Day 3: AI Agency Bootcamp | GoHighLevel & CRM Mastery [FULL COURSE] — Transcript
Full transcript
- 0:00Hello and welcome to the third module of
- 0:03the AI agency bootcamp. This is going to
- 0:04be a bit of a shorter one. I wanted to
- 0:06dedicate a full
- 0:08separate module towards GoHighLevel, um
- 0:11which is the all-in-one CRM software
- 0:12that we use to manage the entire agency
- 0:15from.
- 0:16Um so this is just going to be a quick
- 0:18setup walk-through of how to
- 0:20kind of navigate the platform, um what
- 0:22you need to look out for, what's
- 0:23necessary, what's not necessary.
- 0:26It is such a mandatory component in the
- 0:28setup process that I just wanted to I
- 0:30didn't want to get this mixed up with
- 0:31anything else. Um so all the the rest of
- 0:33the setup stuff
- 0:35fundamentally we went through a lot of
- 0:36that stuff in the last module.
- 0:39If you haven't watched module one and
- 0:41module two, by the way, go do that.
- 0:43It's a lot of
- 0:44>> [snorts]
- 0:44>> um
- 0:45good information in them and uh just a
- 0:47lot of necessary setup stuff as well
- 0:49that we need to cover first.
- 0:50But essentially GoHighLevel is the
- 0:53all-in-one CRM that we [clears throat]
- 0:55manage everything
- 0:57uh
- 0:57>> [snorts]
- 0:57>> both for your own agency, but also for
- 0:59your clients. How to build everything,
- 1:00how to set up all the funnels, websites,
- 1:02pipelines,
- 1:04manage all the potential customers, um
- 1:07you know, set up AI agents, send
- 1:09contracts, um take payments. All that
- 1:12stuff is done through GoHighLevel.
- 1:14GoHighLevel has also made their own um
- 1:17estimate of how much money you're saving
- 1:19by just having everything on its own
- 1:21platform, which I'm a testament to this
- 1:23as well. I've been using GoHighLevel for
- 1:24the past 2 and 1/2 years.
- 1:26I don't know a single agency owner that
- 1:28doesn't use GoHighLevel, so
- 1:30this is just a a mandatory fixed cost
- 1:33for your agency, but you really don't
- 1:35have to pay for that much else aside
- 1:37from GoHighLevel.
- 1:38Um and if you haven't created your
- 1:40account yet, cuz you're going to need
- 1:41this, there's going to be a link in the
- 1:43description down below with a 14-day
- 1:45free trial plus all the snapshots,
- 1:47meaning all the packages with features
- 1:50that we use inside of our agency. So all
- 1:52the funnels, pre-builds,
- 1:54pipelines [snorts] pre-built,
- 1:55automations pre-built, all of our
- 1:57contracts,
- 1:58pre-built AI agents as well. You're
- 2:00going to get that all for free if you
- 2:01sign up in the link down below.
- 2:03Um we are an affiliate to GoHighLevel,
- 2:05but there's no extra price. You're
- 2:06paying the same. Um and you also get a
- 2:0914-day free trial if you sign up. That's
- 2:10just a small bonus that we get
- 2:13um from being a GoHighLevel affiliate.
- 2:16But yeah, there's the 97 uh a month
- 2:18plan, the 297, and the 497. Uh the 497
- 2:21is going to be completely useless for
- 2:24you in the beginning. It's just if you
- 2:25want to build your own
- 2:26white-label SaaS platform,
- 2:29um
- 2:29which is and you use GoHighLevel's
- 2:32display as the template behind that,
- 2:34which if you're
- 2:35in your first year of business, you're
- 2:36not going to use that. I still haven't
- 2:38used it to this day.
- 2:39Um [snorts] 97 and 297 are the same.
- 2:41It's just 297 you have unlimited
- 2:43subaccounts, and then you have uh three
- 2:45subaccounts on the 97
- 2:47dollar a month plan.
- 2:49Um you're going to need one subaccount
- 2:50for yourself, for your own agency, and
- 2:52then one for each client that you take
- 2:54on, cuz that's where you manage
- 2:56everything. So, you have the same like a
- 2:57layout,
- 2:59which is with different client
- 3:00information.
- 3:01Um if you're confident that you're going
- 3:02to sign a lot of clients in the first
- 3:03month, then you can go for the 297
- 3:05directly.
- 3:06But otherwise, you could stick to this
- 3:07one and then upgrade when it's needed.
- 3:10Um
- 3:11But yeah, it's a great platform. It's a
- 3:13game-changer. You're saving a lot of
- 3:14money. You're saving a lot of time, and
- 3:16you're also saving a lot of headache
- 3:18by not needing a million tabs open at
- 3:20the same time. So,
- 3:22yeah, go ahead and create your account.
- 3:25Uh I also made a small guide in this
- 3:26document if uh you just want to look at
- 3:29what I think is necessary to even pay
- 3:30attention to.
- 3:32It is a very beginner-friendly platform,
- 3:33but there's a lot of just like,
- 3:36>> [snorts]
- 3:37>> you know, university SaaS education,
- 3:39GoHighLevel's in merch, like don't get
- 3:41this mixed up with what's actually
- 3:43useful inside of uh GoHighLevel.
- 3:45This is like the stuff you're going to
- 3:46use.
- 3:48On the subaccount level, you pretty much
- 3:49use everything. Uh you can disregard
- 3:51kind of these like small things at the
- 3:52bottom. Um and AI agents, you can
- 3:55definitely build AI agents as well. I
- 3:57don't want you to disregard this fully.
- 3:59But we just prefer to build everything
- 4:01on a third-party flat platform if we're
- 4:03building AI voice agents on Vapi or
- 4:06Retail or 11 Labs, whatever it may be,
- 4:08and then we're connecting that through
- 4:09the automations that we already have in
- 4:11GoHighLevel.
- 4:13So that's pretty much how we set it up.
- 4:14Um but yeah, without further ado, we'll
- 4:17cover everything. What this It'll be a
- 4:19basic walk-through.
- 4:21There is a billion guides on YouTube if
- 4:23you just want to have a more like
- 4:26detailed setup guide on GoHighLevel. I'm
- 4:28just teaching you the the uh necessities
- 4:31of how to set everything up.
- 4:33GoHighLevel also want to I want to
- 4:34preface this in the beginning. They have
- 4:36some of the best, if not the best,
- 4:38support
- 4:40out of any platform I've ever used. Um
- 4:43so anytime you have questions, you can
- 4:45just hop on a one-on-one call with
- 4:46somebody from their support team. You
- 4:48just click the blue button with the
- 4:49white question mark in the top right.
- 4:51Um click start soon.
- 4:54You'll be asked a few questions uh about
- 4:56your situation, where inside of the
- 4:57platform uh that issue occurs.
- 5:00You'll be added to your queue, and then
- 5:01you can hop on a one-on-one call with
- 5:02them. That's literally how I learned the
- 5:04platform in the beginning.
- 5:06It's just hopping on calls with them,
- 5:07and um
- 5:08it's completely free. They're always
- 5:10available. It's like a 5-minute queue
- 5:11max, and then you can hop on.
- 5:14In the agency level, the only thing we I
- 5:16really,
- 5:17you know, recommend setting up is a
- 5:19white label domain. Um if you have your
- 5:21domain, you already purchased that on in
- 5:24the previous model module.
- 5:26You can set up a white label domain, so
- 5:27it looks a bit more professional in the
- 5:29top. Now it just says app.gohighlevel.
- 5:31Um if you set this up, it'll say
- 5:33app.yourdomain.
- 5:35So that's just a professional touch if
- 5:37you're selling this to
- 5:39your clients or whatever.
- 5:40Um feel free to do that. And then you
- 5:43also need to set up the billing.
- 5:45So
- 5:47Sorry, in the setting section,
- 5:49Um um
- 5:50billing, everything gets billed from the
- 5:52agency level.
- 5:53That's something that a lot of people
- 5:55don't understand, but
- 5:56even if you have sub accounts with
- 5:58clients and they link their card on um
- 6:03their sub account, if they're spending
- 6:05money on SMS or email or whatever it may
- 6:07be,
- 6:08and [snorts] they're getting billed for
- 6:10that action, it still gets billed from
- 6:12the agency level and then you can rebill
- 6:15the clients via Stripe uh through their
- 6:18cards that they have set up in their sub
- 6:19account.
- 6:20So, you still you like money doesn't
- 6:23disappear from your pocket by them
- 6:25spending money on SMS, but it is like a
- 6:27full circle kind of system where it gets
- 6:29spent from the agency level and then
- 6:32once it gets spent,
- 6:33you charge their card on their sub
- 6:35account.
- 6:36Uh it's a pretty dumb system, but that's
- 6:37just the way it works and
- 6:40um
- 6:40just make sure that if you have like a
- 6:42credit card, ideally,
- 6:43you set it up with a credit card.
- 6:46It's just a lot easier than uh just
- 6:47needing to like, you know,
- 6:49have like a an account on an LLC or
- 6:51whatever and just like refill them, you
- 6:53know. Just uh have like a credit card,
- 6:56set up the billing,
- 6:57and then set up the white label domain.
- 7:00Cover GHL support. So, the last thing is
- 7:02really just setting up the sub accounts.
- 7:03You head to the sub accounts. You also
- 7:05see all the account snapshots. This is
- 7:07where you have the snapshots. Um
- 7:10So, everything in total and then you
- 7:12have the imported snapshots that you
- 7:13have from like different entities or
- 7:14whatever.
- 7:15Shared snapshots, um and then also
- 7:18snapshot templates if you want to create
- 7:19your own.
- 7:20>> [snorts]
- 7:20>> That's pretty much it.
- 7:22Um but so if you
- 7:24sign up with our account, you will be
- 7:26asked to import all the snapshots
- 7:27directly onto the account.
- 7:29>> [snorts]
- 7:29>> That's pretty much it. And then the sub
- 7:31accounts,
- 7:32uh if you want to search the sub
- 7:33accounts, I'll probably have to blur
- 7:35some of the stuff out cuz we have a lot
- 7:36of clients under this account. Um but
- 7:40that will be seen uh here if you want to
- 7:43access the sub accounts, and then this
- 7:44is where you create them.
- 7:45>> [snorts]
- 7:46>> So, you just click create sub account.
- 7:48I would use marketing agency as the
- 7:49template. You could also choose which
- 7:51snapshots you want to be on.
- 7:54You the new sub account.
- 7:56Marketing agency.
- 7:58Continue.
- 7:59And then just type your location. This
- 8:01can be pretty broad. I'm in Stockholm at
- 8:03the moment, so I'll just text that and
- 8:04then proceed. This is where you add all
- 8:07your information. So,
- 8:10first name, last name,
- 8:11email, business niche. So, business
- 8:14niche I would just do marketing agency.
- 8:15You don't have to do anything more
- 8:17specific. You keep it pretty
- 8:20pretty broad. Business phone.
- 8:23You fill out all your information and
- 8:24then website. If you have you should
- 8:26have your website from the previous
- 8:27module, but if you don't have that, then
- 8:30you you just want to create your
- 8:31account.
- 8:32Um
- 8:33just click a dot and then you can
- 8:34proceed and then the time zone. The time
- 8:36zone is very important that you get it
- 8:37right cuz if you're sending
- 8:40um
- 8:41SMS
- 8:42through your account
- 8:44and you have it set to like 9:00 a.m. to
- 8:465:00 p.m. in Eastern time zone in the US
- 8:48cuz that's where your client's tell us
- 8:50that. You're if you're set to like
- 8:53European time zone or even like
- 8:54Australian or something like that,
- 8:56um
- 8:58it's just going to send during the night
- 8:59and that will decrease the
- 9:00deliverability of the campaigns or it
- 9:02would decrease the pickup rate. Just
- 9:04make sure that the time zone of the
- 9:05account
- 9:06is set right. Um and yeah, then just
- 9:09click this is my own account or this is
- 9:10my client's account, so they know that
- 9:12as well.
- 9:13And then you add the sub account. And
- 9:15then once we've done that, we'll head
- 9:16into the sub account.
- 9:19Um
- 9:20this is an account that we haven't
- 9:21really used, so I'll just show
- 9:22everything inside of here.
- 9:24Um first of all, we need to set up the
- 9:26calendar.
- 9:28So, we click on calendars. You come to
- 9:30calendar settings and then connections.
- 9:33And then you want to add your Google
- 9:35calendar. So, if you click connect on
- 9:37Google Calendar, you'll be asked to sign
- 9:39in with sign in with email. If you If
- 9:41you created your Google Workspace email
- 9:43in the previous module, you should have
- 9:45signed up for an account
- 9:47with that professional email on Google
- 9:50Calendar, so everything is linked. And
- 9:52that's ideally
- 9:53what you want to connect
- 9:55now with your new GoHighLevel account as
- 9:57well.
- 9:58Link Google Meet or Zoom, whatever
- 10:00you're using. I don't really have a
- 10:01preference, I'll use both.
- 10:03Zoom is
- 10:05you [clears throat] need to pay
- 10:07for Zoom
- 10:09if you're taking calls past 45 minutes.
- 10:12I actually had a sales call like 2 years
- 10:14ago and that was one of my first
- 10:16proper sales calls ever with a realtor.
- 10:19Um
- 10:20and uh
- 10:22who knows, maybe like it was a very good
- 10:23meeting. He might have closed if I just
- 10:26wasn't the call further and then we had
- 10:27spoken for 45 minutes, the meeting just
- 10:29cut off and I never heard from him
- 10:30again.
- 10:31Um so, maybe he wouldn't have closed
- 10:33actually, but
- 10:35still, I've used Google Meet for the
- 10:36most part. It's completely free, you can
- 10:38sign up for that. Or if you just want to
- 10:40pay for Zoom, that's fine as well.
- 10:42Or keep it below 45 minutes.
- 10:44Um so, yeah, connect that and then we'll
- 10:47head back into calendars.
- 10:49>> [snorts]
- 10:49>> We'll
- 10:51Yeah, we'll create the calendar first
- 10:53cuz I'll just show. You need to add
- 10:54yourself
- 10:55in the staff section as an admin
- 10:58to be to be able to add yourself.
- 11:00Uh I can actually show that first.
- 11:03So, make sure to add yourself as an
- 11:04admin. You head to my staff inside of
- 11:06the sub account um
- 11:08and then I've already done it here,
- 11:10but click add user.
- 11:13Just click on first last name and then
- 11:15your email. This needs to be a secondary
- 11:17email cuz if you have the same email on
- 11:19your admin profile
- 11:20as the email that you have signed up on
- 11:22the account with, it's just going to say
- 11:24somebody else within this agency is
- 11:25using this email. Um
- 11:27so, it's pretty dumb, but you need to
- 11:29just sign up with a different email.
- 11:32Um and then I'll do that quickly.
- 11:40You done one and then uh make sure to
- 11:43add yourself as an admin and then you
- 11:44click save and then you'll be
- 11:47added as an admin and then we head back
- 11:48into calendars.
- 11:50Click new calendar. Uh we usually do a
- 11:52round robin.
- 11:54It's just going to be yourself in the
- 11:55beginning. A round robin is essentially
- 11:57um
- 11:58a calendar type where you can throw
- 11:59around meetings to optimize for
- 12:02you know, equal distribution or um who
- 12:04is available at that specific time. If
- 12:06you have for our agency, for example, if
- 12:08we have multiple closers that are taking
- 12:10sales calls,
- 12:11we
- 12:12uh want to distribute those sales calls
- 12:14equally across the team. It's just going
- 12:17to be you in the beginning. I would
- 12:17still set up a round robin cuz that's
- 12:19easier.
- 12:20>> [snorts]
- 12:20>> Uh we'll just name the calendar
- 12:22something simple
- 12:24like 45-minute discovery call.
- 12:28And then you can do
- 12:32like your agency name.
- 12:34So, like your agency name.
- 12:36Um
- 12:38and then this is where you select your
- 12:39team team members. So, if you haven't
- 12:41added yourself as in the staff section,
- 12:43this won't pop up. It will be blank.
- 12:45Just make sure that that you're added.
- 12:47Uh
- 12:47>> [snorts]
- 12:47>> meeting duration, I'll set this to 45
- 12:49minutes usually.
- 12:51Um accept payments, you can leave this
- 12:53off.
- 12:54And then we click confirm.
- 12:56And then once that calendar is created,
- 12:58we want to come to edit.
- 13:01And then this is where we'll just set up
- 13:03the rest of the basics. So,
- 13:04if you have a logo, you can add that in
- 13:06here. Uh looks a bit more professional.
- 13:08I don't want to I don't want you to
- 13:10spend too much time on creating a logo
- 13:11if you don't want if you don't have one.
- 13:13That's just another part of those things
- 13:15that
- 13:16people spend too much time on. It's like
- 13:17their logo or their name. So, just
- 13:20if you don't have one, leave that for
- 13:22now.
- 13:23Uh create the name.
- 13:25Write a description. You can use AI for
- 13:26the description.
- 13:28Um
- 13:29rest of the stuff you can leave blank.
- 13:30Contact name, this is the meeting invite
- 13:32title. So anytime somebody books in a
- 13:33call on this calendar,
- 13:36uh this is what it would say on the
- 13:37invite to them. We have this custom
- 13:39value
- 13:40that says contact name. So
- 13:42their name will pop up
- 13:44in here. It will say their name and then
- 13:47you could do like you could do your
- 13:48name. Just have their name, your name or
- 13:51uh like demo call.
- 13:54Your agency name or just your name. Both
- 13:57works well.
- 13:58Most of the time you're going to do your
- 13:59name in the beginning cuz uh you're
- 14:02yourself you're going to start more as
- 14:04an independent contractor
- 14:06when you're starting your agency. Um
- 14:09and then um
- 14:11you [clears throat] know, once you have
- 14:13multiple closers that are maybe taking
- 14:14calls, you might like write your
- 14:16agency's name. It's not the biggest
- 14:17deal.
- 14:18Um staff location, this is where this is
- 14:20where you can add multiple team members
- 14:22if you have multiple team members in the
- 14:23staff section. You add them and then you
- 14:25can optimize for availability or
- 14:27optimize for equal distribution. So
- 14:28let's say you have like nine sales
- 14:30calls, you got three closers on the team
- 14:33and um
- 14:34you know,
- 14:35if they have their calendars added as
- 14:37well, they optimize for availability.
- 14:40Uh whoever is available at that specific
- 14:41time if somebody booked in at like 5:00
- 14:43p.m. and somebody else is taking a
- 14:44different meeting or they're out doing
- 14:46something with their family, you get the
- 14:47point.
- 14:48Uh or optimize for equal distribution if
- 14:50everybody's available on the team and
- 14:52can take calls at all times. Um
- 14:55it will just give it to whoever
- 14:57like
- 14:59nine calls, three closers, so it would
- 15:01just give them three each. You get the
- 15:02point.
- 15:03Um you probably wouldn't have three
- 15:04closers if you're booking nine calls a
- 15:05day cuz a closer could really take nine
- 15:09calls in a day themselves, but
- 15:11you get the point. Um it's just going to
- 15:13be you in the beginning.
- 15:14Since it's only me, I will set myself to
- 15:16high priority and then custom, link my
- 15:18Google Meet. So
- 15:20that's that. And then
- 15:23um you can also set this priority.
- 15:24Whoever like closer you want to take the
- 15:25first calls.
- 15:27You get the point. Um
- 15:29availability, you can set your
- 15:31availability if you want want to edit
- 15:32this.
- 15:33Um
- 15:35I just have it to 8:00 a.m. to 5:00 p.m.
- 15:37Um Monday to Friday. Most of the time
- 15:39you're not going to take calls on
- 15:40Saturday and Sundays
- 15:42cuz businesses are not available.
- 15:44This should also be set to the right
- 15:45time zone. Um
- 15:47and uh for now for example for our
- 15:49agency we have um closers that are
- 15:52literally working like night time to fit
- 15:55like the US time zone. That's something
- 15:57you might have to do yourself as well.
- 15:59Um
- 16:00or would you just kind of figure out a
- 16:01good balance between that if you're just
- 16:02taking like calls at night time for
- 16:04example. That's something I used to do
- 16:05in the beginning
- 16:07uh since I was based in Europe.
- 16:08And um you know that used to be like 6
- 16:11to 9 hours difference.
- 16:14Um
- 16:16so
- 16:17you do that. You kind of have to you
- 16:19know do your due diligence with that.
- 16:21Um and then booking rules you can leave
- 16:24all this pretty blank. Um
- 16:26minimum scheduling notice I would do
- 16:28like we've always done 8 hours. So 8
- 16:30hours is the earliest
- 16:32time before the call occurs that you can
- 16:34book in.
- 16:35Um
- 16:37just what you're comfortable with
- 16:38really. And then the day range we've
- 16:40always set this to 4 days. So this is
- 16:42the longest time into the future a
- 16:45prospect can book in a call.
- 16:47Meaning if you're set if you're setting
- 16:49this to like
- 16:51a week or like 2 weeks
- 16:53if somebody books in a call in 2 weeks
- 16:55and it's cold traffic as well like
- 16:56they're just not going to show up to
- 16:57that call. They have forgot about the
- 17:00fact that they booked in a call with
- 17:01you.
- 17:02Um so how that's set is like 4 days.
- 17:03That's always what we had. 4 days is
- 17:05like short enough to where they're
- 17:06probably remember it but then long
- 17:08enough to we give them like some ability
- 17:10or some flexibility with their um
- 17:12schedule.
- 17:13If you set it to 2 days like no one will
- 17:15really be available.
- 17:18Um
- 17:19And the rest of the stuff you can really
- 17:21leave if you want to have like maximum
- 17:22bookings per day, you can set that, but
- 17:24it's not mandatory.
- 17:26And then advanced settings,
- 17:28you can always you you're going to have
- 17:29like a default form from GoHighLevel
- 17:31themselves. You can kind of leave this.
- 17:33Um accept payments, you can turn this
- 17:35off. We have always That's like the main
- 17:36thing we haven't done through
- 17:38GoHighLevel is actually take payments.
- 17:40So, we just send like a separate link
- 17:42through Stripe or um Stripe is the only
- 17:45one that we've used for a long time. I
- 17:46wouldn't recommend it today.
- 17:47Um I've heard a lot of like horror
- 17:49stories from people getting their
- 17:50accounts fro- frozen and stuff.
- 17:53Um
- 17:54but yeah.
- 17:55You can
- 17:56do with this what you want. Like this,
- 17:58you can set up payments
- 18:00um or just leave this blank.
- 18:02And this is not really
- 18:04correlated with taking payments, by the
- 18:05way, but still.
- 18:08Um
- 18:09yeah, just leave all this blank. Then
- 18:10your calendar is set up and you just
- 18:12click save changes.
- 18:13Um
- 18:15the other stuff is just walk through
- 18:16like conversations. This where you have
- 18:18all the all in one CRM.
- 18:20Once again, this is a new account. We
- 18:21haven't used this for anything, so this
- 18:22is just a bunch of default
- 18:25things from GoHighLevel.
- 18:27A pretty cool thing is um
- 18:29and this going to be a necessary use
- 18:31case for some of you.
- 18:33You could have
- 18:34every single platform that you're
- 18:36relying on to like book appointments,
- 18:37whether if you're doing cold outreach,
- 18:39if it's email, SMS, LinkedIn, Instagram,
- 18:41Facebook,
- 18:42all the conversations that you're
- 18:43managing, if you have like a setter or a
- 18:45VA, um
- 18:48you could literally manage everything
- 18:49from the same CRM, which is sick. Um we
- 18:52used to do this. We had like few
- 18:56Instagram accounts back in the day when
- 18:57we were doing like outreach to realtors.
- 18:59We had like 10 Instagram accounts at at
- 19:0210 Instagram accounts at at once.
- 19:05Um can't speak.
- 19:07But and then instead of just like
- 19:09hopping between every single one of the
- 19:11Instagram accounts, we have everything
- 19:12in one CRM through GoHighLevel.
- 19:14So, one setter could literally set and
- 19:16just have conversations, and this would
- 19:18be,
- 19:19you know, conversation inboxes from from
- 19:21all accounts at once. If you're doing
- 19:23email and SMS and Instagram and
- 19:25Facebook, nobody really does that.
- 19:28Um but it is a cool feature that
- 19:29GoHighLevel has. Once again, like the
- 19:31the only things that I really recommend
- 19:33nowadays for
- 19:35getting clients is if you're running
- 19:37inbound, just run Meta Ads. If you're
- 19:39doing outbound, just do LinkedIn and
- 19:40cold SMS.
- 19:41Those are really the main things that I
- 19:42see working.
- 19:44And you will have a full Yeah, the next
- 19:45module is covering all that stuff
- 19:47front to back.
- 19:49Um contacts, this is also where you have
- 19:52all the contacts from either the ads
- 19:54that you're running or um if you're
- 19:56importing leads through like cold
- 19:58outreach on SMS.
- 19:59We have a bunch of like US numbers in
- 20:01here.
- 20:02Um actually, it's only 69 contacts, but
- 20:05yeah. You you have all the contact
- 20:07sections. So, this is just like plain
- 20:09company information without any like
- 20:11score or um
- 20:14you know, specific details to the
- 20:16contacts.
- 20:17You have every everything here, and this
- 20:18is where you import
- 20:20um files with like a bunch of contracts
- 20:21con- contacts.
- 20:23If you're importing like large files
- 20:25with uh if you're scraping from Apollo
- 20:27or Apollo.io
- 20:29um Outscraper, or even just like
- 20:31scraping manually from like Yellow
- 20:33Pages.
- 20:34Uh you upload them here.
- 20:36>> [snorts]
- 20:36>> Opportunities, this is where we track um
- 20:39all So, this is all the pipelines. This
- 20:41is where we track the stage of the lead.
- 20:43You're going to get all these three
- 20:44pipelines um
- 20:46for free once again with the link if you
- 20:47sign up. So, we have [snorts] the ads
- 20:49pipeline lead form. We have the ads
- 20:50pipeline straight to calendar, and then
- 20:52we have the cold SMS pipeline.
- 20:54This is pretty cool.
- 20:56Um we also have automations connected to
- 20:57this, which I'll cover in a second.
- 21:01But we literally have every stage of the
- 21:03lead tracked in one single pipeline.
- 21:06Um and this gets moved around
- 21:08automatically. So, if we're running ads
- 21:10and then we have newly attempted
- 21:11contact, short-term nurture, uh, which
- 21:14is an automation that will add that
- 21:17contact to, if applicable, once again.
- 21:20Um, but call no show, canceled, showed
- 21:22not closed,
- 21:23uh, follow-up scheduled. The ads
- 21:25pipeline straight to calendar is very
- 21:27similar, and then you have the cold SMS
- 21:29pipeline as well. Cold SMS pitched, new
- 21:31lead, no answer, call later, not
- 21:32qualified, not interested, booked, no
- 21:34show, canceled.
- 21:36Showed not closed, closed, long-term
- 21:37nurture, and lost leads.
- 21:40So, we have automations applicable to
- 21:41all these. If we're sending a If we're
- 21:43running a cold SMS campaign and we have,
- 21:47you know,
- 21:48a no show or like somebody getting
- 21:50canceled,
- 21:51um,
- 21:53depending on where in the pipeline
- 21:55they're at, what they'll be added to an
- 21:56automation to like keep sending SMS and
- 21:58keep reminding them on our service or
- 22:00whatever.
- 22:01You could add a lot of
- 22:03>> [snorts]
- 22:03>> like top-line revenue to your company by
- 22:05just following up enough. And this is a
- 22:08pretty sick Like even before AI was a
- 22:10thing,
- 22:11um, it's still a sick like value
- 22:13proposition to companies that just suck
- 22:15at following up with their leads or they
- 22:16have
- 22:17so much like dead pipeline value that
- 22:20it's just so many leads sitting in the
- 22:21pipeline, they're not doing anything
- 22:23with them, and you can just follow up
- 22:24with them.
- 22:26Um, or the, you know, speed to lead is
- 22:28what Speed to lead is not really
- 22:29attached to this,
- 22:31but like the speed to lead with an AI
- 22:32dollar, for example, which you can both
- 22:34set up in the
- 22:35AI agent section or if you want to
- 22:37connect it from a third-party software,
- 22:39once again, uh, we'll have a full
- 22:41walk-through of that in the fulfillment
- 22:42module.
- 22:44Um,
- 22:45>> [snorts]
- 22:45>> but yeah, it's just a lot of cool things
- 22:47you can do,
- 22:48um,
- 22:49for for your clients, just to make sure
- 22:51that they're actually like making the
- 22:52most out of every single lead that comes
- 22:54in on the pipeline, whether they're
- 22:56running ads, running any type of SMS.
- 22:58Um, this is how you just have a solid
- 23:00overview of everything.
- 23:03Payments, uh I wouldn't bother about
- 23:04this. This is once again, like we have
- 23:07never tracked payments through
- 23:08GoHighLevel
- 23:09uh itself. We do that on third
- 23:11third-party platforms like Stripe.
- 23:13Um so, we just send the uh payment link
- 23:17directly from Stripe.
- 23:19You have AI agents. I wouldn't really
- 23:20bother about that. No more marketing
- 23:22either.
- 23:23Um the only thing before we head into
- 23:25automations and sites is media storage.
- 23:28Uh this is where you're going to add the
- 23:31opt-in form, a screenshot of the opt-in
- 23:32form. So, as we covered in
- 23:35um
- 23:36module or the the previous module,
- 23:40>> [snorts]
- 23:40>> you will have an opt-in form attached to
- 23:42your website at the bottom of it.
- 23:44Just this basically ensures if you're
- 23:46buying phone numbers
- 23:47um and you're sending in an application
- 23:50to get it verified cuz you need to
- 23:51verify your numbers before you can use
- 23:52them,
- 23:54you essentially just establish with
- 23:56GoHighLevel that the use case is valid.
- 23:58So, if we're sending SMS and we're using
- 24:00the phone number for
- 24:01um dialing leads that come in through
- 24:03this opt-in form,
- 24:05that's just what they want to know. And
- 24:06then we have
- 24:08um a phone number verified. I don't even
- 24:10know if this makes sense, but we'll have
- 24:11a full guide on how to
- 24:13um verify the phone number in a second
- 24:14as well.
- 24:15So,
- 24:16as one of the the third part of the
- 24:18application for a toll-free number, you
- 24:20need to um
- 24:22show GoHighLevel essentially what you're
- 24:24going to use the number for in order to
- 24:25get verified. And that's when we send
- 24:27this this in and we need a URL to um a
- 24:31patient picture like this and then you
- 24:33upload that screenshot from your website
- 24:36in here and then you click the three
- 24:37dots.
- 24:38You click get link. We'll go through
- 24:39this in a second.
- 24:40>> [snorts]
- 24:41>> Uh now to the automation section. This
- 24:43is all included in the snapshots. Once
- 24:45again, if you sign up,
- 24:47I'm mainly going to cover the ads
- 24:48automations. So,
- 24:50first of all, we have uh full
- 24:52automations for the AI dialer. So, if
- 24:54you want to connect
- 24:55uh Vappy, for example,
- 24:57we have the AI dollar automations and
- 24:59then the nurturing workflows.
- 25:02I'll start by covering the new lead.
- 25:04Uh, so this essentially
- 25:06tells GoHighLevel that a new lead is
- 25:08being added to the pipeline. Uh, if it
- 25:09comes in from the opt-in form on a
- 25:11landing page, for example. We're running
- 25:12the ads and then those the next part of
- 25:16the funnel is the landing page.
- 25:18We have
- 25:19the
- 25:21leads uh, filling like
- 25:23um, an opt-in form with um, first first
- 25:26name, last name, company name, email and
- 25:28phone number and then that leads get
- 25:30added
- 25:31with the tag Facebook lead form.
- 25:33Um, and then wait 1 minute and then lead
- 25:36is not booked an appointment, then it
- 25:37gets sent to move to new lead.
- 25:40Add the new lead alert, which is another
- 25:41automation and then add to workflow. Um,
- 25:44so if the uh, lead didn't book an
- 25:46appointment
- 25:48on the landing page, then it gets sent
- 25:49to the AI dollar. So, this is already
- 25:52added to the AI dollar automation. If it
- 25:54did book an appointment, it just says
- 25:56remove from workflow.
- 25:57So, this way we can essentially ensure
- 26:00that
- 26:01if a new lead is being added through the
- 26:03opt-in form that we have on um, our
- 26:04landing page,
- 26:06if they directly book an appointment,
- 26:09which is the the entire goal of running
- 26:10the ads for them to book appointments,
- 26:11obviously.
- 26:12Um, if they book an appointment, we just
- 26:14remove them from the workflow. If they
- 26:17don't book an appointment, we can follow
- 26:18on follow them up. And usually we would
- 26:20have a sales team just follow up and
- 26:22like dial these leads to make sure that
- 26:23they book in.
- 26:25Now we just have an AI dollar do that,
- 26:27which is pretty uh, efficient. So, then
- 26:29it gets sent into this automation, which
- 26:31I'll cover in a second.
- 26:33Um,
- 26:35the other stuff is the short-term
- 26:37nurture and then we have the long-term
- 26:38nurture. So, depending on
- 26:40um, where the lead is, if we collect a
- 26:43bunch of lead information,
- 26:45we run the ads and then uh, instead of
- 26:48once again, instead of having like a
- 26:50closer or an SDR just like dialing these
- 26:52leads front to back.
- 26:54We have an automation saying that if
- 26:56we're
- 26:58if they're added and it's between day
- 27:01three and day 30 of opting, we're
- 27:03sending these SMSs. So, we're we we're
- 27:05being pretty consistent with the SMSs
- 27:07that we're sending.
- 27:09Um by nature, we're going to be
- 27:12way more consistent with the SMS
- 27:14follow-ups in the first month compared
- 27:16to the second month and and the third
- 27:18month.
- 27:19>> [snorts]
- 27:19>> But, essentially, we're just sending
- 27:21SMSs every single day and you can
- 27:22customize these SMSs to your liking. So,
- 27:24every single day, you're sending like an
- 27:26SMS,
- 27:27uh
- 27:28you know, based on
- 27:29what you want to add into, but the the
- 27:32point of this is obviously to
- 27:34follow up with leads and make sure that
- 27:35they book in an appointment with us
- 27:37eventually for us to sell them on the
- 27:38service.
- 27:39And then, after day 30, if they still
- 27:41haven't responded and haven't booked an
- 27:43appointment, we just move them to
- 27:44long-term nurture, which is the second
- 27:47automation.
- 27:48Uh so, we have that in here. And now,
- 27:50we're a bit more inconsistent with the
- 27:51SMS cuz, you know, they're probably not
- 27:53going to have the same interest if
- 27:54they've if they haven't picked up for
- 27:58um the first month.
- 28:00Um the rest of this stuff is just
- 28:03confirmations for us to have in the
- 28:04automation. So, appointment booked,
- 28:06appointment canceled, appointment no
- 28:07show, appointment rescheduled,
- 28:08appointment showed.
- 28:09>> [snorts]
- 28:09>> This is all stuff that we have inside of
- 28:11the pipeline.
- 28:13And then,
- 28:14uh we have a few other workflows and
- 28:16reactivation workflows.
- 28:18So, these are like similar stuff.
- 28:21Uh reactivation workflow is also if we
- 28:22have like dead leads in the pipeline for
- 28:24a client and we can just reactivate all
- 28:26those leads.
- 28:27We have done that in the past where
- 28:29um
- 28:30we literally
- 28:32offered a reactivation campaign or like
- 28:34a reactivation workflow to a client
- 28:36prior to them actually buying into us as
- 28:38a company. So, if [snorts] we had
- 28:41um
- 28:42you know, we were on like our second
- 28:43call with them, they were about to
- 28:45they're like a very hot prospect, where
- 28:47they're about to come become a client.
- 28:49We just send them like this in the
- 28:50meantime. Cuz I promise you the average
- 28:53like roofing or HVAC company that just
- 28:55has a bunch of leads in the pipeline,
- 28:57they're not doing anything with them.
- 28:59And if we can just activate like a
- 29:01reactivation campaign,
- 29:03um
- 29:05it's going to be very valuable. And then
- 29:07last thing is uh the AI dollar, which
- 29:09we'll cover more in the fulfillment
- 29:10module, but this is just we have AI
- 29:12dollar trigger.
- 29:13Um so this is very simple. And then we
- 29:16have the actual AI dollar automation.
- 29:19I won't cover this right now cuz this
- 29:20will be
- 29:22fully covered in the fulfillment module.
- 29:25But that's pretty much much it for the
- 29:26automations. Last two things I want to
- 29:28cover is how to set up the funnels and
- 29:31uh build the landing pages and all that
- 29:32stuff. And then also how to apply for a
- 29:34toll-free and a local phone number. And
- 29:37then we're done. All right. So I'm
- 29:39quickly going to walk through how to
- 29:41build an entire landing page, an entire
- 29:42funnel that you can upload into
- 29:44GoHighLevel
- 29:45with a simple LLM like Claude or Manas.
- 29:48Uh literally all we've been doing with
- 29:50my agency for the past couple months is
- 29:52just build all the landing pages inside
- 29:53of Claude.
- 29:54It's a lot easier just to use a chatbot
- 29:57like this and then let Claude build a
- 29:58landing page instead of building it
- 29:59manually inside of GoHighLevel.
- 30:01I also I'm not really a fan of the
- 30:03aesthetics
- 30:04inside of GoHighLevel. The templates are
- 30:06a bit boring. They look a bit old. Um
- 30:08it's definitely optimized for conversion
- 30:11inside of GoHighLevel, but you can use
- 30:12that do that with Claude as well.
- 30:14What I'm saying with conversion is
- 30:17usually the more ugly landing pages and
- 30:19website convert better than websites and
- 30:22and landing pages that look good. So
- 30:24because it's just like a big red button,
- 30:26it's like a ugly headline, it just it's
- 30:28super clear for the customer
- 30:30or the lead to know what to do. Um
- 30:33and if you just have like all these
- 30:34aesthetics and just flowing and a bunch
- 30:36of colors, like
- 30:38it's just it looks good, but it's just
- 30:39not optimized for conversion. That's
- 30:40also why I want you to have a website
- 30:43separate from sales just to optimize for
- 30:45social presence.
- 30:47But it's not made for like, you know,
- 30:49making sales or for just random cold
- 30:51traffic to book appointments.
- 30:53And then you have the funnel
- 30:54that we only run
- 30:56under like a separate domain with the
- 30:57ads.
- 30:58So,
- 31:00yeah, essentially I'll just type
- 31:01whatever I want I'd say to the chatbot.
- 31:03And you can play around with this
- 31:04endlessly. Like you if there's anything
- 31:05that you don't like with the landing
- 31:06page that it builds, you just text what
- 31:08you need. Um and they will, you know, it
- 31:11reiterate that. And then we extract the
- 31:14HTML code and the CSS code, which is
- 31:16essentially the two codes to build like
- 31:19a landing page. The HTML is the
- 31:21structure of the landing page and then
- 31:22you have the CSS is for the color,
- 31:24uh the color coordination and the like
- 31:26aesthetics of it. We take those codes,
- 31:28we upload it as like a JavaScript um
- 31:32in the code builder instead of
- 31:33GoHighLevel. So,
- 31:34I'll just come up with a script and then
- 31:36um
- 31:37yeah, I'll get back when I'm done.
- 31:39All right. So, it could literally be as
- 31:41simple like this. Um
- 31:43once again, you might have to reiterate
- 31:44this a couple times, but something like
- 31:46just make me a VSL landing page for my
- 31:48AI marketing agency for roofing
- 31:49companies in the US
- 31:51or whatever niche you've chosen to work
- 31:52within.
- 31:53Make the headline access our $2 million
- 31:55AI licensing infrastructure to 3x gross
- 31:57revenue while doubling your profit in 90
- 31:59days. And then have a small heading
- 32:02above the headline that says roofing
- 32:03companies below a million dollars in
- 32:05annual revenue. So, that's just a ICP
- 32:07callout essentially.
- 32:09Have a sub headline that says and if we
- 32:10don't deliver, you don't pay. And then
- 32:12underneath that have a VSL section. The
- 32:15rest of the landing page should be
- 32:16reserved for additional information
- 32:17about the company plus room for case
- 32:18studies.
- 32:19Um
- 32:21the first page of the landing page is
- 32:22the the most important to get right.
- 32:24M- most people are not going to like
- 32:27look for um
- 32:28additional info underneath or anything.
- 32:30They're going to watch the video, which
- 32:32a VSL for you guys are new is a a video
- 32:34sales letter. It's just a 5 to 10-minute
- 32:36video explaining the offer.
- 32:38And um then we could have an application
- 32:40form as well under the
- 32:42the VSL
- 32:44um section just to like
- 32:48get like really narrow down on who we
- 32:51who we want to work with. Um plus like
- 32:54collect some additional lead
- 32:55information.
- 32:56Um but yeah, we can literally just paste
- 32:58this and then it will take a bit of time
- 33:01to get the landing page done so I'll get
- 33:02back when it's when it's created. So,
- 33:05first version of the landing page is
- 33:06done.
- 33:07It's looking very solid. The aesthetics
- 33:09are good. We could change around a few
- 33:11things. I wouldn't like the headline to
- 33:14be in six rows.
- 33:16Um so that's something that we could
- 33:17tell it.
- 33:18Um but you get the point. Like we just
- 33:20say like narrow down to three rows for
- 33:22example.
- 33:23Um but overall the aesthetics are good
- 33:25and just the fact that we can build
- 33:27something this quickly
- 33:28we can really just play around with this
- 33:30however much we want. This is just one
- 33:32part like I didn't tell it anything
- 33:34about aesthetics. Like if we want to add
- 33:36a specific type of aesthetics or
- 33:38specific colors,
- 33:39um of course you do that as well.
- 33:41We got some real good case studies.
- 33:43Just the overall offer and the
- 33:45guarantee.
- 33:46Um some FAQs that we can add on as well.
- 33:50And literally this is the good thing is
- 33:52instead of on GoHighLevel like, you
- 33:55know, having the funnel builder and like
- 33:56adding all the
- 33:58answers to the FAQs or adding the case
- 34:01studies, we can literally just paste
- 34:02those case studies like pictures with
- 34:03case studies if we have like Slack
- 34:05channel screenshots or
- 34:09you know, just other answers to these
- 34:11like frequently asked questions.
- 34:13We literally just type everything in the
- 34:14chatbot. This is like white coding at
- 34:17its finest and
- 34:19we just take this and then
- 34:21what I do is we have the code as well.
- 34:24Um we literally
- 34:26paste
- 34:28or copy this entire code
- 34:30front to back so we'll go ahead and do
- 34:32that.
- 34:36One sec.
- 34:38And then what we want to do is just
- 34:39paste this inside of Manas, and then
- 34:41just tell it um
- 34:42that we want the to extract the codes,
- 34:45so then we can upload it into
- 34:47GoHighLevel.
- 34:48So, we come into Manas. You could also
- 34:50probably do this inside of Claude. It's
- 34:51just we've had a few issues with that
- 34:52before. So, any LLM that works, you can
- 34:55play around with this as well. Um just
- 34:57paste the code.
- 34:59And then I would just say extract
- 35:03the HTML
- 35:08Can't spell.
- 35:11And CSS code in one
- 35:15for me to be able to
- 35:19into
- 35:21the
- 35:24level
- 35:28And then you just let it kind of come up
- 35:30with this for a minute. But, once again,
- 35:32you can play around with this however
- 35:33much you want. Um
- 35:36but this is essentially how we've built
- 35:38the landing pages for the past few
- 35:40months.
- 35:41Um
- 35:42you could also build landing pages
- 35:44directly inside of Manas if you want to
- 35:45do that as well. You can really play
- 35:46around with what aesthetics you like the
- 35:48most. Um it's going to take a bit of
- 35:50time. Like Claude took a couple minutes
- 35:51to build a landing page, obviously, but
- 35:53still [snorts]
- 35:54way quicker than if you were to build it
- 35:56manually inside of GoHighLevel.
- 35:58There we go. So, now we got the code um
- 36:00extracted. So, we took the code from
- 36:02here. It looks um fairly similar. So,
- 36:05this
- 36:06obviously landing page, and then we have
- 36:08the code. You could probably extract
- 36:10this code directly, um
- 36:12but just to double-check,
- 36:14uh [snorts] we always use do this
- 36:16through Manas
- 36:17um to get the code correctly.
- 36:19We just copy this code once again, and
- 36:21then we head into the funnel builder of
- 36:23GoHighLevel. So, we head to sites on the
- 36:25sub-account. We click new funnel.
- 36:28You do just build it from from scratch.
- 36:30So, this could be
- 36:35test funnel. What was the name?
- 36:38Did I name it name it something?
- 36:41Yeah, over watch. Let's just name it
- 36:43over watch.
- 36:45Funnel
- 36:47one.
- 36:49There we go.
- 36:52And then depends on how many steps you
- 36:54want to have in landing page. It's
- 36:55obviously the usual is just to have like
- 36:57start and then you have like
- 37:01Let's just name it landing page.
- 37:03And then you have like the call
- 37:04preparation and then the private privacy
- 37:06policy.
- 37:07All like the
- 37:09you know, privacy policy and everything
- 37:10you can create that with AI as well.
- 37:13Which is pretty sick.
- 37:14That's what I'm saying. You can vibe
- 37:15code this entire thing. Like just head
- 37:17into Claude. Say this is the company,
- 37:19this is our offer, this is our client
- 37:20tell, this is what the headline should
- 37:22be.
- 37:23This is where we want to have the case
- 37:25studies and then also this is the
- 37:27privacy policy for it. We need this and
- 37:28this and this for the Go Highlevel. And
- 37:30then we'll create everything for you.
- 37:32But yeah, head into edit. This is going
- 37:34to be completely blank from the
- 37:35beginning.
- 37:37So, what we want to do is just click
- 37:40add.
- 37:41And then we're looking to add a full
- 37:43width section.
- 37:44Um
- 37:46Just click on it and then we come to the
- 37:48right. Click on allow rows to take
- 37:50entire width. We also have to fully set
- 37:53this to zero cuz otherwise the the
- 37:55format of the
- 37:56landing page will be weird. So, just set
- 37:58this to zero.
- 38:00Um
- 38:01So, we have room to add new stuff. We
- 38:03click add again.
- 38:05A new column and then we want to delete
- 38:07the padding from this as well.
- 38:09So, set everything to zero.
- 38:16>> [snorts]
- 38:16>> There we go. And then inside of the
- 38:19column we want to add
- 38:21a piece of code. So, come to elements,
- 38:23scroll down to code,
- 38:26and then this is where we open the uh
- 38:28code editor. So, this is literally where
- 38:29we paste the code. And now you have
- 38:32everything,
- 38:34the entire piece of code to that landing
- 38:35page in one.
- 38:38Click save.
- 38:39Since this is built in inside of Cloud
- 38:41and we can't adapt this to the funnel
- 38:42builder inside of Go HighLevel, this
- 38:44will be
- 38:45um
- 38:46you won't see anything inside here. So,
- 38:48you will have to just save this in top
- 38:50right,
- 38:51and then we can click on preview.
- 38:55Right. So, we have to uh change the
- 38:57color of the background as well. So, if
- 38:59you cuz now it's a white, so this is
- 39:02obviously different to what it was. So,
- 39:03we come
- 39:04back to here. We click background, these
- 39:08like three balls,
- 39:10and then we just change this to black.
- 39:13And then save again.
- 39:16Now it should look as we want it.
- 39:21There you have a fully built landing
- 39:23page um
- 39:24that you can anytime you want to make
- 39:26iterations to this, you could just go
- 39:27back into Cloud,
- 39:29change this and this and this. Um
- 39:31you get the point, but this is like it's
- 39:33super efficient, and it's a great way to
- 39:34build landing pages.
- 39:36Um
- 39:37obviously once again, I would would like
- 39:39to have
- 39:40this in three rows.
- 39:42Um
- 39:43and some other changes like ideally the
- 39:44VSL section should be a bit bigger. So,
- 39:46have like that across the entire screen.
- 39:48Um move the entire like this section a
- 39:51bit upwards page. Ideally, to just opti-
- 39:54we'll go through this in the ads module
- 39:56as well. Ideally, if you want to
- 39:57optimize for maximum conversion, if
- 39:59people hop on your landing page,
- 40:01especially on phone, if they're on
- 40:02mobile, they should see this
- 40:05um
- 40:06booking page or booking button
- 40:09on the first page. So, they they
- 40:11shouldn't be able to or shouldn't need
- 40:12to scroll to see this page.
- 40:15Um that's just a a small tweak that we
- 40:17have we have seen over the years.
- 40:19Um, but yeah, that's pretty much it.
- 40:21It's pretty cool way and you can once
- 40:23again, I think you get the point. But
- 40:25anything you need for privacy policy or
- 40:27the next steps of the funnel, you can
- 40:28literally wipe code the entire thing.
- 40:30Um, so yeah, last thing for just small
- 40:34extra touch on the GoHighLevel setup is
- 40:36just to set up the toll-free number
- 40:38because I know that's uh an issue for a
- 40:40lot of people. So we'll go ahead and do
- 40:42that as well. Last thing I do want to
- 40:43cover um is the phone numbers. You're
- 40:45going to need to buy and verify a phone
- 40:47number um regardless what you're using
- 40:49it for.
- 40:51Regardless if it's dialing leads on the
- 40:52email end or uh sending cold SMS or just
- 40:56doing cold outreach from GoHighLevel in
- 40:57general, you're going to need a phone
- 40:59number. Um, and since most of you are
- 41:01running the agencies in the US, the only
- 41:04two number formats you need to worry
- 41:05about is a local number and a toll-free
- 41:07number.
- 41:08A local number is better for pickup
- 41:09rate. The deliverability of the SMS is
- 41:11overall better. You're going to have a
- 41:12higher pickup rate if you're cold
- 41:14calling.
- 41:15Um, and there are some other benefits in
- 41:17like
- 41:18safety regards as well.
- 41:20Um, but it is a lot harder to get
- 41:22verified for it. You on paper you need a
- 41:24registered LLC
- 41:27to even apply for the A2P application in
- 41:29the beginning.
- 41:30Um, the A2P is the verification form
- 41:32needed to start using the the local
- 41:34number.
- 41:35So what I recommend is just starting
- 41:37with a toll-free number.
- 41:39And uh so
- 41:40just to come to the number section, you
- 41:42go to settings inside your sub account.
- 41:45And then you [snorts] have to phone
- 41:45system.
- 41:47And this is where you're going to
- 41:48purchase the number. So you click on add
- 41:49number, add phone number.
- 41:51>> [snorts]
- 41:52>> And then United States, filter uh
- 41:55uncheck local and then toll-free or
- 41:57uncheck toll-free if you're buying a
- 41:58local number. You can also search like
- 42:00if you want to have a specific area code
- 42:03uh from your number uh like 305 for
- 42:05example if you're running it from Miami.
- 42:08Or even if you're not running it from
- 42:09Miami, you could still there's certain
- 42:11like area codes that are obviously
- 42:12better to have.
- 42:13Um but yeah, just leave this blank for
- 42:15now and then we'll have
- 42:18um only toll free. Click apply.
- 42:21Pick any number. This doesn't matter.
- 42:22And then you just click on proceed to
- 42:24buy.
- 42:25Once you bought the number, this is a
- 42:26completely new number. It will say
- 42:28verification required.
- 42:30I'll go through the exact um
- 42:32you know, piece of information that you
- 42:34need to have in these cuz this took me a
- 42:35long time and a lot of just THL support
- 42:39calls to figure out when I started.
- 42:41Um so, it needs to be a specific, you
- 42:43know, lineup or layout of your
- 42:45information to get this verified.
- 42:47Yeah, the legal entity name. I'll
- 42:48probably blur some of this stuff out. Uh
- 42:50website URL, you have the legal entity
- 42:52type, you have your first name, last
- 42:54name,
- 42:54your personal email. So, this is not
- 42:56like or the one that you just the Google
- 42:59Workspace email that we got in the
- 43:00second module.
- 43:02Um
- 43:04but just your email, your personal one.
- 43:06And then
- 43:07um your phone number. The good thing is
- 43:09if you don't have a legal entity name,
- 43:11meaning a name for your registered
- 43:13business, regardless of where you have
- 43:15the company, if it's your in your
- 43:16hometown or if you have a LLC in the US
- 43:19um
- 43:20like I do for example,
- 43:22just leave this as it is. And then um
- 43:25the phone [clears throat] number.
- 43:27That's pretty much it. And the website
- 43:29URL is important as well. The website
- 43:30that we created in the previous module
- 43:32needs to be linked
- 43:34um
- 43:35so, it needs to be the same website that
- 43:36has the opt-in form that we uploaded a
- 43:38screenshot of inside of Media Temple
- 43:40cuz that's important in the third part
- 43:42of the application of this.
- 43:44Continue to business account.
- 43:46Uh
- 43:47business location, this is just, you
- 43:49know, self-explanatory. It's where
- 43:51you're based
- 43:53um and where you're running the business
- 43:54from. And then the third part of the
- 43:55application is where um
- 43:58everything needs to be correct.
- 43:59So, we'll go through that as well.
- 44:02So,
- 44:03um estimated monthly volume, we have a
- 44:05full SOP for this. So, multi-volume put
- 44:09that at 1,000.
- 44:10>> [snorts]
- 44:10>> Uh if you do this wrong,
- 44:13it won't it will be rejected and then it
- 44:14will say rejected. You can keep like
- 44:16re-verifying the numbers as many times
- 44:18as you want, but then, you know,
- 44:21you need to wait another 48 hours. Like
- 44:2312 to 48 hours is usually the timeline
- 44:26of getting a toll-free number verified.
- 44:28And the more times you verify, just
- 44:29takes longer time. Like we've gone a
- 44:31month
- 44:32before for some clients just verifying
- 44:33numbers, uh which is very annoying. And
- 44:35their like location and being, you know,
- 44:38everything has to be aligned. If you get
- 44:40a If your number gets rejected, it's
- 44:42just because of disalignment between the
- 44:44information that you provide them with
- 44:45in the application. So, make sure that
- 44:48this is all correct. We want to set
- 44:49opt-in time to web form.
- 44:52Use case categories, I would just do
- 44:53customer care
- 44:54and marketing.
- 44:57And then the opt-in workflow image URLs.
- 44:59So, this is where you put Let me open up
- 45:02GoHighLevel in a new tab.
- 45:05If you uploaded the
- 45:07um
- 45:08picture of the opt-in form that we went
- 45:10through in the in media storage
- 45:13of your subaccount, you come to media
- 45:15storage and then this is where you get
- 45:16the link
- 45:18from this picture. So, this is Since we
- 45:20already linked what what the website URL
- 45:23is, what we're going to use this phone
- 45:24number for.
- 45:26This also has to be aligned cuz
- 45:28GoHighLevel cuz they can essentially
- 45:30essentially check um
- 45:32if that opt-in form is actually on your
- 45:33website.
- 45:35We come back after we've taken this link
- 45:37to the application and then we just
- 45:38paste that link here. Use case
- 45:40description, I would literally just copy
- 45:42paste this. Uh this campaign is used to
- 45:44send appointment confirmations and
- 45:45links, message notifications, account
- 45:48information, opt-in and opt-out
- 45:49confirmations. Yeah, you get the point.
- 45:52Just copy this.
- 45:54Upload it into
- 45:56use case description.
- 45:58And then message content, you all have
- 45:59to customize this as well.
- 46:01Um but hi David, for example, or hi
- 46:03John, we can do as well.
- 46:06It's
- 46:07your name
- 46:12from
- 46:15uh Acquisition List
- 46:18LLC.
- 46:20Thanks for opting in to receive SMS
- 46:21notifications. I just saved the time for
- 46:22you on Friday, June 12th, 2026 at 4:00
- 46:25p.m. I'll see you then. If anything
- 46:26changes, just let me know. If you need
- 46:28to opt out, reply stop.
- 46:29So, this is what we're going to use it
- 46:30for, and this is a an example of a
- 46:32message that we could send with this
- 46:33number. That's essentially all GHL wants
- 46:35to see.
- 46:37We upload this again.
- 46:39Um,
- 46:41that was the wrong one.
- 46:45Just copy this
- 46:48and then upload it.
- 46:49>> [clears throat]
- 46:50>> And that's pretty much it. Just make
- 46:51sure that this information is nothing is
- 46:53nothing complicated. It's just make sure
- 46:54that this, you know, information is
- 46:56correct cuz otherwise you'll get
- 46:57rejected again. And then you're all to
- 46:59re-verify. Once again, if you have
- 47:01external issues that are,
- 47:03um, apart from like this all this stuff,
- 47:06you can always hop on with GHL support.
- 47:08Um,
- 47:10they're going to help you out with with
- 47:11everything you need.
- 47:12And then send information for
- 47:14verification. That's all you have to do.
- 47:16And then it's just going to say
- 47:17verification in progress.
- 47:19Wait, you know, 24 to 48 hours and then
- 47:21it's going to say verified and then
- 47:22you're good to go and start using the
- 47:24number.
- 47:25So, that's pretty much it. I didn't want
- 47:27to make this module too long. Uh, it was
- 47:29more just brief walk-through of the
- 47:30platform. Um,
- 47:32once again, use GHL support as much as
- 47:33possible. If you want like external, you
- 47:36know, guides on how to set up every
- 47:38small thing inside of GoHighLevel, you
- 47:39can look that up on YouTube. Uh, that
- 47:41doesn't need to be provided by me.
- 47:43But,
- 47:45yeah, if you haven't created your
- 47:46account yet, go do that in the link down
- 47:47below.
- 47:48Um, you'll have all these automations
- 47:50that we went through and uh, our funnels
- 47:52as well. This is just a blank
- 47:54GoHighLevel account, but you will have
- 47:55all of our funnels
- 47:57uh, pre-built. So, yeah, that's pretty
- 47:59much it. Uh, um, brief module, but the
- 48:01next one is when we actually start
- 48:04moving the needle properly. So,
- 48:06we're going to have everything in
- 48:07regards to client acquisition, all the
- 48:08paradigms behind it, um, fundamentals
- 48:10behind client acquisition, as well as
- 48:11setting up the outreach systems, plus
- 48:13the ads.
- 48:14Everything that you need to, uh, start
- 48:16signing clients. So,
- 48:18yeah, I appreciate you watching, and
- 48:19then I'll see you in the next module.
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