From 5 Clients to 50: How I Systematized My Website Agency Using Go High Level — Transcript

Full transcript

1. 0:00If you're stuck doing everything
2. 0:01yourself every time you sign a new
3. 0:02client, this video is for you. Because
4. 0:04getting clients isn't the problem long
5. 0:05term. Fulfillment is. I've seen a lot of
6. 0:07agency owners get to five, maybe 10
7. 0:10clients and completely burn out trying
8. 0:12to manage everything manually. In this
9. 0:13video, I'm going to be breaking down how
10. 0:14I went from five clients to 50 clients
11. 0:16by systemizing fulfillment using simply
12. 0:18go high level and without hiring a
13. 0:20massive team or losing control. So, if
14. 0:22you want to scale without chaos, pay
15. 0:23attention. I'm going to walk you through
16. 0:24what broke when I hit my first few
17. 0:26clients, the exact system I put in
18. 0:27place, and how everything runs now with
19. 0:29minimal effort. This isn't a software
20. 0:31tutorial. This is the thinking behind
21. 0:32the system that actually scales. The
22. 0:34problems you will be facing once you're
23. 0:35at 5 to 10 clients is you're doing
24. 0:37everything manual. You're building each
25. 0:39site from scratch, messaging clients one
26. 0:41by one, following up manually, and
27. 0:42having to remember who needs what. Now,
28. 0:44don't get me wrong, that works until it
29. 0:46doesn't. At around 5 to 10 clients, you
30. 0:48will hit a wall. Not because you can't
31. 0:50sell, but because you are the system,
32. 0:52and that's not scalable. The
33. 0:53breakthrough came when I stopped
34. 0:54treating every client like a custom
35. 0:56project. Instead, I asked myself, what
36. 0:57does each client actually need? And the
37. 0:59answer was simple. They need a nice
38. 1:01website. They need a way to capture
39. 1:02leads, automations that automatically
40. 1:04follow up with the leads, and a clean
41. 1:06hands-off process. So, instead of
42. 1:08rebuilding everything, I started
43. 1:09templating everything inside of GoHigh
44. 1:11Leo. Same structure, same flow, same
45. 1:13templates, same delivery, and different
46. 1:15clients. And I will say this also comes
47. 1:17with niching down and mastering one
48. 1:19niche. Knowing exactly what they need,
49. 1:21what the website requires, what type of
50. 1:23automations work best, what automations
51. 1:25get the best response rate and things
52. 1:27like that. That's why niching out is
53. 1:28very important. So if you watch and
54. 1:30haven't watched that video in my YouTube
55. 1:31channel, make sure to watch niching now.
56. 1:33So system number one that helped me the
57. 1:34most was snapshot templates. This was
58. 1:36one of the biggest game changers. I
59. 1:38built website templates, funnel
60. 1:39templates, form templates, and
61. 1:41automation templates. Once it was built
62. 1:42once, I could clone it in minutes to
63. 1:44each one of my new clients. A new client
64. 1:46comes in, I simply load the snapshot,
65. 1:48minor edits to their adjustment, launch
66. 1:50it, and voila, we're freaking done,
67. 1:52ready to go. And that alone there cut
68. 1:53fulfillment time by half. When I was
69. 1:55first starting with my first few
70. 1:56clients, I was having to build out the
71. 1:58websites. I was having to set up the
72. 1:59automations, change the names, this,
73. 2:01that. But when I was able to go inside
74. 2:02of GoHigh Level, I created a master
75. 2:04client snapshot that I would use and
76. 2:07deploy for each one of my client
77. 2:08accounts. the same funnel, the same
78. 2:10template, just with minor touches,
79. 2:11obviously changing pictures and things
80. 2:13like that. Very minor, but is way
81. 2:14better. Literally 80% of the work was
82. 2:16done with the snapshot. The other 20%
83. 2:18was just manually changing pictures,
84. 2:20certain things here and there that the
85. 2:21client would request. But that alone
86. 2:23literally saved us so much time and
87. 2:24allowed us to literally get clients in
88. 2:26and out, in and out. And it also helped
89. 2:28client satisfaction because clients were
90. 2:30able to get results faster due to the
91. 2:32fact that we were able to launch them
92. 2:33faster. And once you get really good at
93. 2:34your niche, you're going to know exactly
94. 2:36what automations are going to work the
95. 2:38best, what type of templates they will
96. 2:39like the best, and you'll be able to
97. 2:40even expand on templates, have different
98. 2:42options offered to your clients. You can
99. 2:44have templates, this style template,
100. 2:46this style template, style template one
101. 2:48through four. That's what we personally
102. 2:49offer our clients. Hey, what type of
103. 2:51website template do you like the most?
104. 2:52We don't necessarily call it a template,
105. 2:53but what structure do you like the most?
106. 2:55Once they tell us which one they like
107. 2:56the most, we go based off that, build it
108. 2:58out, and boom, they're ready to go. Now,
109. 3:00system number two is going to be
110. 3:01automated onboarding. Before systems,
111. 3:03onboarding was completely messy. And now
112. 3:05it's automatic. When clients sign up,
113. 3:07they get an onboarding email. Accounts
114. 3:09are automatically created inside of
115. 3:10GoHigh Level. And notifications go out.
116. 3:12No chasing, no confusion, no back and
117. 3:14forth, and clients feel taken care of
118. 3:16without babysitting. And let me show you
119. 3:17what that looks like. So inside of here,
120. 3:18I'm inside of my GoHigh Level. We have
121. 3:20this client that I closed for 6,000 up
122. 3:21front London shoe card. And you can see
123. 3:23here, this was when we were messaging
124. 3:25him um to close the deal and get
125. 3:27everything set up. But after that, we
126. 3:28just literally as soon as he moved, the
127. 3:30opportunity updated. That's what
128. 3:31triggered this automation. Once we
129. 3:33closed the deal, went over to high
130. 3:34ticket close. From there, the system
131. 3:36automatically we have an automation that
132. 3:38spilled out an onboarding form like
133. 3:39this. Contractor sync marketing group
134. 3:40number one girl partner for contractors
135. 3:42with an image like this. All our
136. 3:43socials. Welcome to the Contractor Sync
137. 3:45Marketing Group. Hi London, welcome
138. 3:47aboard. We are thrilled to have you join
139. 3:48the Contractor Sync Marketing Group
140. 3:50team. We inspire. Boom boom boom.
141. 3:51Everything here, all our information.
142. 3:53And we also send an SMS. Hi London. We
143. 3:55recently sent you an email with the link
144. 3:56to the onboarding forms. Completing
145. 3:57these forms as soon as possible will
146. 3:59ensure we're ready for a smooth and
147. 4:01successful launch. If you have any
148. 4:02questions, need assistance, don't
149. 4:04hesitate to reach out. And right here
150. 4:05are the onboarding forms. So, inside of
151. 4:07this email template as soon as each
152. 4:08client is closed, they get an email like
153. 4:10this. They click on fill out onboarding
154. 4:11forms and we have an onboarding formal
155. 4:13onboarding funnel where they get to fill
156. 4:15everything out for us. They fill out the
157. 4:17contact info, the website and landing
158. 4:18page info that they want about their
159. 4:20company, logos, form verification, ads
160. 4:22management, uh payment method for the
161. 4:24ads, everything A throughc gets filled
162. 4:26out here. From there, they also create
163. 4:28their own go high level account. We have
164. 4:29all that structured up so we don't have
165. 4:31to be manually doing all of this. Now,
166. 4:33this is also amazing. So, we have a
167. 4:34proper track record of what the client
168. 4:36requested because imagine getting 10 new
169. 4:38clients and each everybody's targeting
170. 4:39different services. They want this
171. 4:41style, they want that style. It's really
172. 4:42really hard to be able to manage all of
173. 4:44that because of the fact that, you know,
174. 4:45you have 10 different clients. So with
175. 4:47those forms, the team is on top of
176. 4:48everything. We know what client wants
177. 4:50what, what exactly they're getting done,
178. 4:52what package they got sold on, where
179. 4:53it's high ticket, low ticket, whether
180. 4:55it's just ads, whether it's just like we
181. 4:57know what the client want, each client
182. 4:59wants. Now, system number three is lead
183. 5:00flow notifications. And this is
184. 5:02something that I encountered very, very
185. 5:03early on, but it's a quite easy fix. But
186. 5:05at the very beginning, something that I
187. 5:06was facing was clients not knowing when
188. 5:08leads came in right away. So what I did,
189. 5:10I set up instant SMS alerts, email
190. 5:12notifications, and a centralized system
191. 5:13where the clients can look at all their
192. 5:15leads that came in. Now when leads come
193. 5:16in, the client knows instantly. And this
194. 5:18increases perceived value, retention,
195. 5:19and trust because the results feel real.
196. 5:21They're able to see real time as soon as
197. 5:23leads come in. And let me show you what
198. 5:24that looks like. So inside of the WAS
199. 5:26pitch that we're able to show clients
200. 5:27when the leads get captured, just like
201. 5:29this. And then here's where the AI
202. 5:31assistant, which is an automation in the
203. 5:32back end that literally responds to the
204. 5:33lead with the client. For example, hey
205. 5:35Chris, this is Santa with Title Over
206. 5:37Concrete. Thanks for requesting your
207. 5:38free estimate. Boom. Boom. Boom. Any
208. 5:39time of this week except Wednesday
209. 5:40mornings. Thanks. We'll confirm a time
210. 5:42and date. The client, the lead likes
211. 5:44this. And now our client Tanner right
212. 5:45here gets notifications like this. They
213. 5:47have a new qualified website lead info,
214. 5:49name, phone, email, address, service for
215. 5:51availability, which is this message that
216. 5:53a lead will reply to for the
217. 5:54availability. It says, "If it can be
218. 5:56done anytime today, that would be great.
219. 5:58Otherwise, if it could be done after 4
220. 6:00p.m. when I get home from work." Boom.
221. 6:02Please contact them and confirm the time
222. 6:03and date. Same with this one. Same with
223. 6:05this one. Now, from here, the client
224. 6:06literally gets a notification when the
225. 6:08lead's available, all the information
226. 6:10they need, phone, email, address, and
227. 6:12exactly what they're looking to get
228. 6:13done. For example, this one right here,
229. 6:15as you can see, was looking to get was
230. 6:17looking to replace a driveway apron.
231. 6:19From there, the client already has
232. 6:20clarity. They know what the lead wants.
233. 6:21They know where they're located. They
234. 6:23know when they're available. So, it
235. 6:25gives your client full full
236. 6:26transparency, and it literally increases
237. 6:28the perceived value so so much. And this
238. 6:30is why clients stick on long term
239. 6:31because now they have full clarity.
240. 6:32They're able to go out there, go
241. 6:34estimate jobs, and go close deals. Now,
242. 6:36system number four is going to be simple
243. 6:37support and communication. Scaling
244. 6:39breaks when communication breaks. So,
245. 6:40instead of endless calls, random text,
246. 6:42and constant check-ins, I centralized
247. 6:44everything. Clear expectations, clear
248. 6:45process, clear updates. And to be
249. 6:47honest, most clients don't want more
250. 6:48communication. They just want less
251. 6:50confusion. And that truthfully comes in
252. 6:51on your quote unquote onboarding call,
253. 6:53which we now like to call expectation
254. 6:55calls, where you basically break down
255. 6:56the client, how they're going to be
256. 6:58getting communicated, and how things
257. 6:59happen. What we personally have done is
258. 7:01we have our media buyer send us weekly
259. 7:03reports of what the ad account is
260. 7:05currently looking like. From there, the
261. 7:06media buyer goes into go high level and
262. 7:08communicates with the client. And also
263. 7:10how we do this is we have a support
264. 7:11account and we have a marketing account.
265. 7:13The marketing account is where we're
266. 7:14running ads where we're talking to leads
267. 7:16where we're closing deals. Once the lead
268. 7:18once those leads leads are closed, we
269. 7:19send them an onboarding funnel to a
270. 7:21second account which is support account.
271. 7:22In that support account, our ad managers
272. 7:24have access, our CSM, which is a client
273. 7:26success manager. They have access to
274. 7:27communicate with the clients directly.
275. 7:29They know, the clients know that we give
276. 7:30them weekly ad reports breaking down
277. 7:32what's going on and we give them just a
278. 7:34weekly check-in what's currently going
279. 7:35on, what deals are closing, so we know
280. 7:37who to double down and who the ICP of
281. 7:39our clients is. And ICP stands for ideal
282. 7:41client profile. So that way we're able
283. 7:42to double down and dial in. We don't
284. 7:44have to manually message the leads, hey,
285. 7:46how's everything going? Or, hey, here
286. 7:47this or having to text the ad managers.
287. 7:49The ad managers also have clear
288. 7:51expectations. Hey, we need weekly
289. 7:52reports for the ad account. What's going
290. 7:54on? How many leads did we get? How much
291. 7:56did we spend? What ads are performing
292. 7:57the best? From there, we send that to
293. 7:59the customer. We give him a quick
294. 8:00breakdown and the customer feels
295. 8:01properly taken care of. He doesn't have
296. 8:03to ask us for reports because we set an
297. 8:05expectation that every Friday, we send
298. 8:07them a report of how the ads are doing,
299. 8:09what's going good, what's going wrong.
300. 8:10Obviously, the customer is still going
301. 8:12to text during the support for certain
302. 8:13things like, "Hey, can we have a minor
303. 8:14update for a website? Hey, can we touch
304. 8:16up the ad on this?" And from there,
305. 8:18that's where a CSM comes in, a client
306. 8:20success manager that manages all that
307. 8:21messaging without you having to worry
308. 8:23about that. your main focus from, you
309. 8:25know, zero to 50k a month to 60k a month
310. 8:28is you want to be mainly closing deals
311. 8:30and talking to leads and bringing in
312. 8:31more cash collected. But you're not
313. 8:33going to be able to do that if you're
314. 8:35over here working in the back end,
315. 8:36working on the business instead of
316. 8:37making sure that the business is growing
317. 8:39and acquiring more monthly reoccurring
318. 8:41revenue. Now, once fulfillment was
319. 8:42systemized, onboarding got faster,
320. 8:44stress dropped, clients stayed longer,
321. 8:46and scaling felt lighter. I didn't need
322. 8:48to work more. I just needed a better
323. 8:50system. And that's the difference
324. 8:51between five clients and 50 clients.
325. 8:53Now, to be fair, this didn't happen
326. 8:54overnight. Systems take time to build,
327. 8:56but once they're built, they compound.
328. 8:58Every new client becomes easier than the
329. 8:59last. And that's how real agencies
330. 9:01scale. Once another quick tip, start
331. 9:03realizing what takes the most time
332. 9:05whenever you're fulfilling for your
333. 9:06clients. Whether it's getting ad
334. 9:07creatives, whether it's editing,
335. 9:09whatever it is, you have to realize that
336. 9:11you as the agency owner, as a founder,
337. 9:13your time is more valuable than anybody
338. 9:15else's time. And where is your time most
339. 9:17valuable at? Is it most valuable at
340. 9:19doing small five $6 an hour VA task or
341. 9:23is it more valuable hopping on sales
342. 9:24calls and cash collecting more money? Do
343. 9:26not be scared to hire and do not be
344. 9:28scared to grow the team. It's better to
345. 9:29be prepared, settle and you know be able
346. 9:31to scale without having to be slaved in
347. 9:33the business. I see that all the time.
348. 9:34Agency owners get five to 10 clients and
349. 9:36they're there stuck fulfilling for their
350. 9:37clients almost basically working a 9-5
351. 9:40and literally being slaves to their
352. 9:41clients instead of setting proper
353. 9:42expectations, having proper systems and
354. 9:44being able to consistently grow without
355. 9:46feeling stuck. Now, if you want to build
356. 9:48a system like this for your agency, I'm
357. 9:50going to leave in the description a link
358. 9:51to a free training. In that training, I
359. 9:52break down how to go from zero to 10K
360. 9:54per month using the WAS model and how
361. 9:55tools like go high level can help you
362. 9:57systemize your agency. You also have the
363. 9:58option to book a one-on-one call with me
364. 10:00where I can help you map out your path
365. 10:01and avoid common mistakes. Make sure to
366. 10:03watch the pin video first and I'll see
367. 10:05you again in this channel next