36] do it here. We'll click the plus. You're
[08:21:38] then going to come all the way down to
[08:21:40] code and we're going to slap this right
[08:21:42] here. We're going to click open to
[08:21:43] editor and we're going to paste this.
[08:21:45] Now, they have a reviews widget and a
[08:21:46] testimonial widget. This is just an
[08:21:47] easier, cleaner way to do it. Once we
[08:21:49] have it in, we click the eyeball and
[08:21:51] look at this. There it is. Now,
[08:21:53] obviously, you don't want to put that,
[08:21:54] but you got what I was putting down
[08:21:56] there. But this is a great way to gather
[08:21:57] more reviews. And check it out. When
[08:21:58] they click write a review, what does it
[08:22:00] do? It brings you to Google and it
[08:22:01] allows you to leave a review. Guys, this
[08:22:03] is one of those things that's very
[08:22:04] powerful. It's easy to do and it work. I
[08:22:06] mean, you can see right here, last week,
[08:22:07] I got a bad haircut from a different
[08:22:09] barber. Today, Tegan saved my life. 10
[08:22:11] out of 10. Thank you all. Like, wow.
[08:22:13] Someone sees that, they're like, oh
[08:22:14] yeah, I've had a ton of bad experiences
[08:22:16] with barbers because I had a great
[08:22:17] experience, too. And I know you might be
[08:22:18] like, they don't know how? Like, what do
[08:22:20] you mean they don't know how? they just
[08:22:21] go to Google and click write review.
[08:22:23] People don't know, they're not you. They
[08:22:24] don't have the same experiences. You
[08:22:25] would be shocked at how many people are
[08:22:26] like, "Oh yeah, I'd love to write a
[08:22:28] review. I didn't even know you had
[08:22:28] that." This is a great way to get that
[08:22:30] if you miss them on the review request.
[08:22:32] So now what we got to do is we got to
[08:22:33] move on to listing. This is an important
[08:22:35] one because this has to do more with
[08:22:36] local SEO and building back links. The
[08:22:39] first thing I want to do before I go
[08:22:40] into activating this is I want to
[08:22:41] explain what these are and why they are
[08:22:44] powerful. So, local listings are online
[08:22:46] profiles of your business on sites like
[08:22:49] Google, Yelp, or Apple Maps that show
[08:22:52] your name, address, phone number, and
[08:22:54] website. They're powerful for SEO
[08:22:56] because when your info is consistent
[08:22:57] across many sites, Google trusts your
[08:22:59] business more, ranks you higher in local
[08:23:01] searches, and makes it easier for
[08:23:02] customers to find and contact you more.
[08:23:04] As you see here, here's your business.
[08:23:06] It's showing Google connected to it,
[08:23:08] Yelp connected to it, you know, Apple
[08:23:09] Maps, and there's a bunch of other
[08:23:10] places where citations are built. are
[08:23:12] not the only ones just to let you know,
[08:23:14] but they're all across Google. This is a
[08:23:17] big thing for local SEO and high level
[08:23:19] makes it pretty easy because you can set
[08:23:20] it up. You have to pay for it, but it
[08:23:22] goes through and it's a very simple
[08:23:23] process. Now, there's other places you
[08:23:24] can build citations, listings, and all
[08:23:26] this stuff, but high level is relatively
[08:23:28] easy to use. And again, it is strictly
[08:23:30] for promoting the Google business
[08:23:32] profile, which is really like local SEO
[08:23:33] at the heart of it. So, that's what
[08:23:35] listings are. They're important because,
[08:23:36] well, they're SEO. So to activate
[08:23:38] listings, you come into the listings tab
[08:23:39] and you're going to click activate
[08:23:41] listings. Now you're going to pick a
[08:23:42] player. Again, they cost money. You have
[08:23:44] to pay high for them. So one thing I
[08:23:45] want to show you is if you come to
[08:23:46] agency view, okay, and go to reselling.
[08:23:48] This is where you're going to set the
[08:23:49] price for all your sub accounts, which
[08:23:51] is right here. So you can pick how much
[08:23:53] you want to charge for it. You can pick,
[08:23:55] do you want more? Do you want less? You
[08:23:56] can see the numbers going up right here.
[08:23:58] And that is for picking the plants. You
[08:24:00] can see it's 32 right here. But if we
[08:24:02] come right here and we go all the way
[08:24:03] down to one and we click save, okay? And
[08:24:05] we come back here and we click refresh.
[08:24:08] Look at that. This is now 30 bucks.
[08:24:10] That's essentially how it works. So
[08:24:11] you're going to pick the exact plan you
[08:24:13] want. Do you want more months? Do you
[08:24:14] want less? Do you want to pay for the
[08:24:15] year? I would just stick with the
[08:24:16] monthly plan. Again, only do this if
[08:24:18] you're planning on either upselling them
[08:24:19] or giving them a bigger package. But
[08:24:21] what you're going to do is you're going
[08:24:22] to click confirm. And then you come to
[08:24:24] this page. You go, okay, this is all the
[08:24:25] stuff we're getting. You can pay with
[08:24:26] card, pay using your agency wallet. I
[08:24:28] have other videos that that doesn't make
[08:24:29] sense. since each sub account has that
[08:24:31] or charge the agency card which is
[08:24:32] there. So we're going to do charge to
[08:24:33] agency and we're going to click pay 30
[08:24:36] and subscribe. Then you'll be brought to
[08:24:38] a page that looks just like this. And
[08:24:39] this is where you're going to place in
[08:24:40] all your information that's going to go
[08:24:42] on the local listings that gets pushed
[08:24:44] over to all those Google sites. So you
[08:24:45] want to make sure you have the proper
[08:24:46] business name, the right phone number,
[08:24:48] the right email address, okay, the
[08:24:50] featured message you want. You want to
[08:24:51] pick your categories. So we're going to
[08:24:52] do hair salon. You want to pick the
[08:24:55] proper category. So important. You can
[08:24:57] pick more if you want. We're just doing
[08:24:58] hair salon for now. You can do
[08:25:00] hairdresser and other things, but really
[08:25:02] important to have that because a lot of
[08:25:03] people will put the wrong thing and then
[08:25:04] it doesn't get categorized right away.
[08:25:06] Put the exact address. Really important.
[08:25:08] Like you have to double check. Make sure
[08:25:09] it's all spelled right. Make sure
[08:25:10] everything looks good. And then right in
[08:25:11] here it says hide my address on
[08:25:12] directives because I don't serve
[08:25:14] customers at my business location. That
[08:25:16] is if you have a address where you're
[08:25:17] not still listing people. So this all
[08:25:19] looks good. And then you just click
[08:25:20] create listings. And what it's going to
[08:25:22] do is going to go through and it's going
[08:25:24] to start creating listings on this. And
[08:25:27] then you'll see right in here now that
[08:25:28] you have listings, it's going to show
[08:25:29] you the business entities, the
[08:25:30] categories, the publishers, and all this
[08:25:32] stuff. Give you just basic feedback. So
[08:25:34] you can come into business entities.
[08:25:35] It's going to show you the business
[08:25:36] here. Then the suggestions going to give
[08:25:37] you some stuff that you're going to want
[08:25:39] to do. And you can create more entities.
[08:25:40] I mean, it's very simple, guys. Like
[08:25:41] it's going to show you anything else you
[08:25:43] don't have completed. But that's the way
[08:25:44] it works. It'll let you know when it's
[08:25:45] fully done, and that's it. And then you
[08:25:46] can do setup guide to figure out more.
[08:25:48] So that's what listings are, guys.
[08:25:49] They're great for local LCO. I walked
[08:25:50] you through the entire process. I hope
[08:25:52] it made sense, guys. Again, questions,
[08:25:54] drop them in the comments down below. I
[08:25:56] have so many people that are like, "What
[08:25:57] is this? What is that?" Just ask. I
[08:25:59] answer. And it takes me forever to
[08:26:00] answer these comments, but we do it
[08:26:02] because we want to help you. So, make
[08:26:03] sure you do that so I can help you out.
[08:26:04] If you're interested in High Leo, but
[08:26:05] you also want help learning it and
[08:26:07] learning how to sell it, I recommend
[08:26:09] checking out my 30-day free trial link
[08:26:11] right down below, where not only will
[08:26:12] you get 30 days of High Lee free, you'll
[08:26:14] also get access to all of my bonuses,
[08:26:17] which will help you on this journey. So,
[08:26:19] I'm talking you getting access to a
[08:26:20] private community full of winners where
[08:26:22] you can network and get your questions
[08:26:23] answered. I'm talking trainings on how
[08:26:25] to use Highle trainings on how to get
[08:26:27] clients, systems on how to get clients
[08:26:28] that I've already built out, snapshots,
[08:26:30] sales scripts, AI prompts, white label
[08:26:32] onboarding videos, premium snapshots. I
[08:26:34] mean, everything you could possibly
[08:26:35] need. But more importantly, the ultimate
[08:26:37] handholding experience so you can master
[08:26:39] all this and get all of your questions
[08:26:41] answered in real time. You can literally
[08:26:43] hop on Zooms with me and message me
[08:26:45] whenever you want. You have access to
[08:26:47] six live coaching calls per week with
[08:26:49] real agency owners that are selling high
[08:26:50] level. So you're getting not just some
[08:26:52] random coach, you're getting real agency
[08:26:54] owners giving you their advice to help
[08:26:55] you out. And we have six days of these a
[08:26:57] week. So you can basically get all of
[08:26:58] your questions answered and really learn
[08:27:00] this thing in depth. So again guys, all
[08:27:02] of these calls, all these trainings,
[08:27:04] this entire private community, this is
[08:27:05] all free when you sign up with High Leo
[08:27:07] right down below. So when you go down
[08:27:08] and you click the link and you sign up,
[08:27:09] we will email you access to this and
[08:27:11] then we can get you started. And if you
[08:27:12] don't see an email access, just drop a
[08:27:14] comment down below and we will get you
[08:27:15] settled. So again guys, thank you for
[08:27:17] watching. Check out the link down below
[08:27:18] and let's get back to the video. This is
[08:27:20] what it's going to look like once
[08:27:21] everything is pre-populated. Takes a
[08:27:22] little bit of time. You'll see the exact
[08:27:24] citation and business info, business
[08:27:26] details, social profiles. You can add
[08:27:28] all this stuff. And that's what I
[08:27:29] recommend you do. You go in and you add
[08:27:31] all this extra stuff in here. Really
[08:27:33] important. And you basically fill this
[08:27:35] entire thing out. This how you really
[08:27:36] get it a lot more dialed in. So once it
[08:27:38] pre-populates, make sure you go through
[08:27:40] all of that and you get it all set up
[08:27:41] because it's going to need other little
[08:27:42] things like you see in business info and
[08:27:44] all that stuff. And it'll tell you what
[08:27:45] to do in this guide. A lot of this is
[08:27:46] really important that you go through
[08:27:47] this because this is going to show you
[08:27:49] how to really get these listings dialed
[08:27:50] in which is going to help you boost the
[08:27:52] Google business profile higher on Google
[08:27:54] so you can rank much much better. So
[08:27:56] that's listings in a nutshell. That's
[08:27:58] how it works. That's how it's good.
[08:27:59] Guys, questions please drop them down
[08:28:00] below. Super powerful. But that's what
[08:28:02] this does and everything you could
[08:28:03] possibly need to get is right here.
[08:28:05] It'll tell you exactly what you can do,
[08:28:07] how to fix it. I already have my GMBB
[08:28:08] connected and my Facebook connected. I'm
[08:28:10] not sure why it's asking me to do that
[08:28:11] again. But for a lot of this stuff, it
[08:28:13] may be a glitch. It may not be. But make
[08:28:14] sure you go through, you fill this up
[08:28:15] and you follow the setup guide so you
[08:28:17] make sure your listings are perfect in
[08:28:18] every which way you can get. So now that
[08:28:20] you understand listings, we now need to
[08:28:21] move on to the juiciest part of this
[08:28:22] video, the settings. This is where
[08:28:24] everything is configured. This is how
[08:28:25] you onboard. This is where everything
[08:28:27] is. So I'll show you how to do all this.
[08:28:29] But the first thing we have to start
[08:28:30] with is reviews AI. So reviews AI is
[08:28:32] really important because what this does
[08:28:34] is this responds to the reviews on your
[08:28:36] Google Business profile, which if you
[08:28:37] didn't know helps with SEO. It helps
[08:28:39] basically boost it because it shows that
[08:28:41] you're active and engaging with them.
[08:28:43] And what it looks like is this right
[08:28:44] here. When someone comes in and posts to
[08:28:46] say, "Hey, I love this." It then posts
[08:28:47] right here to let them know different
[08:28:48] answers. So you don't have to do it. You
[08:28:50] can do this manually. It just takes a
[08:28:52] lot more time. I think it's really good
[08:28:53] though if you're just starting out to
[08:28:55] respond to a couple manually first in a
[08:28:56] fast fashion to build up. So it's not
[08:28:58] immed like instantly. You want to take a
[08:28:59] bit of time for that because it's the
[08:29:01] kind of thing where you don't just
[08:29:01] immediately look like you're using AI.
[08:29:03] But again, right in here, you can either
[08:29:04] have it off, suggested, which is giving
[08:29:06] you something to say. I don't recommend
[08:29:07] it or autopilot, which is what I use.
[08:29:08] You click that. You can pick the wait
[08:29:10] time. I recommend 15 minutes, but you
[08:29:12] can do more or less by just clicking
[08:29:13] that. You have minutes and hours. Okay.
[08:29:15] And then right down here, you can create
[08:29:16] agents to do this. I don't really
[08:29:18] recommend doing this. You don't really
[08:29:19] need to. You can just click this on and
[08:29:20] it works just the same. But if you
[08:29:22] wanted to, you could click create agent
[08:29:23] and you can pick different ones. So, we
[08:29:25] have Claire Flet Grace Space Taylor. I
[08:29:29] mean, this is like so immature. But you
[08:29:31] pick solution, Sally. You pick which one
[08:29:33] you want. Really, you don't need these.
[08:29:35] You can just click autopilot response
[08:29:37] and it works just the same. This is not
[08:29:39] something you got to be picky on, but
[08:29:40] that's how you turn on reviews AI. And
[08:29:42] again, this autoresponder reviews, which
[08:29:44] is really important for SEO, so make
[08:29:45] sure you do that. It is part of the AI
[08:29:47] sweet. I think it cost like 0 point
[08:29:49] something cents. It's super cheap, but
[08:29:50] it is an AI action. Just to let you
[08:29:52] know, that is thing. And you're going to
[08:29:53] want that on if you're trying to write
[08:29:54] people, but that's how you do it. Now,
[08:29:56] the really important part, which is
[08:29:57] review link, this is how we onboard
[08:29:59] people. Very important. So, the first
[08:30:01] thing you can obviously just get this
[08:30:02] from them on a Zoom call if you're
[08:30:03] onboarding them. There's two other
[08:30:05] different ways where you can basically
[08:30:06] get this from them. if they don't give
[08:30:08] it to you on a Zoom call. This can be
[08:30:10] for Google, Facebook, and custom links
[08:30:12] down the integrations. Now, for right
[08:30:13] now, I'm just going to show you how to
[08:30:14] do this just via Google and Facebook.
[08:30:16] So, what we're going to do now is we're
[08:30:16] going to plug this in. So, if we come
[08:30:18] right over here to this dummy account,
[08:30:19] we're going to need to put in the link.
[08:30:20] So, we paste the link just like we did
[08:30:22] right here. I put in the link. And just
[08:30:24] let you guys know, I'm using active and
[08:30:25] a dummy sub account to show you the best
[08:30:27] view because a lot of people do on
[08:30:28] YouTube is they come in and they just
[08:30:29] use a blank account and people like, it
[08:30:30] doesn't look the same as mine. I'm
[08:30:32] showing you both so it looks exactly the
[08:30:33] same and you don't miss a beat because I
[08:30:35] go above and beyond for you. So right in
[08:30:36] here, again, you can just select the
[08:30:38] page. If it's selected, we connect the
[08:30:39] GMBB. But the first thing we're going to
[08:30:41] have to do is connect said GMBB. So you
[08:30:44] have a couple different options for
[08:30:45] this. So number one, on an onboarding
[08:30:47] call, you go in, okay? You talk to them,
[08:30:50] you go in here, and you get said link
[08:30:52] right in here. You go ask for reviews,
[08:30:54] you copy link, and you get it from
[08:30:55] there. That's the first way. You do it
[08:30:57] on an onboarding call. You walk them
[08:30:58] through it. That's the first way to get
[08:31:00] this link. The second way to get this
[08:31:01] link is you would come right into
[08:31:02] Launchpad, okay? and you would just go
[08:31:04] up here and you would connect it right
[08:31:06] here. It'll say connect get link and
[08:31:07] then they can do that. So if you were to
[08:31:09] send them access to said sub account,
[08:31:11] they could log in and they could fill it
[08:31:13] out. For some reason, people don't seem
[08:31:15] to know how to do this. I see a lot of
[08:31:16] problems with that's why the onboard in
[08:31:18] Zoom call is the best. But that's how
[08:31:19] you do. You would just click this right
[08:31:21] here. It'll send them a link and you'll
[08:31:22] go through the process. They would log
[08:31:23] into the sub account once you onboard
[08:31:25] them and then they would put the link
[08:31:26] in. So that's the second way. Number one
[08:31:28] is onboarding via Zoom where you do it
[08:31:30] for them by grabbing it here and
[08:31:32] plugging it in. Number two is they go in
[08:31:34] to the sub account and they upload it
[08:31:36] which is trickier. And then we have a
[08:31:38] third option which is basically you
[08:31:40] managing their Google business profile.
[08:31:42] Now this is a little bit trickier as far
[08:31:44] as like opers cuz you can control it but
[08:31:47] I think this is better in a way because
[08:31:49] you have control and it's really the
[08:31:51] most hands-off for that. So what you're
[08:31:53] going to do is you're going to come to
[08:31:54] business.google.com/create
[08:31:56] and what it's going to do is give you
[08:31:57] access to look for people's GMBB. So
[08:32:00] we're going to do is we're going to type
[08:32:01] in the name of the business. So, say we
[08:32:02] wanted to view a salon. We'll just click
[08:32:04] salon fusion. Have nothing to do with
[08:32:05] them. I'm just showing you the example
[08:32:07] of this. Say you want access to this
[08:32:09] GMBB. You would click request access.
[08:32:11] Okay? And you're going to pick the level
[08:32:13] you want. So, you can do management or
[08:32:14] ownership. Management is better. You
[08:32:16] don't need to own it. You're going to
[08:32:17] put in your relationship. Are you an
[08:32:19] owner, employee, agency, okay? You're an
[08:32:21] agency. Put the name in your phone
[08:32:22] number. Click this box and click submit.
[08:32:24] And what it's going to do is it's going
[08:32:25] to send them an email to who owns this
[08:32:27] GMBB. And it's going to say, will you
[08:32:29] give them access? And they just have to
[08:32:30] click yes. From there, you then have
[08:32:32] access to their GMBB where you can come
[08:32:35] right in and plug it in like that. So,
[08:32:37] that is the third option. I actually see
[08:32:38] very few people talk about this online,
[08:32:41] especially in the high level reputation
[08:32:42] space cuz I don't think they know how to
[08:32:43] do it. But, this is a great way to get
[08:32:45] access to it if they won't hop on Zoom
[08:32:48] with you, okay? Or they don't know how
[08:32:49] to do it themselves. It's just a really
[08:32:51] easy way for you to get control. Now,
[08:32:52] you will have control. It'll be on your
[08:32:54] GMBB, so you'll then plug it in. But I
[08:32:56] think this is a really neat trick. And
[08:32:58] again, it's just on the URL that I told
[08:32:59] you about earlier. And it's really easy,
[08:33:01] guys. Like really, really easy to use.
[08:33:03] So, make sure you go in and use this if
[08:33:05] you need it and you can't get access to
[08:33:06] it any other way cuz then this will give
[08:33:08] you access to GMBB. Then you can just
[08:33:09] grab the link and plug it all in and
[08:33:11] then you're done. So, those are the
[08:33:12] three ways. I hope those help. Those are
[08:33:13] the three different ways you can onboard
[08:33:14] people. But we're going to do is we're
[08:33:16] just going to basically show you the
[08:33:17] basics. You would just copy this code.
[08:33:18] There's a couple other places it is. And
[08:33:20] then you're going to come right here and
[08:33:21] you're just going to paste it. Okay.
[08:33:23] Right. Like that. And now you have your
[08:33:24] review link. But that's how it works.
[08:33:26] That's how you set up the review link.
[08:33:27] Very important. Okay, please, if you
[08:33:29] have any questions on this, drop in the
[08:33:31] comments down below. I see a lot of
[08:33:32] people confused on this. It can be a
[08:33:33] little tricky, but this is a really
[08:33:34] important part, getting access to their
[08:33:36] GMBB because this is like how you do
[08:33:38] everything. And then right here, we have
[08:33:39] review balancing. So, if you turn review
[08:33:41] balancing on, this is pretty cool. If
[08:33:42] you have Facebook, Amazon, Google, a
[08:33:44] bunch of different places, this will
[08:33:45] balance where it says review request to
[08:33:47] give you reviews on different platforms.
[08:33:49] And you just turn this on. You configure
[08:33:50] balance. You pick the platforms and then
[08:33:52] you just click autobalance and it's
[08:33:53] going to basically put them in a bunch
[08:33:55] of different places. Really neat, really
[08:33:56] handy. I recommend you do that. It's
[08:33:58] pretty cool if you have a bunch of
[08:33:59] different places. But if you're just
[08:34:00] doing Google, this can be turned off. So
[08:34:03] that's how you get the reviews link.
[08:34:04] Very, very important. That's how it
[08:34:06] works. So now we move on to SMS
[08:34:09] requests. So all this is is a way to
[08:34:11] send out requests. I'm this is a newer
[08:34:13] feature was enabled. So you don't have
[08:34:14] to have huge automations. Now you will
[08:34:16] have to have automations to kickstart
[08:34:17] this thing which is the check-in. But
[08:34:19] the way this works is this will start
[08:34:21] sending review requests you set up. Now
[08:34:23] the snapshot it's going to be linked at
[08:34:24] the end of this video. It has pre-built
[08:34:26] out templates for SMS WhatsApp and it
[08:34:27] basically automates this process. But
[08:34:29] for the sake of this video I'm just
[08:34:30] going to show you how to do it right now
[08:34:32] very simply. So you pick the way you
[08:34:33] want. So right as they come in
[08:34:35] immediately repeat don't repeat maximum
[08:34:37] retries. So again this is how many is
[08:34:38] sending. And then you're going to pick
[08:34:40] your templates. So you can come into
[08:34:41] create and you can create from scratch.
[08:34:42] Come right in here. You pick how you
[08:34:44] want it, what you want it, simple stuff
[08:34:45] like that. You just upload how you want
[08:34:47] it. And then you can come in here once
[08:34:48] you've built these templates and you can
[08:34:49] select them here. So you have reach 1 2
[08:34:52] 3 4 5. So you have all the templates
[08:34:54] pre-built out and plugged in in place.
[08:34:57] Very simple, very straightforward. Like
[08:34:58] this isn't complicated. They've made it
[08:35:00] so easy. It used to be way harder. Back
[08:35:01] in the day, you didn't have this. You'd
[08:35:02] have to manually set all this stuff up
[08:35:04] and automations. It was a nightmare. But
[08:35:05] you don't have to do that now. So that's
[08:35:06] really cool. I think that is a really
[08:35:08] powerful way to do this. And again, to
[08:35:09] edit it, you just click right there. But
[08:35:11] that's how it works. And it's the same
[08:35:12] thing for email requests in same thing
[08:35:15] for WhatsApp requests. You just have to
[08:35:16] connect it. So that's how those three
[08:35:17] work in what order you want them to go.
[08:35:20] Set them in the review templates once
[08:35:21] you set it up and it will just send them
[08:35:23] one by one to gather reviews. Simple as
[08:35:27] that. Any questions on this? Drop them
[08:35:28] down below. I know this popup can be a
[08:35:30] little weird for people because it is a
[08:35:32] new feature that's a little bit
[08:35:33] different, but it totally makes
[08:35:34] everything easier. And make sure you
[08:35:35] watch the video that pops the video
[08:35:36] about the snapshot cuz it's going to
[08:35:38] blow you away with what I already have
[08:35:39] pre-built for you. So that's how you do
[08:35:41] all three of these very simply. It's
[08:35:43] just like that. Then you can start
[08:35:45] collecting reviews. Okay. Now we have
[08:35:46] reviews QR. So this is a QR code where
[08:35:50] people can scan and get reviews. Very
[08:35:51] important if you're working for
[08:35:52] restaurants or anywhere where they have
[08:35:53] reviews. What I recommend you do is when
[08:35:55] you create these, you can print these up
[08:35:56] and put them on people's doors. Very
[08:35:58] easy way to gather reviews for free. So
[08:36:00] we come right in here. We'll click
[08:36:01] create QR code. Then you very simply can
[08:36:03] create this. So you have text stuff
[08:36:04] right here. Yeah, you can, you know,
[08:36:06] customize that as is. You have the basic
[08:36:08] links. You can play with the QR code.
[08:36:09] you have your logo and some basic stuff.
[08:36:11] Okay, this is a very basic QR code
[08:36:14] builder. The real builder if you want to
[08:36:16] build really in-depth QR codes is over
[08:36:18] here under sites. Let me show you. So,
[08:36:21] we come under sites and we come under to
[08:36:22] QR codes. Now, you have the real QR code
[08:36:25] builder. This is where you can go in
[08:36:26] depth. And I have other tutorials on
[08:36:28] this, but I think it's really important.
[08:36:29] So, we're just going to click create QR
[08:36:30] code. And you can pick from a multitude
[08:36:32] of different types, but we're going to
[08:36:34] click review code. Okay. You're going to
[08:36:35] put the name in. So, we're going to do
[08:36:36] reviews QR. Again, you're going to have
[08:36:38] to have the the link plugged in as you
[08:36:40] see right here. You have to plug it in.
[08:36:42] But once you plug it in for Google,
[08:36:44] again, you put the exact link right
[08:36:46] here. So remember, it would be this link
[08:36:48] that we talked about. Remember the
[08:36:49] review link with the three different
[08:36:50] ways to get it. You'd put it in right
[08:36:52] there. Pick what you want it to look
[08:36:53] like. Pick the footer. Do you want to
[08:36:55] say? Do you want to get rid of the logo?
[08:36:56] Click next. And then play with the way
[08:36:58] you want it to look. Different colors,
[08:37:00] different dots, shape, and form. Do you
[08:37:02] want to be like this kind of QR code,
[08:37:04] that kind of QR code? Do you want the
[08:37:05] borders different? Do you want mark
[08:37:06] centers? Do you want a logo in page
[08:37:08] background and then you can download it
[08:37:09] and you're good to go. So that in a very
[08:37:11] short is how to build a QR code. I have
[08:37:13] other videos on it. I literally go over
[08:37:15] every single button. The reason I'm not
[08:37:16] going over that right now is because
[08:37:17] it's not the main thing in reputation
[08:37:19] management. But I do have videos if you
[08:37:21] are interested that on my channel. So
[08:37:22] please go check this out cuz it goes in
[08:37:24] depth on that. But I still showed you
[08:37:25] how to do it. If you are trying to get
[08:37:27] reviews from people via QR code,
[08:37:30] restaurants, put it on a door, you know,
[08:37:32] it can be very powerful. I did this with
[08:37:34] my agency way back in the day. It was
[08:37:36] really really powerful. But that is how
[08:37:38] the QR codes work inside of High
[08:37:39] Leveling Again. Great way to get extra
[08:37:41] reviews. Then we have spam reviews. So
[08:37:44] if people leave a spam review, so
[08:37:45] someone's like, "Hey, would you like to
[08:37:46] buy my Forex?" Or it's just some random
[08:37:48] person like, "You guys suck, but they
[08:37:50] never buy your services, which happens."
[08:37:51] You turn this on and what it's going to
[08:37:53] do is it's going to get rid of them.
[08:37:54] There is such thing as spam reviews, and
[08:37:56] I recommend you have this on because
[08:37:57] often competitors or random people turn
[08:37:59] this on and it just detects them. It
[08:38:01] marks them as spam. That's important to
[08:38:02] have this on because it will save you
[08:38:04] from that. So again, that's what spam
[08:38:05] reviews are. You just turn them on and
[08:38:07] then you click save and then you are
[08:38:08] done. Then move on to integrations.
[08:38:10] Really important part. Okay. So when we
[08:38:12] came right up here and we talked about
[08:38:13] review links, we went through adding
[08:38:14] those. Integrations is where you can add
[08:38:16] other platforms to run requests from to
[08:38:19] get reviews. So Google and Facebook
[08:38:21] aren't the only places you can get
[08:38:22] reviews. You can add Airbnb and Amazon's
[08:38:24] a big one for if you're doing ecom. You
[08:38:26] got app store. I mean so many. And I
[08:38:28] think you can even add more like right
[08:38:30] here through custom platform. But this
[08:38:31] just gives you Zilla. That's a big one
[08:38:33] too if you do real estate places to put
[08:38:34] reviews trust pilot where you can
[08:38:36] integrate these. You just click
[08:38:37] integrate. You follow the steps and it's
[08:38:39] going to bring your Airbnb account or
[08:38:41] whatever you're using into reputation
[08:38:44] management. Get your reviews link and
[08:38:45] then you can start collecting reviews
[08:38:46] for it. So if you're ecom and you're
[08:38:48] doing stuff on Amazon, very important to
[08:38:50] have that Airbnb, real estate, you know,
[08:38:52] whatever, important to have this on. So
[08:38:54] again, a lot of people like, I want more
[08:38:55] review links, come to integrations,
[08:38:57] click integrate, and follow the steps
[08:38:58] very simply. And that is how you're
[08:39:00] going to get the integrations properly
[08:39:02] in so you can collect reviews across all
[08:39:05] platforms. So again, I just want to make
[08:39:06] that very clear that that is how you
[08:39:08] would add other reviews from other
[08:39:09] sources in. So that's how you do it,
[08:39:11] guys. That is what all of these settings
[08:39:12] do. If you guys have questions, please,
[08:39:15] please, please drop them down below. I'm
[08:39:16] here to help. I know some of this stuff
[08:39:18] can get heavy. This is a very in-depth
[08:39:19] tutorial. So let me know so I can make
[08:39:21] sure you fully understand because once
[08:39:22] you understand reputation management,
[08:39:24] your AI agency so much faster. So now
[08:39:27] we'll move on to the last part which is
[08:39:28] Google business profile optimization.
[08:39:30] This is a new feature. Really cool.
[08:39:32] Really excited to share with you. It
[08:39:34] basically gives you optimizations. You
[08:39:36] can if you don't know what that is, it
[08:39:37] is this thing right here we've been
[08:39:39] talking about the entire time. So you
[08:39:40] would just integrate your Google
[08:39:42] business profile if you don't have it.
[08:39:43] But I'm going to go to a live account to
[08:39:44] show you what this looks like. You come
[08:39:45] right in here and it's going to show
[08:39:46] your exact score, the name, the
[08:39:48] description, everything checked. Oh, I
[08:39:50] can be adding chat widgets. So I got to
[08:39:51] go add that. It gives you basically
[08:39:53] optimizations you can make. This is
[08:39:54] really great just to know what you need.
[08:39:56] So again, it's going to be just
[08:39:58] analytics under GMBB. You can pick more
[08:40:00] of your business if you have it right
[08:40:01] over here. It'll show you, you know, the
[08:40:02] social profiles if you want to connect
[08:40:04] more. Really handy, easy way to do it.
[08:40:06] It'll then show you all of the reviews
[08:40:07] you have coming in. So very simple, easy
[08:40:10] way to see what's working, what's not,
[08:40:12] and it's just a simple way to see stuff.
[08:40:13] I mean, they make it look really cool.
[08:40:15] It shows you all this stuff, pulls it up
[08:40:16] right here, gives you the right
[08:40:18] feedback, and it's only going to get
[08:40:19] better. They're going to add more and
[08:40:20] more stuff in here. But this is a cool
[08:40:21] feature that they recently added that I
[08:40:23] really think a lot of you guys could
[08:40:25] benefit from just looking at this.
[08:40:26] You'll be like, "Oh my gosh, none of
[08:40:27] this stuff is correct." And a lot of
[08:40:28] people are missing basic stuff like they
[08:40:30] don't have the right categories. They
[08:40:31] don't have the right services. You would
[08:40:32] be shocked. I see it all the time. There
[08:40:34] are so many people that just don't have
[08:40:35] the right stuff. So please look at this
[08:40:37] is very important and it will help a
[08:40:39] lot. So last pro tip before you end the
[08:40:42] video because I got to give you
[08:40:43] everything. I got to give you the sauce.
[08:40:45] You know the high level wizard is here
[08:40:46] to always give you literally everything
[08:40:48] and that is Google business profile
[08:40:50] post. This is something I think a lot of
[08:40:51] people miss out on that is very
[08:40:52] powerful. So what is Google business
[08:40:54] profile post? If we come right here, it
[08:40:55] is these bad boys right here. And what
[08:40:57] this does is this is basically like
[08:40:59] activity on your social profile that
[08:41:01] helps boost your local SEO. Very
[08:41:03] important. It's good cuz they're being
[08:41:04] found in a whole lot of other stuff. And
[08:41:05] it's only going to get more important. A
[08:41:07] simple way to do this is you can come
[08:41:08] right into marketing, come into the
[08:41:10] social planner, click new post, and then
[08:41:12] select your GMBB right here. Put in your
[08:41:14] post. I have other videos on creating
[08:41:16] post. You have no idea. put in your
[08:41:17] post, come in here, put all this stuff
[08:41:19] in, and then schedule them. That way,
[08:41:21] you schedule out a month's worth of work
[08:41:23] right in here. So, all of your posts are
[08:41:24] done. I believe High Level's adding a
[08:41:25] feature where AI can do all this for
[08:41:27] you. But very important that you have
[08:41:28] these going on. So important. You can
[08:41:30] see I have them running all the time. I
[08:41:32] post a lot because it helps a lot.
[08:41:35] That's how you get your business profile
[08:41:37] ranked really high on Google. Again, I'm
[08:41:40] not saying it does everything. You still
[08:41:41] have to do other stuff, but it helps a
[08:41:43] lot. Okay? It helps a lot. But I think
[08:41:45] it's very important for really ranking
[08:41:46] on Google and just helping you out. So
[08:41:48] again, I think this is really important.
[08:41:50] I think this is something that you need
[08:41:51] to do and it's just a pro tip and Kylie
[08:41:52] makes these things so easy and I see so
[08:41:54] many people like my clients aren't
[08:41:55] getting where I want to be. It's like
[08:41:56] you just got to make a couple tweaks to
[08:41:58] help them out. So that's another little
[08:41:59] pro tip for reputation management/loia
[08:42:02] because we're kind of all one at this
[08:42:03] point and it helps you greatly. So the
[08:42:05] first thing you're going to do is come
[08:42:06] in high level and go right down to
[08:42:08] reporting and it'll bring you to a page
[08:42:10] that looks just like this. Then you're
[08:42:12] going to click new report. So right here
[08:42:14] you have three options. You have create
[08:42:16] from blank. These are coming soon, but
[08:42:18] this will just be a library of reports
[08:42:20] and this will just be cloning one you
[08:42:21] already have. Then down here, what it's
[08:42:23] going to do is it's going to allow you
[08:42:25] to create one off of the dashboard you
[08:42:27] have right now in your sub account and
[08:42:29] it's going to pull all that info. So
[08:42:31] that will be pre-made. So let me show
[08:42:34] you. If we come to select and we click
[08:42:35] this, okay, it's going to be completely
[08:42:37] blank and you're going to add in stuff
[08:42:39] which we're going to get into this in a
[08:42:40] second, but it's just going to be
[08:42:41] completely blank. If we do new report
[08:42:43] and we do from dashboard, it is going to
[08:42:45] take what's on the dashboard and bring
[08:42:48] it in here to the report. So I want to
[08:42:50] make this really clear. This report and
[08:42:52] all of the reports are the dashboard
[08:42:55] analytics. It just takes everything on
[08:42:57] the dashboard and brings it into a
[08:42:59] report and sends it to them whenever you
[08:43:01] want. This is all your data. If you
[08:43:02] didn't know in go high level, that's
[08:43:04] what the dashboard is. And you can
[08:43:05] actually edit this dashboard to only
[08:43:07] keep certain information, which we're
[08:43:08] going to get to just in a little bit,
[08:43:09] which is amazing because what a lot of
[08:43:11] people do is they have random stuff
[08:43:13] here. You may not be running Facebook
[08:43:14] ads. You may not be running Google ads.
[08:43:16] You don't need any of this. There's a
[08:43:17] lot of things you may not need in here
[08:43:19] that you can actually get rid of. And
[08:43:21] you can edit this and only have the
[08:43:23] right data, which I actually highly
[08:43:24] recommend you do. And I see very little
[08:43:26] people do this. And their clients don't
[08:43:28] know what they're doing. Like, what are
[08:43:30] you guys doing for me? Well, if you just
[08:43:32] keep the right data, it'll make them
[08:43:33] look like you're doing a lot more, which
[08:43:35] trust me, you want if you're doing a
[08:43:36] good job because remember, these people
[08:43:38] don't understand what you're doing for
[08:43:40] them. It just sounds like magic. Okay,
[08:43:41] so we're going to come down to reporting
[08:43:42] and what we're going to do is we're
[08:43:43] going to pull this dashboard in the new
[08:43:45] report. Okay, we're going to come right
[08:43:46] in. We're going to have the dashboard
[08:43:47] and we're going to click import. This is
[08:43:49] the easiest way to do this. You name it
[08:43:52] right there. This will be a date range
[08:43:53] of when you want to see reports. Did you
[08:43:55] just want to see it from Tuesday to
[08:43:56] Wednesday or for a whole month? You can
[08:43:58] click that right there. And then this is
[08:43:59] how to export immediately and get the
[08:44:01] file and then cancel or save it. So this
[08:44:03] is your report. This is what it looks
[08:44:05] like. And this can be sent to your
[08:44:06] client so they can see, wow, look at
[08:44:08] that. I get X, Y, and Z. And and you
[08:44:10] know, this looks like they're doing
[08:44:11] good. Now, why is this better than a
[08:44:13] simple, you know, look at your dashboard
[08:44:15] is a that's more work for them because
[08:44:17] they got to log in, do a lot of stuff,
[08:44:19] and b they don't really understand it.
[08:44:20] If you send them a custom report via
[08:44:22] email with only the data you want, it
[08:44:24] looks more professional. It's like boom,
[08:44:25] your weekly report of what Dean is doing
[08:44:28] for you on go high level. Way more
[08:44:30] professional, way better, and it shows
[08:44:32] the data you're doing. One of the
[08:44:33] biggest issues I see when it comes to
[08:44:36] people keeping their clients is data.
[08:44:38] They have no way of showing clients what
[08:44:41] they're doing. Remember, you understand
[08:44:43] marketing and sales and CRM and AI. Your
[08:44:45] clients most likely have no clue what it
[08:44:47] is. They don't get it. So, with data and
[08:44:49] with numbers, you can show them this is
[08:44:51] what we're doing and this is how it
[08:44:52] works. If you do this well, will keep
[08:44:54] your clients paying you longer.
[08:44:56] Guaranteed. You just have to understand
[08:44:57] this because data is one of the big
[08:44:59] things that scares people away because
[08:45:00] you don't have it. So, the first big
[08:45:02] thing is adding elements and widgets to
[08:45:04] your report. So, right in here, just let
[08:45:06] you know, you can delete any of this.
[08:45:08] And what we can do is we can move things
[08:45:09] over and we can edit the way your report
[08:45:11] look. So, we want to have this up here.
[08:45:13] You just drag and drop. Okay? Just the
[08:45:15] way you want it. Just like that. And you
[08:45:16] can edit it very simply, very easily.
[08:45:19] Cleans three dots. You can delete little
[08:45:20] parts of it. You can delete the whole
[08:45:22] thing. It's really, really neat. And you
[08:45:24] can also add a bunch of stuff in. So the
[08:45:26] first thing I want to show you is you
[08:45:27] have all of these data points. So you
[08:45:29] have every single data point on contacts
[08:45:31] available. Every single data point on
[08:45:32] appointments available, opportunities,
[08:45:34] visitor data, emails, calls,
[08:45:35] conversions, payments. You basically
[08:45:36] have all of the data points you could
[08:45:38] possibly want. And you can just click
[08:45:39] in, find the one you want, click it,
[08:45:42] okay, configure it the way you want, and
[08:45:43] then click save. And what it's going to
[08:45:44] do is it's going to pop up right in
[08:45:46] here. And then you can drag and drop and
[08:45:48] play with it where you want. So, I just
[08:45:49] want to make sure you understand that
[08:45:50] you have all of the possible data points
[08:45:53] you could want. Everything from calls to
[08:45:55] emails opened to emails sent to payments
[08:45:57] received. You can configure this any
[08:45:58] which way you want. You just log over
[08:46:00] here. You click this right here. Then
[08:46:01] you click this, click save, and it will
[08:46:03] bring it in just like I did here. So,
[08:46:05] step number one is just getting the data
[08:46:07] you want onto the report. Step number
[08:46:10] two now is how we want the data to look
[08:46:12] on the report, which is really, really
[08:46:14] cool. So, we're going to come up here.
[08:46:15] We're going to click contacts. We're
[08:46:16] going to click contact. We're going to
[08:46:17] click save. Okay. Okay, we're going to
[08:46:18] come right down here and now we can edit
[08:46:20] this in multiple which ways. So we can
[08:46:22] click a donut save. Boom. It is now
[08:46:25] looks like that. We then could go now
[08:46:26] let's do it align. We click save. Look
[08:46:28] at that. It's now a line. We can do a
[08:46:30] bar. Let's do a bar. Change this guys.
[08:46:32] This is going to make your basic report
[08:46:35] look so much cleaner cuz what a lot of
[08:46:37] people do is they just keep it as is. A
[08:46:39] lot of people are visual. It looks way
[08:46:41] cooler if you're making a lot of money
[08:46:42] and has bars and crafts. It just looks
[08:46:44] cooler. They can visually see it. Just
[08:46:46] having words doesn't cut it. So you can
[08:46:48] edit it even more like that. Then you
[08:46:50] can add any sort of conditions or themes
[08:46:53] which is different colors, different
[08:46:55] kind of layouts, simple like that. So
[08:46:57] that's pretty cool. That gives you a lot
[08:46:59] of flexibility. So again, step number
[08:47:01] one is coming right in here, clicking
[08:47:03] edit widget, and picking exactly what
[08:47:06] data you want to show on your report and
[08:47:09] deleting what data you don't want on
[08:47:12] your report. Then your next step is to
[08:47:15] edit and customize the data you have on
[08:47:18] the page, making it look a certain way.
[08:47:20] And again, you can add elements in here.
[08:47:22] If you want to add any stuff with images
[08:47:24] and titles, you just literally click
[08:47:26] this, plug in the image you want via
[08:47:28] this, and then click save. Very simple,
[08:47:30] just like all of their builders, code,
[08:47:32] text, simple stuff like that. And then
[08:47:33] themes, we already went over that. It's
[08:47:34] just picking the way you want this thing
[08:47:36] to look. Quick thing I want to show you
[08:47:38] is that you can do this same editing on
[08:47:40] the dashboard. So, if we go back and we
[08:47:43] come back up to dashboard, you have the
[08:47:45] same ability to edit the dashboard.
[08:47:47] Again, the reports are the dashboard.
[08:47:50] It's just pulling that. So, you can come
[08:47:51] right in here and you can click edit
[08:47:52] dashboard and you can actually configure
[08:47:54] the dashboard the way you want. So, we
[08:47:56] don't want this. You delete all of them.
[08:47:58] You can literally do all the whole drag
[08:47:59] and drop thing whatever way you want.
[08:48:01] And you can then edit this as much as
[08:48:03] you want. You can even add widgets. The
[08:48:06] same thing we just went over. Remember
[08:48:08] what we just went over? data, how it
[08:48:10] looks, elements, themes. You can do that
[08:48:12] exact same thing on your dashboard. And
[08:48:15] what I recommend you do if you're going
[08:48:16] to be doing this in a niche, plumber,
[08:48:18] HVAC, electrician, whatever, I recommend
[08:48:19] you create the coolest kind of report
[08:48:22] for that kind of client and have that in
[08:48:24] a snapshot along with all your other
[08:48:25] stuff. So every time you bring this
[08:48:26] over, you now have the perfect
[08:48:28] reporting. I'm telling you guys, this is
[08:48:30] way more powerful and important than you
[08:48:32] think. Like reporting is a art, okay?
[08:48:35] And if you do it right, people are blown
[08:48:37] away because they're like, "Oh my gosh,
[08:48:38] we got that many clicks. I love it.
[08:48:39] Let's do more." A lot of you guys aren't
[08:48:40] doing this at all. And your clients
[08:48:41] aren't edified or motivated by the
[08:48:43] process at all. Seeing is believing. And
[08:48:45] this helps keep your clients longer. So
[08:48:47] again, just to reiterate, you can do the
[08:48:49] same kind of editing on the dashboard
[08:48:50] because the dashboard is where you pull
[08:48:53] the custom reports from and they get
[08:48:54] sent to every single month. So
[08:48:56] basically, all you got to do is edit the
[08:48:58] report the way you want it. And then you
[08:48:59] can come in here and do page properties.
[08:49:00] This just takes a couple different
[08:49:02] things out. As you see, it removes
[08:49:03] dividers, titles, like up here. It can
[08:49:06] remove this stuff. But you can add a
[08:49:07] logo in to basically be on top of
[08:49:09] everything. So, if we want Declan's
[08:49:10] face, it then will be on all the pages.
[08:49:13] Very cool. You can just edit it a little
[08:49:14] more like that. And this is right under
[08:49:16] page properties. It just gives you a
[08:49:17] little more functionality to edit it.
[08:49:19] You obviously wouldn't want it red. That
[08:49:21] looks really dumb, but you pick exactly
[08:49:23] how you want to look. And page
[08:49:24] properties just gives you that little
[08:49:25] bit more of editing. And then right over
[08:49:27] here, we basically can name each page,
[08:49:29] which is actually really good. So if we
[08:49:31] come right here, we could do sales and
[08:49:33] it would be a sales page. When they open
[08:49:34] up, they go, "Oh, this is the sales
[08:49:36] page." Which I think is really
[08:49:38] important. Don't leave it untitled page.
[08:49:39] You want to name each page if especially
[08:49:40] if you have big reports. That way it
[08:49:42] looks good. And again, to do this, you
[08:49:43] would just click page list right here.
[08:49:45] And then you access it like this. You
[08:49:46] just click these three dots and you can
[08:49:47] either delete or rename. Last but not
[08:49:49] least, we manage permissions. This is
[08:49:51] just who gets access to the port. Do you
[08:49:53] only want a user to see it? Do you want
[08:49:54] everyone to see it? You can pick who you
[08:49:55] want access to. And again, you just
[08:49:58] designate how you want that to go down.
[08:50:00] But that's it. Once you have your report
[08:50:02] configured the way you want it and
[08:50:04] you're like, I like this. It looks good.
[08:50:06] Remember, it'll stay this way. You then
[08:50:08] come up here and click send or schedule.
[08:50:10] This is the final part in this process.
[08:50:13] Is how frequently do you want this to
[08:50:15] show up. Do you want this daily? Do you
[08:50:17] want this monthly? Do you want this
[08:50:18] weekly? You pick. I would recommend
[08:50:20] weekly or monthly. Doing it every day is
[08:50:22] like it's a bit much unless you're
[08:50:24] dealing with high volume business. We'll
[08:50:25] just pick weekly. And this is going to
[08:50:26] be when it gets automatically sent. Cuz
[08:50:28] guys, when we set this up, it's
[08:50:29] automatic. It's hands off. It just sends
[08:50:31] them the reports. So, we'll do Monday at
[08:50:32] 10 a.m. That's perfect. Date range, last
[08:50:34] 7 days. This is how much you want the
[08:50:35] report to be in. We'll just leave it at
[08:50:37] that. Make sure you have your proper
[08:50:38] email in. You want to put your subject
[08:50:40] line in. This is really important. Be,
[08:50:41] you know, business name. So, put in
[08:50:43] their business name. And then do weekly
[08:50:46] report or stats, something like that.
[08:50:48] That's really, really important. You
[08:50:49] pick the exact recipients you want.
[08:50:51] Okay. So, what we're going to do is
[08:50:52] we're going to pick this right here. And
[08:50:55] then you're going to pick a message if
[08:50:56] you want to add it in. But what I
[08:50:57] recommend you do first before you
[08:50:59] schedule this is send this to somebody
[08:51:02] so you can test this. It's very, very
[08:51:04] important. We're going to send this
[08:51:05] right now. We're going to send a test
[08:51:06] email. That way you've sent a test and
[08:51:08] you can just proof and make sure it
[08:51:10] looks good. Once everything looks good
[08:51:11] and your report is done, you're going to
[08:51:12] click save and schedule. And what this
[08:51:14] is going to do is it's just going to
[08:51:16] schedule this and it'll be forever taken
[08:51:18] care of and hands off. And this is what
[08:51:20] it's going to look like when you are
[08:51:22] done with this. It's going to look just
[08:51:24] like this. It's going to say weekly.
[08:51:25] It'll have that green bubble and then
[08:51:27] you're done. And if you want to edit it
[08:51:28] further, you could come in here, you
[08:51:30] click manage permissions, duplicate it
[08:51:31] to another account. So you could send
[08:51:32] this to another sub account if you have
[08:51:34] this, you know, looking real good and
[08:51:35] the way you want it. Or you just click
[08:51:36] delete and it's done. It's as simple as
[08:51:38] that. So guys, it's super easy to get
[08:51:41] custom reports. I just walked you
[08:51:42] through. You can do it in 5 to 10
[08:51:43] minutes. You can make them look amazing
[08:51:44] and it'll be automated. you don't have
[08:51:46] to do anything that you show your
[08:51:48] clients logically with data what you are
[08:51:51] doing because a lot of the time you sell
[08:51:53] them they're really excited they're
[08:51:54] happy but then they have no clue what
[08:51:56] you're doing and they think it's some
[08:51:57] sort of magic spell when it's not so
[08:51:59] please make sure you have custom reports
[08:52:02] set up it will help you so much so I
[08:52:05] believe that the app marketplace on high
[08:52:08] level is going to be for a lot of people
[08:52:10] their biggest income stream in 2026 and
[08:52:13] beyond I'm telling you I see huge
[08:52:15] potential list and High Level is pushing
[08:52:17] it very far. So, in this video, what I'm
[08:52:19] going to show you is I'm going to
[08:52:19] explain to you what is this marketplace,
[08:52:21] okay? What can you sell on it, how to
[08:52:24] get on it, how to create an account, and
[08:52:25] then how to list your hard work so you
[08:52:27] can potentially make that recurring
[08:52:29] income without ever having to make a
[08:52:31] sales pitch. So, I'm going to be walking
[08:52:32] you through everything, but first off,
[08:52:34] we definitely have to go through what
[08:52:35] this is. So, you've probably seen this
[08:52:37] right here on agency view, the app
[08:52:39] marketplace. Also, if we come to sub
[08:52:41] account view, you'll also see the app
[08:52:43] marketplace. So what a lot of people
[08:52:45] think this is, okay, is a place where
[08:52:47] you just get third-party apps and plug
[08:52:50] them in high level. That is what it used
[08:52:52] to be a couple years ago. It has changed
[08:52:55] drastically and you don't just have to
[08:52:56] be a developer to get on here now.
[08:52:58] Anyone can do this. Anyone can create an
[08:53:00] account for free. It's changed a lot.
[08:53:02] And you can list so much more than just
[08:53:05] apps. So again, remember this isn't just
[08:53:07] for apps. This is a bunch of different
[08:53:10] stuff in high level. You might be
[08:53:12] asking, well, what can I resell in high
[08:53:14] level? Because you've probably done a
[08:53:15] lot of work who watching this video
[08:53:16] right now and you're like, well, how can
[08:53:17] I make that passive income off the
[08:53:19] things I already said? Well, let me
[08:53:20] break down all the stuff you can sell as
[08:53:22] of the making of this video on the map
[08:53:24] marketplace. So, as you see here, it's
[08:53:26] not just apps, it's so many other things
[08:53:29] on high levels. First off, you can sell
[08:53:31] your conversation AI, which is AI chat
[08:53:33] bots inside of high level that you've
[08:53:34] built. You can then sell customJS, which
[08:53:37] is just custom code that'll add extra
[08:53:39] features inside of high level. You then
[08:53:40] can sell custom pages which is an added
[08:53:42] page on your dashboard or inside of high
[08:53:44] level. You can sell conversation
[08:53:46] providers which is stuff like WhatsApp,
[08:53:48] Telegram, all kinds of other things you
[08:53:50] can add in. You can actually sell
[08:53:52] payment providers. This one's a big one
[08:53:54] which is like alternatives to Stripe and
[08:53:56] Square where you can basically get
[08:53:58] people's cost downs. You can list that.
[08:53:59] You can then sell voice AI which is the
[08:54:01] AI agents to talk to on the phone. You
[08:54:03] then can sell web widgets, okay, which
[08:54:05] are like little chat bots on someone's
[08:54:07] website, which could be a voice AI
[08:54:08] chatbot and whatnot. You then can sell
[08:54:10] workflows. So your automations that
[08:54:12] you've built, you can make money off
[08:54:14] that passively. And then you can sell
[08:54:15] your snapshots, which a ton of people
[08:54:17] build these all the time. And it's like
[08:54:18] you might as well get extra for your
[08:54:20] hard work. So they're going to be adding
[08:54:22] to this list, no doubt. But this is a
[08:54:24] lot of stuff. And guys, anyone can sell
[08:54:26] this stuff. This isn't like you have to
[08:54:27] be some developer with a special pass.
[08:54:29] Like you can create an account in
[08:54:30] literally like three minutes, which I'm
[08:54:31] going to show you in a sec how to do.
[08:54:33] And and and you can get that extra
[08:54:35] money. And guys, this is the point I
[08:54:36] want to make really clear before we move
[08:54:37] on to the next step is that with this
[08:54:39] kind of stuff, you've already built this
[08:54:42] stuff. Okay, this isn't like, oh, you're
[08:54:44] going to go back and start doing this.
[08:54:45] Like, most of you guys have a lot of
[08:54:46] this, especially snapshots and
[08:54:47] workflows. Why not list it on the
[08:54:50] marketplace and potentially get passive
[08:54:52] income? Why not? You definitely should.
[08:54:55] And the crazy part about this, okay, is
[08:54:57] this isn't just something highle put out
[08:54:59] there and it's like, okay, here, you
[08:55:00] know, make some passive income. They've
[08:55:02] actually been giving awards out for
[08:55:04] people with the best AI agents and other
[08:55:06] stuff at the summit. I mean, I pulled
[08:55:08] this up. This was in the group. This
[08:55:09] guy, I don't even know who this is. This
[08:55:11] is not my picture. This is all on High
[08:55:12] Level's Facebook group. This guy got 13
[08:55:14] grand for a real estate AI agent. 13
[08:55:17] grand. Connect to High Level in the
[08:55:18] Marketplace. Like, this is the kind of
[08:55:20] stuff that they're doing because they
[08:55:22] see potential in this. And there was a
[08:55:24] lot of other winners of this program,
[08:55:25] too. So, it's like, you guys already
[08:55:27] have this stuff, especially snapshots.
[08:55:28] Put it on the marketplace and
[08:55:30] potentially make money. I mean, you
[08:55:31] could sell one of these for 500 bucks.
[08:55:32] You get one sale a month. Dude, that's
[08:55:34] golden. And I know people, okay? And a
[08:55:36] lot of them that have done stuff like
[08:55:38] this, whether it be, you know, on their
[08:55:40] YouTube channel, whether they list on
[08:55:41] the marketplace, and they make actual
[08:55:43] passive income. You build it once and it
[08:55:45] sells multiple times. So, again, you've
[08:55:46] already done the hard work. You might as
[08:55:48] well monetize your hard work. So, you're
[08:55:50] probably now wondering, well, this is
[08:55:51] awesome, Declan the Almighty Wizard. How
[08:55:54] do we make money off this? How do I get
[08:55:55] set up right now? Well, I'm going to
[08:55:56] show you right now. You're going to come
[08:55:58] to marketplace.gohighlevel.com/signup.
[08:56:03] Okay, it's right there on the screen.
[08:56:05] That's the URL you're going to go to and
[08:56:07] you'll be brought to a page like this.
[08:56:09] You then need to fill out your first
[08:56:10] name, last name, put in your company,
[08:56:12] click the company size, ro title, put in
[08:56:14] your phone number, and verified. It'll
[08:56:16] send you a code, email, then password,
[08:56:17] then agree to this, then get started.
[08:56:19] What's going to happen though is before
[08:56:21] it's going to basically allow you to get
[08:56:22] in, you have to verify your email also.
[08:56:24] A lot of people are like, it's just
[08:56:26] frozen. It's not. you have to verify
[08:56:28] your email. So, go through and do this.
[08:56:29] I already have an account, so I'm not
[08:56:30] going to do this, but pause the video if
[08:56:31] you have to fill this out right now. Get
[08:56:33] started and then we're going to go back
[08:56:34] in and get building. Okay, so you got to
[08:56:37] log in and it should look something like
[08:56:39] this. Okay, so this is what your
[08:56:40] dashboard should look like. You have the
[08:56:42] app dashboard, the testing, see your
[08:56:44] applications, my apps, which is
[08:56:45] everything you have done and built,
[08:56:47] product updates, notifications, asking
[08:56:49] questions, and then your profile here.
[08:56:51] So, it's a very simple dashboard,
[08:56:52] nothing complicated. But what I want to
[08:56:54] do now is I want to walk you through
[08:56:55] setting up your app on the marketplace.
[08:56:57] And no, when I say app, I mean any of
[08:56:59] those options I listed before, not an
[08:57:01] actual app. They just call it app, but
[08:57:03] it could be a voice widget, a snapshot,
[08:57:05] whatever. So now it's time to build our
[08:57:08] app. Okay, so we're going to come right
[08:57:09] in here, app dashboard, and we're going
[08:57:10] to click create app. So the first thing
[08:57:12] we're going to do is you're going to put
[08:57:13] in the application name. So what I'm
[08:57:14] going to do for the sake of this video
[08:57:15] is set up an AI voice agent in the
[08:57:17] marketplace. I'm not going to be setting
[08:57:19] up a snapshot or an automation, but it's
[08:57:22] all very similar. So, you'll see what
[08:57:24] I'm saying here in a sec, but I'm just
[08:57:25] going to be for the sake of the video
[08:57:26] settings. So, we're going to do AI voice
[08:57:29] agent and we're going to do HVAC. Then,
[08:57:32] you're going to want the app type to be
[08:57:34] private or public. Okay, we're going to
[08:57:35] do public. Um, you have who to target
[08:57:37] use the app. We're going to do sub
[08:57:38] account. It's much better. Pick it. Who
[08:57:40] can install the app? You want to have
[08:57:41] everyone because agency only is only
[08:57:43] going to be for agency admins as opposed
[08:57:44] to it being in the sub account level.
[08:57:46] Listing type, white label. it's simpler.
[08:57:48] Um, you can also do the standard
[08:57:49] non-white label. So, now we're going to
[08:57:51] click create app. So, the first basic
[08:57:54] wave of info has been done. So, now we
[08:57:56] have to come in and we have to fill out
[08:57:58] all this other details to get it listed.
[08:58:00] So, first the name's already put in.
[08:58:01] You're going to need an app logo. So,
[08:58:03] make sure you follow these guidelines
[08:58:05] and upload your app logo. Okay. So, I
[08:58:08] put mine in just like that. Again, you
[08:58:09] put whatever logo uh you want. For the
[08:58:11] sake of the video, we're doing that.
[08:58:12] We're then going to come in here. We're
[08:58:13] going to click category. We're going to
[08:58:14] do it's under marketing. Let's see.
[08:58:19] We're going to do lead generation. It
[08:58:21] could be live chat, too. We'll do both.
[08:58:22] So, you're going to put in your
[08:58:23] categories. Again, this is how it's
[08:58:24] going to get list in the marketplace.
[08:58:25] You're then going to put in your
[08:58:26] tagline. So, this is what I have put in
[08:58:28] for mine, but you're going to have to
[08:58:30] put in whatever your tagline is. And
[08:58:32] then you got to click a business niche.
[08:58:33] So, because this is an HVAC
[08:58:36] bot, we're going to find HVAC. I do not
[08:58:39] see it. So, that would be under home
[08:58:41] services. Then you're going to put your
[08:58:43] company name in. Then we're just going
[08:58:45] to put Wizard AI agent. Okay, that's
[08:58:49] just what you're you put your company
[08:58:51] name right in there. Then you're going
[08:58:52] to put your website in. This is not
[08:58:54] required, but I recommend you do it
[08:58:55] because it's a free backlink. Why not?
[08:58:57] So, you just put your website in just
[08:59:00] like that. And then you're good to go.
[08:59:01] So, make sure you go through and you
[08:59:03] make sure all this info has been filled
[08:59:04] out and it looks right. Then what we're
[08:59:06] going to do is we're going to click
[08:59:07] save. Then once we have this first part
[08:59:10] saved, we're then going to go to listing
[08:59:11] configuration, but this has already been
[08:59:13] done so we don't have to go through it.
[08:59:14] Then we're going to go to app profile.
[08:59:16] So this is really important. Okay, first
[08:59:18] thing you have to put in an app
[08:59:19] description, guys. Again, remember this
[08:59:22] is going on a marketplace with a bunch
[08:59:23] of other stuff. So you want to fill this
[08:59:25] out properly so when people click on
[08:59:27] your snapshot, website, app, whatever
[08:59:29] you did, they can see exactly what this
[08:59:32] is about. That's the whole point. So you
[08:59:34] want to be as in-depth as possible. So
[08:59:35] now you're going to sit and you're going
[08:59:36] to put in your app description. So this
[08:59:39] is what I've put in if you want to see.
[08:59:41] It's got a bunch of stuff. You don't
[08:59:42] have to go that in depth, but I like to
[08:59:44] be very thorough with it. So this is
[08:59:45] what I have put in. Now what you're
[08:59:46] going to need is you're going to need
[08:59:48] preview images for your application. So
[08:59:50] we got to upload some of these so they
[08:59:52] can kind of see what this is about. So
[08:59:54] you want to pause it and upload. And
[08:59:55] again, these are the exact dimensions
[08:59:57] they ask for. So then you upload your
[08:59:59] exact image. And then right here, what's
[09:00:01] really important is if you have a
[09:00:03] preview, okay, where you like go over
[09:00:04] like almost a mini demo, put the YouTube
[09:00:06] URL in here so people can watch and
[09:00:08] learn. Really important to do if you are
[09:00:11] trying to actually sell this and you
[09:00:12] want something a little more intuitive
[09:00:13] because I've seen stuff out there where
[09:00:15] it's like, hey, just use this thing and
[09:00:17] then there's no info on it and it's
[09:00:18] like, what even are you selling? Okay,
[09:00:20] so I saved it, but there's a couple key
[09:00:22] details that we left out. Okay, so we
[09:00:24] got to get rid of all GHL references.
[09:00:28] Okay, I did not know that, but we will
[09:00:30] do that. Um, let's see if it doesn't
[09:00:33] know. So, it's Jeep and GHL's got to go.
[09:00:37] Okay, so that's good. Now, we have to
[09:00:38] add more images. So, we need three
[09:00:41] images to upload. Just like you saw
[09:00:42] before, make sure there isn't a
[09:00:44] reference to high level. Again, a lot of
[09:00:45] has to do with trademark, right? So, not
[09:00:47] even GHL you can't put in there. And
[09:00:48] then you have three images to put in at
[09:00:51] the minimum so they can see, you know,
[09:00:53] previews of your. So, we're going to
[09:00:54] make sure we click save. We're then
[09:00:56] going to go to support details. So, the
[09:00:58] only ones you have to fill out here is a
[09:00:59] support email and a phone number, but I
[09:01:02] would honestly recommend you fill out
[09:01:03] all these. Again, you do not have to if
[09:01:05] you're in a rush, but let's go through
[09:01:06] and fill out all of these. So, I'm going
[09:01:08] to put in our support email. We're then
[09:01:10] going to put in our documentation URL.
[09:01:13] Okay, perfect. By the way, this is all
[09:01:14] fictitious. Then, we're going to put in
[09:01:16] our support website URL. We're going to
[09:01:18] paste that right in like that. And then
[09:01:20] support phone number. You have to have
[09:01:21] one of these. Again, it has a little
[09:01:22] star, so you're going to have to do it.
[09:01:23] So, we're going to put that in. So,
[09:01:25] we'll paste that just like that. Then,
[09:01:26] we're going to put the terms and
[09:01:27] conditions and the privacy policy.
[09:01:29] Again, these things aren't starred.
[09:01:30] These are the only two you have to put
[09:01:31] in, but we're going to fill this in
[09:01:32] anyway because we have to. And as you
[09:01:34] guys are seeing, this is not complicated
[09:01:36] stuff. Like, anyone can set this up.
[09:01:38] Like, it's not like we're going through
[09:01:39] and all this complicated API stuff. It's
[09:01:41] pretty simple. So, then we're going to
[09:01:43] paste just like that. Then, we're going
[09:01:44] to put in the privacy policy URL. We're
[09:01:47] going to paste that right in there. And
[09:01:48] then what you do, everything looks good.
[09:01:50] We have everything filled out. We're
[09:01:51] then going to click save just like that.
[09:01:54] then getting started guide. So this can
[09:01:56] help very very much where you can put a
[09:01:59] URL in which could be like a funnel or
[09:02:01] any page on high level that goes through
[09:02:02] like an entire setup sequence. Okay,
[09:02:04] have a video embedded. I recommend you
[09:02:06] do this. Now if you're just trying to
[09:02:07] get an app out quickly, don't do this.
[09:02:09] But if you are, I recommend you go in
[09:02:11] and you properly put some sort of page
[09:02:14] in there because again, people get lost.
[09:02:17] We all do. Even I do. It's very good to
[09:02:19] have as much support as possible.
[09:02:22] There's nothing worse than getting on
[09:02:23] something and there's no data on it. I
[09:02:24] mean, it's not like people are going to
[09:02:25] have, you know, your app on uh YouTube
[09:02:27] because it's your app. So, it's like you
[09:02:29] got to have the support. So, this is the
[09:02:30] kind of stuff that's going to help it
[09:02:32] sell and whatnot. So, then we move on to
[09:02:33] pricing. Very, very important. Okay. So,
[09:02:36] we have three different options. Free,
[09:02:37] which is what it sounds like. Free,
[09:02:39] premium, okay, which is like it's free,
[09:02:41] and then there's upsells later. And then
[09:02:43] paid, which is just straight up you just
[09:02:46] pay for it. So, you can either pick free
[09:02:48] or premium. And from there, you come in
[09:02:50] and you click add plan if you want to
[09:02:51] put in that upsell or what they charge
[09:02:53] later. But for paid, okay, we're going
[09:02:55] to click confirm. And what it's going to
[09:02:56] do is going to turn it into a paid
[09:02:59] application, snapshot, voice agent,
[09:03:01] whatever. And you can use within High
[09:03:03] Level's platform, which is Stripe and
[09:03:04] the stuff. It's all just connected. Or
[09:03:05] you could use an external payment page,
[09:03:07] which you'd link right here, which would
[09:03:08] be a place where they can go to get to
[09:03:10] the app. I recommend doing this. It's
[09:03:11] much easier. And then you can add in
[09:03:12] your pricing plan. So you have one time,
[09:03:14] monthly, yearly, and you literally just
[09:03:16] put in 2500. We'll just put that for
[09:03:19] that's a lot. And we'll just do AI
[09:03:22] agents HVAC. Again, you're just filling
[09:03:24] in. It's very obvious. It's not
[09:03:26] complicated. And then you can add
[09:03:27] anything with said feature. And then
[09:03:29] from there, you save. And you now have
[09:03:31] that payment plan. Now, here's the thing
[09:03:33] in your account because it's connected
[09:03:34] high level. It'll be using your Stripe.
[09:03:36] And then right here, really important.
[09:03:37] Do you want to provide a free trial for
[09:03:39] your app? Yes, you want a free trial or
[09:03:40] no, you don't. That's up to you. Again,
[09:03:42] if you're an AI agent, you may want a
[09:03:43] free trial, but that is up to you and
[09:03:45] your discretion. So, that's really all
[09:03:46] you got to do. And then you click save.
[09:03:48] And then it'll say update successfully.
[09:03:50] You're good to go. Now, this is the
[09:03:52] really important part. This is where
[09:03:54] we're going to pick exactly what you do.
[09:03:56] So, you saw earlier in the video, these
[09:03:57] are all your options of what you want to
[09:03:58] sell on high level. For us, we're going
[09:04:00] to be using the voice AI agent. That's
[09:04:03] what we're going to be selling. So,
[09:04:04] we're going to click voice AI. And guys,
[09:04:05] just let you know, they're all so
[09:04:06] similar. So, once you learn one, you
[09:04:08] kind of learn more. So, we're going to
[09:04:09] toggle this on. Okay. And then what
[09:04:11] we're going to do is we're going to come
[09:04:12] back to high level. We're going to come
[09:04:14] to AI agents. We're going to come to
[09:04:16] voice AI. We're going to click agent
[09:04:17] list and we're going to go right here
[09:04:20] and we're going to click copy URL for
[09:04:21] marketplace. It's copied. We come back
[09:04:25] and we paste said template. Then we
[09:04:27] click submit. And boom. It took Rebecca.
[09:04:31] That [laughter] is not Rebecca, but we
[09:04:33] can switch that if you want. Right
[09:04:34] there, you just click X and add
[09:04:35] something in like that. And then the use
[09:04:37] case, what we do is we're just going to
[09:04:38] do lead qualification. And then again,
[09:04:40] you can put an agent description if you
[09:04:42] want. But that's how we get the AI agent
[09:04:44] in there. We come right in and we put
[09:04:45] in. So come to conversation AI. Okay, we
[09:04:48] come to Mary. Same thing. You'll see it.
[09:04:50] And with any other thing that's listed
[09:04:52] on here, you very simply go in and you
[09:04:54] just pull it and plug it in. It's just
[09:04:56] like I showed you. It's very simple.
[09:04:57] High level makes it very easy. So that's
[09:04:59] it. So now we're like, okay, good. We
[09:05:01] have our AI voice agent plugged in. We
[09:05:03] then click save. So from there, we are
[09:05:07] now plugged in and good to go. Now, you
[09:05:08] have a couple extra stuff down here like
[09:05:10] stuff with web hooks and extra things
[09:05:12] you can add. But then you also have like
[09:05:13] the reviews of it, your earnings, how
[09:05:15] much you're making or review history.
[09:05:16] And this is all for um basically the app
[09:05:19] you just created, but you just created
[09:05:20] so it's not going to be there. So then
[09:05:21] we're going to go to the app dashboard
[09:05:22] and you're going to see right here that
[09:05:24] your AI agent is ready to go. It's in
[09:05:26] here. It is now part of you. But you'll
[09:05:28] see that it's draft versus these that
[09:05:30] are live. But it's because these are
[09:05:31] private, which means they go through
[09:05:32] automatically. These are public. So, if
[09:05:34] we were to come back to my apps, okay, I
[09:05:36] just want to show you this really quick.
[09:05:37] And we come to edit and we were to come
[09:05:40] to where was it? It should be in here.
[09:05:44] We do private. Watch this. We save this
[09:05:46] and then we come to my apps. You'll see
[09:05:49] it's live because it doesn't need to be
[09:05:51] submitted for review. But if you want it
[09:05:53] public on the marketplace, okay, that's
[09:05:55] coming in right here and being able to
[09:05:58] find said AI agent on said marketplace.
[09:06:00] It has to get approved. Hey, which isn't
[09:06:02] hard to do, but we're going to come back
[09:06:04] here and what we're going to do is we're
[09:06:05] going to click edit. We're going to do
[09:06:07] public and we're going to click save.
[09:06:09] But then what we need to do is we need
[09:06:10] to click this right here to submit for
[09:06:12] review. So you're going to come right in
[09:06:13] here. You can read this says marketplace
[09:06:15] apps are manually viewed by GoHighles
[09:06:17] Marketplace team and initial review will
[09:06:18] be done within 10 business days. If any
[09:06:21] information provided is incorrect and
[09:06:22] complete, we'll contact you with
[09:06:24] feedback. Any app, you know, changes
[09:06:25] blah blah blah blah blah. Simple like
[09:06:27] that. Not super complicated. You can
[09:06:28] read it. But from there, we're going to
[09:06:30] next. Then you're going to put in a
[09:06:31] demonstration video and then you're
[09:06:33] gonna basically share a video that goes
[09:06:34] over how data and usage in the app. And
[09:06:36] then basically what you're going to do
[09:06:37] is you're going to share test
[09:06:38] credentials and then any other details
[09:06:40] that help the team kind of understand it
[09:06:42] because again they don't want you like
[09:06:43] out here scamming people. But then you
[09:06:45] click submit for review and then your
[09:06:47] app will basically be put into said
[09:06:49] marketplace once it gets approved.
[09:06:51] Should be either email notification and
[09:06:52] then you're good to go. So that's
[09:06:54] essentially how you do it. It's very
[09:06:55] simple. It's very easy. And what I want
[09:06:57] to kind of impart on you now, a lot of
[09:06:59] you guys have a ton of snapshots. A lot
[09:07:01] of you guys have AI agents. You have all
[09:07:03] this. I recommend you get on and you
[09:07:05] start putting I mean, you can see right
[09:07:06] here, these are some random AI agents
[09:07:08] people created. And you can see right up
[09:07:09] here, these are the amount of minutes
[09:07:11] that's been used. Like that's a decent
[09:07:13] amount. Like these are people plugging
[09:07:15] in stuff and people are using these.
[09:07:17] Like they got reviews. Like this is only
[09:07:19] going to get like for you guys that are
[09:07:21] shy and hate selling and are like,
[09:07:23] "Yeah, I don't want to do that. I don't
[09:07:24] want to sell to regular agency services.
[09:07:26] This is what you need to be doing. Like
[09:07:28] there's so many different ways to make
[09:07:30] money in high level. And with this kind
[09:07:32] of stuff, it's like so easy. Now again,
[09:07:35] don't expect to just put it out there
[09:07:37] and immediately get rich. That's not the
[09:07:39] way this works. You have to make sure
[09:07:40] it's optimized. You have to put volume
[09:07:42] into it and you have to do stuff. But if
[09:07:44] you do this for a longer time and you
[09:07:45] actually get onto the marketplace and
[09:07:47] you start getting reviews, you know,
[09:07:48] other people leave you reviews, your
[09:07:50] stuff's going to get pushed to the top
[09:07:51] and it's just going to do a lot more. So
[09:07:54] again guys, I really think that this is
[09:07:56] a game changer. I think this is going to
[09:07:59] be the future for shy people and just
[09:08:01] really all of your hard work like
[09:08:04] snapshots, AI agents, all this stuff you
[09:08:05] built, like this is a great place to put
[09:08:07] it. So again, like make sure you do this
[09:08:09] ASAP because this is going to change
[09:08:11] everything. So before we go into the
[09:08:13] settings down here, I just want to make
[09:08:14] this really clear because this is very
[09:08:17] very important. Settings on each sub
[09:08:19] account are basically the admin side of
[09:08:22] all of the things on here. It has those
[09:08:24] final things that basically complete
[09:08:27] everything on the main dashboard. And I
[09:08:30] get so many questions about custom
[09:08:32] values, how to configure emails, getting
[09:08:34] phone numbers, all these little things
[09:08:36] that make all of this work, tags,
[09:08:38] opportunities, everything. And if they
[09:08:41] just understood the settings, they would
[09:08:43] understand all of it. Please, again, pay
[09:08:46] really close attention because this
[09:08:47] video may not be the most exciting, but
[09:08:49] it will answer so many of your questions
[09:08:51] and just give you that much more
[09:08:53] in-depth knowledge of how the entire goh
[09:08:55] highle sub account system works. So,
[09:08:57] you'll just be like a master way faster.
[09:09:00] Trust me. Like, when I really dived into
[09:09:01] settings, it clicked way better. So,
[09:09:03] you're going to come into your sub
[09:09:04] account and you're going to go right
[09:09:05] down to settings, okay? And we'll be
[09:09:06] brought to these right here. So, I'm
[09:09:08] going to go through each one of these
[09:09:10] and what they do. So, first up is
[09:09:12] business profile settings. And all this
[09:09:14] is is main admin panel. And this is
[09:09:17] actually tied to custom values a lot of
[09:09:19] the time. So, it's important to
[09:09:21] understand that these are where the
[09:09:23] default data slash settings and IDs for
[09:09:27] your sub account go. So, the first thing
[09:09:28] in general information, you're going to
[09:09:30] have your location ID. Anytime you use
[09:09:31] support and they want to know where a
[09:09:32] sub account is, you're going to need
[09:09:34] this. This is the exact code. Okay? It's
[09:09:37] the ID that differentiates sub accounts.
[09:09:40] So, it's unique to this account and they
[09:09:42] all have them. Then you can have a
[09:09:43] business logo and then a bunch of
[09:09:45] different business information. So,
[09:09:47] legal business name, email, your branded
[09:09:49] domain, your website, your API key in
[09:09:52] general information. And a lot of people
[09:09:54] don't have this filled out. I recommend
[09:09:55] you come through, you fill everything
[09:09:56] out. Even put the exact name with your
[09:09:58] EIN, upload your logo. Trust me, it just
[09:10:00] makes everything that much cleaner. And
[09:10:01] you always just click update information
[09:10:03] when you're done. Then over here, you
[09:10:04] have your physical address. This should
[09:10:06] already be filled in when you signed up
[09:10:07] with High Level, but it will just be the
[09:10:09] address of your business. Trust me, when
[09:10:11] this is all filled out, it makes a bunch
[09:10:12] of the other stuff easy because it
[09:10:14] prepopulates. Then you have business
[09:10:16] information. Okay, so this is like
[09:10:17] legitimate legal side of things. It'll
[09:10:19] be your EIN, okay? Any sort of
[09:10:20] registration ID, industry, again, super
[09:10:23] good if you are having stuff like ATB
[09:10:25] verification because this will help. So,
[09:10:27] make sure you plug in all of that or
[09:10:29] your client stuff. Again, guys, this it
[09:10:31] just makes such a big difference in the
[09:10:32] long run when you're trying to do stuff
[09:10:34] quickly. Then authorized representative.
[09:10:35] This is going to be the user, the person
[09:10:37] that basically runs said sub account.
[09:10:39] Really important that you fill this out.
[09:10:41] Whoever it is, whether it be you,
[09:10:42] whether it be a VA, whether it be the
[09:10:43] business owner, fill this out with all
[09:10:45] their stuff and click update
[09:10:46] information. Then we have general. So
[09:10:48] this just has a couple different major
[09:10:50] settings across the entire sub account
[09:10:52] you can do. So you can allow duplicate
[09:10:53] opportunities, merge contacts, disable
[09:10:56] time zone, bot prevention, mark emails
[09:10:58] invalue to hard bounce, which I
[09:11:00] recommend you check on if you are doing
[09:11:01] email marketing. These are just a couple
[09:11:03] things that you only can find here that
[09:11:05] have to do with other things out here.
[09:11:06] So, it depends on what you're trying to
[09:11:08] do. Okay, this is where you would tick
[09:11:10] on those other settings. And then right
[09:11:12] down here, this will link to other parts
[09:11:14] of the sub account. So, back in the day,
[09:11:16] boxes for SMS compliance right here to
[09:11:18] click. You had your voicemail box you
[09:11:20] could click and you had miss call text
[09:11:21] back all here. They recently changed
[09:11:23] that, guys. This is 2025. It's
[09:11:25] different. They now have it just
[09:11:26] linking. If we click looking for call
[09:11:28] and voicemail settings, it's going to
[09:11:30] take us to the phone numbers section of
[09:11:32] go highle. See, it brought us right down
[09:11:34] to phone numbers, but it's not right
[09:11:36] here. We actually have to go to
[09:11:37] voicemail and missed call text back. So,
[09:11:39] back in the day, it used to just be
[09:11:40] right in settings, but now we actually
[09:11:42] have to go another step. And then right
[09:11:44] in here, you can actually upload your
[09:11:46] voicemail. So, you can have a default
[09:11:48] voicemail for this sub account. You
[09:11:51] would literally just click upload file
[09:11:52] and you upload said voicemail. You can
[09:11:55] pick your in calling timeout, how long
[09:11:56] you want it to basically go before it
[09:11:58] answer. And then here's where you can
[09:11:59] enable the miss call text back box. So
[09:12:02] again guys, it's recently changed, but
[09:12:03] that's where you would click it and then
[09:12:05] you're good to go. That is where you
[09:12:07] will check these boxes that used to be
[09:12:09] there. So you can get that little fine
[09:12:10] tune. So now we're back in business
[09:12:12] profile. That's what happens when you
[09:12:13] click this. So as you see right here, we
[09:12:15] were just visiting this, but remember we
[09:12:17] also had the miss call text back and
[09:12:19] that was right below this under phone
[09:12:22] numbers. So again, I just want to make
[09:12:24] this clear. They move that, but you just
[09:12:26] click that and follow the exact
[09:12:27] instructions I did to get to that. Then
[09:12:29] under phone numbers also is the SMS
[09:12:30] compliance, which is two boxes you can
[09:12:32] check, which I recommend you do, which
[09:12:33] will help, that are actually underneath
[09:12:35] phone numbers again. So if we click go
[09:12:37] to SMS compliance settings, they will
[09:12:38] pop up here as well. So we come right in
[09:12:41] phone numbers under advanced settings,
[09:12:43] and we're going to go all the way over
[09:12:45] to SMS compliance. And these two boxes
[09:12:48] you're going to want to have checked on.
[09:12:49] Okay, one is making sure that you have
[09:12:51] an opt out and the other is making sure
[09:12:53] you're compliant by adding sender
[09:12:55] information. So, you can check these on
[09:12:56] or off. I recommend you have them on.
[09:12:58] It's good compliance practice. You have
[09:13:00] to click into this and go to this to
[09:13:02] find these. They're not in the sub
[09:13:03] account anymore, but these are default
[09:13:05] settings on the sub account. So, that's
[09:13:07] where these three boxes go. You just
[09:13:09] click them and you follow the exact
[09:13:10] instructions I have. Last but not least,
[09:13:12] we have basically allowing duplicate
[09:13:13] opportunities, which is just allowing in
[09:13:15] your pipelines to have two of the same
[09:13:16] opportunity. And you can toggle this on
[09:13:18] or you can toggle it off. You pick. But
[09:13:20] that is the business profile. And again,
[09:13:23] all this is is it's the base general
[09:13:26] information for the entire sub account.
[09:13:29] Next, we're going to go to billing. This
[09:13:31] is actually really cool because this is
[09:13:33] where all of your financial transactions
[09:13:36] within a sub account are. So, right in
[09:13:38] here, you'll see all the marketplace
[09:13:40] apps you have and then you'll see the
[09:13:41] add-on. So, we added WhatsApp onto this
[09:13:44] sub account. So, you will see, okay, I'm
[09:13:45] paying 10 bucks from this. you'll see
[09:13:47] you're paying for x or whatever you're
[09:13:49] using. It'll all pop up right here. So,
[09:13:51] if you're ever wondering what you're
[09:13:52] paying for in a sub account, you always
[09:13:54] come down to billing. And then in
[09:13:56] payments, you will have your credit card
[09:13:58] information here. So, it's always there.
[09:14:00] Any sort of billing information. And
[09:14:02] then you'll see all of the charges for
[09:14:06] this sub account. So handy if you're
[09:14:08] wondering like what am I paying, what's
[09:14:10] going in, what's going out, you can see
[09:14:11] it all within payments. And then in
[09:14:13] wallets and transactions, every sub
[09:14:14] account has a wallet. Okay? And those
[09:14:16] wallets get deducted, okay, from this
[09:14:19] balance to pay for any sort of upselling
[09:14:21] thing. So AI features, email, SMS, all
[09:14:24] those little things. And this is where
[09:14:25] you will see every single little charge.
[09:14:28] So every text message that went out,
[09:14:29] every email, you'll basically just see
[09:14:31] all of that right in here. I mean, you
[09:14:33] can see right here in that conversation,
[09:14:34] it's showing you how much has been spent
[09:14:36] and how that all works. So this is
[09:14:38] pretty cool because you can dictate and
[09:14:39] then you can also dictate the auto
[09:14:41] recharge. So once your balance gets
[09:14:44] below, let's say 10 bucks, it'll
[09:14:46] recharge with 50 or 100. Now again,
[09:14:49] that's a little bit too much, but you
[09:14:51] decide. And the cool thing about this,
[09:14:52] guys, is it gives you that little bit of
[09:14:54] flexibility to understand what's going
[09:14:56] on your sub account. You're not just
[09:14:57] going, it's all put in neatly under
[09:15:00] subscriptions, payments, wallets,
[09:15:01] transactions. So you can see every
[09:15:03] single financial transaction going in
[09:15:05] and out of your sub account. Then we're
[09:15:07] going to move on to my staff. Okay, this
[09:15:10] is very very important. So your staff
[09:15:13] are the users of a sub account. Okay,
[09:15:16] these are the people you give access to
[09:15:19] to control. Yes, you get your sub
[09:15:22] account. And this can be a VA, this can
[09:15:24] be a business owner, it can be you. It
[09:15:25] can be your mom. It can be your dad. It
[09:15:26] can be your cat. They can't use it, but
[09:15:28] you get the idea. It can be anyone. You
[09:15:30] can give them access to either
[09:15:31] everything or some stuff. The first
[09:15:33] thing I want to show you is you can pick
[09:15:34] the user role just to see who's where
[09:15:36] right here. So to add these users, we're
[09:15:39] just going to click add user right here
[09:15:40] and you're going to go through some
[09:15:41] info. So you're going to put in the
[09:15:43] name. So you're just going to put in
[09:15:45] your name or their name, whoever you're
[09:15:47] putting in.
[09:15:50] You put in your phone number. You can
[09:15:52] select people to add them to calendars.
[09:15:55] You can add basic signatures. You can
[09:15:56] add all this stuff into their account.
[09:15:59] Even a profile photo I recommend you do
[09:16:01] because then you can basically
[09:16:03] distinguish, okay, this is a VA, this is
[09:16:05] the business owner. And then you just
[09:16:07] click next. Now en roles and permissions
[09:16:09] for every single user. You can let them
[09:16:10] have access to certain things. And by
[09:16:12] doing that, you just leave these toggled
[09:16:14] on and check these boxes. Or if you
[09:16:16] don't want them getting access to these,
[09:16:18] you click off. So if you're wondering,
[09:16:20] all of the stuff you're giving access to
[09:16:21] is the sub account. So you could give
[09:16:22] them access to conversations or not. So
[09:16:24] we would come right down to
[09:16:26] conversations and we could literally
[09:16:28] toggle this off and then they wouldn't
[09:16:31] get access to conversations. So you
[09:16:33] decide exactly what you want each one to
[09:16:36] get access to. Very handy, very
[09:16:39] powerful. This way you have complete
[09:16:42] control because you are the main admin
[09:16:43] of everything. And then right in here
[09:16:45] you have user or admin. The only
[09:16:46] difference is admin has access to the
[09:16:48] contacts. A user doesn't, but you can
[09:16:50] toggle still on and off everything. So
[09:16:52] they're very similar. But you can go
[09:16:54] through, you can pick exactly what you
[09:16:55] want for this. Say I want them to have
[09:16:56] this, this, that. And you decide exactly
[09:16:58] what features you want them access to.
[09:17:00] And this can be really good because if
[09:17:01] you have somebody that comes in that is
[09:17:02] not tech friendly and you don't want
[09:17:04] them having access to your website or a
[09:17:06] bunch of stuff cuz they might mess it
[09:17:08] up. So then once you see everything
[09:17:09] that's good and you say I want them to
[09:17:11] have access to everything. You then
[09:17:12] click save and then you can scroll right
[09:17:14] down here and you can plug in their
[09:17:16] voicemail settings. You can upload their
[09:17:18] own personal voicemail. You then have a
[09:17:20] user availability. So this is what hours
[09:17:22] do they work, when are they available.
[09:17:23] Again you pick exactly what day, what
[09:17:26] time, and then what time they end. That
[09:17:27] way they would be only available through
[09:17:29] calendars on this specific time because
[09:17:32] what happens is with calendars it will
[09:17:34] pull this information based on the users
[09:17:36] of the people taking the calls. So this
[09:17:38] is how you configure that on every
[09:17:40] single person in your sub account. Then
[09:17:42] you have calendar configuration, Google
[09:17:44] calendar, outlook or whatever you're
[09:17:46] using for your calendar system in here.
[09:17:48] And then you can add in zoom or Google
[09:17:50] meet or whatever you use right through
[09:17:52] here. Then we have notification
[09:17:54] settings. So, this is just turning on
[09:17:55] notifications for this user. And you
[09:17:59] just go through exactly what you want.
[09:18:01] You click on or off. And when you're
[09:18:03] done, you click save. It's as simple as
[09:18:05] that. And you're good to go. So, all of
[09:18:07] these features are just for users. It
[09:18:10] just enables you to have a little more
[09:18:12] flexibility over the people you allow in
[09:18:14] your sub account. And what you can also
[09:18:16] do, which is when someone first signs up
[09:18:17] with you, you can come right into
[09:18:19] Launchpad and come right down here and
[09:18:21] click add. And what this will do is you
[09:18:22] can just plug in an email address, click
[09:18:24] send invite, and it's going to send them
[09:18:26] access in a user form so they can
[09:18:28] immediately get signed up if you don't
[09:18:29] want to add it manually. But this is
[09:18:31] just how you would do it manually. And
[09:18:33] once you have all your users here, you
[09:18:34] can toggle between admin and user. You
[09:18:36] can click edit to re-edit each account
[09:18:39] or you can click delete and it will get
[09:18:41] rid of them from the location. But this
[09:18:42] way you have access and full
[09:18:44] functionality of your team, your
[09:18:46] employees, whatever. This is where
[09:18:48] you're added right through my staff. So
[09:18:51] now we have opportunities and pipelines.
[09:18:54] So really all this is is a couple basic
[09:18:57] settings on opportunities within your
[09:19:00] account. So if we come right in here,
[09:19:02] you have a couple different. So we can
[09:19:04] turn this off entirely, which is allow
[09:19:05] different owners of contacts and their
[09:19:07] opportunities or you can turn it on. And
[09:19:08] then right in here, you have two
[09:19:10] options. You can automatically make
[09:19:11] opportunity owner a follower of a
[09:19:13] contact. So that's basically allowing an
[09:19:15] opportunity to connect to a contact or
[09:19:16] automatically make a contact owner
[09:19:18] follow of an opportunity, which is the
[09:19:19] inverse of that. And you can just select
[09:19:21] these on or off. Then you click save
[09:19:23] changes and you're done. You can do the
[09:19:25] exact same thing right here. This is
[09:19:27] just a little more functionality over
[09:19:29] your pipelines. Remember what I said
[09:19:31] before, guys? Down in settings, it's
[09:19:33] just these little things that tweak much
[09:19:36] bigger things up on the sub account
[09:19:37] level. This is where you would access
[09:19:39] it. Then we go to automation. These are
[09:19:42] just the global workflow settings. In
[09:19:45] here, the first thing you see is unlock
[09:19:47] workflow pro plan. you are using premium
[09:19:49] actions and triggers which is just part
[09:19:51] of automations which is usually if
[09:19:52] you're using third parties to add in you
[09:19:54] can buy it right here. Then we have
[09:19:56] notifications. Okay, so this is turning
[09:19:58] on notifications via pipelines for said
[09:20:01] users. So you select the exact user you
[09:20:03] want. You click them and then you click
[09:20:04] save and then right down here you have
[09:20:06] pause workflow. So temporarily pause
[09:20:08] selected workflows putting them in draft
[09:20:09] state during a specific period. So you
[09:20:11] can select the exact time and the exact
[09:20:13] workflow and then click save or add a
[09:20:15] date annually and it will just pause
[09:20:17] them and you're good to go. So this is
[09:20:19] just simple things on automations to
[09:20:22] add, but a lot of this can be done
[09:20:24] through the automations as well. This is
[09:20:25] where you would access all of this
[09:20:27] information. So it's just good to know
[09:20:28] exactly what this tab does. Now we have
[09:20:30] calendars. When you create calendars,
[09:20:33] you actually do it in settings. You
[09:20:35] don't do it in calendars. Calendars is
[09:20:38] just where you see your appointments,
[09:20:40] your calendar, and basic stuff like
[09:20:42] that. And it's all through these two
[09:20:44] tabs. To create calendars like this and
[09:20:48] groups, service menus, rooms, etc., and
[09:20:50] creating the calendar itself, you
[09:20:53] actually have to come and click calendar
[09:20:55] settings. And look what happens. It
[09:20:57] takes us all the way down to calendars.
[09:20:59] So there's nothing else like this in
[09:21:01] your GoHighle account. So, this is the
[09:21:03] one odd one where it's actually all in
[09:21:06] settings. And to get to it, you can just
[09:21:08] come right into calendars and click
[09:21:09] calendar settings. And that's where
[09:21:10] you're at. And a lot of people get
[09:21:11] really confused because they're like, I
[09:21:12] went to calendars. I didn't see where to
[09:21:14] build a calendar. It's because it's
[09:21:15] actually in settings. So, it's a little
[09:21:17] bit different. So, just to let you know,
[09:21:19] I have a full video dedicated to
[09:21:21] creating calendars for every niche on
[09:21:23] another video on my channel called
[09:21:24] calendars tutorial. So, please go watch
[09:21:26] it because I'm just showing you how to
[09:21:28] access it. Okay? But that video, it's
[09:21:30] full on my channel. Please go check it
[09:21:31] out. It's amazing. But that's where you
[09:21:33] will do everything with calendars and
[09:21:35] actually learn how to do this. Then we
[09:21:37] go down to conversation AI. This is
[09:21:39] where you build AI chat bots. Again,
[09:21:42] full video on this on my channel. I'm
[09:21:44] not going to be going in depth in this
[09:21:45] video because I'm just showing you where
[09:21:46] it is. This used to only be available in
[09:21:48] settings, but actually, if you come to
[09:21:50] your sub account, you can go to AI
[09:21:51] agents and it is the exact same thing.
[09:21:54] Ready? We click conversation AI. It's
[09:21:55] just now active right through here
[09:21:57] because it's a very popular feature, but
[09:21:58] that's where you would find it. So, you
[09:22:00] don't really need to come into settings
[09:22:01] in order to do this. You can just come
[09:22:03] right into AI agents, click it, and
[09:22:04] you're good to go on your main sub
[09:22:06] account. And again, I have a full video
[09:22:07] on my channel going so in depth. It's
[09:22:09] probably the best video on go high level
[09:22:11] AI chatbots available on YouTube. So,
[09:22:12] please go check it out. But this is
[09:22:13] where you'd access it. Same with AI
[09:22:15] voice agents. If you come right in here
[09:22:18] and we click voice AI, it is the exact
[09:22:22] same thing. One is up here through AI
[09:22:25] agents, the other is right down here.
[09:22:26] And then you're good to go. So, it's
[09:22:28] very, very simple. It's very
[09:22:29] straightforward. Again, guys, if you
[09:22:31] want to learn how to create AI chatbots
[09:22:32] or AI voice agents, I have full videos
[09:22:34] on my channel going in-d depth over
[09:22:35] this. I highly recommend you go watch
[09:22:37] those because it will explain in depth
[09:22:39] how you do this. This video is just
[09:22:40] settings. I'm just showing you what each
[09:22:42] of these does so it makes sense. Now,
[09:22:44] we're going to move on to email
[09:22:45] services. That will be in your sub
[09:22:46] account under marketing under emails.
[09:22:48] That's where you'll be sending out
[09:22:49] campaigns and in contacts. That's where
[09:22:50] you do the actual sending of email. This
[09:22:52] is configuring, okay, what provider
[09:22:55] you're using and what dedicated domain
[09:22:56] you're using. So you can either use mail
[09:22:58] gun or you can use lead connector. I
[09:22:59] recommend you use lead connect dedicated
[09:23:01] domain and IP and you can add a
[09:23:03] dedicated domain and IP to this account.
[09:23:06] So your email campaigns, whether that be
[09:23:08] cold email or warm email, don't land in
[09:23:10] spam. They land in inbox. And I have a
[09:23:14] full video on this subject because it's
[09:23:16] so in-depth. So please check it out on
[09:23:17] my channel because it's an email
[09:23:18] marketing master class. But just know in
[09:23:20] your settings, this is where you set
[09:23:22] that up. Okay. Then in here you have all
[09:23:24] of the basic settings for emails in
[09:23:27] general across go high level. So you
[09:23:29] know where it's forwarding addresses
[09:23:31] from addresses blind carbon copy all
[09:23:33] your email analytics anything requiring
[09:23:36] email verification more analytics
[09:23:39] postmaster tools which is even more
[09:23:40] in-depth analytics and so on and so
[09:23:43] forth. And that's what the email
[09:23:44] services does in your sub account
[09:23:46] settings. It determines the core email
[09:23:48] and the settings on the email that you
[09:23:50] send in your account. Okay, from
[09:23:53] marketing and contacts. So it's not how
[09:23:55] you send emails, it's configuring it so
[09:23:56] you're sending emails the right way. So
[09:23:59] definitely check that out because it's
[09:24:00] very important. Then we have phone
[09:24:01] numbers. Okay, so this is where you will
[09:24:04] buy phone numbers inside of go high
[09:24:06] level. And to add a phone number, you
[09:24:08] come right in here, you click add phone
[09:24:09] number. You pick exactly which one you
[09:24:11] want or you can come right into filter
[09:24:13] and you can click whether it be local or
[09:24:14] tollfree. You can pick first part or
[09:24:17] last part. So you can get an area code
[09:24:18] in there. Then you select exactly what
[09:24:20] you want. You apply and then you just
[09:24:22] click proceed to buy. Once you click it
[09:24:24] costs a dollar, $2, whatever. And then
[09:24:26] you're done. In phone numbers, this is
[09:24:28] where you'll see all of the usage based
[09:24:29] on the sub account. Your trust center
[09:24:31] where you get A2P verified messaging
[09:24:34] analytics. These are all the analytics
[09:24:35] on your text messages. Then advanced
[09:24:37] settings, which we went to earlier in
[09:24:38] the video, which will have all of the
[09:24:40] smaller stuff. Configuring your phone
[09:24:43] number on this sub account. This is very
[09:24:46] important. If you are sending text
[09:24:47] message blasts, the settings will be
[09:24:50] configured in here, not up there. It's
[09:24:53] down in settings. That's where you do
[09:24:54] all the little stuff like compliance,
[09:24:56] number intelligence, all the little
[09:24:58] tweaks that will make everything perform
[09:25:00] better. That is found in the settings
[09:25:02] under phone numbers. And again, I have
[09:25:03] full videos on SMS marketing. If you
[09:25:05] want to learn how to send SMS the right
[09:25:07] way, get in people's inbox, get clients
[09:25:09] with SMS, create automations using SMS,
[09:25:11] it's on my channel, so please check that
[09:25:12] out. But just know that phone numbers is
[09:25:15] where you'll buy the phone number and
[09:25:16] configure said settings. So you can come
[09:25:18] back up here into contacts and launch
[09:25:20] your text message blasts the right way.
[09:25:23] Then we have WhatsApp. So this is where
[09:25:25] you will manage all of your WhatsApp
[09:25:28] numbers. And to add WhatsApp numbers,
[09:25:30] you just click add number and follow
[09:25:31] said steps. This is where you'll
[09:25:33] configure it in go high level. If you
[09:25:35] want, this is where you will do it.
[09:25:37] You'll come in here and you follow along
[09:25:38] and then you get verified. You create
[09:25:40] your number and then you can basically
[09:25:41] start sending WhatsApp messages in
[09:25:43] contacts. You can even send WhatsApp
[09:25:45] blasts. It's a great way to get clients.
[09:25:47] It's great for overseas people. It's
[09:25:48] relatively cheap. This is where you will
[09:25:50] manage everything WhatsApp related in
[09:25:52] your sub accounts. Just in case your
[09:25:54] WhatsApp dashboard doesn't look like
[09:25:56] this and it looks like this. This just
[09:25:58] means you have to buy what's on your sub
[09:25:59] account, whether you want someone's
[09:26:00] white label or your own and you have to
[09:26:02] buy it so you can get access to this
[09:26:04] because remember is a paid service to
[09:26:06] connect to chat bots and all that stuff
[09:26:08] high level. I think it's $10 or
[09:26:09] whatever. You can find how much it costs
[09:26:11] on the back end. But if it doesn't look
[09:26:12] that you'll just put in your credit card
[09:26:13] and get it and then you'll have this
[09:26:15] exact same dashboard so you can get
[09:26:16] started. That's WhatsApp in a nutshell.
[09:26:18] It'll be all found in the settings
[09:26:19] through here to configure everything. So
[09:26:21] to access custom objects, you're going
[09:26:22] to come right in your sub account.
[09:26:24] You're going to click settings and
[09:26:25] you're going to scroll all the way down
[09:26:26] to objects and you are going to click
[09:26:28] it. So before I can create these for
[09:26:30] you, I first have to explain what these
[09:26:31] are because they are a bit complex if
[09:26:33] you've never did anything with databases
[09:26:35] before. So let me explain this to you.
[09:26:37] Custom objects put simply are just
[09:26:39] objects inside of go high level. For
[09:26:41] example, a pet, a car, a toy, a tree, a
[09:26:43] house, whatever object. And what you do
[09:26:46] in high level is you create these
[09:26:48] categories. Then you have unique
[09:26:50] identifiers under each category. That
[09:26:52] way you could have multiple cats,
[09:26:54] multiple cars, and multiple toys. You
[09:26:57] can go a step further and have unique
[09:26:59] identifiers for as many pets as you
[09:27:01] want. It gives you ultimate
[09:27:03] customization. This is why this feature
[09:27:05] is so powerful. So you could have a pet.
[09:27:07] Then underneath her you could have two
[09:27:09] different pets which are custom objects.
[09:27:11] So you could have a pet named Skittles
[09:27:13] and it's a Persian cat. Then you could
[09:27:14] have another pet named Ruby and that cat
[09:27:17] would be a house cat or car. You could
[09:27:20] create a custom object for cars and then
[09:27:22] you can create objects underneath that
[09:27:23] cuz remember these are the categories.
[09:27:25] The custom objects are the things that
[09:27:27] you put in. You could have a Toyota
[09:27:29] that's 2025 under car and you could also
[09:27:31] have a Ferrari that would be 2018. And
[09:27:33] you can keep going. You can create as
[09:27:35] many unique identifiers as you want for
[09:27:37] each one. That way you can have as many
[09:27:39] of an object as you want with as many
[09:27:42] different unique identifiers. That way
[09:27:44] if you have a bigger company, okay,
[09:27:46] let's say a real estate company, you can
[09:27:48] list all the properties, the address,
[09:27:50] the zip code, the price. This is how you
[09:27:52] get this customization. It's through
[09:27:54] custom objects. So just to let you know,
[09:27:57] a contact record inside of GoHigh is a
[09:28:00] custom object. It's the first custom
[09:28:01] object that's ever been there. But now
[09:28:03] that they added this, you can have
[09:28:05] whatever you want. I mean, whatever
[09:28:06] business you have, you can add it in.
[09:28:08] Then you can have as many as you want
[09:28:09] underneath each one. So you have unique
[09:28:11] identifiers. That way you have unlimited
[09:28:13] objects inside of go high level. So now
[09:28:15] you can really create anything. So
[09:28:16] you're probably like, Declan, this is
[09:28:18] cool. This is great. You explain custom
[09:28:20] objects. This is, you know, this is
[09:28:22] dandy, but how do I make money with it?
[09:28:24] So I'm going to break that down. So how
[09:28:25] do you make money with custom objects?
[09:28:26] The first thing is it's way more data.
[09:28:29] Save extra customer info like pet names
[09:28:31] or favorite toys. understand them
[09:28:33] better. You now basically get way more
[09:28:35] data on each sub account. The second
[09:28:37] point of making money is you can create
[09:28:39] highly targeted offers with this. So you
[09:28:41] could send irresistible deals like
[09:28:43] premium dog food for phto's owners.
[09:28:45] Okay? So if you have someone in your CRM
[09:28:47] that owns a dog named phto, you can
[09:28:49] basically highly target them down to
[09:28:52] like their favorite food or their
[09:28:54] favorite birthday dessert. It basically
[09:28:56] creates ways for you to get that much
[09:28:58] more narrow in your offers. Guys, the
[09:29:01] dollars are in the depth and the riches
[09:29:02] are in the niches. If you can get so
[09:29:05] niche, okay, and so targeted, your
[09:29:07] customer will see this and go, "That's
[09:29:08] me." And High Level has this ability
[09:29:10] with custom objects. Okay. Number three,
[09:29:12] automations and AI. With more data comes
[09:29:14] money. You can plug custom objects into
[09:29:16] automations. I'm going to show you how
[09:29:17] to do it later in the video. Don't
[09:29:18] worry. But with AI, AI has to pull from
[09:29:20] something. This is what people don't
[09:29:21] understand. It doesn't just make stuff
[09:29:23] up. It pulls from a database. That is
[09:29:26] how AI learns. So, if you have a
[09:29:27] database that has cars, but also their
[09:29:30] mileage, also their color, also their
[09:29:32] make, also their owners, and literally
[09:29:34] every bit of data on a car, you have so
[09:29:36] much more to give the AI, which will
[09:29:38] work that much better. It's just giving
[09:29:40] you so much more data. And High Level
[09:29:42] never had this before, and it was one of
[09:29:44] the things that hurt them because you
[09:29:45] could only go so far because you could
[09:29:46] really just have contact records and
[09:29:47] that's it. Now, you have supreme data,
[09:29:50] which is the custom objects. Last but
[09:29:52] not least, you can fully customize, go
[09:29:54] high level. I mean like you can service
[09:29:56] pretty much anyone now with custom
[09:29:57] objects. Real estate in-depth law firms,
[09:30:00] veterinary clinics, I mean you name it,
[09:30:03] you can now do it with go high level.
[09:30:05] Before you weren't able to do that, but
[09:30:07] custom objects lets you create anything.
[09:30:09] I mean this is one of the most powerful
[09:30:12] things in high level and it's so
[09:30:14] powerful that at the summit verun, one
[09:30:16] of the co-founders of go highle said
[09:30:18] this was one of the most exciting
[09:30:20] projects and the thing that will change
[09:30:22] high level the most. Check this out.
[09:30:24] That's why a lot of people gravitated
[09:30:26] towards Salesforce and HubSpot. These
[09:30:28] CRM were so much more powerful because
[09:30:30] they have the database of custom
[09:30:31] objects. You can get that much more
[09:30:33] narrow. High level was just websites
[09:30:34] marketing etc. But now with custom
[09:30:36] objects, they are becoming like
[09:30:38] Salesforce. They are becoming like
[09:30:40] HubSpot. It's so much more advanced. So
[09:30:42] for all the people that are like super
[09:30:44] into databases and are much more highle,
[09:30:46] you understand what I'm getting. You're
[09:30:47] nodding your head because you see that
[09:30:49] they have that piece that they were
[09:30:50] missing forever. So guys, custom objects
[09:30:52] are huge. It may be one of the biggest
[09:30:54] things High Lee puts in. And I know
[09:30:56] right now you're like, "Yeah, not
[09:30:57] really." Because you may not understand
[09:30:59] this fully, but just know that this is
[09:31:01] something they never have and now they
[09:31:02] have it. And it's actually the big thing
[09:31:04] that other CRM like HubSpot and
[09:31:06] Salesforce, the really big dogs, have
[09:31:08] that that is why it's so important that
[09:31:09] you learn what's in this video. Okay.
[09:31:11] So, now that you understand custom
[09:31:13] objects and they make sense, we now can
[09:31:15] create them. So, make sure you're back
[09:31:17] in objects, which we went through in the
[09:31:18] beginning video, and we're going to
[09:31:19] click add custom object. and it's going
[09:31:21] to be brought to a page that looks like
[09:31:23] this. So, as you see right here, you put
[09:31:25] in the custom object here. So, what is
[09:31:27] it? Is it a cat, an animal, a dog, a
[09:31:29] house, a tree, a bird, a airplane?
[09:31:32] Whatever the custom object is, you're
[09:31:33] going to put it in here. So, what we're
[09:31:34] going to do is we're going to do car
[09:31:35] just because it's a great example. Okay?
[09:31:37] And there's a lot you can do, but you
[09:31:38] can do this for anything. Remember,
[09:31:39] anything you can create, you can put in
[09:31:40] here. So, car. And then right in here,
[09:31:42] you're just going to put the plural,
[09:31:43] which is just multiple. So, it' be car
[09:31:45] and then cars. Then, right in here, this
[09:31:47] is the really important part. This is
[09:31:48] the primary display field. So remember
[09:31:50] back earlier in the slide where I showed
[09:31:52] you you can have unique identifiers.
[09:31:54] This is going to be the primary unique
[09:31:56] identifier that makes sure that each
[09:31:59] custom object is unique. You have pet,
[09:32:01] but then you would have pet name or pet
[09:32:04] breed, whatever it is or dog breed or
[09:32:06] whatever object you have. This is the
[09:32:08] first unique identifier. You can have as
[09:32:09] many unique identifiers as you want, but
[09:32:11] there's always going to be primary that
[09:32:13] completely distinguishes each custom
[09:32:15] object apart. Remember under pets or
[09:32:17] under cats or dogs, you could have
[09:32:18] multiple dogs. So, right in here, what
[09:32:20] you could put was VIN number. That was a
[09:32:22] thing that makes every single car
[09:32:24] different. Or you could do license plate
[09:32:25] number. Anything that makes it super
[09:32:27] different. Remember, this is the first
[09:32:29] identifier. We can put more underneath,
[09:32:30] but this is the primary answer. So,
[09:32:31] we're just going to do VIN number. And
[09:32:32] we're just going to do seven. I don't
[09:32:34] know what this is. I'm just making this
[09:32:35] up. Say you put yours in here. So, then
[09:32:37] we're going to put it in. Okay. And
[09:32:38] right here, just to let you know, this
[09:32:39] is just the internal name in the back
[09:32:41] end. It's kind of like a custom field,
[09:32:42] custom value that it's putting in. So,
[09:32:43] don't even worry about that. But then
[09:32:44] you have an icon to basically put this
[09:32:46] in. So, what we're going to do is we're
[09:32:48] going to put in a card. and they have
[09:32:49] literally every icon you could ever
[09:32:50] want, but we're just going to put in
[09:32:51] this right here. So, we have this right
[09:32:53] here. And then you can enter in a
[09:32:54] description. So, we're just going to do
[09:32:56] all car types. And you put in whatever
[09:32:58] you want. Just another little descriptor
[09:33:00] of the custom object. So, once you have
[09:33:01] the custom object complete, you're good
[09:33:03] to go. This down here, don't worry about
[09:33:05] this. I'm going to go over this later in
[09:33:06] the video. This what this means in the
[09:33:08] custom fields is just more primary
[09:33:10] display fields, unique identifiers.
[09:33:12] Remember what I talked about before the
[09:33:13] unique identifiers? That's just more of
[09:33:14] these, which I'll show you how to add in
[09:33:15] a second. So, what we're going to do is
[09:33:16] we're going to double check everything,
[09:33:17] make sure everything looks good. Then
[09:33:18] we're going to click create custom
[09:33:20] object. So as you see here now we
[09:33:23] created the custom object. So one thing
[09:33:25] I want to make really clear and I don't
[09:33:26] see anyone else really talking about
[09:33:27] this cuz it can be very confusing is
[09:33:28] what you're creating right now is a
[09:33:30] custom object but it's a custom object
[09:33:31] category because really a custom object
[09:33:34] is one of the cars underneath the custom
[09:33:36] object. So yes, it's a custom object,
[09:33:37] but think of these as custom object
[09:33:39] categories cuz then we can put in Toyota
[09:33:41] Corolla, we can put in, you know, Ford
[09:33:44] Fiesta, we can put in Subaru Outback, we
[09:33:46] can put in all of the car types and the
[09:33:49] cars which are the custom objects. So
[09:33:50] think of this as the category for the
[09:33:53] custom object cuz you don't just create
[09:33:54] one, you create multiple underneath of
[09:33:56] it. So once you create the custom
[09:33:58] object, if we go back here, you will see
[09:34:00] on your dashboard, the custom object
[09:34:02] actually pops up right here. Okay, it
[09:34:05] actually hops right in here and it is
[09:34:07] now a custom object. So, this is where
[09:34:10] you would see all of your custom
[09:34:11] objects. So, I don't know why it says
[09:34:12] two cars up there cuz we haven't created
[09:34:13] these. I think that's a glitch. But,
[09:34:14] this is where you would see all of the
[09:34:16] custom objects you have. So, now that
[09:34:18] you have the category of cars, you now
[09:34:20] need to add objects which are cars. So,
[09:34:23] when we come right in here into the
[09:34:24] custom object category and click add
[09:34:26] car, we now can add in a car. We're
[09:34:28] going to then save this. Okay, go back.
[09:34:31] And now we see, okay, our car inside of
[09:34:34] custom objects. We're like, okay, cool.
[09:34:36] But here's the problem. We now have a
[09:34:38] car by just a VIN number. That's it.
[09:34:40] That's going to be a nightmare to go
[09:34:42] through and be like, okay, we just have
[09:34:43] a bunch of VIN numbers. I have no clue.
[09:34:44] We now want to add more unique
[09:34:46] identifiers. Remember I talked about the
[09:34:48] fields, the custom fields, so we can
[09:34:50] understand, okay, how many cars and what
[09:34:52] different types of cars. So, what we'll
[09:34:54] then do is we're going to come back to
[09:34:55] settings and we're going to go all the
[09:34:57] way back down to custom objects. and
[09:34:59] we're going to come right in here to
[09:35:00] cars and we're going to click these
[09:35:02] three dots and we're going to click add
[09:35:03] custom field. So we're going to do a
[09:35:05] single line. Okay. And then we're going
[09:35:06] to come right in here. So what we're
[09:35:07] going to do is we're going to do brand.
[09:35:09] Okay. The object is going to be car.
[09:35:11] You're going to pick whatever object you
[09:35:13] want. Remember you can do a contact
[09:35:14] opportunity. By the way, all of the
[09:35:16] objects you create will pop right up in
[09:35:17] here. So you can add this to it. Then
[09:35:19] the group will just be car info. It's
[09:35:20] just going to pick whatever you have.
[09:35:21] And then we're going to click save. So
[09:35:23] what we're going to do is we're going to
[09:35:24] come back to objects. Click add custom
[09:35:26] fields. Single line. Click next. And
[09:35:28] what I'm going to do is I'm now going to
[09:35:30] do color as you see right here. We're
[09:35:32] going to do car. Make sure it's all
[09:35:33] good. Car info and click save. So now
[09:35:37] we're like, okay, now we have two more
[09:35:38] unique identifiers. I like this. Now
[09:35:40] we're going to go back cuz this will
[09:35:41] give us a little more data. We're going
[09:35:42] to come back to cars. Okay. And as you
[09:35:43] see right here, you'll come right here.
[09:35:44] You'll click this pencil. You will now
[09:35:46] see that it has brand and color. So we
[09:35:48] can go Oh, sweet. We can do Toyota.
[09:35:51] Okay. And that's how you spell it. And
[09:35:52] then what we're going to do is we're
[09:35:54] going to do green. And we're going to
[09:35:56] save. So now in here you now have a
[09:35:59] Toyota that's green and its VIN number
[09:36:02] is 777777.
[09:36:04] Really good. So now you see right here
[09:36:06] you can see oh my gosh look I see the
[09:36:07] database. So you guys kind of see where
[09:36:09] I'm going with this. You got a database
[09:36:10] now of objects with all of the info you
[09:36:12] could possibly want. So you could have a
[09:36:14] gazillion different items in high level.
[09:36:16] It's the ultimate customization. And
[09:36:17] just a little tip. If you come in here
[09:36:19] and come right in here, you can decide
[09:36:20] what fields you want to see in here. So
[09:36:21] if I get rid of color, okay, and we
[09:36:23] click apply, it's going to get rid of
[09:36:25] color right here. But we don't want
[09:36:26] that. We want as many pieces of data
[09:36:27] info as possible. So we're going to
[09:36:28] select that. We're going to apply so it
[09:36:29] comes back. That way we can see. Okay.
[09:36:31] Color and we're good. So just to give
[09:36:33] you one more example, we can add another
[09:36:34] car. Okay. But now what we want to do is
[09:36:37] make sure that we change it up. So we
[09:36:38] have two cars. We don't have one car, we
[09:36:40] got two. So if we click add car again,
[09:36:42] remember the primary field we put in
[09:36:44] first as a VIN number. Remember you put
[09:36:45] whatever the unique identifier is
[09:36:46] because remember there's one that's main
[09:36:49] and then there's more after that. And
[09:36:50] then after we create it, you see right
[09:36:52] down here, we then put in the brand. And
[09:36:54] we're going to do Ford. and we're going
[09:36:56] to do black and we're going to click
[09:36:57] save. And now we have another car in the
[09:37:01] database that is a Ford and it's black
[09:37:03] and its VIN number is 888. So you can
[09:37:05] create as many cars objects underneath
[09:37:08] this category as you want. So you can
[09:37:10] just see how advanced this is. You can
[09:37:12] really go hog wild and create so much
[09:37:15] with custom objects. It is one of the
[09:37:17] most powerful tools in high level and a
[09:37:19] lot of people don't even know what it
[09:37:20] is. But I recommend you get on this now
[09:37:22] because this I'm telling you right now
[09:37:24] will play a central role in the AI
[09:37:26] revolution because remember the AI needs
[09:37:29] data play off and this is feeding it
[09:37:31] perfect data. So now that you understand
[09:37:33] custom objects we now need to understand
[09:37:35] the second part which is associations
[09:37:38] which is connecting objects to objects
[09:37:40] which goes even further which just gives
[09:37:43] you even more customization. So we're
[09:37:44] going to click that little pencil and
[09:37:46] we're going to click this right here
[09:37:47] which is association. So now we click go
[09:37:49] to object settings. It just takes us
[09:37:50] right back down to objects. And as you
[09:37:52] see right here, associations pops in
[09:37:54] here. If we go back, if you want to get
[09:37:55] into associations, you just click the
[09:37:57] custom object category. And then you
[09:37:58] click associations. As simple as that.
[09:38:00] So now I need to explain what an
[09:38:02] association is cuz this really takes
[09:38:04] custom objects and puts it on steroids
[09:38:06] connecting objects to objects and to
[09:38:08] contacts and people. That way you can
[09:38:10] really tie everything together. Let me
[09:38:12] explain. So as you see in go high level,
[09:38:14] we have two custom objects or custom
[09:38:16] object categories to be precise. We have
[09:38:17] pet and we have toy. And underneath pet
[09:38:19] we have the custom object which is red
[09:38:21] chew toy. And underneath the pet we have
[09:38:22] pho. Phto's favorite chew toy is the red
[09:38:25] chew toy. So we can create an
[09:38:26] association between pho and then his
[09:38:28] favorite chew toy. So now in the
[09:38:30] database it has an arrow and pointing
[09:38:32] that says pho loves the chew toy and
[09:38:35] they're connected. They are now objects
[09:38:37] that are connected. So all it is doing
[09:38:39] it is taking objects and again you can
[09:38:40] do this with context too and it's just
[09:38:42] saying that they have an association.
[09:38:44] They have some sort of thing in common.
[09:38:46] And another example would be if you have
[09:38:48] a car. So you have a Toyota and Declan
[09:38:50] O'Reilly as you see right here is
[09:38:51] another custom object. I am the owner.
[09:38:52] So that way it goes, okay, I am the
[09:38:54] owner of the Toyota. And that's the
[09:38:56] association. It's just linking things
[09:38:58] that are together or assimilated in one
[09:39:01] way or another. And guys, this is so
[09:39:02] important for creating offers because a
[09:39:04] big thing that happens in this space a
[09:39:07] lot and guys, this is so important for
[09:39:09] data because if you can create custom
[09:39:11] objects and then you can link which ones
[09:39:13] are connected to which you can pretty
[09:39:14] much have the ultimate offers. They get
[09:39:17] so narrow on exactly one person, guys,
[09:39:19] that's how you sell at mass is you have
[09:39:21] one offer to a bunch of people and it's
[09:39:23] not narrow enough. With custom objects,
[09:39:25] AI, and automations, you can kind of
[09:39:26] craft tailor made offers to specific
[09:39:29] people that it's so narrow that they're
[09:39:31] like, "That's me. I have to buy." Not
[09:39:33] just like dog owners. It's like phto
[09:39:35] owners who love red chew toy. It's so
[09:39:37] narrow. But what you can do is you can
[09:39:39] go even a step further and you can have
[09:39:42] multiple associations with multiple
[09:39:43] objects. So we have Declan O'Reilly, the
[09:39:45] owner of the Toyota, also owns Photo.
[09:39:48] And Phto is connected to the Choto Toy.
[09:39:49] So you can have multiple objects tied to
[09:39:51] multiple things. Guys, if you have any
[09:39:53] questions on this or you're confused at
[09:39:54] all, please drop a comment down below. I
[09:39:56] will answer as fast as I can. I will go
[09:39:58] in-depth on this cuz this is just
[09:39:59] critical that you learn this. Okay? So,
[09:40:01] please again make sure if you are
[09:40:03] confused at all, you drop a comment down
[09:40:04] below. I hope I'm making this as clear
[09:40:05] as possible, hoping that your
[09:40:07] grandparents can get it. That's why I
[09:40:08] have these big bright colors and make it
[09:40:10] as simple as possible. This is just you
[09:40:11] got to learn this. This is essential to
[09:40:13] your go high level journey. So, again
[09:40:14] guys, all an association is is a
[09:40:16] connection between custom objects inside
[09:40:19] a go high level. So to create
[09:40:20] association, we come back to this page
[09:40:21] and we click create association. And
[09:40:23] right in here, you're just going to pick
[09:40:24] the object that you want to associate
[09:40:26] with. We only have contacts, okay?
[09:40:28] Because we don't have any other real
[09:40:30] objects we can connect it to. Just be
[09:40:32] yet cuz we got to add them. So we're
[09:40:33] going to click this and then we're going
[09:40:34] to name the association. So what we're
[09:40:36] going to do is we're just going to do
[09:40:37] owner because it's going to be owner of
[09:40:38] the car. Then we're going to come down
[09:40:39] here and we're going to click save. And
[09:40:41] then you see right here the associate is
[09:40:43] created. So now what we need to do is we
[09:40:44] need to come back up to cars. Okay. We
[09:40:46] need to pick the Ford right here. We
[09:40:49] need to come into associations and then
[09:40:50] what we need to do is we need to
[09:40:51] associate a contact. So we're going to
[09:40:53] come in and we're going to click Declan
[09:40:55] and we're going to click save. So now
[09:40:57] Declan is an association of said Ford
[09:41:01] and it's as simple as that. You now can
[09:41:03] create the custom objects and then you
[09:41:05] can add associations between objects.
[09:41:07] Just before we go into automations part
[09:41:08] of this which will be the end of the
[09:41:09] video, I just want to walk you through
[09:41:11] if we add another custom object adding
[09:41:13] them together. So we're going to come
[09:41:14] right down to settings. Okay. Okay,
[09:41:15] we're going to come right down to
[09:41:16] objects and we're going to come right in
[09:41:18] here to add custom object and we're
[09:41:20] going to do toy toys and do borrow. I
[09:41:23] don't even know if I'm spelling that.
[09:41:24] We're going to come right here to change
[09:41:25] icon. We're going to do toy and we're
[09:41:27] going to click the little horse and then
[09:41:29] we're just going to do toys. Then we're
[09:41:31] going to click create custom object. And
[09:41:34] if we come right into toys and we come
[09:41:36] right here and we go to associations and
[09:41:37] we click create association and we click
[09:41:39] this dropown right here, you can see
[09:41:41] right here cars are now an option. So
[09:41:43] now you have multiple custom objects.
[09:41:44] You can now add cars into the mix. So, I
[09:41:47] just thought that was really important
[09:41:48] to see. But, as you see right here, you
[09:41:49] have companies, too, which I go over
[09:41:51] that in detail in my contacts video. All
[09:41:53] that is is a business inside of a sub
[09:41:55] account if you want to have that. But
[09:41:56] these both are standard custom objects.
[09:41:58] And if you click it right here, it just
[09:42:00] shows the associations with said
[09:42:02] contacts to whatever object you have.
[09:42:05] And that's pretty much it. And then if
[09:42:06] you click this right here, you can
[09:42:07] delete, edit, or add more custom fields.
[09:42:09] Remember, unique identifiers, right?
[09:42:10] Like this to all of these. So, we're
[09:42:12] going to delete this right here. If you
[09:42:13] delete this, what this will do is this
[09:42:15] will get rid of everything tied to it.
[09:42:17] So, you want to be very careful cuz it's
[09:42:18] going to get rid of the fields, too.
[09:42:19] It's just going to ax everything. You
[09:42:21] can only have three custom objects as of
[09:42:23] right now because I'm guessing the
[09:42:25] reason being it just keeps pushing this
[09:42:27] down. If you have a bunch of these, it's
[09:42:28] just going to trip out. Going to be more
[09:42:30] added soon, but for the most part, you
[09:42:32] just have access to three. And if we
[09:42:34] come back down to objects, the last
[09:42:36] thing I want to mention is objects and
[09:42:38] associations. All this stuff is only
[09:42:39] available on the 497 plan. That is the
[09:42:42] pro, the SAS one, the really big juicy
[09:42:44] plan. That is the biggest highle plan
[09:42:46] they have. And custom objects,
[09:42:47] unfortunately, are only available on
[09:42:48] that. So, if you are interested in that,
[09:42:50] I have a 30-day free trial link to the
[09:42:51] pro down below. So, you can go check
[09:42:52] that out and sign up with that because
[09:42:53] again, guys, I'm telling you, if you
[09:42:54] have big databases, custom objects will
[09:42:56] change the game and make you a lot of
[09:42:58] money. So, now that we're done with all
[09:43:00] of this, okay? And one last little pro
[09:43:02] tip thing I want to show you. If we come
[09:43:03] up to contacts, this is pretty cool. and
[09:43:05] we come right in here and we click this
[09:43:08] contact right here. You will now see all
[09:43:11] the way over here, you can now have
[09:43:13] associations tied in just like this. How
[09:43:16] cool is that? So, you can now associate
[09:43:18] cars and right in the context level.
[09:43:20] That's how important custom objects and
[09:43:21] associations are is that they're adding
[09:43:22] it all across the highle dashboard. So,
[09:43:24] it's that little thing right there, the
[09:43:25] association. Again, you just click
[09:43:27] associate new car, you pick the exact
[09:43:29] car you want, remember the VIN number,
[09:43:30] and then we're good to go. So if you
[09:43:31] have a car dealership, you could
[09:43:33] potentially have a bazillion different
[09:43:34] cars in here, Toyota, Ford, Honda,
[09:43:36] Ferrari, whatever, and then connect them
[09:43:37] to multiple contacts. So you can have
[09:43:39] owners of said contact. Again, it's just
[09:43:41] a bunch of data, which makes everything
[09:43:43] that much more powerful. So that is
[09:43:45] custom objects and associations in
[09:43:47] depth. The last thing I want to show
[09:43:48] you, which is really a bonus of this
[09:43:49] video, is the automation side of thing.
[09:43:51] This is where stuff gets absolutely
[09:43:54] absurd. So, if you come down to
[09:43:55] automations, you will see a different
[09:43:57] feature enabled only on the 497 plan,
[09:43:59] only for people that have created the
[09:44:01] custom objects. This is huge. It's like
[09:44:03] a new automation feature. It's amazing.
[09:44:06] So, if we come right in here to
[09:44:06] automation and we click create workflow.
[09:44:08] Look at that. Now, it has a custom
[09:44:10] object workflow as its own category. Not
[09:44:13] a recipe, not a start from scratch, but
[09:44:15] its own automation category. C. This is
[09:44:17] huge for go high level automations. So,
[09:44:18] we're going to do is we're going to
[09:44:19] click this right here, and I'm just
[09:44:20] going to walk you through what you can
[09:44:22] do with this. So, if you come into your
[09:44:23] automation and you click add new
[09:44:24] trigger, you'll see these two triggers
[09:44:26] added in, which is amazing. You won't
[09:44:28] see these. You can search them. They're
[09:44:30] not available. It's only in its own
[09:44:31] category. Now, what you can do is with
[09:44:33] car creator, car change. By the way, any
[09:44:34] custom object you have in here, you can
[09:44:35] now do a bunch of different stuff out of
[09:44:37] this. So, let's do car created. Okay?
[09:44:38] And you could add car is and we'll just
[09:44:41] do whatever you put in guys. Again, it's
[09:44:43] I don't know what you're doing, but you
[09:44:44] add in. So, you can say let's say a
[09:44:46] custom object gets created in high
[09:44:47] level. You can click the triggers and
[09:44:49] now you have car associated record,
[09:44:52] update car associate or clear all the
[09:44:53] fields, plus a bunch of other actions
[09:44:55] you can add in to make this go crazy.
[09:44:58] This is insane, guys. This means that
[09:45:01] with custom objects, you can create your
[09:45:02] own little workflow, tie it into a
[09:45:04] bigger workflow, and have super offers
[09:45:07] created, guys. I'm talking super offers.
[09:45:09] We've never seen this before, but this
[09:45:11] is crazy because if you have, let's say,
[09:45:14] an object that's created and Tim, the
[09:45:16] car owner, now owns it, you now could
[09:45:17] get him on maintenance because it's
[09:45:19] direct to Tim. It would be like, "Hey,
[09:45:21] Tim, your car, your VIN number, this,
[09:45:23] that, that, all this data, and then
[09:45:24] connect it right back to him and
[09:45:26] automate the system." Guys, the final
[09:45:28] point I'm going to say in all this and
[09:45:29] why this is so powerful, the
[09:45:31] automations, the custom objects, and all
[09:45:32] this stuff is for the first time, High
[09:45:34] Level now can create anything. Okay?
[09:45:36] Back in the day, you only were limited
[09:45:37] to to contacts, opportunities, and
[09:45:38] what's in the dashboard. But with custom
[09:45:40] objects, you now can really create any
[09:45:43] database you want. Custom objects are
[09:45:45] databases. It is now giving you a
[09:45:47] database to plug in to change the game.
[09:45:49] And now that they added this into
[09:45:51] automations, cuz this is a newer
[09:45:52] feature, you now can get that much more
[09:45:54] granular on creating custom object
[09:45:56] automations and tying them in high
[09:45:58] level, pretty much automating anything.
[09:46:00] But now since you can create things out
[09:46:01] of thin air, you can fully customize
[09:46:03] High Level and truly make it your your
[09:46:05] own CRM, which I'm telling you guys will
[09:46:07] make you a lot of money and save you way
[09:46:09] more time. Okay. Now, we have custom
[09:46:12] fields. So, all a custom field is is a
[09:46:15] field in go highle that is custom, which
[09:46:18] means it is something you make up. So,
[09:46:19] for example, if we come to a form, this
[09:46:22] is a regular field, first name, regular
[09:46:25] field. Now, a custom field on the other
[09:46:27] hand is a field you make up that you can
[09:46:30] add to forms, websites, email marketing
[09:46:32] campaigns, whatever you want to create.
[09:46:34] So, if you come in here and you're like
[09:46:36] creating a form for a competition, you
[09:46:38] could have first name, last name, and
[09:46:39] then you could add a custom field, which
[09:46:41] would be favorite Pokemon card or
[09:46:44] whatever. That way, you have extra
[09:46:46] flexibility over everything because
[09:46:47] every business is different. It's not
[09:46:49] just going to be first name, last name,
[09:46:50] email, address. There's going to be
[09:46:51] other fields involved. It may be
[09:46:52] favorite car. It may be EIN number, you
[09:46:55] know, whatever. Custom fields gives you
[09:46:56] that ability to create any sort of
[09:46:59] field. So, there's full customization
[09:47:01] here. And to add these, you just click
[09:47:02] add field. You pick how you want it. So,
[09:47:04] multi-line, number, whatever, which you
[09:47:06] can do single line. We're going to put
[09:47:07] that. We're going to click next. And
[09:47:08] then you're going to pick what you want
[09:47:10] to be called. So, we're going to do
[09:47:11] current car. Okay. This is just
[09:47:13] completely random. Then you can pick if
[09:47:14] it's connected to an object, a group,
[09:47:16] whatever you want. Okay. This could be
[09:47:18] current car cuz remember this right
[09:47:21] here, what I'm looking at is these
[09:47:23] things right here. It's the fields in
[09:47:24] there. So then you could click save. And
[09:47:26] now you have said custom field right
[09:47:29] down here which is current card. And you
[09:47:30] can add this anywhere you want. So let's
[09:47:32] refresh this and let's add this in.
[09:47:34] We're going to come right into custom
[09:47:35] fields. Okay. And we are going to find
[09:47:37] under contact. And look at that current
[09:47:39] car. We can just drop that in. Now they
[09:47:41] can put their current car in there. And
[09:47:42] we can configure anything else you want.
[09:47:44] This is important because it just gives
[09:47:46] you that much more flexibility to create
[09:47:48] anything for any business. That way you
[09:47:50] have every single data field because
[09:47:51] remember AI and all this stuff is going
[09:47:53] to be working off data fields. Isn't
[09:47:54] just magically know stuff and pull from
[09:47:56] the ether. It pulled from somewhere. So
[09:47:58] with this it will know exactly where
[09:48:01] it's coming from. That way you have full
[09:48:03] functionality everything. Now we have
[09:48:05] custom values which is awesome. This is
[09:48:07] one of the best parts about high level.
[09:48:09] A lot of other CRM don't do this. I do
[09:48:11] have full videos on custom fields and
[09:48:13] custom values on my channel if you want
[09:48:14] to go more in depth, but I'm just going
[09:48:15] to give you a quick teaser here because
[09:48:17] it's so important. And by the way, this
[09:48:18] is where you're going to be adding all
[09:48:20] of your custom values to your account.
[09:48:22] Custom values are placeholders that can
[09:48:24] be changed across the entire sub
[09:48:27] account. Let me show you what I'm
[09:48:29] talking about. So, custom fields are
[09:48:30] awesome on websites, but you can also
[09:48:32] use them on forms, funnels, email
[09:48:34] marketing campaigns, your entire sub. I
[09:48:36] mean, literally anything you can think
[09:48:37] of across all of this can be a custom
[09:48:40] value because what this is is the
[09:48:42] placeholder that changes anytime you
[09:48:44] edit that to save you a ton of time. So,
[09:48:47] I want to show you something really,
[09:48:48] really interesting. Okay, so what we're
[09:48:50] going to do is put in a picture custom
[09:48:52] field. That way, I can just show you how
[09:48:54] awesome this is. So, what we're going to
[09:48:55] do is we're going to come right here.
[09:48:56] We're going to click this right here and
[09:48:57] we're going to do get link. Okay, it's
[09:48:58] going to be my amazing face. Then, we're
[09:49:00] going to come back to custom fields.
[09:49:02] We're going to click add new custom
[09:49:03] value. We're going to do Declan's face.
[09:49:05] This is just an example to show you the
[09:49:07] power. Enter value. You're going to
[09:49:09] paste the value of things. So, like you
[09:49:11] said, I copied the link. If it's a
[09:49:12] calendar, you calendar the copy link. If
[09:49:14] it's an image, you copy that. If it's a
[09:49:16] word, you copy that. If it's a phone
[09:49:17] number, you copy that. It's the value.
[09:49:18] Then you click create. Now, what go
[09:49:20] Highle does on the other hand is they
[09:49:22] create the custom value for you, which
[09:49:24] is this right here. So, this right in
[09:49:27] here is now that picture of my face,
[09:49:30] these little words, and wherever I put
[09:49:31] that, it will pop. So I could have this
[09:49:33] in an email template. I could have this
[09:49:34] on a form. I could have this across go
[09:49:36] highle. And when I change this, it then
[09:49:38] will change across the board. This is
[09:49:41] how highle saves people so much time in
[09:49:43] snapshots is they just rig it and light
[09:49:45] it up with custom values. So you can
[09:49:48] just come right in here and change this
[09:49:50] and it works. So we're going to copy
[09:49:51] this right here. Okay. We're going to
[09:49:52] come right to this website and we're
[09:49:53] just going to add a couple things in.
[09:49:54] We're going to put this image right
[09:49:56] here. And in this image, what we're
[09:49:57] going to do is we're going to put the
[09:49:59] custom field. We're going to click this
[09:50:01] and we're going to put this image in
[09:50:03] right here. And we're just going to put
[09:50:05] custom field right in there. So once we
[09:50:08] have these, we're now going to save it.
[09:50:10] And then we're going to view this page
[09:50:12] to show you what I'm talking about
[09:50:13] because this is really interesting.
[09:50:14] Boom. My face twice. And if we come back
[09:50:17] here, okay, I don't know why it's saying
[09:50:18] broken image, but it's this custom value
[09:50:20] and we have it twice there. Remember,
[09:50:22] you can do this across the board. I can
[09:50:24] now change this without having to go on
[09:50:26] the website and change this in two
[09:50:28] different places. I can come right back
[09:50:30] in. I can click this right here, which
[09:50:32] will be edit custom value, and I can
[09:50:34] change said value. So, what we're going
[09:50:36] to do is we're actually going to change
[09:50:37] it to a t-shirt. So, we're going to get
[09:50:39] link. We're going to come right in here,
[09:50:40] and we're going to click paste, and then
[09:50:42] we're going to click update. And now,
[09:50:44] this is going to update the custom value
[09:50:47] wherever I put it. So, now that we have
[09:50:49] this, we're going to go back and check
[09:50:50] out the website. Boom. Look at that.
[09:50:53] It's now changed by just having that
[09:50:55] text. Imagine if this was phone numbers,
[09:50:57] if this was email addresses, if this was
[09:50:59] images across the website, across the
[09:51:01] marketing materials, across all of your
[09:51:04] GoHighle sub account, you could come
[09:51:06] right in here and as opposed to you
[09:51:08] having to go across all of Gohigh level,
[09:51:09] changing this, changing that, you could
[09:51:11] just change all of the values out and
[09:51:13] then your entire account is changed to
[09:51:14] match your business. You change it and
[09:51:16] then it's changed across the board. Do
[09:51:18] you see how much simpler and easier this
[09:51:20] is than anything else? It makes things
[09:51:22] so simple, especially for your clients.
[09:51:24] Because if you have a logo and say your
[09:51:26] client gets a logo change, you don't
[09:51:27] have to go across the website, across
[09:51:29] social media, across the forms, across
[09:51:30] the documents, across contracts, across
[09:51:32] everything. You can just come right in
[09:51:33] here and click change value and it does
[09:51:35] it for you across the entire sub
[09:51:37] account. It doesn't get any easier than
[09:51:39] that. So that is what custom values are
[09:51:42] and they're incredibly important. Again,
[09:51:43] on custom fields and custom values, I
[09:51:45] have a full video on my channel if you
[09:51:46] want to go even more in depth, but they
[09:51:47] are just so powerful and this is where
[09:51:49] you access them and go high level. Now
[09:51:51] we have managed scoring. This is an
[09:51:54] incredibly powerful part of Go Ohio that
[09:51:57] is also underutilized which is used for
[09:51:59] sales campaigns. The way this works is
[09:52:02] it keeps tabs, okay, an engagement score
[09:52:04] on each action that happens or each
[09:52:06] contact. So that way, let's say if you
[09:52:09] have the guy opens an email, he confirms
[09:52:11] an appointment, he gets a tag, he likes
[09:52:14] your post on social media, it gives him
[09:52:16] 50 points. Once 50 points hits it, then
[09:52:18] we'll send him an email. You can do all
[09:52:20] kinds of stuff with this, but let me
[09:52:21] just show you a little bit of So we can
[09:52:23] click draft publish. Let's add a new
[09:52:24] rule. If action is let's do payment
[09:52:26] received. He sends you a payment. Okay.
[09:52:29] You can do source and you can do is and
[09:52:32] we can do invoice. We can add 15 points.
[09:52:36] Okay. Save. Now the whole point of this
[09:52:39] is creating a point system on contact.
[09:52:42] So say if you have a big sales business,
[09:52:43] there's people coming in over here, over
[09:52:45] there. You create a point system, an
[09:52:48] engagement score to know where people
[09:52:50] are at in the sales process. So again,
[09:52:51] if they click your link, five points. If
[09:52:53] they book an appointment, eight points,
[09:52:55] whatever you want. Then it tallies up.
[09:52:57] Then you can use these scores to trigger
[09:53:00] automations and chat bots to start
[09:53:03] working. So once you have this and we
[09:53:04] go, okay, I like this. This looks cool.
[09:53:06] We then can hop on over automations and
[09:53:08] add this in. So when anytime someone
[09:53:10] hits the right score, which means that
[09:53:11] contact is up, think about it like
[09:53:13] you're warming up a lead. It then will
[09:53:15] trigger. Let me show you. So we come
[09:53:16] right into automations and we'd click
[09:53:17] engagement score. do score greater than
[09:53:21] and then we will do 75 and we'll click
[09:53:23] save trigger. Anytime someone gets a
[09:53:26] score over 75, we then could have it
[09:53:28] send SMS, send an email, send a
[09:53:30] notification, send a review request,
[09:53:32] whatever you want, you then can add that
[09:53:34] in, which is really, really cool because
[09:53:36] it just gives you that much more
[09:53:38] flexibility on your sales process. Are
[09:53:41] they a good lead? Are they a bad lead?
[09:53:42] Are they a person that accidentally
[09:53:44] clicked this? This right here,
[09:53:45] engagement scoring under manage scoring
[09:53:47] in your settings is how you figure this
[09:53:49] out. And it's all right in here. And you
[09:53:51] follow exactly as I said, and then you
[09:53:52] can add it some crazy automations and
[09:53:54] absolutely crush your sales process. So
[09:53:57] the first thing I want to do is break
[09:53:59] down what a domain is in as simple
[09:54:01] language as possible. So a domain really
[09:54:03] is just an identifier of your site. And
[09:54:05] subdomains and extensions are just basic
[09:54:07] ways to categorize your site. So a
[09:54:09] subdomain is anything that comes before
[09:54:13] the name which is the domain. So you
[09:54:15] could have courses high level, you could
[09:54:17] have help high level, you could have
[09:54:19] happiness or whatever you want. You can
[09:54:21] put the subdomain first. Okay? And then
[09:54:23] that will be added in and that's a
[09:54:25] subdomain. You can change that multiple
[09:54:26] times for a domain. Okay? But you can't
[09:54:28] have multiple domains for a subdomain.
[09:54:29] But you can have multiple subdomains for
[09:54:30] a domain. A domain is the thing itself.
[09:54:33] So go highle Declan the wizard,
[09:54:35] Amazon.com. It's just going to be the
[09:54:37] name of the thing. Then the extension is
[09:54:39] the last part which is com.co.ai,
[09:54:43] whatever you want, you can slap that in
[09:54:44] there. So that is essentially what a
[09:54:46] domain is. If you guys have any
[09:54:48] questions at all, drop them down in the
[09:54:49] comments and I'll answer as fast as
[09:54:50] possible. Now, we're going to go into
[09:54:52] setting up domains, transferring them,
[09:54:54] and doing all this other stuff so you
[09:54:55] can get everything you want in Highle
[09:54:57] live ASAP. So to access domains and that
[09:55:00] whole part inside of High Level, you're
[09:55:01] going to come into your sub account.
[09:55:02] You're going to go right down to
[09:55:03] settings and you're going to scroll to
[09:55:05] domains and URL redirects. Don't worry,
[09:55:07] we will cover URL redirects after we
[09:55:09] cover domains. So in here you will see
[09:55:12] three different options. Okay, number
[09:55:14] one, you can purchase a domain. So that
[09:55:17] is buying and acquiring a domain. Number
[09:55:19] two, you can transfer a domain which is
[09:55:21] bringing in from GoDaddy, Namecheep,
[09:55:22] Squarespace, wherever you have it. You
[09:55:24] can plug it into High Lee. Then number
[09:55:25] three, we have connecting a domain,
[09:55:27] which is where it will stay on another
[09:55:29] register, but it'll be connected to High
[09:55:31] Level so you can use it. And we're going
[09:55:32] to go over all three. So first up, we
[09:55:35] are going to purchase a domain. So,
[09:55:37] you're going to click that button.
[09:55:38] You're going to come right in here and
[09:55:38] you're going to type in the name of the
[09:55:40] domain you want. So, what we're going to
[09:55:42] do is we're going to do Declan the
[09:55:45] Wizard. Then, we're going to do because
[09:55:47] you can put in your extensions. We're
[09:55:49] going to click search. Remember the
[09:55:50] extension we talked about that earlier.
[09:55:52] And you can see, huzzah, it's available.
[09:55:54] How cool is that? But you can also see
[09:55:55] down here all the other options with the
[09:55:58] other extensions. So, do com, we have
[09:56:00] me.org.te. I mean, you see it just goes
[09:56:02] on with a bunch of random stuff. Is
[09:56:04] pretty much the standard. it's the best.
[09:56:05] But you can always get other ones like
[09:56:07] Aai or stuff like that. And to do that,
[09:56:09] you would just come in here and say, I
[09:56:10] want AI if it's not available. Um, and
[09:56:13] then you search that and then you will
[09:56:15] see right there. So that's kind of
[09:56:17] expensive. So you see how the prices
[09:56:19] kind of change for certain stuff. AI is
[09:56:21] hot right now, so it costs a little
[09:56:23] more. Um, but basic things are all
[09:56:25] pretty much the same price per year.
[09:56:27] They're not per months, per year. So
[09:56:28] it's like 12 bucks a year for most
[09:56:30] domains, which is really cheap. So then
[09:56:32] we picked the exact one we wanted, which
[09:56:33] was do. So, we're going to search this.
[09:56:36] Then, we're going to come right in here.
[09:56:37] We see, okay, this looks good. And we're
[09:56:38] going to click buy. Now, this is what we
[09:56:41] want to do. We want to be very careful
[09:56:42] because they have a lot of add-ons here,
[09:56:45] okay? Because you see right here, it
[09:56:46] says protect your brand from
[09:56:48] competitors. You don't need all those.
[09:56:50] Now, you could if you wanted, if you
[09:56:51] really think it's important, but you
[09:56:52] want to uncclick these. And you see how
[09:56:54] the price goes down. And then you would
[09:56:56] pick it for how long you want it. So,
[09:56:57] for SEO purposes, the longer you have
[09:56:59] it, it does help a bit. But if you're
[09:57:01] just testing out, get it for one year
[09:57:02] and it's $12 for the entire year. Then
[09:57:06] from there, you come right in here and
[09:57:07] you click agree. And then you click pay
[09:57:10] $12. And then you will now have the
[09:57:12] domain. Once it goes through, it'll go
[09:57:14] through the loading screen. It'll show
[09:57:15] you that you have it. You then can come
[09:57:17] right back here and you will see your
[09:57:19] domain popped up. Now, real quick,
[09:57:21] because I want to cover everything. If
[09:57:22] you don't see a way to purchase a domain
[09:57:24] in here, and you're like, "Where is it?
[09:57:25] It's not on my screen, but it's on
[09:57:27] Declan's." Go back to agency view, okay?
[09:57:29] which is this side. Come down to
[09:57:31] settings and go to domain purchase. And
[09:57:34] then here you can toggle it on or off
[09:57:36] for your accounts. Then that's how it's
[09:57:38] going to pop up. So make sure you do
[09:57:40] that if you don't see it. Very very
[09:57:42] important. We'll get into rebuilding
[09:57:43] later so don't worry about that. Okay.
[09:57:45] So that's how we purchase a domain.
[09:57:47] That's how you buy it. So very simple.
[09:57:49] Okay. We have transfer in a domain which
[09:57:51] is a little more complicated. This is
[09:57:53] how we're going to take a domain from
[09:57:55] GoDaddy, names, wherever and bring it
[09:57:58] into high level. So it's now officially
[09:57:59] in high level forever. So let's come in
[09:58:02] here and we're going to transfer this
[09:58:03] domain right in here. So you put in
[09:58:05] whatever domain you want to move from
[09:58:06] your other extension. So we're going to
[09:58:07] do this. We're going to click continue.
[09:58:09] Then right here it's going to
[09:58:10] immediately identify the domain where
[09:58:12] it's from the current registration all
[09:58:14] that extra stuff the price which is
[09:58:15] really cool. So it immediately has that.
[09:58:16] So then we're going to click continue.
[09:58:17] So then you have two different options.
[09:58:19] You can upload the DNS zone file which
[09:58:21] you're going to need to or you can scan
[09:58:23] the records which is going to go through
[09:58:25] and scan it. Now, every domain register
[09:58:27] is a little different, okay? I'm going
[09:58:29] to show you the basics on GoDaddy
[09:58:31] because that's what I use, but it's
[09:58:32] going to change depending on what you're
[09:58:34] doing, okay? Cuz different register, but
[09:58:36] it's all in the same place. It's DNS
[09:58:38] manage. It's the same rubric, so to
[09:58:41] speak. So, then you'd come into GoDaddy,
[09:58:42] whatever you're using, okay? Go to DNS,
[09:58:44] come right down here, click actions.
[09:58:47] Again, you can just chow GBT this if
[09:58:48] you're trying to find stuff, but you
[09:58:49] would just click export zone file, and
[09:58:52] it's going to download it. And then you
[09:58:53] come right in here, you click upload,
[09:58:55] and you upload that exact file that just
[09:58:57] went in. So very simple, you can do that
[09:58:59] or you can click the scan records, which
[09:59:01] is going to go through and just scan the
[09:59:03] current DNS records to make sure
[09:59:04] everything is good. Okay, from there we
[09:59:06] go. Yay, these are all awesome. You
[09:59:08] check it. If you like it and everything
[09:59:11] is the way you want it to be, remember,
[09:59:12] you can always use chat GBT to find
[09:59:14] exactly where this stuff is cuz it
[09:59:16] always changes. We come right down here
[09:59:17] once we like the way everything looks
[09:59:18] and we're going to click I confirm and,
[09:59:20] you know, cross checked and all this
[09:59:22] other jazz. Then we're going to click
[09:59:23] continue. Then what you're going to do
[09:59:24] is you're going to come right in, go to
[09:59:26] your domain, scroll down, click transfer
[09:59:28] new register. It'll be right under your
[09:59:30] domain and whatever server you have. You
[09:59:31] just click it. Scroll to the bottom and
[09:59:33] you'll see transfer domain. Once you
[09:59:34] come in here, you click continue. Okay?
[09:59:37] And then right here, what you're going
[09:59:38] to get is you're going to get here to
[09:59:40] get your authorization code. Then we're
[09:59:42] going to click it and then you're going
[09:59:43] to take this. You're going to copy it.
[09:59:46] You're going to come right back in here
[09:59:47] and you're going to paste this code
[09:59:49] right in here. Then you're going to
[09:59:50] click confirm and finalize transfer. And
[09:59:53] then right in here, you're going to go
[09:59:54] through waiting a pending approval and
[09:59:56] then you're good to go. So you just have
[09:59:57] to follow this process. It is a bit
[09:59:59] tricky to find that EP code, okay? Which
[10:00:02] is the thing we just did. So what I
[10:00:03] recommend you do since every domain
[10:00:04] register is different is you go to
[10:00:06] ChadBt and you figure out where to find
[10:00:08] the E code. Watch our video on it
[10:00:10] because everyone is different and it
[10:00:11] changes. It's roughly always in the same
[10:00:13] place, which is when you transfer a
[10:00:14] domain, it'll be right under there. So
[10:00:16] that's relatively easy, but it depends
[10:00:18] on what you're doing. or you can drop a
[10:00:19] comment down below and I'll try to help
[10:00:21] aid you through it. It is relatively
[10:00:22] easy. You just got to find it. So once
[10:00:24] we're there, we just wait and make sure
[10:00:26] everything is good and make sure your
[10:00:27] domain is good. Once it is approved
[10:00:29] though, we would go back to domains and
[10:00:31] you would see it just like this right in
[10:00:33] here and it's ready to go. This has not
[10:00:35] been fully done because it has to be
[10:00:37] approved and we have to go through on
[10:00:38] the other side of GoDaddy. But from
[10:00:39] there we are then good to go and it's in
[10:00:42] our account. So now we move on to the
[10:00:44] last part with the domains which is
[10:00:45] connecting a domain. So this is just
[10:00:47] bringing a domain in here. It's not
[10:00:49] transferring. It's adding in a high
[10:00:50] level so you can use it for other
[10:00:51] things. And you can pick exactly what
[10:00:53] you want it to connect to. But for right
[10:00:55] now, we want to just connect it and
[10:00:56] bring it in. So what we're going to do
[10:00:57] is we're going to come back into
[10:00:59] GoDaddy. Okay, we're going to copy and
[10:01:01] paste the domain or you can just type it
[10:01:02] in just like that. We're going to come
[10:01:04] right in here. We're going to click
[10:01:05] paste and then we're going to click
[10:01:07] continue. From here, because it's with
[10:01:09] GoDaddy, you can just click continue and
[10:01:11] it's going to do it automatically, which
[10:01:13] is really cool. Now, you might have to
[10:01:15] change some stuff, but manually it's
[10:01:16] just going in and tweaking it the other
[10:01:18] way, which is adding in records. So,
[10:01:20] then we click authorize domain. Once
[10:01:22] that looks good, we click connect. Then
[10:01:24] it will say David's Plumbing Sons is now
[10:01:26] a lead connector domain. So, we come
[10:01:28] back here. We wait for this to
[10:01:29] authorize. Sometimes it doesn't go
[10:01:30] through, but if it never does, it's
[10:01:32] because of the DNS records aren't
[10:01:34] properly configured, which there's a way
[10:01:35] to add it manually, which when you click
[10:01:38] it, it'll tell you exactly what to add.
[10:01:40] So, that's how you connect the domain.
[10:01:41] Now, just to give you a quick update on
[10:01:44] the manual version, we come in here, we
[10:01:46] paste this right here, we click
[10:01:47] continue, you just click this right
[10:01:49] here, and you click add records
[10:01:50] manually, and it tells you exactly what
[10:01:52] to add, and you just add them into the
[10:01:55] DNS records. You create the A record,
[10:01:57] you create the host, the required value,
[10:01:59] and then you are good to go. And if you
[10:02:01] want to take an even step further, if
[10:02:02] it's confusing, I will just quickly show
[10:02:03] you. So, we have a record. You would
[10:02:05] come in, you would click add new record,
[10:02:07] you would choose a very simple, you
[10:02:09] follow record a host. We come in here.
[10:02:11] We go name which is that is the host
[10:02:13] which we would put is at. We do at and
[10:02:16] then you come right in here and you type
[10:02:18] this exact code. Okay. And you'd paste
[10:02:20] it right here which is the value and
[10:02:22] then you click save. So that's how you
[10:02:23] do it manually. And guys I'm just
[10:02:24] showing you but it's so simple. You just
[10:02:26] go uh okay record. Cool. And you just
[10:02:29] add it add. And the next one would be
[10:02:30] Came. So you come and you'd add another
[10:02:32] record and you call it CNAME. Very
[10:02:33] simple. It doesn't get any easier than
[10:02:34] that. But that's how you would do it
[10:02:36] manually if it doesn't properly go
[10:02:38] through. So that's just to show you to
[10:02:39] make sure you have it. Again, any
[10:02:40] questions you have, drop them down
[10:02:41] below. So now, once you have your domain
[10:02:43] connected in here, there's a couple
[10:02:45] really important things to note. If
[10:02:46] you've transferred a domain, which we
[10:02:48] technically did, but it takes a while to
[10:02:50] get here, so we have to go through the
[10:02:51] approval, but we haven't done that. We
[10:02:52] followed all the steps. We could click
[10:02:53] approval. I don't want this domain here.
[10:02:55] This is just a test. If you connect it,
[10:02:57] what we just did via your other domain
[10:02:59] register, not okay transferring, you
[10:03:02] will not be able to access the DNS. So
[10:03:03] if you own the domain or you've fully
[10:03:06] transferred it, when you click manage,
[10:03:07] you will be able to access the DNS
[10:03:08] records in here. If you have just
[10:03:10] connected it, you still have to go
[10:03:12] through your other register like GoDaddy
[10:03:14] to access the DNS. So that's a really
[10:03:16] important fact to know. And again, when
[10:03:17] you click manage, you'll see it here,
[10:03:18] but you also see what it's connected to.
[10:03:21] So this is not connected to anything,
[10:03:22] but you can see, oh wow, it's connected
[10:03:24] to this, connected to that. And then you
[10:03:25] can click connect and add it into your
[10:03:27] email, WordPress, all that stuff, which
[10:03:28] we're going to get into a sec. But just
[10:03:30] to let you know, you click manage and
[10:03:31] that's how you would see where it's at.
[10:03:34] So that kind of gives you a full scope.
[10:03:35] So you can always come back here to
[10:03:37] domains and URL redirects and you can
[10:03:38] have access to this so you can edit it.
[10:03:40] Okay. So now it's time to show you how
[10:03:42] to connect this to a website, a funnel,
[10:03:45] a community, whatever you want. So to
[10:03:46] connect a website or really anything you
[10:03:48] want, you can just come right into
[10:03:49] manage and click connect. And right
[10:03:51] here, it's going to show you all the
[10:03:52] different options you get. So to connect
[10:03:54] a website, you come right here, click
[10:03:56] connect email. You just follow the
[10:03:57] steps. I mean, it's so easy that you
[10:03:59] just click and follow along. Like, for
[10:04:00] example, client portal. If you want to
[10:04:02] access the courses, you click connect
[10:04:04] and it's going to take you to the client
[10:04:05] portal side. Then you just put in your
[10:04:07] domain right here and click add domain
[10:04:08] and then you're good to go. It's so
[10:04:10] straightforward. It tells you exactly
[10:04:11] what to do and that's how you can
[10:04:12] connect it to multiple different things.
[10:04:14] Now, there is another way to connect the
[10:04:15] websites. Now, the easiest way is what I
[10:04:16] just showed you where you go in and you
[10:04:18] click connect website. But if you come
[10:04:19] in here and let's say we like Declan
[10:04:21] Snapshot under funnels, we can just
[10:04:22] click edit right here. Okay? Then we can
[10:04:24] click settings. Then we can also click
[10:04:27] domain and just click it. Come down and
[10:04:29] click save. And then you have a domain
[10:04:31] added in just like that. And you can do
[10:04:32] the same thing right up here in
[10:04:34] websites. If we say, okay, we want
[10:04:35] Novash real estate. We're going to click
[10:04:37] this right here. Go right to settings.
[10:04:39] Click domain. Click it and you're good
[10:04:42] to go. So that is another way to add it
[10:04:44] just to let you know. So it's very
[10:04:45] simple guys. It's extremely
[10:04:47] straightforward. I mean anyone can do
[10:04:49] this. Highle makes it so easy. And if
[10:04:50] you guys have any questions, drop a
[10:04:51] comment down below so I can guide you.
[10:04:53] But that way immediately when you come
[10:04:54] in, you can come in and you can start
[10:04:56] adding your domain to your websites and
[10:04:58] make everything live very very quickly.
[10:05:00] Okay. So, one of the last things I want
[10:05:02] to show you before we jump into URL
[10:05:03] redirects is a sneaky little way to make
[10:05:05] extra money and that is rebuilding on
[10:05:08] your domain. So, if you come to agency
[10:05:09] view and you click into a sub account,
[10:05:12] okay, that you own and control and guys,
[10:05:14] this is on the 497 plan, but if we come
[10:05:16] right in here to rebuilding, you can
[10:05:18] actually come down and you'll see domain
[10:05:20] purchase. So, if you click this, guys,
[10:05:22] again, $4.99 plan, got to have that one.
[10:05:24] But you can actually mark up the price
[10:05:26] when someone buys a domain, so you're
[10:05:27] making a little extra money. Now, this
[10:05:29] is really great if they're going to be
[10:05:30] buying domains through your account
[10:05:32] anyway. Again, you don't want to make it
[10:05:33] absurd. You obviously want to tell them,
[10:05:35] but you can have them buy a domain and
[10:05:37] then you can charge them an extra $2.
[10:05:40] So, every year you're making that extra
[10:05:41] two bucks. Doesn't seem like a lot, but
[10:05:42] when you got hundreds of sub accounts,
[10:05:44] rebuilding adds up really quickly. So,
[10:05:45] that's how you would come in and you
[10:05:47] would add the rebuilding side of things.
[10:05:49] You can just play with this however you
[10:05:50] want. Obviously, I always tell people be
[10:05:51] transparent, but you can dial in exactly
[10:05:54] how much you want to charge for them to
[10:05:56] buy domains under you. And guys, really
[10:05:57] great way to make some extra money.
[10:05:59] Again, done. I know it doesn't seem like
[10:06:00] a lot, but all of this rebuilling, it
[10:06:01] adds up drastically. And if you are
[10:06:04] interested in rebuilding, you're like,
[10:06:05] "That's awesome." Watch the video on my
[10:06:06] channel that goes in depth on that cuz
[10:06:08] this is a game changer if you are an
[10:06:10] agency. All right, so now that you
[10:06:11] understand everything about domains in
[10:06:13] high level, how to transfer, connect,
[10:06:15] buy, all that good stuff, we now want to
[10:06:17] go into URL redirects. This is an
[10:06:20] awesome feature. This can be very handy.
[10:06:21] All this does is when someone types in
[10:06:23] your URL, so ww.declanisamazing.com,
[10:06:27] it then could send them to amazon.com or
[10:06:29] whatever. It can just redirect them to
[10:06:30] another URL. So to do a URL redirect,
[10:06:33] we're going to click add a redirect.
[10:06:34] You're going to select the exact domain
[10:06:36] you want in your account. Remember, you
[10:06:38] can have multiple domains in your
[10:06:39] account. You're going to click this
[10:06:40] right here or whatever domain you want.
[10:06:41] Then you're going to put in the path.
[10:06:43] The path is what comes after this. Now,
[10:06:45] technically, you could just have it
[10:06:47] right after, but that would be really
[10:06:48] bad because then your website's going to
[10:06:50] another website, which you could do with
[10:06:51] a regular domain, but you want to add a
[10:06:53] path. So, we're going to do slash money.
[10:06:55] Okay, just say we created that extra
[10:06:57] path, which you just create through a
[10:06:59] website page. And then you're going to
[10:07:00] want URL as the redirect type. Then,
[10:07:02] we're going to put in the target URL.
[10:07:04] So, what's the target URL going to be?
[10:07:06] It's going to be matrimon.com.
[10:07:09] So, now check this out. Anytime someone
[10:07:10] types David Plumbing/money in, it's
[10:07:13] going to go right to here. So, let's
[10:07:15] experiment. Okay, so what we're going to
[10:07:16] do is we're going to come right over
[10:07:17] over to Google. We're going to type in
[10:07:19] this right here. Then we're going to do
[10:07:21] slashmoney.
[10:07:22] Actually, you know what's even better?
[10:07:24] Let's just put this right up here. We're
[10:07:26] going to click enter. Look at that. It
[10:07:28] now goes ching to a different URL by
[10:07:30] just typing in that one thing. So, it's
[10:07:32] super cool, guys. You can do that with
[10:07:34] really any URL you're trying to shift
[10:07:36] to. And this can be really handy if you
[10:07:37] have multiple domains that you want
[10:07:39] pointing to one website. You can
[10:07:41] increase your traffic like crazy. So
[10:07:43] guys, that's how you do URL redirects. I
[10:07:44] showed you, I typed in for you, I proved
[10:07:46] it for you. It's awesome. I definitely
[10:07:48] recommend you play with it because it is
[10:07:50] something that add a lot of extra
[10:07:51] traffic and make things much smoother in
[10:07:53] your process. And it's one of those
[10:07:55] little features in High Level that a lot
[10:07:57] of people don't use or know about. And I
[10:07:58] just showed you how to use it. So make
[10:08:00] sure you utilize it. Now we move on to
[10:08:02] URL redirects. So all your redirect is
[10:08:04] is when someone types in ww, you know,
[10:08:07] declines.com, it then quickly routes
[10:08:09] them to another URL. Very simple, very
[10:08:12] straightforward. You pick the exact
[10:08:13] domain you want to use, your path, how
[10:08:15] you want to redirect. I have full videos
[10:08:16] on my channel, and then your target URL.
[10:08:18] And all this is going to do is it's
[10:08:20] going to take one URL, and immediately
[10:08:22] send it to another URL. Very simply,
[10:08:25] very straightforward. And this can be
[10:08:26] great if you don't want people going to
[10:08:28] a site or you have an old website or
[10:08:31] another domain. Say you have
[10:08:33] David'splumbing sons.com and then you
[10:08:35] have David'splumbing.com, but you're
[10:08:37] only using one for website. You could
[10:08:38] use that other domain and just route it
[10:08:40] straight back here. Actually, this is
[10:08:41] what a lot of people do. It's kind of a
[10:08:43] sneaky SEO strategy. You get a bunch of
[10:08:45] domains that are similar to one business
[10:08:46] and then you just use redirects sending
[10:08:48] them all back to one primary domain. So,
[10:08:50] you just all of the traffic. So, that is
[10:08:52] a primary thing that URL redirects are
[10:08:54] for. It's very simple. You just click
[10:08:56] add a redirect. You pick the domain. You
[10:08:57] pick the exact path, the redirect type,
[10:08:59] and then you put in where you want it to
[10:09:01] go and then you have a redirect. Now, we
[10:09:03] move on to integrations. So this is just
[10:09:06] adding any sort of third-party indigo
[10:09:08] high level. Okay, Google calendar,
[10:09:10] social media, QuickBooks, Wave, any of
[10:09:12] this stuff, Shopify, you just click
[10:09:14] connect and you follow the instructions.
[10:09:16] That way you can plug in your third
[10:09:18] parties in here. I see so many issues
[10:09:20] with this thing because people are in
[10:09:22] the main sub account. It's because it's
[10:09:24] right in integrations and it's how you
[10:09:26] add it. You also have all kinds of stuff
[10:09:28] with Facebook, LinkedIn, and Tik Tok ads
[10:09:30] in here for field mapping and a bunch of
[10:09:31] other stuff. So integrations is where
[10:09:33] you're going to go to connect any other
[10:09:35] service into go high level. Then we have
[10:09:37] private integrations. This is for
[10:09:39] developers trying to add like customized
[10:09:41] stuff in here. It's a little different.
[10:09:43] This is more in depth. But if you are a
[10:09:45] developer or coder and you want to add
[10:09:48] really in-depth things into go high
[10:09:49] level, this is where you do it under
[10:09:51] private integrations under settings.
[10:09:53] Then we have conversational providers.
[10:09:55] So this is where you'll see all of the
[10:09:56] providers for SMS or email gateway. So
[10:10:00] special like added on features that
[10:10:01] aren't in here so far for SMS and email
[10:10:04] they would be in here in conversational
[10:10:06] providers tags very important this is
[10:10:09] where all of your tags on go high level
[10:10:10] be if you don't know what a tag is it is
[10:10:12] a way to differentiate contacts by
[10:10:15] tagging them so it can be hot lead cold
[10:10:17] lead happy leads and that way wherever
[10:10:19] you are in go high level we can go into
[10:10:21] contacts we can go anywhere you can add
[10:10:24] tags to people tags are incredibly
[10:10:26] important it is a way to tag leads and
[10:10:29] differenti enchant them and it can be
[10:10:30] whatever you want it to be but these
[10:10:32] separate people and make sure you're
[10:10:33] labeling people correctly. So like hot
[10:10:35] lead, Google review given. It just gives
[10:10:37] the database a little more functionality
[10:10:39] to pick what's what. So it makes sense.
[10:10:41] So I want to show you how this works. So
[10:10:42] we click new tag. Let's just do sold
[10:10:45] lead. So once we click create, what we
[10:10:47] can do is we can then add this to any
[10:10:49] contacts or in automations so that from
[10:10:51] now on anytime someone is sold, they
[10:10:53] have this lead put on. We can click this
[10:10:55] contact right here and then we can click
[10:10:57] add tags and then we can click the exact
[10:10:59] tag we want. So once we have your tag,
[10:11:01] we can add them to any contact. We just
[10:11:03] click add tags. Okay, we'll just do test
[10:11:05] and then we can pick. Okay, let's do the
[10:11:07] one we just created. And then once we
[10:11:09] click add tags, you'll see look at that.
[10:11:11] You now see him tagged with sold leads.
[10:11:13] So in case you're still not sold on
[10:11:15] tags, they're used for pretty much
[10:11:17] everything in go high level as far as
[10:11:19] distincting contacts. So like for your
[10:11:21] sales process, for automations, it's a
[10:11:23] way to segment people based on actions
[10:11:25] they create. It's kind of manage
[10:11:26] scoring, but combining those you get all
[10:11:28] the data points you need on any contact.
[10:11:30] That way when you do this, you'll
[10:11:32] properly be segmenting people. If you
[10:11:34] have people that are sold and you don't
[10:11:35] tag them and you continue to message
[10:11:37] them the same thing in an automation
[10:11:39] that goes by, they already sold. It's
[10:11:41] just going to annoy them. But if you can
[10:11:43] tag them with sold, it will remove them
[10:11:44] from the workflow and then customize it
[10:11:46] like that and then everyone is happy. So
[10:11:48] that is tags and again you can create as
[10:11:51] many as you want by clicking this and
[10:11:52] following that exact process. Then we
[10:11:54] have labs. Super underutilized. I swear
[10:11:57] so many people have no idea this exists.
[10:11:59] I'll bring this up with people and
[10:12:00] they're like what's labs? And they just
[10:12:02] don't know. So labs is a way for you to
[10:12:04] test new features inside of go high
[10:12:06] level. It is awesome. And all you have
[10:12:08] to do is find exactly what you want and
[10:12:10] click enable and it will then enable
[10:12:11] this feature in your sub account. This
[10:12:13] is beta features that have not yet been
[10:12:15] released. This is how you test the
[10:12:17] newest and coolest things in Go Highlo.
[10:12:20] It's right in here. And oftent times
[10:12:22] they will release stuff like 2 months
[10:12:24] before enabling in 129 days. Guess what?
[10:12:28] You can test it in the meantime and you
[10:12:30] can play with it. How awesome is that?
[10:12:31] Like so awesome. And you can just turn
[10:12:33] it on and that way you get access to
[10:12:35] these features that aren't yet out. So a
[10:12:37] big one big one right now is appointment
[10:12:39] booking for AI Voicebot. You can
[10:12:41] literally turn this on and start booking
[10:12:43] appointments with the AI voice agent.
[10:12:44] This was not like this forever for AI
[10:12:46] voice agents. And you can enable this
[10:12:49] before it goes live in 20 days. And
[10:12:50] people like it can't buck calls like
[10:12:52] it's been able to do this for a while if
[10:12:54] you knew what labs were. So labs again
[10:12:56] is just a way where you can preview and
[10:12:58] try go high level's newest and greatest
[10:13:00] inventions. And I'm telling you oftent
[10:13:02] times it keeps you ahead of the curve
[10:13:03] because stuff like this 121 days it
[10:13:05] takes a long time for some of this stuff
[10:13:06] to release but you can have it months
[10:13:09] before. Now we go into audit logs. So so
[10:13:11] cool. This is where you will see every
[10:13:13] single action that is done in a sub
[10:13:16] account. Audit logs are incredibly
[10:13:17] important for seeing what got done and
[10:13:19] what didn't get done. That way you can
[10:13:21] check on your employees, your VAS, your
[10:13:22] making sure people are doing their work
[10:13:23] because it will show you every single
[10:13:25] thing that's happened. And what's funny
[10:13:27] about this is it'll also show you who
[10:13:29] did what if someone messed something up.
[10:13:31] So people like, I didn't delete the
[10:13:32] website. It'll literally say the user
[10:13:34] deleted the website. That way you have
[10:13:36] complete surveillance of your sub
[10:13:38] account. So you can see every single
[10:13:40] movement that has happened in your sub
[10:13:42] account. So very important, very very
[10:13:44] cool. It's just a great way to see
[10:13:46] everything that's done. Hence why it's
[10:13:47] called audit logs. Then we have brand
[10:13:49] boards. Okay, so this Ali brand board is
[10:13:51] a pre-built out brand board with colors,
[10:13:54] logos that you can apply to email
[10:13:57] templates, you can apply to websites and
[10:14:00] whatnot. So we'll click add design kit.
[10:14:01] You can pick exactly how you want this
[10:14:03] to look. We'll do the earth one. We'll
[10:14:04] click continue. And then right in here,
[10:14:06] you pick your logo, you pick your
[10:14:08] business colors, whatever you want. You
[10:14:10] click set. And what this then allows you
[10:14:12] to do is anytime you're on a website,
[10:14:13] you can click brand colors, and it will
[10:14:15] just put these brand colors across your
[10:14:17] website. This can be incredibly useful
[10:14:20] if you are constantly trying to make
[10:14:21] stuff look like your brand with your
[10:14:23] special color, your special logo, your
[10:14:25] special font that you use. This is where
[10:14:27] you'll add that. And then you have brand
[10:14:29] voice, which is pretty cool, which is
[10:14:31] just your tone and message and whatnot.
[10:14:33] These things will just make it a lot
[10:14:35] easier you to quickly edit stuff if you
[10:14:37] want everything matching your brand. So
[10:14:40] please, if you're interested, go check
[10:14:41] out that video because it goes way more
[10:14:42] in depth. So last but not least, we have
[10:14:43] companies and watch this. When we click
[10:14:45] companies, it goes right up to custom
[10:14:47] objects. Okay, I highly recommend you go
[10:14:49] watch that custom objects video because
[10:14:50] it's really important because it goes
[10:14:52] really in depth on this, but companies
[10:14:54] are just a way to add businesses within
[10:14:57] your sub account in contact. So, like
[10:14:59] you're working with Jerry's plumber,
[10:15:01] David's plumber, and Bill's plumber. All
[10:15:03] of those people can be companies
[10:15:05] underneath a business. That way, you can
[10:15:07] then create this company is in control
[10:15:09] of Jerry. You basically can decide where
[10:15:11] you want that to go. And that's all
[10:15:13] companies is is just adding it in like
[10:15:15] that. And your features are like that.
[10:15:17] So, I really recommend you watch the
[10:15:18] custom objects video because it goes
[10:15:20] over associations with objects. It's way
[10:15:23] more in depth. I'm not going to put that
[10:15:24] in here, but just know that's where you
[10:15:26] would add the companies, even though it
[10:15:27] goes right back up to there. So, that's
[10:15:29] really the settings in a nutshell. It's
[10:15:31] where you access the fine-tuned stuff.
[10:15:33] Please, if you have any questions on any
[10:15:35] of this, please drop a comment down
[10:15:37] below. I really am telling you from the
[10:15:38] bottom of my heart, you need to go
[10:15:40] through this and you need to learn this.
[10:15:41] You need to watch this video three,
[10:15:42] four, five, six, seven, eight times if
[10:15:44] you have to. This will make everything
[10:15:45] come together because it's these little
[10:15:47] settings and these little tweaks that
[10:15:48] you can make in here that make the
[10:15:50] entire sub account work that much
[10:15:52] better. So this is agency view and go
[10:15:55] high level. And if this doesn't make
[10:15:56] sense to you, let me quickly break down
[10:15:58] the difference between agency view and
[10:16:00] sub account view in go highle. So this
[10:16:02] is agency view. It's what we just looked
[10:16:04] at. Okay. And this controls
[10:16:07] sub account view which is the business
[10:16:10] view of go highle. So again, this is
[10:16:14] agency view. This is sub account view.
[10:16:16] The agency view creates the sub account
[10:16:18] view. This is where most of your work
[10:16:20] will be done right in here because this
[10:16:22] is how you build out websites and all
[10:16:24] this other stuff. It's right in here.
[10:16:26] But if you look in here, this is
[10:16:28] basically where you create it. And
[10:16:29] there's a lot of mix-ups like what is
[10:16:30] this dashboard I'm looking at? This is
[10:16:32] where you configure all the settings.
[10:16:33] Now, one thing I want to be very clear
[10:16:35] about, the agency view really comes in
[10:16:38] clutch and really powerful when you have
[10:16:40] the 497 account. Otherwise, if you're on
[10:16:43] the other two plans, this is really all
[10:16:46] that matters because here's what
[10:16:47] happens. You get access to the SAS
[10:16:50] configured. And by the way, this is the
[10:16:51] 497 plan. Everything else is the same
[10:16:53] except the SAS configure and some of the
[10:16:54] reselling. The SAS configurator is so
[10:16:56] powerful and that's what we're going to
[10:16:57] be going over today. But that's really
[10:16:58] how it works. This controls this and
[10:17:02] this creates that. So now that you
[10:17:04] understand that, let's go through what
[10:17:06] all of this means. So you can be an
[10:17:08] absolute go highle pro. Now I'm telling
[10:17:10] you guys right now before we jump in, I
[10:17:12] see so many people that come on the high
[10:17:15] level that have no clue how to do this.
[10:17:17] They have no idea what any of this does
[10:17:18] and this is always kind of like
[10:17:19] confusing to them. Once you understand
[10:17:21] agency view, especially if you're on the
[10:17:23] 497 plan, you will be so much better at
[10:17:26] mastering high level. Let's jump right
[10:17:28] in. So, the first thing I want to
[10:17:29] explain is the switcher, and that is
[10:17:31] this right here. All this does is switch
[10:17:34] between agency view and sub account. So,
[10:17:36] you click in and you'll see a list of
[10:17:38] all your sub accounts right here. You
[10:17:39] can search for your sub accounts. Okay?
[10:17:41] So, you type in, let's say, Ryan's
[10:17:44] roofing and that would pop up. And if
[10:17:45] you have a ton of sub accounts, this
[10:17:46] search is so handy. And then right here,
[10:17:48] you can pin sub accounts. So, if you
[10:17:50] click pin, this this one, Declan's Biz,
[10:17:53] will always pop up first. And again,
[10:17:55] when you have hundreds of sub accounts,
[10:17:57] this pinning tool can be incredibly
[10:17:59] useful if you want to have your main one
[10:18:00] or anything important like that. So to
[10:18:02] access a sub account from the switcher,
[10:18:04] you just click this and then we click
[10:18:06] Ryan's roofing and it will take us right
[10:18:08] into that sub account. As you see right
[10:18:11] here, it has taken us into the sub
[10:18:12] account and fully loaded. So that's an
[10:18:14] easy and simple way to do that. Now, if
[10:18:16] you want to go back to agency view from
[10:18:18] the switcher, you would just click this
[10:18:20] and then you would click switch to
[10:18:22] agency view. And it now brings you back
[10:18:24] to here into sub accounts and you're
[10:18:25] good to go. So the first tab will be the
[10:18:27] agency dashboard and all this is is a
[10:18:30] giant analytics dashboard to see how
[10:18:32] your entire agency is going. So this
[10:18:33] will be all of the revenue you made, all
[10:18:35] of the recurring revenue, so you know
[10:18:37] how much money is coming in every month.
[10:18:38] This will be all your new customers and
[10:18:40] this will be your total customers and it
[10:18:41] will show a basic chart of your growth
[10:18:43] rate and then any sort of revenue
[10:18:45] distribution. And you can just refresh
[10:18:46] it like that by clicking that. So this
[10:18:48] is really just an analytics dashboard.
[10:18:50] It's very simple, very straightforward.
[10:18:52] That way when you log in you can see how
[10:18:54] you're doing and where everything's at.
[10:18:55] Rebilling on the other hand, okay, is
[10:18:57] basically for reselling, which we're
[10:19:00] going to get into a little bit later,
[10:19:01] which is where you would make an extra
[10:19:03] scent off of every text message they
[10:19:04] send, an extra scent off of every email
[10:19:06] they send. Cuz remember, you are the
[10:19:08] agency admin and you control all the sub
[10:19:10] accounts. So this way, you could go in
[10:19:12] and you could absolutely make so much
[10:19:14] extra extra money off these little
[10:19:16] things. And you can see right here,
[10:19:17] phone, email, WhatsApp, AI products, you
[10:19:19] make a tiny percentage or you don't.
[10:19:21] It's up to you. Now, I'm going to be
[10:19:23] going in depth on this in another video.
[10:19:26] Why? Because this is a whole other side
[10:19:29] of go high level altogether. And it's
[10:19:31] actually one of the most misunderstood
[10:19:32] things about high level. I ask people
[10:19:34] all the time if they're properly doing
[10:19:35] rebuilding and they go, "Yeah, yeah."
[10:19:36] And then I look at it and they have no
[10:19:37] idea what I'm talking about. So, there
[10:19:39] is a video on my channel that is indepth
[10:19:42] on this wallets, rebuilding, reselling.
[10:19:44] So, watch that if you're confused cuz in
[10:19:46] this video I'm really just going to be
[10:19:47] going over the walkthrough of
[10:19:48] rebuilding. I'm not going to show you
[10:19:50] the entire ins and outs cuz that's a
[10:19:51] whole other thing. It's beyond agency
[10:19:53] view and sub account view. It's its own
[10:19:55] category altogether. But for this, you
[10:19:57] would just click in here to access to
[10:19:58] see the rebuilling of any of these. And
[10:20:01] you would be able to see, you know, how
[10:20:03] much rebuilding. And then if you click
[10:20:04] this off, it'll show you if you're
[10:20:05] getting rebuild or not. And again, you
[10:20:07] can do the same thing. You can pick what
[10:20:09] products. So if you wanted to see if
[10:20:10] they were getting rebuilt for phone, you
[10:20:12] could disable all of these, click apply,
[10:20:14] and you would see if they're being
[10:20:16] rebuilt for phone. And then you have
[10:20:17] your time, date, and anything like that.
[10:20:18] And then you can export all of this
[10:20:20] here. So that's really it. It's as
[10:20:22] simple as that. And then from there,
[10:20:23] you're good to go. Okay. Now we move on
[10:20:25] to the SAS configurator. So this is only
[10:20:28] available on the 497 plan. And what the
[10:20:31] SAS configurator does is it
[10:20:33] automatically generates sub accounts off
[10:20:36] of plans. This is true SAS mode. Another
[10:20:38] thing I see a lot of people not doing is
[10:20:40] properly using the SAS configurator on
[10:20:42] the 497 plan. It is awesome. This is how
[10:20:45] you scale really fast. And if you're
[10:20:47] interested in the 497 plan, I have a
[10:20:49] link down below for a free trial if you
[10:20:50] want to check it out. But I highly
[10:20:52] recommend if you are moving very quickly
[10:20:53] in your agency, you use this because it
[10:20:55] does this all for you. It autocreates
[10:20:57] sub accounts and just gets them set up
[10:20:59] like so powerful. So let me walk you
[10:21:01] through, you know, the plans and how
[10:21:03] this works. So you would come in and you
[10:21:04] would create your own SAS plans. You
[10:21:05] didn't even really need funnels. You can
[10:21:07] just give them, you know, a Stripe land
[10:21:08] layout page. But these are basically the
[10:21:10] preset SAS configurator plans. You can
[10:21:12] edit these or you can delete them. But
[10:21:15] you can also come in here and you can
[10:21:16] create your own. So you can add a plan
[10:21:19] and basically have a SAS configurator
[10:21:22] preset up. That way you will have a
[10:21:24] custom SAS plan for all of your clients.
[10:21:28] So let me walk you through just how this
[10:21:30] works. So the first thing is you're
[10:21:32] going to put in your plan name. So let's
[10:21:34] do SAS super plan. You put in whatever
[10:21:37] plan you want. This will be SAS for
[10:21:40] plumbers. We're just putting in whatever
[10:21:42] you honestly want to put in a
[10:21:43] description and a name. You're then
[10:21:44] going to click next. Then you're going
[10:21:45] to click a category. So we're just going
[10:21:47] to do default, which is the dollar,
[10:21:49] which will be this one down here. We're
[10:21:50] then going to move to next. You then are
[10:21:52] going to put in your price. So this is
[10:21:54] what you're going to be charging the
[10:21:56] businesses every single month. So you
[10:21:57] can make this whatever you want it to
[10:21:58] be. So you can make it $8.97. You can
[10:22:01] make it $2.97. Again, High Level has
[10:22:04] rules. You can't go, I think, lower than
[10:22:05] a certain amount. But what we're going
[10:22:06] to do is we're going to do 110. Okay?
[10:22:08] And then you can create an annual price
[10:22:10] where if they buy this and you can just
[10:22:12] do simple math to add it up 12 months
[10:22:13] and maybe give them a little discount.
[10:22:14] That way if a business comes in and they
[10:22:16] want to have SAS for an entire year in
[10:22:17] your white label, you could put in an
[10:22:19] annual price right here and on the
[10:22:22] stripe you know card you'll see and on
[10:22:24] the invoice which you will see when you
[10:22:25] create the SAS configurator they can
[10:22:26] just pay. It's so handy. I mean this
[10:22:28] will save you so much time. So you can
[10:22:30] pick that down here you can basically go
[10:22:32] do you want them to have a max amount of
[10:22:33] users or a max amount of contacts before
[10:22:36] they have to upgrade or do something. I
[10:22:37] leave both these off. that's totally
[10:22:38] fine. But if you're working with a
[10:22:39] coaching company, you may want to, you
[10:22:41] know, get this down because they may
[10:22:42] have like a huge operation. But that way
[10:22:44] you can play with either. And remember,
[10:22:45] this is going to be preset on a plan
[10:22:48] forever. So that's the way that works.
[10:22:49] Then we click next. Here is where you're
[10:22:51] going to enable what they have access
[10:22:54] to. So on every single one of your
[10:22:56] plans, you can basically allow them to
[10:22:58] have this stuff or not. Just like that.
[10:23:00] You can pick it on there. And that's
[10:23:01] what's going to appear in here.
[10:23:03] Remember, on the sub account, the auto
[10:23:05] sub account. So you pick exactly what
[10:23:07] you want. You can even add a snapshot in
[10:23:09] on one of your plans. So, every single
[10:23:11] time a new customer gets generated,
[10:23:13] there is a snapshot already in place.
[10:23:16] Hands off. You guys now see how easy it
[10:23:18] is to scale with this. It's crazy
[10:23:21] scalable. So, that way you can have
[10:23:23] basically a snapshot on every single one
[10:23:24] of these plans in crazy. And you can
[10:23:25] even add a custom menu link on one of
[10:23:28] these plans so they have it, which
[10:23:29] should be an extra link in here like
[10:23:31] here. But again, I'm going to be going
[10:23:32] over menu links down here later. Right
[10:23:35] now, just bear with me. So you pick
[10:23:36] exactly what they want on their plan. So
[10:23:37] what features that plan gets access to.
[10:23:40] So again, if you are selling websites to
[10:23:42] plumbers and that's it, you might just
[10:23:43] want to have websites, but you pick what
[10:23:44] you want and then you click next. So
[10:23:46] here you can do add-ons, which we're
[10:23:48] going to get into in reselling, but
[10:23:50] basically you can click these and allow
[10:23:52] them to have access to this. And this is
[10:23:54] going to be rebuilding. It's going to
[10:23:55] charge them, let's say, $10, and the
[10:23:58] price you have to pay is $9. So you
[10:23:59] would make a profit of $1. And that's
[10:24:02] what we're going to configure later in
[10:24:03] the video. I'm not going to go super in
[10:24:04] depth on that right now because there is
[10:24:05] a tab for reselling, but you can pick I
[10:24:08] want them to have access to all these
[10:24:09] and then you make extra dollars that
[10:24:11] way. So, you're going to click next and
[10:24:12] then right in here you can set up a free
[10:24:15] trial. So, if you want them to have a
[10:24:16] trial, you can click this on or off or
[10:24:18] you can just toggle it the days you want
[10:24:20] or set whatever price you want. That
[10:24:22] way, they can try out your white label
[10:24:25] SAS for free, which is pretty cool.
[10:24:27] These are autogenerated. So, whatever
[10:24:29] you want in your SAS plan, it's
[10:24:30] pre-created and it's there forever with
[10:24:32] all of this stuff in the same place. You
[10:24:34] don't have to keep going into sub
[10:24:35] accounts and creating a new plan. It's
[10:24:37] already here. It's one and done. If
[10:24:39] you're interested in High Lee, but you
[10:24:40] also want help learning it and learning
[10:24:42] how to sell it, I recommend checking out
[10:24:44] my 30-day free trial link right down
[10:24:46] below, where not only will you get 30
[10:24:48] days of High Leo free, you'll also get
[10:24:49] access to all of my bonuses, which will
[10:24:52] help you on this journey. So, I'm
[10:24:53] talking you getting access to a private
[10:24:55] community full of winners where you can
[10:24:57] network and get your questions answered.
[10:24:58] I'm talking trainings on how to use
[10:25:00] Highle trainings on how to get clients,
[10:25:02] systems on how to get clients that I've
[10:25:03] already built out, snapshots, sales
[10:25:05] scripts, AI prompts, white label
[10:25:07] onboarding videos, premium snapshots. I
[10:25:08] mean, everything you could possibly
[10:25:10] need, but more importantly, the ultimate
[10:25:12] handholding experience so you can master
[10:25:14] all this and get all of your questions
[10:25:15] answered in real time. You can literally
[10:25:17] hop on Zooms with me and message me
[10:25:20] whenever you want. You have access to
[10:25:21] six live coaching calls per week with
[10:25:23] real agency owners that are selling high
[10:25:25] level. So you're getting not just some
[10:25:27] random coach, you're getting real agency
[10:25:28] owners giving you their advice to help
[10:25:30] you out. And we have six days a week. So
[10:25:31] you can basically get all of your
[10:25:33] questions answered and really learn this
[10:25:35] thing in depth. So again guys, all of
[10:25:36] these calls, all these trainings, this
[10:25:38] entire private community, this is all
[10:25:40] free when you sign up with high level
[10:25:41] right down below. So when you go down
[10:25:43] and you click the link and you sign up,
[10:25:44] we will email you access to this and
[10:25:46] then we can get you started. And if you
[10:25:47] don't see an email access, just drop a
[10:25:48] comment down below and we will get you
[10:25:50] settled. So again guys, thank you for
[10:25:51] watching. Check out the link down below
[10:25:52] and let's get back to the video. So, you
[10:25:54] then pick, do you want a trial period?
[10:25:55] And then if you want to add credits to
[10:25:57] their wallet, which I'm going to go over
[10:25:58] that later in the video, they could get
[10:26:00] a bunch of free email. They could get a
[10:26:02] bunch of free texts. They could get
[10:26:03] WhatsApp for free. Whatever you want,
[10:26:05] you can, you know, enable this. You can
[10:26:07] just turn it off and do this. So, here
[10:26:09] you can activate how long you want the
[10:26:10] SAS trial for. Or if you want to have
[10:26:12] credits, then you would just click next.
[10:26:14] And then rebuilling. Okay, so again, I
[10:26:17] have a whole other video on this because
[10:26:19] this is its own category altogether. But
[10:26:21] you can basically create rebuilling and
[10:26:24] you can see right here all the charges,
[10:26:25] how much you make and all that stuff for
[10:26:27] each SAS plan. That way you don't have
[10:26:30] to keep setting this up and once they
[10:26:31] get started and they go into SAS mode,
[10:26:33] you're collecting those little bits off
[10:26:35] of every text message they send and
[10:26:36] whatnot, which is big if they're sending
[10:26:38] a lot of text message or you give it to
[10:26:39] them for free. It just depends on what
[10:26:41] you're trying to do. But in here, you
[10:26:42] would just go like this. And you can see
[10:26:43] the numbers moving up. Every single time
[10:26:45] someone's a text message, you have to
[10:26:47] pay for that. Okay? It's the way high
[10:26:48] level works. You pay for it, the
[10:26:49] business comes in, they pay for it. But
[10:26:51] what you can do is you can slightly mark
[10:26:53] it up in the middle and go, as opposed
[10:26:54] to 50 cents for a text message, which is
[10:26:56] not. I'm just throwing that out there.
[10:26:57] 50 cents for a text message, you then
[10:26:59] could do 55 cents. That way, you're
[10:27:01] making 5 cents off every text message.
[10:27:02] Trust me, it's way cheaper than that.
[10:27:04] But the point is, you can make little
[10:27:05] markups on all of their stuff, which is
[10:27:07] really interesting. And you can come in
[10:27:08] here and pick this for literally all of
[10:27:10] these things in a high level that you
[10:27:12] have to pay extra for. You can just mark
[10:27:13] it up a tag. That way, you're making
[10:27:15] extra money on it. [clears throat] This
[10:27:17] is really big. If you're doing a bunch
[10:27:18] of plumbers, a bunch of, you know, HVAC,
[10:27:21] and they're sending out all this stuff,
[10:27:22] you can just have it in their overall
[10:27:23] plan, you're making a little bit more on
[10:27:24] all of them. And in the beginning, this
[10:27:26] is only going to make you an extra
[10:27:27] dollar or two. But if you have hundreds
[10:27:29] of clients, this will make you thousands
[10:27:30] extra. And if they're already paying for
[10:27:32] it and you mark it up just a tiny bit,
[10:27:34] it's an easy little way to make extra
[10:27:35] money. Or you just have it included in
[10:27:38] their plan, which depending on how many
[10:27:39] text messages they send, they may be,
[10:27:41] you know, too much. But I always
[10:27:43] recommend if you're doing rebuilding and
[10:27:44] you're getting into this, which I'm go
[10:27:46] over in the other video, be honest about
[10:27:47] this. Be like, "Okay, guys, you have to
[10:27:49] pay for text message. You have to pay
[10:27:50] for this." Don't just be like, "Oh my
[10:27:51] god, now you have to pay for it." Like,
[10:27:53] it's going to freak him out. So, you
[10:27:54] just pick what you want, what's on, off.
[10:27:56] You turn it on and off. Just like that.
[10:27:58] You go through all these and then you
[10:27:59] just click finish. And now your SAS plan
[10:28:02] is now created. And if we go down here,
[10:28:05] we see the super SAS plan generated. How
[10:28:08] cool is that? And it shows you all the
[10:28:10] features you have and everything. It
[10:28:12] shows you the price. It shows you
[10:28:13] annual. And again, you can come right in
[10:28:14] here and click edit details. And you can
[10:28:16] re-edit all of the stuff you want for
[10:28:20] your SAS plan. That way, it can change.
[10:28:22] So, it's not just one and done. But this
[10:28:24] plan then will be there forever. And you
[10:28:26] can even come in here and you can delete
[10:28:27] it to get rid of it. And then right in
[10:28:28] here, you can generate the sale link,
[10:28:30] which will just generate a link to this
[10:28:32] plan and you can send to them. Or you
[10:28:34] can add this as a product and go highle
[10:28:36] and then have it in a funnel to sell
[10:28:37] them. Either way, it works. and you just
[10:28:39] click generate uh sale link and you will
[10:28:41] copy and paste exactly what it has right
[10:28:43] in here. If you're in a pinch, just
[10:28:44] quickly send it to them. They'll pay and
[10:28:46] it's all done. And remember, when they
[10:28:48] pay this, okay, when they submit and
[10:28:50] pay, it will immediately go into sub
[10:28:52] accounts and create the sub account for
[10:28:54] them. Send them log information and do
[10:28:56] all of it automatically. So, that is how
[10:28:58] you create the SAS configurated plans.
[10:29:00] Now, we got to go into advanced
[10:29:02] settings. So, you come in right here,
[10:29:03] you have subscription settings. So right
[10:29:05] here, if you toggle this on, if they
[10:29:07] don't make the payment, it then will
[10:29:08] pause the sub account. It'll basically
[10:29:10] just suspend it, but it pauses it. That
[10:29:12] way they have to pay. I recommend you
[10:29:14] turn this on. This right here allows sub
[10:29:16] account people inside of their sub
[10:29:18] account to upgrade their plan. So they
[10:29:20] could upgrade from one SAS plan to
[10:29:22] another. And then right in here, this
[10:29:24] will allow sub account admins to cancel
[10:29:27] their subscription. Okay? So with having
[10:29:29] these on, they can either upgrade to get
[10:29:30] a bigger plan or they can go in and say,
[10:29:32] "I don't want this and cancel." So
[10:29:33] that's up to you to turn these on and
[10:29:35] off. That's your discretion. Down here
[10:29:37] you have the welcome email. So you can
[10:29:38] customize this any which way you want
[10:29:40] and pick what sub accounts you want it
[10:29:41] for. So this is what the email looks
[10:29:43] like. And you can come in, you can add
[10:29:44] images, text, you can change this
[10:29:46] around. You can put your logo right
[10:29:47] here. So if you want to have it be your
[10:29:49] agency logo, you just slap it in right
[10:29:51] there. And this will allow them to log
[10:29:53] in once they do your SAS configurator
[10:29:54] plan. You can turn this off if you don't
[10:29:56] want people getting that. If you're just
[10:29:58] trying to do it all behind the scenes
[10:29:59] for them. This way it's all automated
[10:30:00] and then they can just log in and
[10:30:02] they're good to go. So you can create
[10:30:04] this however which way you want. Okay,
[10:30:06] it's just like all of High Level's other
[10:30:08] stuff. They have all this features. You
[10:30:09] can just pop right in and this button
[10:30:11] will take them right into the login. So
[10:30:12] it's really simple and this is really
[10:30:14] great for if you have a lot of people
[10:30:16] and you just have that welcome email
[10:30:18] going out. It's all automated. It's
[10:30:19] handsoff and you can just keep moving.
[10:30:21] This is your categories. So these are
[10:30:23] basically just what categories they fall
[10:30:25] into. So if you want to do SAS for
[10:30:26] plumbers, SAS for HVAC, I want to do
[10:30:29] just SAS using rebuilding, whatever you
[10:30:31] want, you would just click add new
[10:30:32] category, put it in, put it in what
[10:30:34] currency you want, and then you have
[10:30:36] categories that these can fall under.
[10:30:37] Most of the time, you just use a default
[10:30:39] or you click basic ones and you're good
[10:30:41] to go. So those are the advanced
[10:30:43] settings just so you understand how a
[10:30:44] SAS configurator works. Then under
[10:30:46] security, okay, you basically have these
[10:30:49] things here. So right here you have
[10:30:50] pause new sub account. So, when they get
[10:30:52] a sub account and they create it, you
[10:30:53] can basically have it pause until you
[10:30:54] review it to make sure everything looks
[10:30:56] good. And that's just clicking that on
[10:30:57] or off. Then you have two factor
[10:30:59] authentications. When they get started,
[10:31:01] when they sign up, if you have this
[10:31:02] toggled on, they will have to go through
[10:31:04] 2F8 in order to get in. That's up to
[10:31:06] you. Again, this is all stuff that you
[10:31:07] want, but you would just click it like
[10:31:08] that. This is just going to be any new
[10:31:10] sub account or approvals you have coming
[10:31:12] in. We'll go over that later, but that's
[10:31:13] basically how the security part works.
[10:31:15] Very, very simple. Then in here, you
[10:31:17] have configure. So, you can use Stripe,
[10:31:19] NMI, authorized.net net and Square and
[10:31:22] plug it in as opposed to having just
[10:31:26] Stripe involved. That's up to you. I
[10:31:28] don't know what payment processor you
[10:31:29] use and but whatever you use, you can
[10:31:31] plug it in right here, add it in. That
[10:31:33] way, the SAS configurator is working
[10:31:34] through that exact payment gateway. But
[10:31:36] to do that, you would literally just
[10:31:38] click get started and follow the steps
[10:31:41] very simply. But I don't know what
[10:31:43] you're using, so that is up to you. But
[10:31:44] you have access to these and you can
[10:31:46] just follow the steps and plug it in and
[10:31:48] then you have a new payment processor
[10:31:50] setup as opposed to just Stripe. But
[10:31:53] that's basically how that works. So
[10:31:55] that's the SAS configurator. That's how
[10:31:57] you create these SAS plans that are
[10:31:59] automatic that will autogenerate sub
[10:32:01] accounts for you. It's awesome. It's
[10:32:03] incredibly powerful. If you have any
[10:32:04] questions on this, please drop a comment
[10:32:05] down below because this is for the 497
[10:32:07] plan only and it's kind of its own thing
[10:32:09] altogether. So let me know if you have
[10:32:11] any questions on this. Um I will answer
[10:32:13] as fast as possible. But that is the SAS
[10:32:15] configurator and that is how you do it.
[10:32:16] So now we have the prospecting tab and
[10:32:18] right now it's not loading for some
[10:32:19] reason. But all this is is a way for you
[10:32:21] to prospect local business. It gives you
[10:32:23] data, can send reports and do a bunch of
[10:32:25] other stuff. It does cost money. I'll be
[10:32:27] honest, you can use chat GBT for free
[10:32:28] and basically do the exact same thing.
[10:32:31] So I'm not wild about it, but it is
[10:32:32] something you can use and then upsell
[10:32:34] people on, but for some reason it's not
[10:32:36] working at cold high level. They're just
[10:32:37] saying it's blank. But yeah, not sure
[10:32:39] what that is. But that's really all it
[10:32:40] does. Now we have sub accounts. So all a
[10:32:42] sub account is is the business side of
[10:32:46] high level. It is where the business
[10:32:48] does their stuff. Builds websites, does
[10:32:50] reputation management, sends text
[10:32:51] messages. This is it. This right here,
[10:32:54] this is where you build these. Very
[10:32:56] simple. This is the sub account creation
[10:32:58] and this is where you can manage all of
[10:33:00] your sub accounts and see exactly which
[10:33:02] one's doing what and transfer and move
[10:33:04] around. That's all through the sub
[10:33:06] accounts. If you see in here, you got
[10:33:08] the date, time stamp. You can search for
[10:33:10] the sub accounts you want. So, we do
[10:33:11] Declan's biz and it would pop up right
[10:33:13] there. You can pick the exact kind of
[10:33:15] like columns how you want this to be
[10:33:17] structured. Again, it's all kind of the
[10:33:18] same on high level. You can sort by a
[10:33:20] bunch of other stats. You then can pick
[10:33:23] A to Z, Z to A. You then have extra
[10:33:25] filters. So, if you want to have, you
[10:33:27] know, what date was this added, if the
[10:33:28] SAS mode is on, if Yex rebuilding is
[10:33:30] there, you know, all these little things
[10:33:32] here that if you click one of these
[10:33:33] filters on, it will only bring up the
[10:33:34] sub accounts with these things in
[10:33:36] common. I'll be honest, this only is
[10:33:38] good if you have a ton of sub accounts.
[10:33:39] if you have five or six sub accounts,
[10:33:41] even 10, it you don't really going to
[10:33:43] use that. And then over here, you can
[10:33:45] just generate reports for your sub
[10:33:47] accounts. So, that's really how all of
[10:33:49] that works. But now, what I want to do
[10:33:51] is I want to walk you through step by
[10:33:53] step how to create one of these. And
[10:33:56] remember the SAS configur up top over
[10:33:59] here that automatically builds these
[10:34:00] when someone's pays. That's why it's so
[10:34:02] cool if that doesn't make sense. But
[10:34:03] now, I want to walk you through setting
[10:34:05] up one of these sub accounts. You're
[10:34:06] going to come right in here to create
[10:34:07] sub account, okay? And you're basically
[10:34:09] going to have a couple options here. The
[10:34:10] first thing is if you have the SAS
[10:34:11] configurator, you can pick if it's a SAS
[10:34:12] account or not. If not, you can just
[10:34:14] make it a regular account. If you have
[10:34:15] the 297 or the 97, you'll just be doing
[10:34:17] regular account. And you basically have
[10:34:19] access to pre-made snapshots here in go
[10:34:22] high level. You can do stuff for legal,
[10:34:24] coaching, you know what I mean? Home
[10:34:25] services, health and wellness, beauty
[10:34:28] and fashion, creative. I mean, you got
[10:34:30] all this stuff. Restaurants and you can
[10:34:31] just pre-made one of these. Select and
[10:34:32] continue. And it will already put in a
[10:34:33] snapshot and go high level already did
[10:34:35] that. But we're just going to select and
[10:34:36] continue and do blank. So, you're going
[10:34:38] to click this and then what we're going
[10:34:39] to do is we're just going to add in all
[10:34:42] the stuff. So, you could search for a
[10:34:43] business. Like if I do matrimon, okay,
[10:34:46] it pops up right there. That was my
[10:34:48] office. You can click this and it will
[10:34:49] already prepopulate all of your
[10:34:51] information and create the sub account
[10:34:52] much faster. But a lot of you guys
[10:34:53] aren't on Google. So, if you're not on
[10:34:55] Google and you're like, "Oh I
[10:34:56] don't have access to, you know, all that
[10:34:57] stuff." You're going to need to add
[10:34:59] manually. So, this is what you're going
[10:35:00] to do. You're going to put in your first
[10:35:02] name. So, we're going to do Declan. So,
[10:35:03] just follow along. You're going to put
[10:35:04] your first name, your last name. We're
[10:35:06] do O'Reilly. You're gonna put in your
[10:35:07] email. We're going to do Declan. One,
[10:35:09] two, three, four, five, six, seven,
[10:35:10] eight, nine. Okay. Business name. So,
[10:35:13] we're just going to do months. You put
[10:35:14] in whatever your business name is.
[10:35:15] You're going to pick your business
[10:35:17] niche. So, we are going to do marketing.
[10:35:21] So, marketing agency. You pick whatever
[10:35:22] you want. Remember, you're going to walk
[10:35:23] through this. You put in whatever you
[10:35:24] want. Business phone number. Do 540
[10:35:27] 3459876.
[10:35:29] You put in whatever your business phone
[10:35:30] number is. And then we're going to put
[10:35:31] in your address. So 234 White Art Lane
[10:35:37] Winchester. Again, you put in whatever
[10:35:40] you need to put in here. You put the
[10:35:42] exact
[10:35:43] state. Virginia country. Okay. Whatever
[10:35:47] country you're in, your zip code, um,
[10:35:50] website, you don't have to put that in.
[10:35:52] And then your time zone. So, we're going
[10:35:53] to go down and we're going to pick,
[10:35:57] we're just going to pick where is it?
[10:35:58] Eastern. Once you have all this, you
[10:36:00] look through, you make sure everything
[10:36:01] looks good. And remember, you do this
[10:36:03] for yourself and for clients when you
[10:36:05] want to create one of these sub
[10:36:07] accounts. So you look through, you go,
[10:36:08] "Okay, good, good, good, good. This all
[10:36:10] looks good." And you're going to click
[10:36:11] add sub account. So then it'll bring you
[10:36:13] to a page like this. And this is just
[10:36:15] all of your basic settings on the sub
[10:36:17] account. And then all you have to do
[10:36:19] right in here is click switch to sub
[10:36:21] account or load a snapshot into this sub
[10:36:23] account, delete this sub account, pause
[10:36:25] it, or transfer it to another go highle
[10:36:27] account. But you won't be needing to do
[10:36:29] any of that. We'll just click switch to
[10:36:30] sub account and it will now take you
[10:36:32] into the sub account we just created.
[10:36:35] Then you can build, you know, websites,
[10:36:36] you can run reputation management, email
[10:36:39] campaigns, all this other good stuff
[10:36:40] through your sub account. And right in
[10:36:42] here in your sub accounts, you see our
[10:36:44] new sub account is right here with all
[10:36:45] the data. You can just click switch to
[10:36:47] sub account and it will take you to the
[10:36:49] sub account. Or you can come right in
[10:36:51] here, you can click manage client if you
[10:36:53] want to get rid of this sub account,
[10:36:54] click actions and click delete. And it's
[10:36:56] going to take you through this stuff
[10:36:57] right here. and you have to go in, click
[10:37:00] this, click this, click this, click
[10:37:02] this, and do delete. And then you're
[10:37:03] going to click schedule for deletion. So
[10:37:06] now it's going to basically have it
[10:37:08] deleted. This process takes 24 hours.
[10:37:10] But as you see right here, it is already
[10:37:13] scheduled for deletion. And that's what
[10:37:14] it's going to look like when it's
[10:37:15] deleted. And then after 24 hours, it
[10:37:16] goes away. And you can always reverse it
[10:37:18] if you click that right there. But they
[10:37:20] give you a little bit of time. That way,
[10:37:21] you know, you don't accidentally do
[10:37:23] stuff. So that's sub accounts. That's
[10:37:24] how you create them and manage them.
[10:37:26] It'll all be through the sub accounts
[10:37:27] tab. But this is where you create them.
[10:37:29] So then we have account snapshots. So
[10:37:32] this is where you will create, import,
[10:37:34] and manage all of your snapshots. If you
[10:37:37] do not know what a snapshot is, it is a
[10:37:40] sub account that has been downloaded as
[10:37:43] a copy with everything you built out and
[10:37:45] can be reused multiple times. So you can
[10:37:49] do this with any sub account you want.
[10:37:51] You can basically create a copy and even
[10:37:53] if you delete the sub account, you will
[10:37:55] still keep the snapshot. This is what
[10:37:56] you see on YouTube and everywhere people
[10:37:58] give away snapshots. It basically is
[10:38:00] just a pre-made sub account and you just
[10:38:03] import it in and then you're good to go.
[10:38:05] So in here you will have basically four
[10:38:08] different tabs. So under my snapshots,
[10:38:09] this will be all the snapshots you have
[10:38:11] access to. Imported snapshots, these are
[10:38:12] snapshots you have brought in from
[10:38:14] somebody else. Shared snapshots, these
[10:38:17] are snapshots that you have shared with
[10:38:18] other people. And then snapshot
[10:38:20] templates are the pre-made go highle
[10:38:23] snapshot templates right in here that
[10:38:25] you can use for free. And you would just
[10:38:27] click create sub account and it will
[10:38:29] take you through the exact same steps we
[10:38:31] just went through to basically plug in
[10:38:33] this snapshot into the account. If you
[10:38:36] don't want to go that way, you can come
[10:38:37] back up to sub accounts. Okay, you can
[10:38:40] click this right here. You can click
[10:38:41] manage client and you can click actions
[10:38:43] right here and click load snapshot. And
[10:38:46] you can pick the exact snapshot you
[10:38:48] want. Whether it's one you brought in or
[10:38:50] a pre-made one, they'll all be right in
[10:38:51] here. And you just click it. You click
[10:38:54] proceed. You go through all of the
[10:38:56] assets you want to keep. So you want all
[10:38:57] the websites, all the surveys, all the
[10:38:58] forms, yada yada yada. You click
[10:39:00] proceed. It'll check for conflicts. You
[10:39:02] click proceed. And then it will now go
[10:39:05] into Declan's Biz and import this
[10:39:08] snapshot, which is really cool because
[10:39:11] it will take all of the stuff that I
[10:39:12] just have and put it in the sub account.
[10:39:14] So all of the websites I had will
[10:39:16] automatically get put in here. All the
[10:39:17] reputation management campaigns, all the
[10:39:18] automations, it will take all that and
[10:39:20] plug it right in here. So as you can
[10:39:23] see, this is very very powerful. But
[10:39:25] that is another way you can add in the
[10:39:28] snapshots. So now that you understand,
[10:39:30] you know, what this tab does and how it
[10:39:31] works and how to search for snapshots,
[10:39:33] we now need to go into creating a
[10:39:36] snapshot. So we're going to come right
[10:39:37] in here. We're going to click create
[10:39:38] snapshot. We're going to name it roofing
[10:39:40] snapshot. and we would select the sub
[10:39:43] account that we want this built of. So,
[10:39:45] we're going to click Ryan's roofing and
[10:39:47] the website and everything I built in
[10:39:49] Ryan's roofing will then get made into a
[10:39:51] snapshot. So, we click next. So, we look
[10:39:53] at this and we go, we want to keep
[10:39:54] everything. So, I like everything in
[10:39:55] here. We click select all. We click
[10:39:57] proceed. And now this is creating a
[10:40:01] snapshot with everything in Ryan's
[10:40:03] roofing, all of these tabs, everything
[10:40:05] in it, websites, automations, etc.,
[10:40:06] etc., into a snapshot that we can reuse
[10:40:09] infinite times. So, as you see right in
[10:40:11] here, now it is loaded and it's Ryan's
[10:40:13] roofing snapshot. So, we can use this
[10:40:15] again and again and again. And you can
[10:40:17] click this right here. This will take
[10:40:18] you just to create a new sub account
[10:40:20] where you can add this in right here,
[10:40:22] that snapshot. So, then you can click
[10:40:24] this push update to link sub account.
[10:40:25] So, this is if you're changing stuff in
[10:40:27] sub accounts. What you can do is you can
[10:40:29] then update and it will update all of
[10:40:30] the snapshots that you have sent out to
[10:40:32] everybody. Be careful with this because
[10:40:34] sometimes if you override something, it
[10:40:36] will override what they've already done.
[10:40:37] So remember, they have to plug in their
[10:40:39] info to an automation or a website.
[10:40:41] Let's say if you click this and you had
[10:40:43] a new update and it overrides their
[10:40:44] automations, all of their automations
[10:40:46] get wiped out as far as what they set
[10:40:47] up. So be very careful with this. And if
[10:40:49] you're going to do this, make sure it
[10:40:50] doesn't override anything and make sure
[10:40:51] you let them know that you're doing it.
[10:40:53] And then right in here, you can edit the
[10:40:54] snapshots. This is how you copy snapshot
[10:40:56] ID. So this is for if you need to talk
[10:40:58] to support or anything. You then have
[10:41:00] share snapshot. So you have multiple
[10:41:02] different ways to share a snapshot. So
[10:41:04] you can give these away or sell these,
[10:41:06] which we'll get into in a sec. And you
[10:41:07] have a get permanent link, a share
[10:41:09] one-time link which disappears after one
[10:41:11] share. You have an email share link to
[10:41:12] send it to a contact, an agency
[10:41:14] restricted, so only people on agency
[10:41:16] view, a sub account restricted, which is
[10:41:18] exactly opposite of this. And then a
[10:41:20] marketplace share so you can try to sell
[10:41:21] it, which we're going to go over in a
[10:41:22] sec. But let's say we want to do
[10:41:23] permanently. We would click this right
[10:41:25] here. You can enable assets protection
[10:41:26] so people can't steal your stuff, which
[10:41:28] I recommend you do. And then you click
[10:41:30] get link. And you now have this link
[10:41:32] right here. And you'll click copy. and
[10:41:34] then I'll show you what it looks like in
[10:41:36] another tab. So, we paste it and then we
[10:41:38] get this. Yes, import now. So, we want
[10:41:40] to import this snapshot and then we're
[10:41:43] going to import it and we're going to
[10:41:44] see it pop up in here. And you see you
[10:41:46] now have an imported snapshot, my
[10:41:48] snapshots, you even have shared
[10:41:50] snapshots. So, that's how snapshots work
[10:41:53] very simply. It is basically just a
[10:41:55] simple way to duplicate a sub account
[10:41:58] and have it inside of your GoHub account
[10:42:01] forever. And you can even sell your
[10:42:03] snapshots on the marketplace. And this
[10:42:06] is a article if you're confused at all
[10:42:08] how to go in and understand how to sell
[10:42:10] these. And you can go onto the
[10:42:12] marketplace which is right down there
[10:42:15] which we will get into in a sec. But
[10:42:17] this way you can sell your snaps if you
[10:42:18] have a really good one, a premium one.
[10:42:20] You want to make extra money off these
[10:42:21] because sometimes people have really
[10:42:23] great accounts like they may have had a
[10:42:24] roofing client account that blew up and
[10:42:26] got a lot of leads and ranked high and
[10:42:27] they want to share it with you. But
[10:42:29] that's snapshots in a nutshell. That is
[10:42:31] how they work. That's how you create
[10:42:33] them. It's all as simple as that. We now
[10:42:36] move on to reselling. So reselling is
[10:42:39] kind of like rebuilding. It's other
[10:42:41] things in high level that you sell to
[10:42:44] your sub accounts. So again, this
[10:42:46] depends on how crazy you're willing to
[10:42:48] get, but you basically have the workflow
[10:42:50] plan, you have reselling the client
[10:42:52] portal, you can sell AI employee, which
[10:42:54] is all the AI features unlimited, resell
[10:42:56] the prospecting tab, resell Yex and
[10:42:58] stuff like that, resell WhatsApp, and
[10:43:01] resell WordPress and resell ads manager.
[10:43:04] So all you do in these is you basically
[10:43:07] configure the markup price and they will
[10:43:09] buy it or it can be part of their plan,
[10:43:11] however you want it, and you'll make
[10:43:12] that extra little money off it. So, for
[10:43:14] example, you want to sell WhatsApp to
[10:43:16] your clients. This is how much Highle
[10:43:18] costs. It has to cost you $10 to buy
[10:43:21] WhatsApp. Why? Because they don't own
[10:43:22] WhatsApp. It's another service. You then
[10:43:24] can dictate your exact price in here.
[10:43:27] So, let's say I want to do $15 and I
[10:43:29] click save. I now make $5
[10:43:32] Cinco Pesos after every single highle
[10:43:36] purchase of WhatsApp in the sub account.
[10:43:39] So, this can be an extra little way to
[10:43:41] make a bunch of money or you can just
[10:43:42] add this in their total plan. What I see
[10:43:44] a lot of people do is they add reselling
[10:43:46] in the plan they already have. But you
[10:43:48] can kind of come in here and play with
[10:43:49] the numbers and you'll see that's how
[10:43:51] much you have to pay. This is how you'll
[10:43:53] break even and that's your profit. And
[10:43:54] then you can see, oh wow, look how cool
[10:43:56] this is. This is, you know, how much I
[10:43:57] can make off of every time someone gets
[10:43:59] WhatsApp depending on your industry. So,
[10:44:01] what a lot of people are already doing,
[10:44:03] you have to understand this and you have
[10:44:04] to be smart. They're already paying for
[10:44:05] this stuff. Don't be like, "Oh, I don't
[10:44:07] want to upsell people." They're
[10:44:08] literally already paying for it. A lot
[10:44:09] of people are already paying for Yex. A
[10:44:11] lot of people are already paying for
[10:44:12] WhatsApp. Like people are already doing
[10:44:14] this kind of stuff. That's why it makes
[10:44:15] a ton of sense to make sure you take
[10:44:17] this over because they're already paying
[10:44:18] for it. So that's how you do it. You
[10:44:19] just come in and you configure exactly
[10:44:21] how you want to play with that. You
[10:44:22] click save. You'll see your profit.
[10:44:23] Remember, you have to just break even on
[10:44:24] the price level is charging you and you
[10:44:26] dictate whatever you want. In the SAS
[10:44:28] configurator, you can preset these up at
[10:44:31] a fixed price. So every time someone
[10:44:32] signs up, it's already all built in for
[10:44:34] one simple price. Again, another perk of
[10:44:37] having the 497 plan because you can
[10:44:39] scale much faster. And then you can
[10:44:41] upsell marketplace apps. We're going to
[10:44:42] go into the app marketplace down there a
[10:44:44] little bit later, but this is basically
[10:44:46] just all of the other apps you're going
[10:44:48] to plug in. Zapier, you name it. These
[10:44:50] are apps that you plug into Highle and
[10:44:52] you can do whatever you want with these,
[10:44:53] but this is all for third party stuff
[10:44:55] and you're really trying to get
[10:44:56] granular. But that's how you would
[10:44:57] configure it in reselling. So now we
[10:44:59] have add-ons. So really all the add-ons
[10:45:02] is is highle trying to upsell you.
[10:45:04] That's that's all it is. You can have
[10:45:06] account setups, advanced account setups,
[10:45:08] priority support, so you can skip the
[10:45:10] line. You can white label the mobile
[10:45:11] app. It's kind of pricey. You can have
[10:45:13] this AI chatbot, which you don't really
[10:45:14] need. You can just get a better AI
[10:45:15] chatbot and make for cheaper. Um, HIPPA
[10:45:17] compliance. Okay, that's for if you're
[10:45:19] doing stuff with like doctor and
[10:45:20] insurance, but this is basically things
[10:45:22] that you add on to your account if you
[10:45:24] need them in a specific industry. So,
[10:45:26] say if you really want to spend an extra
[10:45:27] 300 bucks a month and get top-notch
[10:45:29] support, you would pay for that and it
[10:45:31] would be added into your agent's
[10:45:32] account. So, these are not necessarily
[10:45:34] stuff that you charge your clients. It's
[10:45:37] more stuff that you charge yourself to
[10:45:39] make your account better, but you can
[10:45:41] find all the services by clicking this
[10:45:42] drop down right here or just look right
[10:45:44] here and just click view more. It's very
[10:45:46] easy, very simple. Or click speak with
[10:45:48] us and it will take you into a
[10:45:50] consultation where you can talk to some
[10:45:52] salesperson and try to figure out what's
[10:45:54] best for you. But that's that's up to
[10:45:56] you. This a lot of people won't need
[10:45:57] that, but that is something that you can
[10:45:59] do. So, that is what the add-ons tab is.
[10:46:01] If you did not know, it is just extra
[10:46:03] features you can buy from High Level to
[10:46:05] help you. Now we have the affiliate
[10:46:06] portal. So this is the affiliate program
[10:46:08] of Highle. A lot of people know about
[10:46:10] it. This is where you will basically see
[10:46:12] all of your earnings. So your reports,
[10:46:14] your payment details, your payment
[10:46:17] history, so how many payments have been
[10:46:18] made from High Lee to you, your invoice
[10:46:20] history, and then if you want to talk to
[10:46:22] anyone one- on-one to understand the
[10:46:25] Highle affiliate program better. A high
[10:46:27] level program is very simple. you get
[10:46:28] paid about 40% of people's highle plan.
[10:46:31] So if you sign other people up with High
[10:46:33] Leo, you get paid that amount of money
[10:46:35] every single month off of their
[10:46:37] subscription forever. Now we have the
[10:46:39] affiliate portal. This is GoHighle's
[10:46:41] affiliate page. So this is where you can
[10:46:43] sell GoHigh Lee to other people and get
[10:46:46] 40% of their payment every single month
[10:46:49] as long as they use the software. Okay?
[10:46:51] You're basically an affiliate of GoHigh
[10:46:53] Lee and I'm sure you've heard all about
[10:46:55] this. This is like a very popular thing
[10:46:57] at a high level. But in here, you'll see
[10:46:59] your promoter details, how many payments
[10:47:00] you've had, your history, what your
[10:47:02] revenue is looking like. You can even go
[10:47:03] to about and talk to these guys if
[10:47:05] you're interested. It'll have numbers.
[10:47:06] You can hop on group calls and chat with
[10:47:08] all these guys. Pretty interesting. We
[10:47:09] watch a video. It'll just give you all
[10:47:11] of the details on the affiliate program.
[10:47:12] You just have to go in, read their
[10:47:14] affiliate policy, accept, join, and then
[10:47:16] from there, you can get a special link
[10:47:18] and you can start getting other people
[10:47:19] on High Lee and getting 40% of their
[10:47:21] commission every single month. Easier
[10:47:23] said than done. It is pretty hard to do.
[10:47:24] And this is how you sign up with it. You
[10:47:26] just follow the steps and you're good to
[10:47:27] go. So that is how the affiliate kind of
[10:47:30] program works. And now I have other
[10:47:31] videos on this, so I'm not really going
[10:47:32] into the nuts and bolts of it, but it's
[10:47:34] really simple. You go through the
[10:47:35] affiliate policy. You sign up or you
[10:47:36] reach out to them. And to sign up, it's
[10:47:38] very simple. You would just review the
[10:47:40] affiliate policy right here, watch the
[10:47:42] high level compliance video, download
[10:47:43] the affiliate marketing toolkit,
[10:47:44] download the compliance flowchart, click
[10:47:46] agree and accept, and then you can
[10:47:48] basically start affiliating high level
[10:47:50] and making commissions every single
[10:47:51] month. So that's how you do it. It's
[10:47:52] very simple. It's very straightforward.
[10:47:53] They even have a bunch of achievements
[10:47:56] from money you make where you get this
[10:47:57] and you get awards and it's all pretty
[10:47:59] cool. But that is the affiliate program
[10:48:01] in a nutshell. We now have the template
[10:48:04] library. So this is just all of the
[10:48:06] templates in go highle that you are
[10:48:09] going to be using in here. So like the
[10:48:11] website templates, the email marketing
[10:48:12] templates, whatever template you want,
[10:48:14] it's all in here. And this way you can
[10:48:16] configure it for each sub account or
[10:48:18] however. I like to leave all of this on.
[10:48:20] A lot of people go ham with this. I just
[10:48:22] like to give them everything. It's much
[10:48:23] simpler that way. But in here, you can
[10:48:25] create your own templates, put in sub
[10:48:26] accounts, and have like your own version
[10:48:28] template. This is kind of like
[10:48:30] snapshots. You could create a website
[10:48:33] template in here for everyone to use.
[10:48:35] Pretty cool, huh? If you built a really
[10:48:36] cool custom website and then again,
[10:48:38] there's ways of selling that on that
[10:48:40] marketplace. But in here, I mean, it's
[10:48:42] got so many different things. You've got
[10:48:44] all of the different template types,
[10:48:45] website, stores, email, social planner,
[10:48:47] forms, all this stuff right here. You
[10:48:49] have all the different niches right here
[10:48:50] you can click and play with. You have
[10:48:52] filters to see how you want to basically
[10:48:54] configure it, which is this right here.
[10:48:56] You can search for the exact template.
[10:48:57] So, we just do plumber. Okay. So, we
[10:49:00] would just click lawyer and you'd have
[10:49:02] all of your lawyer templates just like
[10:49:04] that. You can have most popular, most
[10:49:06] recent. You pick whatever you want and
[10:49:07] it's just going to bring up all of the
[10:49:09] templates in there. And again, you can
[10:49:11] configure it just the way you want by
[10:49:13] clicking these these buttons and these
[10:49:15] filters to get it the way you want. But
[10:49:16] it's very self-explanatory. You can hide
[10:49:18] it right here or you can view it like
[10:49:20] this. So you can see exactly what you're
[10:49:22] dealing with. So you can pick, oh, I
[10:49:24] really like this website. And that way
[10:49:25] you can see it. That's actually a pretty
[10:49:26] good website. And then play with it just
[10:49:28] like that. And then if you like it, you
[10:49:29] can basically plug that into your
[10:49:31] account or just go into your account and
[10:49:33] plug it in just like we showed you
[10:49:35] before very simply by going into the
[10:49:37] features. But by the way, this is an
[10:49:39] agency view video, not a sub account
[10:49:41] view video. So please, if you're
[10:49:42] confused on any of this, go to my
[10:49:44] channel and watch. Um, by the way, I
[10:49:45] will be linking a video at the end of
[10:49:46] this video which is going to be how to
[10:49:48] master the entire sub accounting. So,
[10:49:49] please check that out. That's it in a
[10:49:51] nutshell. That's how you do it. And then
[10:49:52] you have extra settings right here to
[10:49:54] just go through any of these things,
[10:49:56] your view preferences, the categories
[10:49:58] you want. If you have a bunch of stuff,
[10:50:00] tags to add depending on you want life
[10:50:02] insurance, lawyer, and then types is as
[10:50:04] you see here, about, bio, checkout,
[10:50:06] consultation, it could be free PDF, lead
[10:50:08] magnet, whatever you want, you would
[10:50:09] plug it right in here. So, this stuff is
[10:50:11] very straightforward. You just kind of
[10:50:13] go in and poke around and pick exactly
[10:50:14] what you want. I'm not literally going
[10:50:16] to go through every single website
[10:50:17] template, every single store template
[10:50:18] because that's up to you. So that's how
[10:50:20] all the templates work. And again, to
[10:50:21] create your own, you would click create
[10:50:23] template, pick the sub account you want,
[10:50:25] pick how you want it in there, pick
[10:50:26] exactly what template you have built
[10:50:28] out, and then click continue. And it
[10:50:29] will take that website you create or
[10:50:31] whatever you want and have it pre-built
[10:50:33] for you. And then you're good to go. So
[10:50:34] that is how the template library works
[10:50:36] in a nutshell. So now we have partners.
[10:50:38] This is basically where you can make
[10:50:40] money inside of Goh High Leo by
[10:50:42] partnering up with people or them
[10:50:44] partnering up with you. So, you can
[10:50:45] basically come in here to find a partner
[10:50:47] and it's going to take you to this page
[10:50:49] and it's going to show you all of the
[10:50:51] people in here. And they basically build
[10:50:53] websites, they build, you know, funnels,
[10:50:56] they do custom stuff, they do whatever
[10:50:58] you want. And they're all in here. And
[10:51:00] you can just come into category and pick
[10:51:01] whatever you want, what language, what
[10:51:03] industry, and you can find people that
[10:51:05] are experts in go high level and talk to
[10:51:08] them. And in here, they're highle
[10:51:10] certified. So, if you look right here,
[10:51:11] you can get certified at high level. So,
[10:51:13] this does cost money, but getting
[10:51:15] certified is interesting because they
[10:51:17] will send you people and they list you
[10:51:19] on that page I just showed you. So, this
[10:51:21] is how you get certified. And to get
[10:51:22] certified, you just click get certified
[10:51:23] and follow the instructions. But that
[10:51:25] way, you're like a professional and go
[10:51:27] high levels eyes because they have
[10:51:29] certified you. And it can be an easy way
[10:51:31] for you to get clients if you build up
[10:51:33] your resume. Think of it like Fiverr and
[10:51:34] Upwork. So, that is something you can do
[10:51:36] very simply and very straightforward
[10:51:38] just following this exact instruction.
[10:51:39] And I know people that actually make
[10:51:40] decent money from this, but you can come
[10:51:42] in here if you find the right person you
[10:51:44] want, view their listing, send them a
[10:51:45] message. Hey dog, help me out, blah blah
[10:51:47] blah blah. And guess what? You now have
[10:51:48] a list of people and you can search for
[10:51:50] keywords and you have all these other
[10:51:51] grid things just like the the
[10:51:53] categories. That way you can kind of
[10:51:54] find exactly what you're looking for. Or
[10:51:56] you can click view listing or send these
[10:51:57] people a message. If you're interested
[10:51:58] in talking to Caitlyn or Cohen or Mike,
[10:52:00] you can just send them a message like,
[10:52:01] "Hey, I want this and that." This can be
[10:52:03] a great way for you to find highle
[10:52:05] professionals. So, drop a comment down
[10:52:07] below if you're confused on this at all
[10:52:08] or message me for free on WhatsApp or
[10:52:10] Facebook. I can help you out with this
[10:52:11] because I think a lot of people are are
[10:52:13] very interested in this and it's a great
[10:52:14] way for you to potentially make money
[10:52:15] and meet with people. So, this can be
[10:52:17] confusing. A lot of people don't even
[10:52:18] know this exists. I just know they don't
[10:52:20] cuz they get this question a lot, but
[10:52:21] that's a way to do it. So, find a
[10:52:23] partner was this right here. If you need
[10:52:25] something done on the other hand, this
[10:52:26] is how they funnel people in here to get
[10:52:29] more leads to have people help out. You
[10:52:31] can then put in your name, last name,
[10:52:32] organization, email, a bunch of other
[10:52:34] stuff and describe what you need help
[10:52:35] with. Like I need a complex automation
[10:52:37] built out and you can click continue and
[10:52:39] it would basically submit in the go
[10:52:40] highle ecosystem. Now I personally think
[10:52:42] the best place to find real
[10:52:43] professionals is YouTube. But for some
[10:52:45] people this may be great if you're
[10:52:47] trying to figure stuff out cuz some of
[10:52:47] these guys may be on YouTube. But that's
[10:52:49] how it works. It's so straightforward.
[10:52:51] It's so simple. Those two different
[10:52:53] things are basic. You submit the form
[10:52:54] and you now have access to a whole broad
[10:52:58] range of professionals that could help
[10:52:59] you out. Or like I said, you could get
[10:53:01] go highle certified by following this by
[10:53:04] going in and doing the go high level
[10:53:05] certification which I just showed you
[10:53:07] right up here and then they could
[10:53:09] potentially send people to you which
[10:53:11] could put dollars in your pocket. So
[10:53:12] that is another interesting thing that
[10:53:14] may be helpful to you. So now we're
[10:53:16] going to go to university. So all this
[10:53:18] is is a place where you can learn more
[10:53:20] about go highle videos. It's a free
[10:53:22] training. I personally prefer YouTube
[10:53:24] but this is an option. Then we have SAS
[10:53:26] education. So all this is going to be
[10:53:29] some videos and some trainings right
[10:53:30] here very simply and very
[10:53:32] straightforward for you to master the
[10:53:34] SAS configurator. So I meant 497
[10:53:37] account. You only get access to this.
[10:53:39] This is here just to make sure you
[10:53:41] understand SAS mode because SAS mode is
[10:53:43] a whole other thing. It's a whole
[10:53:45] different part of high level where it
[10:53:46] auto creates sub accounts and it goes
[10:53:47] into rebuilding. And again I have a
[10:53:49] video on this because it's so much
[10:53:50] different. But that's basically how you
[10:53:51] would do it. But this is a way to learn
[10:53:53] more about it very simply and very
[10:53:55] straightforward. So SAS education can be
[10:53:57] great if you just want to learn a little
[10:53:58] bit more about the SAS configurator and
[10:54:00] it could make you more money except I
[10:54:01] already went over this in this video. So
[10:54:03] this isn't necessary but it's just a
[10:54:04] little page where you can educate
[10:54:05] yourself if you have the SAS
[10:54:07] configurator which is on the 497 plan.
[10:54:09] Then we have the GHL swag store. So all
[10:54:12] this is is a place where you can buy
[10:54:14] GHL's merchandise. Hoodies, jackets,
[10:54:17] hats, accessories, bottoms, whatever you
[10:54:20] want. It's right in here. You can look
[10:54:21] at it. Not really going to go super
[10:54:23] in-depth on the GHL swag store because
[10:54:25] it's just not that, you know,
[10:54:26] impressive. That's where you buy go high
[10:54:28] level clothes. So now after that, we go
[10:54:30] to ideas. So this is, in my opinion, one
[10:54:34] of my favorite parts about go highle.
[10:54:36] You can log in and you can go in and you
[10:54:39] can submit your ideas to the ideas board
[10:54:43] on high level and be like, I want a new
[10:54:45] website feature. And if they vote on it
[10:54:47] and more people like it, they will
[10:54:48] actually take these things in
[10:54:50] consideration and build it. I did this
[10:54:52] with Square, believe it or not. The
[10:54:53] reason they were able to add Square to
[10:54:55] the calendars is because of me. I knew
[10:54:57] the developers when I met them at the
[10:54:58] high level conference. I badgered them.
[10:54:59] I was like, "We need this. We need this.
[10:55:01] We need this." And there was a bunch of
[10:55:02] other people going, "We need this. We
[10:55:03] need this." And we all got together and
[10:55:05] we made them do it. So you can actually
[10:55:07] create high level. You can reshape it.
[10:55:09] You can go in and you can actually put
[10:55:11] your feedback in, get other people to
[10:55:12] vote on you, and you can change it.
[10:55:14] Here's the change log. This is basically
[10:55:15] all of the stuff that is getting
[10:55:17] changed. So, it's awesome. I mean, this
[10:55:19] is this is really powerful. This is the
[10:55:21] ideas board, guys. You can get real-time
[10:55:23] feedback, put it in, and they can change
[10:55:26] stuff for you. This is awesome. This is
[10:55:28] so powerful. I highly recommend you guys
[10:55:30] check this out. You'll love it. And it's
[10:55:32] a place where you can be heard and you
[10:55:33] can change the landscape of High Leo.
[10:55:35] Not many softwares do this, but this is
[10:55:37] where you do it. Then, we have the
[10:55:38] mobile app. So this you have to pay for
[10:55:41] but this is the mobile app that you can
[10:55:44] basically go on your phone and change it
[10:55:45] up. So suppose of just having lead
[10:55:47] connector you can come in here if you
[10:55:48] want to pay extra for it. You can go
[10:55:50] right into customize app and you can
[10:55:52] customize the way it looks okay with the
[10:55:54] profile the overview and then basically
[10:55:57] set up a payment plan because you're
[10:55:58] going to have to pay for this. And here
[10:56:00] are the prices. But you can change the
[10:56:01] way the mobile app looks if you want to
[10:56:03] do that. And that's where you would do
[10:56:05] it. You would come in here you pay for
[10:56:06] it and then it gives you all the
[10:56:07] customization for branding profile
[10:56:08] overview. I'm not going to go in how to
[10:56:10] do everything because it's very
[10:56:11] self-explanatory. Yeah, change the logo
[10:56:13] by clicking the button. But this is a
[10:56:14] way you would do it if you want to pay
[10:56:15] for a mobile app and have it completely
[10:56:17] changed and then customize your way. So
[10:56:20] you have now a mobile app that is
[10:56:22] reflecting yourself. So that is how you
[10:56:24] would do it. Last but not least, we have
[10:56:26] the app marketplace. This is where you
[10:56:29] will find apps that are from thirdparty
[10:56:32] vendors. So, Zapier, send in, blue,
[10:56:35] synth, flow, vapy, wave, dot, all these
[10:56:37] things. You can come in and add it in
[10:56:39] and it will basically help you out with
[10:56:40] this stuff. So, in here you have your
[10:56:42] categories to pick what you want. You
[10:56:44] have pricing. Do you want it to be free,
[10:56:46] one time? You have niches to pick,
[10:56:48] distribution type, and you can just play
[10:56:49] with this and be like, I want to find
[10:56:51] something in advertising and I want it
[10:56:52] to be free and I want it to be in the
[10:56:55] dental niche. And it's going to find
[10:56:56] you. Well, it looks like there's nothing
[10:56:57] there, but you would click exactly what
[10:56:59] you want. You can delete your filters
[10:57:01] just like this. and then you can find
[10:57:03] exactly what you want. That way you can
[10:57:06] get a list of all the stuff because
[10:57:08] here's the thing, certain agencies or
[10:57:10] businesses may need add-ons to highle
[10:57:12] and this is where you're going to do it.
[10:57:14] You will add on a feature that's you
[10:57:16] can't find in high level to bring it in.
[10:57:18] That's why people will be like high
[10:57:19] level isn't the best, it is the best
[10:57:21] because if high level isn't the best,
[10:57:23] you use a third party app and make it
[10:57:24] the best. So you have unlimited
[10:57:26] functionality with high level and a lot
[10:57:27] of people don't realize this that you
[10:57:28] can take other things and add it into go
[10:57:30] high level and make high level even
[10:57:32] better. So high level is undefeated in
[10:57:35] this area. You can really just keep
[10:57:37] upgrading it. But this is where you
[10:57:38] would do it and all your installed apps
[10:57:40] would be right here. These be all the
[10:57:41] ones you installed. So once you find the
[10:57:43] app you like, let's say it's make, you
[10:57:45] would just click it right here and you
[10:57:47] would click install. Now if it's a paid
[10:57:49] app, you will have to go through and pay
[10:57:51] for them. But you would click it, you
[10:57:53] would click install, and then you're
[10:57:54] going to have to go watch videos on
[10:57:55] YouTube or wherever they have maybe in
[10:57:57] here to then properly plug it into the
[10:57:59] sub account or wherever you want it. But
[10:58:01] this is really great for I know like a
[10:58:02] lot of real estate people and people
[10:58:04] with like showcase idx or these more
[10:58:06] complicated systems. They may need to go
[10:58:08] to the app store to get it plugged in.
[10:58:10] But this is how you can upgrade your
[10:58:12] entire go high level if there's
[10:58:13] something missing. You click it just
[10:58:14] like that and then you are good to go.
[10:58:17] Okay, so now we finished all of these
[10:58:20] tabs here. But oh wait, there's more.
[10:58:23] Settings.
[10:58:25] A whole lot more. [laughter]
[10:58:28] I promise this part will go fast because
[10:58:29] this is not super complicated. But now
[10:58:31] we have to go over the settings part
[10:58:32] because what this settings part is is
[10:58:35] it's the fine tweaks between all of this
[10:58:37] stuff where you configure basic stuff
[10:58:40] forever. So let's go into settings. So
[10:58:42] the first thing is my profile. This is
[10:58:44] really just your data on your agency. So
[10:58:46] your first name, last name, email, your
[10:58:49] phone number, you can select the
[10:58:50] language of the platform. So this will
[10:58:52] change everything. And then you can
[10:58:54] change your password or do anything like
[10:58:55] that. And it's pretty interesting
[10:58:57] because this gives you that
[10:58:58] functionality to quickly change
[10:58:59] everything in your main account. And you
[10:59:01] can sign out of all devices right here.
[10:59:03] But that is what the my profile is. Then
[10:59:05] you have company. So this is all of the
[10:59:08] company settings of your entire goal
[10:59:11] account. the name, the email, the phone
[10:59:13] number, your website, your category. You
[10:59:15] know, this is the basic stuff that you
[10:59:16] had when you first set up. And then
[10:59:19] basically you have your address and then
[10:59:22] any sort of stuff with your features,
[10:59:25] um, things you want turned on, turned
[10:59:26] off, configure. Again, a lot of this
[10:59:28] stuff is already in the other settings,
[10:59:29] but this is where you do it. Then you're
[10:59:30] going to have your relationship ID,
[10:59:31] which is the code that is on your
[10:59:33] account that makes you unique. Then from
[10:59:35] there, you have white label. So this is
[10:59:37] if you want to change the logo up here
[10:59:39] from this right here which is your go
[10:59:41] high member you have to have this on the
[10:59:42] higher plans but we could upload a logo
[10:59:44] right here and change it. So we'll come
[10:59:45] right to downloads and we will do
[10:59:49] let's just do my face and then this
[10:59:51] could be look at that I'm there and then
[10:59:54] you can white label the account so it's
[10:59:56] no longer go highle it's declan level or
[10:59:59] whatever you want to call it then your
[11:00:00] white label domain. So, this is going to
[11:00:01] be the default email plugged into the
[11:00:03] account, which all of your other sub
[11:00:05] accounts will be using to send emails
[11:00:08] out, but that's up to you how you want
[11:00:09] that configured. And I have other videos
[11:00:11] on this, but you want to configure both
[11:00:12] those for it to properly work. Then you
[11:00:13] have a privacy policy and a terms of
[11:00:15] service. You can basically have these
[11:00:16] for the entire account, which is where
[11:00:19] you'll put them in, which can be very
[11:00:20] handy. And then this stuff down here,
[11:00:22] which is the themes, which you can have
[11:00:24] it be light theme or dark theme, as you
[11:00:26] see right here. and then custom CSS
[11:00:28] JavaScript to customize the way this
[11:00:29] looks because some people when they
[11:00:31] white label they want to make this look
[11:00:33] way different. So this is where you will
[11:00:35] configure it to make this whole thing
[11:00:36] look way different or you get a plug-in
[11:00:38] but that's where you would configure
[11:00:39] this stuff change your logo and do all
[11:00:41] that other stuff so you can basically
[11:00:43] customize the settings so to speak and
[11:00:45] make your account look different. Then
[11:00:47] in advanced settings this is just some
[11:00:49] basic stuff. This is account security
[11:00:50] which you're going to want enabled.
[11:00:52] session timeout. This is if after, you
[11:00:54] know, four hours, eight hours, whatever,
[11:00:55] you automatically log out. You can have
[11:00:57] never or not. And then optimize
[11:00:58] experience, which has a couple different
[11:01:00] things where you can basically use some
[11:01:02] surveys, product guide, updates, and
[11:01:04] beta features, and you can just turn
[11:01:05] these on or off just like that. So that
[11:01:08] is company in a nutshell. It basically
[11:01:10] is just a way to make the platform look
[11:01:13] different and customize it and have
[11:01:16] those overall features across the board.
[11:01:18] Then we have the team. So the team is
[11:01:21] very similar to if you come into
[11:01:23] settings on a sub account my staff but
[11:01:26] it is the my staff control of
[11:01:28] everything. So it's like the ultimate
[11:01:29] admin control panel of all staff across
[11:01:33] the board. And in here you basically
[11:01:34] have different user types. You can have
[11:01:36] an agency user an account user. You can
[11:01:38] have them be a user admin owner and you
[11:01:40] can pick the exact sub account you want.
[11:01:42] So in here what you can do is you can
[11:01:44] basically create a user either of agency
[11:01:47] view or just admin or just sub account
[11:01:50] view. And you pick that. And to do that
[11:01:52] you just click add user. You put in
[11:01:53] their first name, last name, email,
[11:01:55] their password. You come right in here
[11:01:57] to roles and permissions. You pick
[11:01:59] whether they want to be a sub account or
[11:02:01] agency, whether you want them to be an
[11:02:03] admin or user. And then you can
[11:02:05] basically restrict certain sub accounts
[11:02:07] and then give them access to these
[11:02:08] features. So if you want, let's say this
[11:02:10] user to only have access to the
[11:02:12] marketing tab, you can turn off all this
[11:02:15] other stuff and all these other tabs in
[11:02:18] high level will be gone. It'll just be
[11:02:20] the marketing tab. So you can basically
[11:02:22] control what they get to see. And the
[11:02:24] way you do that is just by toggling
[11:02:25] these things on and off right in here.
[11:02:28] And you can turn off everything. You
[11:02:29] could just have them have access to
[11:02:30] payments. I mean, you could literally
[11:02:32] just make this software into a, you
[11:02:34] know, a contact CRM. Like you could do
[11:02:37] that. And the way you do that is by
[11:02:38] turning this on and off. So that's how
[11:02:40] you would create users here. So that's
[11:02:41] it. It's as simple as that. You would
[11:02:43] just come in here, add your users, and
[11:02:44] again, you can have it be on agency view
[11:02:46] or sub account view. And this is where
[11:02:48] you'll see your entire team inside of go
[11:02:50] high level and delegate what you want
[11:02:52] them have access to. And you're going to
[11:02:53] want to do this if you're bringing in
[11:02:54] VAS, employees, etc. So that's how you
[11:02:56] do it. Now we move on to billing. So
[11:02:59] billing dashboard is where you're going
[11:03:00] to see your plan and all the payment
[11:03:03] info. This is the plan you are tied to.
[11:03:05] So, you go, "Wow, this is the 497 plan."
[11:03:07] And it'll show you any add-ons you have
[11:03:10] and what sub accounts they're attached
[11:03:11] to. And if you want to skip the trial
[11:03:14] and pay immediately, you can click that
[11:03:15] right here. And then you would click
[11:03:16] this right here if you want to upgrade
[11:03:19] your plan, get a trial extension. So,
[11:03:21] get a longer extension of GoHighle, more
[11:03:23] free days, downgrade your plan. So, move
[11:03:25] from 497 to 297 or cancel your plan. You
[11:03:28] would just click this and follow the
[11:03:30] steps to cancel Go High Level. So,
[11:03:32] that's the way it' work. And then if you
[11:03:33] have any billing questions, you can call
[11:03:34] this number right here and ask them
[11:03:36] stuff on the phone like, hey, I have
[11:03:37] questions about this. But this is where
[11:03:39] you will configure your subscription to
[11:03:42] high level and all the rebuilding. It'll
[11:03:44] be right in here in billing under
[11:03:45] settings on agency view. Then in here we
[11:03:48] have payments. So this will just be your
[11:03:50] credit card info, your billing
[11:03:52] information, any of the payments you've
[11:03:53] made in high level, whether that is
[11:03:54] rebilling, reselling or the software
[11:03:57] subscription, it'll be all right here.
[11:03:58] So you can see all of this wallet and
[11:04:00] transactions. I go in depth on this in
[11:04:02] that other video I talk about. So please
[11:04:05] check that out. But this is an indepth
[11:04:08] like I'm talking indepth view of every
[11:04:10] single transaction made and you can come
[11:04:12] right into detailed transactions and it
[11:04:14] will legitimately show you every single
[11:04:16] little transaction inside of Guables.
[11:04:19] You can see if rebuilding is working, if
[11:04:20] it's not, and you'll be able to play
[11:04:22] with that to know exactly what's moving
[11:04:24] in what area. If you're doing rebuilding
[11:04:26] on the 497 plan, this needs to be
[11:04:28] utilized because there may be some
[11:04:30] people that are not getting rebuild and
[11:04:31] they are taking money out of your pocket
[11:04:33] without you knowing. This is where you
[11:04:35] figure that out and you can figure out
[11:04:37] the time stamp. You can come here to all
[11:04:39] the transaction types, okay, to figure
[11:04:41] out exactly what's going on. If it's
[11:04:43] SMS, if it's LC phone, that way you can
[11:04:45] see exactly what's happening with this
[11:04:48] and then configure it as is or you can
[11:04:50] export it and you can click the exact
[11:04:52] sub account that you want to see the
[11:04:54] transactions on. But that is how you'll
[11:04:55] see all of the minute transactions in
[11:04:57] high level. So then we have
[11:04:58] notifications which just notifies you on
[11:05:00] the wallet and the rebelling. You just
[11:05:02] toggle this on and then collect the
[11:05:04] conditions you want, pick emails you
[11:05:06] want to send to. That way it will just
[11:05:07] alert you with what's going on in the
[11:05:09] account. So again, billing is just a
[11:05:11] place where you will see your go high
[11:05:12] level subscription, what you're paying
[11:05:13] go high level, and then what all of your
[11:05:15] clients are doing inside of go high
[11:05:17] level. So you can see every dollar going
[11:05:18] in and out of high level. A lot of
[11:05:20] people really don't know how to use this
[11:05:21] and I recommend you watch that other
[11:05:23] video because this will help you become
[11:05:24] a pro with high level. So next is phone
[11:05:28] integration. So this is just where
[11:05:30] you're going to see all of the phone
[11:05:32] numbers and who has access to it. So
[11:05:33] remember there's LC phone and Twilio. LC
[11:05:35] phone is what Highle has that is built
[11:05:37] in which is Twilio and then you can plug
[11:05:39] in Twilio which is also LC phone. It's
[11:05:41] very confusing. It's really not. They're
[11:05:42] just kind of the same thing but they're
[11:05:44] actually different companies. So let's
[11:05:46] skip that. So this is where you will see
[11:05:47] all the phone numbers. So LC phone and
[11:05:49] Twilio, you know, native or outside,
[11:05:52] which is Twilio plugged into here. And
[11:05:54] in here, you can just go this and learn
[11:05:55] more about LC phone if you're confused
[11:05:57] on how that works by clicking that. And
[11:05:59] this will just show you all of the sub
[11:06:00] accounts that you can see that have it
[11:06:04] enabled. Doesn't mean they have it, but
[11:06:06] they have that option to buy it. And
[11:06:07] then you can click delete connection or
[11:06:09] whatever you want. There you can export
[11:06:10] all of these. You can move numbers. So,
[11:06:12] if you have one sub account, like, okay,
[11:06:14] I have Declan's Biz and I want to, which
[11:06:17] I don't have a number, that's why it's
[11:06:18] saying that, but if I had a number there
[11:06:19] and I wanted to move it into, let's say,
[11:06:20] Ryan's roofing, you can pull numbers
[11:06:22] from different accounts. Really cool,
[11:06:24] huh? But that way, you can basically
[11:06:26] move it from side to side and H2P status
[11:06:27] will not be moved. But that's how you
[11:06:29] can basically move numbers around from
[11:06:31] sub accounts. You will do it right there
[11:06:33] and move numbers and then you can switch
[11:06:34] all sub accounts to LC phone as opposed
[11:06:36] to Twilio. So, that's how you do that.
[11:06:38] Very simply, it'll show you all the sub
[11:06:39] accounts you have. Account creation.
[11:06:42] Okay, this is just default preferences.
[11:06:43] So, do you want to automatically have
[11:06:45] the phone system linked? We already have
[11:06:46] that enabled. Do you want to allow
[11:06:48] account users to submit A2P registration
[11:06:51] if rebuilding is disabled? Remember, A2P
[11:06:53] registration costs money. It costs like
[11:06:56] 20 bucks. You want to have this not
[11:06:59] checked and maybe you want to just let
[11:07:00] them have for free, but they will rack
[11:07:01] up charges if you do that. So, you want
[11:07:04] to make sure that they are getting
[11:07:05] rebuilt because guess what? If they
[11:07:06] fail, that's your fault and then you
[11:07:08] have to pay their bill for their
[11:07:09] negligence. Then you have automatically
[11:07:11] enable number intelligence. This
[11:07:13] basically just detects spam and does
[11:07:14] other bunch of stuff. You can turn that
[11:07:15] on. It's pretty cool. And then you can
[11:07:16] have a messaging limit and you have to
[11:07:18] have this set up in order this to work,
[11:07:19] but this is just for how many are going
[11:07:21] out so people don't get banned. But
[11:07:22] that's where you would do that. Email
[11:07:23] notification settings. This is just the
[11:07:25] notifications that go in email, but
[11:07:26] we're about to go into email. So don't
[11:07:27] even worry about this. So just to recap,
[11:07:29] phone integration is just all of the
[11:07:31] settings that have to do with Twilio and
[11:07:33] LC phone inside of your high level
[11:07:34] account. This is where you will
[11:07:36] configure everything, moving the numbers
[11:07:37] and do everything. right in here. Next,
[11:07:40] we have email
[11:07:43] services. So, this is where you will
[11:07:45] control all of the emails, okay, for go
[11:07:48] high level. So, you can either have LC
[11:07:50] email, which is lead connector email, or
[11:07:52] you can add in mail gun, which is a
[11:07:54] third party that plugs in, which you
[11:07:56] would go to your mail gun account and
[11:07:57] plug in the API and the domain and plug
[11:07:59] it in. Then you would have Mail Gun be
[11:08:00] your provider. But this is basically
[11:08:02] where you would have the emails for your
[11:08:04] account for them to send out to do
[11:08:06] rebuilding. So, that's where you do it.
[11:08:08] You then basically have where you want
[11:08:09] this. So you can have email verification
[11:08:11] on all these sub accounts by talking
[11:08:13] this on so they get verified first.
[11:08:15] Okay. Risk assessment. This is basically
[11:08:17] just going through all of your email
[11:08:19] verification and saying that bounce
[11:08:20] classification. This is the data on how
[11:08:23] your email domains are doing and and and
[11:08:25] is it bouncing? Is it getting banned?
[11:08:26] Postmaster tools. This is through
[11:08:28] Google. This is a way to optimize your
[11:08:30] email so it gets in more inboxes. This
[11:08:32] is where you do it. If you have
[11:08:33] Microsoft, it will be through here.
[11:08:36] advanced settings which is automatically
[11:08:37] enable email verification for new sub
[11:08:39] accounts. So if you're creating new sub
[11:08:41] accounts with the SAS configurator or
[11:08:42] through go high level this will
[11:08:44] automatically enable it so you can
[11:08:46] basically have them go through and then
[11:08:47] you're good to go. So that's where you
[11:08:49] would add that. Again just like the
[11:08:51] phone integration this is where you add
[11:08:53] all of your stuff in to basically have
[11:08:56] email working properly. It's all through
[11:08:59] here. Everything you need to basically
[11:09:00] get it plugged in and set up. And I have
[11:09:02] videos on setting up your agency, okay,
[11:09:04] on my channel. So go check that out. But
[11:09:06] this is just where everything is. So you
[11:09:07] know like, okay, this is where I need to
[11:09:09] go. This is where you would basically
[11:09:11] plug it in. An LC phone is already
[11:09:12] default, so it's just plugged in. From
[11:09:14] there, you basically just have it
[11:09:15] plugged in and you set up your email and
[11:09:17] you're done. So it's easy. So I'd
[11:09:19] recommend using LC email as opposed to
[11:09:20] mail because it's already plugged in and
[11:09:22] the work is done. But this is where you
[11:09:23] will configure all of that. Then you
[11:09:25] will have system emails. So, what this
[11:09:28] is is this is all of the settings to do
[11:09:32] with the emails that get set out
[11:09:34] automatically. When a new user gets
[11:09:35] added, when someone logs into a
[11:09:37] community, when someone, you know, buys
[11:09:39] your thing, this will be the email that
[11:09:41] goes out automatically. A lot of people
[11:09:42] are confused on how to set this up. This
[11:09:44] is through system emails. If you are
[11:09:45] automatically selling people stuff and
[11:09:47] they're getting emails and you don't
[11:09:48] like the way it looks, you come into
[11:09:50] settings on agency view and go to system
[11:09:51] emails and you change it. So you can
[11:09:53] click change template right here and you
[11:09:55] can play with the exact template and you
[11:09:57] can go and create a new one. You can
[11:09:58] pick the exact sub account you want it
[11:10:00] on. That's going to be the email that is
[11:10:02] sent out when any of this is created. If
[11:10:04] someone is resetting their password,
[11:10:06] this is where you will create that
[11:10:07] initial email. So when someone's logging
[11:10:08] in says forgot password, this is the
[11:10:10] email that's being sent to them. You can
[11:10:12] come in and configure this the way you
[11:10:14] want it to be. Same with the
[11:10:16] verification code. you can come in,
[11:10:17] change template, play with it, and make
[11:10:19] it look different depending on what
[11:10:21] you're doing. That way, you can have
[11:10:24] full functionality of what's going
[11:10:26] because sometimes people don't like
[11:10:27] this. Maybe you want to put your logo on
[11:10:28] it. Maybe you want it to say a nice
[11:10:30] message. Maybe you want to have a, you
[11:10:31] know, a calendar for them to book a
[11:10:33] call. That's where you're going to
[11:10:34] configure all this. And then in
[11:10:35] settings, you would just have the
[11:10:37] default system picture, which is what we
[11:10:39] added up there, which you can remove,
[11:10:41] update, which is just plugging in sign
[11:10:43] to media storage. And then you have
[11:10:44] right here the color for the sample
[11:10:46] button. You know, you want to make it
[11:10:47] red, you want to make it whatever. You
[11:10:49] click that and then you're done. So that
[11:10:50] is the system email. It is just the
[11:10:53] default settings for sending out emails
[11:10:55] on users being created, new clients, you
[11:10:58] know, people resetting their passwords.
[11:11:00] This is where you would configure it and
[11:11:01] just follow along exactly as I taught in
[11:11:03] order to get it. So now we have LC
[11:11:05] premium triggers. So this is just if you
[11:11:07] want this enabled on the sub account or
[11:11:09] not. This is with rebuilding. I
[11:11:11] recommend you watch that video. This
[11:11:13] goes into rebuilding. So, this is making
[11:11:15] a little bit of money off of every
[11:11:17] premium LC trigger. And you would just
[11:11:19] click this on or off. And if you have
[11:11:21] SAS mode turned on, it would show you
[11:11:22] how to do this. You would just click
[11:11:23] this on. It'll have SAS mode and it will
[11:11:25] then start building this. This is just a
[11:11:27] way because you can have this default
[11:11:28] set up on all your accounts. But this is
[11:11:30] just a way to turn stuff on and off for
[11:11:33] certain accounts. You would come right
[11:11:34] in here and this has to do specifically
[11:11:36] with LC Premium Triggers. If they're
[11:11:38] using it, this is where you would access
[11:11:40] it. Then the same exact thing for AI
[11:11:44] employee. So if you don't know what AI
[11:11:46] employee is, it is this right here. It
[11:11:48] is for $97 you get access to unlimited
[11:11:51] voice AI, unlimited funnels and website
[11:11:52] AI, unlimited reviews AI, unlimited
[11:11:54] conversational AI, unlimited content AI,
[11:11:56] and unlimited workflow AI. It is a
[11:12:00] package that they've created and it is
[11:12:01] the exact same thing as LC Premium
[11:12:03] Triggers as far as clicking this on and
[11:12:06] clicking it off. It's just a way to go
[11:12:08] in quickly and turn them on and off for
[11:12:10] the sub accounts. That way they can use
[11:12:13] AI employer. You can sell it to them and
[11:12:15] it just gives you that little bit of
[11:12:16] functionality. Same thing with Workflow
[11:12:18] AI. You come in, you pick the exact sub
[11:12:20] accounts you want this for. And Workflow
[11:12:22] AI, it's the same rubric. You pick
[11:12:24] exactly what you want. You turn it on or
[11:12:26] off, you're good. And this is for
[11:12:28] Workflow AI, which is part of AI
[11:12:29] employee domain purchase. Same thing.
[11:12:32] You turn it on and off the way you want
[11:12:34] it. Just like that. autocomplete address
[11:12:36] the same thing. So now we move on to
[11:12:39] private integrations. So this is beyond
[11:12:42] app marketplace. This is plugging in
[11:12:44] thirdparty providers into your agency
[11:12:46] dashboard, not just your sub accounts.
[11:12:48] So you click new integration, you put in
[11:12:51] the name you want, the description, and
[11:12:53] then you're basically going to select
[11:12:54] the exact scope and plug in a different
[11:12:56] software. This could be Zapier, this
[11:12:57] could be you name it. It's plugging in
[11:13:00] an integration into your agency to
[11:13:02] change high level altogether. This is
[11:13:04] some more advanced developer stuff, but
[11:13:06] this is where you would do it right in
[11:13:08] private integrations. Then we have
[11:13:10] affiliates. So then you have affiliate
[11:13:12] settings, which is just the affiliate
[11:13:14] program. Some extra little settings. You
[11:13:15] actually don't really need to go into
[11:13:16] this cuz it's already in the affiliate
[11:13:17] dashboard, but this is where you would
[11:13:19] add it. And then adding a Facebook pixel
[11:13:21] ID and anything else. And then you just
[11:13:22] click save. So that's that. Then we have
[11:13:25] custom menu links, which is super cool,
[11:13:28] which a lot of people don't know how to
[11:13:29] do. So pay close attention because I'm
[11:13:31] going to walk you through this exactly.
[11:13:32] So now we're on custom menu links. Okay.
[11:13:35] So what a menu link is is it's one of
[11:13:37] these. That is a menu link and it's on
[11:13:39] agency side and on sub account side and
[11:13:42] you can build one for both. You can do
[11:13:43] whatever you want and it's so cool and
[11:13:45] it's so underutilized. I don't see
[11:13:47] people using this a lot that are more
[11:13:49] like lower tier. But if you have a SAS,
[11:13:51] you know, company and you're doing well,
[11:13:52] you can add all kinds of cool stuff in
[11:13:54] here. So you're going to come right in
[11:13:55] here. You're going to click create new.
[11:13:56] Select your icon. So we're going to do
[11:13:58] YouTube. Remember the icon is this thing
[11:13:59] little right here. Okay. Then we're
[11:14:01] going to click title. So, we're going to
[11:14:02] do Declan's YouTube. Okay. Then you're
[11:14:05] going to pick the URL. So, you can put
[11:14:07] whatever you want. This can be a web
[11:14:08] page, a social media page, a calendar
[11:14:10] link, whatever you want. You plug it in.
[11:14:13] Simple as that. And you click paste. And
[11:14:15] then you're going to scroll right down
[11:14:16] here. And you can basically pick how you
[11:14:18] want to pop up. Do you want it as an
[11:14:19] iframe? You can have an iframe if it's a
[11:14:21] page. We could do with a YouTube video,
[11:14:22] but not with YouTube channel. You can
[11:14:23] have it open up in a new tab. So, that
[11:14:25] pops up in a new tab or open in current
[11:14:26] window. So, we're going to do open in
[11:14:27] current window. Then you can pick, do
[11:14:29] you want it on agency sidebar, which is
[11:14:31] this sidebar, or sub account sidebar,
[11:14:33] which is this. We are going to do both.
[11:14:36] And then we're going to click what sub
[11:14:37] accounts you want. We're going to click
[11:14:38] all. Why? Because we want them all.
[11:14:40] Exclude. No, we don't want excluding.
[11:14:41] And then rolebased visibility. Do you
[11:14:43] want certain people to see these vers?
[11:14:45] This is good. If you have coaches and
[11:14:46] programs like that, you can do it like
[11:14:47] that, but we're just going to click all.
[11:14:48] And then we're going to click save. So
[11:14:51] boom, there we see it right here. Here
[11:14:54] is my menu link. So let's check on sub
[11:14:56] account view first. Boom. Look at that.
[11:14:58] How cool is that? It's popping up on the
[11:15:00] menu now. So, we click view and it takes
[11:15:03] me to my YouTube channel. Let's go to
[11:15:06] agency view. Oh my gosh, look it up. I
[11:15:08] click that, too. Boom. Takes me to my
[11:15:10] YouTube channel. How stinking cool is
[11:15:13] that? So, that's how you do it. And then
[11:15:15] to edit it, you can click that right
[11:15:16] there or delete it to get rid of it
[11:15:18] entirely and then it is gone. Those are
[11:15:20] custom links and they are incredibly
[11:15:22] powerful. So, now we come down to
[11:15:24] Stripe. So, this is going to be where
[11:15:27] you plug in Stripe, which is the payment
[11:15:29] processor. You would follow the steps.
[11:15:31] You would click, you know, log in. It'll
[11:15:32] take you through exactly what you need
[11:15:34] to do to plug in your Stripe to your
[11:15:36] account. Now, I have a setup video which
[11:15:37] you can watch, which goes into this, but
[11:15:39] that's how you would do it. And then to
[11:15:40] disconnect, you would click this right
[11:15:41] here, acknowledge, and then it will
[11:15:43] disconnect your Stripe, so you can plug
[11:15:44] a different one in. So, then we have API
[11:15:46] keys. So, this is for if you're using
[11:15:48] stuff with the app marketplace and
[11:15:50] you're trying to plug in custom apps,
[11:15:51] you're going to need API keys to plug
[11:15:53] stuff in. And you can do that right in
[11:15:56] here. You can create new and you can add
[11:15:57] them in. You can kind of see which ones
[11:15:59] you have and this will all be generated
[11:16:01] through here. So this is where you will
[11:16:02] see access to all that. So make sure
[11:16:04] that you look at this if you're confused
[11:16:05] at all because this is where it's going
[11:16:06] to be all of your agency API keys. Then
[11:16:08] location API key, which is your sub
[11:16:11] account. Then we have compliance. So
[11:16:13] this is anything with HIPPA, GDPR, any
[11:16:16] of these sort of like compliance acts,
[11:16:18] they'll be right in here. And this you
[11:16:20] have to pay for if you're doing stuff
[11:16:22] with medical. It's some sort of
[11:16:23] insurance thing. I don't use it, but
[11:16:25] you're going to need it if you're in
[11:16:26] that industry. And then GDR compliance
[11:16:28] is stuff for Britain and you know the
[11:16:30] the overseas people, which we actually
[11:16:32] need to have, which you could have in a
[11:16:34] privacy policy, but this is basically
[11:16:35] compliance to make sure that you are
[11:16:36] following the right standards. You do
[11:16:38] not need to have this if you're not in
[11:16:39] that industry, but for certain people,
[11:16:40] you will need to use it. This is where
[11:16:42] you will see all of your compliance
[11:16:43] stuff. Last but not least is the audit
[11:16:45] log. So this is awesome because what
[11:16:48] this is is this is a complete list of
[11:16:51] every single action in go high level
[11:16:54] every sub account every agency you will
[11:16:56] see everything see the menu links I just
[11:16:58] created those are there Ryan's roofing
[11:16:59] it shows everything every single data
[11:17:02] point on anyone in your agency so you
[11:17:04] know exactly who's doing what where
[11:17:06] they're doing you know if employees are
[11:17:07] being honest or lying to you basically
[11:17:10] see everything you basically know what
[11:17:13] people are doing when they're doing it
[11:17:14] who's deleting what because somes People
[11:17:16] go, I didn't delete the website. And
[11:17:17] then right here it says that John
[11:17:19] deleted the website. That's where you'll
[11:17:21] see all this is in audit logs. And this
[11:17:23] is over the entire account. Now sub
[11:17:25] accounts have audit logs, but that's
[11:17:26] just for the sub account. This is for
[11:17:28] the entire go highle account. And you
[11:17:31] can search for stuff. You can select
[11:17:32] what users you want in here, what
[11:17:34] actions, what they've done, you know,
[11:17:36] basic stuff. The timing. That way you
[11:17:38] can get it narrowed down. But this is
[11:17:40] great to make sure you have like a basic
[11:17:42] insurance policy to know who's doing
[11:17:43] what and to make sure you have data on
[11:17:45] people if they say dumb stuff like I
[11:17:48] didn't do that or I did. You can look
[11:17:49] and be like yeah well you did. I see it
[11:17:51] right there. Sometimes people are
[11:17:52] dishonest but this is where you'll see
[11:17:54] that overarching view of goal. You can
[11:17:56] know what everything does. So that's it
[11:17:59] in a nutshell. So that is audit logs. So
[11:18:02] that is agency view. You did it. You
[11:18:05] made it through this ridiculously long
[11:18:07] ass video. I appreciate you doing this.
[11:18:09] I really do. But more importantly, you
[11:18:11] should appreciate yourself for taking
[11:18:12] the time to better yourself and master
[11:18:14] High Level. So again, thank you. If you
[11:18:16] guys have any questions at all, drop
[11:18:18] them in the comments down below. If you
[11:18:19] are interested in High Lee, check out
[11:18:20] the link down below. But more
[11:18:21] importantly, I know you've already
[11:18:23] watched a lot of videos. You probably
[11:18:24] don't want to watch anymore, but watch
[11:18:25] the video that pops at the end because
[11:18:26] it's going to show you really what we
[11:18:28] have in our private community, okay?
[11:18:30] What we do, who we help, how this works,
[11:18:32] and it's going to show you all of the
[11:18:33] amazing free bonuses. And I'm being
[11:18:35] serious. I don't think you want to miss
[11:18:36] out on these free bonuses because they
[11:18:38] could be the thing that changes
[11:18:40] everything for you. I know a lot of
[11:18:41] other people have said that. I'm not
[11:18:42] saying it's going to happen for you, but
[11:18:44] I have seen this happen a lot where
[11:18:45] people come in, they're like, "Oh my
[11:18:46] gosh, if only I had this earlier, I
[11:18:47] would have crushed way faster." So
[11:18:49] again, guys, thank you for watching. If
[11:18:51] you have questions, drop them down
[11:18:52] below. And make sure you watch the video
[11:18:53] at the end of this one because I think
[11:18:55] you're really going to like it and I
[11:18:56] think it's going to help you.