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GoHighLevel A–Z: The Complete FREE Course (Updated) — Transcript

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0:00If you want to completely master go high level, this is the only video
0:04you're ever going to need to watch.
0:06I'm going to take you through the entire high level platform A to Z step by step.
0:11I'm talking from the absolute basics all the way to complex automations,
0:16AI tools, and all the new features High Level has released.
0:20And unlike a lot of other go high level free courses
0:24on YouTube right now, this one is completely up to date.
0:27So everything you're seeing is as the platform is.
0:30So whether you're a complete beginner or you've been using high level for years,
0:34by the end of this video, you'll know how everything works, how everything
0:37connects, and how to use the platform to grow your business.
0:41And the best part
0:42is, I'm giving you this entire go high level course completely for free.
0:45So I'm going to teach you what all of these different things
0:48and go high level do.
0:49Yes, every single one of these.
0:52I'm also going to be teaching you
0:53what all of these do in agency view as well.
0:56And you can tell I'm telling the truth because this video is so unbelievably
1:00long.
1:01So again, we're going to be covering all of this okay.
1:05Now if you guys have any questions during the video, drop a comment down below.
1:08And if you want access to my free community and coaching,
1:11the link is right down below, completely for free.
1:14So the first thing I need to do is break down the difference
1:17between sub account view and agency view.
1:20That is the first thing you have to learn because there's a lot of confusion
1:24with this.
1:24So what is the main difference between these two different dashboards
1:29in high level.
1:29So go high level has two main views agency view and sub account view.
1:34Agency view is where you manage your whole go high level account.
1:38You can see all of your clients and their accounts in one place.
1:42You can manage your settings and control everything in the agency level.
1:46Sub account view, on the other hand, is where you manage one specific business.
1:51This is where you can actually build things like AR, receptionists,
1:54automations, websites, calendars, contacts, and so much more.
1:59So an easy
2:00way to think of it as like this agency view equals all of your businesses.
2:04Sub account view equals one business.
2:07That's really the main difference.
2:09So again this is sub account view.
2:11This is agency view.
2:13This is where you're going
2:14to build websites AI agents calendars and all that other good stuff.
2:18This agency view is where you're going to build
2:20and do the settings for sub account view.
2:22So now that you understand it let's get started.
2:24So step number one of go high level is learning where the support is.
2:29Then we go down the line then into agency view.
2:32That is the exact flow.
2:33So first things first how do you get support.
2:35Because while you're going through this and building your agency
2:38there's going to be a couple things are going to happen.
2:40The one you're going to have.
2:41Question number two things are going to need to be fixed.
2:43And you're gonna have to figure out stuff.
2:44And the way you do that is by clicking this little question mark right up here.
2:48And if we come in here you'll see a couple different options for support.
2:51What I always recommend,
2:53if you don't want to just book a call
2:54and wait, is click Start Chat and click Join Zoom Call.
2:57By the way, this is free with your go high level plan.
2:59But this is really cool because it's going to pop up in a little box right here.
3:02And you can come in and you can actually pick what you want to talk about.
3:06Yes, whatever you have questions on, you can hop on a live zoom call with a
3:10go high level representative and they will chat with you.
3:13Yes, it is absolutely awesome.
3:15And you can do this for Agency View.
3:17I still use it to this day.
3:18Quick pro tip this is just a Go Wizard hack here.
3:21The best time to access support,
3:23especially the zoom calls is on the weekends.
3:25I have noticed there's almost no one on there at the time
3:28you get on you can get on a zoom call in like 30s now during the week.
3:32It's still pretty fast, but it will be a little bit slower.
3:34So when you have questions on go high level
3:37and you need certain support, this is the best place to go.
3:40Okay, now that you understand that, let's move into the very first thing,
3:43which is ask AI on the sub account level.
3:51So to access ask.
3:53AI, you're going to come into your go high level
3:55dashboard and you're going to click ask AI right here.
3:58And then you're going to be brought to a page that looks just like this.
4:01And I want to let you know before I get into this,
4:03if you were interested in free one on one coaching from me
4:05and my free community, there's a link right down below.
4:08So first thing I want to do is just let you know that there has been so many huge
4:14updates from Chrome extensions, okay, to being able to schedule stuff to skills.
4:19This exact ask AI has had a major re hall and it is so powerful.
4:23And I'm going to be showing you all of this in this video.
4:26But if you're completely new
4:27and you don't know what ask AI is, let me quickly explain to you
4:30what this is in 10s think of ask AI like
4:34having your own AI assistant or employee inside of go high level.
4:38Instead of clicking around and doing everything yourself, you just tell it
4:42what you want done and it does it for you.
4:45For example, you could say, build me an AI chatbot for my landscaping business
4:49and ask AI can actually help build it inside of your go high level account.
4:53It's basically like having an employee inside of go
4:57high level where you just tell it what to do and it does it for you.
5:01And when I say anything, I pretty much mean anything from AI
5:04chatbots to calendars to pipelines to managing your ad campaigns on Facebook.
5:08Like it can build
5:09really anything inside of go high level and it keeps getting more powerful.
5:14So first let me show you all the places you're going to access.
5:17Ask AI because a lot of people don't know.
5:19So first off, in every sub account it'll say this right here, ask AI.
5:23That is where you'll basically access it on the most basic part.
5:27Now if you click to launchpad okay, you will see right up
5:30here in this right hand corner we can now click ask AI again.
5:33Now if you go to really anything in here you will see ask AI has now appeared.
5:39So you have access to ask AI all across the sub account.
5:42Not just right over here in this top left hand side bar.
5:47It is on every single tab.
5:49But also, and this is what a lot of people don't know as well.
5:52If you hop on over to Agency View right over here, ask AI is also here.
5:57Now quick little tidbit and pro tips on this.
5:59This is how you can build
6:01sub accounts and build stuff from the agency level on ask AI.
6:05A lot of people don't know this.
6:06They think it is only in the sub account, but it is also on agency view.
6:10So those are all of the places you're going to access this ask AI feature.
6:15All right, so without further ado, let's get into
6:18going over this feature, what it can do and what all of these tabs mean.
6:21So first off let me just demo ask AI to you.
6:24So it makes complete sense because some people don't believe you can do this.
6:29So I'm just going to say really quickly because I'm
6:31literally going to prove to you this thing can build anything.
6:33I'm going to say, please build me an AI
6:37chat bot and a sales pipeline
6:41for Jerry's Landscaping, and we're going to click enter.
6:46Now watch this.
6:47And then right here, it's going to ask me the exact channels I want to access on.
6:50So we'll just do website. In SMS we click submit.
6:53It's going to move us to number two.
6:55Do we want autopilot or Suggestive.
6:57We're going to do autopilot. We're going to click submit.
6:59What should the pipeline name.
7:01We'll just call it sales pipeline landscaping.
7:05And by the way guys you can literally tell it to just build stuff randomly
7:09and it'll do it. It'll just come up with names.
7:11But I recommend you actually plug this stuff in
7:13or else it might not give you the results you want.
7:16And again, guys,
7:16if you have questions at any time during this video, drop
7:19in the comments down below and I won't answer personally.
7:21And this can be an interactive learning experience where you watch,
7:24drop a comment, I answer, and then you keep watching.
7:27So let's see exactly what Asgard does.
7:29Yo, look at that.
7:31It is all been finished, approved, created.
7:34All of it is done.
7:35So now let's go check our work to see if it really did it.
7:38So first things first we're going to come to opportunities okay.
7:41And let's see boom sales pipeline landscaping right here
7:45completely dialed in with stages all ready to go.
7:50How cool is that.
7:51Boom.
7:51Built the first thing in seconds.
7:53Now if we come to AI agents
7:55we come to conversation AI and we go to Agent List.
7:58Look at that.
7:59Jerry's landscaping assistant.
8:01Let's click it. Let's just look at this. Wow.
8:03I mean, look how insane this is.
8:05It built it all out.
8:07And if you come in and look at all of this, it is all been set up.
8:11How insane is that?
8:13And we barely gave it anything.
8:15You can make it much better by giving it better prompt.
8:17I just said build me a chat bot.
8:18In reality you want to get a little more in depth,
8:21but that's how powerful this entire thing is.
8:23I mean, you can come in and just ask it, hey, are you open right now?
8:25Like boom, it's literally already working.
8:27Now let's go back to ask AI,
8:29because I do want to go over something really quickly before we move on.
8:31And this is just a massive pro tip for the viewer watching right now.
8:35You want to give AI better answers.
8:38Okay, ask better questions.
8:39And the way you do that is by prompting.
8:41So you want to
8:43be more in depth with what you say, and it'll give you better results,
8:46because some people will say stuff like I did.
8:48Like I literally said, please build me an Apple in sales
8:50pipeline for Gerry's Landscaping.
8:52That's super vague, like super vague.
8:54That doesn't really mean anything. And it still did a great job.
8:57And some people will use this and then go, well,
8:59it didn't build it exactly the way I wanted.
9:00Well, it can't read your mind, so you have to put in more stuff.
9:03It should be Gerry's Landscaping in X, Y, Z and what you can do little,
9:06little hack here is you can just copy
9:08and paste the URL in here of the website, and then you'll get better results.
9:12And I have a lot of videos on property,
9:13so drop a comment down below if you want to learn more about that.
9:15But that's the first step.
9:17So that's what this can do.
9:18And you can really build out anything you see inside of go
9:21high level with this Ascii feature.
9:23That is how insane this is.
9:24You have basically the ability to build anything.
9:27Now you can keep talking to this.
9:29You can say change it to plumbing niche.
9:31You can say, I want a hair salon.
9:33You can just keep asking it questions and it will build out whatever you want.
9:36Drop a comment down below.
9:37If you want to see me build something specific.
9:39I can make a specific video on this, but you can build whatever you want.
9:42And I have so many different videos of me just building
9:44all kinds of stuff in high level, but at this point
9:47it's just yours to play with.
9:48Whatever you can think of, you can build.
9:50So that is essentially
9:51how you're going to go through and you're going to build stuff with ask AI.
9:55You simply ask it what to do and it does it.
9:58Now a couple other things with this builder
10:00before we move on to search templates and customize.
10:02Because there's been a lot of updates
10:04with customizer, you're going to want to see that.
10:05But if we click New Chat, it will now bring us into a new chat.
10:09And if we come back here, it'll open up another chat.
10:12But if we click this little sidebar it's going to open up.
10:14So just know if you want to get this open and closed, that's how you do it.
10:18Because some people will come to contacts or wherever and then come back to ask
10:21AI and this might be hidden or not, that's how we open it up.
10:24Now, if you want to access old chats, you would just click right here
10:27and we come back to this chat.
10:28But also if we click these three dots
10:30right here, we can rename this chat to whatever you want.
10:33And we can completely delete this chat.
10:36So if we click delete watch this it's gone.
10:38So that's how we kind of edit the chest.
10:40Now I also want to show you a quick thing as well as you can come in here
10:43and you can add files or photos in while talking to this.
10:45Or you can basically start dictation or use voice.
10:49So if I click this, it's going to start dictating my voice.
10:51Or you can literally just create a voice memo if you want to just data dump.
10:55So if you guys want to build faster check this out.
10:57Hey, how are you doing?
10:58I'm trying to do a bunch of different stuff with go high level and building
11:02AI chat bots and blah blah blah.
11:03I watch this, see it went through and add it
11:06and now AI can essentially get faster version of what you're trying to say,
11:10because sometimes you have a lot in your mind and it takes too long to write.
11:13So use these two different features if you want to do that.
11:15So that's just a little pro tip.
11:16So you understand exactly how this entire process works.
11:20And just some stuff to speed up your workflow.
11:22So now we move on to search.
11:24So this very simply is going to be a place where you can search all of your chats.
11:29So if we have a chat right here so we come here
11:31and we do I'm just testing this I'm going to show you right now.
11:33And we come back here and we click search.
11:35You're going to have this little bar pop up where we can search chats.
11:38Now this is important.
11:39If you have a ton of chats you'll see in some people's accounts,
11:42especially some of mine in the chats go on ever.
11:44Pretty much.
11:45So this is a place where you can search the chat
11:47and that's why I recommend you always name these.
11:50Again, this is a big pro tip guys.
11:51You name these a very simple name you can remember or something
11:54that you're following.
11:55Because you can always go back and then find said chats.
11:59So that is what this search function does.
12:02Now we're going to move on to templates.
12:04So this is really neat.
12:05These are pre-built out prompts you can use.
12:07So this is as you see start with readymade prompt.
12:10These are things that are already built out where
12:11if you click this it'll build it.
12:13So here are some examples you have purchased from a phone number
12:15and complete regulatory requirements if needed.
12:17So we can do that.
12:18Configure AI boys agent from conversation analysis.
12:20You can do that as well.
12:21Auto build a conversation
12:22AI agent trained on business profile website, blah blah blah.
12:25You have all these different things you can find in here.
12:27There's a lot of different stuff.
12:28In short,
12:28these are prompts, ready made prompts for you to use and you have different tags
12:32you can click so AI agents, integrations, commerce
12:35and payments, social media where you can play with.
12:36Or you can just search in here.
12:38So we'll do Facebook and spell that right Facebook.
12:42And you can find anything that's really connected to Facebook.
12:44So just know these are pre-made prompts if you want to build something you can.
12:48So I'll just show you a quick example.
12:50Let's say we want to do the let's pick one right now.
12:56We'll come right
12:56in here I'll do right here and watch this.
13:00It's going to think right over here as you see on this right hand side right here.
13:04And then it's going to ask us exactly who we're sending this to.
13:07So we could say Jerry's Plumbing.
13:10We click next okay.
13:12Line items we're going to say hot water install
13:17$7,000 I'm just ball parking this here.
13:20And then due date tomorrow submit.
13:23And it's going to go through and it's going to build out an invoice.
13:26And then you'll send it if I want it to.
13:27So again guys I'm just showing you an example.
13:29That's what the templates are.
13:31They are just pre-made prompts
13:32that if you want to build something quickly you can come
13:35and you can click this and you can build them.
13:36If you come in here, they have like literally everything.
13:39Link your Instagram account to social planner,
13:41connect your Google calendar and create a new booking calendar.
13:43I mean, they have almost everything you could need right in here,
13:46but as we know for certain businesses, you're going to have stuff that you need
13:50that is not on here.
13:51That is where all of this other stuff comes in handy.
13:54Okay, so now we move on to the really in-depth stuff.
13:56And this is where a ton of the updates are, is this customized tab.
14:00So if we click this right here see it just let us know about this.
14:03We now have these four different things we can do.
14:06Skills triggers schedule connectors.
14:08Guys this stuff is new so please pay close attention.
14:11This is where stuff gets really really hot.
14:14All right so let's hone in on skills because this is a new feature
14:17that's absolutely amazing.
14:18So first things first let me explain to you what skills is.
14:21Skills is essentially like a pre-built agent
14:26that you create that you can go back to to do something specific.
14:30So if you wanted to have an AI
14:31chatbot builder, we can create a skill that's build a chatbot.
14:34So instead of you
14:35coming back here every time, clicking new chat and going through the process,
14:38we can essentially just use skills to build it every single time.
14:42And you can actually take AI prompts and embed them in skills.
14:45So you now have your prompts ready made to save you even more time.
14:50That is how powerful this is.
14:51So let me show you how to create a skill.
14:53We come right in here and we click Add Skill.
14:55Now you're going to see three different ways you can do this.
14:57You can create with ask AI which is what we're going to do today.
15:00It's the simplest.
15:01You can upload a skill.
15:02This is importing a skill file.
15:04Now this is good if you're coming from other platforms.
15:06But if you don't have, you know you're not coming from other platforms.
15:09You don't need to do this.
15:10And then you can click this,
15:11which as you see here is just going to give you
15:13a basic description where you can put in your skill.
15:16But really this is the best one.
15:18It's one you're most likely going to be doing.
15:19So let's get to it.
15:20We're going to click this.
15:21And what we're going to do is we're going to build a new skill.
15:24So first things first we're going to name the skill.
15:27So let's come in here and let's say we're going to call this pipeline rescue.
15:32Again. You put it whatever you want it to be.
15:34This is just the name of the skill.
15:36You can create anything you want.
15:37If you can think of, we can make a skill up.
15:39We're going to call this Pipeline Rescue and we're going to click next.
15:41It's going to be four steps.
15:42Now it's going to be what should this skill do.
15:45So this is where you're going to tell it what you want.
15:47So we're going to say check the pipeline
15:50for leads falling through the cracks.
15:54And we could get more specific
15:55and ask for a specific pipeline for the sake of video.
15:57I'm just gonna say pipeline falling through the cracks and follow up
16:01with them or no, we could even say and let me know who.
16:06Again, we can do whatever you want.
16:08I'm just doing this for the sake of the video.
16:09Then I'm going to click next.
16:10And then it should be when should this assistant use this skill.
16:14Now I'm going to get into triggers in a second,
16:16which I'm going to show you because we can trigger it
16:17on any feature in high level or any kind of moment in high level.
16:21But what we're going to do is we're going to just say when I ask it.
16:24So another pro tip, there's two different kinds of ways
16:26we can really get this to work.
16:27Number one, when I say so,
16:29which is what I'm going to type, which is when I ask the skill, I come in
16:32and say skill AI bot, do it now and then we can do it off a trigger,
16:36which I'm going to show you how to do in a second.
16:37We can technically do it here, but there's an easier way to do it later.
16:40So when I say so then we're going to click this last one.
16:43It's going to say what steps rules should the assistant follow.
16:46Include any specific tone format details.
16:48This is where you want to let it know what not to do.
16:50That's what I've learned in my time doing this what not to do.
16:54So we're just going to say only fire off when I say so.
16:59Then we're going to click submit very, very simply.
17:03Boom.
17:03Look at that.
17:04Created this entire skill in 16 seconds.
17:07So look at this.
17:08We now going to come back to customize.
17:10And you'll now see under skills we have this entire skill dial.
17:15So now anytime we want to use this
17:18we can simply come in come into here or we come right into customize.
17:23We click the skill, click it just like this and tell it what to do.
17:26So we have all these different options.
17:28This is where we're going to see all of your skills right here.
17:31Now let me show you a couple more things with this
17:33because this is where it gets really important.
17:34And this is where we're in
17:35to get into CRM triggers in a set,
17:37because that's where we're going to get with triggers.
17:38But the first thing to note is if you want
17:40this skill to be turned off, we're going to click this.
17:42It's going to turn it off.
17:43And then I'll say I won't use this skill if you want it on.
17:45We toggle this on.
17:46Now if we want to get rid of this
17:47we can click delete and it will uninstall and get rid of said skill.
17:50And we can edit this whole thing by clicking this right here.
17:53And then we can come in
17:53and we can literally edit and do whatever you want with this code.
17:57And then when you're done, you click save.
17:58So that's how you can edit this skill in real time.
18:01Again, you can ask AI to edit the skill.
18:03It's very simple, but that's where you're going to go through and do all of this.
18:07As simple as that.
18:09So this is where you're going to manage said skills.
18:11Now when it comes to triggers, this is the really important part.
18:14And this is the final part on this.
18:15This is what triggers it.
18:17So what I told it to do is trigger when I say so.
18:20So when I want it to search the pipeline and go look at it when I say so.
18:25That was the first way.
18:25But we can have it do it on a specific trigger.
18:29So if we come to triggers, you'll see there's nothing here.
18:31But if we come back to skills,
18:33we can click add CRM trigger and we can choose from any of these.
18:37So if we click contact created watch this.
18:39We come out we come to triggers. Boom.
18:41We now have this active.
18:43When a contact gets created pipeline rescue fires off.
18:46So that's how we add CRM triggers.
18:48And if we come in here you'll see we have a lot of different stuff.
18:50We have contact created lead tag which by the way you can pretty much do
18:53anything with a lead tag so that it can be anything in high level form.
18:56Submitted, survey submitted, appointment booked.
18:59Appointment status.
19:00Opportunity created. Opportunity.
19:02Status changed. Facebook lead.
19:04Wow, that's a big one. Schedule.
19:06So with any of these we can click these and then we are done.
19:09So that is skills guys if you have questions on skills
19:12please drop me down below so I can answer personally.
19:14But again
19:14they're essentially like a mini AI bot that you program to do whatever you want.
19:18So that is skills and triggers.
19:21Now we move on to scheduled.
19:23So scheduling is really, really great for sharing said tasks.
19:28So if we went into skills and we want to create pipeline rescue,
19:30well we could schedule pipeline rescue for every Thursday.
19:33So this is really handy.
19:35Now this is where we start to get into the whole bots.
19:38Onboarding and running your business.
19:39Like this is where it gets really crazy.
19:41So if we come in here, we can click new Task.
19:43We can put in the task name.
19:44We will say onboard new client.
19:48And then right in here we can just say the same thing as we said right here.
19:52And then we come into the prompt. So this is where we tell it what to do.
19:55So we could say when new user pays
19:59invoice, build them chat
20:02bot calendars and pipelines based on custom
20:07values and fields which they can just fill out their account.
20:11And then they're done. And there's ways we can do that.
20:13Again, that's a whole other video if you have questions on onboard.
20:15Actually I do that. But that is how amazing this is.
20:18It can literally do that.
20:19So then we're like,
20:20okay, it's going to onboard new clients
20:21and we're going to say, you can do manual if you want it to run it
20:23when you bring someone in, but it could be every hour.
20:26So anytime someone goes through and does this every hour, it's going to do it.
20:28So we click Create task. Boom.
20:30Every single hour it's going to fire off.
20:32Now you can think of literally anything in high level.
20:35You could do send out invoices.
20:37It could be create AI agents.
20:39It could be check the email campaign.
20:40It can be running for data
20:41like there's so many different things you can do with this.
20:43It gets crazy.
20:44What I recommend you do, and this is where this gets really, really
20:47handy, is think of this like a super automation.
20:51So a lot of people said, yeah, come in and automate your life.
20:53Automate your business.
20:54Well, this can automate almost everything.
20:56So think of this as like all of the tasks you do in a daily basis in high level
21:00for your agency, or if you're a VA or whatever you do for your business,
21:04think of all the different things that you do now and use.
21:07Ask AI to take those away from you because again, we want to save you time,
21:11because time is money.
21:12So if you can use these to start pulling back the curtain
21:15and getting your time back, this will give you infinite scalability.
21:18So that's how you need to think of schedule tasks.
21:20And that is what it does.
21:22So it's incredibly powerful stuff guys.
21:24Now we're going to move on to connectors okay.
21:27So this is where we get into the really crazy stuff
21:29which is the browser control which is absurd.
21:32The first we go into manage connectors.
21:35So right in here you will see all these different MCP platforms we can connect in.
21:40So we have composition
21:42our table clay whatever, yada yada yada Sana.
21:45Like it just goes on.
21:46This is where we're going to be connecting
21:48those platforms into high level and more specifically high levels AI.
21:52So it's all right here. Look at this.
21:55We have all the ones you can want,
21:56plus a custom one which you can add in just like that name MCP server URL.
22:00And then you can add in client ID and client secret
22:03and all the other stuff at MCP. And you're good to go.
22:05So that's where you can connect certain things into go high level.
22:08Now we move on to the browser control.
22:11So let me quickly explain to you what this is because it says it right here.
22:13This is essentially a chrome
22:15extension that allows high level to control your Google browser.
22:19So this is crazy.
22:20I mean, this can do anything you really want at this point.
22:23I mean, again, always check compliance laws.
22:25I don't know where this is going in the future,
22:26but you could have a DM people on social media.
22:28You can have it pull leads. You can have to do it.
22:30I mean, it literally is like having a real employee.
22:32So this is how we're going to do it and enable it.
22:34You're going to get the Chrome extension.
22:36It's going to bring you right to Chrome's page.
22:37And you're going to click Add to Chrome, and then you're going to click
22:40Add Extension. And you're going to wait till it has this.
22:43And it shows you that it is added. This is removed from Chrome.
22:46Once you now have it we're going to click enable.
22:48And we now have this entire thing.
22:50So now what we're going to do is we're going to come back here
22:52and we're going to tell this thing what to do.
22:53You can create skills off this to this is where this gets really crazy.
22:57But we're just going to do please go on Google
23:00and find me businesses that need websites.
23:06Now we're going to click enter.
23:08Now watch this I'm going to show you what it's about to do.
23:11This is crazy.
23:11Look at this right here.
23:13Check this out.
23:14Hands off I'm not doing this right now.
23:17Look at this.
23:18This thing is just doing what it wants.
23:20Okay. Just clicked. Click the maps view.
23:22Look at that. It's literally clicking around.
23:24Look at that. Look at that. It's just scrolling through all of them.
23:27So this thing is just going to go through and go ham on all of this.
23:30It's literally just going to go find, you know, the businesses like you see
23:34it's sifting through these and it's going to click around and do its thing.
23:37Now you can use this for so many different things.
23:39I mean it's giving you the data right now we're just going to pause this
23:41that this is why this I mean see it's pulling it up.
23:44It's like doing its own thing. It's like having a human type.
23:46It's like having a VA.
23:47So it's literally like having a VA.
23:48So you can get crazy with this. Again, always follow compliance laws.
23:51But just know like there's so many things you can do DMing on social media
23:54this that like it gets wild fast because it gives you the ability
23:58to do things that can't really do anywhere else.
24:00It's absolutely absurd.
24:02So if you want to turn this thing off, come right here.
24:05Going to remove from Chrome remove.
24:07It's not going to be there. And you can always ask are you live.
24:10And I'll tell you.
24:10But also if we come right back here
24:12okay we go to customize I'm going to go right into connectors.
24:15You want to turn this off as well.
24:16And then it'll be fully off. So again you click this to see if it's off.
24:19Add to Chrome okay. It's gone. And then it's disabled.
24:21So that is essentially
24:22how you're going to figure out whether this thing is on or off.
24:25Because this thing is on all the time.
24:26It's just going to be on Google watching all kinds of stuff.
24:30So just just just be aware that this thing is crazy
24:33and it's only going to keep getting better.
24:34So guys, if you have questions, drop them down below.
24:37This is the future. It's absolutely insane.
24:39Ask AI is absurd okay.
24:41So that is essentially all of these different features
24:43inside of here and all of this right here, even the scheduled stuff.
24:47But then we go down here and we have even more
24:49because the Joe Wizard is not leaving anything out.
24:52Now, this is the memory.
24:54This is where it's going to remember all the things you talk about.
24:57If you come into memory,
24:58we can click manage and it's going to have all the conversations
25:01and we can search for things, we can delete things.
25:03We can literally get filters on it.
25:06We can clear all of it,
25:06but we can also import all of the memories if you need to build something.
25:11So this is really important for if you're doing like data aggregation
25:14and stuff like that, you could get all the memories out,
25:16run it in, chat Jimmy to order and ask if you want
25:19and have it go through a bunch of different stuff.
25:22It's absolutely incredible and it's just so powerful
25:25because it gives you access to the brain and the memory of this bot.
25:28So you really can do whatever you want with it.
25:30So just know that's where you'd find it, right down here under account.
25:34Okay.
25:35We're not done yet though, because what I want to do now is
25:39I actually want to show you something that's so important that none of the other
25:42YouTubers are doing, which is actually how to use ask AI on your mobile device.
25:48So just when you
25:49thought this video was done, it's not because we have one more thing to do,
25:53which is what no other YouTuber has done is show you how to use ask AI on mobile.
25:58Yes, this is something you need to know.
26:00When I say mobile, I mean your phone.
26:02Yes, you can access ask on your phone now really quick.
26:05Why is this so important?
26:06Because you might be like, oh, it's cool.
26:08It's just, you know, using your phone.
26:09Well, here's the thing.
26:10Lead connector for the longest time, which is go high levels
26:13app only allowed you to look at the data in high level.
26:16But for the first time in go high level history with Ask on Mobile,
26:20we can now build from your mobile phone.
26:23I've never seen anything like this.
26:25It is the ultimate, most powerful form okay of AI
26:29and a lot of people don't know it exists.
26:30So now let me show you exactly how to use ask AI on the mobile phone.
26:35So first thing you got to do
26:36is obviously get out your phone because this is a phone tutorial.
26:39I'm showing you how to use the.
26:40Mobile app, and if you don't have the mobile app, it is called Lead Connector.
26:44It's this right here.
26:45You can get this in the iOS store or the Android App store.
26:49You just type in lead connector and you're going to want to get it from there.
26:52We're going to click open and then we are going to be in our account.
26:57So if you do not know how to use the mobile app at all on go
27:00high level and you're like, what is this? Don't worry, I have a tutorial.
27:03I'm looking at the end of this video that's going to be the complete guide
27:06to the high level mobile apps. And don't worry.
27:08Have you covered either way at the end of this video?
27:11So first things first, let's make sure you have ask AI enabled.
27:14It is this feature right here.
27:16If you don't have it,
27:17go on your computer, go into labs and make sure it is enabled.
27:20After I run through this entire
27:22mobile tutorial, I'm going to make sure I go back on high level on the desktop
27:26so you can see that this actually works both ways because this is so powerful.
27:30This is the most powerful high level mobile app update they've ever had.
27:33So you're going to click it right here.
27:34And we're just going to ask it what to do.
27:37If you don't know what
27:37ask AI is guys you should now because I've made a million videos on it.
27:41But essentially AI worker agents that build whatever you want.
27:45So the first thing we're going to do is we're going to say, please build me
27:49a pipeline for sales called
27:53declines test pipeline and make up for stages for me.
28:01And we're going to click enter.
28:02One quick thing that's really important
28:04I need to let you know about this that makes this so powerful is high
28:06level, is never really given people the ability to build on the phone.
28:10That's why I made this video for the first time.
28:13You can actually build on the phone.
28:15So like there may be a point where you can
28:18use high levels mobile app instead of the desktop.
28:21We've never had this before.
28:22Guys like please know that we have never had anything like this.
28:25This is extremely powerful.
28:27So it says, shall I go ahead and create this?
28:30And I'm going to say yes, and we're going to click enter.
28:32I'm also going to create
28:33an AI chatbot off of this to prove to you that this worked.
28:37Okay. Perfect. It looks good. It's loading really fast too.
28:39So I like what I see here.
28:41I'm going to X out of this.
28:42I'm going to come right into apps.
28:44I'm going to go right into opportunities and I'm going to search for this pipeline.
28:48I will show you after the video on desktop two.
28:52But look at this.
28:53How cool is that?
28:53Declan's test pipeline right here.
28:56We have all of this right here.
28:58We can add the opportunities in just like this.
29:00And from there we are.
29:01Good to go, guys.
29:02This is extremely powerful.
29:05Like, please understand this.
29:06You have never had the ability to build on a go high level app before.
29:10This has never been able to be done. Now.
29:13High level is legit enabling us to build on the app.
29:16That means the phone can literally be your workplace.
29:20It's never been this powerful.
29:21Okay, I'm going to go even further because I want to show you this.
29:23So we're going to come right in here and we're going to refresh this entire thing.
29:26And the way to start a new chat
29:27on the mobile phone, okay, is you're going to come right up
29:30here to these little arrows that show sizing.
29:32We're going to click them.
29:32And then you're going to click this right here declines test.
29:35And you're going to click
29:36this little pencil icon up in the right hand corner right here.
29:40We're going to click it. And now we have a new chat enabled.
29:42So that is how we use the mobile app as far as like functionality
29:46going side to side. So let's try this.
29:47Say please build me an AI chat bot
29:52that can do email and SMS
29:56for Arctic Air solutions.
30:00All right, let's see what I can do.
30:02Click enter again if you guys have any questions at all during this video.
30:06Anything you're wondering, anything you're trying to accomplish, drop
30:08in the comments down below and I personally will answer, wow, look at that.
30:13It is now built.
30:15So we're going to do is I'm going to be showing you
30:16this in like literally
30:17like two minutes on the desktop to make sure it actually built all the way
30:21because we see it right here, but we want to prove it.
30:23That is absolutely insane.
30:24But the last thing I want to do is I want to also build some calendars,
30:28because this is something that I think is really important
30:29because this kind of completes the ensemble.
30:31So we're going to build those.
30:33Let us come right here and let us do please build me a calendar.
30:39So we're just going to click enter.
30:41Simple as that. So right here we can now name it.
30:43So we're just going to do test calendar
30:46I'm just going to do Declan okay.
30:50Submit 30 minutes.
30:51Renew Monday through Friday. And we're going to enter it.
30:54We're going to let it do its thing okay.
30:56Right here it's asking should we create.
30:58And we're going to click yes create.
30:59Wow. Look at that.
31:00As you see on the screen as well. It just built it out.
31:03Let's go back. Let's go to calendar.
31:05Let us find the exact calendar we want okay.
31:10Look at that Declan test calendar.
31:12Boom. Done. We even have the links right here.
31:14And we are done.
31:15How cool is that?
31:16It's all finished.
31:18Built it like that right on the app.
31:21That is why this is so powerful.
31:23You guys have got to understand,
31:25this is the biggest update, I think high levels ever made.
31:27And a lot of people, I don't see anyone making videos on this
31:30because they don't understand.
31:31But I'm so tapped into this space that I've been waiting for the moment
31:34where the mobile phone
31:35has almost the same power as the desktop, and we're almost there.
31:39So guys, you just got to check this out.
31:41So make sure you get the Lead Connector app and you start messing around.
31:43Now that we understand this guy's the last but not least,
31:45let us go back to the desktop and let us look to see if this
31:49actually created on the desktop as well.
31:50And that will be the final test of
31:52if this fully worked and it is fully the greatest thing ever.
31:55Let's check it out. All right. We're back in our high level dashboard.
31:57First things first pipelines. Let's check it out.
31:59Let's see if it did it.
32:01Look at that Declan test.
32:02Pipeline number one checked. All right.
32:05Let's go to number two which is under AI agents
32:08which was the conversation AI boom July 9th.
32:11Look at that.
32:12There it is. The exact AI agent we created.
32:15Look at that.
32:15How cool is that done.
32:17And then last but not least, let's go to calendars and let us see if it worked.
32:23But I mean guys, look at that it created and look at that.
32:27The calendar is set up, dialed and done.
32:30How amazing is that guys?
32:32Like that's the future.
32:33And this all came from ask AI right here.
32:36You guessed it on the mobile phone.
32:39Yes, we did that on the phone for the first time in high level history.
32:43High level has enabled you to build on the mobile phone.
32:47It's never been like this.
32:48It's always been just managing and texting.
32:50This is no longer lead connector app.
32:52This is the go high level app that builds for you.
32:55So guys make sure you take advantage of this.
32:58Download the app ASAP okay.
33:04So now that that is covered we now need to go over launchpad.
33:07So this is the first tab you're going to see in high level.
33:09And all this is is an easy way for you to get launched for yourself
33:13or for your clients very quickly.
33:15Basically onboarding quickly.
33:17Now first up we have download our app.
33:19So this right here if you click send link you can put in a phone number
33:22and it will send them the link to the mobile app.
33:24This is great if you want to quickly get them on the app,
33:27which is league connector, and getting them signed up,
33:29but it's also really good if you need to get signed up
33:31so you can put your phone number in here and get signed up very easily.
33:34Then we have connecting your Google business profile.
33:37So if we click connect this will connect to Google Business Profile very quickly.
33:40Just to let you know, you can connect a lot of this stuff
33:42down in settings, but we'll be going over that later.
33:45Same with Facebook.
33:46If you want to connect your Facebook really fast, you just click connect.
33:48Walk through the steps. It's very simple.
33:50It'll show you exactly what to do through your info.
33:52Then we move on to generate leads with the chat widget.
33:54Honestly, the chat widget has changed so much recently
33:58and I go over that later in the video that's under sites.
34:00I wouldn't even worry about that for right now,
34:02so didn't even really do anything with that.
34:04This one right here, which is integrate WhatsApp.
34:05This is if you want to connect to WhatsApp in your account quickly.
34:08Again, there's other ways of doing that. The launchpad just makes it quick.
34:10And you would just click connect and follow that along.
34:12Then to connect Stripe this is a payment processor to collect payments.
34:16This is where you would connect it.
34:18You would just click connect, go through,
34:19put your info in and just take it just like that.
34:22Then we have X listings again.
34:24That's in another place.
34:25So I wouldn't really plug it in right there.
34:27And then if you want to connect WordPress you can do the same.
34:29Now real quick before we move on to this last one,
34:31a lot of these things are done all in other places.
34:34In high level. It's just in the launchpad.
34:36It's a fast way to do them right here,
34:39which seems more simple, but to be honest, I like doing them.
34:42Some of these other ones in other places like WhatsApp and whatnot.
34:45But don't worry guys, we're going to be going over that all throughout this video.
34:48Last but not least, we have quickly add team members.
34:50So this is if you want to add a team member to high level.
34:53So you want to basically give access to someone else to your high level account.
34:57You can just click add okay, put in their email send invite.
35:00And you can send them an invite to basically become a user of this account.
35:04Again, there's another place to do that, but this is an easy way to do it
35:07very quickly.
35:08So again guys, the launch pad is just an easy way
35:11to get started really fast with some basic core stuff.
35:14But all of this stuff can be done in other places in high level.
35:17And throughout this massive video
35:19you will see the other ways I do this, but that is what the launchpad does.
35:28So really quickly, if you don't know what the dashboard is,
35:31it is essentially a place where you will see all of the data from your entire high
35:35level sub account in one place, so you can know how many calls you got,
35:38how many people opted in, how many leads you got, how your Google business
35:41is ranking on Google, just all of that stuff in one place.
35:45And this is really powerful, okay,
35:47not only for you to see what's working and what's not working very quickly,
35:50but for your clients to see what's working so they know why they're paying you.
35:55Later in the video, I'm talking about reporting
35:57and sending reports to them to also help us,
35:59because this is one of the missing pieces I see constantly with agencies
36:03and their clients. They're not properly showing the data.
36:05And the cool part is you can customize these dashboards
36:08to look any which way you want them to look.
36:09Something more like this, where you're seeing all kinds of updates,
36:13revenue, conversion rates, things that really make business owners go, wow,
36:18this is why we're paying you.
36:19So this is one of the reasons why this is so powerful and it's often overlooked.
36:23But we want to make it look something more like this.
36:25And this is our live dashboard, by the way.
36:27So what we're going to be doing in this video is I'm going to be going over how
36:31to customize your dashboard, what widgets to put in, and really how to clean it up
36:34and make it look better.
36:35But also, we're going to be going over this
36:37AI feature that has been infused into the dashboards
36:40that I will help you read data and do all kinds of other stuff.
36:44So the first thing to note is that you can have multiple dashboards in high level.
36:48So you come right here and you click this button.
36:49You can actually add more dashboards and you can create from blank
36:54from the template library or clone.
36:56And you can basically have multiple in here.
36:58So if you want to just
36:58pick and choose certain ones, that's where you'll find them by clicking this.
37:02But if you want to edit said dashboard right
37:04here, we're going to come right up here to click Edit Dashboard.
37:08And you're going to be brought to a page that looks like this.
37:11So the first thing I want to show you
37:12is that if you want to delete or move anything around, it's very easy.
37:15You would come right in here.
37:16You'll click these three dots and you'll click delete and it's gone.
37:19If you want to move anything around, you will just grab it and drag it
37:23around again. You can only do this when you're in the editing.
37:25So if we come to save changes, it doesn't work, doesn't do anything.
37:27This is what a lot of people do like, oh my gosh, I can't edit it.
37:29It's like, well, you got to click Edit Dashboard first.
37:31But from there we can move and really make this look any which way we want.
37:36But now what we're going to do is we're going to go
37:37over all the things you can add into your dashboard.
37:40So first off we have widgets.
37:41And in widgets the first thing you'll see are these chart types.
37:44This is just the way it's going to make it look.
37:46So numeric donut line bar horizontal bar and then table again.
37:51These are like different kinds of graphs.
37:53Like you see right here. This is a donut.
37:55You can choose how you want that to be displayed in each widget.
37:59And you just click as is there.
38:01But then you have basically the different widget parts you can add.
38:04And these are just data points on here.
38:06So each one of these will have a little number here.
38:08And this is the different points that you can add.
38:11So if we come into contact and we click this dropdown you will see
38:14almost everything on contacts right in here okay.
38:18So if you want to have a context count we just click this right here.
38:21Everything looks good.
38:22You can click Advanced Setting if you want to add anything with date ranges.
38:25But then you'll just click save and it will now pop up.
38:28So anytime you get contacts they would be fed into the account.
38:33But see that's how you just add one.
38:35But there's many to add and it's up to you on how you want to make this look.
38:38But in contacts we have basically everything to do
38:41with contacts in the account, new ones coming in and whatnot.
38:44We then have appointments,
38:45so think calendars, booked calls, all that kind of stuff.
38:49We then have opportunities to think like pipelines and sales
38:52leads coming in, visitor data, how many views, what your funnel is doing,
38:56tracking emails bounced open, delivered on subscribed calls.
39:01How many calls are you getting?
39:02You know who's coming in?
39:03Basically stuff like that. Conversations.
39:06Where are you getting messaged from?
39:07Are they unread?
39:08You know, all this stuff with messaging payments.
39:11So this is like exactly what you think revenue.
39:13Like if we come over here, you'll see
39:15like it's revenue involved and stuff like that
39:17where it'll show them like this is how much money you've made,
39:19have all kinds of stuff with opportunity status to.
39:21But that will all be in revenue.
39:23And then we have stuff with meta
39:24adds some basic general stuff, and then more Google Analytics.
39:28And the whole point about all of this stuff is you're just showing the data
39:32in an easy to see way,
39:34because a lot of people will come on the high level,
39:36especially your clients, and they'll come in here and they're like,
39:38this looks cool, but what the hell does this mean?
39:40And they won't see anything because your dashboard doesn't
39:42say anything when you create the dashboard properly to show them what's working,
39:46what's not working, it gives everyone a better idea of what's going on.
39:50So again, what you need to do is you need to just figure out
39:53exactly what data you want to have, and then you put it in.
39:57So if you want some pointers from the wizard and like,
39:59what would I do with the dashboard for us first starting out, if you're working
40:02with a basic brick and mortar business, you want a couple key things.
40:06So first off,
40:07the first thing I would choose in this data point is
40:09I would do stuff with appointments to show them
40:11how many different appointments they're coming in and stuff like that.
40:14Leads show them the leads.
40:15You can put all kinds of stuff calls to assign to.
40:18But most importantly, I would focus on the payments, revenue and
40:22people coming in, new new deals,
40:24stuff like that, because that's what's really going to wow them.
40:26It's going to be okay. Wow, we just made that much money.
40:27So that's what I would do if I were you.
40:29And again, you just drag and drop and put it right in like that.
40:32And again, for anything you're not using, delete it.
40:35Really important.
40:36Like a lot of people will leave stuff with Facebook ads and Google ads.
40:39Don't leave that stuff.
40:41Get rid of that.
40:42Get rid of it if you're not using it,
40:44because all it's going to do is it's going to confuse people,
40:46especially if you don't have Google Analytics.
40:49Like it literally just clouds it and it just looks dumb.
40:52Use only the things you're going to use,
40:54and you want the dash to become packed and show the data points you want to show.
40:58Really, really important.
40:59I see this constantly, and it's actually really frustrating because a lot of people
41:03would do a much better job marketing if they showed the data better.
41:07So then what we can do if it looks really weird is
41:09we can come down here and we can go like that
41:11and we can enlarge stuff as we come right here.
41:13And then what we can do is we come right here
41:15and we come to the side and that pretty neat.
41:17We can do more like this and get this over here.
41:20I'm going to do a little bit of that. Yeah.
41:21And then that's what you can do.
41:23You can basically create the dashboard two by moving around like that.
41:26So very easy.
41:28Very nifty I mean again like you know exactly what to do.
41:31You come in, you drag and drop. You click if you want to delete.
41:34If you want to get rid of it, you click delete.
41:35And if you want to add anything you add it over here.
41:37Very simple.
41:38If you guys have any questions, drop in the comments down below so I can answer.
41:41So at this point all you have to do is go in
41:43and create the dashboard on the data that you want to show your clients.
41:46From there, we then can edit the way we want the data to look.
41:50So again widgets is going to be what data you have.
41:53Elements and themes is going to be the way you want the data to look.
41:56So if we come into elements we can then add some stuff.
41:58So we can add stuff with code which can be like Google
42:00Sheets, YouTube videos, we can add basic text,
42:03we can add images, we can add text box, we can add all kinds of stuff.
42:06And actually one of the things I'd say that can help sometimes
42:09is if you come right in here, okay.
42:11And you add an image.
42:12So we're just going to come into the stock library,
42:13say you uploaded something, but we're just going to type in logo.
42:16This is just strictly for test.
42:18We're going to pick the Lamborghini logo.
42:21What we can do is we can save okay.
42:24And then it'll pop up here.
42:25And what you can do say this is their logo again I'm just demoing.
42:28You can put their logo in at the top to make it look more official, like
42:32oh my gosh,
42:33this is their dashboard, which I'm telling you guys can be super powerful.
42:36You don't have to do this, but it's something you can do.
42:39Obviously don't use the Lamborghini logo.
42:41Use their real logo.
42:42I'm just showing you for a test, but it can be very powerful.
42:46And it's just one of those things guys that's going to help tremendously
42:49in showing them the data, not telling them, which is what you want.
42:52So again, you can add any of these right here.
42:54Then we have themes. So this is just the different colors.
42:56Like you come right here. You can change the colors.
42:58And you can even do a custom theme where you pick the exact colors again
43:02which helps.
43:02Then you have custom metrics, which is just adding in certain metrics
43:06that you created from scratch,
43:07which can be a little tricky, but that is essentially how this dashboard works.
43:11It is that simple.
43:12So once you're all done, you just click save changes and then you're good to go.
43:15But up here as well, you can clone this dashboard duplicate to another account.
43:19This is really handy if you want to put it another sub account.
43:21Upload a dashboard template and you can get from the marketplace
43:24set as default dashboard if you have multiple
43:26and then manage time zones and a couple of things like permissions.
43:29But then from there you're done.
43:31That's all you have to do with your dashboard.
43:33Now what we have is we have this new AI feature that can summarize the dashboard.
43:37So we come in here and we click this.
43:38What it's going to do is it's going to pull up
43:40ask AI and it's going to summarize stuff.
43:42And this is only going to get better.
43:43So as you see
43:44right here it's coming in and it's talking about the opportunities are zero.
43:47And there's no manual actions because this is a test account.
43:49So obviously there isn't a bunch of stuff in here.
43:52But the idea is it's going to come through.
43:53It's going to summarize all your data and you can ask it questions like, well,
43:57how many calls did I get and where?
44:01And again,
44:02I don't have anything, so nothing's going to pop up in the sub account.
44:05But what it will do
44:06or have tested it on live accounts, it will go in
44:08and it'll be like, you got this many calls from here
44:09and there, and it's just going to make the data easier to read.
44:11And again, as is here, it's not saying anything.
44:13It's going to only get better.
44:16I want to make this abundantly clear.
44:17Some of these new AI features, people are like, oh, that's not that great.
44:20But it'll get to the point where it can synthesize data much faster,
44:23and it will understand certain things
44:24and give you better feedback and show you how to improve it.
44:26And then you also see if you come down here, you can see little AI insights,
44:30you can click it, and it's going to give you little
44:31AI insights on each individual bar or graph or whatnot like this.
44:36As you see right here, it's going to show you exactly what's going on.
44:38So you know you know the whole story.
44:40So it's very handy. It's very helpful.
44:42And guys at the end of the day you want to show what you're doing is working.
44:45Because if you don't show then you're just telling them they don't believe you.
44:48That's why data is really important.
44:50But now what I want to do is I want to link a video
44:52at the end of the video, it's going to go over reporting.
44:54It's really important because it's a separate video.
44:55But what reporting does is it takes this dashboard, cleans it up,
44:59puts it in a nice summarize support and emails them every week or every month.
45:03So you don't have to show them or you don't have to give them access
45:06to high level.
45:07Because here's the other thing.
45:08They may not be coming into this sub account.
45:10They may not have access, but what they can have access to
45:14is a report that gets emailed to them every month, which makes you look better,
45:17like you're being proactive, but it also shows them the data.
45:21So it's one of those things to that's just super handy.
45:23And it's the cool too.
45:24If you have a bunch of clients,
45:25what you can do is you can create
45:26snapshots where you can duplicate this custom dashboard that you created to
45:30other accounts. You have the same kind of blueprint.
45:32And then from there, when you onboard clients,
45:34you get everything set up and your reports just go out like clockwork.
45:37And it's very smooth, it's very efficient, it's very powerful.
45:44Conversations tool in go
45:46high level is an all in one message dashboard okay.
45:49So if you have a message from a chat widget, Instagram DM, a Facebook, an SMS,
45:54you know, a text, a WhatsApp message or an email, it all goes into one place.
45:59So as opposed to you jumping from Instagram to Facebook to WhatsApp,
46:03all of your message going to one dashboard so you can be on your phone,
46:06on your computer, just answering them like this.
46:08And again, so much better than the old world way
46:10is jumping from platform to platform to platform.
46:12This is the old way.
46:13You're on Instagram, then you jump over to Facebook,
46:15then you jump over to email and then you're in WhatsApp.
46:17The new way is so much easier.
46:18You in one place, in one dashboard, answering all of the messages.
46:23I mean, you have to see how valuable this is.
46:24Just say business owners so much time because again,
46:27you're not jumping from platform to platform.
46:29You're just in one spot answering all the messages.
46:31But then we take it a step further and we turbocharge this process with AI.
46:36As if this wasn't good enough, we then go and we get rid of you,
46:40and we add an AI chatbot that answers all of these messages from one place
46:45so opposed to you coming in okay, and working all of these,
46:48you now can have a robot come in and do all of your customer support,
46:51all of your sales, all of your text based messaging.
46:55There is nothing more valuable than this.
46:56If you have a lot of people messaging you, this will save
47:00you so much time.
47:03You have to understand how valuable this is for business owners,
47:06because business owners obviously want sales, but they want their time back.
47:10Did you ask anyone what is the most time consuming part of most local business?
47:13It's messaging people.
47:14It's working the leads, it's doing all this shit.
47:16If you get in, the AI chatbot can come in and do all of this for you
47:21and you getting messages from your website, messages
47:23from Instagram, messages from your text, your number, WhatsApp messages
47:27all coming to one place, and then you have an AI chatbot taking care of all of it.
47:31There's nothing more valuable than that.
47:33So again, this is one of those services that you need to be selling
47:36because it is so valuable.
47:37And I hope this visual representation explains this to you and explains
47:40the power. This will save business owners so much time.
47:43And business owners are willing to pay a premium for time.
47:48Now that you understand how it works, let's do a quick tutorial in here
47:51so you get it.
47:52So the first thing this is a conversation tab which will be going over in a second.
47:55The second is the Manual Actions tab.
47:57So all this is is any sort of manual action that you add in the conversation.
48:01So do you want to put this contact this conversation into a workflow.
48:05Do you want to assign it to a certain user.
48:07This is things you do manually.
48:08Then you have snippets which are pre-made messages that you can send out.
48:13So you don't you don't have to keep typing the same thing over again.
48:15For example, what are your hours?
48:16You could just have your hours in a snippet, and to do this
48:19you click Add snippet.
48:20You either pick text or email.
48:21So we'll do email.
48:23You come right in here.
48:24We'll just put this.
48:25Obviously you're going to put the name the test and the email in.
48:28But we're going to do this is really cool.
48:31So you put in whatever you want.
48:32But check this.
48:33Now we have our snippet that we can use.
48:35So if we go back here okay.
48:36And we come right to this conversation, we'll send it to myself.
48:39We can click Insert Snippet and then we do.
48:41This is really cool and it's a premade message.
48:43So again if you're on the phone
48:44and you're just sending people up this can be super powerful.
48:47And again with an AI chatbot you're not really getting into it.
48:49But if you're doing it manually, these come in handy.
48:52Last but not least, we have trigger links.
48:54All the trigger
48:54link is is a link that when it gets clicked, it triggers a sequence of events.
48:58It can put a workflow into action against an emails.
49:01It can do all these other things.
49:02So these can be very valuable for when someone books a call
49:05and you can do all kinds of stuff like that.
49:06And again, to do this you would just add your link, enter
49:08the name,
49:09put it in the URL, make sure your automations are set up,
49:11and whatever you're trying to do is configure it.
49:13And then again under analyze,
49:15you'll be able to see everything that has happened with said trigger.
49:19Now that you understand these, we now need to move into the conversation itself.
49:22So first we have unread.
49:23This is all your unread messages. We then have recent.
49:26So all your recent messages we then have starred.
49:29So this is all your important messages to do.
49:31Start by the way. You come right in here. We'll come right here.
49:33We click this right here this little star.
49:35And then
49:35we come back into starred and boom, it now gets all your important messages.
49:39And then all is just all of your messages.
49:42And then while we're in here, we'll just go over to this theme.
49:45You basically can archive it, which gets rid of it,
49:47you know, puts it in the archives. You can mark as read.
49:49So it moves out of the unread.
49:51You can delete, which will just delete the conversation entirely.
49:54And then you have filters.
49:56So the filters here are the same as over here.
49:59What they do is they filter the conversations tab by just Instagram.
50:03Just read unread whatever you want right here.
50:06You know adding some opportunities. You pick right there.
50:09And then you can filter the conversations.
50:11And over here you have the same thing
50:13which is a quick filters where if you go I only want SMS, we click apply.
50:17It only pulls up SMS.
50:19If we come right in, here we go.
50:20I only want email.
50:22We click apply.
50:22It's only going to pull up email.
50:25We come in here and we want to do, you know WhatsApp Instagram whatever.
50:29You just click this and it will only pull up that.
50:31So that's how you filter it by the way to get out of it.
50:34You just would click this and click apply and then get rid of it.
50:36This is really cool though.
50:37So you can create a new message
50:39and you have two different options right here.
50:40You can do a direct message where you pick a contact, either a text
50:43or whatever, and send them a message or what you can do.
50:47Okay.
50:48We have in here is group message, which this will just send a message to
50:51a ton of different people.
50:53And this is kind of like in context, when you pick all the contacts
50:55and you send out a broadcast message, this is what it's like.
50:58So you put the phone number and then you pick what you want.
51:00And again, if you were doing an SMS email would be like that.
51:03But once we have that memorized, we then come right over here, okay.
51:08And we have this.
51:09So on this right hand side we will have all of the info on a conversation contact.
51:14So you'll have name number email you can turn on
51:17Do Not Disturb which doesn't send them anything.
51:19And you have all of that.
51:21And then in here you have the contact which we just want.
51:24We have appointments. So you can click this.
51:26Plus you can add them to an appointment you know.
51:28So they book a call.
51:30And this is all manual by the way opportunities.
51:32You can add them into an opportunity.
51:34You can come right in here.
51:35You can add a task pick whatever you want.
51:37Click create task again.
51:38You just click the plus and go right through.
51:41Then you have notes where you can just add a note and then pick whatever you want
51:45and click Create Note.
51:46So you have this little sidebar of these little extra additional options.
51:50Last but not least, in here
51:52you come right down here and you have the message part itself.
51:56So right in here you can see the formatting.
51:59So this is how you want the text to look okay.
52:02You know
52:02just like on all of other high level stuff you just pick what you want and add it.
52:05It's very simple. You know, it's like using a word doc.
52:08You know, what font, what size attached files.
52:11So depending on if you want to have a file in there
52:13so you can upload from the system or choose
52:14from the media library, just click it like that. Very simple.
52:17You then have add a link so you can put in a trigger link or whatever you want.
52:20And here you are.
52:21You would just add it for the steps. Again
52:23I'm going through this quick these parts because it's so self-explanatory.
52:27You literally put in a URL and go through.
52:29So it's you know, I'm assuming you understand that it's a very simple.
52:32Again, if you guys ever have questions, you can drop a comment down below.
52:34You can add an image.
52:35So this can be from the media storage.
52:37Or you can embed something.
52:38Right now you can come into a search emoji.
52:41So you can pick an emoji from whatever you want to add to your messages.
52:45Insert snippet.
52:46Remember we did this earlier up in snippets.
52:48This will just be able for you to insert the snippet.
52:51Then in here you can request a payment.
52:52So you put in the item name the price.
52:54You can pick a product copy link, mark assent, and then you can click send.
52:58So that will basically send out a payment.
53:00And then right in here this just has all of your custom fields
53:03custom values any little things you want to add.
53:05You know like I want their full name always to pop up.
53:07This stuff is more used for in bulk, but again,
53:10you have access to it right here and then right here.
53:12This clicks clear. This removes everything.
53:15This click send.
53:16This will send the thing itself.
53:17And then right here this will
53:20send email.
53:20And we don't have anything. So if we click this I'll show you right here.
53:23We click this. You pick the date.
53:25You pick the time, you pick the time zone and send schedule.
53:27And this will show said message.
53:30Now that you understand how the conversations
53:32tab works on desktop, let me show you how it works on the mobile app.
53:36We would just come right into conversations.
53:38Can we click this right here. And you're brought to this list.
53:41So the first thing you can toggle sub accounts up there okay.
53:44You you know come in here to create
53:46what conversation you want or search what conversation you want.
53:50Okay. Right into filter okay.
53:52This is the first one you're going to be going through.
53:53This just has all the filters just like we talked about in desktop.
53:57We then have unread.
53:59We have stored we have latest all latest message direction
54:02latest message type last message channel assigned to just like in the desktop.
54:08It's the same thing just in a different place.
54:10You access it like that.
54:11And then for any of the messages you would just swipe to the side.
54:15You can store them,
54:16you can archive them and then clicking these three dots, you can mark as read.
54:20You can do anything with contact info.
54:21And then you can delete said conversation just like that.
54:24So it's very simple very straightforward.
54:26And this plus is sending a new message a new email simple as that.
54:30And then again
54:31this lightning bolt
54:32is just all those quick things extending email, adding a contact
54:35and so on and so forth.
54:36By the way, if you confused about how the mobile app works at all,
54:39I have a full tutorial on this, so please check it out.
54:41Just a quick note
54:42now that you understand how this all works,
54:44if you are like completely new, I recommend you go to my channel
54:47and watch my basic videos on how to integrate Facebook
54:50and your number and all this stuff on Instagram,
54:53because if you don't have any of that, this isn't going to work
54:55because you have to learn how to actually have this all set up.
54:57So your account has to be set up in order to submit to work.
54:59But all the stuff in the conversations tab, all of the Instagram and Facebook,
55:02all this stuff pops up once you connect and integrate it with high level.
55:06And again, go to my channel, please. I'm assuming you've already watched.
55:09I have so many videos on that. It's very straightforward.
55:11Again, if you have any questions, you can drop a comment down below.
55:13But that's how it works in nutshell.
55:15But now that you have this all connected, you now understand how the conversations
55:18tab works.
55:19Now let's go into the super powerful part which is powering this tool with AI.
55:25Go down to the chatbot. So we're going to click settings.
55:27We're going to write down to conversational AI.
55:30I'm going to start this.
55:31So again I have a full video on this on my channel.
55:34I'll link it at the end of this video.
55:36Please watch that video.
55:37I'm assuming you know how this works.
55:39Okay, I'm not going to be doing a tutorial on this.
55:41I'm just going to show you the power of this and how to how to do it.
55:44But again, I'm assuming that you already have this setup.
55:47And again, if you don't, please watch the video
55:49at the end of it isn't explain it.
55:50So we're going to turn this bad boy on. We're going to come right in here.
55:52We're going to click exactly what we want to add this to.
55:56So now we pick what we want to add to.
55:57So remember we come back here we notice oh yeah we got Instagram.
56:00We got email. We got you know text all this stuff.
56:03We want to add it in here.
56:04And right now the chatbot cannot go through email or WhatsApp.
56:07It will be being added soon but everything else is available.
56:10So we just click which ones we want.
56:12Then we click save okay.
56:14Now we're going to come back to this conversations tab.
56:16And I just want to show you the power of the AI
56:18because I'm going to send this thing a couple of messages.
56:20And I'm just going to let you see it answer for people and I'm just going to be
56:24hands off.
56:24So we're going to hit it through Instagram and through text message.
56:28Check this out okay.
56:30Right there we clicked hello okay.
56:32We're going to click this bad boy.
56:33This is me DMing this.
56:35Boom I'm not even touching it okay.
56:38This is my phone. This is me messing it.
56:40May I get a haircut?
56:44Okay. This is me saying this.
56:46Hands off, hands off.
56:49Okay.
56:54Boom.
56:55Right.
56:56See, I'm not even doing anything.
56:58And again, depending on what you want to do to
56:59configure it, it'll just start talking to you.
57:01It'll schedule them, it'll book appointments completely hands off.
57:04So all you have to do is configure the bot properly.
57:06Watch the video to get this.
57:07But what I'm going to do now,
57:08which is really interesting, is I'm going to message it through text
57:10and remember it can handle multiple conversations at different times.
57:19All right.
57:20So we just messaged it.
57:21Hello.
57:30Look at that.
57:31It's already messaging it.
57:36All. Hands off. Look.
57:37Just all hands off. It's doing it. It's doing it.
57:39Look at this.
57:39Look at how cool this is.
57:45It's doing all the work for you.
57:46Do you see how this is?
57:48I can just sit back and let the AI chatbot take care of all of these channels.
57:53And all I have to do is configure it properly and it will sell for me,
57:57do customer service for me and do anything else.
58:00I ask 24 over seven without complaining, asking for a raise or anything else.
58:04This is the future.
58:06So you could
58:07basically have so many different people from so many different platforms
58:10messaging you at the same time, and as opposed to
58:12you being human, jumping from thing
58:13or trying to answer all of them, the actual can do all of them.
58:16You have to understand this is worth hundreds,
58:18if not thousands of dollars per month to business owners.
58:27So access your calendar.
58:28You're going to come right
58:29into the high level subacute dashboard, and you're going to come right down
58:32to calendars.
58:33Now this is really important because we're going to go over this in a second.
58:36But to build calendars, it's actually not right here.
58:39It's by clicking Calendar settings which then takes us to
58:42this is just going to be a calendar view,
58:43which I'm going to walk you through later in the video.
58:45So do not worry.
58:46But we're going to click Calendar Settings and will then be brought to a page
58:50that looks like this.
58:51So in this video I'm going to go through what every single one of these tabs does.
58:55But first we're going to start
58:56with just building a calendar so you can learn exactly how to do that.
59:00And that all happens within this tab right here.
59:02So before we jump into this entire process,
59:04if you have any questions during this
59:06video, please drop it in the comments down below
59:08because I will be answering them personally. Okay.
59:10So the first thing we're going to do
59:11is we're going to go and click Create Calendar.
59:13The first thing I want to let you know
59:14is that if you're a beginner,
59:16pay close attention throughout this entire video
59:18because we're going to be going over calendars.
59:19But if you are a more advanced person, please pay close attention because there's
59:23a lot of updates within high level and the calendar interface has changed.
59:26So there's a lot for both types of people.
59:28So just pay attention.
59:29So first things first, we have six different kinds of calendars
59:33you can pick from.
59:34Now you might freak out and be like this is super overwhelmed.
59:37There's so many.
59:37They're actually all very similar because once you understand how to do one,
59:41they're all built on the same building block.
59:43You pretty much know how to do all six.
59:45They just do different things.
59:46Okay, so that's just the first thing.
59:48You know, once you learn one, you pretty much learn all six.
59:51So first things first we have personal booking.
59:53This is the first count of calendar.
59:54And this schedules one on one meetings with a specific team member okay.
59:58Think client meetings private consultations.
1:00:01The next is a round robin calendar.
1:00:03This distributes appointments among team members in a rotating order.
1:00:07Think sales calls and onboarding sessions.
1:00:10Then we have the class booking calendar where one host meets with
1:00:14multiple participants, think webinars, group trainings, and online classes.
1:00:19Then we have collective bookings calendar, which is pretty much
1:00:22the opposite of this because it's one to many and then many to one.
1:00:26So here we have multiple hosts meet with one participant,
1:00:29think panel interviews, committee reviews, interviewing for a job, stuff like that.
1:00:33Then we have two other ones down below here, which is the event calendar
1:00:37which is for booking physical events with no host association.
1:00:40Okay. Think conferences, public seminars, expos.
1:00:42That's like if you're having an in-person event
1:00:44and then a service booking calendar, which is seamless scheduling for service.
1:00:48Based businesses, spa appointments, repair services, consultations, stuff
1:00:52for hair salons.
1:00:52If you're a service based business,
1:00:54this is what you're most likely going to be using.
1:00:56Okay, very important for regular booking.
1:00:58You're most likely to use this.
1:01:00Yes, you can use all of these other ones, but these are the most commonly used
1:01:04that I have seen. Okay.
1:01:05So again we're going to go through one of these.
1:01:07But once you understand the basic building blocks
1:01:10you'll understand how to build all of them with the little nuances.
1:01:12So all we're going to do now
1:01:13is we're going to click Personal Booking Calendar,
1:01:15and it'll be brought to a page that looks like this.
1:01:17So the first step is we're just going to put in our name.
1:01:19So we're going to do Greg's booking calendar okay.
1:01:23Now here's what's really important.
1:01:25We're then going to be selecting a team member.
1:01:27This is a part where it confuses a lot of people.
1:01:29In order to have a working calendar, you have to have a team member,
1:01:31which is under my staff, under the users.
1:01:33So if we click this, I can click Greg's Plumbing Pros,
1:01:35but you may not have anyone there.
1:01:37So let me quickly walk you through this because this is very important.
1:01:40So what you're going to do is you're going to come back to your sub account,
1:01:42you're going to come down to settings and you're going to go to my staff.
1:01:45Now you have to create a staff member to add on.
1:01:48So follow through very closely because if this is you, it's either
1:01:51going to be you or one of your clients clients or clients employees.
1:01:55So we're going to come right in to add user.
1:01:56I'm going to put the name.
1:01:57So we'll do Declan
1:01:58and we'll do the wizard. So you put your name in there
1:02:01and then you're just going to put in your email okay.
1:02:03Then you can put a phone number if you want.
1:02:05But this is pretty much good.
1:02:05You don't need to select a calendar because we can do that later.
1:02:08So we're just going to click next.
1:02:09You can come in here give them permission to anything you want in the account.
1:02:12For now just leave it as is.
1:02:14Then we're going to click save.
1:02:16Now this is what's really important.
1:02:17We're going to come back here. We're going to refresh the page.
1:02:19And you'll notice it created a personal account.
1:02:22Do not worry about this. This isn't the calendar we just created.
1:02:24It just does this by default.
1:02:25But we're going to do is we're going to come back to new
1:02:27calendar, click personal booking, put Greg's booking calendar in here.
1:02:32Then we're going to select a team member.
1:02:34And you'll see I now pop up. So that part is very important
1:02:37a lot of people go why can't I select calendars?
1:02:39Why isn't it working? It's because you don't have a team member.
1:02:41And what I just showed you a second ago is how you add team members.
1:02:44So we're just going to click Greg's Plumbing Pros.
1:02:46It's all we're going to do. And then this is just the URL.
1:02:48We're going to leave as is.
1:02:49Then you're going to pick the duration meeting time.
1:02:51So however long you want the meeting to be put it in there.
1:02:53Then what we're going to do
1:02:54is we're going to leave all this the same and we're not going to click this,
1:02:57actually going to go to Advanced settings.
1:02:59Because if we click this it's going to stop. It's going to go through.
1:03:01And then we have to go back to advanced in to customize.
1:03:03This is just a shortcut to save you time because I want to save you time.
1:03:06So you're going to click Advanced Settings.
1:03:08Now in Advanced Settings this is where you really configure
1:03:11all the small settings to do with said calendar.
1:03:14So first things first, you can put a logo on your calendar.
1:03:17I recommend putting someone's face
1:03:19okay if it's like a one on one calendar so they can see it.
1:03:21And you would just click this and you'd either upload it from the system
1:03:24which is your computer, or the media storage.
1:03:26And this is what it looks like live.
1:03:28This is for the hair salon.
1:03:29It'll show a picture like that or a logo.
1:03:31So that's where it's going to be live.
1:03:32If you're wondering where that's going to go.
1:03:34So then what we're going to do is we're going to go down,
1:03:36we're going to leave this as is.
1:03:37You can put a description if you want in here groups.
1:03:39We're going to talk about that later. So don't worry about that right now.
1:03:41Leave as is.
1:03:42Then we get to a very important part which is the meeting location.
1:03:45This is where the meeting happens.
1:03:47So if we click this it can happen on zoom.
1:03:49Google meet, phone call, actual address.
1:03:52You can ask the book or time of
1:03:54or it can be a Microsoft teams or custom one which you can add all kinds of stuff.
1:03:58But in order to add a safe, you click zoom.
1:04:00It's going to say no user connect to their zoom account.
1:04:02Later in the video, I walk you through how to set up
1:04:04zoom, Google Calendar, and all stuff. So don't worry, that's just in the next part.
1:04:07But once you have that set up, that's then where this is going to work.
1:04:11So don't worry about this guys.
1:04:12I'm going to walk you through how these get connected
1:04:15because that's in a later part.
1:04:16But you'll just click them and it'll go through.
1:04:18And then from there it'll be exactly where you want
1:04:21the meeting to be and then you're good to go.
1:04:23So then we're going to click save.
1:04:24And then we get brought to the fine tuning of the calendar timing.
1:04:27This part is very important for the way you want it.
1:04:29So first things first we have to pick the booking availability.
1:04:31So this is when you are available.
1:04:33So we'll come right in here. And we can edit when you're available.
1:04:36So we're just going to click edit.
1:04:37And we're gonna click edit this schedule. From here you can come in.
1:04:40You can just toggle these on or off or click the delete button.
1:04:43That'll turn off a day.
1:04:44And you just pick the exact time you're open, whenever that may be.
1:04:48Then you're good to go, and you can go through every
1:04:50day of the week and set the exact times you are open.
1:04:53This is where you're going to do that.
1:04:55So you just pick, go through and put your exact times in, then click save.
1:04:59Now this is really important
1:05:01because some of you guys might be thinking right now,
1:05:02this looks different than what I have on my computer.
1:05:05It's because these are some of the updates that high level just rolled out.
1:05:08Okay, so if your computer doesn't look like this
1:05:11and you're like freaking out because there's some extra little updates,
1:05:15you're just going to come to Agency View, come right into settings.
1:05:17Click the labs button right here.
1:05:20Click sub account.
1:05:20By the way, this might already be rolled out by the time you're watching.
1:05:23I'm just doing this because I go above and beyond
1:05:25and you're just going to type in calendars and you'll see
1:05:28we have all kinds of other stuff you can add.
1:05:30And if you do calendar, you'll see two, we have all kinds of different stuff.
1:05:33And all you have to do if you want to activate
1:05:35it is click Activate Features, pick the sub account and then you're done.
1:05:38If you have any questions, drop in the comments down below.
1:05:40I'll guide you.
1:05:40This is just in case
1:05:42you're not seeing the updates, but for the most part,
1:05:44if you're watching this, you should see it.
1:05:46And this right here is something we're going to talk about later,
1:05:48which is a scheduling feature that they've also put in,
1:05:50which is completely new to high level, which we'll go over in a second.
1:05:54That's later in the video.
1:05:55So once you have your times picked and you say, okay,
1:05:57this is when I want to be available, we then move on to these,
1:05:59which is the fine tuning of the meeting.
1:06:01So the first is if you toggle look busy on this is just going to fill out
1:06:04more slots to make you look like you're more booked up
1:06:06in case you don't want to get too many bookings,
1:06:08and you just put whatever percentage you want in there or you turn it off,
1:06:11you click recurring meeting.
1:06:12This is if you want the meeting to happen again and again.
1:06:14On a set day.
1:06:15You pick the frequency, the times to repeat and then the slots available.
1:06:18Or you can force the book, but that's if you want that.
1:06:21Then we have these features.
1:06:22So these are really really important.
1:06:24So first up we have meeting intervals.
1:06:25This is the time in between booking slots.
1:06:27Again if you guys ever are wondering you can click this and read what it has.
1:06:30But you then pick the time
1:06:32hours or minutes and you just select exactly what you want.
1:06:34Then we have meeting duration.
1:06:36This is how long your meeting is.
1:06:37Again minutes.
1:06:39Hours you pick right there minimum scheduling.
1:06:42Notice this is the minimum time they can schedule an appointment.
1:06:45So it's basically like you want to have them scheduled today or in three days.
1:06:48So it gives you a little space period.
1:06:49So you're not freaking out on when people are booking.
1:06:52Again you have a lot of leeway with this because you may want to have in the future
1:06:56date range okay.
1:06:57This is how far in advance they can go.
1:06:59So do you want them to be able to book an appointment with you in three months?
1:07:03Probably not, because plans change, things happen, so you pick what you want there.
1:07:06Again, you put them out of days and you just click that and you're good to go.
1:07:09Maximum bookings per day.
1:07:10How many bookings do you want to be able to take?
1:07:12Sometimes you only want to take three.
1:07:13Sometimes you want to have a full day.
1:07:15You just pick exactly what you want right in there and then you're good to go.
1:07:18Then you have maximum bookings per slot.
1:07:20So this is per user how many you want to pick.
1:07:22Again remember we created a user earlier. Then pre buffer time.
1:07:25This is how much time before you have the meetings okay.
1:07:27Important.
1:07:28If you have a ton jammed together then post buffer time.
1:07:31This is like a little extra cushion in case you go over your meeting.
1:07:35So again pick what you want there.
1:07:37And then from there you're good to go. And all of this stuff
1:07:40guys, is just a little more customization on your calendar.
1:07:43So you can get that much more in depth and to make sure that everything runs
1:07:46very smoothly.
1:07:47So once you have that all dialed in, we're then going to click save.
1:07:51Then we're going to be brought to this right here.
1:07:52So one of the things you can do is you can actually select a form in forms.
1:07:57I have other tours on that.
1:07:58But we're going to leave as is because it looks good.
1:08:00This is really important. Pre-populated sticky fields.
1:08:02If you turn this on, what happens is if they've already
1:08:04filled out their info with you and they come back, it will pre
1:08:08fill out their info. Really handy for getting quick appointments.
1:08:11This can be very good consent checkbox.
1:08:13We want that turned on because we want to be fully compliant.
1:08:16Adding guests. This is if they want to add guests.
1:08:18So if they want to add another person in you click that on right there.
1:08:21And then the confirmation page is once
1:08:23they schedule which is going to lead them to a page.
1:08:24So you can use this right here, which is good.
1:08:26Or you can redirect to another URL which would be like your custom one.
1:08:30That's up to you.
1:08:31I leave as default and then you have the Facebook pixel.
1:08:34If you're running ads
1:08:35which you put the ID right in here and it's going to keep track
1:08:37of your confirmation pages, which is great if you're running ads and all that,
1:08:41then right here you can auto confirm new meetings or you can turn that off.
1:08:44That is up to you.
1:08:45Then we have payment options.
1:08:47So this is really important because this is if you want to collect payments.
1:08:51So if it says this no payment provider connected you have to go
1:08:55connect your payment processor.
1:08:56And you can click this right here and you'll guide you right to it okay.
1:09:00So that is how you're going to be able to collect payments.
1:09:02Now what I want to do is I want to show you what it looks like
1:09:05on an account where it is live, so you can really walk through it.
1:09:08But first you're going to have to connect that.
1:09:09But now let me show you what it looks like on a live page.
1:09:11So on a live page, whether it's square or stripe or whatever payment process
1:09:14you have turned on, you'll be able to turn this on.
1:09:16And if you click this toggled on, you'll then be able to pick what you want
1:09:20so we can come in and we could do 300 or 3000.
1:09:22There's a lot
1:09:23you can select partial payments if you want like some money up front okay.
1:09:27Deposit amount in what percent you want.
1:09:28And then you can put in the payment description right here.
1:09:31And again you can play with all of these amount percentage.
1:09:34You can make it live or test.
1:09:35But this gives you functionality to collect money for appointments.
1:09:39Now here's where it gets a little confusing.
1:09:41And this is just the wizard going above and beyond to kind of help you out.
1:09:43Some people like, well, wait a minute,
1:09:45I have stripe connected to the payments and I'm sending people invoices.
1:09:48But then we have point man, like how does this all work?
1:09:50So when you use a service calendar, which we're going to get into in
1:09:53just a bit, you can plug this in so you can collect all on appointment
1:09:56through the calendar.
1:09:57That makes it way easier as opposed to having to send the invoice
1:10:02and then send the appointment and do all this stuff,
1:10:04which, believe it or not, is a lot of you guys.
1:10:06You can bypass that by having this all plugged in.
1:10:08So again,
1:10:09you'd have to come in and actually properly set up
1:10:11your payment processes and have them integrate in high level
1:10:13to get this option.
1:10:14But once you do, you can charge on the calendar.
1:10:16So that's how we do forms and payments.
1:10:18So if you guys have questions on that, drop in the comments right down below.
1:10:21So then we're going to click save.
1:10:22Then we have notifications and additional options.
1:10:25So when someone books an appointment it will then notify them
1:10:28through these channels.
1:10:29So send them an email going hey you book an appointment or in app, SMS or WhatsApp.
1:10:33And to do this, if you see one you like for any of these
1:10:36and you have a appointment booked,
1:10:37a status confirmed cancellation reschedule reminder follow up for any of these,
1:10:41you can just click this little pencil right here.
1:10:43Come right in and just click enable.
1:10:46Come in in app enable come in SMS, enable WhatsApp.
1:10:50You have to be connected to WhatsApp about the videos on that.
1:10:52But you just click enable.
1:10:53Then when someone books your appointment, it's going to send them that reminder.
1:10:56So very important
1:10:57to send out notifications so it works smoothly and that's very easy.
1:11:01You just pick what you want. And guys again
1:11:03if you do not see these you're like I don't have SMSs and WhatsApp.
1:11:06That is the feature that I talked about in labs.
1:11:08So make sure you add that if you are more advanced,
1:11:10but it should already be added this you're going to want to have turned on.
1:11:12This is going to be letting Google and Outlook send their emails to trust me,
1:11:16they have higher deliverability than anyone.
1:11:17Leave that very important.
1:11:19Then right here you can assign context of respective
1:11:21calendar team members each time and appointment is booked.
1:11:24If you toggle that on, you can also skip.
1:11:26You don't have to have that though.
1:11:27Then you can allow cancellation of meeting or you cannot.
1:11:30If you don't want anyone to cancel.
1:11:31If there's payments involved,
1:11:32then cancellation links which you can, you can pick right there.
1:11:34So this is basically all to do with notifications
1:11:37and then getting verification that the appointment went through.
1:11:41And it's really great that they added
1:11:42SMS and WhatsApp to here, because before you had to use automations to do that,
1:11:45now you can do it all in here, which saves us so much time.
1:11:48So now we click save and we're
1:11:50going to move on to the last part which is customizations.
1:11:52So right in here you can add a calendar cover
1:11:54image that's just going to go across the top.
1:11:56You don't have to though but you would just clicked upload.
1:11:58Pick where you want it from.
1:11:59Then you can pick the style of the the widget which I leave as neo.
1:12:03It looks better, but then in here you can tweak the way it looks.
1:12:07So watch this.
1:12:07If we come right here and we click Preview widget,
1:12:09this is what your calendar looks like okay.
1:12:11But if we come here we go I want to make this black okay.
1:12:14We preview widget again and now it's black.
1:12:17But we go hey I want to make this read.
1:12:20We preview widget and it's red.
1:12:21Now we would never want that. It looks so bad.
1:12:23But the idea is you can do that if you want.
1:12:25Free will is an interesting thing, but you can put whatever you want.
1:12:28You can also mess with the button text, which is what happens
1:12:31when you go through here and you click and you put in info, it'll say submit
1:12:35meaning or whatever you want, and you just added all this the way you want it.
1:12:38So that's pretty much it.
1:12:39We're going to reset to default because that looks super bad.
1:12:41But you can edit the customizations the way you want.
1:12:43Once you have it all looking the way you want,
1:12:45all you're going to do is click save.
1:12:47So that's how you build a calendar in depth.
1:12:49Now here's the thing okay.
1:12:51Once you build a calendar, like I said before, they're all very similar.
1:12:54So if we come to service booking you'll see we'll just do test.
1:12:58I'm just going to show you what this is like. Perfect.
1:13:01And we're going to go to settings.
1:13:03It's very similar to what we had before I mean you'll see it's like the same thing
1:13:07the same thing.
1:13:08It's just a couple small tweaks that you change.
1:13:12It's the same builder though.
1:13:13And that's why I'm showing you this guy's is that it's very, very similar.
1:13:18Like I know a lot of people see this
1:13:19and they're like six different types of calendars.
1:13:21This is insane. It's not they're all very similar.
1:13:24And once you get one, you just make the little tweaks
1:13:26by reading those descriptions below to get the way you want it to get.
1:13:30And by the way, in here is how you edit your calendar.
1:13:32So if we come right in here, we can delete our calendar
1:13:34because we didn't want the test one and that's how we would delete it.
1:13:36Then we can edit the calendar. If you click this we can just edit it.
1:13:39You can share the calendar which is going to give you a link to share.
1:13:42So if we click this right here and then we can copy it,
1:13:45we also can get a one time link if you want to just expire.
1:13:48Or we can take this code right here and put this on any one's website,
1:13:53not just go hide.
1:13:53You can put this on any website so you can actually use go high level
1:13:57calendars anywhere.
1:13:58That's the beauty of this is you can take this and put this anywhere.
1:14:00It's like calendly it's actually better, but all you got to do is copy
1:14:02and paste it into the code and then you're good to go.
1:14:04And then from there you can also troubleshoot your calendar,
1:14:07which is going to bring you to a page that looks like this.
1:14:09And you can come through and test things.
1:14:11So that's it. That's how you build the calendars and edit them.
1:14:14Then over here we're going to have groups. So this is really interesting.
1:14:17This is basically a way to group your calendars.
1:14:20So if we come in and we do group one okay.
1:14:22And we'll just do G1, take the template widget.
1:14:26We'll do 15. Watch it I'm going to click create.
1:14:29What's going to happen is we now come right in here.
1:14:31We can edit the group.
1:14:32And then we can add the calendars into the group.
1:14:35So once we click this you'll now see that this group has two calendars.
1:14:39And it's just a way to keep everything organized.
1:14:41If you have a bunch of calendars, that's all groups is,
1:14:43and that's how you build them very simply, just like that.
1:14:46So then once we have all of our calendars down in, we then have a service menu.
1:14:50So all these service menu
1:14:51is, is a place where you can see all of your service calendars.
1:14:54This is what it looks like live. This is for the hair salon.
1:14:56You'll see it's
1:14:57all of the different services you have listed with prices where they can
1:15:00book, and it's just a layout of all the services.
1:15:02That's like a strict service calendar, but that's what the service menu
1:15:06is going to do. And to create these you just click Add New Service menu.
1:15:08You're going to put your name.
1:15:09And so we're just going to do test test test I'm just walking you through this
1:15:13because I already have this all set up okay.
1:15:16This all looks good. We're going to click save.
1:15:18And then you'll see right in here
1:15:20when we click services we would just add any of the services you have.
1:15:24Very similar to that.
1:15:25If you have a service calendar which is that six option on the calendars.
1:15:28And you'll just click Add Service
1:15:29Add service, add Service and then you're good to go.
1:15:31And then you can arrange them.
1:15:32And from there you're done. It's super simple guys.
1:15:35Again it's going to end up looking something like this.
1:15:37You just plug it in and it's a menu for all of your service calendars.
1:15:41So that is all the service menu is.
1:15:43Questions on that guys drop down below.
1:15:44Then we have rooms and equipment.
1:15:46The vast majority of people are probably not going to use this.
1:15:49This is if you have places where you're using certain equipment in rooms.
1:15:52So for example, hair salons, you have chairs, okay.
1:15:54Certain people sit in certain chairs and watch that chair or they watch two.
1:15:57Very important.
1:15:58So you want to have like
1:15:59okay in this room or chair, we have Teagan who's cutting the hair.
1:16:03Then we have Zoe over here is cutting the hair well in that room okay.
1:16:07They might have two different chairs, but you don't want people,
1:16:10you know, that were supposed to be in this chair.
1:16:12To be in the chair from the other person?
1:16:13No, that sounds kind of confusing, but it's basically a way
1:16:15to organize the flow of operations.
1:16:17This could be for massage tables, basketball, gym, whatever.
1:16:20It can be any sort of room.
1:16:22And to add these you just click
1:16:23add New room name, description, total capacity and pick the exact calendar
1:16:26you want to add it to and then you're good to go.
1:16:28Equipment is similar.
1:16:30Scissors, hammers, whatever.
1:16:32You just come in, you add new equipment
1:16:34and this is just to keep everything organized.
1:16:36If you have certain tools that have to be used by certain people.
1:16:39But I'll be honest, a lot of you guys will not be using either one of these, okay?
1:16:43Some of you definitely will.
1:16:44But a lot of you guys for basic service businesses, you don't need it.
1:16:47So that's it guys.
1:16:48That's all the customizations to do with calendars.
1:16:50So you can make them as in-depth as you possibly want.
1:16:54So then we're going to move up to preferences okay.
1:16:56When we click preferences this is just going to be some basic things
1:16:59to do with your calendars across the board.
1:17:01So when do you want the week to start.
1:17:03You'd pick the exact day you want it on.
1:17:05Then we have services.
1:17:06So these are the service menu rooms equipment that we talked about before.
1:17:09If you don't want these to show up we would just click this.
1:17:12We would click Save Preferences. And then what we do is
1:17:14we come back to calendars and you'll see they're not there.
1:17:17They disappeared. We come back to preferences.
1:17:20We toggle these on.
1:17:20And guys this is just if you're not going
1:17:22to be using that at all, some of you guys aren't.
1:17:24So it just cleans everything up. Now you see them.
1:17:26So that's all that's going to do.
1:17:28Then from there
1:17:28you pick the exact language you want time zone and again week to start on.
1:17:33And when you're done you just click Save Preferences
1:17:34and it will save exactly the way you want it.
1:17:37Then we're going to do is we're going to move on to availability.
1:17:39So this brings on another update
1:17:41with high level, which some of you guys may not know.
1:17:43Some of you may, which is schedules.
1:17:45So essentially what a schedule is,
1:17:47is it's a fixed availability schedule that you can apply to all calendars.
1:17:50So before what would happen is you would come in,
1:17:52say you had one user that was, you know, connected to a couple different calendars.
1:17:56You'd have to go in and change it on each calendar.
1:17:58Now you can have one schedule that you can add to all the calendar.
1:18:01Okay.
1:18:02If you guys have any questions, please drop them in the comments
1:18:04down below on this because this is a new feature.
1:18:05I know it's confusing some people. So you pick between users, okay.
1:18:08And then you can create schedules by clicking this.
1:18:10And again let's do new schedule.
1:18:13We create and you'll see it shows up here.
1:18:15And then here you come in and you just pick the exact hours you want.
1:18:18And then it's going to be that schedule.
1:18:20And then you can apply that to all calendars. Okay.
1:18:22If that's confusing at all,
1:18:24just let me know because this is going to be something
1:18:26that's going to save you a lot of time in the future,
1:18:28which is just simplifying all of your availability with schedules.
1:18:31Then what we have is we have connections.
1:18:34So this is where you're going to add stuff like Google
1:18:37Calendar, outlook, iCloud, Calendly, all this stuff through here.
1:18:40Zoom. Remember we talked about this earlier.
1:18:42You're going to come right in if you want to connect your Google calendar, okay.
1:18:44To have it synced up. And you're just going to click connect.
1:18:47And it's going to go through and it's going to connect it for you.
1:18:49That's how it works. And you do this for any of these.
1:18:51And this is how you're going to get that proper sinking into your meetings.
1:18:55So like if you have a meeting where you're always doing zoom calls or Google meets
1:18:59when you connect these, it will create a new meeting ID every time.
1:19:02Super handy.
1:19:03And that works when you connect these with your calendar.
1:19:06So all you got to do when you want these is click connect.
1:19:09It's going to take you to your email.
1:19:10I'm going to go through it because it literally is like totally private info.
1:19:13But you just click it and follow the exact steps
1:19:16to get your calendar plugged in.
1:19:17And from there you're good to go. Then we come to video conferencing.
1:19:20Okay, this is the zoom. The meetings we talked about.
1:19:22It was just right before, but they have a little tab for it.
1:19:25And then Google organic booking.
1:19:26Because if you're running ads and doing extra stuff like that,
1:19:28and then up here you pick the staff who you want to connect it to.
1:19:31So if we're doing Declan the Wizard, we come in here and we might want to
1:19:35connect my Google calendar.
1:19:37Oh, I got it connected. But now we want to connect Greg.
1:19:40So they're different.
1:19:41It's connecting for each user because you don't want to connect
1:19:43the same zoom meeting for the same person on the same account.
1:19:46It doesn't really work that way.
1:19:47So you pick exactly the staff you want and then you would just connect as is.
1:19:51And then from there
1:19:52you're good to go and your calendar inside of high level is fully set up.
1:19:56So that's how you create calendars and everything to do with calendars.
1:19:59Now we got two more parts before we wrap this up,
1:20:01which is one is going back to calendars and being brought to this view.
1:20:05So now you've seen here you go.
1:20:06Oh wow.
1:20:07Look at this. This is my calendar.
1:20:08This is like the calendar that we talked about.
1:20:10You're going to see all your appointments right in here.
1:20:13Then you have a appointment list view okay.
1:20:15Which is going to show you
1:20:16all of the appointments lined up so you can see what is going on there.
1:20:19Then if we come to calendar you can always click new
1:20:21and you can manually add appointments in right here.
1:20:24So this is a way to do it on the fly.
1:20:25If you're like oh crap, I got to quickly add something.
1:20:27This is where you would do it.
1:20:28You come through, you put the name, the title, the team member,
1:20:31the time book appointment, and it will pop up right in here.
1:20:35So if you want to see what it looks like, I'll show you.
1:20:38So if we come right in here, we click this, we do test and we click
1:20:41Default Wizard.
1:20:42And we come and click Book Appointment.
1:20:45In the wizard we're going to book appointment.
1:20:46We're going to come back out.
1:20:47And right there we click it.
1:20:49And you now see the appointment right there our test.
1:20:51And you can click the appointment and edit it as is.
1:20:54So again this is where you're going to see all of your appointment info.
1:20:59It's all right through here.
1:21:00And again you can click it and edit and do whatever you want.
1:21:02Clicking Calendar Settings is where you build the calendars.
1:21:05A lot of people get this really fuzzy, so that's what I see.
1:21:08And if we come to point of view, you'll see right there.
1:21:10Point mentalist views just can have
1:21:12all of your appointments lined up so you don't have to be like,
1:21:15oh, looking through and checking it out.
1:21:16So now that you understand everything to do with calendars on desktop
1:21:19and you're like, okay, I'm
1:21:20now a go high level Calendar Pro, we have one last part which is going over
1:21:24calendars on the go high level mobile app, which is also recently been updated.
1:21:29So let's check it out.
1:21:29So the first thing you're going to want to do is come to your app store.
1:21:32Whether you're on an iOS or Android, you're going to want to look up
1:21:35the lead connector.
1:21:35If you don't have that, you want to download it
1:21:37and log in with the same login information that you have on your regular account.
1:21:41So we're going to click open, and then you're going
1:21:44to be brought to a page that looks just like this.
1:21:46So we're not going to be going over the in-depth app tutorial.
1:21:50We're just going to be over the calendars part in here
1:21:52because I have other videos on this, but there has been an update
1:21:55if you haven't seen and it's in labs, you should have at the time of that video.
1:21:58But if you don't,
1:21:59you know where to see it because I talked about it
1:22:00earlier in the video, but we're going to come to calendar
1:22:02and it's going to show you a bunch of different stuff you can do.
1:22:05So first things first,
1:22:06if you want to quickly add an appointment on the spot in your calendar, like ASAP,
1:22:11you would click this little plus button, click Schedule Appointment, click
1:22:14the exact contact you want and go through all of this and book the appointment.
1:22:19Putting in the time zone the date.
1:22:20Put everything you want
1:22:21and then click save and it's going to take you through to a book.
1:22:24The appointment say appointment scheduled.
1:22:26And it'll be very simply just like that.
1:22:28And it's going to take you through that. Now we have a couple of different views.
1:22:30We can look out on the mobile app. We have the monthly view okay.
1:22:32So if we come right here you're going to see any
1:22:34sort of appointment that's been confirmed right there.
1:22:36You can just click around the days to see what days have what.
1:22:39Again, you can click the appointment to to tweak it and edit it
1:22:43by clicking the pencil up there.
1:22:44But then what we have to is we have the weekly view,
1:22:47which is pretty cool, which we come into weekly,
1:22:49and it's going to show you everything we have in the week,
1:22:51and it's going to show you the appointment at what time when.
1:22:53Super handy guys for really getting that like visual cue on.
1:22:57And then we come down here and we have list view.
1:22:58And this is just going to show you all the appointments you have booked
1:23:02just like that.
1:23:03And then very simply, if we click up here Greg's Plumbing Pros we click that.
1:23:07You can select the exact sub account you want to
1:23:09if you haven't been able to find that.
1:23:10But that's how you use the calendars on the app.
1:23:13It's very simple.
1:23:13It's very straightforward, and it looks clean, it looks good
1:23:17and it's very easy to use.
1:23:18So again, if you guys have any questions
1:23:19on this side of the mobile app, let me know,
1:23:22because this is how you're going to use calendar in the app.
1:23:23And what's really good is that if you have a client
1:23:26that wants to constantly be looking at their appointments, chatting,
1:23:28doing all this stuff, I recommend you get this Lead Connector app
1:23:31so they can see it and be like, oh, got an appointment?
1:23:33Because think about it this way the more times they're getting
1:23:35notified of appointments through here and they can see, the better
1:23:38your services are doing, which makes them look better,
1:23:40which makes you look better, which often helps them pay you longer.
1:23:43So we just want to think about it the right way. So that's it guys.
1:23:46That's how the calendars work on the go high level mobile app.
1:23:53By the end of this
1:23:54video, you will be a wizard like me on the contact section.
1:23:57And this is so important because contacts are the lifeblood of high level,
1:24:01and so many of you guys
1:24:02are leaving so much money on the table by not even actually understand this,
1:24:05you're going to go right down the contacts right here,
1:24:07and you'll be brought to a page that looks just like this.
1:24:10The first thing I want to do is just show you
1:24:12what you can do with the contacts tab, and why this is so important
1:24:16that you learn this first.
1:24:17Contacts are the lifeblood of go high level.
1:24:21They enable almost every function and go high level to work.
1:24:24Learning about contacts first will by default enable you to learn
1:24:28many other functions in go high level.
1:24:29Because they are essential to how a CRM works.
1:24:32With contacts, you will be able to learn and do database reactivation,
1:24:37email marketing, SMS marketing, reputation management,
1:24:41getting reviews, mastering the goal, high level CRM referral campaigns, client
1:24:45retention campaigns, and so many others that I could not fit on this list
1:24:49because it would just be slide after slide.
1:24:51I'm going to repeat myself.
1:24:53This is one of the most important parts about high level, because once you learn
1:24:57this, you really understand how everything works.
1:24:59Automations work better, the calendars work better, the whole
1:25:02go high level CRM opens up once you understand the context.
1:25:05I cannot tell you how many people I talk to and coach that have no clue about this.
1:25:10Like, yeah, you know, I understand contacts.
1:25:12And then I ask him a question and they have no clue.
1:25:14And I'm like, if you just understood this one part,
1:25:17your whole CRM would fall together and you'll do much better learning.
1:25:20This will help significantly reduce
1:25:23client churn, meaning you will keep your clients paying you way longer.
1:25:27Again, very important you have to pay close attentions video
1:25:30because if you get this juiced into your head.
1:25:32This will improve your SaaS agency, agency, whatever you're using by so much.
1:25:36So please play close attention because all this stuff
1:25:39can really be unlocked once you learn the contacts tab.
1:25:42By the way, there is a boatload of money in these things.
1:25:46This is high dollar value right here.
1:25:48You learn this, you master it.
1:25:49Money is most likely going to come your way. Let's jump right in.
1:25:52So you're going to come right into high level.
1:25:53Go into the contacts tab I'm going to do this
1:25:55tutorial from bottom up I'm going to start down here.
1:25:57We're going to move to this bar. We're going to move to this bar.
1:25:59We're going to move Smart Lips. And then we're going to move just up here.
1:26:01So you understand everything.
1:26:03First is your entire contacts list down here.
1:26:06If you have hundreds it'll just have pages to go through.
1:26:08All this is is your contacts database.
1:26:11So for example it would be names phone numbers emails all stored right here.
1:26:15So you can see every single customer client
1:26:17employee everything as far as clients and leads will be right here.
1:26:21So you can see everyone.
1:26:23The first thing you have is the individual contact itself.
1:26:26So we click my name right here Declan O'Reilly.
1:26:28You're going to see a whole list of different stuff.
1:26:31And a lot of people don't even understand and don't utilize this.
1:26:34This is amazing.
1:26:34So you have
1:26:35every personal bit of detail on them name, phone number, all that good stuff
1:26:39you have, where they're at in courses, you have everything.
1:26:41You can even add them to courses, community, add them opportunities.
1:26:44Every data point on a contact is right in here.
1:26:48Then over here.
1:26:49This is really cool
1:26:49because you have an activity log, so you can see where every single contact
1:26:53isn't high level. And what they did.
1:26:54So did a contact go to your website, did a contact fill out a form, did a contact
1:26:58book an appointment
1:26:59and it will literally give you a step by step process of every single lead.
1:27:05Really important. Quick quick preview to the future.
1:27:07This is how chatbots are going to
1:27:09crush in the future and AI agents, because it's going to see the whole journey
1:27:13and path from where a lead came in and where they're at, and you'll know
1:27:16exactly what they're doing.
1:27:17See, the CRM isn't just magical, isn't just know basic stuff by guessing.
1:27:21It knows because it has data points on where every single contact went.
1:27:25Here to.
1:27:25You have tasks.
1:27:26So what tasks are, you know on this contact.
1:27:29Come in here you have notes.
1:27:30So you know any sort of basic data points about a client.
1:27:33You have anything with a calendars and appointments.
1:27:35You have anything with documents that they sign a contract,
1:27:37you have all payments, and then you have associations,
1:27:40which is part of custom objects, which is huge.
1:27:43This is a new feature.
1:27:43It's going to be big for the future, but this basically is just
1:27:46an entire list of data points on each contact.
1:27:50And to access this again you just find the contact you want
1:27:54and you click their name and it brings it all up.
1:27:57So then you can understand the entire format of that client.
1:28:01So once you understand the context and see that,
1:28:03we then have the first bar which is right here,
1:28:06which this is just how to segment and order all your contacts.
1:28:10So the first thing will be columns. This is a way to order.
1:28:13So if we come right here we get rid of let's say phone see it gets rid of it.
1:28:17We get rid of tags, it gets rid of it.
1:28:19We add additional emails, it adds it, we add additional phones, it adds it.
1:28:22You just click these on and off. It adds it whatever you want.
1:28:25You can click them all off if you want.
1:28:26And you only have those bars.
1:28:28But the columns is just a way to basically
1:28:31segment said list, said leads, whatever.
1:28:34That way you can see okay, what do I want here?
1:28:36I want emails, I want phone numbers and I want favorite Pokemon.
1:28:40Whatever you want, you add it right here, that way.
1:28:43Everything is broken down into columns.
1:28:45And again, to do this you just click these on or off and it will do it right here.
1:28:49And again to do this
1:28:50you just click columns, toggle which ones on off by clicking the button.
1:28:53And then you have filtered it the way you want.
1:28:55Then after that we have quick search.
1:28:57So this is just a way to find people.
1:28:59So let's do Declan boom all the contacts with Declan.
1:29:02So you can now see what that context.
1:29:03This is just a quick way to find a contact.
1:29:05If you're looking for them.
1:29:06Over here we have more filters.
1:29:08This is a way to filter the contacts.
1:29:11This is how we're going to create smart list
1:29:12what you're going to get to in a second.
1:29:13But let's say we want to do just by tag.
1:29:15So we're going to do tag is hot lead.
1:29:17And we click apply.
1:29:18And it's going to bring all the contacts that have the hot lead tag.
1:29:21So this can really be whatever you want it to be.
1:29:24You have first name email
1:29:25I mean you literally have everything you could possibly want.
1:29:29And this is how you're going to create a smart list,
1:29:30which again, we're going to get into in a second.
1:29:32This is really great for just filtering how you want the contacts
1:29:35to create a smart list. And again you just come right in here.
1:29:38You click this.
1:29:38You just pick what you want to filter by, what email
1:29:41you plug, an email, whatever you want it to be.
1:29:43And then it's going to filter all of these by a certain data point.
1:29:46And then you can create a smart list off of that.
1:29:48So now that you understand these and you understand how to segment it,
1:29:51and you understand how to filter and segment and do stuff with the columns,
1:29:56we now have all these quick features which I'm going to show you right now.
1:29:59So the first thing right here is how to add a contact manually.
1:30:02You just click this.
1:30:03You put in the first name. We'll do test.
1:30:05We'll do last name test.
1:30:07We'll put email test [email protected].
1:30:12And you put in whatever features you want your phone number data points.
1:30:15And you click save and you see it will pop up right here.
1:30:19We now have a contact created. Very simple.
1:30:21You just follow along and put in your info.
1:30:23Then right here we'll add pipeline change.
1:30:26If you go over here in opportunities and you have your pipeline set up,
1:30:28you can automatically move manually.
1:30:31And you might want to do this because it takes a lot of time.
1:30:33Manually move a contact to another opportunity.
1:30:35We can pick the pipeline, click the stage,
1:30:37add the name, the source, the lead value, and click Add Update Opportunity.
1:30:41That's going to come right into opportunities
1:30:42and manually update said contact in the pipeline or the opportunities
1:30:46you move it through. And again, that's just a manual way to do it.
1:30:49It's like this we come right up here, and this is how you can add
1:30:53an individual contact to an automation or a workflow
1:30:56you have set up, by the way automation workflow. Same thing.
1:30:58We click okay proceed.
1:30:59We pick appointment reminder.
1:31:01We would put the action name again.
1:31:03There's millions of ways you could do that.
1:31:04And then you just click Add to Automation.
1:31:06And this will take this lead and go right into the automations and add them in.
1:31:10And it's as simple as that.
1:31:12You just plug it in and you can now add any of your contacts to an automation.
1:31:16So now what we can do is we can send miss, we click the lead, click send SMS.
1:31:20And this is a way to send one SMS at a time or multiple.
1:31:24You could go, you know, I want to send it to this guy.
1:31:26I want to send this guy, I want to send this guy
1:31:28wants to this guy, I want to send it to this guy.
1:31:29And then it would send bulk or you can do one.
1:31:32This is just a quick way to do it.
1:31:33You would click this click okay. Proceed.
1:31:35Put the phone number in the exact test message the action send SMS,
1:31:38and it will immediately send an SMS to all of the contacts you select it.
1:31:44Same thing with email. Select what you want.
1:31:46You want one.
1:31:46Do you want many?
1:31:47Click this right here okay, proceed.
1:31:50Pick your email template.
1:31:51Or if you don't have one, you just skip that.
1:31:52Your name, the email you want to plug in, the email subject, the body of the email,
1:31:56how you want to send it,
1:31:57but the action in and click send email and it will immediately send email.
1:32:01So this stuff guys, is just a quick way to do this.
1:32:04It's like a fast link.
1:32:05So you can just come in
1:32:06as opposed to setting up a workflow or trying to send in bulk.
1:32:09You'd be like, okay, I need to send one to Desmond, Amanda, Rebecca Schnell.
1:32:12Let me just quickly select them and send it.
1:32:14Once you have that, you can also come in here and manually add a tag.
1:32:17So you have all these selected.
1:32:18You pick the exact action names, adding tag or whatever you want.
1:32:22You get to pick from your tags.
1:32:24Let's do hot lead.
1:32:25We'll click that and we'll do add tags. Boom.
1:32:28Look at that.
1:32:29All of the hot lead tag was added.
1:32:31Simple as that.
1:32:32Then we'll come here.
1:32:33We'll click this this, this this and this.
1:32:36And we're going to go okay. What's this.
1:32:37Remove tags. We're going to come right in here.
1:32:40We're going to click remove tags or whatever you want.
1:32:42Remove all tags. But we're just going to click the hot lead.
1:32:45We're then going to click remove tags dismiss and refresh and look at that.
1:32:51All the tags are gone. How cool is that.
1:32:54Now if we want to delete a contact we would click this or click
1:32:58as many as you want.
1:32:59You can click this right here and it will select all of the contacts you have.
1:33:02We'll just click this and we're going to go right up here to delete contact.
1:33:06We're going to do follow this exact thing
1:33:08because we want to get rid of this contact.
1:33:09We're going to click delete. We're going to click dismiss.
1:33:12We're going to refresh and look at that. It's gone.
1:33:15So that's how you delete it.
1:33:16Then we'll click some more of these and move on to this one.
1:33:18This is center your request.
1:33:19So if you're trying to get reviews
1:33:20for reputation management you would click okay proceed.
1:33:22And you don't exactly want to go right into automation.
1:33:25You would just click the exact request you want to set
1:33:28up, put in the action name and send a review request.
1:33:30And what this is going to do is it's mediately getting a text email.
1:33:32However you have it configured back in reputation
1:33:34management, have full videos on that,
1:33:35and it's going to send them a bunch of requests to say, hey,
1:33:37please do a review for my Google Business profile.
1:33:40Please leave me a review for Facebook Killer for reputation management.
1:33:43Again, there's other ways of doing that, but this is a quick way to immediately
1:33:46do it.
1:33:47Then right here we have export contact.
1:33:49So this is if you want to get rid of contacts.
1:33:52Meaning like you pull them out of high level and put them somewhere else.
1:33:55So we click that button, we click export export all Contacts and put them in a CSV
1:33:59and just download them. This one is the opposite.
1:34:02You're going to click Import Contacts and follow this basic guide
1:34:05which is going to be you start, you're going to upload, you're going to map them.
1:34:08So in which fields then you're going to verify which ones you want
1:34:10and then click next.
1:34:11This is how you bring in a list.
1:34:13So again
1:34:14this one's really important because all of you guys have this question.
1:34:16If you are importing a list
1:34:18to go high level, you would just come in and follow this exact steps.
1:34:21That way you can be like okay, I want to list yes I want a list.
1:34:24Lists are very important.
1:34:26You reach out to your customer,
1:34:27they send you a CSV via email or however, and you click this
1:34:30and you follow the steps and you import the CSS into high level.
1:34:35And now you have all of their contacts added in.
1:34:38Super easy, super straightforward.
1:34:40Then over here we're going to have add edit company.
1:34:43So this is a way where as opposed to just filling my contacts,
1:34:46you can filter by business entities and you put an action name.
1:34:49You select the company. By the way we haven't done this.
1:34:51We're gonna go over to the second.
1:34:52It's this little tab up here,
1:34:53but this is a really good way in case you have a bunch of businesses.
1:34:56And it's not just leads.
1:34:57You have multiple organizations within a sub account.
1:34:59You can add, let's say John's Plumbing or Dave's HVAC, whatever you want.
1:35:04You would just click it and add it in right there right here.
1:35:07This is BOC WhatsApp.
1:35:09So just like I showed you over here, you can select all or pick
1:35:12individual ones and send a quick email blast or quick text blast.
1:35:16You can do this with WhatsApp. So how cool is this.
1:35:18So you pick the exact WhatsApp number the WhatsApp message template.
1:35:21By the way I have full videos on this.
1:35:23If you're confused the action and then you click confirm.
1:35:26And what this is going to do is this is immediately
1:35:28going to blast all of the WhatsApp contacts you have,
1:35:32and that will immediately message all of them.
1:35:33You could ask them for reviews, send promos.
1:35:36Super awesome.
1:35:37Like such a good feature that they added you can do that very easily.
1:35:40I also have videos on everything WhatsApp, WhatsApp, chat, bot,
1:35:44WhatsApp, review
1:35:44campaigns for reputation management,
1:35:46some really cool stuff like that, basic stuff like that.
1:35:48So you can add it and then you can just gather a ton of reviews for WhatsApp.
1:35:52And then right here,
1:35:53merge up to ten contacts is a good way to get rid of duplicate contacts,
1:35:56to put contacts on one and consolidate if you have a ton of them.
1:35:59So that's the entire second bar.
1:36:01So now that you understand
1:36:02how to filter all of the quick actions, we move on to the smart lists bar,
1:36:06which is one of the focal points of the contacts tab, which is amazing.
1:36:10So all the Smart list is, is a list of filters
1:36:15on the contacts where you can quickly go in and quickly send a message.
1:36:18So for example, if you want to create a smart list on, let's say
1:36:22the missed call or hot lead tag, you would have that.
1:36:25So everyone that has that tag, you could immediately
1:36:27just click this and then just go set.
1:36:29Very helpful, very straightforward.
1:36:30So what I'm going to do is show you how this works.
1:36:32So you then have a simple way to just quickly blast people to trust me.
1:36:37That saves you a ton of time.
1:36:38So to create a smart list all you're doing is adding filters
1:36:41and then savings as smart.
1:36:42Again, I'm going to walk you through this. But this is really important.
1:36:45All the smart list is is saved filters.
1:36:48That's it.
1:36:48It's not some magical thing from the ether here.
1:36:51So we'll come right in here and we'll go let's pick filter.
1:36:54So we're going to come to tag. That's a classic one.
1:36:56We're going to do tag is and there's so many options here.
1:36:58We'll do hot lead. So we're going to click this.
1:37:00We're going to click apply.
1:37:02So what it's going to do
1:37:02is it's going to bring all the people up that have that tag.
1:37:05And this could be everyone that has this email.
1:37:07Everyone has this opportunity whatever you want.
1:37:10It'll bring all the people to have that in common.
1:37:13And then you go right down here.
1:37:14And this applies for everything.
1:37:16Whatever you know, thing you want, it'll have this little thing once you apply
1:37:19and you click Save as Smart List, you'll name it.
1:37:22So this is going to be hot lead.
1:37:25And we're going to click save and boom how cool is that.
1:37:28So now we have a smart list.
1:37:30So what we can do is we can come right in here and go hot lead.
1:37:33And it brings up all the people with hot lead.
1:37:35And that's called a smart list. So it's saved filters right there.
1:37:38So you don't have to keep coming in and going okay.
1:37:40This is the filter I want.
1:37:41And you have to, you know go through it and waste a lot of time.
1:37:44You just can immediately come in and click it right off the bat.
1:37:47What's cool about this too, if you're using automations
1:37:49or email campaigns,
1:37:50whatever you're doing, what you can do is you can send to smart lists. So
1:37:54in emails, you can just click Smart List and it will just send to a smart list.
1:37:57Smart list is one of the most powerful ways
1:37:59to segment groups of leads and have things automated.
1:38:03This is just some advanced stuff for you, but when you start using smart lists
1:38:08properly, you can set up automations going whenever this guy gets sold or is
1:38:12a new leader gets bought by X, Y, and Z, it will send them into the smart list.
1:38:16So the automation will put people in a smart list
1:38:18depending on whatever you're trying to do selling, adding, upselling, whatever.
1:38:21And that way your smart lists are growing on themselves.
1:38:24This is great for communities too.
1:38:25That way you can have automatic lead gen campaigns or whatever
1:38:28where your hands off,
1:38:29you save all of your time and the robots do the work for you.
1:38:31But you have to segment my smart list so the robots know what's going on.
1:38:35So again, I'm going to walk you through this just to show you how to build this.
1:38:37We're going to come right in here.
1:38:38We're going to do more filters this time.
1:38:40We're going to come down here and pick something different as opposed to tag.
1:38:44We will do pipeline.
1:38:46So we're going to do is pipeline two.
1:38:48So we're going to pick that. We're going to click apply.
1:38:50When we got Chris Trees and Melissa in this smart list
1:38:54that we're about to create. So again I put in the filters okay.
1:38:57We see the people that are connected to this pipeline.
1:39:00And then we click Save as Smart List.
1:39:02Once we click save a Smart list we will do pipeline dose.
1:39:06And then we click save and boom.
1:39:08Now we have this two. So we can come right in here.
1:39:10And we click this right here. Pipeline two and hot lead.
1:39:13How cool is that.
1:39:14Now that we're on this I just have to show you this really fast.
1:39:16You have all your smart list and you're like
1:39:18this is really cool, I love this, but how do I delete these or edit these?
1:39:22You come right up to manage
1:39:23smart lists, and it will give you a list of all of your smart.
1:39:28What you can do here, which is really cool, is you can move this.
1:39:30So we want hot lead first. Oh no no no we want hot lead second.
1:39:32You can edit them right here.
1:39:33What you can do is you can copy the Smart list. We'll click copy.
1:39:36We'll do pipeline to copy. Boom.
1:39:38We now have trace.
1:39:39Then we come right in here to move that to the side.
1:39:41You can edit Smart List
1:39:42name name it whatever you want and then you can delete Smart List.
1:39:45We don't want Smart List anymore.
1:39:46We're just going to delete this one.
1:39:48And we're going to delete this one.
1:39:50We're only left with one
1:39:51managed smart list is how you manage all of your smart lists.
1:39:55So you can delete, edit, copy whatever you want.
1:39:57So now that you understand how the contacts work,
1:40:00you understand this bar and how to segment.
1:40:02You understand all these quick actions.
1:40:03You understand smart lists and how to manage them.
1:40:06We now have this final top bar for you to understand.
1:40:10So the first thing is bulk action.
1:40:13So all this is, is any sort of bulk actions you've done.
1:40:16Watch I'll show you one right now.
1:40:17This would be a bulk action.
1:40:19We click these two and we delete them okay.
1:40:22We don't want these to get out of the CRM.
1:40:25We click delete. We click delete we dismiss.
1:40:29And then we come into bulk actions.
1:40:30And you'll see right here February 11th is exact time.
1:40:35Boom. Just delete it.
1:40:36All bulks actions is every single thing you've done.
1:40:39So you can see a data log and activity of what's going on.
1:40:42So you're like okay, where did that lead go?
1:40:45How did that phone number get added?
1:40:46You go into actions and you'll see what's going on here, which is really cool.
1:40:50That brings me to my next point,
1:40:51which is restore high level out of this feature
1:40:53because people are deleting contacts and getting really disappointed.
1:40:55This is a way to restore your contacts.
1:40:57So remember we just deleted Amanda Reynolds and Desmond.
1:41:01We'll go. We want these awesome people back.
1:41:03So we click these right here okay.
1:41:05And we click restore.
1:41:06We click confirm these contacts that were just previously deleted.
1:41:09We're going to refresh this.
1:41:11And look at that.
1:41:12They have been resurrected. So they're back.
1:41:15So restore is just a way to get back contact.
1:41:18You deleted which is very handy.
1:41:20This is any sort of tasks you have on someone.
1:41:22So you can be like okay, right here.
1:41:24Mary Gordon 5 p.m.
1:41:25on Tuesday needs to build a website.
1:41:28This is basically like Trello or one of these project management software.
1:41:31This just adds a way for you to add tasks, which is like making people do
1:41:35certain things in a high level, which is like employees and other stuff like that.
1:41:38So you put the title in the description, the date, is it a recurring test?
1:41:41You can pick the contact you want to add the task to and then assign the employee.
1:41:46That way you understand exactly what's going on.
1:41:48You can assign people real data points and make them do work,
1:41:51and that's just a good way to basically keep employees on task
1:41:54and you understand exactly what's going on.
1:41:55Companies we talked about this earlier.
1:41:58This is a way for you to filter by companies.
1:42:01If you have multiple organizations within one sub account,
1:42:04you would come in here like the company name, the phone, the email, the website.
1:42:07You put in all of their basic details,
1:42:09click save and then you'll have a company in here.
1:42:13And that way when you come back to smart lists and you can see right here
1:42:17Add Edit Company and you click these,
1:42:18you'll be able to add the company to the contacts.
1:42:21So now that you've gone through
1:42:22all of these last month, least you have this little cogwheel.
1:42:25And this brings you to custom fields.
1:42:27I have a full video on this.
1:42:28So I'm not going to go really in-depth on this because it's actually simple.
1:42:31These are just the fields you can have within all of high level that are custom.
1:42:36For example, if we come back to contacts, these are fields.
1:42:41You may have one that's different, like favorite Pokemon card
1:42:44that doesn't exist in high level, or favorite soccer team or favorite UFC
1:42:48fighter, whatever you want.
1:42:49That's a custom field.
1:42:50This can be literally anything you want, but they don't have these in high level.
1:42:54So when you come here you can add it.
1:42:56You just do add field, click single line, whatever placeholder that works.
1:43:00We click next and add the field name so Pokemon even know how to spell
1:43:04Pokemon card pick cosmology, click save contact click save.
1:43:09Now it's been saved.
1:43:11If we come back and have a field we want added here
1:43:13and then we come right in here we come to columns.
1:43:16We scroll down. Favorite Pokemon card.
1:43:18Now look at that. Isn't that cool?
1:43:20We now can filter by favorite Pokemon card again.
1:43:24The reason this is important is not that a service
1:43:26based business needs to have this, but you can have whatever you want
1:43:30in high level.
1:43:30That way you can add literally anything.
1:43:33That's just a great way to further segment so you have everything
1:43:37you could possibly need.
1:43:39So that's the contacts tab.
1:43:41Again very very thorough on this.
1:43:44This is so important.
1:43:46I'm going to reiterate this.
1:43:48You got to learn this first.
1:43:50So many people they're like I want to do reputation management.
1:43:52I want to do automations.
1:43:53But they don't even understand how contacts work.
1:43:55And then they have all these stupid questions and they lose clients.
1:43:59They lose money and they stay broke wages because they don't understand this.
1:44:02You cannot call yourself
1:44:03a go high level or a go high level wizard if you don't understand contacts.
1:44:07It is the lifeblood of go high level.
1:44:14The first thing I want to do
1:44:15is explain what this is, how this works and what's in this snapshot.
1:44:19So what we're doing here is we are automating your sales pipeline,
1:44:23and we have a snapshot to do a lot of this.
1:44:24So the goal of this is to have a sales pipeline with these automations.
1:44:28So that when someone comes into your business
1:44:30it immediately puts them in here.
1:44:31The new lead puts all the info you want on them.
1:44:33And then every time they go through a stage, it moves this automatically.
1:44:37It's automated you're not having to go into mainly
1:44:39grab the opportunity and drag it
1:44:40and put this up in and go, okay, it's now in context.
1:44:43Wait a minute. And then you're kind of freaking out.
1:44:44You're confused and it's a lot of time wasted.
1:44:46What you want pipeline that is fully automated.
1:44:49So you can just come in and do what you do best,
1:44:51which is just closing deals and everything happens automatically.
1:44:55This will save you an unbelievable amount of time.
1:44:57I created this video because so many of my students
1:45:01and people from YouTube were like, I'm missing out on sales, and I took a look
1:45:04at a lot of their sales processes and even their client sales processes.
1:45:08And let me tell you, they were from the dinosaur age.
1:45:11Like we're talking prehistoric Jurassic Park level stuff.
1:45:14Like it was so bad everything was manual.
1:45:17They didn't have proper stuff set up in this.
1:45:20Okay, with these automations right here, here and here,
1:45:23you are getting the building blocks to automate anyone's sales pipeline.
1:45:26This is something guys, until you right now that you can do for your clients
1:45:29also that will keep them paying you time
1:45:31and time again because it's so valuable to have a sales process.
1:45:35Okay.
1:45:36So what I'm going to do is I'm going to unpack this snapshot,
1:45:39okay, all of these automations and how this works,
1:45:42and then really show you that you can do this on any sales process,
1:45:46really anywhere with high level and just save so much time,
1:45:49because I'm telling you right now, a big thing too.
1:45:51And this is just a small thing.
1:45:52They don't even have
1:45:53their opportunities come into a pipeline,
1:45:54so they don't even know where their sales are at.
1:45:56We want to demystify that and we want to get rid of that.
1:45:58So the first step is unpacking this snapshot
1:46:01that, by the way, is yours free down below.
1:46:04Not even ask you to be my affiliate. It is yours free.
1:46:07And then basically showing
1:46:08how you can tweak this rubric I've created to really mix and match
1:46:11with any sales process. Okay, so first things first.
1:46:13This is the pipeline here.
1:46:15You have new lead contacted,
1:46:17booked, closed and lost and you can add more stages on the show.
1:46:19You later.
1:46:20And really how to make this fit your sales process.
1:46:23But this general building block is going to be perfect for anyone.
1:46:25So the first real step in this process is having leads.
1:46:30Okay, so when someone
1:46:31submits a former does anything, they come right into new lead.
1:46:35And we do that with this one, which is stage one new lead.
1:46:37And that is this automation right here.
1:46:41The first thing you want to do is define your trigger.
1:46:43So every business is different.
1:46:45But most businesses will have a form submission.
1:46:47That could be a Facebook form submission a TikTok form submission.
1:46:50You can trigger and you could do Facebook.
1:46:52And then you'll see right here it says Facebook lead form submitted.
1:46:55And you can add this in.
1:46:56And you can do this with so many other lead forms where
1:46:58as soon as someone fills it out, it's immediately going to come in.
1:47:02Okay.
1:47:02To this stage, which is critical.
1:47:04So first things first.
1:47:05You want to go in here and you want to make sure
1:47:07form is whatever form that you're using.
1:47:09Could be your website form, whatever form you're using.
1:47:12You want to click this right here and select it.
1:47:13Then from there you want to come down and make sure that right in here
1:47:17you click in sales pipeline and you click newly.
1:47:19This already should be filled out in the snapshot.
1:47:21But just in case it isn't, or you're adding extra stuff,
1:47:24you want to put this in.
1:47:25And by the way, I'm going to demo this
1:47:26at the end of the video to show you how clean this is.
1:47:28But the whole goal is as soon as someone submits a form,
1:47:31it brings them in, plugs them into this pipeline, creates the opportunity,
1:47:35and then immediately sends them an email, which could be a welcome email
1:47:38and a bunch of other stuff.
1:47:39You're going to want to make sure that you have the proper email sent out.
1:47:42Again, I don't know what you're doing that's, you know, up for you to decide.
1:47:45Your sales process can drop a comment.
1:47:46If you have any questions on this.
1:47:48You put in your name, you're from email
1:47:49and you plug in the exact email to be like,
1:47:51welcome, new lead, blah, blah, blah, whatever your sales process is.
1:47:54And then from there, this is going
1:47:56to lead us to stage two in here, which is contacted.
1:48:00So when they come right into here, they will automatically be moved here.
1:48:03If they come in here and the email is open okay.
1:48:07Really important.
1:48:08And you can kind of change this slightly,
1:48:09but you want your leads to automatically move based on certain events.
1:48:13That way you know who's hot okay.
1:48:16Who's a hot
1:48:16lead ready to buy within ten, and who is a cold lead
1:48:18that needs to be followed up with multiple times.
1:48:21So as soon as the new lead comes in, okay, this email gets launched
1:48:24and it moves into stage two which is contacted.
1:48:26That is, if they open it okay, it then moves them to content.
1:48:29So if we come right in here,
1:48:29it'll be email trigger, email opened and the event will be open.
1:48:33And then you'll do in workflow and then pick S-1 new lead.
1:48:36The starter should be set up.
1:48:36But just in case it's not make sure it does that.
1:48:38And right down here it's going to come in.
1:48:40It's going to go into the sales pipeline.
1:48:42It's going to move them to you guessed it, contact it.
1:48:45This is so important to know where your leads are in the sales process.
1:48:48Now you can tweak this slightly. Your event may be different.
1:48:51It could be replied to email,
1:48:53all kinds of different stuff, which you can just click right in here
1:48:55and you can play with the events right in here
1:48:57so that it just depended on your sales process.
1:49:00This is like so important because so many people in their pipelines,
1:49:05they'll just have new leads and they don't know
1:49:06if people are taking steps forward or steps back and they're losing sales
1:49:10because they don't have this automated,
1:49:11and then they're manually going through and going,
1:49:13well, I think John is qualified, but I think he's not.
1:49:15Here's the thing from here from contacted, okay.
1:49:18In your sales process, depending on how many follow ups you have,
1:49:21which we're going to get into beefing this up later.
1:49:23So just hold your horses.
1:49:24But once this is content
1:49:26and say they booked a call because you have a follow up system
1:49:28sending them emails, that is going to move on number three which is booked.
1:49:31So once they have booked a call okay.
1:49:34It is then going to move them into booked.
1:49:36This is really important because this is one of the things that really determines
1:49:40that they are a leader, not because if they're not a hot leading,
1:49:42they're just in the contact of sage, you're not going to know.
1:49:44So as soon as you send out the email, the SMS, it's like, book your call.
1:49:48Once they book and it's going to come right in here.
1:49:50Trigger is in calendar strategy.
1:49:52Call whatever calendar you have and they book it.
1:49:54It's immediately going to come down and automatically move them to booked.
1:49:59And that is going to really start determining what leads are hot
1:50:02and what are not.
1:50:03Once they are booked, which is a big event, you're
1:50:06then going to want to send them a proposal or however you do your sales.
1:50:09Is that in person? Is it zoom? Is it a phone call?
1:50:11Once you do that
1:50:12or you send them a link, it's going to move on to the next stage, okay.
1:50:15Which is right in here, which is closed.
1:50:17So if you come right in here, trigger payment received, you pick whatever
1:50:21you know how you're collecting payment.
1:50:22Once that gets triggered
1:50:23and you get paid, it's then going to move them into closed.
1:50:27So it's going to come
1:50:28right back into the sales pipeline and they go, okay, we sold them.
1:50:31We sold John.
1:50:31And it automatically is going to move into closed two really important things.
1:50:35First, this little stage change right here is one of the most critical.
1:50:39One of the big reasons is that when you move from book to close,
1:50:42you now have people that are now buyers, which means they are customers,
1:50:46which means you can collect reviews from them, okay, surveys,
1:50:49sell them more products. It's a whole new kind of lead.
1:50:52Because remember, when you sell someone,
1:50:53for the most part, they're not just sold and done,
1:50:55they're actually a new lead sales 101 now that they come in here.
1:51:00Really important
1:51:00because this brings in the whole new realm of reputation management,
1:51:03all these other services that you're going to be using.
1:51:05And then the second really important part of this is onboarding.
1:51:09So I'm going to link a video at the end of this video
1:51:10is going to show you how to use AI to automate your onboarding.
1:51:13This is where this is just killer.
1:51:16Because as soon as they are paid and you send them
1:51:18a thank you and you onboard them or whatever your process looks like,
1:51:21it could be, hey, you know, here's how to get started.
1:51:24Or can you make sure your toilets clean so we can fix it or whatever you're doing?
1:51:27This is immediately how you can bring them in and then automate this.
1:51:30So it's one more thing that's automated so that your guys or whatever service
1:51:34you're working for,
1:51:34all they have to do is just wait for instructions
1:51:36as opposed to like going in and then messaging people back
1:51:39and forth and calling people with, you guys waste a lot of time.
1:51:41You can then just skip all this and then you get straight to work.
1:51:44When that's done, we move on to the last stage, which is lost.
1:51:47So if you had the call you went through and the lead is lost
1:51:51and they're like, well, you know, we didn't want your stuff.
1:51:54You want a way to move them to lost.
1:51:57And the way you're going to do this is by adding a contact tag,
1:51:59which is lead lost, which is in the snapshot.
1:52:02Okay.
1:52:02What you're going to have to add manually,
1:52:03this part isn't automated for this video.
1:52:05Just because everyone's sales process is different.
1:52:07You know, leads may say something different.
1:52:09Your sales process may look different, but once
1:52:11you add that your whole goal is to then make sure that they go into lost,
1:52:14and then an email goes out and says, thank you for your time.
1:52:17Again, all this is already set up.
1:52:19But this is important
1:52:19because a lot of these people, it weeds the good leads from the bad.
1:52:23Now these people can always be followed up later if you want to make sure.
1:52:26But if someone gives you a hard note like I am not interested,
1:52:28I already have marketing or I already have this.
1:52:31It's a good way to segment because a lot of people, they mix
1:52:34bad leads with hot leads, and then they all start to blend in
1:52:38and then you're contacting the wrong people and it's just it's
1:52:42really bad because you're wasting money and time on emails and SMS.
1:52:45So really, really important in your sales process to make sure you are
1:52:48weeding out those leads that absolutely do not belong there,
1:52:51and then keep the hot leads in their own respective categories.
1:52:55So that is how this process works very simply.
1:52:58So now what I want to show you is going to the next level.
1:53:00Because as you hear, this is just a basic building block, a basic rubric
1:53:04which anyone can use.
1:53:06But what you can do now is you can beef this up like crazy.
1:53:09So the first thing is you can come into pipelines right in here,
1:53:11and you can click this right here, and you can add as many stages as you want.
1:53:16People responding and you want to add in responded.
1:53:18If you want to add in send review requests, you know whatever you want.
1:53:22However your sales process looks, you want to add that in here, okay.
1:53:26Because here's one of the things I'm going to show you
1:53:28how to do with this building block I've given you.
1:53:30And the snapshot you can take any of these.
1:53:32Come right in here.
1:53:33Click Duplicate Workflow.
1:53:35And then you have basically the same thing
1:53:37where you can just switch up a couple basic things,
1:53:40and then you can just add in as many steps as you want.
1:53:42Because again, everyone's sales process is different.
1:53:44I can't create a universal sales process
1:53:46because everyone's in different industries.
1:53:47Everyone has different stuff, but it's the same sort of thing.
1:53:50So what I'm showing you how to do is I'm showing you how to fish.
1:53:53You see what I'm saying?
1:53:54You can use this process in any sales process.
1:53:56And then you have it done and dialed.
1:53:58And if you're niche down, you can copy this snapshot.
1:54:00And then you have it again and again for every single business you work through.
1:54:04So if we come in a new lead, one of the things you can do is
1:54:06you can add as many follow ups as possible.
1:54:08So you can add this into an integrated into your official sales process.
1:54:11So it's like it continues to send them email, SMS, emails.
1:54:14And you just add that by clicking this right here
1:54:16and then typing in SMS or whatever you do right here.
1:54:19And then that way you have fully built out and it could be like a wait action
1:54:23where if they don't respond to this time
1:54:25and other thing, that way, it's hammering your leads as they come in.
1:54:28Okay.
1:54:28That way you're making sure that it's forcing people to the next stage
1:54:32which is contacted or replied or whatever your sales process looks like,
1:54:36so you can start getting people and moving them through this process.
1:54:41Same thing with contacted.
1:54:42Same thing with booked.
1:54:43If you're coming right in here and you're blasting people with emails,
1:54:45it could be an email saying book a call, which would basically force them
1:54:49to book an appointment.
1:54:50Then that way you're constantly moving as many leads to booked as possible.
1:54:54It's the same thing with closing with the trigger
1:54:56and receiving all of this other good stuff.
1:54:58You can add as many things as you want, or you come in here copy,
1:55:01and you can just basically plug these into your other automations
1:55:04so you can create one universal sales process.
1:55:07Because I'm going to move on to the last part, which is demoing this now.
1:55:10So I can just show you how simple and basic this is.
1:55:12So now it is time for me to demo this process.
1:55:14So first starts up with a new lead okay.
1:55:16Which is doing a form submission.
1:55:18Come running to the form we have set up. We're just going to decline.
1:55:21Sam O'Reilly we're just going to do 0890988 okay.
1:55:27We're going to do email, which will be Declan
1:55:29I just want to do this.
1:55:30We'll do this. And then we're going to click this.
1:55:32So now that I've completed the form we then go back okay.
1:55:35We need to refresh the page. But there it is.
1:55:36It immediately got pulled in to your pipeline.
1:55:39If you guys are getting a load of leads and there's just so many coming through,
1:55:42you have to have this set up.
1:55:44If you have a couple leads coming through, you can wing it doing it manually.
1:55:47But if you have a ton of people filling out your forms
1:55:50and it's overwhelming, this is possibly one of the best things you can do
1:55:53because it will make everything work so much smoother.
1:55:55Okay, so now that we have our new lead, if you remember what did it do?
1:55:58It sent us that initial email.
1:56:00Again, you can stack as many emails you want.
1:56:01So I'm gonna do now is I'm going to go to my Gmail and see if we got it.
1:56:04And look at that. It is the first one that popped up.
1:56:07So we clicked this and we're like, yo, look at that.
1:56:09This is awesome. This is amazing.
1:56:11We now have it.
1:56:12Now if we come back here can we refresh this and look at that.
1:56:15It has now moved to context.
1:56:17So now we want to book a call and see if it moves from there.
1:56:20So we're like okay sweet.
1:56:21We come right in here.
1:56:22We see customer book call calendar or strategy call.
1:56:24We have the calendar right here. We're going to click this right here.
1:56:26And we're going to do is we're Declan.
1:56:27We're going to Riley.
1:56:28We're going to type in 089798.
1:56:32And then we're going to do this bad boy right here okay.
1:56:36Test. And then we're going to click on firm.
1:56:38And we're going to click Schedule Meeting.
1:56:40Because now what we want to do is we want to make sure that once we go
1:56:43through here, once we book that call, it then moves it automatically as well.
1:56:47So we come in here and we click refresh and boom look at that.
1:56:51How awesome is that. It now moves automatically okay.
1:56:54So real quick again I know I've said this so many times,
1:56:56but like this may not look super impressive right now.
1:56:59Like oh cool.
1:57:00It just automatically moves the leads from stage to sage
1:57:02as opposed to me just dragging them.
1:57:04And I'm telling you guys, again, a lot of businesses have a ton of leads.
1:57:08And if you actually have a sales process where you're making a lot of money
1:57:11or even just like mid six figures, which is most businesses,
1:57:14you got to have this setup.
1:57:15It may not seem impressive now
1:57:17because we're doing this with one lead, but I am telling you, when you have over
1:57:21ten leads a week, even five leads a week, which is very low.
1:57:24This is like such a time saver because if you see when this is
1:57:28just stacked with leads and you're like, wait, what did they are they good?
1:57:32Yeah. Jim did they did they contact you?
1:57:34Did they reply.
1:57:35No no they didn't, they didn't I was asleep. Well why were you asleep.
1:57:38And you know you're arguing and then you're moving these and then some.
1:57:41Don't move. Mainly it's a nightmare.
1:57:43So again, what I'm trying to show you
1:57:44is when you've got that volume, this is such a time saver.
1:57:47It also makes you way more money
1:57:48because you'll know where everyone is in your process.
1:57:50Then it's like, okay, we see there's a breakdown at contacted.
1:57:53We need to send more follow ups to get them to book the calls.
1:57:56From there, you just optimize the sales process.
1:57:58Then you start selling more people like guys.
1:58:00This is how you make a lot of money.
1:58:02You automate things and you make sure it's clean. Okay.
1:58:05So from there. Okay.
1:58:06We then move on to the next part which is closed.
1:58:08So for this video, I'm not going to use mainly
1:58:11because I don't have a product setup because this is a test.
1:58:13I have tested this before.
1:58:14It works just the same.
1:58:16But as soon as someone pays said invoice, okay, like right in here, they pay,
1:58:19it moves to closed and then it sends them the onboarding.
1:58:22Okay, so if we come right back to this bad boy it just moves them to closed.
1:58:26I know you're like, wait a minute. What?
1:58:28You didn't do it on my list just because I don't have a product
1:58:30said I'm not going to, you know, by my own product.
1:58:32Really?
1:58:33For that, it is completely automated, I promise you just go in
1:58:36and you make sure that you have this trigger set up to the exact product
1:58:40or service you're selling, and it moves them automatically.
1:58:43And this one's a big one
1:58:44because you want to make sure this then leads into your onboarding sequence.
1:58:48This is like so important because if you can automate every single
1:58:52step of the way for these businesses, they will cry if you leave them,
1:58:57which means you can upsell them and charge them as much as you want,
1:59:00relatively as much as you want.
1:59:02But this is like I see so many people that are like,
1:59:05I don't have a good sales process
1:59:06and I don't really have a good onboarding experience.
1:59:08It's because so much of the stuff
1:59:09they do is so manual, and when you get a lot of leads, manual become so hard.
1:59:14Even if you have a full time employee because you don't know where stuff's at
1:59:17and stuff gets confusing, and then the opportunity
1:59:19value gets like lost and you're like, what is going on?
1:59:21So then move on to the last part,
1:59:22which is if they get on the call and they don't like it,
1:59:24or however your process works and they're like, we hate you, go away.
1:59:27It then moves to lost, which is critical because if you contacting people that hate
1:59:31you and they're like,
1:59:31do not disturb, you, don't disturb, and you're still finding ways
1:59:34to contact them, it can hurt your email reputation.
1:59:36So you want to make sure the people that are not interested like
1:59:38and I don't mean like someone giving you a soft objection.
1:59:40I mean people that are like, f off, get out of my life.
1:59:43Like go away.
1:59:43Like people that are clearly not the right, the right fit.
1:59:46You want to make sure you have it.
1:59:47So what happens then is that you would come right into contacts.
1:59:50You would click this. And this is for your sales process.
1:59:52And there are ways to truly automate this.
1:59:54It's just it depends on your sales process.
1:59:56And I can't have a universal way to do this,
1:59:58but whoever's on the phone is going to come right in here
1:59:59and go lost lead and then come in here and you're going to click lead lost.
2:00:04You're going to click Add Tags.
2:00:05And then what we're going to do
2:00:06is we're going to come right back here and we're going to fresh this bad boy.
2:00:09Boom here we are.
2:00:10It is now in here.
2:00:11And you see the tag has been added.
2:00:12So again there are ways to automate that.
2:00:15The why couldn't fully automate
2:00:16that is just because everyone's sales process is different.
2:00:18If it's all text based, it's very easy to do it
2:00:20because you can say to an AI chatbot and employee, like,
2:00:22if they say this and they go through this criteria,
2:00:24have this tag added so it can be fully automated.
2:00:26It's just again, I can't put in certain things
2:00:29when everyone's sales process is slightly different.
2:00:31And that's where the customization comes in.
2:00:38Now we're going to be doing
2:00:39a full tutorial on payments and products inside of high level.
2:00:42So this is how do you send an invoice okay.
2:00:44How do you kept money for your agency or your business?
2:00:47How to have contracts, how to set recurring bills so you get paid
2:00:51every month?
2:00:52It's the basic payment stuff that you know you need to know
2:00:55that you probably don't.
2:00:56So we're going to be going in-depth on all of that
2:00:58and a bunch of other amazing stuff before jumping.
2:01:00Go, go right down below.
2:01:01Smash the subscribe button.
2:01:02If you have any questions at all, drop a comment down below.
2:01:05So we're just going to come right in here to payments.
2:01:07And by the way, I'm going to be going over
2:01:08invoices and estimates,
2:01:10all of this documents and contracts, all of this orders, subscriptions, payment
2:01:13links, transactions, all the products of coupons, settings and integrations.
2:01:16I'm going to be going over everything.
2:01:18So get ready for a super in-depth tutorial.
2:01:22So one of the first things you're going
2:01:23to need to do is integrate a payment gateway, as you see right here.
2:01:26So if you come into integrations okay, this is where you plug in
2:01:30your payment process. Now I have other videos on this.
2:01:32You have access to stripe, PayPal, authorize.
2:01:35Net square and a bunch more options.
2:01:38I mean, you have so many different ways to integrate this and it's very simple
2:01:41to integrate.
2:01:42You would just come right here click connect.
2:01:44Click connect with stripe.
2:01:45You're going to click that and it's going to take you to a page.
2:01:47And then you just log into your stripe account.
2:01:49If you don't have a stripe account
2:01:51or a payment processor you're going to need to create one.
2:01:53But whatever your payment processor is, you just go in, click connect,
2:01:56follow the steps, and then you're good to go.
2:01:58And this is what it's going to look like
2:01:59when you're all done, set up and connected.
2:02:02So once you're all set up we actually are going to go to products.
2:02:05I think it's the best way to start with this because I know you would think, oh,
2:02:09we start here, here and move like this.
2:02:10But products have to do with everything else.
2:02:13Like they are the services who can do is I'm going to show you
2:02:15how to do products first, and then we're going to move in order.
2:02:18That way you can that way this will all make way more sense.
2:02:21So you're just going to come right into products okay.
2:02:24And you have a couple different options.
2:02:26So the first thing you can import as a CSV
2:02:28if you have a bunch of different products I say from Shopify,
2:02:31you upload them in here, you can import from stripe.
2:02:33You just click this button
2:02:34and it will import all of the services you've created in stripe.
2:02:37Very simple, very straightforward.
2:02:39If you already have stuff built out and strike,
2:02:41but then most likely to create it.
2:02:43If you don't have these, you're just going to click Create Product here or there.
2:02:45So we're going to create product.
2:02:51So once you have your payment
2:02:53processor connected we're actually moved to products okay.
2:02:56We're not going to go this way.
2:02:57We're going to do that after we move to products.
2:02:58But the reason I have it this way is products
2:03:01have to do with literally everything else in this page.
2:03:04I think it's very important that we go through products
2:03:05first is going to make a lot more sense that way.
2:03:08But first things first, I just want to break down what a product is.
2:03:10Believe it or not.
2:03:11So a product is an item that is sold or offered for sale, in this case a car.
2:03:16The example I bought a car for 20 grand.
2:03:19Here's why I'm explaining.
2:03:20These services can also be products in high level, right?
2:03:24So monthly SEO can also be a product.
2:03:27I know that sounds very weird, but I want to make sure this is clear
2:03:29because a lot of people get super confused like products. What?
2:03:32What do you mean
2:03:33it can be a service to very strange, but in high level they can also be services.
2:03:37So just remember that.
2:03:38So we're going to come right over to products okay.
2:03:40And you're going to have three different options.
2:03:42So first you can import as a CSV for using Shopify or these other stores.
2:03:45And you have a bunch of products you can bulk upload
2:03:47if you already have your if you already have your products built out in stripe,
2:03:51you can import from stripe. So you can take all of them.
2:03:54And then this will be how you manually create.
2:03:56And you have two different options. So we're going to click Create Product.
2:03:58And you'll be brought to a page that looks like this.
2:04:01So just follow along with me.
2:04:02So first thing we're gonna do is put the title in.
2:04:05So we're just going to do SEO okay.
2:04:07That's just what we're going to do for this.
2:04:09You can put in a base description.
2:04:10So this will be monthly SEO okay.
2:04:13You put whatever you want in there.
2:04:15Then we can pick an image.
2:04:16So we're going to slap an image in real quick.
2:04:18So we'll come right here to Unsplash.
2:04:21We're just going to do so we're going to click search.
2:04:24And we're just going to click this.
2:04:26And again then we're going to add an image.
2:04:29So we'll just click this right here from your image library.
2:04:31We're going to click this right here.
2:04:33Okay we got it selected.
2:04:34And then you can do any sort of product label or collection.
2:04:36We're going to get into that in a little bit.
2:04:38Any sort of tax category.
2:04:40Again I'm not a lawyer. Consult a lawyer a CPA on that.
2:04:42That's just if it's going to include taxes or not.
2:04:45And you just figure that out because, you know, every business is different.
2:04:48And then down here in prices, you're going to have the difference
2:04:51between one time and recurring.
2:04:52So one time is like give me $500.
2:04:54Recurring is $500 every single month.
2:04:57So for this we're just going to do recurring and we're going to do $500.
2:05:01And then this is basically like a price anchor.
2:05:04So we could say 700.
2:05:06So that's how much it normally costs.
2:05:08And then right here you have the billing period.
2:05:10So monthly they have a free trial number of payments.
2:05:12And then any sort of setup fee okay.
2:05:15Which is really cool.
2:05:16And then you've got some additional options in here
2:05:18which is just price description.
2:05:19And if you have a membership offer and then which is just a membership offer,
2:05:23then down here you can do any sort of like customizing of the product.
2:05:27So like what it looks like.
2:05:28And then you just have some basic SEO search
2:05:30engine listings, which I don't think you need right now.
2:05:32Again, if this is a product that is going to be on
2:05:35an e-commerce store, maybe, but for this we just don't need it.
2:05:39So once you have all that and you're good to go.
2:05:41You're just going to click save.
2:05:44And then up here again, that would be if you already been.
2:05:47And up here you can sync with PayPal or stripe.
2:05:50That's to connect it.
2:05:51But again if you've already done that it'll always be taken care of.
2:05:53You can make sure I save.
2:05:54And then we're going to go back and right here you'll see the product right here.
2:05:59And again you can come right in here.
2:06:00You can edit it or delete it just like that.
2:06:02And to create more property you just click this.
2:06:03So this is how you're going to create all of your services.
2:06:06And again when it's connected to stripe you can just give people this.
2:06:09And you now have a product that you can collect money from.
2:06:11So if it's lawn mowing, if it's cutting hair,
2:06:14you know all services and stuff will go right under here just to let you know.
2:06:17So this is where you build out the stuff
2:06:19that's going to be the money side of things.
2:06:21So now you have your products created.
2:06:23We're going to go right over here to invoices and estimates.
2:06:26So let me first explain what an invoice is.
2:06:29Invoice is a bill for work already done or items already provided.
2:06:33Example you fixed my car I now oh you $200.
2:06:36It's what you send after they do the work.
2:06:38And right in here
2:06:39you'll just have a basic dashboard of the invoice sent out the money,
2:06:43do all of that good stuff, and to create an invoice
2:06:45we're going to come right up here and click new.
2:06:47And you have two different kinds.
2:06:49So you have send one time invoice or send new recurring invoice.
2:06:52So we'll just do send a one time invoice.
2:06:56And this is exactly what it looks like. So you can come in here.
2:06:58You can change you know what the invoice looks like.
2:07:01So we're just going to see okay you can click the exact customer.
2:07:04So we'll just do
2:07:07let's do.
2:07:11And we'll just pick Mary Gordon okay.
2:07:13So that's basically who it's going to be sent to.
2:07:15And then you basically have in here
2:07:16picking the invoice number and what it is here.
2:07:19Products. This is why this is so important.
2:07:22We just created the product because now everything else
2:07:24you can just add a product and it's done.
2:07:25So we just come right in here and we go let's select the product.
2:07:35So to create an invoice we're going to come right up in here.
2:07:37We're going to do new recurring invoice
2:07:39because that's what we created the products on.
2:07:40Again same thing the product is going to match.
2:07:43So right here you can pick your customer.
2:07:44So we're going to do Mary Gordon okay.
2:07:47All the basic business info adding products.
2:07:49Really important because it's what we just created.
2:07:51This is going to be across the board. So we just click Add Product.
2:07:53We pick this and boom it's done and all the work is done for you.
2:07:57So you can just plug in your products.
2:07:59And this is important because if you have a business
2:08:02and they have all these different services,
2:08:03you just create the products and you can just plug stuff in much faster.
2:08:07This is how you save so much time.
2:08:08This is why to go out of Wizard, set it up this way so you wouldn't be so confused.
2:08:12So we just plug that in right there
2:08:13and you can add more products like that under recurring invoice settings.
2:08:17You can pick the exact, you know, cadence of how you want to come out
2:08:20and you just by clicking is it monthly you know,
2:08:22what day the first or does it have any sort of other things?
2:08:25And then right in here you have additional options, which is just
2:08:28some basic descriptions or adding any other attachments.
2:08:31And again for this you would just click save.
2:08:42And again you would just.
2:08:46So then we come make sure that you have the start date.
2:08:48We'll just do the 22nd and never, you know whatever it is.
2:08:53We'll do two days in advance.
2:08:54And then you just click save.
2:08:56Or you can schedule it for a set time to come out.
2:08:59And then right here you basically can manage any sort of tips,
2:09:03having sort of late fees and manage any payment methods.
2:09:06Then this is really cool because you can convert this to a template.
2:09:08So you can use this later for other invoices, which is pretty cool,
2:09:12which I'm about to get into templates here.
2:09:13So you just click schedule and then you're good to go and then you're back okay.
2:09:17So boom, we have that invoice created.
2:09:20Now here's what's really interesting.
2:09:24So as you see here it's now in recurring invoices.
2:09:27So it's popped up right down there.
2:09:28So now all the invoices are just right like this through here.
2:09:32But one thing I want to go over.
2:09:35So as you see here, you have a so as you see here go in.
2:09:39So as you see here you got all invoices, the recurring invoice we just created.
2:09:42And then down here in templates I just want to give this,
2:09:45this really important.
2:09:45You now can have templates completely built out.
2:09:48And this is when I saved a while ago.
2:09:49So you can just use it very easy so you can click new template okay.
2:09:53And what you can do is you can fill this out again.
2:09:55Or you can just add the product that you want okay.
2:09:58Do this in boom and click save.
2:10:01And here's what you have.
2:10:02You now have a new template and obviously you name it.
2:10:04But that template can just be used again and again and again.
2:10:07So that's really really neat.
2:10:09But I want to show you
2:10:10one last thing before we move on estimates is if you come right in here to settings
2:10:13you now will have all these settings over okay.
2:10:22And then in settings this is
2:10:24going to be all the settings pertaining to invoices.
2:10:27So you have business information.
2:10:28This is just going to have all the basic business info.
2:10:31You have email configuration.
2:10:32So what emails is being sent from okay.
2:10:34You have title and terms.
2:10:36So this is any sort of you know invoice titles terms anything like that.
2:10:40So you plug that in right there to know what it's name.
2:10:42You have payment settings.
2:10:43So this is like the exact you know after what kind of days it goes
2:10:46after late fees tips, the kind of thing we just showed you earlier okay.
2:10:51Product settings again
2:10:52any sort of stuff
2:10:53with importing products from stripe to anything like that reminder settings.
2:10:56This is just like following up with people and email custom fields, whole video
2:11:00and that that's just fields that they don't have an high level.
2:11:02So maybe like special secret cars, a field, you know, whatever
2:11:06that is, like that, and then any sort of notifications to be sent to them.
2:11:10So right here I breeze through this
2:11:12because this just depends on what you're trying to do.
2:11:14But just know if you're trying to tweak this, it'll all be in settings.
2:11:18And this is just the basic business info, but that's how you would reach it
2:11:22right through there.
2:11:23Now we move on to estimates, which is a really cool new feature in high level.
2:11:28But before I even jump in, I just want to explain what this even is.
2:11:30So an estimate is a guess of how much an estimate is,
2:11:34a guess of how much something will cost given before the work is done.
2:11:38The example you might fix my car for around $200, but I'm not sure yet.
2:11:42So the whole point of estimates is like okay, someone wants something done
2:11:46like I want c0 done.
2:11:47It's like a proposal like this will cost X and this is great to send to people.
2:11:51So they have a rough idea of what's going on before they buy.
2:11:55All we do is we click new estimate and guys the rubric is the same.
2:11:59It's the same format across all of these okay.
2:12:01So we'll take their name.
2:12:02So we'll just do estimate SEO.
2:12:05And again you put in whatever you want.
2:12:06You have the basic Fo you select the exact customer dot.
2:12:08We're gonna do Mary Gordon okay.
2:12:10You estimate settings so estimate.
2:12:18Then you have estimate numbers.
2:12:19So what number is it. The issue date one just expire.
2:12:22Because again these expire add products just like before.
2:12:25We can click this right in here.
2:12:26Select the product right here.
2:12:28And boom you now have an estimate for this.
2:12:30And what you can do is you can change up pricing for that.
2:12:33Again frequency.
2:12:33How often do you want this to be sent and whatnot.
2:12:36And then any sort of additional options.
2:12:37So add a terms and conditions.
2:12:39See a contract.
2:12:40Add in the attachments are sent an invoice on top.
2:12:42And again these are great if you're not sure what sending it cost.
2:12:45And you want to just send someone a proposal.
2:12:47Estimates are great, but you guys are starting to see.
2:12:49Very simply, it's the same exact format.
2:12:51You just make sure the info looks good, you pick the exact sort of timestamp,
2:12:56and when you want to go out, the exact customer you want,
2:12:59add any terms and conditions and then you just click send
2:13:03and then you just click send and you're done.
2:13:05It's that that simple or save and this will save it.
2:13:08And this will save the estimate for later.
2:13:10And again right in settings it's the same thing I went over.
2:13:13It's just basic business info.
2:13:14So that's how you send an invoice and an estimate.
2:13:16So now let's move on to documents and contracts fast.
2:13:20I'm just going to explain what a document in the contract is and their difference
2:13:24a document is any file like a proposal report receipt used to share information.
2:13:30Example I create a document for the customer detailing the car repair process.
2:13:35It's just a document that outlines whatever you're doing.
2:13:38It's similar to an estimate,
2:13:40but it's just an internal document for any sort of thing you have.
2:13:43Contracts, on the other hand, is a legal document that both parties
2:13:47signed to agree to the terms, like agreeing on the price for car repairs.
2:13:51Example, A car repair contract outlines the cost services timeline.
2:13:56Both you and the customer agree to sign on the work.
2:13:58So this is legally binding.
2:14:00Like you get a house, you sign the deed.
2:14:02So this is like
2:14:04so the contract is just legally binding.
2:14:06It's like we get X if we pay you what.
2:14:09You know what I mean.
2:14:09And then both parties
2:14:10sign it and it's very much a contract shake hands are good to go.
2:14:14So this brings the legal side.
2:14:15So it technically is a document but it's the legal side of the document.
2:14:20So I know this can get a little confusing.
2:14:21But make sure you understand the difference between the two.
2:14:23So you're going to come right in here and click new. And you have two options.
2:14:26You can upload PDFs.
2:14:27So if you use Panda Doc you can just download and upload.
2:14:30And it will keep the rough format.
2:14:32Or you can do new documents.
2:14:33So what we're going to do
2:14:34is we're going to do new document and we're going to go through this.
2:14:37First things first.
2:14:38You want to name your documents.
2:14:40So we're going to do SEO document.
2:14:44And then we're going to go through.
2:14:45So first things first you add what you want here.
2:14:47So you can add text fields okay.
2:14:50You can add images.
2:14:51You can add videos. You can add tables okay.
2:14:54You can add a product list. As you're listening to your products.
2:14:56You can add a page break which separates it
2:14:58a signature which you know what that is a text field,
2:15:00a date, initials and a checkbox.
2:15:02So again
2:15:02what we'll do is we'll have a signature down here
2:15:04that's going to be so they remember this has to be legally binding product list.
2:15:08So we're going to do is remember the member of that product we created.
2:15:11Remember that. How cool is that.
2:15:13We're just going to add this in that way you guys can get away with a lot of stuff
2:15:17and just be done.
2:15:17So we're just going to do this SEO contract.
2:15:21And again I'm just kind of breezing through this.
2:15:22You guys want to make sure this actually looks good and not like this.
2:15:25But I'm just adding that very simply right there.
2:15:28Then I add a signature or I can add, you know, initials.
2:15:31And now this is legally binding.
2:15:33And this is going to show up in the submissions okay.
2:15:36So this is really important because now you can send legally binding contracts
2:15:40right in here.
2:15:42This is going to be how many pages do you want to the contract okay.
2:15:45Document variables when it was created sent out simple stuff like that.
2:15:48Recipients this is what you send it to.
2:15:51So if you come right in here and again you can make sure they sign it.
2:15:54But let's do where is Mary Gordon okay.
2:15:57And then you just pick whatever you want.
2:15:59So we'll just do guest visitor.
2:16:04And then to send to someone, you just pick exactly who you want in here.
2:16:07Or you can just click Add New client, put in their info and then click send.
2:16:10And what's going to happen is once
2:16:12this goes in, you'll just click send and it will immediately send it to them.
2:16:16So you just put in the content info and then it will send it to them.
2:16:19Then right here you can do any sort of payment setting.
2:16:21So again if we set up the product not really needing to do that,
2:16:24you can kind of just forget about that because the product can take care of it.
2:16:27And then you have any sort of settings,
2:16:29you know what the email is, what you want
2:16:31the email subject to be with custom fields and whatnot.
2:16:33So very simple, very straightforward.
2:16:35So again it's very simple.
2:16:37You just pick exactly what you want.
2:16:38I recommend you go in, you slap a product in there and then go in
2:16:42and then make sure, okay, you just add a basic signing.
2:16:45That way you'll have beautiful products pre-made.
2:16:48I'm again in my private community.
2:16:49I have a bunch of things and documents already built out in contracts
2:16:53that you can just plug in, slap your name on, and be done.
2:16:55That way you can sell much faster.
2:16:56But we're going to preview this real quick and boom, look how cool that is.
2:16:59Simple as that.
2:17:01And again, you just click save and then you're good to go.
2:17:04It's as simple as that.
2:17:06When you send it out you'll see right here I'll say waiting for others.
2:17:08So it's been sent.
2:17:09Completed will be the ones that have been signed
2:17:11and then payments of people collect it.
2:17:12So this is what you'll see right in there.
2:17:15So that's pretty cool.
2:17:16And then templates this is just the templates you've created.
2:17:20So you can quickly send out contracts.
2:17:21So say we went to that other one and we created a template.
2:17:24That template okay.
2:17:25From that other one we created would just be there again.
2:17:27And we could just change the initials or change you know who it is and send it.
2:17:30I recommend if you have services that require contracts, like someone building
2:17:33a porch or selling a car, whatever it is, create a standard template, okay,
2:17:38through through documents, contracts, save it.
2:17:41And then you have a template so you can just send it out
2:17:43and just change the initials or who it's being sent to.
2:17:46Huge time saver right there.
2:17:48Highly recommend you do it.
2:17:49And again for this you can just click New template okay.
2:17:52Add it in just like this.
2:17:54And through here it's the same exact thing we just went through.
2:17:57So you can do it like that.
2:17:59Or what you can do is you can upload a PDF which is just right here.
2:18:04You come and upload PDF, bring it, and then create a public document
2:18:06that anyone can use, which is like users in your team.
2:18:09But that's a great way to save time.
2:18:11So again, I highly recommend you go in there and you build out
2:18:14a document that and I highly recommend you go and you build out a contract
2:18:18that you can use for everyone, save you a ton of time.
2:18:22So that's how you do all of that.
2:18:23But again, there's a setting.
2:18:25So I want to be thorough and go through this in settings right here.
2:18:28It's going to have who is it sending from what
2:18:30email, any sort of blind carbon copy or who it's getting sent to.
2:18:34Okay.
2:18:34Again, basic custom fields and basic email configurations, which is important
2:18:39for when you're sending out because it's coming from you.
2:18:41So make sure you fill this out if you're sending this stuff.
2:18:43Team notifications.
2:18:44This is what users are being pinged.
2:18:46And then product invoicing is any sort of invoicing being attached.
2:18:50So just make sure you check this out.
2:18:53Again. Every business is different.
2:18:54So I can't really do examples because it depends on what you're doing.
2:18:57But again any questions you have you can drop them down below.
2:18:59But that's just how this process would work okay so.
2:19:06So now you're going to come into orders okay.
2:19:09So all orders is is for ecommerce.
2:19:10It's all of the people that have gotten from your website.
2:19:13It'll all be listed just like this.
2:19:15And abandoned checkouts is if someone has placed okay,
2:19:18like they were going to buy some shampoo and then they never basically bought,
2:19:21they just left it in their shopping cart like an Amazon.
2:19:24You may have products in your shopping cart.
2:19:25This way you can create an automation
2:19:27that will start hammering them with follow ups to get them to buy.
2:19:30Actually super important, this is a big one,
2:19:32but this is for e-commerce for using Shopify. So definitely.
2:19:35If you have any questions because that is money right there.
2:19:38Subscriptions okay.
2:19:39This is basically just like recurring products okay.
2:19:43And again it's the same rubric.
2:19:45You just pick the customer you want.
2:19:46You pick the exact, you know, product you want and you just click schedule game.
2:19:51You want to make sure your payment processor is dialed in.
2:19:54But it's very similar.
2:19:55You guys are starting to see it's the same thing across the board.
2:19:58So you just want to make sure you're like,
2:19:59okay, we have SEO that goes out every month.
2:20:01You just create the subscription, pick the person and send it out,
2:20:04pick the exact product and you're done.
2:20:06If you guys now see why one of your products first,
2:20:08it has to do with everything.
2:20:09Once you create a product, all of this moves so much faster
2:20:13it will save you so much time.
2:20:15And actually, speaking of saving time, payment links are amazing.
2:20:18These are basically quick payment links
2:20:20you can send out on the spot just to click payment.
2:20:22So you're not having a contract.
2:20:24So you're not having a contract.
2:20:26You're not doing any sort of more complicated stuff.
2:20:28You can just quickly send on a payment link and collect payment fast.
2:20:31And this is great for you to show your clients how to collect money quick.
2:20:37This I actually think is very underrated and you need to be teaching
2:20:40service based business how to do this.
2:20:42So again boom we click the product, save a bunch of time.
2:20:45Looks real cool.
2:20:47You have any sort of options so require customers to add a phone number
2:20:50collect customer address, allow coupon codes
2:20:52which we're going to go over in a second,
2:20:53and then letting you just the quantities and anything like that.
2:20:56And then you have what do you want the payment button to say.
2:20:58So we can have it say book.
2:21:00You can have it say donate.
2:21:01You can change this up here to whatever you want. Okay.
2:21:04You add terms and conditions, which is great if you're like
2:21:06like a basic simple contract on there and then your name up here.
2:21:09And then you just click save.
2:21:12And then when you're done you just click save.
2:21:14These are awesome
2:21:15because you can just send this out immediately and you have a basic.
2:21:30And these are amazing because they'll say you so much time.
2:21:32And also to save your clients so much time.
2:21:34We come right in here
2:21:37and we'll come right in here and boom, this is what it looks like.
2:21:39You can just send this to them instantly and they just pay.
2:21:42So big times actually for your agency you should also have this dial
2:21:45do because this will save you a lot of time.
2:21:47That way when someone's like dude, I'm ready to go, you're not sitting there
2:21:49like, oh, clicking buttons and trying to figure out what to do.
2:21:51You get that payment link, you send it,
2:21:53you collect payment and then you're good to go.
2:21:55So once you're done,
2:21:56you just click save or you click copy and send to the customer.
2:21:59So really, really recommend you guys, you know, lean into the payment links
2:22:03because they'll save you so much time okay.
2:22:06Then we have transactions.
2:22:07This is just all of the transactions you have across the entire products
2:22:12board all down here, which awesome super super cool.
2:22:16You see all that.
2:22:17And then back in here we have products and we have a couple different things
2:22:20in here to go over.
2:22:21So you have collections.
2:22:21So this is just groupings of products.
2:22:24So if we come to create collection we pick the name you want.
2:22:27So we'll do test add the image you want.
2:22:31Pick anything like that.
2:22:38So then we have collections.
2:22:39So all this is is groupings of products okay.
2:22:43So it's like everything to do with toothbrushes.
2:22:45Everything to do with.
2:22:49This is like everything to do with toothbrushes, everything
2:22:51to do with shampoo, all the different kinds of shampoos or stuff like that.
2:22:54You just click create collection, but the name and put the image
2:22:56in, go through the additional options and create it.
2:22:58Again, you don't have to have that.
2:23:00That's an additional feature they have.
2:23:02Inventory is going to be if you have like physical stuff.
2:23:05So if you're selling shampoo you're selling cars
2:23:07and there's actual quantities.
2:23:09So there's no quantities because it's pickles.
2:23:11So this is we're going to see your inventory.
2:23:12This is really big for e-commerce.
2:23:13And then reviews which is pretty cool is reviews on products or services.
2:23:18So someone can go, oh I didn't like this shampoo.
2:23:21And they leave review.
2:23:22So it's very much like Amazon's reviews for if you have an e-commerce store.
2:23:26And yes, you could do through that.
2:23:29And so you could do you know,
2:23:31so you could have it for SEO, but you don't really need it.
2:23:33But that's kind of how that works.
2:23:34So now that you understand all that, I want to show you
2:23:36how to set up a quick product page, because I think this is really,
2:23:40really important.
2:23:41And then we're going to go right into coupons.
2:23:42So we're going to come right into sites okay.
2:23:46We're going to get into new funnel.
2:23:48We're just going to do from blank.
2:23:50We're going to get.
2:23:53I'm going to click.
2:24:00So now I want to show you how to create a product page.
2:24:03So we're going to come right down the sites okay.
2:24:05We're going to go over coupons here in a second new funnel.
2:24:08We're going to pick this.
2:24:08We're just going to do test I'm going to click create.
2:24:12So we're going to click Add New step okay.
2:24:14So we're just going to put test.
2:24:16And you put
2:24:16whatever the name you want in here we're going to click Create Funnel step.
2:24:19What I'm gonna do is I'm gonna show you
2:24:20how to just slap a quick product in and then be able to add coupon codes.
2:24:24Just for an example.
2:24:26Again, what a product is, is if you have a bunch of pages on a website
2:24:29and then you can add this, however which way you want.
2:24:31You can have this on a website page you can have.
2:24:33This is just where your product will be listed so people can buy on the spot.
2:24:37So we're going to come right in here.
2:24:38We're going to click Edit in New tab.
2:24:40Right in here we'll just do full width section right here.
2:24:42We'll just do add a row.
2:24:44We'll just do one column.
2:24:45We're going to do now is we're just going to come right in here.
2:24:47We're going to go to.
2:24:50So we come right in here.
2:24:50We're going to go to elements.
2:24:51We're going to scroll all the way down.
2:24:52We're just going to do a one step order form.
2:24:54You can do a two step, but I'm just showing you the basics.
2:24:56So what this is, is this is now a page that you can plug your info into.
2:25:01So we're gonna do is we're going to come right in here.
2:25:03Okay.
2:25:03We're going to come to.
2:25:08Through here before we add the product.
2:25:09You can edit it all right here.
2:25:10So if you go under advanced you can get rid of headline.
2:25:13You can get rid of shipping if you don't have it.
2:25:15And everything here will be right here.
2:25:17So let's say you don't want,
2:25:19you know, to have phone number, you don't want to have shipping.
2:25:22You just would come in and click it out or just go like this and get rid of stuff
2:25:26just like that.
2:25:27So you pick exactly what you want in here, okay.
2:25:30And that's up to you. Again enable cart mode.
2:25:33That's going to now them to pick quantity. So we get rid of that.
2:25:36They will not be able to do that.
2:25:37Once you have your product in any sort of pricing information order busses.
2:25:41If you have e-commerce and just basically upsells something else,
2:25:45enable coupon codes if you have coupon codes enabled, terms and conditions.
2:25:49If you have this like a mini contract
2:25:50or toss, you can add it just like that and any other things you want.
2:25:54Sticky contact.
2:25:55This just allows them to leave their content so they can keep buying.
2:26:00If this is ecommerce, new contact means they have to refill in it just like that,
2:26:04and then validate disposable email and other simple stuff like that.
2:26:08So it's very, very straightforward.
2:26:10Again, the reason why I'm breezing through this is
2:26:11I have other videos on funnels and adding this in.
2:26:14So I'm assuming you've watched that and you get how to do this.
2:26:17If you don't understand it, please go watch it
2:26:19because the video dedicated to literally what all this stuff does.
2:26:23But I'm assuming you know that.
2:26:24So let's move forward.
2:26:25So as you see right here we now need to add our product.
2:26:28So we're going to come up here and click save.
2:26:30We're going to go right back.
2:26:31And we're going to click back okay.
2:26:33And now we're going to add a product in.
2:26:36Once we're right here on the exact page we just set up
2:26:38we're going to go to products I'm going to click Add Product.
2:26:40And we're going to click the exact product we create.
2:26:42Can't you happy now that we created the products first
2:26:44because you use it for everything the exact same price you want.
2:26:47Everything else is good.
2:26:48Any sort of additional options you want to have.
2:26:50But I think this is perfect. So we're just going to click.
2:26:52And then down here you're just going to want to put one
2:26:54that's just like for charge quote holding a charge on a card.
2:26:58So we just click save.
2:26:59And then we're going to do is we're going to come back here okay.
2:27:02We're going to come right to test.
2:27:04And from there you're all good to go and you're all connected.
2:27:07And then what you would do is you would just come right back here
2:27:09and you would view it so you can see said product info.
2:27:13Again, we don't have payment processes set up for this test account.
2:27:16So you know it's not going to pop up. But that's how you would do it.
2:27:18You just view it and then you'd be good to go.
2:27:20But here's the other thing I want to show you.
2:27:23And then you would be good to go.
2:27:25I want to do is I want to now show you coupons because what coupon is, is
2:27:28if you come right in here to this page right here, it'll be right here.
2:27:32And it will give them a code.
2:27:33So a discount off which is really, really cool.
2:27:36So we come right here to create coupon in case you can put your coupon name in.
2:27:40You enter your coupon code or you could generate
2:27:42and it will give you said coupon code.
2:27:44You can do it for a select.
2:27:46You can do it for percentage coupon fixed coupons.
2:27:48So we'll do percentage. So again I'll be 50% off.
2:27:50You click the start date. Remember it has to have a date.
2:27:53Coupons don't last forever I mean you could technically make them that way.
2:27:56And then end date will just do the 30th.
2:27:58You pick the exact time you want. Then you have a couple of options.
2:28:01So limit the number of times that can be used.
2:28:04Okay.
2:28:04Limit this coupon to certain offers, limit to one use
2:28:07per customer and then apply any sort of stuff for recurring info.
2:28:10So you would just come in there, pick which one you want and then click.
2:28:16And then click create okay.
2:28:18So once it's created what you would do and this is going to be scheduled
2:28:22because it's not rolling out just yet. It's rolling out in the 22nd.
2:28:24You would just copy and paste this this link.
2:28:26And then when you're
2:28:29and then you would come in and you just enter it
2:28:31like that and click apply and you'll get the discount.
2:28:33And this is great if you create this coupon code
2:28:36and you have people coming in and you're like,
2:28:38oh my gosh, lets you know, give them a coupon code.
2:28:40And this is and this is so powerful for if you're running, you know, email
2:28:44marketing glass SMS blast and you want to get more people in like
2:28:47especially for Harrison's big use the coupon code.
2:28:49If you bring a friend, you'll save 50% off.
2:28:52This way you send it out in your email, your SMS, or whatever you're blasting,
2:28:55and they can just take that coupon code and apply it.
2:28:57Great for database reactivation.
2:28:59Two, you can just use this and then get a ton of easy sales
2:29:02because people are getting a discounts incentive for them to buy now.
2:29:05So that's how you would do that.
2:29:07You would just go through follows exact same steps and then you're good to go.
2:29:10Last but not least, we have settings.
2:29:12And we kind of went over a lot of this already in different spots.
2:29:15But I'm just going to run you through it anyway.
2:29:17So you have receipts.
2:29:18So this is the receipt that gets sent X1 buys.
2:29:21You have the basic email.
2:29:22So some of the front the from name that always gets sent
2:29:25the from email which you guys want to configure and come click save.
2:29:28So every time you send an email it's from the same exact person.
2:29:32That's not switching every time. Taxes.
2:29:34Again consult a lawyer about this.
2:29:35We're, you know, do your own research.
2:29:37This just depends on what you're selling.
2:29:39You know,
2:29:39different things vary and you just click if you want them included or not.
2:29:43And then add what tax categories you have.
2:29:46Again, every business is different.
2:29:48So you got to figure that out for yourself.
2:29:50Notifications.
2:29:51This is just the notifications from you know with people being
2:29:55and then notifications is just,
2:29:56you know, as you said right here for the abandoned cart.
2:29:58If someone doesn't, you know,
2:29:59check out what their stuff it sends them and it'll just notify you.
2:30:02So you understand.
2:30:06And then
2:30:07notifications you have like the abandoned cart, which again,
2:30:09if someone doesn't pay, you know,
2:30:11when they have that stuff living in the in the cart, it'll basically go through
2:30:14and send you notifications so you know exactly
2:30:16what's going on them to and then any sort of order confirmation.
2:30:19So someone buys mute pings, you going, oh, somebody just bought shampoo
2:30:23or whatever you want.
2:30:23Shipping delivery.
2:30:24If you have an e-commerce store and you have shipping
2:30:26products, you're going to want to add zones in here.
2:30:29And the way you do this is you just click Add Zone.
2:30:31You pick, you know,
2:30:32the country, you pick the place, whatever you want, and then you add it in.
2:30:35So then it calculates the shipping costs, which is really, really cool.
2:30:38And then shipping origin, you know, pick the basic info,
2:30:41business name, phone, email, street address and other simple stuff.
2:30:45That way you plug this all in and then you're good to go.
2:30:48So it's very simple. It's very straightforward.
2:30:50You just want to make sure you go through and configure all this,
2:30:52especially if it's for your clients.
2:30:54Have them go in and just fill this stuff out
2:30:56so you know exactly what to do if it's for E-com,
2:30:59because you may want to check that out.
2:31:00That's it. That is the entire payments page.
2:31:04So that is it.
2:31:04That is the entire payment section covered.
2:31:07I went through this super in-depth. I hope this answered your questions again.
2:31:10I'm assuming you knew certain parts of this, so please,
2:31:12if you didn't understand certain things like, you know, creating pages
2:31:15and you go to my channel, I have tons of, you know, resources on this.
2:31:18Also, if you have any questions about anything at all,
2:31:21okay, like strategy, how to do this,
2:31:22just drop a comment down below and answer it really fast.
2:31:29All right.
2:31:30So to access high levels vibe code, you're going to come right down to AI studio.
2:31:33And if you don't see that you need to enable it in labs.
2:31:36Now if you guys want access
2:31:37to my free coaching and my free community, the link is right down below.
2:31:41So there has been a ton of updates with this.
2:31:43It's just gotten way better.
2:31:44But also for the website side guys, I know a lot of you had problems
2:31:47with forms and calendars.
2:31:49I'm going to show you how to do all of that video,
2:31:50so don't worry, we're going to really make something that works
2:31:53through and through, and I'm gonna test for you.
2:31:55So first things first, what really is this? This is a vibe coder.
2:31:57If you don't know what that is, you can just tell it what to do.
2:32:00Build me app and it will build the app you can see down here.
2:32:03Here are some examples. You can build landing pages, dashboards.
2:32:06You can build e-commerce sites.
2:32:07Don't worry guys I'm going to test live. I'm going to show you all of this.
2:32:10Portfolios, blogs, task managers, chat application, restaurant, food ordering,
2:32:16fitness tracker, social media feed, calendar, scheduling, even a weather app.
2:32:19Applications. Yes, it can code for you.
2:32:22This is a AI coder, so we're just going to get right into it.
2:32:25And I'm just going to show you what this can do
2:32:27and really walk you through all of the different parts of this.
2:32:30So we're going to say build me an app that is a fitness tracker
2:32:34and calorie calculator for weight loss.
2:32:39Make it super modern and functional.
2:32:43Now we're going to click enter.
2:32:44And in seconds it's going to build an application.
2:32:48Coders are gone man I'm telling you check this out.
2:32:50Boom.
2:32:51Look at this literally.
2:32:53Holy crap. Let's go through this.
2:32:55Look at this.
2:32:57Look how crazy this is.
2:32:59I mean, like, what is this? You seeing this?
2:33:02This is what this vibe critic can build.
2:33:04This is way better than base 40 for any of these other vibe coders.
2:33:07This thing is insane because we can connect it to the CRM of high level.
2:33:11But look at all this.
2:33:12It's got everything. And I barely typed in anything.
2:33:14But look how clean this is.
2:33:15I mean, this is a real application that we just built.
2:33:19Absolutely insane.
2:33:20Now we can literally.
2:33:21Edit everything on this right hand side very simply.
2:33:24And you have a couple of options
2:33:25you can upload stuff to say, hey, I want it like this.
2:33:28You can do
2:33:28visual edits where you go through and you select elements like this
2:33:32and play with it, okay.
2:33:33And then we can just text in here.
2:33:35So we're going to come right back in here okay.
2:33:37And watch this.
2:33:38We're going to say now make all colors blue and red.
2:33:43And we're going to click enter. Now watch this.
2:33:45And we can literally edit anything.
2:33:46Guys when I say you tell it
2:33:47what to do it will change everything inside of the dashboard like Radi did.
2:33:53It look how fast that was like three seconds I did it.
2:33:55You can change anything. You can change the fonts they cause.
2:33:57You could have it be just for running.
2:33:59You name it, whatever you can think of. Yes.
2:34:01You watching this video, you can have the AI vibe coder do.
2:34:04It's a
2:34:04whatever you want kind of thing,
2:34:06whether you want the colors, whether you want it to just be one thing,
2:34:08whether you want to just be a calculator, you type in right in this box
2:34:11what you want it to do, and it does all of it for you.
2:34:14I mean, you're seeing how fast to edit it.
2:34:15This is all live, but man, it's clean.
2:34:17Look at this. Wow.
2:34:18It's amazing.
2:34:19I love the Red sea.
2:34:20It didn't knew how to do the red if it just did.
2:34:22Red and blue. Red and blue be abrasive on the eye.
2:34:24But it's doing it for the exact kind of thing where red would be needed.
2:34:28So like, watch out for your carbs.
2:34:29You know what I mean? So this is awesome.
2:34:31I mean, this is just absolutely insane.
2:34:33So this is essentially the vibe coder.
2:34:35Now I'm going to go through the website side in a set
2:34:37because I know this is what a lot of you guys have questions
2:34:39on this going to be how to connect forms.
2:34:40Because again, this is going to be an update tutorial.
2:34:42But let's go through a couple of things. So first off you have revisions.
2:34:45So this right here is going to go back.
2:34:46And if you click this it's going to go back
2:34:48to the original revision of said edit.
2:34:51And this right here it's the history.
2:34:53So all the edits you make if you want to restart,
2:34:55say you didn't like it as opposed to talking to the vibe coder,
2:34:57you could come in and just say, hey, I want the old version.
2:34:59This is where you do it right up here and you just X out.
2:35:01If you don't want to see that this is going to be the sidebar,
2:35:03make it full screen. Non full screen.
2:35:05This right here is going to be the preview of it okay.
2:35:08This right here is going to be the code.
2:35:10So if you're a coder and you want to play with all this stuff.
2:35:13Be my guest. And then more this is really important.
2:35:15This is for websites.
2:35:16And this is where you're going to get all the SEO side of things.
2:35:19So if you come in here you can basically turn this on.
2:35:21It has to be published first to enable this.
2:35:23And then guys, don't worry, I'm going to show you
2:35:24how to publish stuff here in a second to make it live.
2:35:26But we have basically all the things you could possibly want.
2:35:28And then here you can copy said prompt.
2:35:30So we copy it and then we come over here, check this out.
2:35:32Boom. We paste it and it's going to do so.
2:35:34You see how cool that is. So again all of this is under more.
2:35:36So say we come back out here and we're playing with this.
2:35:39We just come up here, we click this right here and right here.
2:35:42If we need to copy these bad boys, we come right in and we put it right in here.
2:35:46And then we tell it what to do and it's going to start SEO optimizing.
2:35:48So that's really big for websites.
2:35:50But more is where you're going to do all the SEO kind of stuff.
2:35:53And then right here if you want to submit to Google Search
2:35:55Console, which is big thing for SEO,
2:35:57your sitemap, you can click learn how it's
2:35:59going to walk you through the steps just like that.
2:36:00I have other videos on that though, if you're interested, so just let me know.
2:36:02That's essentially what all these tabs do over here.
2:36:06Let's see. Am I leaving anything out?
2:36:09No, that is it.
2:36:10You understand how to use this whole builder?
2:36:12This is kind of like the visual side of things.
2:36:14Now, I'm going to come back before we do the website
2:36:16because I want to show you some stuff. So we click this. We can do appearance.
2:36:19So this one can be dark mode system light mode, kind of the same thing.
2:36:23All projects are going to be right here.
2:36:24You can store them if you want. Important if you have a lot.
2:36:26And then right here you say
2:36:27you can star rename move to folder clone if you want to duplicate and then settings
2:36:31which is this right here which you can show projects
2:36:33name source code and deleting if you want to delete it.
2:36:35And then domains we're going to do that later.
2:36:37That's how to make things live.
2:36:38But that's how we access all of this.
2:36:40This right here too is just a quick tab to kind of access things quickly.
2:36:44Version history star boot folder.
2:36:46Same thing we just did before.
2:36:47Again, all of that's right in here.
2:36:49And then we have my projects, which is going to be all the projects
2:36:51you have starred, which is everything you start.
2:36:53So if we click this star right here, watch this.
2:36:55It now appears in starting guys.
2:36:56Right now this is like well what I need that for.
2:36:59If we come in here this is another account I have.
2:37:01Look how many I have.
2:37:02So if I star a couple of these because I have so damn many,
2:37:05we come to start, it only gives us this star.
2:37:07So again it comes down to like, if you have a ton of stuff like this,
2:37:10you get to want to be organized with folders.
2:37:12Right now there's not much, but as you saw,
2:37:13when you have a ton of projects, the starting becomes really important.
2:37:16And again, right here you can rename move to folder clone settings delete.
2:37:21So we want to delete it type and delete.
2:37:22And then you're good to go. It's all right there.
2:37:24The templates we already went through that.
2:37:25And that is all of this.
2:37:26So that is essentially said vibe coder.
2:37:28It's AI studio. But that is not all.
2:37:31So that is just the basics of how to use the vibe code.
2:37:34Okay. Like you get it. That's how you type stuff in.
2:37:36This is what all of these things mean.
2:37:38But now we have to go another level, which is how do we build stuff in the vibe
2:37:42coder, then connect it inside of go high level.
2:37:46So everything is connected and actually working is that's a whole different story.
2:37:51So let's get into it. Let's start with a website.
2:37:53So we're going to say please build me a plumbing website
2:37:58for John's Plumbing and make it
2:38:02super modern and amazing.
2:38:05And we're going to click enter.
2:38:06Then from here we're going to go through building this whole thing out.
2:38:08Wow. Just like that it built this entire thing.
2:38:12Dude I'm always amazed by this vibe
2:38:14these kind of websites would have taken forever before that.
2:38:17Let's see.
2:38:18Look at that. Beautiful.
2:38:19This whole thing is amazing.
2:38:21Okay, I love it.
2:38:22I want to make sure this entire thing is working properly.
2:38:24So first let me show you what kind of edits we can make.
2:38:26Then I'm going to show you, because I know a lot of you guys want to see this.
2:38:28How do we actually make things live?
2:38:30How do we get this thing to actually work?
2:38:33Because a lot of people vibe code shit and then it doesn't work.
2:38:35It's just kind of like there. And they're like, well, what do we do now?
2:38:38Well, let me show you.
2:38:39And I also show you some stuff that I know you haven't seen before.
2:38:41So again, just like before, if you want to edit
2:38:43your vibe coded website, we just talked to this right here
2:38:45so we can say, can you please make this an H vac company?
2:38:52This is crazy. This is going to blow you away.
2:38:54Called John's Plumbing from Las Vegas.
2:38:58Just keep the feel but change that.
2:39:03So we're going to go through this I want to show you one quick edit
2:39:05because I want to show you how powerful this.
2:39:07So we can really switch this however we want.
2:39:08Then let's get into the fine tuning of switching forms
2:39:12and making sure this thing actually works so we can get this live just like that.
2:39:16The entire thing has now been updated to H.
2:39:19Do you see how powerful that is?
2:39:20All right.
2:39:21I absolutely love this,
2:39:22but let's get into the most important part,
2:39:23which is how do we get these apps or these websites on the vibe coder to
2:39:27actually work?
2:39:28This is a question I'm getting constantly.
2:39:29People like Joe Wizard, how do you actually get this thing
2:39:31to take forms work to actually do the thing that it's trying to do?
2:39:35Well, let me show you, because this is going to be
2:39:37the most important part of the video.
2:39:38I'm going to show you some stuff with automations that is absolutely huge.
2:39:42It's the first thing we do is we got to connect to forms.
2:39:44We're going to say, please connect this to CRM.
2:39:49So forms properly work.
2:39:52Because guys we need to properly test this inside of go
2:39:55high level to show this working.
2:39:56So I'm going to go to contacts
2:39:57and we're going to make sure this literally pulls the lead.
2:40:00So we're going to click connect.
2:40:01This is really important guys.
2:40:02Follow along because this is how this entire thing is going to work.
2:40:05You have actually connect it because I want to show you guys
2:40:07how to have five coding sites that actually work, because a lot of
2:40:09you guys are building these and then you're like, what do I do?
2:40:11We don't want that. We want this to actually work.
2:40:13So see what it does okay.
2:40:14So it says tracking submitted okay.
2:40:17So this is it.
2:40:18Well let's let's see if this this actually works.
2:40:20You know what I'm saying. All right. So here's contacts.
2:40:22We're going to run it through. So we're going to come right here.
2:40:24We're going to do g h l wizard test email.
2:40:28We're going to do g h wizard test.
2:40:32This better work. Let's see what happens.
2:40:35We went through. Let's refresh it. Boom.
2:40:38Look at that.
2:40:39There it is GL Wizard test. Let's look at it.
2:40:42Look at this.
2:40:43Yes. That's everything I just put into here okay.
2:40:46Step number one completeness. How awesome is that.
2:40:49Okay so it's working.
2:40:50We got step number one working. It is taking form.
2:40:52Please do.
2:40:53This guy's when you go through click connect to the CRM.
2:40:55Do exactly as I say to get this into work I'm trying to show you full go
2:40:58high level five coder tutorial which is you know, studio AI studio.
2:41:02So you got to make sure it's working.
2:41:03Okay. So boom, we do that.
2:41:05Okay. That's step number one. Now little massive pro tip.
2:41:08That's actually a massive update which is the automation side of this
2:41:11which is just something because I'm a wizard I'm going to show you.
2:41:13But check this out.
2:41:14So if we come in here
2:41:15and we're just going to do create workflow, start from scratch,
2:41:18I want to show you something really cool with this.
2:41:20If we come right in here I want to show you something.
2:41:22Look at that. Do you guys see that?
2:41:24We can now submit as an event AI studio form submitted.
2:41:28So we have a studio form submitted. We click this right here.
2:41:30We click select AI studio form is John's HVAC form.
2:41:34What is that? That's John's form.
2:41:37So now if we save this we now have a trigger
2:41:41that when this form gets submitted, we can now trigger
2:41:45anything pretty much inside of go high level.
2:41:47So now automations is connected to the AI studio again,
2:41:51the vibe coder and high level is insane because unlike other platforms
2:41:54where they just have a vibe coder,
2:41:56this is a vibe coder connected to an entire serum and marketing platform.
2:41:59Yes, it actually works.
2:42:00So from there you guys now know you have a form submitted.
2:42:03Okay, that is for this exact thing.
2:42:06And guys, this is absolutely insane.
2:42:08So then once you have your forms working we then can see a couple of things.
2:42:11Okay. How does this look on mobile desktop.
2:42:14That's the beauty of the vibe coder. It is responsive.
2:42:15So this right here we'll do that okay.
2:42:17And then you can just refresh the page very simply like that to see new edits.
2:42:21So once you've got, you know
2:42:22mobile responsive everything is the way you want it to be.
2:42:26Forms, numbers, everything is working and you have verified in the CRM
2:42:29and you got your automation styled. We now need to make this thing live.
2:42:31So what you're going to do is you're going to click publish
2:42:33and you're going to see something really interesting here.
2:42:35It's going to say John's Plumbing and it's going to be essentially a vibe for you.
2:42:39That's what it is right now.
2:42:40So if you click publish you'll see you can put in the icon and title.
2:42:43So this is just for your own which is these little things up here,
2:42:48the exact title description. This is all for SEO.
2:42:50And you can click publish.
2:42:51But here's the thing. It's just on a vibe preview.
2:42:53It's not actually going live because it's just a vibe preview.
2:42:56So if you see here okay, wow, it's live and it is live technically,
2:43:00which is cool, but at the same time it's just a vibe preview, okay.
2:43:04And you can view an app or you can share.
2:43:06Now if you want this thing really live on a domain, well,
2:43:09you're going to have to make sure that you actually have a domain set up.
2:43:14So you see right here Sierra says add custom domain and edit settings okay.
2:43:18That's what we're going to do. So we click Add custom domain.
2:43:20We need to put our domain in here.
2:43:22So we're going to go back right here
2:43:24I'm going to show you something because this is so important guys.
2:43:26And we come to where is it domains in your redirects.
2:43:29You have to have a domain in here for this to work.
2:43:31Now technically you could connect something from GoDaddy,
2:43:33but you need to put in your domain right in here.
2:43:36And once you have your domain okay, you're then good to go.
2:43:40And it's as simple as that.
2:43:42Now guys, if you don't have a domain okay.
2:43:45You need to learn how to get one okay.
2:43:47We walk through this, but I have a whole video tutorial on
2:43:49how to get domains, how to transfer them from GoDaddy, all these other places.
2:43:52So drop a comment down below and say, I want to learn how to do domains
2:43:55and I'll show you because it's really, really important.
2:43:58But that's all you literally do.
2:44:00You slap in your domain, you click connect and then this bad boy is live on
2:44:04said domain.
2:44:04But you have to have a domain for it to work.
2:44:06Some of you guys are just trying to connect it to random stuff.
2:44:07You gotta have it inside a high level for it to work.
2:44:09So that is how you properly use the vibe coder with websites.
2:44:13It's really amazing.
2:44:15I mean, I'm telling you right now, guys, this whole thing is amazing.
2:44:17If you come back here, you can build whatever you want to me.
2:44:20Literally says, let's build something amazing. You can build whatever you want.
2:44:23And that's why I love these kinds of tools.
2:44:25It lets you go wild with your intellect.
2:44:27You can build whatever you want.
2:44:29Hey, I just wanted to say thank you so much for watching.
2:44:32And guys, if you want access to more support and help from me
2:44:36personally, I have something very special for you
2:44:39and that is access to my private community and 30 days of go
2:44:42high level completely for free in the link right down below.
2:44:46So when you click that
2:44:47and you sign up or you upgrade under me, you're going to get access to all of this.
2:44:51So first off, you get access to this entire private community
2:44:54full of winners, as you see here, people landing clients left and right and a place
2:44:57where you can ask questions
2:44:59and actually get one on one support from me 24 over seven.
2:45:04And we do this to basically give you handholding every step of the way.
2:45:07So if you're lost, you can just come to us and we'll help you.
2:45:10And again, it's free.
2:45:11Also, you're going to get access to every single one of my video trainings,
2:45:15client getting systems, high level snapshots done for you, AI agents,
2:45:19sales scripts, AI prompts, and even another top affiliates bonuses.
2:45:24No one else has this on YouTube or anywhere else.
2:45:27And as you see guys, all of this is free.
2:45:29And the reason we have this entire Learning Resources
2:45:32tab is we're just going to give you all the stuff
2:45:34that's already built and done for you, so you can skip a lot of the setups
2:45:37and make this whole process way faster and way easier.
2:45:41And just when you thought it couldn't get any better, well it does.
2:45:44We have seven live coaching calls you can attend every single week for free.
2:45:49I'm talking help with sales, help with go high level learning, go high level okay.
2:45:54Setting up go live systems calls with me.
2:45:56The go wizard help getting clients even calls with Don Baptiste as well.
2:46:00Guys, you get all of this for free.
2:46:02That way you have access to my team and me every single day of the week.
2:46:06Free guys.
2:46:07This is one of the main things that's going to kind of determine
2:46:10whether you make it or not with high level, okay?
2:46:12I'm not saying that you can't do it otherwise, but I've seen a lot of people,
2:46:16when they have the right support in place, it makes a huge difference
2:46:20in their high level journey.
2:46:21And that's why me and Dominic Baptiste right here
2:46:24have some of the lowest churn in the go
2:46:26high, low community, which is proof that we actually help people.
2:46:28Last but not least, I have a program where I give out free clients.
2:46:32You don't have to pay for it. You obviously have to earn it.
2:46:34And it's not guaranteed. It's not a promise.
2:46:36I'm going to do this for you, but I do do it.
2:46:38You can come right in
2:46:39and you can see videos of people saying, I have given them free business owners.
2:46:42Yes, I'm one of the only people that does this.
2:46:44I'm actually the only person that does this.
2:46:46And guys, this is literally so unbelievably valuable.
2:46:50But I only have limited clients and I don't know how long I can do this for.
2:46:53So make sure you get in now while you can because this is the absolute best
2:46:57community okay.
2:46:58So if you guys want access to this, click the link right down below.
2:47:01Either sign up for a 30 day
2:47:02free trial or upgrade under me and I will see you in my community.
2:47:06Guys, it's risk free. It's the best.
2:47:13So to access Agent Studio, you're going to come in to go high level dashboard.
2:47:16You're going
2:47:16to come right down to AI agents, and then you're going to click this right here
2:47:20Agent Studio.
2:47:21So this right here, Agent Studio is where we create
2:47:24super agents that are now known as managed agents.
2:47:27Now I want to let you guys know if you want free
2:47:29one on one coaching from me and my private community.
2:47:31The link is right down below. Okay.
2:47:34So we're just going to get right into this and not waste any time.
2:47:37So to build a managed agent
2:47:39we're going to click Create Managed Agent just like this.
2:47:42Now I want to let you know there has been so many big updates from the way
2:47:45the triggers work to what you can do to actually the functionality.
2:47:49So much has changed.
2:47:50So it's really important that you go through this video
2:47:53and you watch it very closely, rewatch it if you have to, and if you have
2:47:55questions, drop in the comments down below because so much has changed.
2:47:59So if you don't know what a managed agent
2:48:01is or what Agent Studio does, it essentially creates agents
2:48:05that do entire workflows slash tasks inside of high level.
2:48:10So ask AI you can think of as like very much an assistant, the AI chatbot.
2:48:14It's very much as bots that go and chat with people.
2:48:16But this is a little different.
2:48:17This is like creating bots that do entire things inside a goal.
2:48:21So if you wanted like a reputation management agent, you could set that up.
2:48:24Do you want something controlling all of your emails where it's like building out
2:48:28the email campaigns, automations, doing all that stuff?
2:48:31That's what these agents are for.
2:48:33So it's very much like a worker agent.
2:48:35It's a little bit different than the rest.
2:48:37And they're very powerful and they're mixing
2:48:39with all the other agents and they're kind of becoming one.
2:48:41So this dashboard is where you're going to build.
2:48:43So you have a couple different options. You have pre-built out.
2:48:45So these are all pre-built out.
2:48:47So if you click one of these it's like just a basic use case.
2:48:49It's going to pull it up and get it ready.
2:48:51So I'll show you right now if we click this it's going to pop up just like this.
2:48:54And we're gonna get into this in a second.
2:48:55It's going to be done already. It's like pre based.
2:48:58So we're going to leave. We're going to come right out here.
2:48:59We're going to go back to this. That's what that does.
2:49:01So it's just going to be a knowledge base assistant
2:49:04a community moderator, an email campaign blah blah blah.
2:49:06It's going to have it pre-built.
2:49:07By the way, guys,
2:49:08if you're running a community checker cluelessness,
2:49:10you can actually have a community bot that runs your community.
2:49:12Pretty cool, but these are pre-built.
2:49:13Then over here, this is where we can talk to the agent and have our own.
2:49:17So we can make custom bots.
2:49:19So you can come in here, you can ask at one of these,
2:49:21or you can just type in exactly what you want.
2:49:24Either one works. This is just example.
2:49:27So we'll come in and we'll say build me a bot that okay
2:49:32sends five star review requests to local businesses
2:49:38after they have finished the job,
2:49:42then post those five star
2:49:46reviews on my social media.
2:49:49Again, this is a demo.
2:49:50We don't have all that connected because this is a demo sub account.
2:49:53It's fictional, but you can do this. I've done this before.
2:49:56You can literally create pretty much anything you can think of.
2:49:58So for this we're doing this exact example.
2:50:01Yeah we'll start with that.
2:50:02Then we're going to click enter and watch this.
2:50:04It's going to go through and it's going to build it.
2:50:05And it's going to give you a couple criteria.
2:50:07So we're going to do this pipeline right here.
2:50:09Use these picks
2:50:10I'm going to ask you a couple questions to fine tune it within the sub account.
2:50:14Boom okay. It says it's done.
2:50:16And then we're brought to this page right here where it is all set up.
2:50:20Now this is where the real tweaking of this video goes,
2:50:23because this is how we build this thing out.
2:50:24And I want to let you know
2:50:25if you want to make updates, you can just text right in here
2:50:28or do the voice dictation to make it changes on the right.
2:50:32So it's very much how it works. It's just like a prompt based AI agent.
2:50:34We do that. But over here we can also edit all of this.
2:50:37And that's really what we're going to go through today.
2:50:39Again, if you guys have questions drop down below
2:50:41because we're going to get really in depth.
2:50:42So first things first we're going to start with the triggers.
2:50:45Now this has been a big update because they've added so many of these.
2:50:47But this is when this bot gets started.
2:50:49These are the triggers.
2:50:50So we already have finished job review quest.
2:50:52Amazing already dialed.
2:50:54But if you click Add Trigger right here
2:50:56you will see there are so many different triggers.
2:50:59Okay we got lead tags. We got appointment booked.
2:51:01We have form submitted chat message schedules.
2:51:04We can schedule these to anytime.
2:51:05Kind of like ask AI content created lead tag opportunity created.
2:51:09Opportunity. Status changed. Appointment. Booked. Appointment.
2:51:12Status. Form submitted. Survey submitted.
2:51:14Facebook lead form. That's insane. But we have all of those.
2:51:16And then you can come through
2:51:17and you kind of have these tags to click to see if you haven't,
2:51:19because are going to keep adding more and more.
2:51:21And big Pro tip here,
2:51:22if you don't see something in here, you're like,
2:51:24I don't see what I want to have it triggered on.
2:51:26You can create a tag
2:51:27and you can pretty much trigger anything based on the tag,
2:51:29because you can create a tag for literally anything.
2:51:31So we have all of these different triggers that essentially can run
2:51:36when I want this bot to start.
2:51:37So I'm already going to do finish job review request.
2:51:40I like that, but just know you have all of these to pick from.
2:51:43So for a lot of you guys for your Manage Agents form submitted stuff like that,
2:51:47lead tags, that'll be good enough.
2:51:48You'll be set and then this thing will go to town.
2:51:50So that is trigger.
2:51:51So remember when you want this thing to start okay.
2:51:54Like when you want it to fire off you're going to pick the trigger.
2:51:57You have all of these and whatever one you want say you want form submitted.
2:52:00You click it.
2:52:01You search for forms. You can even add a new one right there.
2:52:03Just like any of these. You'll just click the exact one you want.
2:52:06And then from there you're good to go.
2:52:07And you can add as many different triggers as you want
2:52:09and pick the right one from there. We then move on to apps.
2:52:12Okay, this is where we're really going to do some connecting.
2:52:15As you saw, Zapier was already kind of plugged in here, but we have MCP.
2:52:18So this is where we can connect these agents to all these different platforms.
2:52:23Now this gets crazy
2:52:24pretty quick because you can think, hey, we can connect this to Zapier.
2:52:27We can connect this to other platforms.
2:52:30Canva, Calendar Monday, notion, Higgs field.
2:52:33Like there's all these different things.
2:52:35We can then attach this AI agent to other platforms.
2:52:38So say we want to connect to asana.
2:52:41We'll click that.
2:52:42We'll click connect.
2:52:43It's going to go through. It's going to bring the connection.
2:52:45And then you can connect it in just like that.
2:52:47And that is for any of these you just click on
2:52:49and you walk through the exact steps.
2:52:50But that's crazy because that now gives you the ability to connect this
2:52:54AI agent with other platforms, meaning the people you want to sell.
2:52:58You got a lot more of them. So incredibly powerful.
2:53:00So that is the apps.
2:53:01Now we're going to move on to capabilities.
2:53:03And by the way, guys, if you have questions on any of this
2:53:05at any moment, drop in the comments down below and I will answer.
2:53:08I want this whole video to be an interactive learning experience.
2:53:11So as you go through, if you have questions, I can answer them.
2:53:13And then you know this faster and you can get to
2:53:15what matters which is selling clients.
2:53:17So let me have capabilities. Web search.
2:53:19This is really important.
2:53:20This gives it the ability to search the web.
2:53:22It makes it way smarter.
2:53:23If you want this off you simply toggle it off.
2:53:26If you want it on, you simply toggle it on.
2:53:28Now we move on to image generation of talked about this in other videos.
2:53:31This could be huge.
2:53:32If you want to do stuff like the what
2:53:34nifty images does with images, where it sends it out
2:53:36and then creates the image with their name on it to get more reviews.
2:53:39That's a great way to get more reviews, but if you want this
2:53:41on, you're just going to toggle this on and you're going to pick the quality
2:53:44you want low medium or high okay.
2:53:46Again, it's going to depend on cost and timing.
2:53:49So it all depends on what you're looking to do.
2:53:51But you have low medium and high.
2:53:53Medium tends to be the sweet spot.
2:53:54So if you want image generation on we just toggle that on now real quick.
2:53:57If you're like why would you need image generation on?
2:54:00Or if you're thinking like where would this fit in?
2:54:02It all depends on what the bots trying to do.
2:54:04You could have a bot that just schedules your social media.
2:54:06You could do that.
2:54:07You could have a bot that does the whole review request thing with images.
2:54:11It just depends on what you're looking to do
2:54:13and if that's what you want and that's built into your workflow,
2:54:16you simply toggle this on, and now you have the capability for your
2:54:19AI agent to build out images and then have audio generation down here.
2:54:23So if you want this on we toggle this on and then we click exactly what you want.
2:54:27So you're going to pick exactly what voice.
2:54:29You're then going to come in here.
2:54:30And you can put in the exact tone how you want it to sound blah blah blah.
2:54:34Just like this right in there.
2:54:36Again, if you want these off, you click them off if you want.
2:54:38Audio generation depends on what you're doing.
2:54:40You want to send a voice memo to someone.
2:54:42It all depends on what you're trying to do.
2:54:43But if you want that, it is now available.
2:54:46Now what we have which is even more powerful is video generation.
2:54:49So if we toggle this on, this can legitimately add videos, which is insane.
2:54:54So we can create videos like, hey,
2:54:56you want to send something to a sales prospect?
2:54:58Say you have a follow up in the pipeline, we can send them a video
2:55:01like Jim, please come build, blah blah blah.
2:55:02And then you can combine that with audio generation.
2:55:04So it depends what you want.
2:55:05But the whole point is
2:55:06this is going to give you the ability to take your workflow to the next level.
2:55:09And again you can have this thing create images, audio or video
2:55:13depending on what you're trying to do.
2:55:14Then if you want a custom API, this is pretty cool.
2:55:18If you want to connect this to other platforms even more than MCP,
2:55:22we click this on and then you can go through and connect
2:55:24what you have in the integration side in the settings on your sub account.
2:55:28That's how you would do that exact thing.
2:55:30Knowledge base.
2:55:31Again, if you want this thing to have a brain,
2:55:33you have all the ones you could pick from, or you can build a new one.
2:55:35If you don't know anything about knowledge basis guys, drop a comment down below.
2:55:38I'll send you a tutorial on it.
2:55:39But I'm assuming you know,
2:55:40like got a lot of cool prompts for that.
2:55:42But essentially your existing knowledge bases will pop up here
2:55:44and you'll pick one.
2:55:45So if we wanted this one, we just click it and you'll see it right there.
2:55:47It'll be right there. And then it knows.
2:55:50Very simple.
2:55:51Then we have custom skills okay.
2:55:53This is really really important guys.
2:55:55This is like the Ascii tutorial
2:55:56which guys I will be linking at the end of this video.
2:55:58You need to watch that. It's very important.
2:55:59But custom skills are going to be skills that this AI bot has.
2:56:03So if we click this right here we don't have any yet but we can add them.
2:56:06So a skill is essentially like a prompt that the agent
2:56:10can fire off again and again.
2:56:12And you put in the skill name the description and the instructions
2:56:14and then save the skill and then it will have it.
2:56:16So for example we can say review generate.
2:56:20I'm just keeping this along the lines.
2:56:23I need this to send five star reviews.
2:56:27Now we already have this obviously in the workflow. So we wouldn't need this.
2:56:29But I'm just showing you send reviews to clients
2:56:34that we have already worked with
2:56:38and finished the job with.
2:56:42Click save skill.
2:56:43Then in here you'll see we have it right here we can click or click on.
2:56:47We can also drop a skill using an MD file. But check this out.
2:56:50Review generator.
2:56:50We now have it. Now this is important for more complex stuff.
2:56:53Now ask AI has the same thing, but if you have a very specific thing
2:56:56you want it to do and say you have a bunch of managed agents, say
2:57:00you have ten of these review amplifiers and each one does this specific thing.
2:57:04You click Manage Skills, and then you could just click
2:57:06the same review generator skill and have it.
2:57:09Now you might be like, well, why don't we just put it in the prompt.
2:57:12Well you can,
2:57:13but the thing is, is if you're building one of these, that may not be an issue.
2:57:16But if you're building 20
2:57:18or you're scaling clients or you're doing a lot of different stuff
2:57:21and you're trying to make your workflow easy, having these pre-built out,
2:57:24it'll know exactly what to do again and again.
2:57:26So it's like your prompt is fine tuned.
2:57:28So that is just a special thing.
2:57:30And if that's what you want to do, you do it right there.
2:57:32So that is essentially how you do it.
2:57:35So these are all of the different things you can add to make these agents work.
2:57:39Very simple. Walkthrough it. If you guys have questions let me know.
2:57:42Pretty much can do whatever you want with it.
2:57:44Then we have the prompt.
2:57:46So this is where you tell it exactly what to do. So we can come in here.
2:57:49We can delete, we can add.
2:57:50We can do whatever we want right in here.
2:57:53So as you guys know with prompting this is where we do it.
2:57:55Just like with the AI agents okay.
2:57:57The chat bots, this is the exact prompt.
2:57:59You can delete it, you can optimize it.
2:58:01It's whatever you want.
2:58:02And I have so many videos on prompting.
2:58:04We already added this in just like this. So I like it again.
2:58:06We can always talk to this over here to have it do it over here.
2:58:09But depending on what you want to do, sometimes it's good to go to chat to beat
2:58:12like I do in other videos and dial
2:58:13in a really good prompt and then slap it in there.
2:58:15So it totally depends on what you're trying to do.
2:58:17This already looks good to me,
2:58:18but if you want to give it better further instructions come in here now.
2:58:23Quick Pro tip time really important.
2:58:25If your AI agents aren't working properly, a lot of the time it's
2:58:29not because of any of this necessarily.
2:58:31It's because this.
2:58:32Okay, the instructions, the prompt is not clear enough.
2:58:36The AI agents get confused when you're not clear.
2:58:38You have to be very literal.
2:58:39So if you're ever tweaking and they don't work,
2:58:41that's where you want to put it right in here.
2:58:43That's where you're going to have issues if you do not do that.
2:58:47Okay, so once everything looks good and you're like,
2:58:48this AI agent is completed again,
2:58:50you can create whatever AI agents you want with this.
2:58:52Like literally anything you can think of, we can create.
2:58:54Once you're done, you're going to click publish just like this up here.
2:58:57And once it's published, we'll come right back to back.
2:59:00And here it is.
2:59:01Now you can start testing and playing with it.
2:59:03If you go back to agents, you'll see it's right there.
2:59:06Published the date.
2:59:07We're all good to go.
2:59:08So now we're going to go into some testing and playing with this even further.
2:59:11There's just a couple last things I want to show you
2:59:13some housekeeping, editing, all this final stuff.
2:59:15So you are a managed agent professional.
2:59:17All right.
2:59:18So to finish this up
2:59:18we're going to go over the last bits which is housekeeping and testing.
2:59:22So in here okay.
2:59:23This is where all your AI agents are going to remain.
2:59:25If you want to select them you can go like that.
2:59:27Select them right there.
2:59:28You have bulk actions.
2:59:29So if you have a bunch you want to delete or move to a folder.
2:59:31You have that option right under here.
2:59:32And then if we come back over here you'll see these two different icons.
2:59:36So this right here is going to be able to edit it.
2:59:38So if we want to edit in real time we can do it just like that.
2:59:41If you want to move to a folder we can move it to a folder.
2:59:43Again folders are handy if you have a ton of different stuff.
2:59:46And to create a folder we click this right here folder name.
2:59:49Just do test test.
2:59:50I'm going to show you right now because this is actually really important
2:59:53when you have a ton of these, because we can put these in the folder.
2:59:56And the way we put these in the folder, we click it.
2:59:58Bulk actions move to folder folder name test.
3:00:02Boom. It's now under test.
3:00:03That way it cleans up your dashboard. Really handy.
3:00:06A lot of people don't know how to use that, but it's really handy.
3:00:08And then you click that and then you see all of them.
3:00:09So again if you have a lot of them, you're going to want to use folders.
3:00:11And if we come in here and we click these right here we can unpublished.
3:00:14This makes it not live.
3:00:15And then we can delete it which gets rid of it entirely.
3:00:18Again edit is that but chat is how we test.
3:00:21So it's kind of interesting. So chat is like how we talk to it.
3:00:24So I'll show you the difference real quick.
3:00:25So if we click edit it's going to come right in here
3:00:26where we're going to literally edit set agent but test.
3:00:29If we click this it's going to look like this is where we test.
3:00:32Now watch this.
3:00:32Come back here and we come right into test I'm going to click this right here.
3:00:37Same exact thing that we can edit here and test literally where we talk to it.
3:00:40So these agents are a little bit different than the rest of the seven high level
3:00:42because you're literally asking questions and what to do.
3:00:45So again either or of those two ways that's how you test.
3:00:48And the test is very simple.
3:00:49We come in here click it and we have it run through.
3:00:52So how do you work actually you know what we'll do.
3:00:56We'll go into the actual test.
3:00:57So it's I believe how do you work then you can run it live.
3:01:01And guys major pro tip major major pro tip with all
3:01:04AI tools inside of go high level always test before you go live.
3:01:07So many people will literally creating our chatbot,
3:01:10then run tons of conversations through it and be like it didn't work.
3:01:12It's like you got to test it first, okay?
3:01:14And obviously you'll have the ongoing edits,
3:01:16but you always want to test,
3:01:17okay, look at this workflow completed, blah blah blah blah blah.
3:01:20Good, good.
3:01:21It basically says, okay, yes, I'm ready to get started.
3:01:28So it says and then from there you just put in the customer's name
3:01:31and the service completed.
3:01:33So we could say g hl Wizard g h
3:01:36o Wizard of Oz x at game
3:01:40and we'll do hot water install.
3:01:44And then from there we click enter and it's going to go through and test.
3:01:47Obviously I did not get a hot water install
3:01:49so we're not going to run through that.
3:01:50But that is how this whole process works.
3:01:52Now there's so many different things we can create with this.
3:01:55So this is what I want to ask you to do.
3:01:57If you have questions about what you want me to create, I'll create a video on it.
3:02:00We're going to have some live streams coming up.
3:02:02I can do that too. I can do a live and just show you stuff.
3:02:05The issue is, is there's so many different things
3:02:07we can create with these manage agents, so many different things like you name it.
3:02:11Inside of this entire high level dashboard, you can really create
3:02:14whatever you want.
3:02:15So you let me know exactly what you want to see.
3:02:18And I can help create something with these manage agents.
3:02:20You can see an exact use case
3:02:22because there's so many different things you can do.
3:02:24It's absolutely insane.
3:02:25You want community moderators,
3:02:26you want social media posting, you want some sort of complex sales agent.
3:02:31We can create it.
3:02:32A big thing too, that Domo does, which is pretty cool, is like quote bots
3:02:35that send certain kind of quotations and they send images.
3:02:38So like, think about it this way.
3:02:39Like if you wanted to send an image okay, of because remember,
3:02:43if we come at an agent we have the images you could send an image of,
3:02:47say they send you
3:02:47like a picture of their concrete and you send an image
3:02:50back of like circles on the image. This is what we would do.
3:02:53This is how we do it, blah blah blah. Like you can do that.
3:02:55Like you have all this different functionality.
3:02:57You just need to think what you want.
3:02:58And then we put the agent to test.
3:03:00It is that simple.
3:03:01I also want to let you know with prompting inside of my community,
3:03:04we have a ton of AI prompts, like a ton.
3:03:08There's so many. Okay.
3:03:09And each one of these has a bunch. It's absurd.
3:03:12But these are really going to help you fine tune this right here.
3:03:14We also have calls where we go over this.
3:03:16So like this is what you're looking to do.
3:03:17This is what you're looking to get dialed.
3:03:19We can have that all covered because these agents are super powerful.
3:03:27So to build
3:03:28AI voice agents inside a gold level, come to your dashboard,
3:03:31come right to AI agents and go right to voice AI.
3:03:36So guys, in this video we're going to be going over two different
3:03:39primary ways to build these AI voice agents.
3:03:42Because there has been
3:03:43so many updates, you have to understand this is changed drastically.
3:03:47Number one, we're going to be using this AI prompt to build it out okay.
3:03:51Again these are going to be free for you. But we're going to go over to that.
3:03:53The next one is going to actually be using ask AI.
3:03:56Having AI completely build your voice agent from scratch using this prompt.
3:03:59And guys, this took me forever to build these
3:04:01because they kept messing up, so I had to continually redo them.
3:04:05But those are the two different ways we are going to be building these
3:04:08AI force agents.
3:04:09So the first way is going to be
3:04:11the manual way, and we're just going to get right into it.
3:04:13So you're going to come right in here
3:04:14and you're going to click create from scratch.
3:04:17You're then going to have three different options.
3:04:19You can do Browse marketplace which is going to be pre-built templates,
3:04:23create custom agent which is going to be the one we're going to be doing, or create
3:04:26flow based builder,
3:04:27which is if you really want to make a really complicated one, to be honest,
3:04:30the middle
3:04:30one is the best because it's honestly almost as good as the flow builder.
3:04:34The flow builders of you want really complicated stuff
3:04:36and it takes way longer to build, but the custom one, it's the best.
3:04:39Just trust me.
3:04:40So we're going to click this one and then we're going to click continue.
3:04:43All right. So here it is okay.
3:04:44So I'm going to let you guys know we're going to go through literally everything.
3:04:48This is going to be a super super in-depth tutorial
3:04:52I didn't put ultimate on this title for no reason.
3:04:54This is going to be the last tour you ever need.
3:04:56So while we're going through this,
3:04:57because we're going to be going over everything,
3:04:58if you have questions, please drop them down in the comments down
3:05:01below and I will answer personally, we're getting really in depth on this.
3:05:04Okay.
3:05:04So first things first, you must name your agent.
3:05:07We are going to name this agent Sally.
3:05:10And you can put in whatever you want.
3:05:11It could be Sally, it could be AI bot, whatever.
3:05:13But first step is name the AI agent. So we've named it.
3:05:16Next step is we must pick the voice.
3:05:19Now I want to let you know we're going to be going back and fiddling
3:05:21with the voice and the languages when we test this live,
3:05:24because in a little bit, once we build this, I'm
3:05:25going to walk you through how to test in real time.
3:05:28I'm going to show you some tricks
3:05:29that no one else does on YouTube to get this working better in real time.
3:05:33So we're going to come right in here. We're going to click the voices.
3:05:35So first things first.
3:05:37This is the voice of the AI bot talking to you.
3:05:39They have a ton of different voices to pick from.
3:05:42The way you listen to one is you simply click it.
3:05:44The 90s were fun because it was a positive.
3:05:46You don't want to and you could click it like this
3:05:47and then click Save Voice and you'll see it is now Dakota.
3:05:50That is how you select the voices.
3:05:52Now you have a bunch of different filters in here.
3:05:53You can pick from providers what language is, what accents
3:05:57if you want to change it, what genders, and then sort by most liked and whatnot.
3:06:00You can also click only high quality, okay.
3:06:03And that is essentially only going to give you the high quality voices.
3:06:05Now if you click these thumbs up okay.
3:06:07It'll save it for later.
3:06:08So if I go I like hope okay we got that.
3:06:11And we click liked by me.
3:06:12You'll see hope is liked by me.
3:06:13And this is great because you can go through okay.
3:06:16And you can like a bunch of them because you're like
3:06:18hey I want this one, this one, this one.
3:06:19And they'll be saved perfectly.
3:06:20So that is how you're going to find your voice.
3:06:23And you can scroll through and find as many as you want.
3:06:27Now we're going to go into my voices really quick
3:06:29because this is how you can use your voice.
3:06:31So then you're going to come into
3:06:32my voices and you'll see right up here we can add custom voice.
3:06:36We're going to click Add Custom Voice. And we're going to do clone.
3:06:38So you can import that's going to be taking from another app.
3:06:41You just click import and follow directions. Very simple.
3:06:43But we can literally just clone right here.
3:06:45So this is the way this works.
3:06:47You're going to put in the exact name.
3:06:48So I'm going to do G hl Wizard okay.
3:06:52And you have two different options okay.
3:06:53You can either slap in a file okay.
3:06:56That's like hey how are you blah blah blah and put it in.
3:06:58Or we can just record right now and I recommend you record
3:07:02if you don't have something good because we can do it real quick.
3:07:04So watch this.
3:07:04Hey, how are you doing?
3:07:06It's the G.H. l wizard here.
3:07:08I love go high level. I love all you people.
3:07:10I hope you land clients this year.
3:07:12And I'm really just here to make sure that you guys understand high level.
3:07:16That's why I build these tutorials.
3:07:17That's why I go so in depth.
3:07:19That's why I do what I do.
3:07:21I love all of you guys. God bless.
3:07:22We click that and we now have it right in there.
3:07:26You can obviously delete it right there.
3:07:28But then we're going to click this check and we're going to click save.
3:07:30So that is literally how you do it.
3:07:31Follow the exact step.
3:07:32Now it's going to say queued and you wait for it to be saved.
3:07:35So right in there we now see that the GL Wizard's voice has been saved.
3:07:40So if we click Save Voice, we're good to go.
3:07:42Now watch this just so I can prove to you this is my voice.
3:07:45We have it saved right here under my voices.
3:07:47We're now going to come right here and we're going to test later.
3:07:49I'm just showing you this. So then we come right in here, we click this.
3:07:52Hey you have reached Summit Landscaping Co how can I help you today?
3:07:55I thought she sounds really accurate.
3:07:57And that was only a 19 second snippet.
3:08:00If we went longer it'll sound even better. But that's how awesome this is.
3:08:02So that is how you're going to use your own voice and pick your voices again.
3:08:07Questions, guys? Hit them in the comments. I'll answer personally. Model.
3:08:10Leave that as is.
3:08:11We then now have your languages.
3:08:13We're going to get into this more when we test.
3:08:14But you can pick any of these languages and it's going to make it
3:08:17speak a different language. Now down at the bottom.
3:08:19This is really powerful.
3:08:20It doesn't work the best because of
3:08:22sometimes it takes too much, but it can be so powerful.
3:08:25Or if you click this, it will actually go from different languages.
3:08:28And I'll test to show you that this is real.
3:08:30But it is absolute amazing. So let's say we wanted German.
3:08:33We could click German right here. We could click save okay.
3:08:35Now we click New Call just to show you.
3:08:37Hello summit landscaping. Cool.
3:08:39We can itch in Hoyt.
3:08:41That's pretty amazing.
3:08:42You see that?
3:08:42It can now speak German.
3:08:44So this can speak any language.
3:08:46Now the multilingual.
3:08:46We'll get into that more later, but I'm just showing you
3:08:48for the sake of it how you pick that.
3:08:50So once you have the language you pick which we're going to do English,
3:08:52you pick the exact English you want.
3:08:54So now we move on to the prompt side, which is really where
3:08:57we're going to give this agent its personality.
3:09:00And then we dive into the setting.
3:09:02So what we're going to do is we're going to
3:09:03use this prompt right here, which I'm giving you guys for free.
3:09:08We're going to come into ChatGPT or whatever LLM you use.
3:09:11I like to charge because they have a free plan. Okay.
3:09:13You don't have to use all the other AI features that cost money.
3:09:16I like to give you guys free options so we can take this
3:09:18and we can just do right here business name.
3:09:20We're just going to do a landscaping.
3:09:23I picked a random business online
3:09:25just to show you because we're demoing this business type.
3:09:28We're going to do landscaping area location.
3:09:31We're going to do Seattle Main services.
3:09:33We're just going to do lawn
3:09:37weed eating okay.
3:09:39And then current offers or key benefits.
3:09:42We're just going to do re consult.
3:09:44So you're just going to fill those out.
3:09:46So make sure you do that. And then you fill it out.
3:09:48Then it's going to swap all the placeholders.
3:09:50So what we can do is we're going to click enter
3:09:52and look at what this prompt is going to do okay there it is.
3:09:55We're going to copy this.
3:09:56We're going to come right back here.
3:09:57We're going to get rid of all this.
3:09:59And we're going to paste our new prompt right here.
3:10:02We can even delete this if we want to.
3:10:04But there it is completely dialed in and trained on said business.
3:10:09We're going to save this.
3:10:10And guys these prompts make this so much simpler.
3:10:14If you have to do this manually, it takes a while.
3:10:16You're looking at 25 30 minutes trying to dial this in.
3:10:19With this prompt done, it's my whole point.
3:10:20I want you to work smarter, not harder.
3:10:22So boom, we just did that entire thing.
3:10:25Okay.
3:10:26And before I move on down to these,
3:10:27I want to let you know up here there's a couple little things.
3:10:30And guys, again, like I said, I'm going very in-depth.
3:10:32This has been a lot of updates.
3:10:33But first off you have custom values.
3:10:34So you can add these in anywhere.
3:10:37You even have stuff like session variables,
3:10:38which is really cool, which goes through and can be like things within calls.
3:10:42And we can add any of these other custom values in here.
3:10:45If you do not know what a custom value is, drop a comment down below saying
3:10:48send me the custom value tutorial and I'll do it.
3:10:50It is essentially placeholders in go high level it.
3:10:52Once you change in the settings, they change everywhere.
3:10:55Okay, so that's the first thing.
3:10:56You can insert custom values in here by just clicking them.
3:10:59Second thing is there's actually a couple new features in labs
3:11:03like the prompt organizer that will pull up.
3:11:05So if we scroll right on down here, you'll see right here prompt organizer
3:11:10voice AI.
3:11:11If we toggle this on and we come right back here okay.
3:11:14We have this saved when we refresh again.
3:11:16Guys labs has a lot of new features, but I'm just trying to show you to
3:11:19go over this.
3:11:19We now have this right here.
3:11:21And this will be enabled if we look back here in about 183 days.
3:11:24So maybe the time of you watching this are to be enabled.
3:11:26But what this does is this will optimize your opt further.
3:11:29So if we click this,
3:11:31if we click Prompt Organizer you'll see we can generate scenarios.
3:11:35So what a generation of a scenario is is it's running this through your eye agent.
3:11:39Different scenarios to try to break it so we can improve said prompt.
3:11:42So as you see right here it's going through and it's bringing this up.
3:11:45So pricing requests without inventing numbers,
3:11:47existing customer complaint about missed call.
3:11:49And we can toggle these on or off like this.
3:11:51And what we can do is once it pulls these up so we can click run five calls.
3:11:54And it's going to run the AI voice agent in the back end.
3:11:57You can't see it 30 calls.
3:11:58So it's going to call your average and go boom.
3:12:01Hi I'm looking to blah blah blah.
3:12:02Hi I'm looking to blah and it's going test it.
3:12:04Then from there it's
3:12:05going to see it responds and then it's going to give you a score
3:12:08which is then going to give you basically options to improve, said prompt.
3:12:13So I have a full video
3:12:14if you want to see it, drop in the comments down below saying
3:12:16I want to see the prompt organizer, but that's really it.
3:12:18I've already told you it, but it's pretty cool.
3:12:20And that is great for if you want to improve your prompt.
3:12:22But the reason I don't feel the need to improve
3:12:24this problem is because I made it, and I think it's already really, really good.
3:12:27So that is there if you want to improve, said prompt.
3:12:30And it's called the prompt organizer.
3:12:31Then down here we need to configure all of this.
3:12:34So first things first you have your welcome message.
3:12:36You either have AI speak first or the user speak first.
3:12:40And if we click this we click accept the terms.
3:12:42And then we switch to user speaking first.
3:12:45Now here's the only problem okay.
3:12:46Because we're depending on outbound or inbound from to get into an insect,
3:12:49you're going to want to have a I speak first okay.
3:12:52It's just the way it goes. Because think about it this way.
3:12:55Now you could do user speak first.
3:12:56But if someone calls the business okay it's not going to be like, hello?
3:12:59Hey. Who's there? Hey, hey. Who's there? It's going to be.
3:13:01Hello. Hi. How are you doing? We are Dave's plumber.
3:13:03Someone always answers like, who do you call?
3:13:05That just doesn't say anything.
3:13:06That's the first thing on outbound when it's calling someone else.
3:13:09You also want it to talk because you don't just call someone
3:13:11and wait for them to talk.
3:13:12So I see some people put this here.
3:13:14I just not a big fan of that.
3:13:15Do AI speaks first, and right here you have the welcome and opening message.
3:13:20This is exactly what the AI voice agent says first on the phone.
3:13:24So assume
3:13:24when someone picks up or it calls them via outbound, it's going to say hello.
3:13:28You've reached Summit Landscaping Co how can we help you.
3:13:31Very simple very straightforward.
3:13:33Now I believe we were economy landscaping.
3:13:35So those change that economy landscaping and you pick the exact message.
3:13:40If you wanted to say like we how are you.
3:13:43You can say that you can really say whatever you want.
3:13:44But this right here is where it's going to be the first message.
3:13:46Now if we look right here, we also have outbound.
3:13:49Now outbound is when you wholesome okay.
3:13:51So again we're going to be showing you how to do this in this video.
3:13:54But you have inbound which is very simply someone calling you outbound.
3:13:58The AI calling them. So this is more fully Jen.
3:14:01But that's where you would also put what you want it to say.
3:14:03So it could be like, hey, who is this right now?
3:14:05And guys, outbound is only going to keep getting more powerful.
3:14:07So it is important that you learn this.
3:14:09Now quick thing to know
3:14:10and I'm going to get into this more later is that these agents are the same thing.
3:14:14There's just a little setting you have to tweak on outbound
3:14:17in order to get it to work.
3:14:18So what a lot of people do is they try to create outbound agents,
3:14:21which I don't necessarily think you have to do,
3:14:24because a lot of the time they do the same exact thing.
3:14:27You just need to switch the setting on.
3:14:28Now, I do have videos where we create outbound agents
3:14:30for a very specific kind of sale, but a lot of the time you don't need that.
3:14:34You can literally just convert your existing agents into outbound.
3:14:38But we're going to get to that more later.
3:14:39So that is how you configure this whole first part.
3:14:42So guys you have any questions.
3:14:44Drop them down in the comments below so I can answer personally.
3:14:46So now we move on to the long and in-depth part which is configuring this
3:14:52AI voice agent and getting it very fine tuned via all these settings on the side.
3:14:56This is where all of the magic happens.
3:14:59Now guys,
3:14:59this is where you're going to want to get your notes out
3:15:01because there's a lot of confusion and a lot of updates.
3:15:03This is where we're going to get this bot working really, really well.
3:15:06So the first one we're going to go over is actions.
3:15:09This is where we can figure what you want the agent to do.
3:15:12Hence why it's called actions.
3:15:13So if you click New Action you have a bunch of different options here.
3:15:16And we're going to go through each one of these as quickly as possible.
3:15:19But we're still going to be in depth.
3:15:21So first off you have call transfer.
3:15:23So if you click this
3:15:24this is where we're going to transfer said call to a human says right there.
3:15:28So you put in the action name.
3:15:30So it would be transfer human whatever you want it to be.
3:15:32Okay.
3:15:33You then put in the exact phone number you want to transfer
3:15:35so you can transfer to your phone number.
3:15:36If you have a phone and you're like, hey,
3:15:38I want to transfer to my phone number, you put your phone number right in there.
3:15:40You then put extension or menu key.
3:15:42So this is if it's like, hey, click three to transfer.
3:15:45You can add that in right there. When should the transfer take place.
3:15:48So if they say hey I want to talk to your manager.
3:15:50Hey I want to talk to a human.
3:15:51Now AI's getting so good that it's kind of becoming
3:15:53indistinguishable, but you would put in when you want it to take place.
3:15:56A very important the when is what the scenario is.
3:15:59So do they say you're an idiot? Do they say, I want to talk to sport?
3:16:02Do they say,
3:16:02can I talk to Jerry like you put that in right here, then right in here.
3:16:06You have what to say before transferring the call.
3:16:08You can have a static sentence or a prompt in here.
3:16:11And this is where just say, hey, I'm going to talk to or whatever.
3:16:14You would put that exact message right in here. You see the example.
3:16:17Please wait while we transfer your call to the manager.
3:16:19You can just copy any old thing, but that's where you put this exact thing.
3:16:22Then right here, if you want you can click here whisper message.
3:16:25If you've never heard of a whisper message, it's the thing
3:16:26that's like dial five to get to the directory.
3:16:29That's what that is.
3:16:30But that's what you click.
3:16:31So this is how we very much do a call transfer to a human.
3:16:34So that is how we do it just like that.
3:16:35And then when you're done you click save.
3:16:38So that is how you're going to transfer to a human.
3:16:40Next is trigger a workflow. This is very simple.
3:16:43This is the AI bot triggering an automation inside of the Ohio.
3:16:46So this is very simple.
3:16:47You put an action name so it would be email sent.
3:16:50Again that's what it would be.
3:16:51You'd pick the exact workflow right here whatever you want it to be.
3:16:54When to trigger the workflow.
3:16:55I hope you guys are seeing this kind of rubric that is built on.
3:16:58There's always a when you would say, okay, after they book the appointment,
3:17:01after they say, I want the email list, whatever you put in the when.
3:17:04Because again, the when is when the voice is going to send it.
3:17:07And then you put in the exact thing it's going to say once the workflow
3:17:10is being triggered, hey, we're sending you an email from there.
3:17:13As soon as they say I wanted to book the call, it
3:17:16then is going to trigger an automation which is going to launch events.
3:17:19And again, just like that, you put an action name,
3:17:20pick the workflow, when to say it and what to say.
3:17:23Click save and then good to go.
3:17:25Simple as that guys.
3:17:26Again, if you have questions at all, drop them
3:17:27the comments down below so I can answer them personally.
3:17:30Now we have send SMS.
3:17:31This is what you think AI voice agent.
3:17:33So this is exactly what it sounds like.
3:17:35A voice agent will send a text message.
3:17:37That's what this is you put in the action name.
3:17:39So we're going to do text them, put whatever beam what you want the message
3:17:42to say.
3:17:43So like hey here is payment link whatever you want your message to be.
3:17:47You can also use SMS templates right in here
3:17:49if you have any, which are snippets.
3:17:50I have other videos on that, but then it's going to send this exact thing again.
3:17:54When should the SMS take place?
3:17:55When they ask to be sent X? When they want the invoice?
3:17:58When they want the booking link?
3:17:59Again, with all of these you pick when you want it to take place.
3:18:02So we just say when user pays subscription, we just say that.
3:18:07And then again what do you want to say before sending message?
3:18:10You can sometimes have the A voice agent say something like, hey,
3:18:13we're going to send you the exact
3:18:14AI and you could have the eye voice agent say something like this.
3:18:17Hey, we're going to send you the booking link
3:18:19or the receipt or whatever, and that's how you're going to get it to send an SMS.
3:18:23Again, if this was not clear you have prompt for static.
3:18:25Static is going to be one thing always. Here's the link.
3:18:28Prompt is going to be like AI picks and chooses.
3:18:30So again same thing as before.
3:18:31You pick the action name, you pick the message.
3:18:33When does it take place. And that's how it works.
3:18:35So again save when you're done.
3:18:37And that's how you get the air robot to send text messages.
3:18:40Then you have update contact field I mean it says it right here.
3:18:44Extract the details from the call and then update the caller's record.
3:18:47If you don't know what custom fields
3:18:48are or fields and go high level, this is a field action name.
3:18:51These are fields right here.
3:18:52And we can create custom fields which could be anything.
3:18:54Could be favorite Pokemon card, favorite ice cream, favorite go high level feature.
3:18:58You name it, you can make them on whatever you want.
3:19:00Now you might be like, well, that's so random. Why would we do that?
3:19:02Let me explain. Different niches have different things.
3:19:05Different niches cover different very sub niches within them.
3:19:09So for example, if you're doing something with, let's say real estate,
3:19:12you might need custom fields like property home buyer versus seller
3:19:17versus listing agent.
3:19:18And you're gonna have to create custom fields on that.
3:19:20That's how you differentiate between that.
3:19:22So with this you can either have it update a users field during the call
3:19:26or after the call, which is saying, hey,
3:19:27Jim told us his favorite ice cream is vanilla.
3:19:30Go into the back end and update that.
3:19:32So for later when we send them the invoice, we have that data.
3:19:35This is a data tracking thing, very important.
3:19:37You pick the exact action name and you're going to click the exact field you want.
3:19:40And you can pick the custom fields in here as well.
3:19:42And it's going to update. Click save and you're done.
3:19:44That one real quick guys is actually very important
3:19:46if you have a more complicated sales process.
3:19:48A lot of people sleep on it, but it's extremely important.
3:19:51Now we move on to one of the biggest ones, which is appointment booking.
3:19:54This is exactly what it sounds like.
3:19:56This is how we get the AI voice agent to book appointments on your account.
3:19:59Simple as that.
3:20:00You come right in here, you pick the exact calendar you want.
3:20:02We're going to click our strategy. Call whatever calendar you desire.
3:20:05You're going to click next.
3:20:06Then you're going to pick the booking behavior.
3:20:07So if we click this down
3:20:08we can get the email address and said phone number or not.
3:20:12That's up to you.
3:20:12You can get the full name address notes.
3:20:14This is where you're going to get it to select that stuff.
3:20:17So if people go and I get this all the time via DMs, people go,
3:20:20I have to say it's not collecting address.
3:20:21My voice agent is not getting the full name or the phone number.
3:20:24That's because these are not toggled on.
3:20:26So this is where you're going to click these or not click them.
3:20:28It's whatever you want.
3:20:29So that's where you do that. Then you have the scheduling window.
3:20:32How far in advance do you want them to schedule?
3:20:34You pick like this either down or up and then buffer between slots.
3:20:38So these are basically the space in between appointments.
3:20:40You pick that as well.
3:20:41And that's how you'll get basically all of those advanced options.
3:20:44Then we have appointment management.
3:20:46So this right here I recommend you have this and this toggled on.
3:20:50If you're trying to do the full sentient AI agent experience.
3:20:53Obviously not fully sentient, but you get what I'm saying,
3:20:55because this is going to allow it to cancel and reschedule
3:20:58because they call them up and they go, oh, wait a minute, actually,
3:21:00can I try to change this? You want these on?
3:21:02So if you are running customer support for a business, you'll want these on
3:21:05because this will allow the bot to cancel the appointment.
3:21:07This will allow the bot to reschedule appointment.
3:21:09And this will do the whole auto confirm thing.
3:21:10So guys these little settings
3:21:12are very very very very important to get this working right.
3:21:16Again I know this is a very long, super in-depth video, but I am trying
3:21:20to show you how to do everything and make it as simple as possible,
3:21:24because I get so many DMs of people
3:21:25confused about how these avoid agents work when in reality.
3:21:28You're just missing boxes and not properly setting them up.
3:21:31So from there, once you're done, just like always, you click save
3:21:34and you'll see your actions will be saved in here.
3:21:35And again, if you want to delete them, you just click this.
3:21:37It's gone simple as that. And then you're good to go.
3:21:39So then we move on to the next action which is send WhatsApp message.
3:21:43Again these are some of these updates.
3:21:44There's been so many updates and I want to let you guys know
3:21:46I haven't been actually listing out the updates
3:21:47because there's so many in each of these that it's just like,
3:21:50I'm just giving you everything drinking from the fire hose.
3:21:52But this is super powerful.
3:21:54This enables your AI voice agent to send WhatsApp messages during the call.
3:21:59So this is really, really powerful if you are trying to get said
3:22:03business on WhatsApp.
3:22:05So action name you put in what you want to say.
3:22:07So send link again.
3:22:09You put that in. When should it take place?
3:22:11When the user asks for invoice or booking link.
3:22:14Whenever you do that, obviously be very clear
3:22:16what to say before sending the WhatsApp message.
3:22:17You can say hey, check your WhatsApp, we just sent you a message
3:22:20and then from here you're going to pick your template
3:22:22or marketing message from and then a template and then click save.
3:22:25We're not going to go through
3:22:26if you don't have WhatsApp set up, these won't have options.
3:22:28But you know, I have a lot of videos on WhatsApp.
3:22:30You have to actually get the set of you
3:22:31say, hey, I want to have the WhatsApp go high level connection.
3:22:33Drop a comment down below saying I want the WhatsApp mega tutorial.
3:22:36I'll send it to you. I got you covered. But that's the way that works.
3:22:39This is really handy because this is going to enable you
3:22:41to send a WhatsApp messages live with your AI voice agent.
3:22:45Absolutely huge.
3:22:46If you're using WhatsApp, this is a lot of money
3:22:49right here for the WhatsApp people. They just don't even know it exists.
3:22:51So that is a very powerful update.
3:22:53So that is how you add in the WhatsApp right here.
3:22:56We're now moving on into some of the more advanced stuff.
3:22:58We have custom action 2.0 as you see right here.
3:23:01Create a custom action that only happens during the call.
3:23:04This is where we can literally create it to do random stuff.
3:23:08So I have other videos that go more kind of in depth on this.
3:23:11And these next couple actions are going to be a little tricky,
3:23:13but this is literally how we make it do stuff.
3:23:16So in here you'll see we have connect to API
3:23:18authentication general and then test and deploy.
3:23:21This is where we use code to get a do certain things.
3:23:23So this could be like send it as a peer trigger
3:23:27that builds something in Canva that it gets really complicated.
3:23:30But in here you're going to put the exact endpoint okay.
3:23:33Put in whatever other parameters you want, make sure it's authenticated
3:23:36if you need.
3:23:36So by clicking
3:23:37that on coming and adding API keys again when should the action take place.
3:23:41This is where you're going to get like this is when we want it
3:23:43to send them a box of chocolates, whatever you guys are trying to do.
3:23:47And then here you can test and deploy with the code and everything else.
3:23:50Now I have other videos on this where we go more in depth to the coding side.
3:23:53If this interests you, drop a comment down below and I'll show you some more stuff.
3:23:56But this is way more advanced
3:23:58and I think for most businesses you do not need this, you just don't.
3:24:01And maybe with some real estate stuff you do, but it's very simple.
3:24:04This is where you're going to do all the API connection,
3:24:05the authentication, the basic general stuff
3:24:07when it takes place, and then testing and deploying.
3:24:09So that's what these four do. So if you have any questions let me know.
3:24:11But that's where you do all of that. And then you obviously click save.
3:24:14But that's for the custom stuff that I think a lot of you guys will not be doing.
3:24:19Then we have Agent Transfer.
3:24:21We do not have another air voice agent in this account.
3:24:23But this is really, really cool.
3:24:25This right here as you click this right here.
3:24:26Once upon a time in the land.
3:24:29That's the voice. This is Sally, our AI voice.
3:24:31You can connect to another AI agent and you can actually transfer the call.
3:24:35So you can have agent customer service send to AI Agent sales.
3:24:39That is how powerful this is.
3:24:40We can literally come in here.
3:24:42You'll just see it. It'll say connect agent.
3:24:43I don't have that because I don't have two agents in this account.
3:24:45As you saw. I just built this first one.
3:24:47But you click the exact agent, click connect, and you now can connect.
3:24:50Navi says you can connect up to three agents.
3:24:52These agents can all work in tandem with each other.
3:24:54Now, the reason why this can be so powerful is say
3:24:56you have just a sales agent,
3:24:57just a customer support agent, and then an outbound agent.
3:24:59They can all talk to each other.
3:25:00And sometimes
3:25:01if you want to get really dialed in, you're dealing with a lot of calls.
3:25:04It's best to have agents that do one thing.
3:25:06Now, for most businesses,
3:25:07you can have one agent that does customer support and sales, and you're good to go.
3:25:10But if you have AI agents
3:25:12where you're getting really dialed and you're like, hey, okay, man,
3:25:15this thing is going to be talking to Jim's, selling him on this,
3:25:17giving him that.
3:25:18You're going to want it a little more dialed to one.
3:25:21And that's how we do that by connecting these to each other.
3:25:23So again, this is transferring from one to AI voice agent to another.
3:25:26Inside of high level. You click click Connect Agent and then click transfer.
3:25:29And you're good to go.
3:25:30Last but not least we have the MCP beta okay.
3:25:34You're gonna put in the MCP the URL the timeout again as you right here.
3:25:37Add the MCP server to your workspace by posting the configuration here.
3:25:40So if you do not know what MCP stands for it stands for model context protocol.
3:25:44Now what does this mean.
3:25:46Because you might be like, what the hell is that?
3:25:47Because some of you get it.
3:25:48This is how we connect to other tools like API stuff.
3:25:50So we connect it to Claude, we connect it to
3:25:53canvas is where we're going to get everything mixed,
3:25:55so it can speak to either other AI agents or other platforms.
3:25:59Very important.
3:26:00That's where we're going to get this thing
3:26:01to move, talk, chat and do stuff like that.
3:26:03So you put in the exact MCP name right there, the MCP URL,
3:26:06the timeout and whatnot, and any kind of parameters you want.
3:26:09And that's how we're going to connect, okay.
3:26:11Via the MCP.
3:26:12This is really important if you want to connect it to other stuff.
3:26:14So those are all of the actions guys.
3:26:17That is how we add all of us. Do you have any questions?
3:26:19Let me know.
3:26:19But that's where we're going to get this thing working really, really good.
3:26:22So those are actions.
3:26:24Now we move on to knowledge base.
3:26:25This is how we give the AI brain okay.
3:26:28Now just with these updates I have a faster better way we can do this.
3:26:31If we click this I'll say hey
3:26:33we don't have these, but I'm going to show you a little trick.
3:26:35We click Create New and you come in and click Create Knowledge Base.
3:26:37What we're gonna do is we're just going to say
3:26:39landscaping knowledge base, knowledge base, putting whatever you want.
3:26:42If you have multiple it's where you have description.
3:26:44But we're not going to do it because I don't need to.
3:26:45And I'm going to show you a trick to train this very quickly.
3:26:48We're going to use a website, but not in the web crawler.
3:26:51So let me explain. This is really important.
3:26:53We're gonna be using this random website. I don't know who these guys are.
3:26:55I'm just doing this the sake of the video. Educational purposes only.
3:26:58But I want to show you something really important.
3:26:59AI has to search things.
3:27:01This is a huge pro tip again, guys.
3:27:02The wizard is always trying to overdeliver.
3:27:04I'm trying to give you the best knowledge. But this is important
3:27:06where a lot of people do is they plug in to web crawler.
3:27:08They throw the website in here just like this,
3:27:10be this website thinking that's the fastest, easiest way to do it.
3:27:12Which it may be. But here's the problem.
3:27:14AI has to
3:27:15then check the knowledge base, then check the URL, then check the website.
3:27:19It has to go through multiple sources,
3:27:21which when you open it up, that's an extra nanosecond.
3:27:23Then when you're having these high conversations,
3:27:25it's in a second half, a second, a quarter say,
3:27:27and it builds up to making your AI bought in the long run way slower.
3:27:30It adds up quickly.
3:27:31Now with a rich text,
3:27:32it only has to come to the knowledge base and it can search the text right there.
3:27:36That's why we do rich text.
3:27:37It's the fastest. It's even faster than FAQs.
3:27:39So we're gonna do is we're going to click add rich text.
3:27:41We're going to put in landscaping knowledge base.
3:27:44And what we're going to do in this little trick is
3:27:46we're going to take the URL of the website we want to use.
3:27:49It could be your clients, it could be yours.
3:27:50And what we're going to do is we're going to say, please create
3:27:54a knowledge base on this URL
3:27:58so I can paste in go high level AI voice age.
3:28:04I'm typing with two fingers because I have this chord in my way,
3:28:06so it's very bad, but it still knows what I'm saying.
3:28:08We click enter now watch this.
3:28:10It's going to build out a knowledge base based on this website
3:28:14that we can copy into rich text and be done like that.
3:28:17Again guys I'm trying to show you the fastest,
3:28:19most efficient ways to do this because I spend so much time on go
3:28:22high level and this is it.
3:28:22And this is also how we're going to get that bot going faster in the long run.
3:28:25Because I'm going to give you a little pro tip here.
3:28:27Once we copy this once this is done because this is so important.
3:28:30What a lot of people don't understand.
3:28:31And so what these other high level affiliates aren't telling you or really
3:28:35other tech guys is a lot of these people, they do everything in theory, okay.
3:28:38But I work with a lot of local businesses. I have a local business.
3:28:41I know what happens when you take AI bots and put them in a business
3:28:44where there's a lot of volume,
3:28:46okay, this is what these other guys don't understand.
3:28:47They go, oh, of course it's going to work.
3:28:49But in theory, when you run a lot of volume,
3:28:50it puts downward pressure on the system, which pushes it down and slows it down.
3:28:55It bogs down the system.
3:28:56But with the way we do it is when we do it like this,
3:28:58it makes it just a little bit better.
3:28:59So in the long run,
3:29:00when you have high volume, it won't break and it will work better.
3:29:03Again. Guys, I'm trying to give you guys the real stuff.
3:29:06So we have this right here. We're going to copy this.
3:29:07And what we're gonna do is we're going to paste this entire thing in here okay.
3:29:09Come up. It all looks good to go. And we're going to click save.
3:29:12And then we're going to wait for this training to be done.
3:29:14So our voice agent is dialed. So we're gonna wait. Boom.
3:29:16Look at that. It now says trained. We are good to go.
3:29:19So we're going to come back to this page.
3:29:20Make sure we click save okay.
3:29:22Then we're going to refresh this page so we can pull this knowledge base up.
3:29:25Click the knowledge base right here.
3:29:27Right there there's our knowledge base. We click it click save.
3:29:30And we now have the knowledge base.
3:29:32So this is going to be when to use it. This is going to show exactly what to do.
3:29:34So it has a break.
3:29:35So here this is going to show it really how to act.
3:29:38Give it the basic info.
3:29:39Then this right here is going to go.
3:29:40Hey when they ask for let's say specific address how
3:29:43we do the weed eating, what kind of tools we use, etc. etc.
3:29:46it has all of the websites knowledge.
3:29:48See how powerful this is guys, this is really making your AI powerful.
3:29:51So that is how we do the knowledge base. Quick quick quick.
3:29:54So we now move on to the next part which is called settings
3:29:57which we're going to tweak.
3:29:58And I'm going to do something
3:29:59really unique in a little bit later in the video
3:30:01is I'm going to show you how to tweak live.
3:30:03This is something I don't see any of the other go high level people do,
3:30:05but this is a way we can really get these things
3:30:07working by tweaking, listening, tweaking, listening and get it changed.
3:30:10So let's walk through all of this. So first things first time zone.
3:30:13What is the time zone of the bot? You pick whatever time zone you want.
3:30:15Maximum call time.
3:30:16This is how long the call can go on for.
3:30:18Honestly 12 minutes is fine. You can go higher though.
3:30:21120 depends on what kind of sales you're doing, but a lot of times
3:30:24you don't need to have these massive calls.
3:30:26We have idle time and reminder frequency. So this is really important.
3:30:28This is when everyone stops. So say no one talks.
3:30:31It'll go, hey, what are you doing?
3:30:33See you. Like right here. If you click this right here.
3:30:34They'll say an air which will remind a fixed time after silence.
3:30:37Really important.
3:30:37So what I like to do is I like to do around four seconds
3:30:39and I like to do two times.
3:30:40Again, you can pick what you want,
3:30:42but this is what I like to do that way, because
3:30:43sometimes they're going to stop talking. But what happens if you only have one?
3:30:46If they do it again or they're busy, the bot just sits there
3:30:48and everyone just sits there and stay silent.
3:30:50It's just like, that's not what customer support reps do.
3:30:53That is really weird and creepy. We don't want to have that.
3:30:55We want it to go if they're both silent.
3:30:57So again, if the person that's talking stops talking
3:30:59and it waits for seconds, it goes, hey, are you there? That's what it does.
3:31:02So right there and then right here you have end call after silence.
3:31:06So if it goes past two times, when do you want it?
3:31:0910s 60s 90s or when do you want to just shut off the call?
3:31:12Because after a while, if they're just sitting there like, what?
3:31:14Or it's let's say spam, we want to have that on.
3:31:17I actually want to show you something really interesting.
3:31:19If we go back to labs, let's find this right here.
3:31:22We have this right here. This is a new lab.
3:31:24It's live in eight days. You should already have it.
3:31:25But again, I like to overdeliver and show you everything.
3:31:27If you toggle this on, this essentially gives you spam protection and end call.
3:31:31So what this is going to do, is this going to immediately try to weed out spam.
3:31:34Because what we're having now in this AI future,
3:31:36just a little sneak peek from the future AI is starting to harass AI.
3:31:39It's kind of becoming this weird thing.
3:31:41So we want to have that diode so you don't rack up unnecessary bills.
3:31:4410s is fine and you have wait before speaking.
3:31:47This is really important.
3:31:47This is going to add a pause brief before the agent starts speaking.
3:31:50So it lets people breathe because you know how it is in conversation
3:31:53when you're like, hey, how are you doing in someone else's?
3:31:54Like, hey, how are you doing? And then they're like, what?
3:31:56And then they're like, what?
3:31:57And it's like people talking at the same time. Horrible.
3:31:59Sounds really bad. So that's where we dial that.
3:32:00So that's the first one which is call settings.
3:32:02So again
3:32:03make sure you go through all of this and you fine tune it with what you want.
3:32:06Always follow what I do as well because I've trained this stuff.
3:32:09So I know kind of the best practices.
3:32:11But when we test this thing live, I'll show you how to tweak this.
3:32:13So that is call settings. So get that dial.
3:32:15Now we move on to agent behavior.
3:32:17This is really important for making the agent sound realistic.
3:32:20So first thing we have response speed.
3:32:22So this has a couple different kind of ways we can go.
3:32:25This is how fast it's going to respond. So someone says hello.
3:32:27It goes hello or we slow it down. Someone says hello.
3:32:30The response speed this right here really important.
3:32:34You want this at about an 8.5.
3:32:37Now if you go to high you go above 8.5.
3:32:39If it here's the people breathing.
3:32:41It stops talking. You don't want that. It gets too sensitive.
3:32:44Again, if this doesn't make sense what this is as this is interrupting.
3:32:48So if they go, hey, wait a minute, I didn't want to do Monday and stop talking.
3:32:51If you have this lower, humans will say, hey, wait a minute,
3:32:54wait a minute, and the bots are just going to keep you yap.
3:32:56They all have those annoying friends that kind of
3:32:58they don't hear too well or they're just self there.
3:33:00They just. They keep talking. No, no, no, I'm trying to tell you.
3:33:02He's like, that's what this is like.
3:33:03You don't want it to be like that. Again.
3:33:05This is interruption sensitivity for the bot to just shut the hell up.
3:33:08Which guys you want.
3:33:10Trust me, because I've seen this happen.
3:33:11I've had people that come into my community that be like,
3:33:13hey, what does my bot sound?
3:33:15And I try to ask the bot a question and it doesn't just stop yapping.
3:33:18So you want that about 8.5 LLM temperature.
3:33:20This is kind of how it's going to speak.
3:33:21Do you want a little pizzazz. You want a little zest.
3:33:23You turn this up or down about one. That's fine.
3:33:26Or you can go higher or you can just apply the defaults,
3:33:28which if you click this, you'll see it's going to do the defaults.
3:33:31But again,
3:33:31I don't think the defaults are always great
3:33:33because the people that build these things don't
3:33:35actually run them through a lot of stuff. So I like to think I know about her.
3:33:38That's up to you. So that's where you'll dial in that.
3:33:40And again, when we test live I'll show you how to kind of play with this.
3:33:42But this is really important. So we have back channeling okay.
3:33:45And we have stay silent on hold phrases really important.
3:33:48So backchannel if we click this right here this is going to add stuff like oh okay.
3:33:52Oh. Oh yeah. It's going to add like basic human elements.
3:33:55Really important
3:33:55I recommend you have this on and I recommend you have it at about 0.6.
3:33:59Again humans do this.
3:34:00How many humans do you know that.
3:34:01Don't say something when you say something, tell something amazing.
3:34:03Do people just sit there and stare at you or they go, oh, wow, that's what this is.
3:34:07You want it, you want make it sound more human
3:34:09and you can add in your backyard only words right here.
3:34:11Or just let the lemon juice, it's up to you.
3:34:13And then right here you have stay silent on hold phrases.
3:34:16So when the caller says one of these phrases, agent will stop.
3:34:19So if you turn this on, you pick the exact phrase.
3:34:22So it could be like,
3:34:22you're an idiot, you want to stop, or if someone's angry, sad or whatever.
3:34:25It just depends on what you want.
3:34:27But this can be good if you have really obnoxious customers
3:34:30like certain industries, let's say maybe life insurance or these things
3:34:34where it's more emotional or whatever, you kind of want to have stuff dialed.
3:34:37That's kind of where you would put that in,
3:34:39or just if you have a regular business, but that's how you would toggle that on.
3:34:42So that is everything in agent behavior.
3:34:44Again, if you guys have questions, draw them down below.
3:34:46So that is agent behavior.
3:34:47We now have transcription and speech okay.
3:34:50So in here this is where it's going to transcribe the speech.
3:34:53So it's going to go through and basically make it into text.
3:34:56If you have an accurate I recommend the best fast.
3:34:58It moves quicker.
3:34:59But what ends up happening is it miss hears people
3:35:01and it doesn't give them the best result.
3:35:03So this is really important for having the bot not be an idiot.
3:35:05You can also add custom in here where this gets really dry,
3:35:08where you can add Azure or deep gram and then basically have time put.
3:35:12This is way too complicated in my opinion.
3:35:14I recommend just having this on accurate.
3:35:17Let me just break this down.
3:35:18The AI bot isn't a human. It doesn't hear.
3:35:20Does that make sense? It's not like, hey, how are you doing?
3:35:22And then it listens, gets text that comes in, that becomes text.
3:35:26It transcribes your voice into text, then it reads it.
3:35:29That's the way the robots work because they don't have ears.
3:35:31So this is going to go through and get it quicker to respond quicker.
3:35:34But often what happens
3:35:35is it's going to go in and it's going to transcribe it too fast
3:35:38and then you're going to miss out on words.
3:35:40It's going to jumble words and it's not going to understand you.
3:35:42So again, if you want to go really in-depth,
3:35:44like I said before, you can go into the whole custom thing
3:35:46and get this really dialed, but accurate is pretty much good.
3:35:48Then in here you can have right here
3:35:50works well with most industries, or you can have optimized for healthcare.
3:35:52So if you do HIPAA compliant stuff, you're in the medical space.
3:35:55You're going to want to have this on.
3:35:56If not, just do general and then stuff with keywords.
3:35:59If you want to add anything with keywords, if you click this right here
3:36:01or say prioritize specific
3:36:02words during transcription for better recognition accuracy.
3:36:05This could be for people giving you sensitive information or whatever.
3:36:09Again, I'm not in healthcare. I'm not going to say anything about that.
3:36:11But that's where you would add stuff like this.
3:36:13And then pronunciation dictionary.
3:36:15If we add this right here, we can enter a word okay.
3:36:18So it could be like laksa or something that you might think would be weird.
3:36:21And then we can pronounce it so the bot knows how to say it.
3:36:23ET cetera etc..
3:36:24And then you have the formats you can choose from.
3:36:26And then you just click confirm.
3:36:28But again sometimes you might want that
3:36:29if you have a more sophisticated buyer it just depends.
3:36:31And guys,
3:36:32one of the things I want to show you because I know you're
3:36:33drinking from the fire hose here, this is a lot of information.
3:36:36My whole point in running you through all of this is not just to be like,
3:36:39hey, here is all this stuff I'm trying to show you that high
3:36:41level has so many different dials open so we can make these a voice agents
3:36:45practically human like. That's really the point here.
3:36:48And some of the stuff you're not going to need to use,
3:36:49but just to know it's there in case you have a client that's selling
3:36:53to, you know, jets like you might need these kinds of things.
3:36:56Every niche is slightly different. So high levels open these doors.
3:36:59We can make this amazing.
3:37:00So that's where we do transcription and speech.
3:37:03And that's really how we're going to get it to understand you.
3:37:05Then we have translation.
3:37:06This is simply just the summary.
3:37:08And in here is only available
3:37:09in the agent language is set to a non-English language.
3:37:12So we come right here.
3:37:13Let me click German.
3:37:14Going to translate. So if you want that that's where you do it.
3:37:16So that's how you do the whole translation thing.
3:37:18Now we come into some of the more dialed settings okay.
3:37:22So voice settings out of all of these because there's a lot of different stuff.
3:37:25Voice settings is how we're going to get this thing to sound really human.
3:37:27The other ones are more backend stuff
3:37:29how we're going to get it to respond to human.
3:37:30But this is how we get the sound really dialed.
3:37:33Okay, so first things first noise cancellation mode.
3:37:35This is going to filter out unwanted background.
3:37:38So right here you can do do not remove remove remove plus background.
3:37:41You can do remove and you can pick from any of these I recommend you do this one.
3:37:44And then you pick a background sound.
3:37:46This is so important to make this sound human.
3:37:48Let me explain what this is this and you're going to see it
3:37:50when I test live I will play with this.
3:37:52So you understand this is legitimately background noise that you are hearing.
3:37:57So when you talk to people on the phone,
3:37:58is it just dead silent like they're in space?
3:38:00Call anybody you hear something.
3:38:02You're someone to be talking the back, someone moving.
3:38:04It's never perfectly silent.
3:38:06So with this you can put on a coffee shop.
3:38:08So it's a clink, clink, blah blah blah. Convention hall. Oh, are you doing Jim?
3:38:11Blah blah blah.
3:38:11Summer outdoor birds tweeting, mountain outdoor bears howling.
3:38:16That's not. But you get what I'm saying. You pick the mountain outdoor.
3:38:18They don't howl by the way they roar.
3:38:20But static noise or call center where it sounds like a call center.
3:38:23So again,
3:38:23the whole point of these guys is
3:38:24you are legitimately getting background noises in your videos.
3:38:28Really important. I definitely recommend you have these on.
3:38:30I like coffee shop. It just sounds good now and here.
3:38:32And then once you have your background voice picked, we then move on to
3:38:36how loud do you want it?
3:38:38Okay, I recommend maybe an eight x.
3:38:39We're going to show you
3:38:40when I test again live, but if you have this too loud,
3:38:43it sounds like the person's at the nightclub. Look.
3:38:45How you doing?
3:38:46You don't want that.
3:38:47It sounds very unprofessional.
3:38:48I recommend either that or around that.
3:38:50And again, I'll test live so you can see. But that's important.
3:38:53Now here, this is probably one
3:38:54of the most important settings for making this thing sound legit is the speed.
3:38:58I recommend going a little faster again.
3:38:59You will see when I test live, because what happens when you have it too slow?
3:39:02It's like this.
3:39:03Say it's reading this. It'll be like hello,
3:39:05you've reached economy landscape, how can I help you today?
3:39:08Who do you know that talks like that when you talk to most people?
3:39:11Hey, how are you doing? How are you doing?
3:39:12Hey, it's Declan, like they speak faster.
3:39:13And for some of you that, like, man, Declan speaks way too fast.
3:39:15I got you.
3:39:16I understand, but you want this to be just fast enough so it sounds human like.
3:39:20Again, we will play with it because every voice is different.
3:39:22And that's going to be a little pro tip.
3:39:24Then I'm going to show you when you test
3:39:25is that these settings are also dependent on the voice and how you train it.
3:39:29So important. This is some very advanced stuff.
3:39:31A lot of people would say my voice didn't
3:39:33sound great when I had the speed cranked up high,
3:39:35but then certain ones are like when it was low,
3:39:37it sounded more human because it depends on the voice.
3:39:39But there's always general benchmarks, so we'll play with that.
3:39:41To get a saved, always click save to get it dialed.
3:39:43And then we have voice stability.
3:39:44This is kind of how it's going to sound. You want it more aggressive.
3:39:47You want it more loud. You want to like dialed.
3:39:49I recommend having on the more stable side, but 85 is a bit too much.
3:39:53I like to go to 75.
3:39:55Sounds a little more human like, but you don't want to go too low
3:39:57because the thing starts to sound like what is going on.
3:40:00And again,
3:40:00you can always apply defaults by clicking this
3:40:02and it resets it, but you can always dial that again.
3:40:04Guys I want to let you know I know I've said this
3:40:06like a thousand times, but the people building this,
3:40:08they do a good job,
3:40:09but they do a lot of stuff thinking in theory that this is good.
3:40:12I actually deal with local business.
3:40:14So I'm giving you what actually sounds better.
3:40:16Again, you're gonna have to figure out for yourself.
3:40:17But that's why I'm not exactly going with the defaults.
3:40:20Then in here you have voice volume.
3:40:21I recommend you have this up.
3:40:23You can't really have to loud of a voice.
3:40:26The reason being is they can always just turn down their phone.
3:40:29That's why
3:40:29I think a lot of people this is something that's like you always want to hire
3:40:32because there's a lot of people that are hard of hearing.
3:40:34But also I know a lot of people that they think,
3:40:36oh, I don't want it to be annoying and it's so quiet you can't hear it.
3:40:38Always have it louder because they can turn it down
3:40:39and people are used to turning it down. So always go on the higher side.
3:40:42You have speech normalization.
3:40:43This normalizes numbers, dates, currency values
3:40:45spoken from a consistent text to speech output.
3:40:47This is going to do more on the transcription side of things.
3:40:50So we can have that on. And then you have dynamic voice speed.
3:40:52So this is very very dialed for let's say if you're trying to do some sales stuff
3:40:57to match your prospect,
3:40:58I actually recommend having this on because it'll be like this.
3:41:00Hey Jim, how are you doing?
3:41:01And the boss is going to be like, hey Jim, how are you doing?
3:41:02It's going to match them. See what I'm saying?
3:41:04Because with certain people, if you talk to a slow person that's slower
3:41:08and you're really amped up, it kind of freaks people out or vice versa.
3:41:11They go this person's low energy, low vibrational creature.
3:41:14So you guys all know this. This is dealing with humans.
3:41:17I'm trying to make this thing sound human.
3:41:18You want it to have that matching ability.
3:41:20So sometimes recommend to have that on guys.
3:41:23Again I know I'm going so in depth,
3:41:24but I'm trying to give you everything I really am.
3:41:26I spent so much time doing this video and learning all this.
3:41:28So that's how we dialed that in. Then we have post calls.
3:41:31So this is exactly what you want to happen after the call.
3:41:33Now we can do a lot of this in actions but we can have it.
3:41:35Get all the summary right here.
3:41:36We can also click this on or off.
3:41:38If we click this it'll send an email summary
3:41:41to basically different users in go high level.
3:41:44So this is great
3:41:45if you want like a summary of how the call went, you can click all admins
3:41:48and it's going to send to specific users or have everyone or it can go to one user.
3:41:53It can go to specific users. Right here we can click the exact user.
3:41:56So I want to go to Go Wizard or it can be a custom one.
3:41:58Now this is great if you want email sent out. Hey.
3:42:01They close the deal.
3:42:01Hey they didn't. This person sucks.
3:42:04That's the way we would dial it in.
3:42:05So that is all dialed right here. And then right in here.
3:42:07After the call ends, we can always put them in a workflow.
3:42:10So if you do something like, hey, this is a customer support call
3:42:14for a specific product,
3:42:15you could click a workflow that immediately drives them
3:42:18into nurture sequence to sell them on another, totally dependent on how you are.
3:42:21Drop a comment down below or answer if you have any questions on this.
3:42:23But this is very, very important for getting stuff dialed, okay?
3:42:27And I think a lot of this stuff completely depends on your sales process.
3:42:30I have some people going, do I have to do that?
3:42:31Absolutely not.
3:42:32It just depends on what you are trying to do.
3:42:35Then we move on to reporting.
3:42:37This is very neat.
3:42:38This is where we're going to get a performance summary email right in here.
3:42:41As you see here we have weekly every two weeks monthly I recommend
3:42:45honestly you do every two weeks and you do all admins unless you wanted to
3:42:48go to someone specific like you if you're the owner.
3:42:50But this is just going to give you like a report.
3:42:52Now quick pro tip if you have clients okay.
3:42:55And you are dealing with businesses, say you sell a landscaper.
3:42:59What I recommend you do because this is really important
3:43:01as I recommend you toggle this on to weekly.
3:43:03Okay. This is just a massive pro tip.
3:43:04And you pick their specific user and make them an admin.
3:43:07Because what this is going to do if we come back here okay.
3:43:09Out to your sub account, it's like reporting.
3:43:11It's going to send the reports going to avoid closed these people.
3:43:14The voice agent did this.
3:43:15It's going to guide them to a specific thing showing them data.
3:43:18That's why we want that.
3:43:19This is big Pro tip guys is that we're going to send reports automatically.
3:43:22You just make them a user and go
3:43:23high level and then send it in and you're good to go.
3:43:25Very simple.
3:43:26And if you don't know how to create users
3:43:27I know I shouldn't be doing this, but I'm just going to show you anyway.
3:43:29You come right in here to business profile,
3:43:30come to my staff and you just add it in right like this.
3:43:33Put it in their exact name, last name, email next
3:43:36and then you'll be able to choose from it right in there.
3:43:38So that's how you do that.
3:43:40Then you have system prompts.
3:43:42So this is more stuff to get it dialed. Like this stuff.
3:43:45We don't really need to go through this because we did a custom version.
3:43:47So you absolutely can you can do clear all if you want.
3:43:50But the whole point of this, because this is the thing is
3:43:52like a lot of this is for if it's at default.
3:43:55Because when you walked in, there was already a prompt here
3:43:56when we clicked appointment booking.
3:43:57That's what these are.
3:43:58But we already have this.
3:43:59Technically, you can clear all of these okay.
3:44:01And get rid of them because we already have this dialed like we don't need it.
3:44:05But if you wanted to apply defaults you click that and then you're good to go.
3:44:08Then we have outbound settings.
3:44:10So this is extremely important.
3:44:12This is the outbound caller
3:44:15okay I'm going to try to make this as clear as possible.
3:44:17Inbound is when someone calls you.
3:44:19Outbound is when the AI calls you or leads or whatever.
3:44:21That's the way it works.
3:44:22So this is where we dialed the outbound settings.
3:44:24So in here you have enable AI disclosure.
3:44:26This will say hey this is AI calling you.
3:44:28That way they know there's a lot of compliance around this.
3:44:30You got to pick. And you have concise standard conversational custom.
3:44:33So you pick from right there.
3:44:34You have play disclosure on every call.
3:44:36You can do that or not toggle that on just like that.
3:44:39And then as you see here you're going to see what it's saying.
3:44:41You always need an opt out mechanism.
3:44:42You got to have that guys. Again I'm going to be honest.
3:44:44It's a lot of compliance around this. You got to pick that.
3:44:47But that's where we're going to dial the basics of the outbound.
3:44:50Then right here you have voicemail and IVR.
3:44:52So if you don't know what I've r is okay.
3:44:55It is like press five to get to support.
3:44:57Press two to get to customer whatever.
3:45:00It's like you pick from numbers and they have that in high level.
3:45:02If you guys want to learn how to set up IVR, I got a video on it.
3:45:05Drop it down below, I'll send it to you.
3:45:06Just put in the comments, show me how to set up IVR and I'll send you my tutorial.
3:45:10So right in there we have enabled voicemail
3:45:12detection is if you want to drop a voicemail right in
3:45:14that hang up the static message you pick right in there which one you want.
3:45:17If you want to enable a voicemail,
3:45:18and then if you want to do the whole
3:45:20IVR detection, if it's messing with a call center, you would toggle that all.
3:45:23So that is how we dial out the outbound.
3:45:25Again all the settings right here is for outbound okay. Wow.
3:45:30We're going deep on this guys please if you have questions
3:45:33let me know because we are not done. We got more to go.
3:45:35Made this the ultimate tutorial for a reason.
3:45:37No one is going as as in-depth on this as me because I'm trying to overdeliver.
3:45:40So then once we have all of this stuff set up, we then need to deploy it.
3:45:44So if we click deploy, it's
3:45:46then going to bring us through a couple different things
3:45:48we need to tweak to get this thing hammering.
3:45:50So first thing is numbers and pool.
3:45:52If we click this we can click a phone number to add in.
3:45:55You click it right here and this.
3:45:56Now if you do not know anything about phone numbers
3:45:58and high level, we can click Buy New Phone number.
3:46:00We can come through this whole process and buy a phone number for $1.21.
3:46:04You just click it, click proceed to buy.
3:46:06We have a couple filters you can filter by.
3:46:07If you guys don't know anything about the phone
3:46:09number system, drop a comment down below saying,
3:46:11I want to see how to set up the whole phone number system.
3:46:13I have a whole tutorial on this. Don't worry, it's amazing.
3:46:15But if you want to do that, it's right down below.
3:46:17So that is how we do that.
3:46:19And then one other pro tip with numbers is you can also port a customer's
3:46:22existing number. Indigo high level. It does take some time.
3:46:25I have a video on it, but it does take time.
3:46:27That's using an existing businesses phone number and plugging in a high level.
3:46:30And maybe do it right like that.
3:46:32Then we have call routing so we can answer the calls directly or have a backup.
3:46:37That's just depends on what you want to do.
3:46:38You have either one.
3:46:38So again
3:46:39AI agent answers every call immediately or AI agent answers when no one picks up.
3:46:43So if you're wondering like why would I need this?
3:46:45Say you have a call center, okay?
3:46:47Or you have Sally on the front desk talking to people.
3:46:50If you have essentially a ton of call volume and she's on another call,
3:46:54if you do this as a backup, what will happen
3:46:56is if Sally can't pick up the phone, AI steps into picks up a phone.
3:46:59This is actually super handy and very powerful for a lot of people
3:47:02that are going to need AI to basically help the team out,
3:47:05because a lot of people like their front desk people.
3:47:07That's how you're going to
3:47:08how do I say it complement the front desk instead of firing them?
3:47:11Then we have working hours so you can do all 24 seven hours or custom
3:47:15schedule, right?
3:47:15And here you pick the exact days you want the exact times.
3:47:18Just click right here and in here. And you pick what the day.
3:47:21So this is when you want the bot to work.
3:47:23When do you want the bot to work. This is when you pick it.
3:47:25Or you just do all hours and use as a backup.
3:47:27Which guys I kind of recommend.
3:47:29So I'm going to give you a quick pro tip, because we got a lot more of amazing
3:47:32pro tips to go through, but this is more of a sales pro tip guys.
3:47:35With this you have kind of three different people
3:47:37you're going to be selling to with and voice agents.
3:47:38And this is so important. So please listen very closely.
3:47:41Number one restart.
3:47:42So you have number one
3:47:43which is going to be people that just need customer support in sales.
3:47:46Just regardless their team isn't good enough or they just need it.
3:47:49Those people are just going to avoid agent doing all of the work.
3:47:51You then are going to have people that are going to use as backups.
3:47:54AI and humans work together and that's what this is.
3:47:57Sally came back up the phone. Someone else helps them.
3:47:58Number three is going to be after hours. People.
3:48:01These are people that cannot answer calls during the weekend.
3:48:03So those are the three different people and they're very powerful
3:48:05and they're each a different avatar you can sell to.
3:48:07A lot of people don't know this
3:48:08because they're not selling a voice agents I am, so I understand this.
3:48:11That's why I'm giving this to you.
3:48:12You have the three different types. So that's where you plug it in.
3:48:15So last minute least we have chat widgets okay.
3:48:17This is how we're going
3:48:18to get the AI bot on a website to allow the website to speak.
3:48:22So we click right here.
3:48:23So we click right here.
3:48:24And we find the exact chat which we want.
3:48:26Or we can create a new widget.
3:48:27So real quick because this is a massive pro tip,
3:48:29I'm just going to give this to you as a bonus in this video.
3:48:31This is how we add a chat widget to a website.
3:48:34So let me show you exactly how. Okay.
3:48:36If you don't have one selected you're going to click Create New widget okay.
3:48:39It's going to say widget created and connected.
3:48:41And then we have Sally widget. So this is so cool.
3:48:43The high level is a new update. And they made it way quicker way faster.
3:48:46You just click that and it's going to create it.
3:48:47Now check this out. If we come back okay.
3:48:49When we come all the way to sites and we come to chat with it, you will see
3:48:53we now have the Sally widget. This is so cool.
3:48:55Now if we click in here, we now have this exact widget that's already ready.
3:48:58And we can take this code and we can put this on any website we want.
3:49:02That is how beautiful this is.
3:49:03But if we're like, hey, we just want to do it on a go.
3:49:06High level one, what we're gonna do is we're going to come to sites,
3:49:08we're going to come to websites, we're going to click landscaping.
3:49:10I'm going to show you this, I'm going to open this in a new tab here okay.
3:49:14But I want to show you something.
3:49:15This is just a dummy website. This doesn't have any chat widget.
3:49:17But if we click settings right here and we scroll down
3:49:20we can click this and we can click Sally widget.
3:49:22Just like that.
3:49:23We click save just like that.
3:49:25And then we can come back to this website.
3:49:27We can refresh it.
3:49:28And then I want to show you something really cool. Look at this.
3:49:30We now have Sally the chat widget.
3:49:32Check this out.
3:49:33Hello. You've reached Economy Landscaping.
3:49:35How can I help you?
3:49:36So obviously we have to still dial that.
3:49:38That's not properly Sally, but yeah. Amazing that is.
3:49:40How cool is that?
3:49:41We now have the ability to add it like this.
3:49:43Whereas before
3:49:44you had to go in to chat widgets, you had to create it and go through it.
3:49:48But what high level has literally enabled us to do is come right in here, okay,
3:49:52go right into Agent List, come right in here, come to deploy,
3:49:55and we can just create a new widget like that.
3:49:58How cool is that? High level is amazing.
3:50:00And guys, these are all new things so many people don't know.
3:50:02You can do this. You can just create a widget like that.
3:50:04So before we get into testing, I just want to let you know with this kind
3:50:07of stuff, you're going to want to create this for one very simple reason.
3:50:10If you're working with a local business, you want to have as many ways for the bot
3:50:15to answer calls as possible. Why?
3:50:17Because if we come right back here when we go to build,
3:50:18if you guys remember what we talked about earlier
3:50:20about reporting and this kind of stuff, this is really important,
3:50:24okay, that they have more calls to get data with.
3:50:27Because if you have only a couple of calls,
3:50:28but you put it on the website and you get way more, what ends up happening.
3:50:31And again, this is what I talk about letting the website speak.
3:50:34That's what I say. Speaking websites.
3:50:35What ends up happening is it goes through and they see
3:50:38it did way more work and they go, amazing, this thing actually works.
3:50:42It's just a way better flow.
3:50:43So that's the way we would simply do that.
3:50:46So now is the time okay for me to test this bot
3:50:50and run through an essential way to dial it in real time?
3:50:54Also after that I'm going to show you this only takes about five minutes.
3:50:57How to use ask AI and this is another free prompt
3:50:59I'm giving you so that we can build out an AR chatbot like that.
3:51:02And then a couple more pro tips.
3:51:03So now it's time to test this thing live.
3:51:06This is where all the magic happens.
3:51:07So what we can do is we can do the classic phone call
3:51:09where you put in a phone number right in there, and then you have it
3:51:11call your phone, which I recommend you do to make sure it works.
3:51:14But the easier way right now is just to do the web call.
3:51:16And the reason we're going to do the web call
3:51:18is because I already know it works on the phone,
3:51:20but it's because this is
3:51:21how we can test much faster because I'm going to tweak settings,
3:51:24save, restart call, tweak settings save to show you what I mean by
3:51:28fast tweaking, because if you do the phone call,
3:51:30you have to keep putting in your phone number and keep calling and has to ring.
3:51:33And it takes way too much.
3:51:34Guys, again, I'm giving you all of the fastest way to do this
3:51:36because I know some people that literally do that.
3:51:38So let me show you exactly what I'm talking about.
3:51:40So we come in here and we click Start Web Call. This is how we test.
3:51:42Watch this.
3:51:43Hello. You've reached Economy Landscaping.
3:51:46How can I help you today.
3:51:47I am looking to have my hedges trimmed.
3:51:53Thanks for reaching out.
3:51:54We mainly offer lawn mowing and weed eating services.
3:51:57So boom right away.
3:51:58Definitely don't want that voice.
3:51:59Because if you are, let's just say in America helping basic people, that's
3:52:04probably going to be clearly they know that's AI because who has a very posh
3:52:07British accent, a landscaping company probably not going to be a thing.
3:52:11So what we do instead, we're going to say, hey, we want to.
3:52:13Pick the 90s were fun.
3:52:15Hey. Any of these? So let's say let's do Apple.
3:52:17We're going to click this right here. We're going to click save.
3:52:18We're going to click save.
3:52:19And I want to show you really quick how we're going to do this fast.
3:52:21Now watch this. Hello.
3:52:22You've reached the economy landscaping.
3:52:24How can I help you today. Hey how you doing?
3:52:27I'm doing well.
3:52:27Thanks for see.
3:52:28Boom boom boom.
3:52:29We can get fast repetitions and we can keep editing.
3:52:31So now we're like, okay, I like that.
3:52:33How do we tweak this even more?
3:52:35So let's try it.
3:52:36Let's try in German. Let's see what it does. It do this.
3:52:38Are we going to select a new voice?
3:52:39Oh I see.
3:52:40Not all voices.
3:52:43We'll do that one. Hello.
3:52:44See how many economy landscaping we can.
3:52:49Duncker.
3:52:54I don't know German, so I'm not going to phone it in.
3:52:55But you see what I'm saying?
3:52:56We can go through and we can test. So that's language.
3:52:59But we don't want on German. One in English.
3:53:00So we're going to go back to the hope save boom.
3:53:03So we're going to save. So we're like okay we have the language dialed in.
3:53:06We have the voice dialed in.
3:53:08We have the model dialing okay.
3:53:09We're good. Now let's go through more stuff.
3:53:11So we're like, let's get this thing to sound better.
3:53:13So what we're going to do is we're going to voice settings okay.
3:53:15So now in here we go okay. Let's try voice speed.
3:53:17So now this is the testing I was talking about.
3:53:19We click voice speed all the way up.
3:53:21And I recommend you do this because it's how we get it to work.
3:53:22Well now check this out. Hello.
3:53:24You reached the comedy landscaping. How can I help you today?
3:53:26Hey, how are you doing?
3:53:28I'm doing well. Thanks for asking.
3:53:30How can I help you with your landscape?
3:53:31Now we come here and I watch this. Hello.
3:53:33You've reached economy landscaping.
3:53:35How can I help you today? Yeah.
3:53:37See it? Just gonna keep playing with it.
3:53:39So then what we do is we go. Okay. What makes it sound really real?
3:53:42So let's do 1.25. Let's see how. This sound. Hello.
3:53:44You've reached Economy Landscaping.
3:53:45How can I help you today? Perfect. To me.
3:53:47So then you go there and then we can keep playing with it.
3:53:50Now, this is what I told you about the background noise.
3:53:52So listen to this.
3:53:52This is coffee shop.
3:53:53Let's turn it all the way so you can hear what I'm saying again.
3:53:55Guys, I'm trying to give you all the best pro tips, so don't listen to this.
3:53:57Now listen. To this. Hello.
3:53:58You've reached Economy Landscaping. How can I help you today?
3:54:05Here.
3:54:06That background noise.
3:54:06Now we're going to change it from coffee shop to call center.
3:54:09Now listen to the difference. Hello.
3:54:10You've reached Economy Landscaping.
3:54:11How can I help you today?
3:54:16Say you can hear the background noise,
3:54:18so I recommend you have this turn right there.
3:54:21It's pretty good. So now listen to this save new call.
3:54:24Hello.
3:54:24You've reached Economy Landscaping.
3:54:26How can I help you today?
3:54:29Much more quiet.
3:54:29So you pick exactly how you want to go, and then you just pick,
3:54:32and then you come through here and you're
3:54:34just going to go through each of these and pick exactly what you want,
3:54:36just like it did.
3:54:37And you're going to go back and forth, back and forth, fine tuned, fine tuned,
3:54:39fine tuned, fine tuned to make sure it's working.
3:54:41Now, if you're like, I want to make sure this thing is really working.
3:54:44You want to test in live scenarios.
3:54:45So if we come in here and we say, hey, we want to make sure it's
3:54:47booking appointment, you're going to have to go through
3:54:49and you're going to have to really test this thing.
3:54:51So email address, full name, phone number.
3:54:53And you got to really test it. So we're going to save it.
3:54:55Now we're going to run through live
3:54:56to make sure this thing is working and then making sure it's actually saving.
3:54:59So we're gonna come here.
3:55:01Let's go through.
3:55:02Hello. You've reached Economy Landscaping.
3:55:04How can I help you today?
3:55:05Hey, how are you doing?
3:55:06I am trying to get my lawn mode.
3:55:09I'm doing well. Thanks for asking.
3:55:11I'd be happy to help you with lawn mowing.
3:55:12Can you tell me where your property is located in Seattle?
3:55:15Say it is at 3745
3:55:19Eagles Lane.
3:55:21Thanks for sharing your address at three.
3:55:23745 equals lane.
3:55:24Is this a one time lawn mowing or are you looking for ongoing maintenance?
3:55:27I'm looking for some ongoing maintenance.
3:55:29My lawns unruly.
3:55:31Ongoing maintenance sounds like a good fit,
3:55:33especially if the lawns gotten a bit unruly.
3:55:35Are you interested in regular mowing and weed eating,
3:55:39or do you have any other specific concerns you'd like us to address?
3:55:43Let's do all of them!
3:55:47Great!
3:55:47We can take care of both mowing and weed eating for you.
3:55:50Would you like to schedule a free consultation so we can take a look
3:55:53at your lawn and discuss a maintenance plan?
3:55:56Yes, please. Perfect.
3:55:59What days are times usually work
3:56:00best for you to have someone come by for the consultation?
3:56:03Let's do. What's the earliest you have available?
3:56:08I'm checking for
3:56:09the earliest available consultation, but I don't see any open slots right now.
3:56:12Would you like a team member to call you back with the soonest available time? Yes.
3:56:16Or is. It so? Boom! That's perfect.
3:56:19Why do we want that?
3:56:19Because I didn't have the proper user set up.
3:56:21See what I'm saying?
3:56:22It's giving you feedback in real time and then you go, okay, what was the problem?
3:56:26Well, the problem is the calendar doesn't have a user properly attached.
3:56:29So you want to go through and have an actual user attached to said calendar
3:56:32that goes through so we can get it all dialed.
3:56:34Does that make sense?
3:56:35If you guys have any questions on any, please drop them and I'll answer.
3:56:37But this is how we test it.
3:56:39You go through,
3:56:40use this little hack I showed you and you try to break the AI voice agent.
3:56:44Always do that before you go live.
3:56:45It should only take you 15, 20, 30 minutes to do, but I recommend you do that.
3:56:49Otherwise you're going to sit there and you're going to try to do things
3:56:53and it's not going to work.
3:56:54And then you're going to be like, this sucks,
3:56:55but it's because you didn't train it properly.
3:56:56So test, test, test always.
3:56:59And then you make the little tweaks and then you get to book
3:57:01and then you're good to go.
3:57:02So that is the complete manual way to do that.
3:57:05Don't worry. The next way is very, very quick.
3:57:07I'm going to show you it is the ask AI way.
3:57:09It's much faster so do not worry.
3:57:11So now we're going to come into this part which is down
3:57:13below again guys both of these prompts are down below.
3:57:15You get them completely for free when you join my free community.
3:57:17These prompts took me a while.
3:57:18Again, they are free to you
3:57:20when you get into the community, but they're absolutely incredible.
3:57:23So what we're going to do
3:57:23now is we're going to take all of this, and we're going to come in to ask AI,
3:57:27this is going to be the AI way we do this entire thing.
3:57:31So you're going to come right up here with this problem because you can see it's
3:57:33ask AI and we're going to do the same thing
3:57:35we're going to do I voice agent name.
3:57:36This time we're going to do what should we do.
3:57:39We'll do Tina. We'll do Tina.
3:57:41You put in the business name.
3:57:42We're going to do Echo Landscaping this time, business type,
3:57:46land scaping location, service area.
3:57:49We're going to do Seattle main services,
3:57:52lawn mowing, weed eating.
3:57:56Key benefits current offer free console just like before.
3:58:00This one is a lot different though than the other prompt.
3:58:02Again, both these are free.
3:58:03This one's a lot different because it's geared towards ask opposed to manual.
3:58:07So once we have this we then click enter.
3:58:09And the AI voice agent is going to start building this out.
3:58:13All right.
3:58:13So we are now done.
3:58:15Let's see if it builds it as you come right here blah blah blah.
3:58:17We have Tina of Echo Landscaping.
3:58:19We're coming to AI agents.
3:58:21We're going to voice AI agent list.
3:58:23There it is, Tina.
3:58:24We click it built out.
3:58:26It's even got this stuff.
3:58:27It's all dialed in.
3:58:29It's actually in a way, better.
3:58:31The only problem, though, is it's not fully fine tuned.
3:58:35Now, you may be like,
3:58:35well, why don't we just do this way every time as opposed to the manual way?
3:58:38Just use ask AI, it misses stuff and you have to go back.
3:58:41And what I was recommend for people that are getting really into the
3:58:44AI is you have to first understand the manual way.
3:58:47The reason being is it makes you do the AI way, way better and faster.
3:58:50Because I ultimately want you to become a wizard yourself.
3:58:54That's what I want.
3:58:54I want people to become really, really good at this stuff.
3:58:56So please do that
3:58:57because that is something you're gonna need to understand how to do.
3:59:01So one last thing I want to show you, which is really neat.
3:59:03If we come in here like,
3:59:04okay, we have all this stuff, but I really liked the way my other bot was.
3:59:08This is something I've shown in the chapel
3:59:09video is amazing also, but check this out.
3:59:11If we come back to ask AI, we can say now please match the settings
3:59:17that Sally has the other AI voice
3:59:21say just little trick but not the actions.
3:59:25We click enter.
3:59:26Now what this is going to do is this is going to look at Sally and go,
3:59:29okay, the voice temperature was this way, the voice speed was that way.
3:59:32And it's going to go through and it's going to dial and try to match.
3:59:36And then right in here
3:59:37you'll see it goes through and it's bringing up all the exact settings.
3:59:40We click yes apply Sally settings.
3:59:42And it's going to go through and it's going to apply them.
3:59:44Now why this is important
3:59:45is because if you have that one AI voice digit that is absolutely amazing.
3:59:49We can just mimic and match off of it. Boom.
3:59:52Look at that.
3:59:52So we can either click this right here,
3:59:53go back or we're just going to come to AI agents.
3:59:55We're going to voice AI.
3:59:57And I want to show you how cool this is.
3:59:59Tina has the settings that we had on Sally.
4:00:04How cool is that? It is now matched it.
4:00:11So to build an AI chatbot
4:00:12inside a go high level, you're going to come into your dashboard,
4:00:14you're going to go right to AI agents and you're going to come to conversation AI.
4:00:18So there's going to be two different ways.
4:00:20We're going to build AI chatbots inside of go.
4:00:23High level number one is going to be the manual way.
4:00:25Number two is going to be the ask AI way.
4:00:28Now I have these two free AI prompts that are going to make this way easier.
4:00:32But I have to let you know there's been so many massive updates with this
4:00:35that I had to come up with a new brand new tutorial that shows you everything.
4:00:39This video is going to be extremely in-depth, so if you have questions,
4:00:43drop in the comments because we're going to be building hard today okay.
4:00:46So first things first we're going to click Create Bot.
4:00:49This is going to be step number one.
4:00:50And you're going to have two different options.
4:00:52You're going to have prompt based bot or flow based builder.
4:00:55Flow based builder is very advanced.
4:00:57And it's for really complicated steps to be honest we don't need that.
4:01:00The prompt based spot is just good enough to do everything you need it to do.
4:01:04In my opinion, it's faster and better.
4:01:06So we're going to click Create New Bot
4:01:08and you're going to be brought to a couple different options.
4:01:10Number one you have general Q&A which is going to answer questions.
4:01:13Number two you have appointment booking which is going to book appointments.
4:01:16Number three you have marketplace templates.
4:01:18These are pre-built out AI chatbots that you can check out.
4:01:21And then number four is start from scratch.
4:01:24What we're going to do is we're going to click
4:01:25appointment booking because this one can also do general Q&A
4:01:29little trick right there.
4:01:30So we're going to click this right here.
4:01:31And we're going to click continue.
4:01:33So real quick if your builder does not look like this
4:01:36you need to go down into settings right on down into labs.
4:01:39And you need to enable the new page
4:01:42builder which will be right here. Okay.
4:01:46You should already have it says enabled in two days.
4:01:48You should already have it.
4:01:48But in case you don't, just make sure you enable it okay.
4:01:50So first things first we need to name our AI chatbot.
4:01:53We're going to click up here.
4:01:54And we're just going to name this Lizzie okay.
4:01:57You put whatever name you want in. But that's step number one.
4:01:59You name it okay.
4:02:00Step number two would be the model.
4:02:02So then we're going to leave the model as is.
4:02:04Then we're going to go to business name.
4:02:06What we're going to put in here is Zimmerman Hair salon okay.
4:02:11Because we're going to be demoing that as a chatbot for this video.
4:02:14So you can see a real setup, real application, not just a dummy.
4:02:17I want to show you a real setup from there.
4:02:19We then going to move on to this right here.
4:02:22So these are the steps follow.
4:02:23Just like I'm doing I'm
4:02:24doing this in the fastest best way because this is the manual.
4:02:27We can stop here and then we move on to this.
4:02:29So what I have for this to make this much faster is this free AI prompt.
4:02:34Again you can get down below.
4:02:35And what we're going to do
4:02:36is we're going to copy all of this, and we're going to take this exact thing
4:02:40and we're going to put it into ChatGPT or whatever you use.
4:02:45And for this, we're basically going to fill this out
4:02:47to get the right prompt to then copy and paste in here.
4:02:51And the reason I like to use ChatGPT, as opposed to
4:02:53some of these other llms, is they have a perfect free plan
4:02:56that can do all this so you don't have to spend any money.
4:02:58So business name we're going to do so a Zimmerman hair
4:03:02salon you're going to follow just like I'm doing business type hair salon.
4:03:05This is going to be the niche.
4:03:06So whatever niche the company is, put it in their location area.
4:03:09This is where you're going to put in the exact location
4:03:11we're going to do per civil Virginia.
4:03:15Okay. Then we're going to do main services.
4:03:17We're going to do high lights, hair cuts.
4:03:22Again, you're going to put in whatever you're putting in.
4:03:23I'm just doing this for the sake of the video.
4:03:25But you put in your actual services then key benefits.
4:03:27We're going to say highest rated hair salon in Percival.
4:03:33From there we have everything we need.
4:03:35So you're just going to make sure you have business name business type
4:03:38which is the niche, the location, service, main services, key benefits offer.
4:03:42And then you're going to click enter.
4:03:44All right it's all finished.
4:03:45Look at that.
4:03:46We're going to click copy. We're going to come right back here.
4:03:49And we're going to paste it in just like this.
4:03:52That way the AI chatbot has its first prompt that it is trained off of.
4:03:56So again you plug that in the chat GPT or whatever you use, you're
4:04:00going to copy the results just like I did and then paste them right in here.
4:04:04So that's really the first step is making sure this thing
4:04:07is properly named and the prompt is dialed in.
4:04:10So once we have our entire prompt in there, there's two more quick things
4:04:13you can look at right up top here.
4:04:15Number one we have custom values.
4:04:16If you know values are drop a comment down below and I'll send you tutorial.
4:04:19They're basically placeholders in go high level
4:04:21where if you fill it out in the settings,
4:04:22it'll change across the board and you have all of them right here.
4:04:25Again, if this is something you want to sell to people or make this,
4:04:28you know, something you can repeat, you would use custom values.
4:04:31Then you have Prompt Optimizer which does cost money.
4:04:34But what this does and I have a complete video on this.
4:04:36If you want access, drop it down below. And this is one of the new updates.
4:04:39But this is going to take your prompt.
4:04:40And it's going to go through by generating scenarios.
4:04:42Then you're going to run it
4:04:43and it's going to figure out any problems in your prompt.
4:04:47Now I believe this problem is already good.
4:04:48So we don't need to go through with this.
4:04:49But if you are having trouble with your prompt, you would come here.
4:04:52You would generate scenarios like this.
4:04:54It's going to go through and generate scenarios.
4:04:56It's going to bring up these scenarios where it's going to run the chatbot
4:04:59through. It's going to run the chatbot
4:05:01through these questions by clicking run five chats.
4:05:03Then it's going to give you the results.
4:05:04And then you can actually change the prompt based on this.
4:05:07Again, I believe this prompts already good enough,
4:05:08but that's how you would do this entire thing, which is great
4:05:12if you're trying to optimize said prompt.
4:05:15And again, that would be down in here under labs if you want to enable it.
4:05:19So it's going to be, you know, live in a long time.
4:05:21But that's how you get this super dialed.
4:05:23But again, I already think this is good, but that's just one of the new features.
4:05:26I mean, there's just so many new features, but that is one of them.
4:05:29So now we move on to this right side, which is all of these things here.
4:05:33And this is where we really get this AI chatbot
4:05:35to really work the way we want it very, very optimized.
4:05:39So first things first, we have actions.
4:05:42This is pretty much the most important part.
4:05:44This is where we can figure what we want the AI chatbot to do.
4:05:47When a lot of people say they have problems with the
4:05:49AI chatbots, they have not done this step properly seeing you to watch it.
4:05:53So you're going to click set up your actions
4:05:55and you're going to have all these different things you can do.
4:05:57Now I'm going to walk you through all of these in depth.
4:05:59So make sure you have your notes out. But we have a couple to pick from.
4:06:02We have appointment booking which is booking and appointment.
4:06:03We have Trigger workflow which is having an automation trigger.
4:06:06We have contact info that is updating contact information on a lead coming in.
4:06:10We have stop bot.
4:06:11This is going to shut the chatbot down. We have human handover.
4:06:14This is going to basically have the AI chatbot send over to a human
4:06:17so they can take the conversation transfer bot.
4:06:19This is transferring bot to bot and then auto follow up,
4:06:22which is following up with your leads
4:06:24so that you can continue to work the sales pipeline.
4:06:27So first things first, if you want to book an appointment,
4:06:29this is what we're going to click.
4:06:31A lot of people struggle with this. So pay close attention.
4:06:33You're going to click appointment booking.
4:06:35And then it's going to give you a couple different options.
4:06:37You can use one calendar or multiple calendars.
4:06:39Now if you are a regular service based business you can just do one
4:06:43calendar.
4:06:43If you are like a salon med spa with service calendars,
4:06:46you're going to want this one so they can pick on multiple.
4:06:49But for this we're just going to do this.
4:06:50We're going to click Strategy Call.
4:06:52And then we're going to click proceed.
4:06:54Now we're brought to a couple different options that are really important
4:06:58that you can figure.
4:06:59Number one don't book appointment only send booking link.
4:07:02This is the question I get the most and people struggle with the most.
4:07:06This right here.
4:07:07If you toggle this on, it will literally just send the link to the calendar.
4:07:12Okay? It will just say here's the link book yourself.
4:07:14If we have this toggled off, the bots going to ask for a time,
4:07:18ask for an email and book them in go high levels calendar system.
4:07:22So one sends the link for them to choose which is having this clicked on.
4:07:26And if you have this clicked off, it is going to book.
4:07:28I personally prefer having this clicked off because it works way better.
4:07:33We then have pause bot responses after booking.
4:07:35If we click this as soon as the bot books an appointment, it can stop for one day,
4:07:40one hour, one minute, whatever you want it to do or trigger a workflow.
4:07:43But the whole point about this is if you want it to just shut up.
4:07:45It can do that because sometimes people come back and they keep having questions.
4:07:48But again, that is up to you.
4:07:50Talk about on or off.
4:07:51Number three this is trigger workflow after booking.
4:07:55So if it books someone we click this on.
4:07:57We can click the exact workflow we want
4:07:59and then boom it's going to send emails texts whatever you want.
4:08:02So that is if you want to basically trigger a workflow and dial that in okay.
4:08:06Then we have transfer employee post appointment booking.
4:08:09If we click this we can select the exact user we want
4:08:13inside of go high level where it says, hey, we want to send to Jane.
4:08:16As soon as it gets booked it would send to Jane and she could do the onboarding.
4:08:19Very big if you have a team guys, these chat bots are very powerful.
4:08:23They have a lot of options, but that's what you would click.
4:08:25If you need to do that, then these last two I recommend you have these toggled on.
4:08:28This is going to allow the bot to cancel appointments.
4:08:30If someone goes, hey, I need to reschedule her.
4:08:32So if someone contacts go, hey, I need to cancel.
4:08:35It'll allow it to do it as opposed to going, I cannot do that.
4:08:37So this makes it more human than robotic and definitely automates your sequence
4:08:41so you can save way more time. So you're going to want that.
4:08:44This right here is really important.
4:08:45This is going to allow bot to reschedule.
4:08:46Again you want this on because it's going to make this human like okay
4:08:50I see so many people that will not toggle these on.
4:08:53And the bot just doesn't work the way they want it because they don't
4:08:56fine tune these settings guys.
4:08:57If you have questions during this video,
4:08:58drop them in the comments down below and I will answer.
4:09:00Personally, I want my tutorials to be
4:09:02an educational learning experience for both you and me, so we both win.
4:09:07So that's essentially how it works, right?
4:09:08To leave these on. And then we would click save.
4:09:10And then right there
4:09:11this is where you will see if your action has probably been set up.
4:09:14It'll say right here. It'll have this exact pencil icon
4:09:16so you can edit it or you can trash it like that.
4:09:19We then move on to the next action.
4:09:21So we're going to click this again.
4:09:22And then we're going to go to trigger a workflow.
4:09:24And we're going to click it okay.
4:09:25Very simply this is having a workflow trigger when the AI bot wants it to.
4:09:29So right in here you're going to do an action name.
4:09:31So we're going to do send email. Again.
4:09:34I bought can do a lot of this but it just depends on
4:09:36if you have an entire sequence.
4:09:38So from here let's say we had an opt in message.
4:09:40If we clicked this
4:09:41exact automation, you'd pick whatever automation you want as soon as.
4:09:45And this is where it gets really important.
4:09:46Someone says schedule me or whatever you want to say.
4:09:50And it can be phrases like it.
4:09:52What it's going to do is the bots going to go.
4:09:54They said,
4:09:55you know, schedule me, and then it's going to trigger
4:09:57an entire automation sequence and go high level and just work on automatically.
4:10:01This again depends on your exact flow, but it's very simple.
4:10:03You put in the action
4:10:04name, you pick your automation, then you put when to trigger the workflow.
4:10:08Very important.
4:10:09You must be very literal with the AI when they do this, when they say that,
4:10:14and you can include a lot of stuff in here.
4:10:16See right here. Clear.
4:10:17And I'm telling you, if you do that properly, it'll work just fine.
4:10:20And then if you want to trigger a bunch of new ones,
4:10:21you can keep clicking these right here as you see.
4:10:23And you can add as many as you want.
4:10:24But we're going to delete that because we only want this one.
4:10:26And then when we're done we would just click save.
4:10:28And we will be good to go.
4:10:30As you see right there it is triggered send email.
4:10:32Then we click set of actions.
4:10:33We move on to the next one which is contact info.
4:10:36So this is very very simple.
4:10:38You're using this action to update custom fields and contact information.
4:10:42So if you want to change something about contact so right here.
4:10:45Same thing as always.
4:10:46What is the name.
4:10:47We'd say change.
4:10:49Fave soccer team guys.
4:10:51This is completely just a demo
4:10:52of not actually doing this, but I'm showing you this.
4:10:54This is important. We pick the exact field.
4:10:57If I had a field that was favorite soccer team.
4:10:59Again, you can do this with anything.
4:11:00Could be postal code, state name.
4:11:02Just say this would be that exact one.
4:11:04As soon as they say their fave soccer team it would change it.
4:11:09Now if you don't know what custom fields are inside of Go
4:11:11High level, drop a comment down below so I can send you the tutorial.
4:11:14But they're essentially fields that make up all of go high level
4:11:17and you can create whatever you want like you'd have favorite jet.
4:11:20You could have iced coffee, whatever you want it to be.
4:11:23Whatever business niche you're in, you can create custom fields on this.
4:11:26And the reason this is important because you might be like,
4:11:29well, what is exactly the point of this is if you have very specific niches
4:11:33where you're you're like, hey,
4:11:34we're teaching you how to do certain recipes on baking.
4:11:37You're going to need custom fields
4:11:38because I'm sorry, cinnamon rolls is not a field that's included.
4:11:43So you need to add the custom fields. Again.
4:11:45If you don't know where that is, come to settings.
4:11:47You'll come right in here to Custom Fields
4:11:48and you just click Create Field and add it in.
4:11:50Again I have videos on this, so if you need this
4:11:53drop a comment down below and I'll hook you up.
4:11:54So that is how you'd add it.
4:11:56So again this just gives you way more flexibility.
4:11:58So whatever you want it to be you would select it
4:12:00and then you just make sure you put in what to update the field.
4:12:02From there you click save. You're good to go.
4:12:04And then we can add as many fields as we want and you'll see it right there.
4:12:08So now we move on to number four which is stop by.
4:12:11This is very important if you're dealing with people
4:12:13that like to talk to the bottle lot and rack up some bills.
4:12:15So we click Enable scenario.
4:12:17As soon as the detection of goodbye is said right here,
4:12:21it says when they say goodbye.
4:12:23And here are the exact phrases.
4:12:24It will send a final message and then the bots going to stop.
4:12:27So here's a couple things you can do okay. You can change the final message.
4:12:30You can add extra phrases in, but what you can do is
4:12:32you can actually choose whether you want to reactivate the bot.
4:12:35So if you want to, the bot could be reactivated 24 minutes.
4:12:38It could be 24 hours, it could be 24 days, or you could go 99.
4:12:43Okay, you can't do that, but you can do 25.
4:12:46I mean, you pretty much do as much as you want.
4:12:47I mean, I think 99, no one's going to be leads
4:12:49falling up that long, but you essentially pick
4:12:51the amount of time you want to the bot to come back in.
4:12:54And again,
4:12:54you can put
4:12:55ad custom tags to let people know you can
4:12:57and you can add as many scenarios as you want.
4:12:59So when they say, I don't like you, you guys are scammers.
4:13:02The bot turns off whatever you want.
4:13:04Just think, when would I want the AI chatbot to completely shut up?
4:13:08That is when you add this scenario.
4:13:09I don't really use this because most of the time I just have my bots
4:13:12go and talk to them and then I have them open,
4:13:14and then if they say certain things, they just transfer to humans.
4:13:17So it's a little different.
4:13:18But for a lot of businesses, you're going to want to turn this off,
4:13:20especially with spam.
4:13:22So if you come in here and you're like,
4:13:24when someone tries to sell me something, the AI can read that.
4:13:27So when people try to pitch you, the bot
4:13:28turns off, because what has happened in the past
4:13:31and I get these questions because I have so many comments
4:13:32of people DMing me,
4:13:34people's bots will start having a full conversation
4:13:36with scammers and you don't want that.
4:13:37So again, if that is what you want, you would enable the scenario,
4:13:40pick the exact phrase
4:13:41new scenario and then you're done and click save and you're good to go.
4:13:44And then again it'll be right up here.
4:13:46Then over here we have human handover.
4:13:47Very simply you enable the scenario when a human is requested,
4:13:51when someone says, I want to speak to customer support,
4:13:53you put in the exact phrase just like before,
4:13:55you would select the exact user in high level, very important.
4:13:58And then right here it's going to say a final message.
4:14:00And then just like before, you can pick one to reactivate the bot.
4:14:03And then this is really handy.
4:14:04We can actually create a task on the content.
4:14:07So if you come in here it will literally create a task saying,
4:14:09hey you need to go do X on board John onboard Peter.
4:14:13It's going to go through and work those leads.
4:14:15And we have a lot of different ones right here
4:14:17that are already kind of set up that you can toggle on
4:14:19and you can add new scenario, but a lot of these are already set up.
4:14:22Again, it's just like before
4:14:23you're picking the exact user, the exact content to do all this stuff.
4:14:26This isn't very short.
4:14:28If the AI chatbot is having a conversation and it needs to send to a human, that's
4:14:31what this does.
4:14:32I showed you just how to do it.
4:14:34So again, if you want to do sales like hey,
4:14:36now it's time to talk to the real person, send it over.
4:14:38Hey, the AI chatbot cannot answer your question.
4:14:41Send it to the real person.
4:14:42Those are kind of your options or really whatever else you can think of.
4:14:45But more importantly,
4:14:46AI is getting so good that I see the need for this less and less.
4:14:49But you want it as an option.
4:14:51So you click save and it'll pop up right there.
4:14:53Then we have transfer bot.
4:14:55This very simply, we have to add a new bot here because it's going from bot to bot.
4:14:58You would pick the exact name.
4:14:59So we're just going to transfer bot to Rebecca.
4:15:02That's just a fake AI chatbot.
4:15:04I don't have the other bot in here because this is a test account,
4:15:06but you would click the exact other AI chatbot you want.
4:15:09Trigger condition.
4:15:10Hey, I want to talk to the other bot or the sales bot.
4:15:14Then in here you're going to put the example phrase.
4:15:15So you'd say hey, goodbye.
4:15:17And then what it's going to do, it's going to send from one a chatbot to another.
4:15:20Very interesting, very important to if you have a ton of different chocolates
4:15:24or you want to get really sneaky, you can send this to an AI voice agent.
4:15:27So those are your kind of options.
4:15:28It just depends on what you're trying to do.
4:15:30But you can do all kinds of stuff with the transfer bot.
4:15:33And guys, if you have questions again, drop in the comments down below.
4:15:36I told you guys maybe going really in depth.
4:15:37This is a very thorough video. Now we have auto follow up.
4:15:40This is probably the most important one
4:15:41because this is going to enable you to really hammer the sales.
4:15:45So what you do is you enable the scenario.
4:15:47It would have the exact name.
4:15:48And as soon as they stopped
4:15:49replying after 15 minutes, it's going to send a follow up message.
4:15:53It's talking to the human.
4:15:55They stop responding after 15 minutes.
4:15:56It's going to send them a message.
4:15:58Okay, now here's what's really important before
4:16:00you get into adding a lot of these, because we want as many as possible,
4:16:03you want this toggled on.
4:16:05What a lot of people do is they enter a custom message like, hey, are you there?
4:16:08Don't do that.
4:16:09Because the automation, if it's just sending a basic message,
4:16:12it could be them saying you're an idiot.
4:16:14And then it says, hey, you want to buy my stuff?
4:16:16Still not good.
4:16:17When you have this toggled on, it's
4:16:19going to let AI read the conversation and send said message.
4:16:23Very important.
4:16:24Have that on. To add more,
4:16:25we click add follow up and then we can do 15 hours, 15 days, etc. etc.
4:16:29you can add a bunch of these.
4:16:30That way your AI chatbots can do sales nonstop back and forth, back
4:16:34and forth, back and forth. And that's what makes your chatbot so powerful.
4:16:36Then up here you follow up settings so we can set up follow up hours.
4:16:40So this is when they follow up.
4:16:41You don't have to. But that way you get a little more flexibility.
4:16:43And then dynamic channel switching depending on through WhatsApp
4:16:47TikTok Facebook we're going to get to that.
4:16:48You would click right there and then click save.
4:16:50So you basically have all of the flexibility you need.
4:16:53Then you click save.
4:16:54And then you are good to go and look at all
4:16:56these amazing things right here.
4:16:58Again these are just the actions you go through.
4:17:00Just like I showed you.
4:17:01You pick them.
4:17:02And these are going to be
4:17:02a really important and integral part of training this app.
4:17:05But don't worry guys, I'm going to get into training this in a second.
4:17:08Okay.
4:17:09Now we move on to the next part, which is knowledge base.
4:17:12This is how we are going to give the bot a brain.
4:17:14It's going to be trained on something.
4:17:16And guys, I'm going to show you a really cool hack with this.
4:17:20So we're going to click right into here.
4:17:22And if you don't have a knowledge base already you're not going to click this.
4:17:25We're going to click Create New.
4:17:26Because for this video we don't have a knowledge base.
4:17:29So we're going to click Create New I'm going to do hair salon knowledge base.
4:17:34And we're going to click Knowledge Base.
4:17:36Put in whatever you want. And we're going to click create.
4:17:38It's going to bring us into a new tab.
4:17:40So we have the other tab right here.
4:17:41And what we're going to do is we're going to leave it on this page right here okay.
4:17:45Now this is what we're going to do.
4:17:46We're going to pull up the website of the client you're trying to work with.
4:17:49They don't have a website.
4:17:50You can always use your Google Business profile, but the website is perfect.
4:17:53Then what we're going to do, we're not going to do this.
4:17:56A lot of people go web crawler and they put in the URL guys.
4:18:00Massive pro tip here.
4:18:01And these are some of the updates I'm trying to share with you.
4:18:03This takes the LM way more split seconds in nanoseconds to just because
4:18:07it has to go into the knowledge base, then it has to go and scrape the URL.
4:18:11This over time, especially when you're
4:18:13dealing with ton of conversations, slows the bot way down.
4:18:17Do not use this.
4:18:18Instead, we want to use rich text which is one step shorter for it
4:18:21to read it faster and in the long run makes your bots lightning quick.
4:18:25So the way we do this, we copy the URL just like this.
4:18:27We come right on over to ChatGPT and we say, please
4:18:30build me an end tire knowledge base.
4:18:35Based off this website, I can copy
4:18:39and paste into go high level boom!
4:18:43Enter the URL and click enter and watch what this does.
4:18:47Boom! Look at that. It's all done. We're good to go.
4:18:50We now click copy because again
4:18:52this is trained on this website so it knows all its data.
4:18:55We come back in here to Rich text. We click add Rich text.
4:18:58We're going to do knowledge base or whatever you want.
4:19:00And you're going to paste all of this so it knows exactly what we want.
4:19:06Again this makes a way faster.
4:19:08Guys this is a huge pro tip.
4:19:09This is giving your bot way more strength.
4:19:11It's also way better than all the rest.
4:19:13Trust me guys, I'm spending a lot of time on these stories so you don't have to.
4:19:16So now we're going to wait until this says trained.
4:19:19So there it is. It says trained. We are good to go.
4:19:22So we're going to come back here. We're going to click add.
4:19:24And we're going to click this exact one that we just created.
4:19:28And we're going to say use this for data.
4:19:31So it knows exactly what to do.
4:19:32We click save. And then there we are.
4:19:35We are good to go.
4:19:36It is now being trained on the brain.
4:19:38That's how cool it says guys and guys.
4:19:40That is a hack a fast hack to get knowledge bases like that.
4:19:43Because a lot of you guys are doing this on hard mode.
4:19:45That's just a go Wizard special for you.
4:19:47So we add that in. Always click save guys up here
4:19:49because sometimes, you know autosave doesn't happen.
4:19:51Those of you who have used word know what I'm saying.
4:19:54So now we move on to the next part, which is channels and mode.
4:19:58This is really important because this is where it responds.
4:20:00So first things first you're going to want to have it on autopilot.
4:20:03This is where it just actually responds back and forth.
4:20:06Suggestive is going to give you a message. Then you send it manually.
4:20:09Honestly, no point to that.
4:20:10Autopilot is the best.
4:20:12So then under channels this is where the bot responds okay,
4:20:15this is like the channels in which response.
4:20:17So if you want the bot to do text messages, you want this on.
4:20:21If you want the bot to do Instagram messages, you want the song.
4:20:23You want the bot to answer Facebook you want it on.
4:20:25If you want to answer webchat or live chat,
4:20:28which I'm going to show you at the end of this video.
4:20:29As a bonus, how to do you want those on? Those are chat widgets.
4:20:31If you want it on WhatsApp, want to have it on.
4:20:33If you want an email, you want to have it on this
4:20:35couple of settings we're going to go over and TikTok you want to on.
4:20:38If you guys don't want these on you, simply click now.
4:20:40If you're like,
4:20:41how do I even set these up
4:20:42in the first place, you're going to need to come into your go
4:20:44high level account, and you're going to want to make sure you come
4:20:46okay, all the way into integrations, and you set up a lot of it in here.
4:20:50I have other videos on that though. If you're like, how do I set up on Facebook?
4:20:52Don't worry, drop a comment and I'll show you how to do it.
4:20:55But that is how you get access to those channels.
4:20:57So for this again
4:20:58you just click where you want it to respond and you're good to go.
4:21:01Now I do want to let you know for all of these
4:21:03email has a specific kind of setting.
4:21:05So if you want to have an email AI chatbot you have to configure it like this.
4:21:09Very important okay.
4:21:10So up here we have from name.
4:21:13This is where the front name is going to go across the board.
4:21:15So we'd say G HL Wizard or Declan the exact CC.
4:21:20So that's like who is it going to blind carbon copy as well.
4:21:22We can select that in this is already auto selected.
4:21:24And then right in here it's going to have the greeting personalization.
4:21:27So we can add that in if you want which is just high contact.
4:21:30Or you can do a custom email that sends.
4:21:32But honestly this is already good.
4:21:34We leave it as is.
4:21:35Again, if you want to have your
4:21:36AI chatbot answer and respond and send emails, you have to configure this.
4:21:40So once we have that dialed, we're going to click proceed.
4:21:43And we're going to move to the exact format.
4:21:45So do you want to do a plain text where we put it in like that or a design editor.
4:21:48Again the AI chatbot is going to answer the emails.
4:21:51You're not coming in here and saying, this is what you want to say.
4:21:53This is how you're going to get it to look again for email signatures
4:21:56or if you want to design it, you can click
4:21:58Create New Template and you can make this thing
4:22:00look really nice and you come right in here.
4:22:02An AI can help you build it just like that.
4:22:04And you can add
4:22:05in any of the other features up here, just like my other videos guys
4:22:08on how to do it.
4:22:09So once we have this all dialed, we'd click save and we have a good to go.
4:22:12We then click proceed and then from here it'll be the final review,
4:22:15which is going to show you exactly what it looks like and everything.
4:22:18And then you would click save and then your email setting are configured.
4:22:21So again, to make it respond to any of these channels,
4:22:23you have to have it set up and go high level. And you would click this.
4:22:26But for email you have to go through like I did and configure the settings.
4:22:30Once you have that good, we can click save as always and then you are good to go.
4:22:34We now move on to the next part, which is timing and pacing.
4:22:38This is very, very important for the timing of when the bot responds.
4:22:43So first off we have wait time before responding.
4:22:45This is do you want it to happen instantaneously or a bit?
4:22:48In my opinion, seven seconds is the sweet spot because if you have it
4:22:52any faster than that, it literally just looks like an AI chatbot.
4:22:55And some people might say, hey, that's a good thing.
4:22:57But in reality,
4:22:58a lot of people immediately are like, hey, why is it responding so fast?
4:23:00Seven, in my opinion, is the sweet spot.
4:23:03But you choose up here, I recommend you have 25 to 30.
4:23:0675 is a lot of messages like that's a ton.
4:23:09Again, these things have costs they can add up.
4:23:12So I recommend 25.
4:23:13But you put in the max amount of messages.
4:23:15Again if you do not know what this means, it is
4:23:16how many messages the bots going to send in an entire conversation.
4:23:20Then under here we already can dial this in under actions,
4:23:23but you can do the manual message stop bot or the workflow message when the bot
4:23:27will basically fall asleep if you want those,
4:23:29but we can configure those in actions.
4:23:31So that's how we do timing and pacing very simply.
4:23:34Again, if you guys have questions on this
4:23:35and you're like in this scenario,
4:23:36put it in the comments down below because your niche may be different
4:23:39response behavior. Very important.
4:23:41This is something you need to make sure you have toggled on.
4:23:44So first thing we have this right here.
4:23:45We can turn this on. Just leave this balance.
4:23:47That's totally fine. But this is what I'm referring to.
4:23:50This is an absolute must, especially for service based businesses.
4:23:55What is this?
4:23:56This allows the bot to read images and voice memos.
4:23:59Because what happened before, when it couldn't do this,
4:24:01someone would send a voice memo to the bot
4:24:03via Instagram, Facebook, text or an image and the bot would go, cool, that's great.
4:24:07Let's book the appointment and totally not understand what they're saying.
4:24:09But when we toggle both of these on, if you send an image,
4:24:12let's say, of your hair
4:24:13and your hair salon like I have and go, hey, could you cut my hair like this?
4:24:17It'll go, yes, of course.
4:24:18We have people like this, this, this and that.
4:24:20So it makes it very smart.
4:24:21Voice memos A lot of people like to go,
4:24:23hey, I'm trying to blah blah, blah, blah blah.
4:24:25The AI can read it and know exactly what's going on and then send it to them.
4:24:29Very important.
4:24:30This makes your bot way smarter, so make sure you have those toggled on
4:24:34then right under here in Summary settings.
4:24:36This right here,
4:24:37if you toggle this on, is going to enable a summary of the conversation.
4:24:40And it's going to send it to you.
4:24:41If you want this on, you can pick the inactivity
4:24:44time, the exact minimum messages, and then toggle any of this on
4:24:47if you want to save it as a custom field, etc.
4:24:49that way you get an exact transcript said conversation.
4:24:54All right, so that is it.
4:24:55That is how you set up the AI chatbot, the manual way.
4:24:59Now, what we're going to do is we're going to test this chap.
4:25:01As you can see that it's actually working
4:25:03because I want to always go through this is always the last step.
4:25:05Then I'm going to show you how to use ask inside of go.
4:25:09Hi level.
4:25:09And that'll be using this exact AI prompt to build AI chatbots
4:25:14with AI from scratch.
4:25:15And then following this procedure, you have to know both ways
4:25:17in order to actually get these to work again.
4:25:19Guys, I said this video would be very, very dialed.
4:25:21So now we're going to go into the test okay.
4:25:24And again guys I have a bonus that I'm going to show you at the end of the day,
4:25:26which is how to get these on the websites, which is you got to know okay.
4:25:29So right here we have tester agent.
4:25:31We have a couple things we can ask it.
4:25:32But what we're going to do right here is
4:25:34we're just going to click this right here to see what it says.
4:25:37Always test your AI chatbots guys.
4:25:39This is a necessity. Always always always test.
4:25:42Otherwise you will get poor results.
4:25:43So right here it says thank you for interested
4:25:45with Zoe's hair salon, highest rate salon personnel, blah blah blah blah blah.
4:25:48Here are our openings.
4:25:49We're going to say Monday 31st 12 enter and we're gonna see what it says.
4:25:54So and then it says you're all set your points book for Monday blah blah.
4:25:57Could you please let us know your name, phone number
4:25:59and the service you like, such as haircut volleyball.
4:26:01This will help us prepare your visit. Beautiful.
4:26:03So what we can do is
4:26:03we can just go through this whole thing, name that Glenn phone.
4:26:07Number on, and.
4:26:09And men's cut.
4:26:13Let me click enter right here.
4:26:15If you guys want to do email instead you absolutely can.
4:26:18We're doing text message for this. Boom okay. It says thank you doctor.
4:26:21Your appointment scheduled for Monday blah blah blah. We're good to go.
4:26:24How awesome is that.
4:26:24And you're done. Now this is a test okay.
4:26:28If you want to see it in actual live action, you'd have to run it through.
4:26:31We can do a chat with you, which I'm gonna show you later when we add
4:26:33to the website, but you'd have to have that actually set up properly, okay?
4:26:38Because it's not going to actually
4:26:39schedule the point because this is a taxi test your agent.
4:26:42That's what we're doing right now.
4:26:43If you want to restart the conversation you can by clicking this.
4:26:45And then we can go and we can ask more service.
4:26:47So we want to do what services do you offer.
4:26:49We click this right here.
4:26:50And guys this is super important to just make sure that the bot is at least
4:26:54giving the right info.
4:26:55Say perfect, beautiful, beautiful.
4:26:56That's literally exactly what I want to see.
4:26:58And then right here you can click this AI response which can make it better.
4:27:01Or if you do thumbs up, it'll keep this response thumbs down.
4:27:03It'll change it.
4:27:04So that's a little testing Pro tip for you. So that's it.
4:27:06You test it. You're good to go.
4:27:08You then click save okay.
4:27:10And then you can make primary bot if you want it to only answer.
4:27:12But if we come right back out here you will see there's our bot set up.
4:27:16And if we click these three dots we can edit it.
4:27:18We can duplicate it to make two of it. We can open it in a new window.
4:27:21If we want to do some other edits with it we can set his primary.
4:27:23We can delete it only if there's another bot we can copy IRL from marketplace.
4:27:27To put it on this bad boy right here, or we can sell it on the marketplace
4:27:31if you potentially want to make passive income.
4:27:33So that is how we do it the manual way.
4:27:36Now we're going to do it the way which don't worry guys goes like that.
4:27:39It's much faster but it's not as thorough.
4:27:41That's why I showed you the main way.
4:27:42I'm trying to give you the best tutorials possible. All right.
4:27:45So now we're going to do it the AI way.
4:27:47We're going to click ask AI.
4:27:48We're going to come just like this just like that.
4:27:51And we're going to take this exact prompt which is also free down below
4:27:54my community guys both of these prompts, they're free in the community.
4:27:57So again if you want access to these it's just right down below.
4:27:59And we're going to come right in here.
4:28:00We're going to select all of this and we're going to copy it.
4:28:03We're going to come back in the sky and we're going to paste just like this.
4:28:08Then what we're going to do is we're going to name these.
4:28:11And what AI is going to do
4:28:12is it's going to build all of this, you see, it's building it.
4:28:16Okay.
4:28:16So what we're going to do is we're going to come back up here,
4:28:18we're gonna do the same thing we did before chatbot name.
4:28:20We're going to do marry this time, business name.
4:28:22We're going to do Zoe
4:28:24Zimmerman hair salon business type, just like we did before guys.
4:28:28Hair salon location service area Percival
4:28:33VA main services cuts, color highlights.
4:28:37Again you put in the exact services key benefits free haircut.
4:28:41That's not true, but I'm just putting that in the sake of the video.
4:28:44And what we do is we click enter, an AI is going to go to work
4:28:48and then you're just going to click yes build Mary now boom.
4:28:51Look at that. It's been completed.
4:28:54Let's give it a check.
4:28:55We're going to go to agents conversation AI agent list.
4:28:58Look at that.
4:28:59It built out Mary like that.
4:29:01How cool is that guys.
4:29:03We just built it using this prompt in seconds.
4:29:05Now here's the only issue with this.
4:29:07It is not as dialed as you come in here.
4:29:09It doesn't have a lot of the stuff
4:29:11added properly, so you have to go in and tweak it.
4:29:13Now you technically can tell ask AI exactly what to do, and
4:29:16I actually have other prompts in my community based off this exact thing
4:29:20where we can actually tweak it based on certain settings, but
4:29:23it does become a little weird depending on said niche.
4:29:27Again, you want to know both ways you can actually build a really solid AI chatbot.
4:29:32Another little trick to that I really recommend people do as well,
4:29:36which is just a really cool Pro tip is if we look at this.
4:29:39Let me go. Okay. This is cool guys.
4:29:40This is really, really, really advanced trick.
4:29:43If we want to make Mary match Lizzy settings, say we have a chat bot
4:29:47we really like, but we don't want to go through and manually click everything.
4:29:49We're going to come back to ask AI, and what we're going to do
4:29:52is we're going to say, please copy Lizzie's AI chat bot.
4:29:58Check this out. This is so cool. Settings.
4:30:00So it matches all of Lizzie not prompt settings.
4:30:07And we click enter. Now watch this.
4:30:09So right in here it's going to bring up all the different things that Lizzie has.
4:30:13Remember what we set up in the beginning of this video.
4:30:15All these little things.
4:30:16It now knows these things. How cool is that?
4:30:19This is such a hack, guys. Very few people know this.
4:30:21It has all these things.
4:30:22So now what we do is say yes, copies of Settings to Mary
4:30:24and it's going to go in and it's just going to make it mirror.
4:30:27So now we don't have to go through and tweak this all manually.
4:30:29And we can just have a bunch of bots that are similar but very, very dialed.
4:30:33Now once this runs through, I will show you what it did.
4:30:36Boom. It's all dialed.
4:30:38Let's see conversation.
4:30:39AI, come back here.
4:30:41Mary, look at that.
4:30:42It has all the exact settings.
4:30:45Now we could even technically figure even more.
4:30:47Let's see and look.
4:30:49Go through all here.
4:30:49Wow. It's done everything.
4:30:51That is how powerful this is.
4:30:52So guys, that is the AI way.
4:30:54So again for both Lizzie and Mary we have the manual way
4:30:57using this exact prompt that I showed you.
4:30:59And then the AI way using both of these prompts free in the community.
4:31:03So if you have questions drop them down below.
4:31:05This video is pretty much wrapped up,
4:31:06but I want to give you a bonus, which is how do we get this on a website?
4:31:11I'm going to show you a little trick with the chat with just because I believe
4:31:13this is very important and you're going to need to know it,
4:31:16and it's just a skill you're going to want to have.
4:31:18And as always, the go wizard always delivers a couple of settings.
4:31:22One, come right into chat widget.
4:31:23So then what we're going to do is we're gonna click new.
4:31:24And what we're going to do is we're going to go to live chat,
4:31:26because this is the one that's directly conversation AI.
4:31:29All we need to do is first name it.
4:31:31We're going to do Lizzie chat widget, and then we're pretty much good to go.
4:31:35And we're just going to tweak a couple little things.
4:31:37So in here if you want you can change the look down here of this.
4:31:41You can change the color like you see here and a couple other basic things.
4:31:45Customization.
4:31:46Make sure you replace this lady because it's on everyone's profile.
4:31:48You can move this around to wherever you want.
4:31:51We're going to keep it very simple.
4:31:52All of this other stuff, it's pretty much all dialed.
4:31:55We don't need to go crazy with it.
4:31:57We're just kind of making sure that this stuff is good.
4:31:59I already know what I need, so I'm going to leave it as is.
4:32:01We're just going to click save because it's already set up properly.
4:32:04So what we're going to do
4:32:04is we're going to come right back here now and we're going to go to websites.
4:32:08Now I have this website pulled up.
4:32:09I'm going to use this as the example. But we click Hair Lounge.
4:32:12We go to settings.
4:32:13We scroll all the way down to chat widget. We click this.
4:32:16We click the the chat widget.
4:32:17We click save just like I'm doing right here guys.
4:32:19And we can technically guys if you want,
4:32:22take this code and put it on anyone's website.
4:32:23But we're just going to do it for here.
4:32:25And then right here we come right down here.
4:32:27And we now have the h bo on a website.
4:32:30How cool is that? That's how you add it, guys.
4:32:33I just want to be abundantly clear to overdeliver in these videos.
4:32:35Last thing real quick with this is if you want to add this to other websites
4:32:39that are not on a go high level, we can click code.
4:32:43Okay, just like this.
4:32:44Copy all of this code
4:32:45and slap it on any editor we want Wix, WordPress, Squarespace.
4:32:50That way you can sell anybody.
4:32:51So that's it guys.
4:32:52That is how we build AI chatbots on go high level.
4:33:00So now I want to go over.
4:33:01The power of content. AI.
4:33:03Inside a high level.
4:33:04So to get to this dashboard you come right in the
4:33:06AI agents and come right to content AI.
4:33:08So all content AI is is generating words and images via AI.
4:33:12So it's like using ChatGPT or Midjourney to create this way.
4:33:15And this can be very powerful for website creation.
4:33:17Okay.
4:33:18Email campaigns, social media campaigns, really anything
4:33:21where AI can create it for you so you can do less work.
4:33:23So right in here, this is just a dashboard of showing you
4:33:27what kind of words you've generated, how many the cost, where
4:33:30just basically a summary of all of your AI generated content.
4:33:35You can see here the social planner,
4:33:36the blog, the funnel, the website, the email conversation image.
4:33:40You can just see what you've done.
4:33:41So this is just going to be like the analytics side of your content AI.
4:33:45So you can see what's going on inside of your sub accounts.
4:33:48So now what I want to do is I want to actually go
4:33:50hands on and show you how to do this.
4:33:52First, we're going to be using my old hair salon website to show you exactly
4:33:56what I'm talking about. So first we're going to start with text.
4:33:58And this guys this applies really anywhere.
4:34:01And maybe more examples, but anywhere there's text
4:34:02you can pretty much use this on high level.
4:34:04So if we see this right here, experienced
4:34:06top notch styling is always inherent long. And we want to change this.
4:34:09We can just highlight it like this.
4:34:10And you'll see this right here will pop up. It says AI.
4:34:13So if we click this we have a bunch of different options.
4:34:16So first up we have generate with AI.
4:34:18So this will completely generate AI text.
4:34:20We have improved writing. So if you wrote something we can go into that.
4:34:23And it's going to basically improve your writing.
4:34:25You have fixed spelling and grammar.
4:34:27This will obviously fix your spelling and grammar.
4:34:29Simplify writing just makes it more easier to understand.
4:34:32So third grade level make longer okay gives you more text,
4:34:35make shorter, makes more texts. So now that you understand
4:34:37what these mean, let me show you what I'm talking about.
4:34:39If we come right in here and we see this little paragraph
4:34:41right here, we can just click
4:34:42Improve Writing and you'll see right here it came up with something new.
4:34:45And then we can do is we can just click replace text.
4:34:47And now it's going to replace it very easily with something better.
4:34:50But we can do here if we're like oh we want more SEO generated content.
4:34:53We come right here and we do make longer and boom, look at that.
4:34:56It's much longer.
4:34:57We click Replace text and now we have a much bigger paragraph.
4:34:59So you're already seeing the power of content AI where it's just generating
4:35:03text on the spot.
4:35:04And this can save you so much time.
4:35:07If you're building
4:35:07websites, funnels, social media campaigns like it can do so much for you.
4:35:11So this one is big.
4:35:12And again, as I explained before,
4:35:14if you come in here we have a lot of different options.
4:35:16You just pick which one you want
4:35:17and it's up to you and you can just get tons of stuff done.
4:35:20So this really does help
4:35:21I mean, showing you we just made it shorter now
4:35:22like this is a very, very, very good thing to use,
4:35:26especially if you're trying to smash out a lot of content.
4:35:28So now what I want to show you is the AI image side of things.
4:35:31So if we come right here and let's find image, we can slap this image right here.
4:35:35We can click this,
4:35:36we can click Media Storage. And you'll see right up here
4:35:39we have the same thing, the AI image layer.
4:35:41So you can go to the media storage in general and do this.
4:35:43But I'm just going to show you how to do this really fast.
4:35:45So we're going to come right in here and we're just going to do hair salon.
4:35:48Stylist okay. Very simply.
4:35:51And you can do examples. You can do variations.
4:35:53You can kind of do style.
4:35:54But we're going to want to do we'll just do photo that's good.
4:35:58And then we're going to generate and boom look at that.
4:36:01How cool is that. It just generates an image for us.
4:36:03And that was very vague.
4:36:04So if you get even more detailed you can generate even better stuff.
4:36:07So we come back here I'm like I like that we can then click
4:36:10this and be like a hair stylist.
4:36:14Smiling in salon.
4:36:16We're going to do two variations and then we're going to click boom look at that.
4:36:20So and how it just came up with two different images.
4:36:22And you can add stuff like make it as real as possible,
4:36:25make her have purple hair, make it be outside.
4:36:27Like you can really get crazy with it.
4:36:28And just a little prompt advice here.
4:36:31When you're creating prompts, which is the thing you text in the box.
4:36:34Just so you understand this right here, the more in-depth you go, the better
4:36:37the image is going to be as same with the words.
4:36:39The more info you give AI to play with, the better it's going to be.
4:36:42A lot of people just do simple stuff
4:36:44like give me a person smiling and it doesn't do what they want.
4:36:47Like this didn't work.
4:36:47That's because you have to feed it better info.
4:36:50The better the info, the better the final product.
4:36:52So that's how you basically generate text and images with this amazing thing.
4:36:56So if we refresh this dashboard here, you will now see
4:37:00628 were generated cost barely anything which is cool.
4:37:03And then the image one barely anything and it created three images.
4:37:07So how cool is that? It's so simple.
4:37:09And if you don't know anything about the pricing,
4:37:10I have another video completely on that.
4:37:12So as you see right here, you can see how many words it generated the cost.
4:37:15I gave the words per day.
4:37:16Same thing with images.
4:37:17It shows you what you've generated, how much, how many.
4:37:20Super handy. This dashboard will help you out a lot.
4:37:22So as you see here guys, you can generate these really anywhere
4:37:25where there is text or images.
4:37:28So just know that you can use content AI pretty much anywhere
4:37:32inside of high level, which is really cool.
4:37:34You have so many different options and guys back in the day,
4:37:36it would take forever
4:37:37to find proper images that you had to buy or find on some stock website.
4:37:41Now it's like you can generate this Athene air and blow your clients away.
4:37:45And guys, this is very powerful and if you are creating
4:37:48that kind of stuff, I recommend you use it because it will speed up your processes,
4:37:51make everything faster, and again,
4:37:53it can give you way more customization right at your fingertips inside
4:37:56of the dashboard itself and high level to save you a ton of time.
4:38:04So last.
4:38:04But not least, we're gonna do the AI builder, which is actually insane.
4:38:07It's cheap, but it costs a couple of sense, I think, per action.
4:38:10So we're going to come right here. We're going to click build using AI.
4:38:12And all you're going to do is you're going to type in what you want.
4:38:14So I'm going to say I want a big email.
4:38:17Nurture sequence for my Facebook leads
4:38:23with SMS as well please.
4:38:27And then we're all we're going to do is we're going to click enter.
4:38:30Boom. Look at that.
4:38:31It just created this entire thing for me. You see that.
4:38:34Is that not insane. And you can ask it all kinds of stuff.
4:38:36It can do crazy stuff.
4:38:37You can just WhatsApp whatever you want.
4:38:39It can do.
4:38:40And the cool thing too is in here, if you come into chat mode or point
4:38:43in and edit, you can come in and you can literally ask it
4:38:47to make revisions for you. Okay, add this, add email.
4:38:50Let me see.
4:38:50Let me come right in here to point out I'm just going to do.
4:38:53Please add WhatsApp messages
4:38:57to and wait steps so we can add all kinds of edits.
4:39:01And you have other things in here too, which is like edit this workflow,
4:39:04you can ask it things and then questions troubleshoot.
4:39:06Just like with the point edit.
4:39:08We can basically make this however which way we want.
4:39:11So you have AI now coming in to help with automation building.
4:39:15So it's like between you understanding how to do all these
4:39:18the triggers actions, how to set these up using the templates and AI,
4:39:21you can pretty much build whatever automation you want.
4:39:23And you can also add stuff like as you see here,
4:39:25it has created the messages already so you can tell AI,
4:39:28hey, I want to actually have these be Christmas related.
4:39:31I want these to be a promo for my new offer.
4:39:35I'm selling like you can get crazy with this an AI plus.
4:39:38Okay, this automation builder
4:39:39plus all this stuff is just going to make you way faster at automating.
4:39:43That's what it's gonna do is just going to make this process
4:39:45way quicker and you way better.
4:39:46So again, that's what the AI builder does.
4:39:49It's super powerful.
4:39:55So to.
4:39:55Access the social planner you're.
4:39:56Going to come right in your high level dashboard.
4:39:58And you're going to go right down to marketing.
4:40:00And you'll be brought to a tab that looks just like this.
4:40:03So in this video, guys, I'm going to be going over everything like every button.
4:40:07So just to let you know this will be a super in-depth video.
4:40:11So get ready at any time during this video.
4:40:13If you have questions,
4:40:14drop them in the comments down below and I will answer person.
4:40:17So the first thing, if you do not know what this is, I just want to explain this.
4:40:21The social planner is a place
4:40:22where you can schedule and manage all of your social media in one place.
4:40:26This is super effective for growing your social media or your clients social media,
4:40:31and you can do all kinds of different stuff with all of these
4:40:35platforms Facebook, Instagram threads, Google Business Profile, LinkedIn, TikTok,
4:40:39YouTube, Pinterest community,
4:40:40which is a go high level community school, and then blue Sky.
4:40:43You can have evergreen posts, you can bulk schedule, you can have an RSS
4:40:46feed, which will basically post certain things from blogs.
4:40:49And I'm going to explain all of this in depth.
4:40:51But this feature is incredibly powerful and high level, and if you set it up
4:40:55properly, it will save you so much time because you won't have to go
4:40:59to all these other platforms and do the posting there.
4:41:02You can do it all from one place, which will just save you so much time.
4:41:05Now something else I want to let you know is
4:41:07before I was using high level, I was using a couple different softwares.
4:41:11Okay, I used Hootsuite also Sprout Social.
4:41:13I use buffer as well. Really tried all of them.
4:41:15But just for this feature. The social planner.
4:41:18These companies charge upwards of $300 to use.
4:41:22Okay, the basic one doesn't give you all the features that this has,
4:41:24but all the features you're getting in this social planner.
4:41:26I'm not even kidding.
4:41:27You guys cost
4:41:29like an arm and a leg elsewhere, and you can go look at the other ones.
4:41:31It's the same thing, if not worse, and they charge a lot of money for it
4:41:36with high levels.
4:41:37It's in any of the plants in 97 297497.
4:41:40So like just know that like this feature is extremely powerful
4:41:44and it's already part of the high level subscription you're using.
4:41:46So you might as well use it.
4:41:47So the first step in getting
4:41:49this entire thing set up is you need to connect a social profile.
4:41:53So all of these are very similar in the way you connect.
4:41:55You're going to click one of them. It'll take you to a page like this.
4:41:58For some of them it's like this. For them it's not.
4:42:00You're going to select which one you want, and then it's going to take you
4:42:03to TikTok to log in.
4:42:04You're going to log into your TikTok account.
4:42:06Then it will come in and you will have it logged in.
4:42:09It's like this.
4:42:10With all of these Instagram, you pick exactly which way you do it.
4:42:13You go through, it'll take you to Instagram.
4:42:15Then you'll log in. Okay. Threads.
4:42:18Same thing.
4:42:19Any of them like you can see right now you go through and you click and it's
4:42:22going to take you into their server and it's going to have you log in.
4:42:26That's the way this works.
4:42:28So now you need to figure out is exactly what you want to connect now okay.
4:42:32And connect it.
4:42:33So positivity if you have to or if you want to keep going.
4:42:35You can but just pick which one of these follow the steps and connect it.
4:42:38It's super easy.
4:42:39You just put your info and it's just like I did.
4:42:41You click which one you want and then you connect.
4:42:42For this video I'm going to be connecting Facebook,
4:42:44Instagram and Google Business Profile.
4:42:46And I already have this connected via this account right here.
4:42:49So once you're connected you should be brought to a page like this.
4:42:51And if you ever had any point want to connect more socials,
4:42:54you just come right up here and click this right here.
4:42:56And it's going to be just like this, but in a different format.
4:42:59That way you can connect them just like that.
4:43:02All right.
4:43:02So now it is time to go through all of the features on the social plan.
4:43:05If you don't have high level though and you are interested
4:43:07I have a 30 day free trial link down below where you sign up for that.
4:43:09You get a ton of free bonuses and help from me.
4:43:12So if you're interested in Hollywood, make sure you go check that out.
4:43:14So the first tab we're going to be in is the Social Planner tab.
4:43:18So what this is, is this is where you're going to see all of your content listed.
4:43:23That is the whole point of this.
4:43:25Now posting is going to be done in the content tab.
4:43:27So we're not going to go over this.
4:43:29But essentially this is just where you're going to see your posting.
4:43:30So if we come in here and we go back to a regular date
4:43:35range, we come like right here, okay.
4:43:38And confirm you will see a bunch of my posts all scheduled out.
4:43:42So they're all going to be like that.
4:43:43So you have the ability to filter out by date range.
4:43:45Then you can pick exactly which ones you want to see.
4:43:48So we take out Facebook Google My Business to see they disappear
4:43:51because I'm posting on Google. Pretty heavy.
4:43:52But that's basically how you will filter by social platform.
4:43:55And then you can also filter through here depending on a bunch of other post
4:44:00content types.
4:44:01And you have content
4:44:01type, status approval status created by approver and then categories.
4:44:05And this is just for you to filter out to see if you have a ton of posts,
4:44:08which is what. But more importantly this is a really cool one.
4:44:11You have the calendar view.
4:44:12So this is really helpful to see on a calendar what you have posted.
4:44:15So with this list view we see all of my posts lined up like this.
4:44:19But if we come over here and click Calendar View,
4:44:21we can see on a calendar where it's scheduled and what time.
4:44:25Really nifty.
4:44:26Okay, so again
4:44:27you're not going to see anything if you're brand new to this because
4:44:29well guess what, you don't have any posts.
4:44:31But this is what it looks like when you have posts.
4:44:34And again
4:44:34you can filter from calendar view to list view by just clicking these buttons.
4:44:38And then you can come down and click these posts and do certain bulk actions.
4:44:42So like delete all of them or click into them.
4:44:45And if we click this one let's say it's going to pop up on the side.
4:44:48And it's going to show us basic details and show us what it looks like
4:44:51on that platform.
4:44:52So again, the planner tab is just where we're going to see all of this in action.
4:44:57So it's really good stuff.
4:44:58That way you can really see what's going on.
4:45:00You can also
4:45:01this is something really cool here is you can run as an ad in the ads manager.
4:45:04So we're not going to get into that right now.
4:45:06But high Level has an ads manager.
4:45:08If you did not know it does cost money at the time making this video,
4:45:10but you can turn this into a paid ad and do all kinds of other cool stuff.
4:45:14So it's really nifty way that they have this set up.
4:45:16And then again, you can edit the post by clicking this right here,
4:45:19and then you just edit how you want it to be.
4:45:21But that is what the planner tab will do.
4:45:23It's just where you're going to see all your posts and where you can edit
4:45:26what you've already done, and then switch between the list views
4:45:28so you can see what you have.
4:45:29Then we're going to move on to the content tab.
4:45:32So this is where we're going to create social media posts.
4:45:35So these are all the different kinds of posts you can create.
4:45:38And all of these okay will be up here as well.
4:45:41So there's going to be overlap. You'll see throughout this video things.
4:45:43But like all of these posts will be up here as well.
4:45:45So just know anytime you're in any of these tabs, you'll always be able
4:45:48to click this new post and access any of the kinds of posts you want.
4:45:53The first one we're going to start off with is going to be the new poll.
4:45:56So this is just one single eyes post basic as that.
4:45:59So we're going to click that button. Want to come right in here.
4:46:01You're going to click the exact social. You want this to go on.
4:46:03And then in here you can put the content of your post.
4:46:06So this is where your post is going to be.
4:46:09You see like that.
4:46:10And then down here you can have AI write it for you by clicking this.
4:46:13And then pick one of these options.
4:46:15We're going to get to that a little bit later.
4:46:16But then you have bold it italicize it.
4:46:19You can add emojis okay.
4:46:21You can add any sort of picture.
4:46:23It can be from AI or you can upload from the media storage library.
4:46:26So say we want this picture right here.
4:46:29That goes in just like that.
4:46:31So then from here once you have that you're going to come right down here
4:46:33and then you're going to pick what kind of action type you want to be.
4:46:36Again, this is for Google Business Profile.
4:46:38You pick what you want you want event.
4:46:39You want to call to action. We'll just do call.
4:46:41And then this is for Google Business Profile.
4:46:43But if you were to come into Facebook okay it might be a little bit different.
4:46:47Do you want it as a feed a real a story.
4:46:49You see how it changes.
4:46:51So you decide how you want the post to come up through here.
4:46:54And again, this is just building out a singular post.
4:46:57So then from there.
4:46:59Okay, let's say we did not want this right here.
4:47:02And by the way if you pick multiple
4:47:03you can customize for each channel, which is very, very nifty.
4:47:06You can come down here and you can either save for later
4:47:08or you can click this and it will post right away.
4:47:11Or you can click this little arrow and you can schedule your post.
4:47:14So pick a date range, send a post for approval.
4:47:16And we're going to get into more
4:47:17of this later in the video because it goes over this. Exactly.
4:47:20Which is just making sure if you have a whole team, if they approve it.
4:47:22And then you can make this recurring post, meaning this can go out at a set time
4:47:26every single month.
4:47:27That way you can have social media management
4:47:28taken care of for ever, which is really nifty.
4:47:31So that's basically how you do it guys.
4:47:33That's the basics of just creating one singular post.
4:47:36It's very simple.
4:47:37You come right in, you put exactly you know what you want
4:47:41right in here wants a haircut.
4:47:45And then from there you plug in your picture,
4:47:47you add anything else, pick the call to action,
4:47:49and then you click post and then you are good to go.
4:47:53So another really cool part about this is we can use
4:47:55AI to completely create our post from scratch.
4:47:57We come right in here and click generate with AI.
4:48:00I can come right in here and said I want hair
4:48:04salon post conversions.
4:48:07And then what we can do is we can click generate and it's going to come up
4:48:10with three different posts for the hair salon.
4:48:14So look at this.
4:48:15It just came out with three different ones.
4:48:17We want this one.
4:48:18We're just going to click continue boom right in there.
4:48:20But what we can do now that we have this like oh this is so cool.
4:48:23We just generated an amazing social media post.
4:48:25We can also edit it.
4:48:27We can improve the writing. We can fix the spelling grammar.
4:48:29We can simplify.
4:48:30We can make it longer, we can make it shorter and we can edit it as well.
4:48:32So there's more things you can do with the text.
4:48:34But what we can also do is we can create images for it.
4:48:38This is the beauty of high level. We have AI everywhere.
4:48:40So we're going to do is a person getting
4:48:44a nice haircut.
4:48:47We're going to do a woman because that is the target market for Massillon.
4:48:53We're going to click generate and then we can see you can pick,
4:48:55you know, different kinds of photography. Realistic boom.
4:48:58That's actually really good. And then we click continue.
4:49:00And then what we have is we have AI creating all of our posts from one spot.
4:49:05So that is also an option.
4:49:06You can have AI just run all of your social media.
4:49:09So really important guys like really really important
4:49:12and really really powerful.
4:49:14So that's all you do for our regular post.
4:49:18Very simple. It's not complicated.
4:49:20You're just going to click this up here and click Create New Post
4:49:23and then follow the instructions just like it did.
4:49:25But then what high level has is a bunch of other kinds
4:49:29of post types that will basically amplify your productivity.
4:49:33So this is where we get into
4:49:34like social media management as opposed to just doing one single post,
4:49:38because you can just do that natively or if you want to do announcement.
4:49:40But first off we have a CSV post.
4:49:42So what this is going to be is this is going to be uploading a CSV full
4:49:45of basically post types in here to do like a massive bulk campaign.
4:49:49So if we come into CSV and we click New Post.
4:49:52So in here you can either do the basic format or the advanced format.
4:49:55And right down here it's going to show you exactly what the format means.
4:49:58If you guys don't know anything about CSV or Excel spreadsheets,
4:50:02this is going to be really confusing to you.
4:50:03But this is basically how you're going to upload and download.
4:50:05So what we're going to do we're going to upload one okay.
4:50:07So we're going to click and we're going to find my CSV
4:50:10which is going to be this right here okay.
4:50:13And it's going to come up. And then we're going to have it.
4:50:16Then we're going to do
4:50:16is we're going to click next. Then you're going to select
4:50:18the exact socials you want it on just like that.
4:50:21If you want to send to approval. We don't want that though.
4:50:23So we're going to click create.
4:50:24And then what it's going to do, it's going to go through
4:50:26and it's going to batch all of your posts into high level.
4:50:29Now a lot of people won't be doing this, but as you see with this test
4:50:32one, it's just going through a couple
4:50:34different test variations that are basically being uploaded in bulk.
4:50:37So again,
4:50:38what you would use this for
4:50:39if you have a bunch of posts already created
4:50:41and you've put them into a CSV and you want to bulk upload
4:50:44for like an entire couple months of social media, that's what you would do.
4:50:48And then from there you would just click schedule
4:50:50and we can schedule these posts, and then you are good to go.
4:50:54And then as you see right here, your post will be right here.
4:50:58So then we have recurring posts.
4:51:00So this is a post that will go out again and again and again on a fixed time.
4:51:04So if we come in here and we click Google Business Profile and we say free
4:51:09haircuts, you're going to put your post in.
4:51:11And there's another way to do this here.
4:51:12Later in the video I'm gonna show you okay.
4:51:14And we come right here and we click this.
4:51:16What we can do here is we can click post just like you saw before.
4:51:19And we can schedule for reoccurring posts.
4:51:22This is really cool because we can pick let's do repeat every week,
4:51:27once a week at this exact time.
4:51:30And then we can come down and we can pick what days we want.
4:51:33It's going to repeat on those days.
4:51:35So you just pick exactly what you want
4:51:36when you want to go out, and then it's going to repeat.
4:51:39So one post will get a lot of mileage out.
4:51:41So I'd recommend you do is you make sure you have,
4:51:44let's say a couple different variations of posts.
4:51:46And there's another really cool feature
4:51:47we're going to get to later that's going to do this for you.
4:51:49Just wait for that because it's going to blow you away.
4:51:51But the whole point is to do less work and get more out of it.
4:51:55And this is going to be the theme of this video,
4:51:56but this is really how you grow your social.
4:51:58So that's something you can do.
4:52:00Just know that if you want to, you can take posts
4:52:02and you can make them recurring, which is huge.
4:52:05Okay, from there we now have review posts.
4:52:09This is another kind of recurring post that is awesome.
4:52:12So what this is going to do is this is going to take your reviews,
4:52:15whether on Facebook, Google, or if you added another third party.
4:52:19It's going to take them and make posts out of them and do the same thing.
4:52:22It's going to post for you.
4:52:23So you come in here, let's say we want Google.
4:52:25We're going to click that.
4:52:26We're going to click the exact range.
4:52:27We'll do five stars, we'll click the exact social account.
4:52:30And we'll do this one right here. Then we can pick how many posts you want.
4:52:32So we're just going to do one.
4:52:34And we're going to do every week at Monday at 10 a.m..
4:52:37And we're going to put it in the feed. Then we're going to do click next.
4:52:39We're going to pick our background. You're going to see exactly what this is for.
4:52:42It is the background of the reviews.
4:52:44So if we click next you'll see it's just like that.
4:52:46So you can always go previous and pick what you want.
4:52:51We'll just leave Blue Mist.
4:52:52But then what you're going to see is
4:52:53you're going to see your posts on Google, what it's going to just pull them.
4:52:56So if you have a lot of reviews, guys, this is a great way
4:52:59to do social media management without you doing any work.
4:53:02And it makes you look like you're doing a lot of work.
4:53:04Really handy. Work smarter, not harder.
4:53:07That way you can make I'll do social media management for you for free.
4:53:10To sweeten
4:53:11the deal, I'll put out all these posts and then you can use all of this stuff
4:53:15in here, like the recurring posts, the RSS feed, which we'll get into in a second.
4:53:18And this to really blow their mind and make them, you know, more,
4:53:22more willing to pay you longer.
4:53:24So the caption, this is just what's right there.
4:53:26Okay, display author name you can get rid of who did the review.
4:53:30Then you can pick the fonts, the size, then the colors,
4:53:32and then from there you can click Create Post
4:53:34and it will go out at the cadence that we just specified earlier.
4:53:37And then you're good to go from there.
4:53:39You have tons of posts going out on repeat again and again and again.
4:53:44So then from review we're going to move on to our SS feed.
4:53:48So this stands for Really Simple syndication.
4:53:51I know that doesn't mean anything to you, but this is actually one of the most
4:53:55underutilized tools that you can use for any niche.
4:53:58And this is connecting to a feed.
4:54:00So we'll come in here. We'll click new post okay.
4:54:02And what we can do is we can put in seed.
4:54:05You'll in here.
4:54:05And what it's going to do is it's going to pull from a blog and post into a niche.
4:54:10Let me show you the easiest way to do this.
4:54:12So if we come into, let's say chat, GPT will say,
4:54:16please give me a hair
4:54:20salon RSS feed that's up to date.
4:54:25This is going along the recurring posting line super super slots.
4:54:29There's a bunch of other ones.
4:54:30I don't know what these are, I'm just picking out randomly.
4:54:33Sometimes you have to verify that they work.
4:54:35I'm going to show you how to do that here in a second.
4:54:37So we're going to paste this right in here.
4:54:39And you can just ask ChatGPT and it'll give you the exact thing.
4:54:41And then we're going to do is we're going to click the social boom.
4:54:44It worked. So you see what it's doing here.
4:54:45How cool is that.
4:54:46So the whole point of this is we are tapping into the feed.
4:54:50Now, why this is so
4:54:51powerful is you can have a ton
4:54:53of social media management and really valuable content
4:54:55pushed out on your behalf, and you don't have to do any work.
4:54:58So we're going to take this one and we're going to try this one out.
4:55:00How cool is that?
4:55:00Now it's bringing up a whole different kind of feet.
4:55:03So the whole point.
4:55:04Like I said before, is
4:55:05you can have a bunch of posts coming out all the time on any of your accounts.
4:55:09You can pick as much as you want.
4:55:11You can have it every 15 minutes.
4:55:13That's how powerful this.
4:55:14But the cool part is, is it's pulling niche
4:55:17relevant content into your socials.
4:55:21This can be really effective if you want to give away good tips,
4:55:24and you're just trying to provide value so you can do the same thing with plumber,
4:55:27okay, hack lawyer, you name it, whatever you want.
4:55:31You can pull in feed of the niche you have.
4:55:34Slap in here and it looks good because it's showing activity on social media.
4:55:37And again you click
4:55:38the exact account you want, how many times you want it to pop out the maximum
4:55:42of posts.
4:55:42Then you click Create Post and you're good to go.
4:55:44So RSS feed is really powerful and I see very few people using it.
4:55:48But guys, the things I'm showing you here are just these simple things
4:55:52you can quickly set up for your clients and basically have social media management
4:55:55running the entire time they're paying you, and it takes you
4:56:00ongoing work once you have it set up. Zero.
4:56:02That's why this is so powerful.
4:56:04So please, if you guys have any questions, drop in the comments or answer.
4:56:06Personally, this is the kind of stuff
4:56:07where you can use it to sweeten the deal, to get higher packages or keep people on.
4:56:11Template library.
4:56:12This is using high levels template library to post,
4:56:15so they have a bunch of templates you can use.
4:56:17They're just pre-made post-its.
4:56:18So we'll do hair salon I'll show you right here.
4:56:20We click this.
4:56:22Let's just do hair okay.
4:56:24Hair parlor. Who calls it that.
4:56:28So we're going to choose this template.
4:56:29And then from there you'll see right here it's interview.
4:56:31And it's six posts that are being shared.
4:56:34So you see how that works. It's going to go in.
4:56:36And then you can select which socials you want it on.
4:56:38Pick the exact ones you want, pick the what days the exact time.
4:56:42Click Schedule Post and it's going to put out their packaged posts on your social.
4:56:48So that's a really cool one.
4:56:49If you want to just get pre-made posts put out and throw it out pretty quick.
4:56:52Which honestly guys, if you have nothing, I would just do that right away.
4:56:57Then we have the approval tab.
4:56:58So this is if you have big social media management teams.
4:57:01All that's going to happen is when your posts go out,
4:57:03you can approve them or not.
4:57:05That's all this works and that'll go all through here.
4:57:07Once you build it out, you'll see the option to approve post or not.
4:57:11Again,
4:57:11this is only if you have huge teams and you want to look over everyone's work.
4:57:15Otherwise you're not going to be using this a whole lot.
4:57:17But you know it's up to you.
4:57:19Then we have category Q this is really powerful.
4:57:22This is a newer feature and it is awesome.
4:57:24So what this is going to do is this is going to recycle content
4:57:27so similar to reoccurring and all these other ones where you can reuse content.
4:57:30This is going to take categories and release them.
4:57:32So we're going to go into settings later.
4:57:34But I just want to show you this really quick.
4:57:35We can create categories like this right here with Green Team.
4:57:38Or you can come right in here and click,
4:57:40you know fun posts, make it pink whatever.
4:57:44Add whatever you want. You can create these.
4:57:46And what you can do is you can batch content by categories.
4:57:50So then what we can do is we can come back here okay.
4:57:53We can come back to the planner.
4:57:54You can do this for existing when you're creating more whatnot.
4:57:57We'll come right in here.
4:57:57We'll click edit to this random post and you'll click Advanced Options.
4:58:01And what this is going to give you to do is to pick a category.
4:58:04So we can categorize different posts by different things.
4:58:07So if you want to do all Facebook posts on Instagram posts, whether you want to
4:58:10do all lead magnet posts, all call to action, post
4:58:13whatever you want, say we want to put it into the green team.
4:58:17What we would do is then we would click
4:58:18save edits, come back here, come to content, go to category Q,
4:58:22then what we could click is we could click new category Q and we could select this.
4:58:26We could click Green Team.
4:58:28And then we can enable future post cueing.
4:58:30Then prioritize new content and click continue.
4:58:33And then what
4:58:34this is going to do is
4:58:35this is going to give us the option to pick what days we want this on.
4:58:38We pick the exact times.
4:58:39And when we click Q post, it will recycle those posts in that category.
4:58:45And that doesn't make any sense. Drop a comment down below on answer.
4:58:47But like this is really powerful stuff because I'll be honest
4:58:50with a lot of businesses, social media, if you can create 2 to 3 months of quality
4:58:55social media or even really one that's really longer,
4:58:58you can stretch it out for infinity using this because between RSS feeds,
4:59:04the review posts, and a couple of recurring posts
4:59:06and category Q, you can basically schedule all of their stuff
4:59:10and have it just be reoccurring and it can be evergreen content.
4:59:13You know, again, if you're doing like really good stuff,
4:59:15it's going to be harder.
4:59:16But for a lot of businesses, it'll give them the activity
4:59:19they need and have enough awareness that it'll be working.
4:59:21And it's super easy. So that's how you do the category.
4:59:24Q post guys, I'm telling you, super powerful, super awesome.
4:59:28You got to check this out. This is how we do all of this.
4:59:31And one last note before I move on to comments,
4:59:33I really encourage you guys to think about how to work smarter,
4:59:37not harder, because a lot of you guys can offer little things like this
4:59:41to your clients up front to make them trust you more, sell the deal higher
4:59:45whatever you want, and it takes very little work on your behalf.
4:59:49Those kind of things, little work higher or why you want to do those.
4:59:52So just note that that is a possibility.
4:59:54Then what we're gonna do is we're going to move on to comments.
4:59:57So this is a pretty cool new feature where anytime someone comments
5:00:01on any of your profiles, you can answer them in here.
5:00:04Really handy, really cool.
5:00:06Someone drops a comment you'll see right here,
5:00:08and then you can come in and answer it just like that.
5:00:12So this is a great place to answer all of those comments.
5:00:15Again, you can do it all in one place. And if you have a bunch of socials
5:00:17connected, this will save you a ton of time.
5:00:20So then we're going to move on to statistics.
5:00:22This is just the analytics of social media.
5:00:24The number of posts the total likes are getting, total followers, the impressions.
5:00:27This can be great if we're just seeing what's working and what's not.
5:00:31You know how to do better, and you can put this in the dashboard
5:00:34to truly make sure what you're doing is working.
5:00:36Then up here we have social listening.
5:00:38So this is pretty interesting.
5:00:39This is where you're going to see
5:00:40what trends are performing best and really what kind of stuff is going viral.
5:00:44So you can tap into it and you have a bunch of different platforms to use.
5:00:47So you can see like Google Trends.
5:00:49We have some stuff with soccer, Pinterest, we have Halloween stuff.
5:00:52Wikipedia looks like some political stuff
5:00:56on TikTok.
5:00:57Basically, you have a bunch of different data points that are, you know,
5:01:01virality points that you can tap into to basically help your content go better.
5:01:05And if you come in here and you're like Halloween nails and we click this,
5:01:09it's going to take you into Pinterest and show you stuff on this.
5:01:12I don't really use Pinterest.
5:01:14I don't know what it is, but if you want to, you can check that with Google too.
5:01:17If we want to come to Chelsea versus Wolves the soccer game with clicking here
5:01:21again, it's going to show you some analytics on it
5:01:23and some pretty cool stuff where you can basically tap into this.
5:01:26So this is pretty neat because it's giving us the ability
5:01:29to see what's working and what's not.
5:01:30And guys, this is really powerful for staying a top of the trends,
5:01:34but also staying ahead of the competition because you have the data all in one spot
5:01:38and you're not using ChatGPT, using Google and all these other things,
5:01:41you can come right in here into the social planner
5:01:43in a social listing right in here, and you can see all of it in one place.
5:01:47Super cool tool will help a ton for making sure you find the right trends.
5:01:51Then what we're going to do is we're going to go over settings.
5:01:54Okay?
5:01:54This is the final part of all of the social planners.
5:01:58So in settings we have first social accounts.
5:02:00This is just going to show you all of the accounts
5:02:02what's connected and what's not.
5:02:03If you want to connect more you click this right here and connect
5:02:06just like that, you also can connect communities.
5:02:08It's like school and high level has their own, where you can legitimately
5:02:11connect a high level community and schedule all your posts.
5:02:15Really, really cool. Okay, so we click Add Community.
5:02:17We pick the exact one you want, you click add, it'll go right in.
5:02:20And then you can now post into your community through here.
5:02:24So handy high level things of all of it in communities.
5:02:26Again it's going to show you the users you can have to pick from to
5:02:29who you want to post in the channels. In Pinterest.
5:02:32This is just going to be how you pick which default boards for what account.
5:02:35If you're a Pinterest user.
5:02:36Notifications this is an important one.
5:02:39You have a couple different
5:02:40notifications on different things that happen in the social planner.
5:02:43You can just turn them on or off by clicking this and editing them
5:02:46by clicking this.
5:02:47Now I'm going to go through all these, but I want to let you know that all of these
5:02:50have basically a default template as you see here,
5:02:53which is this right here, I would just leave that the same.
5:02:55If you want to create something different you can I would leave you the same.
5:02:57All it is is default message template.
5:03:00But first we have account pre.
5:03:02These two are very much connected.
5:03:03So when the tokens go out on an account if we come back here tokens are basically
5:03:08for like Facebook Instagram and a couple other ones.
5:03:10Google Business Profile doesn't have it, but the pages will basically get decent
5:03:15after like 50 days.
5:03:16You just have to go in and reconnect them.
5:03:18It's not for all social profiles, but it's for a couple
5:03:21and for security reasons and a bunch of other stuff.
5:03:23It's the way their API works and it'll basically just connect you.
5:03:26So that is something to be aware of,
5:03:28and that is something that does happen from time to time.
5:03:32But these will basically notify you when the tokens up.
5:03:35So I actually really think you should do that.
5:03:37And these should both be turned on because there's times
5:03:39where my tokens have gone up for the hair salon account
5:03:41and other accounts, and I'm like, what the heck?
5:03:43And the posts aren't going out because they never notified me.
5:03:46So you want these both on? It'll help.
5:03:48Then you have a request for post approval.
5:03:50So if you request for approval
5:03:51this will basically say a notification on that you have approved post.
5:03:55So if it goes through it'll basically notify you that.
5:03:57And then if the post got rejected or the post failed
5:04:00you will also get notified. So we have all of those.
5:04:02Very important I definitely recommend these two ones on then we have categories.
5:04:06So this is what we talked about before.
5:04:08We can lump content into different categories and then we can use stuff
5:04:12like the category Q. So this is really handy.
5:04:15I actually recommend you do this really important
5:04:17because it will help with organization and for basically reoccurring posts.
5:04:20And we can just click this up here.
5:04:22You click the exact name right in here and you click the exact type of.
5:04:26And then you click the exact color, click add.
5:04:28And you have now added a kind of category.
5:04:30Then what we have is we have watermark.
5:04:32So this is really important I think this might get more important the age of AI.
5:04:35But this basically just watermarks your content.
5:04:38So we click up here and we click Add watermark.
5:04:40We could type in these watermark.
5:04:43We would come into upload and we're going to find my logo.
5:04:46So this is the logo right here.
5:04:48And you'll see right there it's watermarked right there.
5:04:51And we can move to the other side.
5:04:52This side down up.
5:04:54We can make it more opaque or not.
5:04:56We can then make it bigger or smaller.
5:04:59We then can do auto padding.
5:05:00I recommend leaving that all.
5:05:01But the cool part is we can have a watermark on all of our posts.
5:05:04It'll go by default on all of your posts
5:05:07to basically show that it is your territory.
5:05:09So that's something pretty cool you can do.
5:05:11You don't have to.
5:05:13Again, it's not mandatory, but it does help.
5:05:15And then in global settings we just have media optimization
5:05:18which you can even talk all in off.
5:05:19And it says right here, all images used in a social planner
5:05:21will be optimized for all required content formats to support all channels.
5:05:25I recommend having that on.
5:05:26So that is the social planner in a nutshell.
5:05:29It's very simple. But wait, there's more.
5:05:32So there's a couple other really powerful key things I want to go over okay
5:05:37with the social planner bonuses, so to speak,
5:05:40that will really make this thing go even faster.
5:05:42And this is just because I'm the wizard and I want to give this to you.
5:05:45But there's a couple other things in here,
5:05:46including the automations that we can run off this,
5:05:48which will really turbocharge your social media.
5:05:51Also, just to let you know if you are wondering where your DMs come in,
5:05:55when someone messages you on social media, they will come through conversations.
5:05:59They won't come through the marketing tab.
5:06:01Okay, so we come in here and we go to comments.
5:06:04That's not direct messages.
5:06:05The direct messages will come in through conversations.
5:06:08So I just wanted
5:06:08to make that abundantly clear because that is very, very important.
5:06:12We're going to go on to the last part, which is the bonuses of social media,
5:06:15which is three different amazing things you can use that
5:06:18will turbocharge your social media experience.
5:06:22Okay.
5:06:22So we're going to do is we're going to come right down to automation okay.
5:06:25We're going to click Create Workflow.
5:06:27We're going to start from scratch.
5:06:29And I'm going to show you a couple really cool things.
5:06:31So the first thing I want to show you is that you can respond
5:06:35to comments on social media automatically.
5:06:39So not from just one place like we did in the social planner, but using automation.
5:06:43So if we come right in here and we click Add New Trigger, we can do comment.
5:06:46And you can see right here
5:06:48Facebook or Instagram comment on a post, we click pages or a hair salon.
5:06:51We click save.
5:06:52You can even view on Facebook looking that.
5:06:54But if we click this anytime someone comments on this exact post,
5:06:58we can pick the exact comment we want to have
5:07:01so we can basically go through and start working the comments.
5:07:04And if we come right here and we click apply and comments,
5:07:07we can come right here and we can pick the exact response you want.
5:07:10So we're going to do.
5:07:11Hey I love you.
5:07:13And we're just going to save this.
5:07:14You can even do liking the comments too.
5:07:16So immediately heart their comments.
5:07:17And from here you can basically automate liking and responding to comments.
5:07:22This is great if you're doing stuff with like promos and campaigns,
5:07:25you can basically automate their social media interactions.
5:07:28And this is just so, so powerful.
5:07:30So I really recommend you guys check into this because this is insane.
5:07:33If you guys have any questions by the way, drop them down below.
5:07:35I answer personally, but this is a big one that will help you tremendously
5:07:38because you can have a automations automatically respond.
5:07:41But what you can do on top of this is you can reply to their comment,
5:07:44and then what you can do is you can send them a DM.
5:07:48So what we would do is
5:07:48we actually do Facebook because as we have and what we can do is we can send them
5:07:52a direct message on Facebook to start a conversation with them.
5:07:57So how amazing is that?
5:07:59You put in whatever you want.
5:08:00We save it.
5:08:01And now anytime someone comments on the post,
5:08:04it'll heart their post, like their post, and it will send them a message
5:08:08on said platform.
5:08:09That is how powerful this is guys.
5:08:11This is no joke.
5:08:12This is like serious
5:08:14social media automation at play and this is going to change everything.
5:08:19Okay.
5:08:19This has been around for a while, but what I'm about to show you
5:08:21next is what's going to turbocharge this entire thing.
5:08:24Because a lot of people drop comments on social media.
5:08:26This isn't something that just doesn't happen.
5:08:27People are constantly dropping comments, asking questions, seeing what's going on.
5:08:30But with this, okay, we can automate it, but we can take it one step further.
5:08:35So if someone comes in and they comment on your post, okay,
5:08:38and then it responds to their post and works them,
5:08:40then it sends them a DM and we're like, oh, look at that.
5:08:42We can basically get them moving.
5:08:43What we can then do from here, once we sent them that,
5:08:47we can then activate an AI
5:08:50chat bot to start talking with them back and forth.
5:08:54And then that way when you go back and forth
5:08:55as a conversation, all of the messages get answered.
5:08:58How powerful is that?
5:09:00So you can now basically automate
5:09:02social media posting and growth inside of high level.
5:09:06This guys, this is big.
5:09:07You got to be using stuff like this.
5:09:09Because if you have clients with bigger social media clients,
5:09:11these kinds of things, if you can run a promo and people you know
5:09:15are commenting, responding and you can send them the proper info
5:09:18and bring it back, that could be just one closed deal for you
5:09:21and that could pay
5:09:22potentially, depending on how ticket
5:09:23is for a couple months of your service, which is huge.
5:09:26Now obviously you want to do more than that,
5:09:27but the point of getting at is like it is not hard to do amazing things with this.
5:09:31So that's it guys.
5:09:32Those are the bonuses.
5:09:33I really recommend you use them. They are insane.
5:09:36And again,
5:09:37I'm giving you all this so you can boost your social media game like crazy.
5:09:47Number
5:09:47one we're going to be going over set up an email deliverability okay.
5:09:50So that's basically making sure your email is set up properly.
5:09:53So you always land an inbox as opposed to spam.
5:09:56Then we're going to be going over the complete email builder tutorial.
5:09:59So how do you actually create send emails and what they look like
5:10:02and how to go high level email builder even works for email.
5:10:05Then number three we're going to be going over email strategies.
5:10:08I'm going to show you how to create actual email sequences and campaigns.
5:10:12So you can actually send this stuff out and start making money from a list
5:10:15or spreading awareness or whatever you're trying to do as soon as after this video.
5:10:19Number four, which will be automations, which is going to be
5:10:22how to automate these three steps, which will save you a ton of time.
5:10:25That's what we love about high level. Okay.
5:10:27It has this entire system built in.
5:10:29So you can create something
5:10:30and then use AI and automations to take it off your plate.
5:10:33You get all your time back and guess what? Time is money.
5:10:35So it's more money.
5:10:36Last but not least, number five analytics.
5:10:39So important is basically shows you what's working, what's not working.
5:10:43So you can see real time data and know, okay,
5:10:45we need to do less of the thing that's not working and more
5:10:47the thing that's working, which will help you tremendously.
5:10:49So the first thing we're going to jump into is set up an email deliverability.
5:10:53Let's jump right in.
5:10:54So the first thing you do is going to come to your sub account.
5:10:55You're going to go right down to settings
5:10:57and you're going to go right into email services.
5:11:00The way this works is once you get in, you're connected to either Elsie email
5:11:04or mail gun.
5:11:05They're actually the same thing Elsie emails white label,
5:11:09but it's actually cheaper and in high level.
5:11:11So it's better. Long story.
5:11:12Not going to get into it.
5:11:13But basically you have to just make sure that one of these is picked, which again
5:11:16you're just going to pick just like this once it's configured
5:11:19okay Elsa, email is cheaper and better.
5:11:21And once you have that you're set up. But here's the problem.
5:11:23Because setting up the email part and just having
5:11:25this is pretty much done already from the get go.
5:11:27The hard part and when you don't have this is finding out how to use a domain to
5:11:32send from.
5:11:32Because if you don't have any dedicated domain or IP,
5:11:35you're going to be sending from go high level
5:11:36domain, which has been abused by like gazillion people that are on high level
5:11:40because they don't understand this.
5:11:41And what that then will mean is your emails are going to go to spam
5:11:46or promotions tab, which by the way is way worse.
5:11:49You don't get another inbox and your emails aren't effective.
5:11:52Spam blockers have become so advanced
5:11:53now that they read the emails and they know exactly what's going on.
5:11:56And AI, it's much harder to get in people's inboxes.
5:11:58But if you do a couple of things, I'm going to show you,
5:12:00it'll be that much easier and your email campaigns will actually work.
5:12:04Okay, so the way this works right here is you want a dedicated domain.
5:12:08So all you're doing is taking a domain and creating a subdomain
5:12:11email of it so the emails can launch from said subdomain.
5:12:15It's very easy. And this is where you do it.
5:12:17First you're going to need a domain.
5:12:19If you don't have a domain in domains or you transfer a domain,
5:12:21please go to my channel and watch videos on that.
5:12:23I'm assuming you know how to put a domain in here.
5:12:25If you don't, you can either buy one off high level or get one off GoDaddy.
5:12:28There's the only two I recommend. The rest of them are just not as good.
5:12:31So once we're in here, we go to email services.
5:12:33We're going to come right in and we're going to click dedicated domain and IP.
5:12:37Then what we're going to click is add domain.
5:12:41So this is how you create your subdomain.
5:12:44You do a word or a name or a phrase dot my main
5:12:48which would be whatever your domain is.
5:12:49So for this mine will be David's Plumbing and Sons.
5:12:52That's going to be the domain we're going to be using.
5:12:54It'll be whatever domain you have you want to use for your client deck.
5:12:58So sure for Declan Dot boom, that's
5:13:02going to be the domain that these emails now send from.
5:13:05But the master domain will be David's Plumbing and Sons.
5:13:08So again just reiterate you pick whatever you want.
5:13:11It can be whatever word fish, cow, tree, your name.
5:13:13I recommend you make it something that's related to a name or business and then dot
5:13:18and then your domain.
5:13:19And once you have it, that's going to be your new subdomain that you sent from.
5:13:23Then you're just going to click Add and verify.
5:13:26Now it's going to open up two different options okay.
5:13:28Number one it's going to have this right here. And you can click continue.
5:13:31If you're through go high level okay.
5:13:33Or through GoDaddy.
5:13:34You click continue.
5:13:35And it's going to automatically add these records.
5:13:37And you're pretty much done by just clicking continue.
5:13:40How awesome is that.
5:13:41But in this case I'm just going to assume you may not have these.
5:13:44And I'm just going to show you how to do it manually
5:13:46because sometimes the continue doesn't work.
5:13:48But what we're going to do is we're going to add record manually.
5:13:50But again you can just click continue and it'll do it automatically for you.
5:13:52But we're going to click Add Record manually okay.
5:13:54We're just going to copy and paste these records into our DNA.
5:13:58So whatever domain provider you're going to going to look for DNS.
5:14:01And you're going to come right in here. We're going to add these records.
5:14:03So we're going to click
5:14:04Add Record I'm going to come right in here I'm going to do txt record.
5:14:06That's number one. We're going to go okay okay okay.
5:14:09Boom right there I like that okay.
5:14:10And we're going to come right in here. We're going to click copy here.
5:14:12We're going to come right back here I'm going to click paste.
5:14:14And then we're going to go okay the value copy I'm in here paste.
5:14:17And then wow perfect. Just like that.
5:14:19And then we click save.
5:14:21And then we're just going to do this a bunch of times.
5:14:23We're going to come here.
5:14:23We're going to do number two which will be TXT.
5:14:26We're going to come right in here. We're going to paste that right there.
5:14:28And then we're going to do this right here.
5:14:31Required value. And we can just keep adding it like this.
5:14:33This is also a way you can do it
5:14:35CNM whatever provider you have you just copy and paste.
5:14:39Simple as that.
5:14:40And more records CNM come right here.
5:14:43Click this and then right here we do copy.
5:14:47Put this in right here.
5:14:48So then in priority this is what gets tried first in the mail server.
5:14:52So what you can do is you can do lower or higher.
5:14:54Ten is going to be what's going to be sent first 20 or whatnot.
5:14:58Whatever you do later will be sent last.
5:15:00But what we're going to do is we're just going to add ten for both of them.
5:15:03So another record we're going to do,
5:15:07okay.
5:15:07We're going to do this right here, right there, do that right there and do ten.
5:15:11And then we're just going to do save all records.
5:15:14You're just going to click this.
5:15:15It's going to update the DNS records.
5:15:17And then we're going to do is come right here.
5:15:18And we're going to verify the records by clicking that.
5:15:21So boom it's gone through.
5:15:23How cool is this. Now the thing is that they're not all verified.
5:15:25So we have to make sure they're verified.
5:15:27We're going to click verify domain. Boom. Just like that.
5:15:29They are all verified and you're good to go.
5:15:31Then we have the D mark record which is actually a bonus
5:15:35which will help you a lot more.
5:15:36And what this does is it protects from spoofing,
5:15:38spamming and a bunch of other stuff we can show you right here in this article
5:15:41and come right down here.
5:15:42Helps with your visibility, brand protection and security.
5:15:44So it'll just give you that much more of a boost,
5:15:47helping you land okay in inbox and not in spam.
5:15:51So we're going to do is we're just going to add the record, okay, in here.
5:15:55So we're going to come back in here.
5:15:56We're going to go to we're going to do add new record.
5:15:58When we come right back here we're going to
5:15:59okay txt we're going to click this right here TXT.
5:16:02And we're going to go we're going to copy this right here.
5:16:04We're going to copy okay.
5:16:05We're going to paste when we come right back in here.
5:16:07And we're going to do this right here.
5:16:09Copy this jump right back paste and then click save.
5:16:14And then we're going to update the DNS records.
5:16:16Then we come right back here and we click Verify domain.
5:16:19So right here it's saying not verified.
5:16:21But it actually does take time to get verified
5:16:23because you can see right here
5:16:24it's added sometimes on the servers it just takes a little bit long.
5:16:27But it has been added so it's good to go.
5:16:29So now that you have this all added you're good to go.
5:16:31And this right here will help you get into inbox.
5:16:35So much better.
5:16:36Also avoid spam because it's going to be a brand new
5:16:38subdomain that you can now launch emails from.
5:16:40And anytime one gets burnt out, or if you do a ton of emails on one of these,
5:16:44what you can then do is you can then always come back.
5:16:47Follow this exact same process.
5:16:49I just want to and create another one and it could be deck two.
5:16:52Deck three.
5:16:53So now that you understand this, you now have unlimited tries
5:16:56and they'll say SSL issued which is good means it's secure.
5:16:59So you have unlimited tries
5:17:01essentially off domains and you can switch domains and whatnot.
5:17:03So this just helps with email.
5:17:05And a lot of people don't even have this setup like at all.
5:17:08And if we go back and we come all the way back to this initial, you'll see
5:17:11right here, it now says this right here, which is David Plumbing,
5:17:15which is now the domain email we can launch from.
5:17:17So it's awesome.
5:17:18And now you can see that we have officially set it up.
5:17:21So now you've set up your own subdomain for email.
5:17:23And it's helping your deliverability a lot.
5:17:25But there's a couple more things we can do.
5:17:26So we're going to come
5:17:27right into business profile, and we're going to scroll all the way down.
5:17:31And you're going to see general.
5:17:32The first one you want to check on is this right here.
5:17:34Mark emails as invalid due to hard bounce.
5:17:37So if they're bouncing off of the email because it's getting weeded in the spam,
5:17:40you know, email provider and algorithm is detecting it.
5:17:42You want this checked on. This will help greatly.
5:17:44So you're not sending out the same email to people that don't want it.
5:17:47So this will help with your deliverability that much more.
5:17:50So then this is another one I recommend you turn on.
5:17:53Except this will cost a tiny bit of money per email sent.
5:17:56But what this does is this it fair AFIs each email to make sure they are real.
5:18:00So this can be really good.
5:18:02Okay.
5:18:02It's going to go in and verify
5:18:03all the emails just to make sure your list is perfect.
5:18:05So that is something you do I mean it's so cheap.
5:18:07It's 0.025 mean it's like not even half a cent it's super affordable.
5:18:12But that is something you can check on and it's gonna help your email
5:18:15deliverability that much more.
5:18:16And then last but not least, you're going to want to have this checked
5:18:19on, which is make emails compliant by adding an unsubscribed link to email.
5:18:22You have to have an unsubscribe link.
5:18:24It's mandatory, but you can customize it right in here
5:18:26and you can click apply this.
5:18:27Change all subjects and we'll go through all of them.
5:18:29But what this is going to do is this is going to basically create
5:18:33an unsubscribe link on your email so they can go I don't like this.
5:18:36Unsubscribe.
5:18:37If you don't have unsubscribe links, you're not being compliant.
5:18:40So you have to have an on subscribed link like you just got to.
5:18:44Some people skip out on this and it's going to hurt you a lot
5:18:47because it can also read the AI and algorithms, can read these emails
5:18:50and know what's what.
5:18:51So you're going to want to make sure that is also checked on.
5:18:54So between having these three checked and then having your subdomain properly
5:18:59configured and set up like this, you are now ready to go
5:19:03and your email is locked and loaded and the email is way better.
5:19:07Now it's that much closer to always landing in inbox.
5:19:09So this is huge that we did this.
5:19:11So now that we have this already, we now need to go into a couple more
5:19:14key things to make sure your emails are really good.
5:19:17So they also deliver because this isn't just enough okay.
5:19:20It's not just about setting this up.
5:19:21You also have to have quality emails and other things about to go into.
5:19:24And then I'm also going to show you
5:19:25a list of things that you absolutely do not want to do.
5:19:28It will absolutely kill
5:19:30your email deliverability, and I'm going to go into those right now.
5:19:34Okay.
5:19:34So here are three tips to improve your deliverability okay.
5:19:37This is within the email side of things.
5:19:39So number one remove bad emails.
5:19:40You just go hide them to delete old or fake emails.
5:19:43This is important if you have a bunch of people that unsubscribed
5:19:45and they don't want your stuff,
5:19:46or they're not interested and you keep emailing them
5:19:48or they're not even real emails, this is going to hurt you.
5:19:50It's going to hurt your score.
5:19:52Clean house.
5:19:53Make sure you're only hitting targeted quality emails that are real.
5:19:56Number two craft simple emails.
5:19:58Please keep your emails short.
5:19:59Add real value for readers with one action to take.
5:20:02What a lot of people do is they come in
5:20:03and they put images, they videos, links going everywhere, five paragraphs.
5:20:07That's like so much.
5:20:09Just keep it simple.
5:20:10Just text to start off with simple with one call to action
5:20:13that is going to help you a lot.
5:20:14By the way, little sneaky.
5:20:15We're gonna be getting into strategy later in the video,
5:20:17so be sure you that craft these emails in a good way.
5:20:19But still you got to know this because this is like really, really important.
5:20:22And a lot of people,
5:20:23they will use the go high level templates and they'll create
5:20:25these really in-depth emails with pictures and image and all this stuff.
5:20:28It's just terrible.
5:20:28So please craft simple emails, keep them short,
5:20:31keep them important from one call to action.
5:20:32Not like gazillion links and it will help your deliberately that much more.
5:20:35Then number three warm up your emails.
5:20:38So send a few emails daily.
5:20:39Okay will be few hundred
5:20:41into new contacts to build trust with your email providers.
5:20:43This is so important.
5:20:45So if you go to go high levels website and you go into email warm up,
5:20:48you can just type that in the website.
5:20:49You can actually see this right here which is their actual sending recommendations.
5:20:53So stage one would be 100 per hour 300 670.
5:20:57And then that way you can build it up
5:20:59because you can't just immediately send, you know, 25,000 emails out.
5:21:03It will hurt you because all of a sudden it's like this email is not warmed up,
5:21:05it hasn't been sent, and now it's going to mass volume.
5:21:08Bad idea.
5:21:09Follow this exact guide on their website.
5:21:11Again you can just type in, go high level email, warm up.
5:21:14It'll pop up. You just scroll down and this is it.
5:21:17You just follow this very carefully so you can send a lot.
5:21:19It's not like five emails.
5:21:20You can send 100, a couple hundred
5:21:21if you're trying to do big email campaigns,
5:21:23the last thing you want to do, it's just not warm it up.
5:21:25It's just going to hurt you.
5:21:26And then later on it's going to affect you, and it's just a cascade of effects.
5:21:29You're not going to get anywhere.
5:21:30So please warm it up and follow this guide.
5:21:32It will help you tremendously with your deliverability.
5:21:35So these are three short tips that will help you greatly.
5:21:37You need to start doing them now.
5:21:38But now I'm going to go over things that you absolutely
5:21:41do not want to do, which I call these the no nos.
5:21:45Okay. Number one, no warm up.
5:21:47Start small with new domains to protect deliverability.
5:21:50We just want to be warming up so it's pretty clear.
5:21:52Don't not warm up okay?
5:21:54Please warm your emails up. So so important okay.
5:21:56Number two spammy words.
5:21:58Don't put in words like three all caps act now or money sign.
5:22:02Money sign or, you know, free money or you know,
5:22:04just avoid that because again, spam filters have become more advanced.
5:22:07And when you add AI on top of it,
5:22:09it can read the emails and know exactly what you're doing.
5:22:11So avoid the spammy clickbait words.
5:22:14Okay, no unsubscribe link.
5:22:16Oh my gosh, this should be so obvious.
5:22:18Always include it to stay comply and protect your reputation.
5:22:20You got to have it on subscribed
5:22:21like this is no and if, ands or buts you just have to have it.
5:22:24It'll literally destroy you if you don't know for ignoring bounces.
5:22:28So clean your list bounces and compliance hurt your domain.
5:22:31Okay, I'm going to go in depth in this
5:22:33more in the analytics side at the end of this video.
5:22:35But you want to make sure that your list is constantly being cleaned.
5:22:37You're not just sitting there hammering the same people.
5:22:40That's why
5:22:40I like using automations, which I'm going to get to later in the video too,
5:22:44which shows you how to segment leads
5:22:45so you're not constantly messaging the same people.
5:22:49Okay.
5:22:49Image only emails don't just send images or means or videos.
5:22:53Even if you do that with a ton of text, I recommend you.
5:22:56You gradually put that in.
5:22:58For right now though, just use text based emails.
5:23:00It's way better and it will definitely have a way better chance
5:23:03of not going into spam then inconsistent sending.
5:23:06Okay, you have to send regularly.
5:23:08You can't just go for 1000 emails, take a two week break, 2000 emails every day.
5:23:12Send a little bit, a little bit, build it up. You can set on drip mode.
5:23:15You can do these things in high level, these tools.
5:23:17Again what I'm going to show you later, which will help greatly.
5:23:19But you want to make sure that you are actually doing them okay.
5:23:22Because if you just randomly send and then you stop and then you send,
5:23:26you basically look like a spammer.
5:23:27You don't want to do that.
5:23:28So again, quick list of no knows.
5:23:30You want to warm up your emails okay.
5:23:31Don't use spammy words. Have an unsubscribe link.
5:23:34Don't ignore any sort of email bounces.
5:23:36Don't use image, only email.
5:23:37Keep them simple. Just have text for now and then. Inconsistent sending.
5:23:39Please keep on the schedule. It will help you greatly.
5:23:41So please do not do these things okay?
5:23:44This will hurt you bad.
5:23:46So now that we've gone through
5:23:47email deliverability and that is now done and you know how to do it is now
5:23:50time to move on to the email builder Totoro.
5:23:53Let's jump right in okay,
5:23:54so you're going to come into your sub account
5:23:56and you're going to go right on down to marketing and you're going to click it.
5:23:59Then you're going to come right into emails.
5:24:00And you brought to these tabs right here.
5:24:02We're just going to click campaigns. To start with.
5:24:04You can toggle in and out through here.
5:24:06We brought to a page that looks like this.
5:24:07And up here between campaigns and templates it's the same thing right here.
5:24:10But we're going to start with templates first
5:24:12because you need tablets in order to create campaigns.
5:24:14So in both of these you're going to have these basic buttons down here
5:24:18which are the same.
5:24:18So number one is going to be your recent templates.
5:24:21Number two is going to be a list. You want it to be like this or down.
5:24:23You can search for your templates right here.
5:24:25And then you can create filters.
5:24:27Or you can create a folder with different templates.
5:24:30It's just basic user interface.
5:24:32Then in here we're going to click new or down here
5:24:34which is create template which will bring you to these exact things.
5:24:36So the first thing is create template from existing campaign.
5:24:40So if you've already sent out an email blast,
5:24:41you can choose the exact campaign
5:24:43you want selected and it will create a template off of it all.
5:24:46The template is is a pre-made email that you can take and add
5:24:50to campaigns or add to automations, which we're going to get into in a.
5:24:53Then we have email marketing templates in go high level.
5:24:56They have an entire list of pre-made marketing templates for you for email.
5:25:01Now, in the beginning,
5:25:02I don't recommend using a lot of images and making this crazy.
5:25:04So we're just going to start with basic text,
5:25:06but they have pre-made templates, which is pretty cool.
5:25:08I mean, they have all these different categories, all these different niches.
5:25:12You can just search them, you know, just like this.
5:25:14Click whatever you want.
5:25:15You just click it.
5:25:16When you're done, you
5:25:17click continue and then you have your email template as simple as that.
5:25:21And that way you have access
5:25:22to unlimited email templates, which is pretty dang cool.
5:25:24Then you have blank templates.
5:25:25So this is just design editor, code editor, plain editor
5:25:28okay, this is just basic drag and drop.
5:25:30This is going to be code like how to do it from code scratch.
5:25:32And this is playing with nothing. We're going to recommend you use this.
5:25:35But we're going to get into that in a second.
5:25:37Then right here you have import email.
5:25:39So this is if you are using other software.
5:25:41So let's say you're using MailChimp Active campaign.
5:25:43Or could Joby okay.
5:25:45It's going to give you different
5:25:46instructions on how to bring campaigns in from other software's into go high level.
5:25:50And you would just play with it like that.
5:25:52You just click it, you follow the steps.
5:25:54It's as easy as that.
5:25:56So that is how templates work.
5:25:58And those are your four options then in campaigns okay.
5:26:01These are going to be the email campaigns filled with the templates.
5:26:05So to do this we can click this right here or click new right here.
5:26:07And you can do blank. Remember it's all based on templates.
5:26:10We can click this. We can do email marketing templates.
5:26:12Same thing as before you go through you find the exact template.
5:26:15You click it. You then click continue.
5:26:17You then have your template.
5:26:18Or you can click your templates,
5:26:20which is a list of templates that you have already created.
5:26:24Okay.
5:26:24And you can reuse those again and again and again.
5:26:28So that's how the campaigns work.
5:26:29Remember again, campaigns have templates inside of them.
5:26:32So you're just making up a campaign with templates.
5:26:34Then under here you'll see workflow campaigns and all.
5:26:36This is where you're going to see
5:26:37all of the automation actions with emails included.
5:26:40So if we were to click Create campaign, it's just going to take us straight
5:26:44to the automations tab in go high level just like this set up.
5:26:48And then you're in automation.
5:26:49So then once you understand that we then have settings for campaigns.
5:26:54So we're just going to click this.
5:26:55And we brought to the settings for the campaign.
5:26:58So first we have attribution
5:26:59which is just how long you can track set email campaigns in the data within them.
5:27:04And you can do this with all campaigns or campaigns with products.
5:27:06And you can pick the exact amount of days you want, and then you click save.
5:27:09Then we have verified sender emails.
5:27:11So in here you can verify the email you will send okay.
5:27:14And this is going to help with your deliverability.
5:27:17So you can come and you can put your exact email in.
5:27:19And then what it's going to do,
5:27:20it's going to send a verification code to that email.
5:27:23And you're going to copy and paste this exact verification code
5:27:25you got from the email you put in right in there. And then click verify.
5:27:28And then you will have your email address verified, which will help a lot.
5:27:32Then we have sender preferences.
5:27:34So this is the default email setting.
5:27:36So you can go in and put your exact email for center
5:27:38which will always be the sender.
5:27:39And then you can obviously change it but it's the direct one
5:27:41and then recipient two and then the default recipient.
5:27:43So who is it going to.
5:27:44And what you can do in here too is you can click this right here contact.
5:27:47So you just pick which sender
5:27:48email you want and who you want the main recipient to be.
5:27:50Again this is default.
5:27:52And then you click save and you are good to go.
5:27:54Then we have fonts in here.
5:27:56This just lets you pick what kind of font you want every email to have.
5:28:00You come in here, you just pick whatever you want.
5:28:01I don't think we want that one, but you pick what you want.
5:28:04Then you click Add Font and it's then going to be the default font
5:28:07for your campaigns and across the board just on your emails in general.
5:28:11Then we're going to click tracking.
5:28:12So this is just tracking your performance.
5:28:14So the first one we have is click Performance Tracking.
5:28:16When this is enabled all links will be tracked.
5:28:18And it will basically go through and track the performance of said campaign.
5:28:22And then we have UTM tracking,
5:28:23which is just going to help you track the campaign data
5:28:26better through here, through source, email, medium, email marketing.
5:28:29And these are added to your to track extra stuff.
5:28:32So for example, you can track where it's coming from.
5:28:34Identifying the source okay.
5:28:36You know what campaign. It's just that extra bit of data.
5:28:39So once you have this the way you want, you just click
5:28:42save and you are good to go.
5:28:43And again, you can add more custom UTM parameters
5:28:45which will just get your tracking that much more dialed in.
5:28:48Last but not least, you have statistics,
5:28:50which is just going to show you how well the campaigns are performing.
5:28:52I'm going to go in-depth on analytics at the end of this video,
5:28:55so don't worry about this right now, but this is a way you can see them
5:28:58just like this and how your campaigns are doing.
5:29:00So now that you understand campaigns, templates, statistic, how this whole thing
5:29:03kind of works, just like where to go to find stuff.
5:29:05I now want to take you through actually creating an email
5:29:09just so you can see how the builder itself works.
5:29:13So we're going to come right here.
5:29:14We're going to click blank template
5:29:15and we're going to click this right here Design Editor.
5:29:17So right in here it's very much like the other go high level builders.
5:29:21You can just take what you want, drag it in and drop it right here.
5:29:24And then you have that extra editing right on the side here.
5:29:27But you can put, you know, buttons in,
5:29:29you can put social media, you can really put in whatever you want.
5:29:32And all you do is you drag and you drop just like that.
5:29:35So it's just like the other editors. Very simple.
5:29:37And then you would just configure your email right in here.
5:29:39So hello. Or type in what.
5:29:41By the way in the next section I'm going to be going over strategy.
5:29:43So how to actually create emails like the entire thing.
5:29:46Right now this is just showing you how to use the builder. So you understand.
5:29:49So don't worry too much about that. I'm gonna be showing you how to do that.
5:29:51And right up here you can edit the heading, the font, the size,
5:29:54what color you want these things to be whether you want it bold, italicized,
5:29:58underline, strikethrough really all these things making it linked.
5:30:01You basically just have all these extra features, just like a word doc.
5:30:04So you can edit this email that much further.
5:30:06This is where you will name it.
5:30:07And then right over here you just have a couple basic things you have section.
5:30:10This just allows you to pick if you have a big email the sections okay appearance.
5:30:14This is just going to give you a little bit more editing.
5:30:16So what colors you want how you want the buttons to looking in.
5:30:19You can do that over here when you just click this right here.
5:30:22And then we click this, it'll pop up right on this left hand side.
5:30:25To also do that
5:30:25I'm expecting you understand the basic rubric builder of high level.
5:30:29It's all the same.
5:30:30Go watch my website video or my forms video.
5:30:32It's all the same. I'm just expecting you to know this.
5:30:34If you don't, please go watch those videos
5:30:36or drop a comment down below and I'll explain.
5:30:37But it's really the same thing.
5:30:38You just come in, you figure out what you want, you change how you want.
5:30:41You want it to show up on desktop, mobile only, you know, simple stuff like that.
5:30:45And then saved items is anything you have saved
5:30:46so you can use for later use.
5:30:48It's very simple. It's very straightforward.
5:30:51You come in here, you find what you want, you drag and drop it in here,
5:30:54you click it again, and then you edit it on the side
5:30:57to further edit your email or whatever you want, and you have all the settings
5:31:01you could possibly want on this left hand side.
5:31:03Then right in here,
5:31:04you can see what it looks like on desktop versus what it's going to look like
5:31:07on a mobile phone.
5:31:08And then you can undo and do just like that.
5:31:10So we're going to do is we're going to call this new template
5:31:12seven okay.
5:31:13And we're just going to click save template so you can make this
5:31:17look semi okay.
5:31:18But again that's how it works.
5:31:20Once you're done with save you'll click back okay.
5:31:22And there it is.
5:31:23It's right here. You could preview it. You could clone it.
5:31:26You could share it with other people. You could upload to your email templates.
5:31:29You have it forever. You could move to one of the folders.
5:31:31You could create a campaign right off of it,
5:31:33and then you could archive it or delete it all together.
5:31:37So it gives you all of that functionality.
5:31:39So that is the email marketing interface in a nutshell.
5:31:41I went through it.
5:31:42It's very simple. It's very straightforward.
5:31:45If you have any questions on this please drop them down below.
5:31:47I will answer, but it's quite straightforward.
5:31:49And if you have to rewatch this part just to understand
5:31:51the basics, I'd recommend you do that because it will help a lot.
5:31:54So now it is time to go over email strategy.
5:31:57This is probably my favorite part, because this is going to be showing you
5:31:59how to actually create emails that you can plug in.
5:32:02I'll show you some awesome shortcuts and then how to automate this.
5:32:05So this is going to be a really,
5:32:07really valuable part of this video you have to watch.
5:32:08Because this is how to
5:32:09actually create email campaigns, put them in the high level and use them
5:32:14so you can start sending out emails as soon as today.
5:32:17Okay, so now that we've gotten past one and two,
5:32:19okay, we can now move on to number three, which is the email strategy
5:32:23side of things. Guys, this is one of the most exciting parts.
5:32:25This is how you craft emails and create different kinds
5:32:28of sequences to sell people or just engage your email list.
5:32:32Let's jump right in.
5:32:32There are really three different kinds of email sequences.
5:32:36Yes, there's a couple more out there,
5:32:37but these ones are really the broad ones that most people will be using.
5:32:40And those three are the welcome sequence, the sales follow up sequence,
5:32:44and then the newsletter sequence.
5:32:46So number one, the welcome sequence.
5:32:48This just helps new subscribers to your list learn about your brand.
5:32:51This is the first thing that happens when someone ops into your form.
5:32:54This is not what you would use for cold email.
5:32:57This is very much if you were trying to build a list
5:32:59and you have people opting on your website.
5:33:00This is the first sequence.
5:33:02It just lets them know what's going on.
5:33:03This is really important, especially for a lot of service based business owners.
5:33:07They just need something to get people engaged.
5:33:09Then we have these sales follow up sequence.
5:33:11This will turn interested leads into customers.
5:33:14This is sales.
5:33:15This is what businesses and SaaS agencies need a lot.
5:33:17This is how you get people once they opt into your form.
5:33:20Okay.
5:33:20Once people go to your website, once people message you,
5:33:22once you put people into a pipeline, this then does a follow up sequence to
5:33:27sell them.
5:33:27This is how you make direct money with email marketing, the sales
5:33:30side things where you're just constantly hitting people
5:33:32with the welcome sequence, you're more warming them up.
5:33:34The sales sequence is there to sell them.
5:33:36Then you have the newsletter sequence.
5:33:38Okay, this is what keeps the scrubbers engaged over time.
5:33:40Think of this as a way to just keep people in your system okay.
5:33:44And this is very much value based okay.
5:33:46This is like oh here's this free PDF.
5:33:48Here's this free checklist. Here's this free course.
5:33:51Here's this free audit of your website.
5:33:53It's just value to keep people on your list.
5:33:55So they have a reason to open your emails.
5:33:57And yes, like I said before there is a couple more.
5:33:59But these are the three broad ones okay.
5:34:01So now what we need to do
5:34:03is we need to create these because depending
5:34:05on what you're doing for yourself or for your clients,
5:34:07you most likely don't have these setup or you have automations attached to this.
5:34:10So this is incredibly, incredibly important.
5:34:13So now what I want to show you
5:34:14is how to create each one of these and create entire sequences and campaigns.
5:34:19So you can use as soon as you're done with this video, let's check it out.
5:34:22I have three different prompts that I have created for you
5:34:25that you can use an AI to generate this for you.
5:34:27Now, what a lot of people do is
5:34:29they just go over to ChatGPT and they just say, make me three emails on this.
5:34:32And it turns out horribly.
5:34:33The emails don't really make sense and they sound like a robot.
5:34:36I have tested and created these so you can have realistic sounding
5:34:40emails that are short and not massively long and super confusing.
5:34:43You have to have the right prompt in order for it to work.
5:34:46Now what I have here is a welcome sequence prompt, a sales follow up
5:34:49sequence prompt, and a newsletter sequence prompt.
5:34:51I built these for you so you can just take these, copy and paste it, put it in AI,
5:34:56fill this out and then you now have your sequence done okay.
5:34:59This has been tested.
5:35:00This actually works if you need.
5:35:01This is just right down below in a link.
5:35:03You can get access to these to copy and paste.
5:35:05It's all yours and completely free.
5:35:06I'm not asking for anything, but this is an easy way
5:35:09for you to immediately start just getting email campaigns out there.
5:35:12Now you may want to go a little more in depth.
5:35:14You can add to this. Feel free to do that.
5:35:16There is always more
5:35:17you could do, but for the most part this will do just what you needed to do.
5:35:21So what we're going to do is we're going to create a welcome sequence prompt, okay.
5:35:26We're going to do this right here.
5:35:27We're going to copy this, and we're going to come right over to AI.
5:35:30And we're going to paste this.
5:35:31But now what you need to do is
5:35:33you need to fill out every single one of these bracketed parts.
5:35:37So it's unique to you.
5:35:39I will fill this along with you.
5:35:40Okay. Let's start with this.
5:35:43So what we're going to do
5:35:44is we're just going to do create three email welcome sequences.
5:35:48We're going to do Deck Lens CRM. Remember
5:35:51you put your business name and guys just follow along just like that okay.
5:35:55My product or service is going to be CRM software.
5:35:59Again I do not know what you're doing, but please put in exactly
5:36:03what you would put in.
5:36:04So if it's lawn mowing put you know, we'd eating lawn mowing,
5:36:08cutting grass like all the things that pertain to your business there.
5:36:11And then you're going to put in a professional tone
5:36:15over a time frame of we're going to do five days again.
5:36:18You just put in how you want this to go.
5:36:21Just follow along directly.
5:36:23If you have questions drawn down below,
5:36:24we're just filling in the prompt just like this.
5:36:26Start with a thank you email delivering a freebie.
5:36:29So what I'll do is I'll put free CRM setup guide.
5:36:34You put in whatever your freebie is.
5:36:36That could be a free estimate. That could be 15% off.
5:36:39That could be whatever you want it to be.
5:36:40Just put it in some sort of incentive.
5:36:42We did that and introducing my brand then include emails sharing.
5:36:46We're going to do CRM tips again,
5:36:50put in some sort of value there and end with a call to action.
5:36:53And we're going to do a free trial again.
5:36:56You're going to put in whatever pertains to your business.
5:36:59Just follow along exactly like I did, okay.
5:37:02And just plug this in up.
5:37:03If you want to go more in depth and add stuff, feel free to okay.
5:37:06You can do whatever you want. Make sure you pause the video.
5:37:08You either do this with me, or you pause it and fill this out right here.
5:37:11Once you have it all filled out and it's matching your business,
5:37:13you're going to click this right here and look at this.
5:37:16It's now going to give you all of the stuff you need.
5:37:20Now you're going to want to make sure that you plug
5:37:21in an actual guide or whatever you're using.
5:37:23You don't want to just have it be nothing.
5:37:24But we now have all of our emails.
5:37:27How cool is that?
5:37:28It is generated by the way, you don't have to use.
5:37:30You could use grok, Gemini, Bard, whatever you want and just plug it in like that.
5:37:34But make sure you follow, just as I said, to get these emails again,
5:37:38a lot of you guys are just going to chat
5:37:39and just saying generate me emails and it turns out horribly.
5:37:42Take a little bit of time,
5:37:43put this into the prompt so you get a quality email.
5:37:45See this.
5:37:46This is short. It's not loaded with emojis. Loaded stuff.
5:37:48It's short, straight to the point and good.
5:37:50Remember all the stuff I said earlier to land in their inbox?
5:37:53This covers it, so make sure you follow this.
5:37:55So now what we're going to do
5:37:56is we're going to get these emails and we're
5:37:58going to put them into go high level.
5:37:59So have this all pulled up.
5:38:01And then in another tab have the email marketing pulled up as well.
5:38:04So then what we're going to do is we're going to click templates
5:38:06and we're going to come right in here.
5:38:07We're going to click new and we're going to do blank template.
5:38:10We're just going to click Design Editor.
5:38:11And we're going to click select guys.
5:38:13I'm going to show you a massive shortcut
5:38:14that's going to go hand in hand with automations.
5:38:16It's going to save you so much time. So follow along guys.
5:38:19There is a method to this.
5:38:20A lot of times you can automate the sequence
5:38:21because a lot of people just go right to emails
5:38:23and then it's not automated and you waste a ton of time.
5:38:26I'm not trying to have that.
5:38:27I respect your time and I'm trying to save you more of it.
5:38:30Okay. So this is what we're going to do.
5:38:31We're going to get rid of this right here, okay.
5:38:33We're going to leave this up here because this helps view email browser.
5:38:36It helps with deliverability.
5:38:37We're gonna come right here.
5:38:38We're gonna drop this text block right in here.
5:38:40We're going to delete this part.
5:38:41And then what we're going to do
5:38:42is we're going to come right back here and we're going to copy this
5:38:45right here, okay.
5:38:46Everything you have anything to want to put a custom value in like that.
5:38:50But we're just going to click this right here and we're going to click paste.
5:38:53So now we have our name in here.
5:38:56We can just click enter.
5:38:57So right here I would make this smaller just like the rest of them.
5:39:00You can leave it bold.
5:39:01And you might want to put in a custom field custom value.
5:39:04Then right in here we're just going to do. Thanks for joining Declan Sierra.
5:39:06Make sure everything looks good okay.
5:39:08Maybe do a little space right there.
5:39:10Just make sure it looks basic.
5:39:11With your free guide.
5:39:13You're going to click this right here.
5:39:15And you're going to click this download part.
5:39:18Now remember just like early in the video you got to warm up your emails
5:39:21before you start really giving a lot of links and juicy stuff like this.
5:39:25So please make sure you do that first.
5:39:27Then you just click this right here.
5:39:28You'll put in the URL, leave that that way and click save.
5:39:31And it will then link that to what you're doing.
5:39:33And then I would just come down here and I would click enter.
5:39:36And you are good to go. As simple as that.
5:39:39Then what you're going to do is you're going to come right in here, okay.
5:39:41You're going to come right to settings.
5:39:42Once you have this guys, there's a method to the madness.
5:39:45We're going to do Declan from email.
5:39:47We're going to put exactly what the email we're going to do.
5:39:49Declan Wizard [email protected].
5:39:56And then what we're going to do is we're going to come
5:39:58right back here and you're going to copy the subject, okay.
5:40:01Boom, you're going to come right back and you're going to paste this guys there.
5:40:05It's a method I'm going to show you here in a second.
5:40:06It's gonna save you a lot of time. But you're going to add this right.
5:40:08Like this. Then you're just going to click save.
5:40:10By the way this is awesome because it's custom value
5:40:12and it's going to put in their first name.
5:40:13So we're going to click save okay.
5:40:15So once this is done we now want to name it.
5:40:18So we're just going to do each one.
5:40:20Now you put in whatever you want the name of it
5:40:21Dash this name of that dash. So you put whatever you want in here.
5:40:24But I recommend you label it like E1, E2, A3 and you could add more stuff,
5:40:28but make sure you label it so you know what's what in here.
5:40:31We're just going to do E1 okay.
5:40:33Then you're going to click save template.
5:40:35Then we're going to come back okay.
5:40:37And by the way you're going to want an unsubscribe link on all of your emails.
5:40:42You can come right into business profile.
5:40:43And you make sure that this is on everything you guys you have to have it.
5:40:48I didn't put it on because of this or do that,
5:40:50but make sure you have an unsubscribe.
5:40:51If you don't, you are not sending emails compliant.
5:40:54It's illegal. Don't do it. You'll get canned for it.
5:40:56Make sure you put that unsubscribed link in okay.
5:40:59So we're going to go back to marketing okay.
5:41:01Just follow along guys.
5:41:02So now we're going to do because we have it the way we like.
5:41:04We're going to come right in here.
5:41:05And once this is cloned you can take a guess what we're about to do.
5:41:09We're about to come right back in and we're going to get this bad boy
5:41:13right in here. Okay.
5:41:14Copy all this and do the exact same thing.
5:41:19Right. Like this. Click paste.
5:41:21Same thing. Okay. Make sure this is all configured.
5:41:24I do not know why I did not go right there.
5:41:26Make sure this is all configured okay.
5:41:28Just space this stuff out.
5:41:30Member. Put it in.
5:41:31If you have it make sure you do that. Plug it in right there.
5:41:34Make sure you have it okay.
5:41:35And then right in here under settings okay.
5:41:38It's already going to be configured.
5:41:40Except we're just going to switch out this subject.
5:41:43So we're going to come right in here I'm going to do this.
5:41:45Ding ding ding is how easy this is. It's going to save you a lot of time.
5:41:48Let me click this.
5:41:48And then we click save. And then you're done.
5:41:51So please make sure you go in and you make sure everything is linked up
5:41:54to just say read CRM tips and it's not linked up.
5:41:57Make sure you go do that.
5:41:59So save your template okay.
5:42:00Then we're going to go back
5:42:02and we're going to do the exact same thing for the third one.
5:42:06Again guys if you have 1020, 30 which in these prompts
5:42:10if you go up here you could add 40 whatever you want.
5:42:13However big you email sequences, you're just going to do that
5:42:16for each and every one of these because the goal is,
5:42:18is to reuse these templates every time new people come in.
5:42:22Now for newsletters, that's going to be a little different.
5:42:24And that was the third kind that's going to be
5:42:26you coming up with new ideas every week for this,
5:42:28though, you're going to be reusing every time a lead comes in.
5:42:30It can be the same sales process, the same welcome sequence.
5:42:33It can just be the same thing. It doesn't have to be this new thing every time.
5:42:35This is how you save a lot of time, guys.
5:42:37So many of you that I talked to have no idea about this.
5:42:39And you don't connect any of this properly,
5:42:41so this will save you so much time.
5:42:43So let's do the last ones. We're going to go to E2.
5:42:46We're going to click clone.
5:42:47We're going to do E3 and we're going to click clone.
5:42:50We're going to come right back in here okay.
5:42:52We're going to go to day three. We're going to go like this.
5:42:54We're going to click this.
5:42:55We're going to come right back in here.
5:42:57And we're going to do the exact same thing we just did okay.
5:43:01We're going to paste it.
5:43:02I probably should then paste this plain text so learned from me.
5:43:04Don't be done with me. And then we're going to click this.
5:43:06And then we're going to make everything look nice. However it looks for you.
5:43:09You just make that look nice.
5:43:10Make sure you connect it just like we did before.
5:43:12Then you come right in here. We go right into settings.
5:43:15Same exact thing.
5:43:16Then we come right back here.
5:43:17We're going to get this exact subject right here.
5:43:20We're going to come right back in here. And we're going to paste it that way.
5:43:23You now have all of this saved and configured okay.
5:43:27Then you're going to click save template.
5:43:29So again
5:43:30however many
5:43:31you create you will do this process again and again
5:43:33because we will be reusing these in automations every week
5:43:36every client every time. This is how you save a lot of time in high level.
5:43:38Because when you see the automation part this will all make sense to you.
5:43:41So now that you have this configured, I want to show you something really fast
5:43:45because you may be like, how do I even send an email?
5:43:47I'm just going to quickly show you how to send an email.
5:43:49So it makes sense.
5:43:50Before we go into automations,
5:43:51if you do not know how to send any emails in high level, you come to campaigns.
5:43:55Okay, we will click new, we will click your templates.
5:43:58Then we choose the template you want. We're going to go yay!
5:44:00We want this one okay.
5:44:02Once you select it you then look up here in this upper
5:44:05right hand corner and it'll say sender schedule. You're going to click it.
5:44:07And then it's going to be brought into a page like this.
5:44:10Right here you have multiple orders.
5:44:11You have said now where you can look at the sender email
5:44:14the sender, name the subject line, everything looks good. Okay.
5:44:16You can choose a contact list. You can pick one.
5:44:18You can send you an entire smart list.
5:44:20You can choose from tags.
5:44:21You can pick whatever you want,
5:44:22and then you can just click Review and Send and it will just send to
5:44:25whoever you want.
5:44:26Same exact thing, except you schedule it.
5:44:28You pick where you want it, how you want it,
5:44:30and then you pick the exact date and time which you want it.
5:44:33And then you click Review and Schedule and it will schedule for you.
5:44:36Then you can batch a schedule.
5:44:38This is really good for SMS texting, which we're not going to now.
5:44:41And this is also really good for just huge email lists in general.
5:44:43You going to want to do this in batches, but you pick exactly
5:44:45when you want it to go out, how much you want it to repeat after.
5:44:48And this will send like a couple thousand
5:44:50emails at a time, as opposed to just blasting a bunch of people.
5:44:52And then we have RSS schedule.
5:44:54By the way, RSS stands for Really Simple Syndication,
5:44:56and it's great for blog posts and it feeds.
5:44:58So it's basically like you could sign up for a RSS feed
5:45:02on a news website, and it will just automatically post any of the new stuff.
5:45:05So this can actually be really good.
5:45:06If you have a really good niche content site, say, maybe it's Plumbers of America
5:45:10and they put out a lot of really quality posts.
5:45:12You could plug that link in here and it would email out the RSS feed.
5:45:16Really cool. Saves you a lot of time.
5:45:17So those are the ways to immediately send again.
5:45:19You just click that up there and you're done.
5:45:21But then right down here you basically have a spam storm which is coming soon.
5:45:24This basically is pretty cool because it will show you how good it is.
5:45:26So this is obviously rated very high.
5:45:28But yeah, you're basically good to go.
5:45:30And that's basically how that works.
5:45:31So this is one way to send you
5:45:33click the template, click the campaign and you go in and you click send
5:45:35the other way to send emails very quickly as you come right into context.
5:45:39Okay.
5:45:40Right up here you'll just pick whoever has an email down
5:45:43here, pick who you want, come right here and click Send Email.
5:45:47This will pop up right here.
5:45:49You can click this.
5:45:49Then you can just put in email template.
5:45:52Look it prefigures it out.
5:45:53You don't have to go in and do it because the template is already created.
5:45:56Then you just put the action and you click send email
5:45:58and it will automatically send to those people right there.
5:46:01And if you don't have a template, you can do this where you just click
5:46:04send email.
5:46:05You don't click this, then you have to fill this all out just like this.
5:46:09So it just takes more time and then actually manually put your email in.
5:46:12But that's how you'll just send emails.
5:46:14If you're wondering like, how do I send an email?
5:46:15That's how you do it.
5:46:16Those two ways, the first way and the second one is going into context.
5:46:19If you were trying to send emails ultra fast
5:46:21just to a bunch of people to let them know
5:46:23you'll do it in context, that's the quickest, simplest way.
5:46:25Campaigns is really how you do email marketing.
5:46:28Content is how you just send it really quick
5:46:29and then to see where people respond and talk to
5:46:32you will see it in the conversations tab.
5:46:33This is where all the emails will pop up.
5:46:36This is how you'll see someone responded who didn't.
5:46:38And then that's where you'll kind of see where it goes.
5:46:40It's not like an inbox.
5:46:41It's not going to be like they go into your Gmail.
5:46:43It's all going to be through here.
5:46:45So now that we've gone through one, two and three
5:46:47and you know how to do the emails
5:46:48and you got them all locked and loaded, it's
5:46:50now time to move on to automations,
5:46:51which is how to automate your entire sequences on go high level.
5:46:55Let's check it out.
5:46:55So we're going to do is we're going to come right into automations okay.
5:46:58Then right up here into Create Workflow, you can either select a recipe
5:47:01which has a pre-built email automation or start from scratch.
5:47:03I'm just going to show you how to start from scratch.
5:47:05It applies to both what I'm about to show you how to do,
5:47:07but this is really neat way to save a ton of time.
5:47:11So we're gonna do is we're going to pick a basic trigger,
5:47:13okay, this can be anything, but we're just going to do form submitted.
5:47:16So let's say someone comes on your website and they fill out a form, okay.
5:47:20They fill out the onboarding form or whatever any form they have,
5:47:23they fill it out. And again this is whatever trigger you want.
5:47:26This just depends on what you're trying to do.
5:47:27They have recipes pre-built on this.
5:47:29A lot of this you can build really easily on your own and right through recipes.
5:47:33So it's not a big deal.
5:47:34But say we're just going to do a basic form submitted like this. Okay.
5:47:37Then what we're going to do is we're just going to do a quick wait.
5:47:39Just do a weight of less to five minutes okay.
5:47:41We're going to click Save Action.
5:47:42Then this is what we're going to do which is really going to be really cool.
5:47:45We're going to send email okay.
5:47:47But instead of going and filling all this out we come right here.
5:47:50And boom, we're done. See how cool that is.
5:47:53So now what we can do is we can just plug this in very simply.
5:47:57Now your template is done and you're done. You just click save Action.
5:48:00And then we do the same exact thing for this.
5:48:02What we're going to do is we're going to do copy copy all actions from here.
5:48:06Copy here.
5:48:06And then what we're gonna do with this way is we're going to make it,
5:48:08you know, two days.
5:48:10Because remember, we're spreading this out over a couple days.
5:48:12Then right in here, we come right down and we just click
5:48:15save action and we do the same thing.
5:48:18Copy, copy all actions paste.
5:48:21Right in here we put four days.
5:48:24We click save action right in here.
5:48:26Boom dot automation complete.
5:48:29How simple was that.
5:48:30It's infinitely simple.
5:48:31And then you just name it and you save it.
5:48:33Same exact process for
5:48:34let's say a prebuilt out automation or a really big automation.
5:48:38That's a bunch of them.
5:48:38You would just go in and you would fill in all of your templates.
5:48:41And the thing is, guys, is a lot of
5:48:43you guys are going in and creating emails on the spot.
5:48:45If you build a base of templates, you can
5:48:48then have your entire welcome sequence done.
5:48:51Because remember you create this one time, it goes out forever.
5:48:54So say you're doing this for business okay.
5:48:56And you want an onboarding sequence.
5:48:57You could create these templates where once you have it done you set it up.
5:49:00And then you could add this in any other account
5:49:02anywhere else in your go high level account.
5:49:04And you can just keep reusing it. And it's done.
5:49:06The work is done. It's finished.
5:49:08You see how powerful that is opposed to manually having to go in?
5:49:10Okay, let's say we don't have a template.
5:49:12The template will already fill all of that out pre-configured.
5:49:15And it has different subject lines.
5:49:17I mean it's all done for you.
5:49:19And again,
5:49:20guys, the reason I took the time to make this video today was to show you
5:49:24how much time you can save, and you can save a ton of time with this.
5:49:29So at this point, all you got to do is click
5:49:31publish, click save, and you're good to go.
5:49:32Obviously name it, but you can do this for a vast array of different things.
5:49:37So you can do this with your sales sequences,
5:49:41with your newsletters, your welcome sequence, whatever you want.
5:49:45You now know how to do this.
5:49:46And if you have any questions on this
5:49:48or this is confusing at all, please drop a comment down below.
5:49:50I will answer. I'll get you as soon as I can.
5:49:52That way I can help you out and show you just how powerful this is.
5:49:55So that's the automation side of things. It's that simple.
5:49:58And yeah, you have a bunch of different things you can now do with automations.
5:50:02So now that we've gone through email deliverability,
5:50:04email builder tutorial, email strategy and automated all of these,
5:50:07I now want to show you where to find your analytics on your email campaigns.
5:50:11Just so you know what's working and what's not.
5:50:14Really how to read some of this stuff.
5:50:15Because a big thing a lot of people do is they have no data, and it's really hard
5:50:19to make good decisions when you have no data.
5:50:21It will just leave you confused.
5:50:22Let's check it out.
5:50:23So the first place to really see basic data is coming into marketing,
5:50:26going in statistics and just seeing how your campaign is doing.
5:50:29So how much revenue, the engagement,
5:50:31how many people the email was delivered to, the bounce rate, all this other stuff.
5:50:34Just so you understand what this is.
5:50:37And these are really the big four.
5:50:39The one is email delivered.
5:50:40How many people did your email actually get delivered to?
5:50:42How many times did your email bounce.
5:50:44So that's if your email goes to someone and then it bounces
5:50:46because they're never read sender or it's a fake email or whatever,
5:50:48it means that the email actually didn't go through unsubscribed people.
5:50:51Click the link. It said, I don't want to be part of this.
5:50:52And then how many people complained about spam?
5:50:54These things are big to do with metrics,
5:50:56and you have to read them to know what's working and what's not working.
5:50:59Open, right?
5:51:00Super important to how many people of the email delivered
5:51:03to actually open this shit up, because a lot of people just ignore it.
5:51:06This is so important to know whether your list is good or not,
5:51:09because a lot of people are like, yeah,
5:51:10I'm doing email marketing and they're not looking at data.
5:51:12You got to read this stuff, guys.
5:51:14So this is how you'll be able to figure out the basics and just know, okay,
5:51:17this is what I want to look out for.
5:51:18So what you want to look for mainly is emails
5:51:20being delivered at a high rate and then high open rates.
5:51:23That means it's doing well. Now.
5:51:24There's a bunch of other factors after that, but that's really big.
5:51:27If you're getting a ton of unsubscribe, a ton of spam complaints, and bouncing
5:51:30all the time, you probably have a crappy list.
5:51:32So look into that.
5:51:33So this is one way to look into metrics.
5:51:35And statistics is right through this tab.
5:51:37The other way is going down into settings, going right in the email services
5:51:40and looking at email analytics okay.
5:51:44So this is going to show you an even better overview of what's happening.
5:51:48So it'll show you in this sub account total how many emails have been sent.
5:51:52How many emails have been delivered. How many emails were opened?
5:51:55How many were clicked? How many people complained?
5:51:57How many bounced, how many subscribed, and how many fails in email services
5:52:00under settings and every single sub account,
5:52:02you can see an entire view of what's going on.
5:52:05That way you can just know, is this working well?
5:52:07Or is this not because what a lot of you guys are doing
5:52:09is you're getting lists up the internet to do
5:52:10cold email, and you're just hammering and you're not looking at the data.
5:52:14You're not realizing maybe this email list I got was trash.
5:52:17It was garbage. It wasn't good.
5:52:19And you guys won't know that unless you look at the data and go, oh, it did suck.
5:52:24So those are two big ways that you can look at data and just know,
5:52:27okay, what's my delivery. Right.
5:52:29Okay.
5:52:29What's my open rate then last not least we have Google Postmaster tools.
5:52:33This is like analytics on steroids.
5:52:36It just helps you get that much more granular and lower into email marketing.
5:52:40So you know every single thing.
5:52:43Now it's a free tool.
5:52:43You just have to get started and go through it.
5:52:45But that's a service where you can connect
5:52:46to Google Postmaster account to get in-depth data.
5:52:48So if you're a serious email marketer and you're like,
5:52:51okay, I'm going to be using high level lot, you're going to want to have this.
5:52:53If you're more just a basic noob, you're not going to need it.
5:52:56But that way you can really get this dialed in
5:52:58and then you really know what's working and what's not.
5:53:00Because when you see the automations part, this will all make sense to you.
5:53:03So now that you have this configured, I want to show you something really fast
5:53:06because you may be like, how do I even send an email?
5:53:09I'm just going to quickly show you how to send an email.
5:53:11So it makes sense.
5:53:11Before we go into automations,
5:53:12if you do not know how to send any emails in high level, you come to campaigns.
5:53:16Okay, we will click new, we will click your templates.
5:53:19Then we choose the template you want. We're going to go yay!
5:53:21We want this one okay.
5:53:23Once you select it you then look up here in this upper
5:53:26right hand corner and it'll say send our schedule.
5:53:28You're going to click it.
5:53:29And then it's going to be brought into a page like this.
5:53:31Right here you have multiple options.
5:53:33You have said now where you can look at the sender email
5:53:35the sender, name the subject line, everything looks good okay.
5:53:38You can choose a contact list.
5:53:39You can pick one you can send to an entire smart list.
5:53:41You can choose from tags.
5:53:43You can pick whatever you want,
5:53:44and then you can just click Review and Send and it will just send to
5:53:47whoever you want.
5:53:47Same exact thing, except you schedule it.
5:53:50You pick where you want it, how you want it,
5:53:51and then you pick the exact date and time which you want it.
5:53:54And then you click Review and Schedule and it will schedule for you.
5:53:58Then you can batch a schedule.
5:54:00This is really good for SMS texting, which we're not going to now.
5:54:02And this is also really good for just huge email lists in general.
5:54:05You get to want to do this in batches, but you'll pick
5:54:06exactly when you want it to go out, how much you want it to repeat after.
5:54:09And this will send
5:54:10like a couple thousand emails at a time,
5:54:12as opposed to just blasting a bunch of people.
5:54:14And then we have RSS schedule.
5:54:15By the way, RSS stands for Really Simple Syndication,
5:54:18and it's great for blog posts and it feeds.
5:54:20So it's basically like you could sign up for a RSS feed
5:54:23on a news website, and it will just automatically post any of the new stuff.
5:54:26So this can actually be really good.
5:54:28If you have a really good niche content site, say, maybe it's Plumbers of America
5:54:32and they put out a lot of really quality posts.
5:54:34You could plug that link in here and it would email out the RSS feed.
5:54:38Really cool. Saves you a lot of time.
5:54:39So those are the ways to immediately send again.
5:54:41You just click that up there and you're done.
5:54:42But then right down here you basically have a spam storm which is coming soon.
5:54:45This basically is pretty cool because it will show you how good it is.
5:54:48So this is obviously rated very high.
5:54:49But yeah, you're basically good to go.
5:54:51And that's basically how that works.
5:54:52So this is one way to send you
5:54:54click the template, click the campaign and you go in and you click send
5:54:57the other way to send emails very quickly as you come right into contacts.
5:55:01Okay.
5:55:01Right up here you'll just pick whoever has an email down
5:55:04here, pick who you want, come right here and click Send Email.
5:55:09This will pop up right here. You can click this.
5:55:11Then you can just put in email template.
5:55:13Look it prefigures it out.
5:55:15You don't have to go in and do it because the template is already created.
5:55:18Then you just put the action and you click send email
5:55:20and it will automatically send to those people right there.
5:55:22And if you don't have a template, you can do this where you just click
5:55:26send email.
5:55:27You don't click this, then you have to fill this all out just like this.
5:55:30So it just takes more time and then actually manually put your email in.
5:55:33But that's how you'll just send emails.
5:55:35If you're wondering like how do I send an email?
5:55:37That's how you do it
5:55:37those two ways, the first way and the second one is going into context.
5:55:41If you were trying to send emails
5:55:42ultra fast just to a bunch of people to let them know
5:55:44you'll do it in context, that's the quickest, simplest way.
5:55:47Campaigns is really how you do email marketing.
5:55:49Content is how you just send it really quick
5:55:50and then to see where people respond and talk to
5:55:53you will see it in the conversations tab.
5:55:55This is where all of the emails will pop up.
5:55:57This is how you'll see someone responded who didn't.
5:55:59And then that's where you'll kind of see where it goes.
5:56:01It's not like an inbox.
5:56:03It's not going to be like they go into your Gmail.
5:56:05It's all going to be through here.
5:56:06So now that we've gone through one, two and three
5:56:08and you know how to do the emails
5:56:09and you got them all locked and loaded, it's
5:56:11now time to move on to automations,
5:56:13which is how to automate your entire sequences on go high level.
5:56:16Let's check it out.
5:56:17So we're going to do is we're going to come right into automations okay.
5:56:19Then right up here into Create Workflow, you can either select a recipe
5:56:22which has a pre-built email automation or start from scratch.
5:56:25I'm just going to show you how to start from scratch.
5:56:26It applies to both what I'm about to show you how to do,
5:56:29but this is really neat way to save a ton of time.
5:56:32So we're going to do is we're going to pick a basic trigger okay.
5:56:34This can be anything, but we're just going to do form submitted.
5:56:37So let's say someone comes on your website and they fill out a form okay.
5:56:42They fill out the onboarding form or whatever any form they have,
5:56:45they fill it out. And again this is whatever trigger you want.
5:56:47This just depends on what you're trying to do.
5:56:49They have recipes pre-built on this.
5:56:50A lot of this you can build really easily on your own and right through recipes.
5:56:54So it's not a big deal.
5:56:55But say we're just going to do a basic form submitted like this. Okay.
5:56:58Then what we're gonna do is we're just going to do a quick weight,
5:57:00just do a weight of let's do five minutes okay.
5:57:03We're going to click save Action.
5:57:04Then this is what we're going to do which is really going to be really cool.
5:57:06We're going to send email okay.
5:57:09But instead of going and filling all this out we come right here.
5:57:12And boom we're done. So cool. That is.
5:57:14So now what we can do is we can just plug this in very simply.
5:57:19Now your template is done and you're done. You just click save Action.
5:57:21And then we do the same exact thing for this.
5:57:24So what we're going to do is we're going to do copy copy all actions from here.
5:57:27Copy here.
5:57:28And then we're going to do with this weight is we're going to make it,
5:57:30you know two days.
5:57:31Because remember we're spreading this out over a couple days.
5:57:33Then right in here we come right down and we just click
5:57:37save action and we do the same thing.
5:57:40Copy copy all actions paste.
5:57:43Right in here we put four days.
5:57:45We click save action right in here. Boom.
5:57:49Done. Automation complete.
5:57:50How simple was that.
5:57:51It's infinitely simple. And then you just name it and you save it.
5:57:54Same exact process for let's say a prebuilt out automation
5:57:58or a really big automation. That's a bunch of them.
5:58:00You would just go in and you would fill in all of your templates.
5:58:03And the thing is, guys, is a lot of
5:58:05you guys are going in and creating emails on the spot.
5:58:07If you build a base of templates, you can then have your entire
5:58:11welcome sequence done.
5:58:12Because remember you create this one time, it goes out forever.
5:58:15So say you're doing this for business okay.
5:58:17And you want an onboarding sequence.
5:58:19You could create these templates where once you have it done you set it up.
5:58:22And then you could add this in any other account
5:58:24anywhere else in your go high level account.
5:58:25And you can just keep reusing it. And it's done.
5:58:27The work is done. It's finished.
5:58:29You see how powerful that is opposed to manually having to go in?
5:58:32Okay, let's say we don't have a template.
5:58:33The template will already fill all of that out pre-configured.
5:58:37And it has different subject lines.
5:58:39I mean it's all done for you.
5:58:41And again,
5:58:41guys, the reason I took the time to make this video today was to show you
5:58:45how much time you can save, and you can save a ton of time with this.
5:58:50So at this point, all you got to do is click
5:58:52publish, click save, and you're good to go.
5:58:54Obviously name it, but you can do this for a vast array of different things.
5:58:59So you can do this with your sales sequences with your newsletters.
5:59:04You're welcome. Sequence whatever you want.
5:59:07You now know how to do this.
5:59:08And if you have any questions on this
5:59:10or this is confusing at all, please drop a comment down below.
5:59:12I will answer. I'll get to you as soon as I can.
5:59:13That way I can help you out and show you just how powerful this is.
5:59:16So that's the automation side of things. It's that simple.
5:59:19And yeah, you have a bunch of different things you can now do with automations.
5:59:23So now that we've gone through email deliverability, email builder,
5:59:27email strategy and automated all of these, I now want to show you where
5:59:30to find your analytics on your email campaigns just so you know
5:59:34what's working and what's not, and really how to read some of this stuff.
5:59:36Because a big thing a lot of people do is they have no data, and it's really hard
5:59:40to make good decisions when you have no data.
5:59:43It will just leave you confused.
5:59:44Let's check it out.
5:59:44So the first place to really see basic data is coming into marketing,
5:59:48going in statistics and just seeing how your campaign is doing.
5:59:51So how much revenue, the engagement, how many people the email was delivered
5:59:54to, the balance rate, all this other stuff.
5:59:56Just so you understand what this is.
5:59:58And these are really the big four.
6:00:00The one is email delivered.
6:00:01How many people did your email actually get delivered to?
6:00:03How many times did your email bounce.
6:00:05So that's if your email goes to someone and then it bounces
6:00:07because they never find sender, or it's a fake email or whatever,
6:00:09it means that the email actually didn't go through unsubscribed
6:00:12people click the link and said, I don't want to be part of this.
6:00:14And then how many people complained about spam?
6:00:16These things are big to do with metrics,
6:00:18and you have to read them to know what's working and what's not working.
6:00:20Open, right?
6:00:21Super important to how many people of the email delivered
6:00:24to actually open this shit up, because a lot of people just ignore it.
6:00:28This is so important to know
6:00:29whether your list is good or not, because a lot of people like,
6:00:31yeah, I'm doing email marketing and they're not looking at data.
6:00:34You got to read this stuff, guys.
6:00:35So this is how you'll be able to figure out the basics and just know, okay,
6:00:38this is what I want to look out for.
6:00:39So what you want to look for mainly is emails
6:00:42being delivered at a high rate and then high open rates.
6:00:44That means it's doing well.
6:00:46Now. There's a bunch of other factors after that,
6:00:47but that's really big
6:00:48if you're getting a ton of unsubscribed, a ton of spam complaints, and bouncing
6:00:51all the time, you probably have a crappy list.
6:00:53So look into that.
6:00:55So this is one way to look into metrics.
6:00:57And statistics is right through this tab.
6:00:58The other way is going down into settings, going right into email services
6:01:02and looking at email analytics okay.
6:01:05So this is going to show you an even better overview of what's happening.
6:01:09So it'll show you in this sub account total how many emails have been sent.
6:01:13How many emails have been delivered. How many emails were opened?
6:01:16How many were clicked? How many people complained?
6:01:19How many bounced, how many subscribed, and how many fails in email services
6:01:22under settings and every single sub account,
6:01:24you can see an entire view of what's going on.
6:01:27That way you can just know, is this working well?
6:01:28Or is this not?
6:01:29Because what a lot of you guys are doing
6:01:30is you're getting lists off the internet to do
6:01:32cold email, and you're just hammering and you're not looking at the data.
6:01:35You're not realizing maybe this email list I got was trash.
6:01:39It was garbage. It wasn't good.
6:01:41And you guys won't know that unless you look at the data and go, oh, it did suck.
6:01:45So those are two big ways that you can look at data and just know,
6:01:49okay, what's my delivery. Right.
6:01:50Okay.
6:01:51What's my open rate then last not least we have Google Postmaster tools.
6:01:55This is like analytics on steroids.
6:01:58It just helps you get that much more granular and lower into email marketing.
6:02:02So you know every single thing. Now it's a free tool.
6:02:05You just have to get started and go through it.
6:02:06But that's a service where you can connect
6:02:08to Google Postmaster account to get in depth data.
6:02:10So if you're a serious email marketer and you're like, okay, I'm
6:02:13going to be using high level lot, you're going to want to have this.
6:02:15If you're more just a basic noob, you're not going to need it.
6:02:17But that way you can really get this dialed in
6:02:19and then you really know what's working and what's not.
6:02:26So the access the automation
6:02:28builder inside
6:02:28a high level, or the workflow builder which are the same exact thing,
6:02:32you're going to come into your go high level sub account
6:02:33and you're going to come right down to where it says automations.
6:02:37Then you'll be brought to a page that looks just like this.
6:02:40Don't worry,
6:02:40this may look complicated, but I'm going to walk you
6:02:42through all of this so it does not seem so.
6:02:44By the way, at any time during this video, if you have any questions,
6:02:47drop them in the comments down below and I will answer personally.
6:02:50That way we can be on the same page and I can help you out faster.
6:02:53So there's three different ways that you can build automations.
6:02:55Number one,
6:02:56we can start from scratch, which is what I'm going to show you how to do first.
6:02:59Then we can select from templates.
6:03:01Then we can build with AI from scratch.
6:03:03So I'm going to go through all three of these in order to understand them.
6:03:08And then you can basically be an automation pro
6:03:10because one of the problems is people will jump right into templates
6:03:12or right into the AI builder when they don't understand the basics,
6:03:15and when the automations oftentimes
6:03:17don't work because they don't understand the basics.
6:03:19So it's very important that you go from scratch for the more advanced people.
6:03:23There has been a ton of updates with the entire automation filter as you see
6:03:27right here.
6:03:27So please pay attention to because there's going to be a lot of
6:03:29golden nuggets for you as well.
6:03:31So we're going to start from scratch and we're just going to click this right here.
6:03:34So here is the entire automation builder right here.
6:03:37Now the first thing we always do is we name the workflow.
6:03:40So you're going to click this up here and you're going to name.
6:03:41So we're just going to do is test. That's what we're going to call this.
6:03:44But you're going to put whatever name you want
6:03:46right in there by just clicking this. That is always step number one.
6:03:49Now step
6:03:49number two is going to be going over basically the building blocks automation.
6:03:52Now you'll see this right here. This is the AI builder.
6:03:55Don't worry about this right now. We will cover that later.
6:03:57So just guys we're going to cover
6:03:58with all these buttons do and what everything does.
6:04:00So the first thing you have to understand what triggers and actions are.
6:04:04Because these are the building blocks of all automation.
6:04:08So first let me break down exactly what a trigger is.
6:04:11And then action is.
6:04:12So you understand go high level is built on triggers and actions.
6:04:16A trigger is when something happens and an action is what the system does next.
6:04:22That's it.
6:04:23So for example, if someone fills out a form on high level, that's the trigger.
6:04:27That's the first thing that happens that triggers the sequence.
6:04:29Then the action can be sending a text, sending an email,
6:04:33notifying your team, adding them to a pipeline or assigning a task.
6:04:37So you set it up once, and after that it's going to run automatically
6:04:41because whenever that trigger happens, the action fires also.
6:04:43So again, triggers when something happens and action is what happens next.
6:04:48And another way you can think of it is the trigger is just the starting point,
6:04:52which is the first part, which is the trigger,
6:04:54and then the action which is everything becomes after that.
6:04:56So what we're going to do is we're going to click Add Trigger
6:04:58and we're going to go through these.
6:04:59So as you see there's a ton of different triggers here.
6:05:01And don't worry I'm going to go through all of these really fast.
6:05:04But the first thing we do is how to add a trigger or an action.
6:05:07I'm going to just walk you through.
6:05:08So to add it we can either grab it like this, drag
6:05:11and drop, or we can just click Add Trigger and we can click this.
6:05:14Now there's a couple of different things
6:05:16on every single one of these triggers that it's going to be like.
6:05:18And that is going to be this right here.
6:05:20It's going to be this sequence, basically the exact trigger you picked,
6:05:24which is just what we did, which is formed.
6:05:25And then the name, this is really important.
6:05:27A lot of people miss this out. The name doesn't have to be formed.
6:05:30It could be lead gen form submitted.
6:05:33And then when you click save trigger you'll see right here.
6:05:35It now has a name.
6:05:37That's how you name each trigger and action.
6:05:39It's the same thing with actions.
6:05:40But then with all the triggers analysis there's going to be filters.
6:05:42And this is where you select what kind of form, what kind of email.
6:05:46All the different triggers are available.
6:05:48So if we click Add Filters come right here we can do form is
6:05:51and then we can pick the exact form you want.
6:05:53So whenever the lead gen form gets submitted then the automation fires.
6:05:58So again it's not just any form because you might have 20.
6:06:01It's this exact form.
6:06:02And this is the power of high level automations
6:06:04as you can get really narrow on what you want happening.
6:06:07So again just remember the trigger is the first thing that happens.
6:06:10And every single trigger that I'm going to walk you through
6:06:13has this exact same kind of rubric where you're going to click it.
6:06:16Then you can click Add Filters.
6:06:17They all follow that same sort of uniform conformity
6:06:21where you click it and then you follow that.
6:06:22So now what I want to do is
6:06:23I want to walk you through all of the triggers very quickly, okay?
6:06:27Because there's a lot and I'm not going to go through
6:06:28how to set up everyone because you understand it.
6:06:30Once you understand one, it's going through,
6:06:32it's putting the right name in and then picking the filters.
6:06:35I'm going to go through all these.
6:06:36So the first kind of bracket we have is contact triggers.
6:06:39So these are all the triggers that have to do with the contact
6:06:42which could also be a lead. It's a person inside of the CRM.
6:06:45So we have a birthday reminder.
6:06:46We have a contact changed.
6:06:48We have a contact created.
6:06:49We have a contact do not disturb.
6:06:52We have a contact tag added, tag removed.
6:06:54We have custom date reminder. We have note added.
6:06:57We have note changed.
6:06:58We have task
6:06:59added, we have tasks reminder tasks completed and contact engagement score.
6:07:03So any of these can be a trigger.
6:07:05And again you would just drag and drop just like this.
6:07:07Or click an ad, fill out the right filters and then you're good to go.
6:07:10So you can pick any of these things that happen inside of high level
6:07:14based on contacts to trigger an automation.
6:07:16So that is the contact triggers.
6:07:18Now we have the events triggers okay.
6:07:21So an event is basically a thing that happens, an event
6:07:24which could be all kinds of different stuff.
6:07:26So webhooks which is a more advanced thing you can add in with API keys.
6:07:30You have a scheduler, a call status, email events.
6:07:33Customer replied. So again, just to break this down,
6:07:35if you're confused, it's an event that happened.
6:07:37A customer replied to a message.
6:07:39Now it triggers the email sequence or the form submitted.
6:07:41Conversational AI trigger. Custom trigger. Form.
6:07:44Submitted. Survey submitted. Trigger link clicked.
6:07:46Facebook lead form.
6:07:47Submitted TikTok form. Submitted.
6:07:49Video tracking number.
6:07:50Validation.
6:07:51Messaging error LinkedIn lead.
6:07:53Submitted. Final website page. View.
6:07:55Quiz submitted. New review received. Prospect generated.
6:07:58Click to WhatsApp adds internal tracking unit.
6:08:00So all of these are events
6:08:01that happened inside of your high level sub account that you can click and add.
6:08:04So when someone does a quiz, when someone does anything with TikTok
6:08:07ads or a trigger link likes.
6:08:09By the way, if you don't know what any of this is,
6:08:10this is
6:08:10because these are all different features on high level,
6:08:13and I'm not going to go through what a trigger link is
6:08:14because, well, I have another video on that.
6:08:16So if you guys have any questions on like well what's this or what's webhook
6:08:19or this, please drop in the comments and I'll explain to you right away.
6:08:21But these are all things inside of high level.
6:08:24I mentioned this in other videos, guys, but it's super important to understand
6:08:27automations are one of the last things you want to learn in high level,
6:08:30because all automations do is they automate other things
6:08:34inside of high level. Automations aren't a thing in its of themselves.
6:08:37They are just a way to take things inside of a high level sub account.
6:08:40So all of the tabs and to basically just make stuff happen like a machine.
6:08:44So you have a process 24 over seven.
6:08:46That's all these are.
6:08:48People always mix this up and they think it's own thing.
6:08:50All it does is automate tasks and things inside of here.
6:08:53So you want to learn this last because as you see here
6:08:54all of this is features inside of high level.
6:08:56So now we have appointment triggers.
6:08:57So these are basically triggers we can do on appointments.
6:09:00So think calendars.
6:09:01So we have appointment status show no show and all that stuff.
6:09:03Customer booked appointment service booking rental bookings.
6:09:06Do we have all of these in here.
6:09:07So anytime someone does some of the bookings we can trigger an event.
6:09:10Then we have opportunities. So these are the sales pipeline.
6:09:12So this is all lead stuff.
6:09:13So we have opportunity status changed opportunity created.
6:09:16Opportunity to change pipeline stage change stale opportunities.
6:09:19These are great if you have a sales pipeline and leads are coming through.
6:09:22So like as soon as one lead comes in you can immediately change it.
6:09:26So we send them emails.
6:09:27So what I'm saying very powerful.
6:09:28Then what we have is we have the affiliate trigger.
6:09:31So this is an affiliate campaign that you created inside of your sub account,
6:09:35not the go high level affiliate program.
6:09:37A lot of people get this messed up,
6:09:38but an affiliate basically campaign that you created inside of huddle.
6:09:42Again, if you guys have questions on any of this
6:09:44and what this stuff is, drop a comment. I will send you the proper video.
6:09:46So we have affiliate created, trigger a new affiliate sales, trigger
6:09:49an affiliate enrolled in campaign and a lead created.
6:09:51So we have all kinds of stuff we can do based on that.
6:09:53Now we have courses.
6:09:54So this is like the courses in my community. Courses in this community.
6:09:57That's exactly what this is.
6:09:58You can set triggers based on the course.
6:10:00So we have categories started, category completed, lessons
6:10:03started, lesson completed, new sign up new offer granted.
6:10:06Offer access removed. Product access granted.
6:10:09Product access removed.
6:10:10Product started.
6:10:11Product completed. User login.
6:10:13So this is all stuff with courses.
6:10:14So when someone starts a lesson in your course, it could send them an email.
6:10:17It could send them a notification.
6:10:19It could put them in a pipeline.
6:10:20So you see how how powerful this is.
6:10:22You could basically automate almost everything inside of high level.
6:10:26Now we move on to payments so we can trigger events on payments.
6:10:29So when someone you know pays their invoice, when someone sends you
6:10:32an invoice or however that works, it will immediately set in order events.
6:10:35So like for example, if someone requests to refund,
6:10:38then it goes through and you refund them, you can send them a survey.
6:10:40Being like why did you want a refund?
6:10:42So it's stuff like that. You can automate all payments.
6:10:45So we have invoice event payment received, order form submission order,
6:10:48submitted documents and contracts estimates, subscription refund.
6:10:52Coupon code applied.
6:10:53Coupon redemption limit reached.
6:10:55Coupon code expired. Coupon code redeem.
6:10:58So we have all kinds of awesome stuff that you can add.
6:11:01And again, just think inside the high level, what tasks am I doing?
6:11:04How can I automate it? Simple as that.
6:11:07Now we have ecommerce stores.
6:11:09So this is everything with your e-commerce store, your online shop.
6:11:12So we have Shopify bin and cart.
6:11:14Looks like they're getting rid of it soon by order place Shopify order fulfilled.
6:11:17Order fulfilled.
6:11:18Product review submitted, abandoned checkout.
6:11:20So these are all things you can do
6:11:21for your Ecom store to make it work cleaner then okay,
6:11:25we have IVR, so if you don't know what Ivar
6:11:27is, it is those systems when you call someone
6:11:29and it's like press one to get customer support, press two to, you know,
6:11:33get yelled at, press three to get scammed. You know what I'm saying?
6:11:35It just never ending list of options. That's IDR.
6:11:38So you can basically start an idle trigger as soon as IVR starts, it sends them
6:11:42something and then we have Facebook and Instagram accounts.
6:11:43I don't have any connected to this account,
6:11:45but this is stuff
6:11:46like if someone comments on a post, it can send them a DM and reply cool stuff.
6:11:50So it's basically social media automations again triggers.
6:11:52Then we have communities.
6:11:53So these are the communities that have courses in them.
6:11:55We have group access granted, group access revoked, private channel access
6:12:00granted. Private channel access revoked.
6:12:02Community group leaderboard.
6:12:03For those of you who are heavy into the communities,
6:12:05they are adding a ton of new automations to this,
6:12:07so stay tuned because this is going to blow your community up
6:12:10because they have some amazing stuff coming. Certificates.
6:12:12So this is like certificates.
6:12:13And you, you know, God did a good job. And of course, and you got one.
6:12:16You can actually do triggers with that.
6:12:18We have Google Ads triggers too, which is awesome.
6:12:20We add that in and then communication someone you know, comments on TikTok video
6:12:23or a transcript generated.
6:12:25We have that.
6:12:25So again these are all triggers you can add to your automation.
6:12:30So that is the starting point.
6:12:32When one of these happens then the next sequence happens.
6:12:35So now that you understand all of the triggers
6:12:37we now need to move into the next part which is all of the actions.
6:12:40So you just click add and then we add actions.
6:12:42So these are all the things that happen after the trigger.
6:12:45So this is where a lot of people get kind of confused.
6:12:47They're like well they think both of these are the same things.
6:12:49If you're ever confused just look at trigger versus action.
6:12:52Always look at this little top thing
6:12:53so you know which one you're in, because actions are
6:12:55the things that's going to be after and to do an action.
6:12:57It's very simple.
6:12:58You just drag drop or you just do the click thing I showed you before
6:13:01and you fill it out.
6:13:02But the difference is, is where the actions, it's going to be a lot different.
6:13:05It's not going to just have the filters.
6:13:06It's going to have like
6:13:07all kinds of other stuff, which again, it's very self-explanatory.
6:13:10Like you put in your email, you put in your subject, it'll make sense to you.
6:13:13But a lot of these are based on things you want to happen to
6:13:17basically spice abroad.
6:13:18So the bulk of your automation will be actions.
6:13:20It's not going to be true.
6:13:21It's only going to be one trigger, two triggers or three.
6:13:23There's not going to be a ton trigger.
6:13:24So that's just the starting point. Actions are all the stuff you want.
6:13:27So quick example. For those of you who are confused,
6:13:29if someone submits this form, you can have it. Send them an email.
6:13:31You can also have it at a contact text that says this is a hot lead.
6:13:34You can also send them an SMS so you could put them in a slack channel.
6:13:38It goes all these things you can do once someone submits the form.
6:13:42So again with this it's very similar.
6:13:43You drag and drop but there will be more features
6:13:45and sometimes it's very simple just like the other one.
6:13:47But you just have to go through and pick.
6:13:49So let's go through them.
6:13:50So now we have a bunch of contact actions.
6:13:52So these are all the actions having to do with a contact inside a high level.
6:13:56Just like before we have create contact find contact update contact field okay.
6:14:00We have add contact tag.
6:14:02We have remove contact tag.
6:14:04We have assigned the user remove assigned user enable disabled do not disturb
6:14:08which is ND add denotes copy contact edit conversation
6:14:12add task delete contact modify contact engagement score add contact followers.
6:14:17Remove contact followers.
6:14:18So those are all the things we can do with contacts.
6:14:21Now this is some big updates I've recently added which is the custom objects.
6:14:24I'm not going to go superintendence because I have other videos,
6:14:26but these are objects inside a high level car, cat, house, mouse you toy plane.
6:14:32It's objects.
6:14:33So this is great for stores that have inventory.
6:14:35And again we have all of these things that we can add in.
6:14:37So when someone submits a form it adds a custom object to them
6:14:40or however you want to do it or they submit a payment.
6:14:42So we have create
6:14:43associated record for contact, updated associated record for contact.
6:14:46Clear fields of associated record for contact.
6:14:49Remove associated records from workflow.
6:14:51Add associated records to workflow.
6:14:53So those are all our custom object actions.
6:14:55Now these are the big ones.
6:14:57This is where and this is the communication where we do a lot of stuff.
6:15:01This is the heavy heavy hitters of automations.
6:15:03This is where a lot of people are going to be adding stuff,
6:15:05because this is where you can reach out and communicate with leads.
6:15:08So this is very much what it sounds like. Communication.
6:15:10So this is sending emails SMS messages on social media like
6:15:13this is a very important thing.
6:15:14And this is really important for working lead.
6:15:16So if someone submits a form or someone pays you, what do you want to do?
6:15:19You want to send them an email.
6:15:20You want to send them SMS. You want to send them onboarding steps.
6:15:22This is where we add that. So we have a bunch.
6:15:24We can send email, we can send SMS.
6:15:26We can do a stuff with slack okay.
6:15:28We can call we can voicemails, send them a voicemails
6:15:31messenger send them a messenger stuff Instagram DM, same thing
6:15:34as messenger except on Instagram, manual action and SMS and manual action.
6:15:37A call the Google business profile thing looks like they got rid of that.
6:15:40Send internal notification. Send review requests.
6:15:43You can ask them for a review.
6:15:44Conversational AI you can basically do stuff with chat bots.
6:15:46These three things Facebook, Instagram and replying comments.
6:15:49These only work if you have a social media trigger, which we don't.
6:15:52So those are other things you can do right there.
6:15:54All kinds of stuff with WhatsApp.
6:15:55So WhatsApp
6:15:56service, customer window check, WhatsApp send flows, send live WhatsApp chats.
6:15:59You can send messages on WhatsApp appointment booking conversation,
6:16:02AI bot update conversation AI bond status, book appointment log,
6:16:06external call, WhatsApp, WhatsApp
6:16:08media, WhatsApp interactive message and then TikTok interactive messenger.
6:16:12These are all kinds of stuff you can do.
6:16:13After get submitted to basically start working
6:16:15your leads super super powerful again guys. Questions?
6:16:18Drop them down below I will answer. I'm here to help you with all of this.
6:16:21I want you to be an automation pro.
6:16:23So now we have the send data action.
6:16:25So these are a little more complex.
6:16:27This is if you're bringing in other software.
6:16:29So like Zapier and you're adding stuff in the high level
6:16:32which is like webhooks custom webhooks and Google Sheets.
6:16:35They're adding extra things in, which is really, really important.
6:16:38By the way, if you see this crown,
6:16:39these are premium actions, so you have to pay extra for that.
6:16:41It's a whole other thing. You don't need them though.
6:16:42A lot of the stuff in high level is now premium.
6:16:44This is if you're adding third parties in, which is they have to connect APIs.
6:16:48But that's what send data is that's more advanced.
6:16:50A lot of times you won't need it, but if you're using other softwares you will.
6:16:52Next we have internal. So this is really important.
6:16:54These are things that happen inside of high level like vents
6:16:57and certain things like you'll see here that happen behind the scenes.
6:16:59So if else is if they pick one answer versus another okay.
6:17:02It'll do.
6:17:03So we have weight steps goal event split update custom value
6:17:06go to date time formatter, number formatter, math operation.
6:17:10Guys a lot of this stuff is for complex lead scoring.
6:17:13So like understanding kind of numbers of people set
6:17:15events, start date add to workflow, remove from workflow,
6:17:18array functions, drip text format or custom code.
6:17:20So all of these things
6:17:21are very much sequences that will happen inside of the automation
6:17:25that change it up a bit. So let me explain.
6:17:27So if someone comes in and they say something
6:17:29like I want to book an appointment and they say no,
6:17:32the if else is going to branch out and send them to two different directions
6:17:35that way,
6:17:36then it goes in and it's like, well, if this person didn't want it,
6:17:38we send them a different set of emails versus not.
6:17:40So these are very much internal functions that happen in the automation.
6:17:43Then we have external AI automations.
6:17:45This is if you want to add stuff with ChatGPT.
6:17:47Again that's third party stuff.
6:17:49Alesia this is like an appointment booking bot.
6:17:52I mean we they literally have the AI conversational ad, which is better.
6:17:55Don't even know why they have this anymore.
6:17:57This doesn't make sense to me. Then we have appointments.
6:17:58So this is stuff with calendars. Again think booking appointments.
6:18:01We have update appointment status.
6:18:02We have create appointment booking.
6:18:03Note we have generate one time booking link.
6:18:06Again these are all things you can have. After a form get submitted.
6:18:08It sends them a calendar however you want to do that.
6:18:10Now we have opportunities so we want them as before.
6:18:12This is like leads in your sales pipeline and in here
6:18:15we have a lot of different things you can do.
6:18:17Create update opportunity, remove opportunity.
6:18:19Add owner to opportunity.
6:18:21Remove owner from opportunity, add followers to an opportunity or a follower.
6:18:25Remove followers or a follow from opportunity.
6:18:28Find opportunity. Create opportunity.
6:18:30Update opportunity.
6:18:31So we have a bunch of different things we can do in here based off of leads
6:18:35in your sales pipeline.
6:18:36Now this is absolutely insane because what often happens with people is
6:18:40they have a pipeline inside of high level,
6:18:42but they don't automate at all, and they're manually doing this with this.
6:18:45This could very seriously make you a ton of money
6:18:47if you dive into this, because when you have leads come in,
6:18:50it'll immediately create an opportunity, sort of puts them in the pipeline.
6:18:53But then what it'll do is it'll move the pipeline stages.
6:18:56So, you know, this is a hot lead. This is a cold lead.
6:18:58This person needs to be followed so you don't have to do it.
6:19:00It's a set it and forget it type system.
6:19:02And you can do that with high levels automations. Now we have payments.
6:19:05This is very much what it sounds like all things to do with payments.
6:19:07So anytime someone submits a form,
6:19:09you can send them a payment or however you want to do that.
6:19:10We have stripe
6:19:11one time charge, send invoice, send estimate, send documents and contracts.
6:19:15Send recurring invoice again.
6:19:16Guys, if you're confused, you're like documents
6:19:18and contracts and high level invoices.
6:19:20Like what is this garbage?
6:19:22Don't worry,
6:19:22drop a comment down below and I'll just hook you up
6:19:24with the right video on my YouTube channel.
6:19:25That way we're both getting educated. Or you have a question.
6:19:28You're like, what does this mean?
6:19:29Drop it down below so I can answer again.
6:19:31Guys, questions are huge.
6:19:32Like I'm not asking you just to comment for no reason.
6:19:35I'm asking so we can give each other feedback.
6:19:36I can help you. Me, I can make my videos better.
6:19:39So it's a win win. We both get helped again.
6:19:41Those who ask questions go further. That's what I'm now we have marketing.
6:19:43This is all things to do with Google and Facebook ads.
6:19:45Very powerful if you're running ads.
6:19:47We've added Google Analytics ad to Google Ads, Facebook ad to custom audience
6:19:51Facebook remove from custom audience meta conversation API generate
6:19:55marketing audit report.
6:19:56So that's all stuff you can do with marketing.
6:19:58We now have affiliate.
6:19:58We talked about this before,
6:19:59not the affiliate program on a high level, but the affiliate account in your go,
6:20:03high level account which you can create your very own affiliate programs
6:20:07and get basically passive income of other people selling your stuff.
6:20:11So we have added affiliate manager, update affiliate, add to affiliate campaign,
6:20:14removed from affiliate campaign
6:20:16ad leads under an affiliate ad manual sales for affiliate.
6:20:18So again, you just drag and drop whatever you want right into the action section.
6:20:21You're good if memberships.
6:20:23So this is the courses and the whole kind of thing like that.
6:20:25We have grant course offer course revoke offer.
6:20:28So if someone comes in and they join your course,
6:20:30they can give them a course or not.
6:20:31So we got all that we have IVR.
6:20:33So again what is this.
6:20:34This is the thing when they call you and they go press one to talk to
6:20:37sales press two to talk to customer support,
6:20:39press three to give us your credit card, whatever.
6:20:41We have a couple of different things, but we don't have the setup right now.
6:20:43That's why it's grayed out.
6:20:44But it's gather input on call,
6:20:45say, say or play message content a call and call record voicemail.
6:20:49So we get a lot of different things you can do with that.
6:20:51Then we got certificates again that is like, congratulations,
6:20:54you just passed the course that can be sent to them.
6:20:56We have Agent Studio.
6:20:58This is big.
6:20:58So I know I have a couple new videos on this comment down below
6:21:01if you're interested in this, but these are essentially sentient AI agents,
6:21:04their agents that go in and basically do jobs for you inside of high level.
6:21:08They're not communication bots, but job doing bots.
6:21:11So like post on social media, they do that kind of stuff.
6:21:13And we can do that with this.
6:21:15And this is kind of an agent studio thing you can add in AI actions
6:21:18is AI, translate AI, summarize AI, intent detection, and decision maker.
6:21:22We all have those
6:21:23we can add in communities. So this is again
6:21:25your community your courses that place where you house everybody.
6:21:28We have smart push notification grant group access revoke group access
6:21:32private channel access revoke private channel access grant, community
6:21:36group leaderboard points.
6:21:37These are all great for automating community.
6:21:39I'm telling you guys, they are adding a lot of new stuff.
6:21:41So stay tuned for that because that is going to be big company.
6:21:44This is if you have a company, a business inside a high level, this part
6:21:47you won't be using as much as you see as beta.
6:21:48But you can create an associate company update decision company clear associate
6:21:52company fields.
6:21:53A lot of this has to do with custom objects,
6:21:54but you can add them in like that. Then we have conversation AI.
6:21:56So this is the AI chatbot.
6:21:58This is important. As you see it's not set up. That's why it's grayed out.
6:22:01We have AI capture information and book appointment and conversation
6:22:04AI splitter, AI message, custom message transfer bot continue conversation.
6:22:09All these can be added in if you have an ad chat bot, but we don't.
6:22:11So that's all the stuff with a chatbot.
6:22:13Then we have inbound AI voice caller.
6:22:15This is to have an agent call you very handy.
6:22:18Again, I have full videos on all of this, so those are all of the actions
6:22:21inside of high level.
6:22:22So again just so you understand you start with the trigger.
6:22:25You pick your trigger, you add it in or multiple and then you add the actions,
6:22:29which is what happens next after the trigger happens.
6:22:32So now it's time for me to go over what all of this stuff does.
6:22:35But before I do that, I'm just going to quickly
6:22:36build a workflow in front of you so you can see how this works.
6:22:38So right in here we have our trigger, which is what we put in right here.
6:22:41But now we can add a bunch of actions in.
6:22:43So we come in here we'll do add action.
6:22:45What I'm going to do is I'm going to send email okay.
6:22:46I'm going to make sure I fill this out from name.
6:22:48It's going to be Declan. Email is going to be.
6:22:52Subject test test.
6:22:56And then we're going to click Save Action.
6:22:57So now as soon as someone submits this form this email gets set.
6:23:01And then what we're going to do is we're going to what I want to wait step.
6:23:04So this is going to be a wait until we come right in here.
6:23:05And we're going to do it's going to wait for 35 minutes.
6:23:09We're going to save that.
6:23:10And then what it's going to do is it's going to send SMS okay.
6:23:15And then from there we get this.
6:23:16We just do test again.
6:23:18This is like not how you'd really do it.
6:23:20I'd put in real stuff, but you see what I'm doing from there.
6:23:22I could click publish, save it.
6:23:24And now as soon as someone submits this form,
6:23:27which is the lead gen form, it would send them an email right
6:23:31away, then wait 35 minutes, then send them an SMS.
6:23:34So that's just a simple automation you create,
6:23:36but you can create all kinds of stuff like this that actually works really well.
6:23:39And again, that's kind of stuff you want.
6:23:41So that's the basics of it okay.
6:23:43So right in here we have this sidebar. So the first thing is notes.
6:23:46If we click this we can put in notes for other people to see in case
6:23:49they're like you know what I want to figure out.
6:23:51So you could be like the trigger was having issues.
6:23:54And then what we can do, we'll save that.
6:23:56We'll come back.
6:23:57And then whenever someone else comes in, they go, it was having an issue.
6:23:59Or you could say there's a certain kind of sequence you have to do.
6:24:02You can leave notes in here, either to remind yourself or others
6:24:05of how this works, which is really, really easy and really, really cool.
6:24:08So that's where you add notes.
6:24:09This right here is no errors found.
6:24:11So when you come in here this is going to show you
6:24:13if you're having errors with your workflow it'll show like a little red thing.
6:24:16And you got to fix this which is really cool
6:24:18because then it'll show you like, hey, you didn't have a from email set up.
6:24:21Your automation isn't proper, so it's going to show you how to fix set
6:24:25automation and show you the problems so you can make sure your automation works.
6:24:28So that's where that.
6:24:29So if you're wondering if it's working click that.
6:24:31Then we have stats view.
6:24:32This is going to go through and show you all of the stats based on your.
6:24:36So how many emails were delivered how many opened.
6:24:38It's just going to walk you through the stats of your automation.
6:24:41Again you just click that right there.
6:24:42We then have sticky notes. These are really cool.
6:24:44So we drop this right.
6:24:45Like this. You can add stuff that's pretty cool.
6:24:47So you double click to to talk add into it.
6:24:50And we can do add you know email here.
6:24:53And what we can do is
6:24:54we can move these kinds of sticky notes, make them smaller however you want.
6:24:59We can have them as part of the automation.
6:25:01We can like batch stuff in and kind of do cool stuff.
6:25:04With segmenting.
6:25:05We can come in
6:25:05and we can add more and change colors and do all these kinds of things.
6:25:08And this is a great way for you to add in all kinds of stuff to your automation,
6:25:13to not only let others know that maybe in here, but to let yourself know.
6:25:17And this is just a great way to keep everything organized.
6:25:19Again, you got all this extra stuff you can add with the writing.
6:25:22You can duplicate very easily like that, or you can just delete like that
6:25:26and then come in here and delete it, or move it wherever you want.
6:25:29There's all kinds of cool stuff and you can change the color here.
6:25:31Again, edit it here.
6:25:33It just gives you the ability to add stuff that you may be forgetting, because
6:25:36sometimes automation is there, complex and for you you may forget
6:25:40and your employees may be like, what is he doing again?
6:25:42Like, why is this so complicated?
6:25:44That's because they haven't properly explained that and notes do just that.
6:25:47You can also hide your notes right here. Show hide, show heights.
6:25:49You still have them, but that's how you do notes. Very handy.
6:25:52Now we have switcher. This is really cool.
6:25:53This gives you the ability to switch between workflows like that, as opposed to
6:25:57you going back out of the workflow builder to look at workflows,
6:26:00which is a pain in the assets.
6:26:01I can extra three minutes, you can come right in here
6:26:04and you can just click between your workflows or add one.
6:26:06So if we click Create New Workflow, you'll see right here boom.
6:26:09We're now in a new workflow.
6:26:10And then right back here to test.
6:26:12We're back to test.
6:26:13So you can jump from workflow
6:26:15to workflow really quickly in the switcher as opposed to being like what do I do?
6:26:18And you have to go back
6:26:19because the old people I don't mean old is in like age,
6:26:22but the people that have been using a high level for a long time.
6:26:24Back in the day, they didn't have the switcher and it was so annoying.
6:26:27You'd have to go all the way back, wait for it to load, hop back in.
6:26:30I mean, it's just really annoying here.
6:26:32It's an instantaneous flip flop between so you can work harder.
6:26:35So that's how we do it very simply.
6:26:37And right here you can, you know, delete and add and do all that stuff.
6:26:40So that's pretty cool.
6:26:40Now we have version history.
6:26:42This is just going to be
6:26:42all the different versions of your automation that you set up.
6:26:46Again, you can come in here and you can restore and do stuff like that.
6:26:48So you can get it back to the original version.
6:26:50But this is just going to show you all the different versions.
6:26:52Now we have workflow AI.
6:26:53This is just the AI stuff with the automation.
6:26:55Don't worry, I'll be covering that in a sex.
6:26:57We're not going to go through that right now, but it's pretty neat.
6:26:59But that's all the stuff on the sidebar that you can add in down here.
6:27:02You can make it bigger, make it smaller.
6:27:04Click this, which is right over here kind of move.
6:27:07This is great
6:27:07if you have huge automations, but again, you zoom in or
6:27:10zoom out at your own comfort.
6:27:12Okay, now we have a couple other things up here that are really important to note.
6:27:14So we have settings.
6:27:15This is going to be all the settings on the workflow.
6:27:17So we have stuff with contact.
6:27:18So allow reentry which is more contacts coming through.
6:27:21Allow multiple opportunities to be the same to come through.
6:27:23And then we can stop the workflow based on a response.
6:27:26So these are all stuff you can add.
6:27:27You can add your time zone in by picking what you want specific window.
6:27:30So when does this automation run? It can be closed for the weekends.
6:27:33But most importantly we have these three things here which is really powerful.
6:27:37If you put in your sender name
6:27:39and from email and your phone number, it will default across your automation.
6:27:43So let me quickly show you an example. On another automation I have pulled up.
6:27:45See how big this automation is?
6:27:47If you set something up like this and you don't put your sender details in
6:27:50in front email, you will literally have to go to every single freaking email
6:27:54and put in the from name and the from email, from name, from email.
6:27:59It just makes it way easier.
6:28:00So you want to put in the front number and all this stuff.
6:28:02It makes it way easier.
6:28:04And then down here you can just turn on Mark
6:28:05as read for the conversations to go through.
6:28:07But that's essentially how we would set that entire part up.
6:28:09Then we have enrollment email.
6:28:11So these can be all the contacts that went through your email
6:28:13to be doing email blast.
6:28:14It's going to show you like Jim Mary Berry Chanel.
6:28:16It's going to show all those people just like that.
6:28:18And then execution logs
6:28:19is just going to be basically the history of said automation
6:28:22and what has happened through here. And you pick the time stamp
6:28:25and all the other stuff, they'll be just like that.
6:28:27Then up in here, you'll see we can do recent changes.
6:28:28Click that, we can undo, we can redo. This will just show your saved.
6:28:31We can test the workflows. You can put a contact to test it.
6:28:33I recommend you always test test test.
6:28:35And then to make your workflow live we click publish click save.
6:28:39We'll just go through with it and then it'll publish.
6:28:41And if it doesn't say saved it gives you an error message.
6:28:43You need to fix it.
6:28:44So essentially that is how this part of the automation builder works.
6:28:48And that's how it all comes together.
6:28:50So now that you understand all that, it's now time to move into templates okay.
6:28:55And the AI builder.
6:28:56But there's one update and this is for you more advanced people and beginners.
6:29:00Also watch it.
6:29:00You need to know which is the advanced workflow builders.
6:29:03If you come right in here and you click this and we go to advanced,
6:29:06you're going to see something entirely different.
6:29:08Boom, look at this hour.
6:29:10Automation is now much different.
6:29:12See how different this is. It's a different layout.
6:29:14This is more like need in these more advanced softwares.
6:29:16You'll see.
6:29:17It's like you move stuff like this. You do stuff like this.
6:29:19It's a lot different now. I have full videos on this.
6:29:22If you were interested in mastering this, it's a very similar.
6:29:24It's just a different layout.
6:29:26So just let me know if you're interested in that.
6:29:27This is for building really complex things.
6:29:29And here's what's interesting about this.
6:29:31You can have lots of different triggers stand alone,
6:29:34which is what you could not do with the other one.
6:29:36Meaning you can have multiple automations within one automation
6:29:40with the advanced builder.
6:29:41And a lot of people don't know that.
6:29:42Again, all these features are all very similar.
6:29:45But as you see here, it is this exact kind of feel, which is just different.
6:29:50It's a different layout and it's just a much different kind of automation build.
6:29:55And this is for more advanced stuff, but also to having a bunch of
6:29:58your automations in one giant automation so you can see them all in one place.
6:30:01It's redefining the way we do automations.
6:30:03And I'm telling you, this is going to be huge
6:30:05with all of the assenting AI agents, building these out will be big.
6:30:08But for you beginners, you don't need to use this.
6:30:10This is just for the more advanced stuff
6:30:12if you want to have multiple automations in one.
6:30:13But again, to do that you would just click right here
6:30:16and click advanced, which is the same thing,
6:30:17except you can have multiple triggers.
6:30:19And the way you build is a lot different.
6:30:22And you delete like this and you click like this.
6:30:25It's just a little bit different look and feel.
6:30:27So that is how the Advanced Automation Builder works for you. Pros.
6:30:29You definitely got to check that out. It's huge.
6:30:32But now we got to step into the other parts of automation builders,
6:30:36which is the AI builder and all the templates you can choose from.
6:30:40So the first one to go through is a template.
6:30:41So if you could create workflow, you'll see a couple of different options here.
6:30:44So obviously you can build AI and select from template.
6:30:46But these couple things important campaign is bringing in from elsewhere.
6:30:49And then company based workflow again that's to do with custom objects.
6:30:52You don't need to worry about that right now.
6:30:53It's not something you need to be just using all the time.
6:30:55It's really these three.
6:30:56They're going to be having the access to all the things you need.
6:30:59So what we're going to do is we're gonna select
6:31:00from a template before we do the AI builder.
6:31:02So selecting from a template it's just clicking this coming through
6:31:05and then picking a pre-made template they have.
6:31:07So they have a lot of pre-built automations.
6:31:09So you don't have to go in and start recreating things.
6:31:12You can come in here, use these filters or this search to find what you want.
6:31:15And if you see something you like,
6:31:16you know you're going down and you're like, I like this lead nurture.
6:31:18You can preview it and you'll see right here, this is it.
6:31:21So you can take this added in then build on top of it.
6:31:23So again they got a lot of different things you could possibly want.
6:31:27You just pick what you want and it'll pop in. Some of these are pretty big.
6:31:30Like let me find a pretty intense one and we'll just pick this one.
6:31:33We'll just do preview again.
6:31:35We see this looks pretty cool.
6:31:36Once we like it again we can go back and pick more,
6:31:39but if we want it we can click Choose template here.
6:31:41Or we go back and say we want this.
6:31:43We just click Choose template.
6:31:44So whatever one you want you just click choose template.
6:31:46It's going to load in your account.
6:31:47And then you're going to have
6:31:48a pre-made automation built out for you just like this.
6:31:52That's ready to go.
6:31:53And you don't have to do any work
6:31:54other than coming in and filling out the settings.
6:31:56So I recommend with this kind of stuff coming to settings,
6:31:59putting in your from name you're from email.
6:32:01That way you can quickly edit this entire thing.
6:32:03And again,
6:32:03this is really great for coming in and editing something quickly
6:32:06and having something you can just slap immediately.
6:32:08You can also add more stuff in, just like I taught you.
6:32:11So you can add and tweak and delete.
6:32:13And by clicking this
6:32:14we can copy our actions, move actions, delete actions, and a lot of cool stuff.
6:32:18And what we can do is we can come over here, we can click copy all actions for.
6:32:21So it's going to copy this entire workflow.
6:32:23And then we click this right here.
6:32:24And we can do paste below. Boom.
6:32:26Now look how massive this automation is.
6:32:29It's huge now because we can just copy and paste like that really easily.
6:32:33So that's the other
6:32:33kind of thing we can do when you're building these automations.
6:32:35You click these three dots and you've got all kinds of stuff.
6:32:37You can also delete all the actions. Boom.
6:32:39It just got rid of a ton.
6:32:40So again these three dots are going to be how you
6:32:42quickly edit these massive workflows that you can get inside of the templates
6:32:46just like that.
6:32:47Or again you can do this when building manually.
6:32:49Just know every time you get an automation builder, whether it's a template AI,
6:32:52you can always come in and you can always add triggers, add actions,
6:32:56or come in here and delete things, copy things and do all this stuff
6:33:00and however way you want.
6:33:01So you got a lot of options here to build out workflows.
6:33:05So last but not least, we're going to do the AI builder, which is actually insane.
6:33:08But I'm going to tell you right now
6:33:10if you don't understand the other two, the builder will be wasted.
6:33:13Because again, this has a price to it.
6:33:15It's cheap, but it costs a couple cents, I think, per action.
6:33:17The problem is that a lot of people will come into big.
6:33:19I create an awesome workflow with this, but it doesn't work.
6:33:22It has all these errors because they never actually learned
6:33:24how automations work from the get go.
6:33:25So you got to learn these two, which you're already doing this video.
6:33:27That's great.
6:33:28And then from there we're going to go.
6:33:29So we're going to come right here. We're going to click build using AI.
6:33:31And all you're going to do is you're going to type in what you want.
6:33:33So I'm going to say I want a big email nurture
6:33:38sequence for my Facebook
6:33:42leads with SMS as well please.
6:33:46And then we're all we're going to do
6:33:47is we're coming and we're going to click enter.
6:33:50Boom. Look at that.
6:33:52It just created this entire thing for me.
6:33:54You see that.
6:33:54Does that not insane.
6:33:55And you can ask it all kinds of stuff. It can do crazy stuff.
6:33:57I can just double WhatsApp whatever you want.
6:34:00It can do.
6:34:00And the cool thing too is in here, if you come into chat mode or point
6:34:04in and edit, you can come in and you can literally
6:34:07ask it to make revisions for you.
6:34:08Okay, add this, add email. Let me see.
6:34:10Let me come right in here to point out I'm just going to do please
6:34:15add WhatsApp messages to
6:34:18and wait steps so you can add all kinds of edits.
6:34:21And you have other things in here too, which is like edit this workflow,
6:34:25you can ask you things and then questions troubleshoot.
6:34:27Just like with the point
6:34:28that we can basically make this however which way we want.
6:34:31So you have AI now coming in to help with automation building.
6:34:35So it's like between you understanding how to do all these
6:34:38the triggers actions, how to set these up using the templates and AI,
6:34:41you can pretty much build whatever automation you want.
6:34:44And you can also add stuff
6:34:45like as you see here, it has created the messages already so
6:34:48you can tell AI, hey, I want to actually have these be Christmas related.
6:34:52I want these to be a promo for my new offer.
6:34:55I'm selling.
6:34:56Like you can get crazy with this in the AI plus, this automation builder
6:35:00plus all this stuff is just going to make you way faster at automating.
6:35:03That's what it's going to do.
6:35:04It's just going to make this process way quicker and you way better.
6:35:07So again, that's what the AI builder does.
6:35:09It's super powerful. You got all kinds of options there.
6:35:12It is definitely something you want to be using.
6:35:14So those are the three different ways you can build automations.
6:35:16I hope that helped.
6:35:16Make sure you drop a comment down below.
6:35:17Last but not least, I just want to show you
6:35:19a couple of things right here in folders. Okay?
6:35:20First thing, anytime you see an automation,
6:35:22you can click these right here.
6:35:23You can delete publish all, draft all.
6:35:25And that's how you do it right there. You can click these three buttons.
6:35:28You can edit the workflow, rename the workflow, open in a new tab, publish it,
6:35:32move it to a folder, duplicate it, copy it onto another sub account,
6:35:35or just delete it.
6:35:36And if you delete it, you just come right here and you click delete.
6:35:38And that's how you delete your workflows. Simple as that.
6:35:41So you have all those features again you have different kind of list views.
6:35:44Right here. You can create a folder.
6:35:46And in these folders you can put multiple automations.
6:35:47So if we create a folder and we go
6:35:49AI folder and we do create you'll see right here, there's now a folder.
6:35:53And we can put these automations inside of that folder.
6:35:56So we could put all of these into the AI folder.
6:35:59Move here and boom. Now they're all in folders.
6:36:02So we click the folder. And now it shows all of them.
6:36:04And you see right here where you're at.
6:36:05So that's something you can do with folders if you have a ton of automations
6:36:07I'm telling you if you don't have a lot of machines won't be a big deal.
6:36:10But if you have a lot, you definitely need the folders needs review automations
6:36:13you need to check on and go through, deleted all the automations
6:36:16you have deleted, and you can restore them right here.
6:36:18So if you want them back, pretty neat.
6:36:19Again, they'll be deleted after 30 days.
6:36:21Okay, new smart lists. We can create smart lists.
6:36:24These are basically kind of like folders
6:36:25where if we can click right up here and be like all the AI automations,
6:36:28all the outreach automations, WhatsApp automations being created like that
6:36:31to add in the smart lists, then we have global workflow settings.
6:36:34So this is just stuff across the board that's going to happen globally.
6:36:37Again we have stuff like standard or advanced building.
6:36:39Add that in right there.
6:36:40Pick who you want to have access between them, notifications on or off
6:36:45and then basic stuff with pausing the workflow.
6:36:47And this is all in the global settings and it's stuff you can add across the board.
6:36:50But that's it.
6:36:51That's how you use the automation builder went through all of it.
6:36:54If you guys have questions, please drop them down below.
6:36:56Again, guys, I really hope this helps you.
6:36:58And it's the kind of thing where just watching this video isn't enough.
6:37:01You need to go in and you need to build an automation.
6:37:04I'm telling you need to go through and need to practice
6:37:06this because automations aren't going to go away.
6:37:07You know, people think asking to do everything.
6:37:09Automations and AI are merged together.
6:37:11They work together because they're like mules, you know?
6:37:15I mean, they're machines, these workhorses that can do a lot of the basic stuff
6:37:18where AI is like,
6:37:18why use the AI
6:37:19when it's struggling with that, when you can use the AI,
6:37:21which has the brain plus the automation, it's much more powerful.
6:37:24So don't think these are going away. These are only going to get more powerful.
6:37:27And automation is still super, super good.
6:37:30So make sure that you dive into these and you learn these.
6:37:38So here it is.
6:37:39Here's the new events feature.
6:37:40It's right in here as you see under memberships.
6:37:43But if you don't have this and you're like what?
6:37:45How do I get this? I'm going to show you right now.
6:37:47We're going to go right down to settings.
6:37:48You're going to come all the way down to labs,
6:37:50and you're going to come to events and you're going to toggle this on.
6:37:53Then all you're going to do is you're going
6:37:54to come right back to memberships and come right back to events.
6:37:57So this is amazing, guys, because this is literally like running an event.
6:38:01So this is amazing.
6:38:02If you or someone that does in-person stuff.
6:38:04So if you're a bigger higher up person or you are just a business
6:38:08that does events, this is an absolute goldmine.
6:38:10High level has needed this for a. While, but they haven't had it.
6:38:13And the cool part is too,
6:38:14is that you can cancel other subscriptions that other people use.
6:38:16Like there's
6:38:17a lot of them out there to run events, so this will actually save you money.
6:38:20This, believe it or not, is a huge new feature.
6:38:22I know some of you guys might be like, I'm not going to have an event,
6:38:23but just knowing where this is is very, very big.
6:38:27So in order to create events,
6:38:28okay, you're going to come right to this page
6:38:29and you're just going to click Create Event.
6:38:31Then we're going to go through each of these steps together.
6:38:34By the way guys if you have any questions
6:38:35during this video drop in the comments down below.
6:38:37And if you are interested in Go High Level.
6:38:38I have a 30 day free trial, so check that out as well.
6:38:41So we can either pick ticketed or RSVP either or we pick.
6:38:44So we're going to do ticketed. We're then going to click continue. Again.
6:38:47It's going to be the same as the other one. You just click it.
6:38:48Then you're going to put in your name.
6:38:49So we're going to do deck Lens Party.
6:38:52This is just you know, sake of the video here.
6:38:54You can actually put your real name and then you can upload an image okay.
6:38:58Right in here which is going to be a cover image.
6:38:59You have to follow these dimension sizes.
6:39:01Then you can put in a brief summary of what's going on.
6:39:04So fun times had by all.
6:39:07So again I am just doing this because I'm trying to just walk through the video.
6:39:10You're actually going to put in your actual summary.
6:39:12You're not going to say something like that,
6:39:13but then description, you would just say, you know,
6:39:16full description here, okay.
6:39:20This is where you're essentially running all of the descriptions.
6:39:23So they know exactly what they're saying.
6:39:25And it's going to all pop up right in here.
6:39:26So once you're done with that you're then going to click continue.
6:39:29And then it's going to be brought in to the event time.
6:39:30So when is the exact event the exact date the exact time.
6:39:34And then when it ends okay.
6:39:35And then pick your time zone. It's very important.
6:39:37You have to pick when it starts and when it ends.
6:39:39And then you click continue from there.
6:39:40Is it in person or online.
6:39:42Now this is really big.
6:39:43This is really, really cool
6:39:44because you can literally pick whether you want to be like,
6:39:47hey, meet up at this coffee shop or meet up at this venue,
6:39:50like level up in Dallas for high level, or is this kind of more like a webinar?
6:39:54This is big.
6:39:54I'm going to be using the online stuff here,
6:39:56but either or you're going to put in the page title, put in the exact links.
6:39:59So if it's zoom, Google Meet, etc.
6:40:00right there. And then same thing image instructions.
6:40:03And in person you would actually put the address of the event.
6:40:06So if it's at Bob's house you can put Bob's house address or you know whatever.
6:40:11So then we pick in person or online.
6:40:12So we'll just come in here, we'll test event okay.
6:40:15We'll click continue and then organize your information.
6:40:18You can put a picture of yourself like hey guys, it's me, I'm the organizer.
6:40:21As you see. It's all popping up on this right hand side.
6:40:23You can also check what it looks like on mobile versus desktop.
6:40:26And then you'd put in the exact organizer name and who you are.
6:40:29So we're going to do G.H.
6:40:30Wizard and then we're going to Joe Wizard.
6:40:35Com then you click Create Event or you put your website and your phone number.
6:40:38But then we're going to click Create Event.
6:40:39And it's going to go through and it's going to create our event.
6:40:41So if we come back out here you will see we now have a legitimate event
6:40:45just like this.
6:40:46And this is where all the events are going to be laid out just like this
6:40:49in nice order.
6:40:49We can pick the exact way we want to look at these,
6:40:51the columns and what now we can create more events like this, but there's more.
6:40:54So if we click these three dots we can edit it.
6:40:56We can duplicate it.
6:40:57We can view the registrations for the event or just delete it all together.
6:41:00So you have these options right here.
6:41:02But we're going to edit it because now it's going to show you
6:41:04a bunch of different things. So you have the details.
6:41:06You have the tickets okay.
6:41:07You have the schedule you can add in.
6:41:09You have the pages and design to make it look really nice.
6:41:11You have the registrations and you have the settings.
6:41:14This is kind of what you had before, but a lot of the stuff is to fine tune it.
6:41:17So like capacity payments, notifications like you see how organize this is.
6:41:21So now what you need to do is you just need to go through each of these
6:41:24and set these up so you can go through this kind of quick
6:41:25one right here and do like this.
6:41:27But this is essentially all of these up here as well.
6:41:30And we're just going to pick.
6:41:31So if we come to details I'll just run you through it really quick.
6:41:33This is the essential stuff we did before.
6:41:34Okay. That's where you're going to edit.
6:41:36Like the thing we just did. It's right under details.
6:41:38But then to do tickets it would come right in here.
6:41:40And you click Create Ticket and you're going to walk through.
6:41:42So you're going to put in your name.
6:41:43You're going to pick the exact pricing you want okay.
6:41:45The exact quantity and then the timing.
6:41:47And then you have advanced settings under here.
6:41:49Add any more things.
6:41:50But that's where you're going to add the tickets in.
6:41:52And again I'm not creating actual events I'm not going to go through this.
6:41:54But it's very simple.
6:41:55You just go right through and you add it all in just like this.
6:41:59Guys, if you have any questions at all, drop in the comments down
6:42:01below and I will answer personally.
6:42:03So that's where you do the tickets.
6:42:04If you want to have a schedule okay, you can add the exact schedule.
6:42:07You can create new again. It's going to be just like before.
6:42:10It's going to have the title
6:42:11the days when it's happening, the start time, the labels,
6:42:14the location, the stage, where is it going to be and stuff like that.
6:42:18And the important part two guys is you can eventually add this in.
6:42:21So it's like an agenda so they can see what's going on in the event.
6:42:24And then under speakers two you can add in the speakers okay.
6:42:28Just by clicking this and then clicking Create New.
6:42:30And then you can put in all of this good stuff
6:42:32and then you're having the speaker.
6:42:33So if I'm speaking I'd put myself in there.
6:42:35Pages and design. These are the exact pages of the event.
6:42:38What they look like.
6:42:38You come right in here. It's kind of like any of high levels builders.
6:42:41You click right on this side and you just go through what you want on or off.
6:42:45So if you come right here, you turn off tickets, you'll see it's gone.
6:42:47If we turn off location, you'll see it's gone.
6:42:49If we turn off hosted by, you see it's gone.
6:42:51We turn them on, they appear. So you just have to decide what you want.
6:42:53Slop them in. You have the schedule. You have the checkout.
6:42:55You have all of this good stuff.
6:42:57And then through here you have the page text,
6:42:59the style and the custom CSS if you want to tweak it real good.
6:43:01But again, if you guys have questions on this,
6:43:03let me know because I can guide you further.
6:43:04I just don't know what event you're trying to do.
6:43:06So it's kind of like,
6:43:07okay, what do you want to do if you want to show me like, hey,
6:43:09create an event for X, I can do that and create a video on that.
6:43:11But I need to know what you guys want to see.
6:43:13But other than that it's very straightforward.
6:43:15You're just coming through all this and filling out. Then you registrations.
6:43:17Is it going to show you all the people that came in.
6:43:19So all the people that registered their emails, their names,
6:43:22all the tickets, you're going to see who has them, who doesn't.
6:43:24Some people actually get in and don't get in
6:43:26because you don't want stragglers there.
6:43:27And then right here, you're going to have the revenue
6:43:29in the amount of tickets you sold and gone through.
6:43:32So that very simply is going to show you basically all of the data on set event.
6:43:36Then you're going to have settings okay.
6:43:37And then we kind of went through this earlier.
6:43:39But this is just going to be the deadline.
6:43:41The capacity collect details for each of ten.
6:43:43You're going to want that on. And then basic stuff like this.
6:43:46And then you have the payments okay.
6:43:47How you want that to happen.
6:43:48The notifications and then the link and tracking.
6:43:50Again it's all very organized right in here.
6:43:53All of the stuff
6:43:54you're going to need to do on your exact event is all through here.
6:43:58Very simply, very straightforward.
6:44:00You can edit it all and make it very simple.
6:44:03And then right up here you can preview it if you want to see it.
6:44:05And then right here we're going to publish it.
6:44:06And that's going to make it go live.
6:44:07And then these three dots can share the event or delete the draft.
6:44:10So this currently as you see is drafted.
6:44:12If we come out here it's not actually live.
6:44:15We have to actually create a ticket in order to do it.
6:44:17So if you come right here and you click Publish Event,
6:44:19you'll see right here it's going to say that.
6:44:20So we have to create a ticket for this to happen.
6:44:22So we're going to go through and fully publish it.
6:44:23We're going to do G.H.
6:44:25wisely tikki which is something
6:44:28I think we're just going to do free and we're just going to do 100.
6:44:32Boom. We're going to click save ticket.
6:44:34There it is. Look how cool is I mean it looks pretty cool.
6:44:36And then we're going to publish said event.
6:44:38So once we publish it we'll come out here and it's going to say publish.
6:44:41Its to be ticketed.
6:44:42It's all good to go see how cool this is.
6:44:44Like this is legit guys.
6:44:45This is actually like super powerful feature that high level just unleashed.
6:44:48And I honestly think a lot of people don't understand the importance of this.
6:44:51But I do know a lot of people host events, a lot of service based businesses
6:44:54host events to like, if you're, you know, a plumber,
6:44:57you do like your little like, soup kitchen thing or your hot dog giveaway.
6:45:00Like, I'm not kidding you.
6:45:01Like, this is legit.
6:45:02A lot of businesses pay for other softwares to do this.
6:45:05Now you have it as part of go high level.
6:45:07So this is another thing.
6:45:08Not only can you use for yourself if you are a marketing agency,
6:45:12a coach consultant to boost your own online presence and do events like that,
6:45:17but also for your clients, this is a whole new thing you can offer.
6:45:21And just something like, hey, if you're running an event, we can take that over.
6:45:24I mean, you can go up to be an eye and be like, hey,
6:45:26we can run a lot of your stuff through here.
6:45:28Like, guys, this is this is pretty legit.
6:45:29And they did a great job.
6:45:30Like, if we click into this real quick,
6:45:32you'll see it has so much different stuff you can do.
6:45:36I mean even has right here as coupons
6:45:37you can add coupons like it's got a lot of flexibility.
6:45:40And I really like this kind of stuff because it has way more power.
6:45:44Katelyn a lot of the softwares, but it's all kicked in to one.
6:45:47That is the beauty of this. So this entire thing is quite amazing guys.
6:45:50It is absolutely insane.
6:45:51It works and these are the events.
6:45:58So to access this new builder, you're.
6:46:00Going to come right into your high level sub account
6:46:02and you're going to go right down to sites.
6:46:04And it's going to be right in here.
6:46:06Now, if you do not see build with AI right here or build
6:46:09with AI right here, we have to enable it in the labs.
6:46:12It may already be enabled
6:46:14at the time of this video, but if you don't see this,
6:46:16what you're going to do is you're going to click this button.
6:46:17You're going to go back to agency View.
6:46:19You're going to go down to settings.
6:46:21You're going to click labs.
6:46:22You're going to come right into sub account.
6:46:24And what you're going to do is you're going to just type in website okay.
6:46:28And you'll see this right here brand new funnel AI and website AI.
6:46:32Click Activate Features. Then come back and refresh the page.
6:46:34And you should see this right here.
6:46:36So I'm just going to jump right in. I'm not going to waste any time.
6:46:38I just want to show you how awesome this is.
6:46:40And I'm going to tell you right now I am blown away by this feature.
6:46:46Like legitimately blown away high levels, newer features
6:46:49when they first come out are kind of shitty.
6:46:50This is awesome.
6:46:51So we're going to come in either to funnel or website and walk you through both.
6:46:55We're gonna come to the website and we're going to click build with AI.
6:46:58So in here you'll see two different options.
6:47:01You will have assist and build.
6:47:03You can also add on to websites but we'll talk about that later.
6:47:06But you have two different choices.
6:47:08And both of these are basically guided prompt builders.
6:47:12So this one you follow all these steps in.
6:47:14It's going to put in the prompt for you.
6:47:16The builder though
6:47:16is you're just going to type in and have it do it from scratch okay
6:47:20I'm going to go over both.
6:47:21So don't worry. But we're going to start with assist.
6:47:23So the first thing we're going to do
6:47:24is we're gonna come right here and we're just going to do that.
6:47:26Glen's sass assist is not as good as just build, but you'll see here in a second.
6:47:30And we're going to come in here. We're going to do marketing agency.
6:47:32We're going to come here to generate leads and we'll do small businesses.
6:47:36And then we'll just do discount special offer.
6:47:38Then we're going to do is we're going to click customize.
6:47:40You can click generate right here.
6:47:41And it will build it right off the bat for you.
6:47:43But we don't want that.
6:47:44We want to click customize.
6:47:45I also want to let you guys know I'm going to talk
6:47:46about selling this later in the video.
6:47:48I mean this video is going to be amazing. So just just keep watching this.
6:47:50We're going to go over everything. We're going to click English.
6:47:53We'll do professional. Then we can define the layout again.
6:47:55You can just generate right as is with what you have.
6:47:58But in here you can pick the exact color you want the font, the image style okay.
6:48:03Remember this is building AI images, everything
6:48:05from scratch the layout, then the spacing and the borders.
6:48:08But what we're going to do now is we're just going to click generate.
6:48:11So you can see this first draft of this AI website.
6:48:16So as you see here it'll just be loading going through all the different steps.
6:48:19Sometimes it literally does it in like 20s.
6:48:21Sometimes it takes three minutes.
6:48:22But either way it's still really, really fast.
6:48:24And I want you guys know while this is loading
6:48:26because this is really important.
6:48:27So when it comes to this part where it's spitting everything out
6:48:29really fast, that is when you were close to being done
6:48:31because it's generating the final parts to have your website fully ready to go.
6:48:36And again, this can take anywhere
6:48:37from 20s to 3 to 4 minutes, but still it is very quick.
6:48:41Boom, look at that.
6:48:43So this is the first rendition of the websites it has now just generated
6:48:47said website. Okay, so I didn't give it a whole lot.
6:48:50And this is decent. Like this is pretty decent.
6:48:52It created everything okay.
6:48:53Even the image, it's AI generated images, everything from scratch.
6:48:57So like this is not bad.
6:48:59Okay. Now just in a second.
6:49:01When we go over the build, it's much better.
6:49:03But like this for a two minute build this is really good okay.
6:49:07And I didn't even give it that much stuff.
6:49:09It's something really cool too is if we come up here and we click SEO
6:49:12metadata, you will see that it has pre-dawn, the C.O.
6:49:16metadata as well. You see how cool that is.
6:49:18It's done the website copy and the metadata.
6:49:20It's done like everything.
6:49:21And once like this is so insane.
6:49:23So what we can do
6:49:24here is we can have it do more stuff
6:49:26by asking it again, we're going to get in this later.
6:49:28Or you can manually add on with the regular website builder
6:49:31to come in and change everything because it's the same exact builder as before.
6:49:35It's just AI started it, but now we're going to move on to the other one,
6:49:39which is building from basically scratch, which is like vibe coding and whatnot.
6:49:42So we're going to come back,
6:49:44okay, we're going to go back and we're going to click build with AI.
6:49:48Now what we're going to do instead of going through a cyst,
6:49:50we're going to go through building. Guys this is amazing.
6:49:53Just check this out okay.
6:49:53So watch this I want a website
6:49:57for Declan's SaaS.
6:50:00I want a logo that is a big D.
6:50:06Calm down there.
6:50:07Put in header I want background.
6:50:12Okay.
6:50:13Black I want text white
6:50:17and I want gold accents.
6:50:21Put a lot of good pictures
6:50:26in of people selling deals.
6:50:30So look at that. That's a lot.
6:50:32Okay. And I'm going to click enter.
6:50:33Just wait until you see it.
6:50:35Like this is actually amazing.
6:50:36When I saw this I really am being serious.
6:50:38I was like oh no.
6:50:39Another feature, High Level just rushed out.
6:50:42I don't think they rushed on this one
6:50:44because when you see what this generates with just a little texting,
6:50:47I mean, this is better than most of the templates
6:50:49and would take a couple hours to get this first thing built.
6:50:53No joke guys, this is the future.
6:50:55And later in the video I'm going to talk about really
6:50:57where I see this going with selling in all kinds of important stuff.
6:50:59There's going to be some questions that open up.
6:51:01But first, I just want to walk you through
6:51:03how damn cool this is, because this is a game changer.
6:51:06Boom.
6:51:07Look at that.
6:51:10Look at that.
6:51:11That is insane. I barely gave it the right.
6:51:15Look at this.
6:51:16This is a pretty nice looking website
6:51:19that the copy is good, like any of the images are.
6:51:22I mean, this is really good.
6:51:24Now, it didn't seem to take my logo apart, but we're gonna talk about that inside.
6:51:27But look at this.
6:51:28Do you guys see how powerful this is?
6:51:31A quick problem in four minutes.
6:51:32This is better than a lot of the templates like that copy everything generated
6:51:37that is really, really powerful.
6:51:40Like, I'm not even gonna lie here.
6:51:42I am blown away by this.
6:51:44No hype.
6:51:45Like, this is like, this is my honest reaction.
6:51:48This is actually really, really good.
6:51:51Let's actually see how this works with this stuff.
6:51:54Okay? So everything needs to be linked okay okay.
6:51:56But still it seems to have gone through a bunch.
6:51:58So now let's go through and let's add a little stuff.
6:52:00So here's the other cool part.
6:52:02Once you build this part you can either come in right here
6:52:05and start tweaking it manually like this adding in elements.
6:52:08Or you can come right in here to ask AI and we can keep asking it stuff.
6:52:11So let's do please make my logo add
6:52:18and put in the header
6:52:21and replace other logo okay logo.
6:52:26And we're going to click enter okay.
6:52:27Because what we want to do now we want to see how smart is it.
6:52:30Like does it know what to do.
6:52:31Because if it can change little things like that and we can keep changing.
6:52:35This is a game changer.
6:52:36Let me tell you this is a game changer. Whoa. Okay. Wow.
6:52:39I just looked right here.
6:52:40Look at this. It's going through. I didn't even tell to do that.
6:52:43I mean, it's going through all this stuff.
6:52:44Proper size, you know, make sure it pops up against the background,
6:52:47like you're saying right here.
6:52:48That's the thing.
6:52:49Even on mobile, it's editing it.
6:52:50So I only ask for just a regular D.
6:52:52That still is insane because I could go even further and keep asking questions.
6:52:56So let me go through and let's try some stuff.
6:52:59So let me first do I need an image of people shaking hands
6:53:05at first page and have the opening
6:53:12text overlay it?
6:53:15All right let's see what do.
6:53:16And guys you're seeing right now I'm just typing in so I'm just asking it stuff.
6:53:19And I want to see just how good this is.
6:53:22Because if this can do stuff across the board, if you can mix the ask
6:53:25AI plus manual actions, you can spin out amazing websites super quickly.
6:53:29But also what I'm thinking is you could come in here, okay.
6:53:32Because this is taking, you know, like 30s to a minute to do.
6:53:35You could come in here, ask for a bunch of updates across website,
6:53:38then go do another task while AI works for you guys.
6:53:42We are entering in the realm of AI agents doing the work.
6:53:45This is insane.
6:53:46Like this is truly the future, but we can do
6:53:48is have that dual task running so you can get way more done.
6:53:51That way your productivity is going like crazy.
6:53:54Wow, look at that.
6:53:56It already put the image on the background with overlay with a parallax.
6:54:01Do you see how good that is?
6:54:02That is exactly what I asked for.
6:54:05A picture of people shaking hands and it's done it with the overlay.
6:54:07I barely gave it instructions.
6:54:09And look how smart it is.
6:54:13This is insane.
6:54:14I have not seen something this good on high level is a new release,
6:54:17probably since they're a automation builder, but this is insane
6:54:20and everyone has got to be using this literally as soon as possible.
6:54:24So at this point you can ask it anything and it's going to go through
6:54:27and do it for you. It can change the way the images look.
6:54:30And if we come in and we just do make all images
6:54:34stain glass style, let's just see what that does.
6:54:39Because I mean, at the end of the day, this thing seems to be able to do anything
6:54:43like it really does.
6:54:44And while this is loading another thing too,
6:54:46I want to let you guys know that's a little hack that I use.
6:54:48If you're building in here and you're like,
6:54:50oh man, I can't really like,
6:54:52properly put, what's in words for it to understand what I like to do is
6:54:55I like to come into ChatGPT and I'll do stuff like please
6:54:59organize and spell
6:55:02check my data dump.
6:55:05And then what I'll do is I'll just type in a bunch of stuff in here and organized.
6:55:09I'll be like, I want a four page website
6:55:13that's black with green text,
6:55:17with orange pictures, you know, etc.
6:55:21and I'll just dump
6:55:22all this stuff, just basically get what's in my brain out onto ChatGPT.
6:55:26And what it's going to do is it's going to come in
6:55:28and it's going to organize what I have and spell check it.
6:55:31So it gets like perfectly able to the AI understands that way.
6:55:34You're not going back and forth on here like, oh crap, I got to get it, you know,
6:55:38perfectly right. It'll go through and do that all for
6:55:45So the
6:55:46access form, surveys and quizzes, you're just going to come right to sites
6:55:49and you're going to come
6:55:50right over here and you'll see forms surveys and quizzes okay.
6:55:54So first up is forms. Okay.
6:55:55And you use these when you need basic info.
6:55:58Okay.
6:55:59Example contact form. Signup form.
6:56:01It's just an info form.
6:56:03And this is what a form looks like. Okay.
6:56:06It has first name, last name basic form fields and all.
6:56:08Its therefore is to collect either
6:56:10user or lead information that just gets submitted into your system.
6:56:14Then we have surveys and this is used when you want opinions
6:56:18or feedback on something and go high level.
6:56:20So example how is your experience radar service.
6:56:23Simple things like that.
6:56:24It can be on products or services.
6:56:26And this is what a survey looks like.
6:56:29Okay. It'll be one page at a time.
6:56:31You fill out your info and you click next.
6:56:33And it's going to continually
6:56:34take you through slide after slide any one page format.
6:56:38Okay. A form would just be a massive line.
6:56:40As for the survey, it's one thing at a time
6:56:43collecting info and getting feedback on something you have.
6:56:46And then we have quizzes which are used when you want to test, score or recommend
6:56:51something inside of high level.
6:56:52So example which service is right for you?
6:56:54A quiz that will show you a result in the main point of quizzes is gauging
6:56:58where people are at.
6:56:59And this is what a quiz looks like.
6:57:01Okay, it's going to be questions where you pick answers and it goes through
6:57:05just like a quiz.
6:57:06We've all done school before and we've done, you know, college or whatever.
6:57:09It's a quiz. It's like a test.
6:57:11It just goes through, picks out the info and then segments.
6:57:14So again to recap forms are used when you need basic info okay.
6:57:17Contact information surveys are used when you want feedbacks or opinions.
6:57:21And then quizzes are used when you want to test, score or recommend
6:57:24something inside of my level.
6:57:25So first up is forms. Okay.
6:57:28And you're going to see
6:57:29three different tabs on forms and surveys and pretty much quizzes.
6:57:33Builders where you're going to build the form, analyzes
6:57:35where you're going to see what's going on within the form.
6:57:37So data and then submissions as you're going to see all the info when someone
6:57:40submitted said form survey quiz, okay.
6:57:44That's where you will actually see it.
6:57:46And in here it's the same across the board as these three the basic layout forms.
6:57:51You can click these three dots, you can edit, you can preview.
6:57:54You can view the submissions you can duplicate.
6:57:56You can upload to templates. You can share it with other people.
6:57:58You can move to a folder or you can delete it.
6:58:00It's a basic building block of the.
6:58:02The dashboard is exactly the same form features.
6:58:05You have this in all of them.
6:58:06This just goes through and talks about templates and simple stuff like that.
6:58:09And great folders right here.
6:58:10And then to add forms you just click this.
6:58:13Plus this is add form and this is where you're going to build it okay.
6:58:16And you can either start from scratch or use one of these
6:58:19amazing pre-built out templates where all the work is done.
6:58:23You got all these different niches and you can pick exactly what you want
6:58:25and choose.
6:58:26Now I just want to let you know it is the same thing as you see
6:58:30for all of these, okay?
6:58:31Except this one doesn't have the features, but it's all of the same thing.
6:58:34You look through, you edit and then you click the add and that's how you get it.
6:58:37So just remember this dashboard right here is the same for all three.
6:58:42And guys it's really important that I'm going through
6:58:44all three of these at once because they are all in the same family.
6:58:47Back in the day I had a video on forms of surveys,
6:58:49a video in quizzes, but really they're all so similar
6:58:52and they need to
6:58:53all be included in one video because they play off each other
6:58:54and they really are all in the same family.
6:58:57They're all brothers and sisters.
6:58:58So first up, we're going to go through building forms
6:59:00and we're going to start from scratch okay.
6:59:02So we're going to click start from scratch and we're going to click create.
6:59:04So here we are.
6:59:05The first thing I want to explain to you. You name your form right here.
6:59:08Make sure you name it accordingly whatever you're going to use.
6:59:11We're just going to do test form.
6:59:12But put the name in there that you want to use over here.
6:59:15This is where you're going to preview it okay. Integrate it.
6:59:18We're going to go over that later. This is how you save your edits.
6:59:20And then right up here you can either undo your work check versions.
6:59:22And then we're going to get into that in a second.
6:59:24And then right here you see
6:59:25mobile mode versus desktop mode to know that it's properly optimized.
6:59:29And then right over here you can click back to go back.
6:59:31So now we're going to go through building the form
6:59:34and all of the different features you have.
6:59:35So the first thing I want to explain to you is elements are taken from the left
6:59:38hand side brought in dragged onto the middle where the form is.
6:59:43And then you would edit the elements on the right hand side.
6:59:46That's where all the little edits are.
6:59:48Just to let you know, creates on the left is in the middle.
6:59:50And then you edit the fine details on the right hand, which is right here.
6:59:54So the first thing I want to show you is all of the features
6:59:57you have available in elements.
6:59:58These are just things you can add to your form.
7:00:00So you have full name, first name, last name, date of birth, phone, email,
7:00:05okay, you have a button. You have products.
7:00:07If you want to add a product into the form, you can collect payments.
7:00:10You can put an address,
7:00:11a city, a state, a country, a postal code, an organization, a website.
7:00:16Single line text. Multi-line text, text box.
7:00:19You have single dropdown multi dropdown checkbox.
7:00:21Remember just like quiz form temple double just show you
7:00:23if you want to know what it looks like okay.
7:00:25You have a radio which is very similar to checkbox
7:00:27but you just click multiple of them. Then you have more text.
7:00:29You have TML. If you want to put code in, you have capture.
7:00:31This is like the robot that says click
7:00:33these three things that look like a motorcycle.
7:00:35That's what that is and weeds out spam. You then can add in source.
7:00:37Then you have terms and service. This is very important.
7:00:39You're going to want this to be compliant okay. Score.
7:00:41This is if you're doing more stuff with manage scoring
7:00:44try to get points sale stuff images file uploads.
7:00:47If you're doing like an onboarding form very important.
7:00:49So they can upload pictures any sort of monetary.
7:00:51And you have a date picker and a signature which if you want to have
7:00:54like a contract form, you can put it in there, but no real need.
7:00:58But you have all of these
7:00:59different options for your form that you can add in right in here.
7:01:03So you go crazy with however you want that again,
7:01:06you just have to choose what you want.
7:01:08You would pick what you want here, and then from there you're good to go.
7:01:11So what we're going to do is we're just going to put a terms
7:01:13and conditions right in here, just so we have that.
7:01:15And then what you're going to want to do here is you're going to
7:01:17always want to have your privacy policy and your terms of service linked.
7:01:21And to do this you would just click this right here okay.
7:01:24Click this and then click link.
7:01:26And then you put in your link again
7:01:28there's full videos on how to do that on my channel.
7:01:30But you just want to have those so you are compliant.
7:01:32You can use the same thing you have on your website
7:01:34and you can draft these in ChatGPT.
7:01:36It's super easy, so you're going to pick
7:01:37how you want your form to look and what you want it over here.
7:01:40Now here's one more step that you may want to know.
7:01:43And that's called custom fields.
7:01:45A custom field is a form that's not on here that you create.
7:01:48So a custom field can be anything.
7:01:50So right here these are the basic form fields okay.
7:01:52You got buttons. You got first name last name.
7:01:55You got organization.
7:01:55It's just basic data points custom fields okay.
7:01:58These are fields but they're custom.
7:02:00So they can be whatever you want them to be.
7:02:02So that could be favorite Pokemon card. Favorite soccer team?
7:02:04It could be. How much money did you make last year? How many employees do you have?
7:02:07It is whatever you want to do and you can just click add.
7:02:10You pick how you want this.
7:02:11Again, I have bigger videos on my channel that go really in-depth.
7:02:13Of your little confused on this, you put in your field name,
7:02:16the grouping you put in.
7:02:17If it's something custom objects,
7:02:18then you click save and then you will now have a custom field.
7:02:22So I have a couple in here.
7:02:23I have favorite Pokemon card as you see right there.
7:02:25And we could add that in
7:02:26if we wanted someone to put in their favorite Pokemon card.
7:02:30Now again, you don't have to do that, but the idea is is
7:02:33you can have whatever you want on a form and you can capture any information here.
7:02:37So again, quick recap.
7:02:39You come in here, you find out what you want on your form.
7:02:42Depending on if it's a sales form and onboarding form,
7:02:44a fun form, whatever you're doing and you will add your elements right
7:02:47on this left hand side and pick whatever you want.
7:02:50And then if you don't have the options in Quick Add,
7:02:52you will add a custom field and you will drag just like this.
7:02:55And you will drop right in there and you will be done.
7:02:58Okay.
7:02:58So that's how you build said form
7:03:00and you put the features you want on the form in here.
7:03:02Now on the other side we have the basic edits you can perform right in here.
7:03:07So if you click any of these you will see you have all this.
7:03:09So the label is going to be this up top right here.
7:03:12The placeholder is this right in here.
7:03:14So if we get rid of this look what happens.
7:03:16It just says first okay. Right underneath query key.
7:03:18You do not want to mess with this.
7:03:19This is like the code that makes the phone work.
7:03:21Don't mess with that field with
7:03:23you can switch this making it like this or that, whatever you want.
7:03:25And then you can do required which is this little asterisk here
7:03:28which again you see this on a lot of forms,
7:03:30like you have to put your phone number in.
7:03:31And then over here you have hidden
7:03:32which will literally just hide said field and then get rid of it.
7:03:35So you have all these options on the side for every single one you click.
7:03:39And you can edit now for anything that's not just a field like a button,
7:03:43a product or this stuff, you can come right over here again and customize it.
7:03:46So have you seen any of my videos on websites email marketing.
7:03:49It's the same builder across the board.
7:03:51You pick what color you want, what font you want, the size of the font.
7:03:55It's all right here. You just go through and you play with it.
7:03:57I don't know if you're trying to make this different.
7:03:59You're trying to make this fancy.
7:04:01You just go through and you add what you want.
7:04:03Again, if you have questions dropping down below, I answer so fast.
7:04:05So once you have your form dialed in the way you want it,
7:04:08you then have the option to add conditional logic.
7:04:12This is really neat because what this allows you to do
7:04:14is change up the form based on what people say.
7:04:16Because if you have a sales form and you only want people that are above
7:04:19$1 million in business revenue,
7:04:21this can disqualify them and then send them to a different things
7:04:23as opposed to give them access to your course.
7:04:24This gets really in depth, but it's really, really powerful.
7:04:27So what we could do is we could redirect to URL if their last name is equal to x.
7:04:34Now, right now all we have on this form is these four fields.
7:04:38You're not really going to see it. But let me show you.
7:04:39If we come in here and we put in favorite soccer team
7:04:43and we come back to conditional logic, okay.
7:04:45And if we go right here because you see it now pops up,
7:04:47whatever's on your form is going to pop up. Here we go.
7:04:49His favorite soccer team is equal to you know Real Madrid.
7:04:52And you can do and or you can really pick whatever you want here.
7:04:55But then what we could do is we could say
7:04:57send them to this URL and it could be like, thank you very much.
7:05:00I mean, you can go crazy with it.
7:05:02It could be a message you display, or it could just get rid of them altogether.
7:05:05And the point of this is just to segment your leads.
7:05:08So obviously I don't have a form that has favorite soccer teams.
7:05:10But the idea is, is if you want to disqualify people
7:05:13and you want to make sure you have a tiger sales process,
7:05:15or your clients only want people that want hot water installs,
7:05:18this will immediately get rid of those people that you don't want.
7:05:22So this can be very, very powerful if you want.
7:05:24And again, you just have to put in what you want.
7:05:26You fill out your form the right way,
7:05:27and then you can put a URL or whatever you want and then you're done.
7:05:30So in this goes through, do you want a email notification on this form.
7:05:33And you can fill out the subject, the email, who it goes to,
7:05:36you can put to a bunch of people and then whatever.
7:05:37And then what you can also do is you can send an auto responder
7:05:40as opposed to going in automations and doing this.
7:05:42This will send the person to email as soon as they get this.
7:05:45And these are just some simple notifications you can set up.
7:05:47So remember email is to you.
7:05:49Autoresponder is to them.
7:05:51So that's basically all of the regular parts of the form.
7:05:55Now last but not least, if you come right up here you will see style and options.
7:05:59Just when you thought it was done.
7:06:00There is more bonus and more.
7:06:02But basically what this is, is this is the look and style of the form.
7:06:07So first we have styles.
7:06:08This is how do you want your form to be laid out.
7:06:11You have box that you have line.
7:06:13I mean it's literally everything the width to make it bigger,
7:06:15smaller, taller, whatever you want.
7:06:17You can add any sort of padding to make this look good.
7:06:20You can add
7:06:20margin, your colors in background, you can change the color of everything.
7:06:24You do whatever you want.
7:06:25Again, all of the things you want are right in here.
7:06:28It's just so obvious and I'm going to still go through it.
7:06:31You pick background image.
7:06:32That's if you want an image on the background of this header image okay.
7:06:35Miscellaneous is if you want your agency branding.
7:06:37If you have the white label version, it'll pop up right there.
7:06:40Then you have advanced settings, which is just going to be some stuff
7:06:42that's with the fields that goes even more in depth.
7:06:45You're most likely not going to need that.
7:06:46But if you do, it's all right here for the input field. Okay.
7:06:49Your label, you're shortly a placeholder than any custom CSS
7:06:52if you want to add that.
7:06:53Okay, so that is what all the styles are.
7:06:55It is just a way to make the form look different.
7:06:58Then we have themes.
7:06:59So back earlier I showed you the templates.
7:07:01We can apply these very easily and change the forms.
7:07:04We could go right here and go I want Animal lover.
7:07:06We click use theme. We click proceed.
7:07:08And now what it's going to do is boom.
7:07:09It's going to change the look and feel of the theme, which is actually pretty cool.
7:07:13If you want something really cool and unique
7:07:15and you don't have to do a lot of work, it'll keep exactly what you have.
7:07:17But you can pick whatever you want here.
7:07:19You just follow the instructions, you click Use theme and then you're done.
7:07:22So now we have options.
7:07:24So when someone submits what do you want it to say.
7:07:26What's the thank you message. You want to say hello.
7:07:28Do you want to say, you know go buy my products.
7:07:30You put in the message after they submit because they have to click submit
7:07:33and then it goes into the database Facebook pixel ID
7:07:36this is if you want to do stuff with Facebook advertising.
7:07:38Same with Facebook Pixel events.
7:07:40I have other videos on that.
7:07:41If you're trying to learn Facebook
7:07:42ads, that's how you plug that in and then you have basic form settings.
7:07:45So sticky contact.
7:07:46This is how you basically have it bill into the contact fields.
7:07:49If it's like they already filled it out elsewhere, just pre-populated okay,
7:07:52GDR compliant font.
7:07:54That's if you're in the eurozone, you can look that up
7:07:56at some compliance stuff with the Europa people.
7:07:58And then we have enabled time zone, which is just allowing the time zone.
7:08:02So you pick what you want,
7:08:03you just toggle these on or off, you know, however you want to do it,
7:08:06you just click on and off and then you're good.
7:08:07And then once you have all this, make sure you're always clicking save.
7:08:10That's just very important.
7:08:11Good etiquette, but just a quick recaps.
7:08:13You understand, you come into your form.
7:08:15The first thing you're going to have is elements.
7:08:17These are the building blocks of the form.
7:08:19This is how you create, set form and what you wanted it.
7:08:22Conditional logic is just more settings on set form
7:08:24right here
7:08:25and then notifications is just how to create notifications on
7:08:28when someone submits your form.
7:08:29Then once you have everything on the middle side which is your form, clicking
7:08:33these allows you to edit each individual field that you created
7:08:36over here on the left hand side, and you can add extra stuff right there.
7:08:40Then to make your form look different, okay, and be more pleasing to the eye,
7:08:45you click these up here okay, these little dots and you go to styles
7:08:48and themes.
7:08:50Those two are going to be how you make the form look different.
7:08:53Then options is just going to be some final settings on the form.
7:08:56And from there you're done.
7:08:58That is how forms work and that is how you create them.
7:09:00So now what I want to show you is how to put this on a website
7:09:03or anywhere in high level, because you can put forms really anywhere in your email
7:09:06templates in in your email blasts in your text message blasts.
7:09:10Okay.
7:09:11In surveys, on websites, on funnels like you really can put it anywhere,
7:09:14but I want to show you how to put it in, and then I want to show you
7:09:16where to find your submissions, because I think this is really important.
7:09:19So what we're going to do to add anywhere is you
7:09:21click integrate and you're going to get multiple different options
7:09:24clicky sidebar, polite slide in, pop up and inline.
7:09:27And right over here you have some settings on each of these you can activate.
7:09:30And then right here is where you get.
7:09:31So you can copy form link which is just a link to this.
7:09:34Or you can copy embed code and put this in code and embed it somewhere,
7:09:38which could be on another website or wherever, which can be pretty cool.
7:09:40Okay.
7:09:40So what we're going to do is we're just going to pick this one
7:09:42right here and we're going to copy form link, and we're going to click done.
7:09:46And then we're going to come over to our website.
7:09:48And we're just going to add this right. Like this.
7:09:50We're going to click make an appointment.
7:09:52And we're going to scroll right down.
7:09:53And the button actions is going to be website URL.
7:09:56And then we're going to click this right here I'm going to paste this right in
7:10:00like this. And then we're going to click save.
7:10:02And then what I want to show you here
7:10:04which is really cool is this live and how this works.
7:10:07I'm also going to show you how to put in a pop up
7:10:08or however you want to do so when you have this.
7:10:10Now when someone clicks make an appointment.
7:10:11It now pulls up the form with the doggie or the wolf or whatever that is,
7:10:15and then you just fill in your info and then you're good to go.
7:10:18So you can really add these forms anywhere.
7:10:21But what I want to show you is to do it for pop up.
7:10:23So we click this right here.
7:10:24Let's do copy embed code.
7:10:26And then what we're gonna do
7:10:27is we're going to come right back here to pop up settings.
7:10:29And we're going to add this right in here. So we're going to add row.
7:10:32We're going to add this and we're going to add element.
7:10:34And we're going to do. I'm going to do form.
7:10:36We're going to put it in right here.
7:10:38And then we can just select.
7:10:40So you have a bunch of different options for putting form
7:10:43since you can always do the link okay.
7:10:44Just like I showed you. And you can copy the code, copy the form.
7:10:47You could do this on other websites not just on GL,
7:10:49but you can also just select these within go High level which is really cool.
7:10:53We're going to come right back here okay.
7:10:54And we're just going to come right in here.
7:10:56We're going to click Add Elements and we can just add forms.
7:10:58You can do this really anywhere.
7:10:59And look at this boom.
7:11:01It is now said form that popped up.
7:11:04And you can add this really anywhere in go high level which is really really cool.
7:11:07And you can come right into pop up settings.
7:11:09And what you can do is you can add a form in here.
7:11:11So now this pop up pops up on the page.
7:11:13So if we save this you will not have forms popping up on your page
7:11:17which is really cool. Boom.
7:11:18Look at that.
7:11:19It pops up now just on the page just the way we like it and we fill it in
7:11:22and then we're good.
7:11:23You don't wanna have a background that looks like this is a terrible design.
7:11:26I if it's going to be on a website,
7:11:27like I'm obviously just testing this, don't actually put your form like that
7:11:30with a dog in the background, even if you are like a
7:11:33a pet groomer or something like that and make it look a little cleaner,
7:11:36he looks very bad.
7:11:36But now what I want to show you to do, now that you know how to build your form
7:11:39and you know how to put your form anywhere on go high level and really just,
7:11:42you know, have car Blanche here.
7:11:44I want to show you where the submission goes
7:11:46and how the back end works so you can understand this.
7:11:48So we're going to come right in here
7:11:49and we're going to click all of this jolly stuff.
7:11:52So we're going to do.
7:11:5305678771.
7:11:57We're going to put our email which will be Declan Wizard.
7:12:01And then we're gonna do favorite soccer team we're going to do and click this.
7:12:05And then we're going to green and we're going to click button okay.
7:12:08Obviously that was supposed to say submit.
7:12:10But for the test we just put that in there.
7:12:12So now what we're going to do is we're going to show you
7:12:14how to see where this format spent.
7:12:16So wherever you have your form it has to go somewhere.
7:12:18The data has to go somewhere.
7:12:19It doesn't just go into the ether, it goes into the back end of high level.
7:12:21So if we come back in a high level
7:12:22and we come right back up to forms, you come right into submissions, okay?
7:12:26And look at this.
7:12:28It now pops up with all of my info and you can see it right here.
7:12:33So you now have a database of every person that submits form.
7:12:37This is really important guys for building email lists, text messages, having data.
7:12:41But it's all right here on high level which is amazing.
7:12:44So if you have any questions
7:12:45or this is confusing, please drop a comment down below.
7:12:47I don't want anyone being confused. I want you to match this.
7:12:49This is a very, very important part of high level.
7:12:51They think a lot of people miss over.
7:12:52And I just want to make sure you understand everything.
7:12:55Last but not least, I just want to show you what you can do
7:12:58once you have this all set up. And that is with automations okay.
7:13:01So we're going to come right in automations.
7:13:02And I'm just going to show you this very quickly.
7:13:04If you come right into automations,
7:13:05I just want to show you that you have a form submitted trigger
7:13:09where you can pick the exact form you want.
7:13:12Okay. Remember, test form.
7:13:14And what you can do
7:13:15is anytime someone submits this form, you can come in and you can send email,
7:13:19you can send text message, you can put them in another automation.
7:13:21You can literally do anything off this.
7:13:23And I'm trying to get you to kind of
7:13:25open up your mind and get your creative juices going here.
7:13:27Because once you understand this, you realize that anytime someone submits
7:13:31the form
7:13:31that we just created a bunch of different stuff
7:13:34that can happen, and this is how you automate
7:13:35your onboarding and you do so much other amazing stuff.
7:13:38So now that we've gone over forms, now I want to go over surveys, okay.
7:13:41And I promise this will be much faster because it's so similar.
7:13:44And it's really just a couple key differences.
7:13:46So we're going to do is we're actually going
7:13:47to pick from a template because I think for service it just looks cooler.
7:13:50We're going to come right in here and we're going to do this one right here.
7:13:54We're going to click this. And I'm going to click continue.
7:13:56That way you're also seeing how to use templates
7:13:57and build it from scratch give you that multi-dimensional approach.
7:14:01So with the way surveys work is they go from slide to slide.
7:14:05See the form is just one form.
7:14:06You fill it out, it's emits surveys, it's slide after slide.
7:14:10And you can just click Add Slide.
7:14:12And you can continually add slides
7:14:13and make this as long as you want and put in whatever questions you want.
7:14:15How much money do you make a year. What's your favorite rubber duckie.
7:14:17You know, what car do you drive?
7:14:19How do you, you know, exercise whatever you want.
7:14:21You can just add it in here. It's it's literally whatever you want.
7:14:24Now what I'm going to show you right here is it is the exact same thing as forms.
7:14:29Yes. The same thing I just went over applies.
7:14:31You pull from the left.
7:14:32Okay. Add custom fields.
7:14:33If you don't, it'll come right into the middle.
7:14:35You click these right here and you edit it right on the right.
7:14:37It is the exact same thing.
7:14:39So I don't have to go over that because you now know.
7:14:41And if you don't know, please go back earlier in the video and watch that
7:14:44because it is the same for forms, surveys and quizzes.
7:14:46It's the same builder, the same building block and the same rubric for all three.
7:14:50So you pick what you want.
7:14:51But the difference is, is in the way that this goes through.
7:14:54So again styles and options
7:14:56you have the styles which edits the way the form looks.
7:14:59Same with themes.
7:15:00You can switch up the way you want your survey to look, but then in options
7:15:04you have a couple different things you can add in.
7:15:07This is where it gets a little bit different.
7:15:08Okay, so on submit, same as before,
7:15:10you know how that triggers goes through once they submit it.
7:15:13But then what you can do is you can disqualify people,
7:15:17but you can disqualify people based on what they say.
7:15:19And you can send certain messages and disqualify after they submit.
7:15:22And that's where a couple of different things kind of lay in.
7:15:25And you really pick, you know, what you want message is URL.
7:15:28And then these are just the same except for surveys.
7:15:30And these are the same as all the other ones except survey settings.
7:15:34You have a different kind of building block.
7:15:36So just to be clear, it's the same thing across the board as forms.
7:15:39Except for these couple things I'm showing you.
7:15:41And one of them is in survey settings.
7:15:42So if you want one question at a time, or do you want all of them lined out.
7:15:46So remember before I showed you this.
7:15:47Just a question slide question
7:15:48sticky contact where we talked about that back button.
7:15:50This allows them to go backwards in the survey
7:15:52if they want to check the previous question, which I recommend
7:15:54having on auto navigation,
7:15:56this is just being able to them to navigate automagically.
7:15:58Progress bar.
7:15:59This is pretty cool because it shows them how much progress they have made.
7:16:03Okay, so it will be like okay, how far are they going?
7:16:05I don't know why it's not popping up in here.
7:16:06I think we need to add it, but that just shows them,
7:16:08okay, you're 20% of the way, you're 30% of the way, which can pretty pretty cool.
7:16:11You can disable any sort of animations if you're using a template.
7:16:15It may have an animation.
7:16:16Once you go through the next slide, it'll just go right back to the Top
7:16:19Gear compliant font.
7:16:20We order
7:16:20whenever that and then enable Time Zone and then footer HTML
7:16:23if you want to add up to the footer, but it's the same thing.
7:16:26Other than that.
7:16:27So you just decide how you want this to work, okay.
7:16:30And it's the same building block.
7:16:32Except the difference is is like we said before, surveys are for the gathering.
7:16:36Feedback forms are just for information.
7:16:38So if you have, let's say just got someone on your marketing service
7:16:42or someone went through your lawn care,
7:16:43you could create a survey form in order for them to figure out
7:16:46what did you do right, what you do wrong, how can we improve this?
7:16:48Or if someone quits your business, they leave.
7:16:51You can have a survey to figure out what's going wrong or them or down sell them.
7:16:54Surveys can be used incredibly powerfully for service based business owners.
7:16:58If people want to leave
7:16:58or cancel a retainer and not go through with something,
7:17:00a survey oftentimes can bring them back and sell them.
7:17:02But it can also get valuable information to improve your product.
7:17:05And that's what a lot of people don't understand, is
7:17:07your people will tell you where it's going wrong.
7:17:09They give you free help. They don't think this is a thing.
7:17:12But oftentimes surveys and these little data points will help you gauge, okay,
7:17:16where you're at with your services.
7:17:17So that is really what this is for now to integrate this
7:17:21the same exact thing except you only have embed and link.
7:17:24So we're going to do is we're just going to get this link right here.
7:17:27We're going to copy this right here.
7:17:29We're gonna come over to our website.
7:17:30Okay. Going to go right into this button.
7:17:33And we're just going to do the same thing we did before,
7:17:35except it's going to be said survey.
7:17:38Obviously if it's the service you want to say. Click here to do survey.
7:17:41Pick whatever you want. We're going to save this. Now.
7:17:42We're going to edit it so we can see what it does okay.
7:17:45We're back in here. We're going to click Make Appointment.
7:17:48And now we're going to see the survey that we created right here as a progress bar.
7:17:52It's pretty cool.
7:17:53But this is where we will go through all of that.
7:17:55And it's the same thing as before.
7:17:57Let's try the other one.
7:17:58We'll click this right here and we'll do real estate.
7:18:01Let's see if that saves. Perfect okay.
7:18:03It popped up. So it's just a little glitch.
7:18:04But this was another one I created long time ago.
7:18:06But this way you can add it in just like before.
7:18:08So you guys are starting to pick up on the pattern
7:18:09that it's the same thing across the board.
7:18:11You get the link, you put it in and then you're good to go.
7:18:13One thing I actually want to show
7:18:14you really fast back on here is doing embeds, in case you didn't.
7:18:18I'm saying because you can add these into other people's websites.
7:18:20If you're using WordPress, Squarespace, HubSpot, you can actually add these in.
7:18:23So we're going to do is we're going to copy this
7:18:24and we're going to come right back here.
7:18:26And I just want to show you what you can do here.
7:18:28And by the way, you can add the survey to the pop up too.
7:18:31It's literally the same thing as before.
7:18:33You come in here, you click survey, you drop it in, you pick it.
7:18:36But what we're going to do now is we're going to just show
7:18:38you how to put this in with code.
7:18:39So we're going to do code and we're going to drop this right here okay.
7:18:42Remember every website builder pretty much has a code editor.
7:18:46And it's really important to utilize this.
7:18:48If people have stuff that's not on high level and you can just
7:18:51copy said code that's in here, and you can bring it in
7:18:55and you can just drop it right in here, save it.
7:18:57And then you have now built something that you can have anywhere,
7:19:00which is cool and high level allows the ability.
7:19:02So it's going to look like this right here. We're going to click save.
7:19:05And then when we view it's going to pop up. So check this out.
7:19:08So we come in and refresh the page and boom there it is.
7:19:10It's just plopped right in.
7:19:11And that was using code.
7:19:12And you can do that on any platform
7:19:14because they all have those little code editors.
7:19:16And you take it, you drag it, you drop,
7:19:17you copy and paste the code you have and then you're good to go.
7:19:20So really what I'm just showing you
7:19:21is there's multiple different ways to add these to websites and whatnot.
7:19:25So now that we have this done, I wanted to show you with submissions
7:19:28and a little bit of analyze says Declan, we're going to do.
7:19:31030567889.
7:19:34We are going to to many eights.
7:19:36And then we're going.
7:19:37To do let's do Declan com.
7:19:40That's not the content words do that say 50%.
7:19:42It shows you right there. Pretty cool.
7:19:44We're gonna come right here. We're going to click White Hart Lane.
7:19:46We're going to do front world technical out in front Royal.
7:19:49But 22560 country.
7:19:52We're going to do United States.
7:19:55Let's go all the way down and get that States single family.
7:20:00We clicked that member. That's the thing to make sure you're not a robot.
7:20:02So you pick whatever you want.
7:20:03And once you're done you click submit.
7:20:05Guys, I'm just walking you through this
7:20:07just so you have that better knowledge because it will help you a lot.
7:20:10So now that we have that submitted, I want to show you in submissions
7:20:13and analyze how this part works.
7:20:15So again, just like forms you get all the contact info in submissions.
7:20:19Remember guys, when it gets submitted your info will be right in here.
7:20:23So we come in, we go, cool I like this, but then something I want to show you here
7:20:27that's that's that
7:20:27didn't show you in forms is analyze which is the data and metrics
7:20:30on your surveys or forms, which can be awesome.
7:20:33You can see all these little things about it
7:20:35that you didn't quite have, which is all right here.
7:20:37So you can check out, you know, a completion time, total views.
7:20:39And they will all be right in here.
7:20:42It's a very straightforward.
7:20:43And that's how you get all of your data.
7:20:44So last not least I just want to show you again the power you have in automations.
7:20:49Remember what I said before you can come in here,
7:20:52you can pick the exact survey we just created.
7:20:55And you can then do anything in go high level off of this.
7:20:58Guys, I'm just showing you what's possible
7:21:00because a lot of you guys set one thing up and then you leave it.
7:21:03And you don't realize that
7:21:04if you create the system, it's less work for you and you get more money.
7:21:09Like, I'm just speaking in very clear, simple terms
7:21:12because you can automate almost everything AI and automation.
7:21:15And with surveys you have that ability.
7:21:18So now we're going to go over the last part which is quizzes.
7:21:20So it's very similar to forms of service except there's a scoring element
7:21:23because it's a quiz. So I want to go over that to.
7:21:25So it just makes sense. So we're going to go into quizzes.
7:21:28We're going to click Add Quiz.
7:21:29We're going to start from scratch.
7:21:30And we're just gonna do it the old fashioned way.
7:21:31So same exact layout as forms and surveys.
7:21:35But there is one key difference because I'm not going to go in all this
7:21:38because it's just one key difference is that you have a scoring element.
7:21:41And then after page you need to edit because it's a quiz.
7:21:44All right.
7:21:44So now what we're going to do is we're going to do multiple choice.
7:21:47And we're going to edit this. We're going to click this same thing as before.
7:21:50You pull from the left edit on the right.
7:21:52So I'm gonna come right in here.
7:21:52We're going to do do best see em okay.
7:21:56Then we're going to come right down here.
7:21:58And this is how you're going to edit your options.
7:21:59So what we're going to do is we're going to do go high level going to do HubSpot.
7:22:04And we're going to do Salesforce.
7:22:07Now what we're going to do with these is we're going to give these points.
7:22:11This is how this works.
7:22:14You have to create a point system.
7:22:16So this actually has a value.
7:22:17Otherwise the quiz is just random and it has no point.
7:22:20So we're going to do overall only.
7:22:22So let's do we'll do ten we'll do zero.
7:22:25And for Salesforce and you can add categories can do all kinds of stuff.
7:22:29We'll just do zero okay.
7:22:30So then what we're going to do is we like this.
7:22:32We're going to add one more part of this okay.
7:22:35Which is going to be a yes or no okay.
7:22:37So we're going to click this again guys you put in whatever you want.
7:22:40I'm just throwing this in here as a test.
7:22:42We're just going to do is go the best okay.
7:22:45Obviously no one's going to make a quiz like this. Come right down.
7:22:48We're gonna do yes.
7:22:49We're only and we're going to do ten.
7:22:51And then for.
7:22:52No, we're just going to do.
7:22:53Only and have it as zero and jump to
7:22:55by the way just makes it jump to another question.
7:22:57So if they pick something it could just jump to a whole nother question.
7:23:00You just pick whatever you want here and then you delete it like that okay.
7:23:03So then we're good to go. You can go as crazy as you want.
7:23:05You can add as many pages. It's as simple as that.
7:23:07And you just click exactly what you want. You pull from here.
7:23:09You put the score value for each of them and then you're done.
7:23:12Drop a comment down below if you're confused.
7:23:14Recipe for free on Facebook, whatever.
7:23:15Instagram if you have questions because a lot of people
7:23:17get tripped up over this, but you just want to make sure
7:23:19you put in what you have, and then you give it a score.
7:23:23And right up here, the same exact thing.
7:23:25Style options and then quiz settings is literally exactly the same as the rest.
7:23:28So it's the same thing except for this part.
7:23:31And then the next part I'm about to go into.
7:23:32So you put in whatever you want.
7:23:34Once you have your quiz fully built on, you like everything you got,
7:23:38we then have to edit the result page.
7:23:40So we're going to click Edit Template.
7:23:42So the way this works is you're going to click things on the right hand side.
7:23:46And they're going to be bunched into groups.
7:23:48And then you're edit it on the left. So it's like reverse of before.
7:23:50So we're going to start with this up here.
7:23:52So right up here you can make this any which way you want.
7:23:54You can add a logo and you can add logo width and dimensions.
7:23:57You can get rid of this right here and add whatever you want.
7:24:00The sizing simple stuff margin padding up down side to side.
7:24:04You guys already understand this.
7:24:05So these are just all the edits on the header of said quiz.
7:24:10Then right in here let me click this.
7:24:12We now are going to edit this part which is going to be
7:24:15what score did you get on your quiz.
7:24:16So in here you can change the colors of everything.
7:24:18So right in here you edit exactly what you want it to say score settings.
7:24:23What do you want this to be configured.
7:24:24Do you want to show the overall score?
7:24:26Do you want to show tiers?
7:24:27It's basic editing, margin padding.
7:24:29Move it around side to side and then background color how you want it.
7:24:33So again, I'm not sure what you guys want in this,
7:24:36but you just go through and you pick and you edit.
7:24:38It's as simple as that.
7:24:39And you really click what you want on and off.
7:24:41And then in score tiers, it's going to be these little things right here.
7:24:44And you can edit them so you can change the color okay of what you want it to be.
7:24:48You can change the label.
7:24:50So we'll do low. So you pick the label okay.
7:24:54And then you pick the percent.
7:24:56So what do you want it to be from.
7:24:57So anyone that is in from 0 to 39% is categorized as low.
7:25:02Anyone from 40% to 79% is categorized as medium.
7:25:05And anyone from 80% to 100% is categorized as high.
7:25:08Drop a comment down below if you have any questions on this.
7:25:10But it's so straightforward, guys, you can edit every little part
7:25:13of this quiz, making it look beautiful and awesome.
7:25:15So just go through play with this how you want it. Delete what you want.
7:25:18Add what you want and configure this.
7:25:20Probably so you see how you want this then right in here okay,
7:25:23you can add more stuff in the body or the CTA.
7:25:26Just depends on what you want. You go through.
7:25:28You add in buttons guys it's really whatever you want.
7:25:30It's very, quite simple button style
7:25:32margin padding when you go to that because it's the same thing on every one.
7:25:35And then default quiz, you have basically your foot or part where you can
7:25:38add social media links and anything else you want.
7:25:42So it's so straightforward, it's so basic.
7:25:44It's really not that crazy.
7:25:46It's just a super simple building block for you to create quizzes
7:25:50and you go through it.
7:25:51You follow how you want, you edit it, and then you're done
7:25:53and you can make it look over which way you want. And you click save.
7:25:56You click save up here and right as before, in all the other things
7:25:59we've done today, you click integrate and you either embed or put it as a link.
7:26:03So we're going to do is we're going to take this as a link.
7:26:05So we come to the website builder.
7:26:06There actually isn't an option for quiz.
7:26:09You can't just add it in like the other one.
7:26:11So what we're going to need to do is we're gonna need to add it as a link
7:26:14or embed it as code, which you already know how to do.
7:26:16So I'm just going to show you right here, I'm going to come right here,
7:26:18I'm going to go all the way down here website URL.
7:26:20And we're just going to paste our quiz in there.
7:26:24We're going to click save. And then you're good to go.
7:26:26So it's very similar to the other ones except it doesn't have that element
7:26:30where you can just slap it in and select like you did with forms and surveys.
7:26:33You actually have to add it as a link or embed it.
7:26:35We're going to view our website right here.
7:26:38We're going to click
7:26:39Make an Appointment and boom we're going to run through this real quickly.
7:26:42So we're going to do go high level.
7:26:43See that. Cool. When that go I'm going to click yes.
7:26:45Look at that.
7:26:46100% I did it.
7:26:48So that's how the quizzes work. It's pretty cool. It's pretty neat.
7:26:50And then you can see your score and a bunch of other stuff.
7:26:52So again guys you can see low.
7:26:55So I put in there but you put in whatever you want.
7:26:57You edit it which way you want and you really have ultimate functionality
7:27:00with high level.
7:27:01So you can make this look any which way you want.
7:27:03You can create it. Okay.
7:27:04It's awesome guys, and once you are done, you come right back to quizzes.
7:27:08You go right into submissions
7:27:09and you will see all of the quizzes go so you can grade them.
7:27:11Yes yes yes.
7:27:12Overall score 100%. Awesome.
7:27:14That's where you will see all of your quizzes data
7:27:16and you'll know who got what and who did what.
7:27:18And you can add these into communities.
7:27:20You can add these into courses. You can add these into funnels.
7:27:22You can add these anywhere.
7:27:23The same thing with forms, surveys and quizzes.
7:27:25Also, if you come into automations,
7:27:27I want to show you guys something really, really cool here.
7:27:30You can click this and guess what they have was submitted.
7:27:34So you can actually add in a quiz and then add anything else you want.
7:27:37So if someone submits a quiz, it could then email them a sign up for me.
7:27:40It can eat them a calendar link.
7:27:42It could either mail them a congratulations or text them.
7:27:44You can do whatever you want with high level guys.
7:27:46That is the beauty of this.
7:27:47You don't have that option and that ability to create automations
7:27:50off of this guy's automations and are the future.
7:27:53So make sure you really lean into this so it's going to help you a lot.
7:27:56Forms, surveys and quizzes are so similar.
7:27:59There's just a couple differences between these two,
7:28:01which I want ever in this video just so you understand that.
7:28:04But I really hope this helped and I really hope
7:28:06it has improved your knowledge and know how of this.
7:28:09Because once you get these three guys and you understand this,
7:28:11it will help your goal. High level game. So much.
7:28:14Like no joke, it will help improve everything you're doing by a mile.
7:28:19Hey, I just wanted to say thank you so much for watching.
7:28:21And guys, if you want access to more support and help from me
7:28:25personally, I have something very special for you
7:28:28and that is access to my private community and 30 days of go
7:28:32high level completely for free in the link right down below.
7:28:35So when you click that
7:28:36and you sign up or you upgrade under me, you're going to get access to all of this.
7:28:40So first off, you get access to this entire private community
7:28:43full of winners, as you see here, people landing clients left and right and a place
7:28:47where you can ask questions
7:28:48and actually get one on one support from me 24 over seven.
7:28:53And we do this to basically give you handholding every step of the way.
7:28:57So if you're lost, you can just come to us and we'll help you.
7:28:59And again, it's free.
7:29:01Also, you're going to get access to every single one of my video trainings,
7:29:04client getting systems, high level snapshots done for you, AI agents,
7:29:09sales scripts, AI prompts, and even another top affiliates bonuses.
7:29:13No one else has this on YouTube or anywhere else.
7:29:16And as you see guys, all of this is free.
7:29:19And the reason we have this entire Learning Resources tab is
7:29:22we're just going to give you all the stuff that's already built and done for you,
7:29:25so you can skip a lot of the setups and make this whole process way
7:29:29faster and way easier.
7:29:31And just when you thought it couldn't get any better, well it does.
7:29:34We have seven live coaching calls you can attend every single week for free.
7:29:39I'm talking help with sales, help with go high level learning, go high level okay.
7:29:44Setting up go systems calls with me.
7:29:46The go wizard help getting clients even calls with Don Baptiste as well.
7:29:49Guys, you get all of this for free.
7:29:51That way you have access to my team and me every single day of the week.
7:29:55Free guys, this is one of the main things that's going to kind of determine
7:29:59whether you make it or not with high level, okay?
7:30:02I'm not saying that you can't do it otherwise, but I've seen a lot of people,
7:30:05when they have the right support in place, it makes a huge difference
7:30:09in their high level journey.
7:30:10And that's why me and Dominic Baptiste right here have some of the lowest churn
7:30:15in the go low community, which is proof that we actually help people.
7:30:18Last but not least, I have a program where I give out free clients.
7:30:22You don't have to pay for it. You obviously have to earn it.
7:30:24And it's not guaranteed. It's not a promise.
7:30:25I'm going to do this for you, but I do do it.
7:30:27You can come right in
7:30:28and you can see videos of people saying, I have given them free business owners.
7:30:32Yes, I'm one of the only people that does this.
7:30:34I'm actually the only person that does this.
7:30:35And guys, this is literally so unbelievably valuable.
7:30:40But I only have limited clients and I don't know how long I can do this for.
7:30:43So make sure you get in now while you can because this is the absolute best
7:30:47community okay.
7:30:47So if you guys want access to this, click the link right down below.
7:30:50Either sign up for a 30 day
7:30:52free trial or upgrade under me and I will see you in my community.
7:30:55Guys, it's risk free. It's the best. can.
7:31:02To access or build your community and come into high level.
7:31:05You're going to go right down to memberships,
7:31:07then you're going to come right to communities and you're going to
7:31:09click groups real quick.
7:31:10Before we jump in,
7:31:11I just want to let you know this video is going to be ultra in depth.
7:31:14So take notes and if you have any questions
7:31:16while we're building this, please drop a comment down below so we can answer it.
7:31:19Because there's inevitably any questions here
7:31:21because there's a lot of material we're going to cover.
7:31:23Okay.
7:31:23So first thing we're going to do is we're gonna click
7:31:24create Group is how you going to build your group.
7:31:26These are the basic details to starting your group.
7:31:29So first things first is group name.
7:31:31So we're just going to do sass winners.
7:31:34You put whatever your group is
7:31:35whatever your name is you're going to put it right there.
7:31:37The slug which you are going to have
7:31:38is going to be popular automatically, but you can't edit it if you want.
7:31:41Then for description what we're going to do.
7:31:43So we're going to click copy, going to come right into ChatGPT.
7:31:45And we're going to say please write me a description
7:31:50for my go high level community by base winners.
7:31:55It can only be 150 characters long.
7:32:01If we come right back here, you'll see 150. So that's what we want.
7:32:04We don't want too long. So you're going to put that in there.
7:32:06And what ChatGPT grok Gemini Bard whatever using.
7:32:09It's going to spit something out for you.
7:32:10So you can pop this in right here and you can edit it.
7:32:12You can write it yourself.
7:32:13I'm just showing you a quick way to do it so that from there we got that part
7:32:16checked off.
7:32:16Now we have discovery.
7:32:18So for discovery, I'm not really going to get into this
7:32:20right now because this is going to go in depth on this later in the video.
7:32:23But this is how to use Go Colab to give yourself a ton of free traffic and leads.
7:32:28Leave this on.
7:32:28But I'm going to cover this later when we go over it up here.
7:32:31Hey, then we have branding.
7:32:32So we have favicon, which is a little thing up in the top right corner.
7:32:36So we're going to click that right there.
7:32:38I'm going to come right here. This one will be 40 by 40.
7:32:40We're going to put that one in right there.
7:32:42We have the cover image I'm going to come to my live group right here. It's
7:32:44what they're going to see on go collab or wherever you know a pre-populated.
7:32:48And we're going to click cover image.
7:32:50We're going to just put this right here.
7:32:52You can use Canva to set these up now logo.
7:32:54This is an important one. If you have a group okay.
7:32:57Where you are like the figurehead, like overlord,
7:33:00cult leader, like these online groups are what's fine.
7:33:03You want to put a picture of your face in, okay.
7:33:05If we come back here, that's what I have right here.
7:33:07See? It's up here. It's up here. It's my face.
7:33:09I wouldn't put a logo in because it doesn't have as much pulling power.
7:33:12Communities are more based around people or bigger ideas less than like a company.
7:33:16But again, you can put your logo in, but I just recommend
7:33:18putting a picture of your face in.
7:33:19It just kind of has a heavier pull and people are like, oh, that's the guy.
7:33:22Specially if you're driving traffic from YouTube
7:33:24or any of these other places, you're going to want that.
7:33:26So from there, once you got everything
7:33:27the way you like it, you just do a quick double check,
7:33:30make sure everything is loaded in just right, and then from there
7:33:33we just click create Group and it now creates our group okay.
7:33:36So we are now in your community.
7:33:37So the way I'm going to do this I'm going to start really on the left hand
7:33:40side and work my way to the right to explain what everything does.
7:33:44So you first have channels.
7:33:46This is where conversations based on specific topics are.
7:33:49And within every channel there is a discussion
7:33:53which is a bunch of people posting comments, questions, answers, etc..
7:33:57Now to add a channel, we just come right down here and we click Add Channel.
7:34:00And we're just going to follow these steps.
7:34:01The first thing we're going to do is SaaS.
7:34:03Q and A, but whatever the name is of the channel that you want,
7:34:07then we're going to enter a description.
7:34:08Okay.
7:34:09We'll just going to put sass questions here I want to Ward's Archimedes
7:34:13I know them pretty well.
7:34:14I've also scaled Facebook communities up very high.
7:34:16One of the things that I have learned in communities
7:34:18is if you're going to have channels, if you're going to have live
7:34:20streams, whatever you're having, make it specific to one topic.
7:34:23If you have one thing that's just a smorgasbord of activity
7:34:27and people talking, it gets confused.
7:34:29It makes it harder for your admins, but it also dilutes kind of the resources
7:34:33into where stuff is. And it kind of just confuses people.
7:34:35Have specific topics for specific things.
7:34:38It adds better conversations, it makes it more filtered,
7:34:41and it just works better when you get a lot of people at scale,
7:34:45especially like say you have a wins column,
7:34:46you want to have all your wins in one place.
7:34:48It looks way more powerful. So make them specific.
7:34:50Then right here we can add a hash con I think they call it or channel icon.
7:34:54So for SaaS we're just going to do questions.
7:34:57We'll just do light bulbs for now. You pick whatever you want.
7:34:59Then you can make this channel private.
7:35:01So this could be for specific members. It could not be.
7:35:03And to do that we just toggle this on or off.
7:35:06And then you'll see when we toggle this on
7:35:07it'll show the little lock which is pretty cool.
7:35:09Then we have a read only channel.
7:35:11So this is if you want to turn this on.
7:35:13This is like an onboarding thing where they can only read it,
7:35:15they can't edit it or post, which is actually really, really good.
7:35:18Then you just click create channel.
7:35:20Then from there you will see you now have your channel
7:35:23and you have announcements. Announcements is just there by default.
7:35:26But what you can do for any of the channels,
7:35:28you can click this little cog here, and you can edit exactly what you had before.
7:35:31You can see what members are in there.
7:35:33Then you have settings where you can make the channel private,
7:35:35restrict members from posting, or you can click Delete channel
7:35:37and it will get rid of the channel all together.
7:35:39Now the home tab is just fixed.
7:35:41It's where all the posts go.
7:35:42You can't delete that, it's just a default channel or tab that's going to be there.
7:35:46But all of these are right here.
7:35:47And if you want to add more,
7:35:48you can just click Add Channel and follow the exact same thing
7:35:51that I just went through and add as many as you want.
7:35:54Another thing too, if you have channels
7:35:55that are more important than others, you kind of want a specific order.
7:35:57You can hold these drag and drop and then switch around.
7:35:59So when you have a bunch of channels, this looks good
7:36:01because it can help in my community.
7:36:02As you see, I have a bunch of channels right here,
7:36:04so it's good to have them kind of lined up and looking good.
7:36:06I'm just showing you these real examples,
7:36:08so it kind of makes sense what the end product will look like.
7:36:10You come right in there and you just add them like that.
7:36:12So now that we understand channels we now have to under discussions
7:36:15because this is really the lifeblood of your community.
7:36:17So every discussion will be different depending on each channel.
7:36:21So I get a discussion here versus discussion here.
7:36:23Home will have everything but different channels have different discussions.
7:36:26So if we come in to SaaS community we want to ask a question.
7:36:28This is how you do it.
7:36:29So this is how you post in your community okay.
7:36:31You're going to click what's on your mind Declan or whoever it is.
7:36:34And you're going to plug in your name.
7:36:35So you're going to say, I have a question about AI chat bots.
7:36:41Whatever your question is, you put it right here.
7:36:42Now what you can do is you can add just basic text in here
7:36:45or a bunch of other stuff. So first we're gonna start with text.
7:36:47We can add a GIF or GIF, whatever you want to call it.
7:36:50So you have all kinds of stuff right here, which is pretty cool.
7:36:52And you can even search for it.
7:36:53You can just click it and it then pops up, which is pretty cool.
7:36:55Or you can delete it.
7:36:56Then you can add an image, which is awesome.
7:36:59If you want an image or a post in here, it's like a very traditional post.
7:37:01You just click this, it shows you the exact sizing.
7:37:03You then can add a video.
7:37:04This is where it gets really cool. I'm
7:37:06going to show you a quick pro tip on this because this is really, really cool.
7:37:09So first you can just import a video from your computer and just slap it in.
7:37:13Or what you can do is take a YouTube video or Vimeo video or even a loom link
7:37:17and put it in here and it pops up.
7:37:18This is amazing for YouTube
7:37:19because you can drive more traffic to your YouTube channel and it embeds.
7:37:23It doesn't open as YouTube. So let me show you what I'm talking about.
7:37:25So if we grab a YouTube link and we post it right in here
7:37:28and we click Add link, look what happens.
7:37:30It pops up with an image. It has the thumbnail.
7:37:32It's not just a link. It actually pops up.
7:37:34And if we click this right here, it pops up right here.
7:37:36And we can watch the video in there.
7:37:39Isn't that so cool.
7:37:39So it's not necessarily just going to take them to YouTube.
7:37:42It's going to pop up right there which can get you a bunch of extra traffic,
7:37:46which is just awesome.
7:37:46So you have that option right there. You can then add links.
7:37:49So we can just put in video link, and then we add the link
7:37:53in and the link will then cloak to this text.
7:37:56So we click this and you see right there it is
7:37:58now the video link which is pretty cool.
7:37:59Then you can add any sort of attachment file and then you can add an emoji
7:38:04which is the little faces or whatever you want to your post,
7:38:07which can be pretty cool.
7:38:08Say you got all the options you could possibly or you can even search for it.
7:38:11It's got it all.
7:38:12So you pick from there and then you're good to go.
7:38:15Now that you've got your post configured and you've picked
7:38:17how you want to do, I want to just be a question post.
7:38:18I want to have video image, whatever you want.
7:38:20You then can actually pick the channel you want to post.
7:38:23And so right now I don't have very many channels, so it's not allowing me.
7:38:26But you can click a dropdown.
7:38:27It's going to allow you to post in any channel you want or move
7:38:31that channel, which is pretty cool.
7:38:32So we're going to do is we're just going to publish our first post.
7:38:35So that's how you publish your first post.
7:38:36And there's a couple other things we can do once we publish that post.
7:38:39So we can like it,
7:38:40we can comment on it just like this same exact framework as before.
7:38:43Then we have these three dots up here, which is where we move stuff around
7:38:46so we can copy the link to send to someone.
7:38:47We can delete post which gets rid of it.
7:38:49We can move to a channel which is pretty cool,
7:38:51which say we want to in announcements.
7:38:53Look at this. Boom!
7:38:54It's now an announcement so you can flip flop it.
7:38:56Then what we can do is we can edit posts.
7:38:58We can come right in here.
7:38:59We can edit as is, change it just like we did when we made it.
7:39:02We can in posts and they pop up in the feature just like on a Facebook group.
7:39:06This is really, really handy if you have a lot of people in the group
7:39:11or you want to onboard people and you want to say beginners, start here.
7:39:14So you really want to make sure you dial this in
7:39:16and you pin post and to unpin them you just click unpin
7:39:18and then you're good to go. But what's cool to do is like, is it?
7:39:20How easy was it to get YouTube views from just embedding this thing?
7:39:23It's amazing.
7:39:23So definitely utilize that.
7:39:25So again just quick recap.
7:39:27You build your channels out and in every channel you have discussions
7:39:30and you just follow the same thing
7:39:31to build a channel like I showed you or to post like posts, comments, etc. etc.
7:39:36that's how you do all of that.
7:39:37It's very simple, it's very straightforward.
7:39:40And that way you can build out the way you want your community to be.
7:39:42Now that we've gone through discussion, we now move on to learning.
7:39:45What is learning?
7:39:46Learning is where you have your online courses.
7:39:49If we come right in here to mine and we click learning, we got all these courses.
7:39:53These are where they watch the videos.
7:39:54This is a very valuable part here.
7:39:56So to add a course we just click add.
7:39:58We select the course we have the built out.
7:40:00So we're going to do AI mastery.
7:40:01And then you have course visibility.
7:40:03So you have all members level unlock by now time unlock and private channels.
7:40:08So for all members it's all members have access to this course.
7:40:10Unlock its members only at a certain level
7:40:12which we're going to get into the gamification later.
7:40:14This course is accessible upon purchase,
7:40:16so you can just click this and then decide what currency you want.
7:40:19Then you have time unlock, which is how many days in which you want to do it.
7:40:22So you can pick a channel
7:40:23where only this course goes, where only the people in the channel can go.
7:40:27So you got a lot of different functionality, which is really cool.
7:40:30And then once you have what you want, you just click Add Course.
7:40:32And what it's going to do is going to add your course right here.
7:40:36And you go, whoa, look at that.
7:40:37And then you can click your course and be like, yo, it's in here.
7:40:40How cool is that? So now you have your course.
7:40:42Now I'm already guessing what you may be thinking.
7:40:45If you're a newbie, you may be like, well,
7:40:47he added a course, but how do you make a course?
7:40:49Because I don't even have one frets not young one.
7:40:52I will show you how to do that.
7:40:53So if you want to add, of course you follow this.
7:40:56We're going to go to courses. Okay.
7:40:57By the way this is under memberships.
7:40:58And we're going to click products.
7:41:01Now what we're going to do is we're going to click Create product.
7:41:03So you have two different options.
7:41:04You have to start from scratch which about to go over.
7:41:05And then we're going to import from Kajaani.
7:41:07So if you have Kajaani course builder please use this.
7:41:09It's so easy. You can click it.
7:41:11You can just import your courses super fast like I'll show you right now.
7:41:14Click it real quick. Come right here. And you just follow these basic steps.
7:41:17And it's going to take all of your courses and import them over like so easy.
7:41:21And guys by the way
7:41:22I'm just telling you right now high level is way better than I used to use Kajaani.
7:41:26It's a headache.
7:41:27They have very limited features.
7:41:28High level is infinitely better.
7:41:29And again guys, I used to use Kajaani. It's very, very limited.
7:41:32Whereas high level you got everything.
7:41:35So I love it and I think you will too.
7:41:37So then we click Create product and we click start from scratch.
7:41:39So you have four different options.
7:41:41You have sprint course which says short courses to build gateway to memberships.
7:41:45You have marathon course training.
7:41:46Upskill your audience within your niche.
7:41:48You have membership, nurture and mentor your network.
7:41:51Now I'm going to be honest, I never use any of these.
7:41:53I build your own because it's very easy to convert your own thing into any of these
7:41:57and make it a drip course or whatever you want.
7:41:59It's kind of tricky to fix the course once it's already built, so I always do
7:42:02custom.
7:42:03It's just way easier because a lot of these to change them.
7:42:06It's harder because they're like pre-built.
7:42:07This is just way easier and faster to build your own.
7:42:09So we're going to click start Build Your own and we're going to put our name.
7:42:12So we're going to do SaaS gods.
7:42:14That's what we're going to call it.
7:42:15Click create. And you put in whatever you want.
7:42:17You plug it in your name okay.
7:42:19So now I'm going to go over what all of this does
7:42:22because I just want to make sure that you have a thorough
7:42:23knowledge of how to create courses.
7:42:25So I want to walk you through this.
7:42:26So really you have multiple structures.
7:42:28So you have categories right in here.
7:42:30And then you have posts.
7:42:31So category can be thought of as a module.
7:42:33And a post can be thought as a lesson.
7:42:35So it's the same exact thing.
7:42:36And to add these you just click add and you can either create category.
7:42:39And then here you would just click this to add the lesson subcategory assessment
7:42:43or credential. And a credential is pretty cool guys.
7:42:46This is basically like a certificate that they completed.
7:42:48I recommend you do this just to give like incentive like oh you complete the thing.
7:42:52It just gives them a little bit of dopamine. It looks cool.
7:42:54Plug it in. It's a good idea. It's very easy to do.
7:42:56You just click this and add it in. Okay.
7:42:58So what we're going to do now is we're going to add a category.
7:43:00So we're going to click the category.
7:43:01And this is where we add said category.
7:43:04So by the way the category
7:43:04if you want to see this let's click this right here I'll show you live.
7:43:08This is the category go high level AI.
7:43:10These are the lessons.
7:43:11So now what we're going to do
7:43:11is we're going to come in and we're going to we're going to do SaaS skills okay.
7:43:15Description.
7:43:16You put whatever it in you can select as route category which we just leave as is.
7:43:19Then you have a couple of different things you can do publish which is live draft
7:43:22which is in process locked which is locked can't be released.
7:43:24And then drip which will be released over the next couple of days, weeks.
7:43:28But right now we don't really need to do that.
7:43:30Then we have the image.
7:43:32This is basically the thumbnail of the module, not the lesson.
7:43:35We're going to get into that in a second.
7:43:36We're going to just click this bad boy again.
7:43:38We're going to upload and then look how cool it is.
7:43:40We're going to click save.
7:43:41So now we've created the category or the module.
7:43:46Remember that's the big thing that has all the lessons in it.
7:43:48So that what I just went through is how you create said module.
7:43:52Then within every module we now need to create lessons.
7:43:54So we're going to add a lesson and we're going to do SaaS one.
7:43:57I'm going to click save. Then we're going to click this right here.
7:43:59And we're going to edit this as it. So you have different options.
7:44:01You can upload a video or upload an audio
7:44:03if you have like a podcast, which is pretty cool.
7:44:05We're just going to upload a simple video and we're going to click my device.
7:44:08You can embed code or put links in.
7:44:09You can put YouTube videos in, which is pretty cool. But
7:44:11we're just going to pick this right here and we're going to click upload.
7:44:15While that's queued for processing,
7:44:17just know you can configure the title right here.
7:44:18And then you can add in your description or anything else right here
7:44:23that you want to add. For now, I want to make something really clear.
7:44:25And this is just a little trick I recommend.
7:44:28You can attach files that you do everything under the description.
7:44:31It looks better. You can put links in here.
7:44:32You can put all kinds of stuff. It just keeps it cleaner.
7:44:34Attaching the files changes
7:44:36depending on what you're viewing it on and it can just confuse you.
7:44:39I like to keep everything uniform under description, right under the video.
7:44:42So every time you can just say
7:44:43go to the description and they can look and they go
7:44:45oh there's this prompts, there's resources.
7:44:47It's all right there. So that's how you access that.
7:44:49Then right here you can use current frame as thumbnail.
7:44:52So thumbnail is this thing we're going to come back right here.
7:44:54This is the thumbnail.
7:44:55You can add that in by either uploading image picking whatever you want like I did
7:44:59I just did this AI one.
7:45:00Or you can use the current frame as the thumbnail.
7:45:03So we click confirm and you could put it in anywhere in the video.
7:45:06But look at that.
7:45:06It now has popped up as the current frame.
7:45:09So you can replace it or delete it or delete your post.
7:45:11But what we're going to do here, we're going to make it published,
7:45:13and then we're going to click save.
7:45:15And you can preview it right here to see what it looks like live.
7:45:18And it looks pretty cool. We got everything we need and I'm happy.
7:45:20So we're like okay this is cool.
7:45:21So we're going to come back to the product okay.
7:45:23And then you can add as many of these as you want.
7:45:26One little tip to tell you before we move on to the next part
7:45:28is that with courses and with lessons, you can't just delete the entire course.
7:45:33If you have lessons, you have to have clear courses
7:45:37to prevent you from accidentally deleting your shit.
7:45:39But in here, you can basically delete these very easily by coming
7:45:42including delete post.
7:45:43It's very easy to delete lessons, but to delete an entire module,
7:45:48you have to make sure that all of the lessons are gone first.
7:45:52And also if you have a bunch of courses, you can just move them up
7:45:55and down like this and you have everything.
7:45:56So that's how all of the course building goes.
7:45:59And the lesson building.
7:46:01Now you may be like, okay, we have that, but how do I customize it.
7:46:04Well that's going to go to the next part.
7:46:05So details is how we're going to edit what the course looks like.
7:46:09Now we can move into details which is what we're going to edit the course front.
7:46:13So we have the name.
7:46:13We have the description of what we want the course. We have the thumbnail.
7:46:16So as you come in here, if we go back here
7:46:18and we go back, this is the thumbnail of the course.
7:46:22It's the front image.
7:46:23So we're going to add that in. We're going to click select Upload New file.
7:46:26You pick whatever you guys want this to be.
7:46:28So we're just going to come into downloads and we're going to click this.
7:46:31And then we have customization. So this is the instructor.
7:46:33We come right here we see instructor. It's who is saying the lesson.
7:46:36What are they talking about. What are they doing.
7:46:38You're going to plug that in here.
7:46:40So right here we're going to do instructor.
7:46:41We're going to do go Wizard.
7:46:43You put the name in the headshot I recommend you put a picture of yourself
7:46:47or whoever the person doing the lessons is. Guys.
7:46:49It just makes it look more real.
7:46:51So we're going to put that in right there.
7:46:52Look at me and my robe.
7:46:54And then we're going to do name and then title we're going to do
7:46:58let's leave it like that.
7:46:59Then we're going to just put in your bio sass winner.
7:47:03And then you can put in Logan
7:47:04anything else favicon and then custom code or anything else you want to tweak it.
7:47:07So from there we just click save.
7:47:09And once it say we can come back and we can refresh this and you'll see
7:47:12right here.
7:47:13It now popped up as the instructor, which is really important.
7:47:17You guys want to have this in here. It's really good.
7:47:19It makes everything look better. It also looks professional.
7:47:21I see so many courses where they don't fill
7:47:23this out and it's just like blank instructor.
7:47:24And it's like, dude, guys like just take a little bit of time to do this.
7:47:27And then right here this is the front facing.
7:47:29This is where they can post and do other things like that to ask questions.
7:47:32Okay.
7:47:32So once you have that dialed in that's how you do the front facing of your course.
7:47:37Now this is the second part.
7:47:38We have to edit what we want the course to look like.
7:47:42So I'm going to try to go through this part as fast as possible.
7:47:44This part can take a long time, but this is how you edit
7:47:46what you want it to look like.
7:47:47So like we come in here, we can click this or we can browse system templates.
7:47:50We have a bunch of templates we can pick.
7:47:52We're going to click this one right here the New York theme.
7:47:54We're going to click confirm.
7:47:55And now what's going to happen if we come back here and we click refresh.
7:47:58Look at this. It completely changed the layout.
7:48:01That's because we went in and we customized it.
7:48:03So now once we have customized it and we've changed the theme
7:48:07oh this is pretty cool. But I want to add more stuff.
7:48:09We would come right in here
7:48:10and click customize again guys remember this is under Courses Products Customize.
7:48:14Do you have a couple different things.
7:48:15You have the layout and then you have the sections.
7:48:18The layout is basically what we just picked the theme settings.
7:48:20And you have colors. You have logo placement.
7:48:22I mean you got really anything you could possibly want here.
7:48:25You can edit it and you could save changes if you want it.
7:48:27And then over here when we click out of theme settings we have sections.
7:48:31So this is going to be all of the sections in here.
7:48:33So the header which is this
7:48:34you have the hero which is you know all of this stuff right here to body.
7:48:38And you have lesson progress okay.
7:48:40And guys you can change the colors of anything.
7:48:42So come right here I'm going to click save changes it changes it.
7:48:45And again you have course body like you literally have anything you go possible.
7:48:49You can change the colors of everything the backgrounds
7:48:52I mean you can make this look however which way you want.
7:48:54Right now we're on product as you see right up here.
7:48:56Product is this right here, not this.
7:48:59This is the lesson, okay?
7:49:01People get so confused.
7:49:02Like I edited it and it's like, no, you edited the product, not the lesson.
7:49:06This is the lesson. This is the product okay.
7:49:08So now what we're going to do now that we're like okay I like the way this works.
7:49:11So watch this.
7:49:12Look at that.
7:49:13It's now black up top so you can change however which way you want that.
7:49:16And then you can preview up here and save the thing here.
7:49:18So that is how we're going to edit the product.
7:49:20Now if we want to edit said lesson okay we're going to click lesson right here.
7:49:25And you have a whole bunch of other amazing features.
7:49:27So you have the header.
7:49:28Same thing. We can change this to we wanted to do red.
7:49:30We can click okay and we click save changes.
7:49:32You'll see right here. It will pop up as red.
7:49:35Then you have a lesson.
7:49:36You can pick really whatever you want here.
7:49:38Again fonts colors sizes course navigation.
7:49:41You pick whatever you want that to be.
7:49:42The arrows going back like this up here and then the instructor
7:49:45because every course has a different instructor.
7:49:47So you can pick all kinds of stuff.
7:49:48I mean you can make this completely be whatever colors you want.
7:49:52All black, all gray, different fonts.
7:49:54I mean, you can customize your course to really look almost any which way,
7:49:57which is really cool.
7:49:58And I'm telling you guys right now, if you are very picky on style,
7:50:01you are a graphic designer or you like to make things pretty,
7:50:05you'll want to spend time in here because there's a lot of stuff you can do,
7:50:08and a lot of people are more just like, well,
7:50:10I kind of think I leave it with that, which is fine if you're interested that.
7:50:12But a lot of people think that a lot of people
7:50:13want to make it nicer, but they just don't know how.
7:50:15And they're like the go.
7:50:16High level communities and courses just aren't that good.
7:50:18You can't design them like, yes, you can. Trust me.
7:50:20There is a gazillion features here that you can edit.
7:50:23You just got to go in and play with them.
7:50:24So again guys, you can come right in here. You got the Protestant lessons.
7:50:27And again this is how you make the course.
7:50:30And the modules look a certain way.
7:50:33Not set them up but look a certain way okay.
7:50:35So what we're going to do now that we have
7:50:37everything this way is we're going to come right back to products, okay?
7:50:41We're going to click our Sass God's course.
7:50:42Then we're going to go into offers.
7:50:43So offers. It's just creating an offer.
7:50:45If you're trying to sell this or you're not using a community,
7:50:49if you are not using community, you'll use offers.
7:50:51Otherwise we can just plug it right in.
7:50:52The community comments is where you will see
7:50:54all of the comments, and you can basically edit what settings you want there.
7:50:58Then you have credentials.
7:50:59As you talked about before, if you complete a course,
7:51:01you've got this and then community groups, which you can come in here
7:51:03and you can basically add into a group, or I can go to that site
7:51:06because we're going to be adding that here in a second.
7:51:07So there that's how you created your courses.
7:51:10If you guys have any questions at all, please drop in the comments down below.
7:51:13So just remember the courses is where you can add the products which is the course.
7:51:17And then if you go down here
7:51:18these where you create offers, you have analytics on your course.
7:51:20You can see the course progress the assessments and member
7:51:23analytics revenue analysts. This is really good.
7:51:24Real quick.
7:51:25Pro tip if you have people bullshitting you
7:51:27and being like I watch the videos, this is not fair.
7:51:30Like asking for buttons or whatever.
7:51:32Go in here and look at what they're doing
7:51:33because I've had people where they'll be like, this doesn't work.
7:51:35And they've watched like maybe half of a video.
7:51:38So it's like, you know what I mean? It's like you catch them lying.
7:51:41That's what you do.
7:51:41You catch them lying on 4K.
7:51:43So that's how you do that. Right there is where you see all your stats.
7:51:45Then you have settings
7:51:47which we're not going to go into super in-depth right here,
7:51:49because we're really going to go over the community and client portal settings.
7:51:52But this is where you would control your site
7:51:53settings, your domain, set up, your emails and app settings.
7:51:56But in reality, a lot is going to be done through the community side.
7:51:58So you don't really got to worry about this just up yet.
7:52:01So what we're going to do now is we're going to come back to groups, okay.
7:52:03We're going to go right into Sass winners, and we're going to plug in our course
7:52:08that we just created.
7:52:09So you can see how this entire process work and the circle can be completed.
7:52:14So you come right in here and then we click Add Course.
7:52:16And we come right in here and we find it.
7:52:18We go sass gods. There it is.
7:52:19And we click all members and we add course and look at that.
7:52:22It's right there.
7:52:23And then we can click open and we can see our work in.
7:52:26Look at that.
7:52:27How cool is that.
7:52:28Very ugly course. But remember I breached is just the example.
7:52:30You make it look the way you want it.
7:52:32But that's pretty cool because now you
7:52:34now learned how to add courses, but also how to create courses.
7:52:38This means you can now go into high level and just add as many as you want.
7:52:41By the way guys,
7:52:42a lot of communities cost like 200 bucks a month, 300 bucks a month.
7:52:45High level at the 97 can get you all this plus every other feature.
7:52:49Like, yeah, that's why we love high level.
7:52:50Like it's just so much better and so much more robust.
7:52:53And they just do a lot of stuff better and simpler,
7:52:55and they also have better support.
7:52:56But that's pretty much learning in a nutshell.
7:52:59So just make sure you understand that if you have any questions drop it.
7:53:02And then right here again you can edit move card and do stuff.
7:53:04By the way, move card is just doing this just in case you were wondering okay.
7:53:07So now we move on to members.
7:53:10This is where we are going to have the members in the community,
7:53:13and this is where you're going to let people in and etc., etc..
7:53:15Here they are.
7:53:16Here's each member.
7:53:17You can click right in here and you can change the roles
7:53:19where you can make them admin.
7:53:21You can ban from group or remove from group.
7:53:22And then you have admins.
7:53:23These are the people that are admins of said group.
7:53:27They control post and all that stuff.
7:53:28To make someone admin you find their profile, you click edit,
7:53:31three dots change role and you make to admin and look at this.
7:53:35We now go to admins and boom there I am contributors.
7:53:38These are just people that are posting requested.
7:53:40These are people that have requested join your group.
7:53:42We're going to get into group questions here in a second.
7:53:43You have banned people that you just got rid of me.
7:53:46You don't want it. Then you have invited which are people
7:53:48you have invited in order to invite members.
7:53:50You come right down to invite members.
7:53:52You click this right here.
7:53:53You can either send them a link or you can put in their name,
7:53:55enter their email and then send invite and it will send an invite to their email,
7:53:59which is pretty cool. So that's the members tab.
7:54:01It just shows you where the members are at, who's in there, who's doing what.
7:54:05And it's literally as simple and straightforward as that.
7:54:08And it's pretty cool
7:54:09because you get access to the entire members list,
7:54:11which you can use for email marketing and a bunch of other stuff,
7:54:13and you can ban people and do it right here.
7:54:15So that's how the members tab works.
7:54:18Now we have the events tab, which is probably one
7:54:22of the most important tabs in this tab, because this is how you can communicate
7:54:26with your audience, sell your audience, and do so much more via live events.
7:54:30So if we come on over to my regular group, you can see
7:54:32right here we have different events color coded on different days.
7:54:35And in here if you click these there's a zoom link.
7:54:38And you can use a Google Meet link or whatever you want.
7:54:39So people can join the live and you can have real events.
7:54:42So powerful for community.
7:54:44This is where the real community bonding happens.
7:54:46And it's cool because you can add the calendar
7:54:48and you can see all the dates are right here.
7:54:49But this is awesome.
7:54:50Like this is this is how you really work for me because you sell and build trust.
7:54:54So the way we're going to do this is we come in.
7:54:56Let me see what we like, okay? It's cool.
7:54:58You know, we can change the way everything looks. Okay.
7:55:00We can play with the different kinds of week months.
7:55:03We kind of have the layout which way we want,
7:55:05but then we want to add events, which then comes over here to add events.
7:55:08So you can play with the way it looks, switch
7:55:10the month, all that stuff up on here.
7:55:12But we click this to add an event.
7:55:14An event is one of these and you can make them recurring or whatever.
7:55:17So we're gonna do is we're going to invent time.
7:55:18It's going to be SaaS sales.
7:55:21Plus you put your name in here, you can click the color.
7:55:23By the way, the color is what it pops up right here. This is great.
7:55:25I recommend you color coded start time.
7:55:27This is where you pick the start time. When do you want this to start?
7:55:30When do you want it to end.
7:55:31Then you can come right in here
7:55:32and you can pick the exact time zone you want the mean to be.
7:55:34Then you can pick.
7:55:34If this is a recurring event. This is really important.
7:55:36I have live streams every Monday.
7:55:37We have calls every Wednesday and we have calls every Friday.
7:55:41They are all recurring so people can come on.
7:55:43You want to click this box if you're going to have it every single week.
7:55:45If not, unclick it so they can just hop in and out and then they're good to go.
7:55:48Location is where this meeting is happening.
7:55:51Is it happening on zoom?
7:55:52Is it happening on meet or is it happening on others.
7:55:55And this is where you plug in.
7:55:56So we're just doing com because we're not actually going to put a link in there.
7:56:00Then you put in your description I use zoom by the way.
7:56:02I think it's better.
7:56:03It's just easy to plug it in. As you see right here.
7:56:05They click this.
7:56:05You got a zoom link and all they have to do is click
7:56:07the zoom link and it takes them into zoom and they can watch your stuff.
7:56:09Guys, by the way, communities are such a hack in 2025.
7:56:12Like it's so easy to just rake in the cash if you do it right.
7:56:15Description. This is what you want the description of the event to be.
7:56:17So we're just going to do SaaS sales mastery.
7:56:21And guys remember I'm just showing you like how did the basis of this.
7:56:23But you want to get your creative juices going to think of like
7:56:26how can I really maximize my community is you can have once a month
7:56:30a call where you give away free stuff, then sell people.
7:56:32And the thing that I'm going to get into later
7:56:33in the video is you have unlimited traffic.
7:56:35You can ping everyone. It's not like Facebook where your reach is limited.
7:56:38You can contact anyone as many times as you want,
7:56:40meaning you can drive hard traffic, which is hard sales,
7:56:43and you can just do so much when you own and control your community.
7:56:46There's a lot of recurring money on that.
7:56:48And this is a bulletproof vest against AI for the future.
7:56:52So just know that you can hide location
7:56:53from non tendies and then you can pick the image here.
7:56:56The image by the way is this thing right here.
7:56:58So you can pick what you want that to be right there.
7:57:00And then you can click for all members members of the level or members of course.
7:57:03That way it shows up for people that are worthy or whatever, whatever you want.
7:57:07So you just put it right there
7:57:09and then you can add remind attendees by email one day before, this is awesome,
7:57:12and we're going to get into the email notifications here in a bit,
7:57:15which are pretty set up,
7:57:16but they can send them like that, and then you can hide
7:57:18attendees from group members, which is something else.
7:57:20So we're gonna do is we're going to click next
7:57:22and then you can pick do you want it to be paid,
7:57:24pick what you want or do you want it to be free?
7:57:26Whatever you want you can do free.
7:57:27But again, if you have a paid event which can be great,
7:57:29you can add it right there.
7:57:29And then as you see right there, my meeting has now popped up just like this.
7:57:32They can go in and they can add it to their calendar and whatnot.
7:57:35And if you want to get rid of it, you can write it in here.
7:57:37You can either edit it or you can click delete and you can click delete.
7:57:40And it is now gone.
7:57:41So that is how you add in events there.
7:57:44Super powerful.
7:57:45I have my entire calendar juiced up with them.
7:57:47It is one of the strongest ways to sell,
7:57:49but more importantly, build relationships in your community.
7:57:52So now that you understand events, we now need to move on to the leaderboard.
7:57:58This is the gamification of the entire community.
7:58:02This is really important and this is extremely powerful.
7:58:06If I show you right now, this is what it looks like live.
7:58:08It shows you all the names of everyone in here.
7:58:10Super cool, super incredible. It really goes through.
7:58:12And it basically has a gamification
7:58:14to encourage people to answer questions and help each other out.
7:58:17This is very big because this pushes people.
7:58:19It's an algorithm and pushes people to go and engage with each other.
7:58:23Like that's the thing about these communities isn't
7:58:24just like a community where people come in and play with each other and that's it.
7:58:27It has a whole tier
7:58:28list built out to make people engage so that you can win awards, whatnot.
7:58:32One thing I want to let you know if you're like, well,
7:58:34how does this point system works?
7:58:35You can go to this on the high level website here.
7:58:38Game of location points, badges and leaderboard and it will show you
7:58:41the different levels, how the points work, the entire system of the points.
7:58:45What's the point of this? How to get this?
7:58:47I highly recommend you go through and read this.
7:58:49It's so short but it will really get your juices going.
7:58:51Knowing. Okay, how can I properly set this up?
7:58:53Because a little pro tip, and I know I'm sprinkling
7:58:55pro tips out through this video because I know you need them.
7:58:57A big thing
7:58:58about the engagement in the gamification is it's actually incredibly important.
7:59:01I'll tell you why you properly set this up.
7:59:04And then you add rewards or some sort of
7:59:07incentive to the point system.
7:59:11What ends up happening is you get people coming in because remember,
7:59:15it says in here, if you read this, there's like a point for liking,
7:59:18a point for commenting.
7:59:19You'll get people
7:59:20answering all the comments in your group so you don't have to like
7:59:23it can create a system where you do less work because everyone's
7:59:26helping each other out in the committee because everyone wants the rewards.
7:59:28Is this really, really cool way to boost engagement?
7:59:31And it's like, it's so clever.
7:59:33You know, the people who created this
7:59:34and the idea of this because it really builds a better system.
7:59:37People want to help each other out, but they're incentivized to
7:59:40if we come back and do leaderboard to add an award, we can click Add Awards here.
7:59:43And you can put in the names of each level and you can add in rewards.
7:59:47You can add in a basic reward which could be 10% off.
7:59:50It could be free SaaS subscription, it could be whatever you want.
7:59:53You make it up okay, but I recommend you use some sort of lean,
7:59:56something juicy that helps people, not just something kind of stupid.
7:59:58Because if people see that this is kind of just a gimmick and you're just not doing
8:00:02it doesn't really work, but you actually add something in there
8:00:04that's meaningful, it's good, and it helps.
8:00:06I think, too, is you can change the names of this.
8:00:07So suppose the level one, level two, you can come in right here.
8:00:10You can click edit.
8:00:11And what we can do is we can do SaaS boss.
8:00:14And that could be level one.
8:00:15And then we come back here we click save
8:00:17and then we come back and boom look at that level one SaaS boss.
8:00:20You can even get rid of that.
8:00:21You just add whatever you want, which is cool.
8:00:22Again it helps distinguish it from the normal way this works.
8:00:26Then you have your about.
8:00:28This is pretty cool.
8:00:29This is going to be the about thing that they see on go collab,
8:00:32which is this right here.
8:00:33It can pop up and when they're on Google Laboratory
8:00:35and get into this it can have this pop up, which is cool.
8:00:37You don't want to play with this. And so we come back.
8:00:39We come back here, we can add all kinds of stuff.
8:00:41So we can add a basic, let's say, you know, picture on our computer.
8:00:45Or we can add a video.
8:00:46So it could be like an onboarding video or a sales video.
8:00:50It could be a YouTube video.
8:00:51So we come right here and we add link boom.
8:00:53It pops up. How cool is that. And then we save us.
8:00:55Now we have this video that like embeds and watches like it's so cool.
8:00:59And you have all these things you can write about.
8:01:00We are SaaS bosses.
8:01:04Whatever you want, you add in whatever you want.
8:01:06It is cool and it's as simple as that.
8:01:08And you now have all these different
8:01:09options to really make your community juiced up in front facing.
8:01:12I really recommend you guys play with this because it will change a lot.
8:01:16Okay, like I see,
8:01:17I see a lot of people that come into the community
8:01:19don't really juice this up properly.
8:01:20Add this stuff in, it's going to make everything better.
8:01:22It's going to make everything cleaner.
8:01:23It's going to work wonders.
8:01:25So I recommend you check it out because it is awesome.
8:01:28So now that we have that and we have all this stuff, good,
8:01:30we're now going to move on to the last part.
8:01:32And then up here we have the chat feature where you can click this.
8:01:34You can actually chat and you can see all of your conversations.
8:01:37Just like this is pretty cool. You can search for members.
8:01:39You can carry on entire conversations here or go to members.
8:01:42Okay. Find the member you want.
8:01:43You're like, hey, I want to talk to Declan. He's so cool.
8:01:45Click chat and then you can start chatting with Declan or wherever you want.
8:01:49That way
8:01:49there's a whole feature for you to chat and message back and forth, which is huge.
8:01:52Guys like so important.
8:01:54You want to be able to chat with people, go back and forth
8:01:56and carry on these conversations so you can do and chat right there,
8:01:59which is a great way for this to all come together.
8:02:03We now move on to a very, very important part, which is the settings.
8:02:07This is very important.
8:02:08This is how you're going to basically define certain things within your group.
8:02:11But now let's go into detail.
8:02:12So details is what we had before when we first started the community.
8:02:17These are going to be the details. So you have group name okay.
8:02:19Which is what we put in SaaS windows.
8:02:20The URL the description which you can edit.
8:02:22All right here. Then you can make it public.
8:02:24So anyone can come in and look at it. You can make it private.
8:02:26So only the people that get accepted accessible
8:02:28from the swisher that is this thing up here.
8:02:30And then allow members to invite new members.
8:02:33This is how if you want to have people start
8:02:34bringing people in, like a referral buddy system big,
8:02:37you want this checked on because referrals can be so juicy.
8:02:40So that's where you can add that.
8:02:41And then when you like what you got, you just click save.
8:02:43Then we're going to move on to subscriptions.
8:02:45So this is if you entire community to have a rice.
8:02:49So you click Add Price and you put in whatever price you want.
8:02:52And then your community has a price okay.
8:02:55So that's where you'll dictate and define the price of said community.
8:02:59So like I want to make a charge this much. This is where you do it.
8:03:01This is pretty cool branding okay. We already went over this.
8:03:04This is the fabric on the cover image, the logo and then any custom code.
8:03:07By the way guys this is where all of the original stuff goes.
8:03:10Like you've already seen this.
8:03:11We did this in the beginning that this is how you go and edit this stuff.
8:03:14You already created themes. This is pretty cool.
8:03:16This is how you change the look of your community.
8:03:19So as you see right here, see how it's changing? Isn't that cool?
8:03:21You can pick the color
8:03:23and then you can put in a custom theme where you can put in all of these custom
8:03:26features to make it look a very specific way like that.
8:03:29Cool. So you can customize and make your course look very different.
8:03:32You can just make it look however which way you want, which is awesome,
8:03:35and then you can do a light theme or a dark theme, which is awesome.
8:03:39And you just pick whatever you want.
8:03:40So you have all these sort of options, okay,
8:03:44so to speak, in your community to make it look any which way.
8:03:46And guys, if you are trying to go far with this,
8:03:48I actually recommend you play with the look
8:03:50because the more different you can make it, the more unique
8:03:53and the more it kind of feels like home to people
8:03:55because people were community beings were tribal.
8:03:57We want to be in our little group, our little space are click, and every time
8:04:00you make it a little bit different, a little more unique, it clicks with them.
8:04:03But basically we have memberships questions. This is really important.
8:04:06These are the questions they need to answer if they want to get in the group.
8:04:09So you can have these or you can not have these.
8:04:10To turn these on you click this.
8:04:12We have to add a question first. But that's how you do it.
8:04:13And we can pick single text multiple checks.
8:04:16And you basically have them answer something.
8:04:17So be like do you promise to help everyone out?
8:04:23Or you put whatever questions you want.
8:04:24You click save and then you kind of
8:04:26do as you add as many as you want, and you can toggle these on
8:04:29and then you can add them here, delete them here.
8:04:30What I recommend you do this approach for adding these is add a
8:04:34like do not spam like respect the community thing.
8:04:37Because if people come in
8:04:38and they've agreed to this and then they disobey
8:04:40that, you have like grounds to really go after them
8:04:42because a lot of people, dickheads, they go through and they kind of
8:04:45want to do their own thing and they want to sell people.
8:04:46You know, I've been there. Everyone does it.
8:04:47But we want to keep your community pure, you know what I mean?
8:04:50It's the way you want it.
8:04:50Because if people are coming in and trying to sell other stuff
8:04:53and snagging your members, you don't want that.
8:04:55No one wants that.
8:04:56And then what I also recommend is you have a question being like, okay,
8:04:59why do you want to be in this group?
8:05:00Like what's your reason?
8:05:01So you get like good reasons, but it's also data.
8:05:03It's feedback.
8:05:04So you can go through and be like, okay, I know what this person wants.
8:05:06If I want to sell them later because they're interested
8:05:08in growing a SaaS business, it just helps you
8:05:10create a multiple choice on that to help.
8:05:12But you definitely want to have a way where you can filter out said people.
8:05:16They may have gimmick.
8:05:17Then we have gamification rewards. We've already gone over this.
8:05:20It's the same thing went through.
8:05:21You can just edit it and add the awards in.
8:05:23You then have links. So I want to show you what the links are.
8:05:26If we go to about the links pop up right here okay.
8:05:29You can plug in a link for them to go out. I'm not using these right now.
8:05:32I don't really see the point when you can put links anywhere else.
8:05:35I kind of want to have this just be like a little board
8:05:37where it makes sense to them, but that's where you would add.
8:05:39You click add link in the description, put the link and it will pop up right there.
8:05:43I'll even just show you right now.
8:05:44Let's click Add Link real quick.
8:05:46I just want to show this to you guys real quick right there.
8:05:48See video popped up. Boom.
8:05:49Takes me to YouTube and there is the video.
8:05:52But we're going to go back to settings.
8:05:53I'll be back to reported content.
8:05:55This is the second and then back to links.
8:05:56Then we're going to go to reported content.
8:05:58What is reported content is content that someone has reported
8:06:00someone's putting something not supposed to be doing.
8:06:02They're doing some no knows this is where it would go, okay.
8:06:04And you just plug it in very simply straightforward.
8:06:06And this is pretty important import. This is the cool part.
8:06:09Now we move on to import.
8:06:11This is a way where you can move your school community to high level.
8:06:15This is awesome because school is good.
8:06:18It's got its perks.
8:06:19But high levels got more perks because high level you can use
8:06:22AI chatbots, you can use automations, even marketing.
8:06:24You got all these other tools to really sell your audience.
8:06:26One of the problems with school is, and if you're a school user,
8:06:29just listen to me very closely because I do think school has its benefits.
8:06:32One of the big problems is, is unless you are driving a lot of traffic,
8:06:36it can be tricky to grow.
8:06:37It's why there's a lot of crappy communities,
8:06:39because a lot of people in here
8:06:41think that if they just put in community, build it, they will come mentality.
8:06:44Not like that at all.
8:06:45With school, you kind of have to be pushing a lot of traffic now.
8:06:48Yes, that's true of any community,
8:06:50but with high level you have the tools to generate that.
8:06:52So if you're beginner,
8:06:53high level communities are much easier to generate a lot of that traffic
8:06:56because you have all these marketing tools in your back pocket to really just cram.
8:06:59You also have landing pages on ads, so you got all the stuff.
8:07:02If you want to import your school community, you would come in here, you'd,
8:07:04you know, follow this first part, and then you put in your school group
8:07:07URL, your school email ID, enter your school password, then click confirm
8:07:12what it's going to do.
8:07:12It's going to take the community, the members and bring it all in your post.
8:07:16So you now have school inside of high level, which is a great way
8:07:21if you guys are on the fence trying to go over this.
8:07:23By the way, I have that 30 day free trial.
8:07:24And if you're interested in learning more about this
8:07:25or if you're on the fence at all, feel free to drop a comment below or dmn me on
8:07:29social media and I will talk to you about why high level is better.
8:07:32But you have that. Then we have discovery.
8:07:34This is how we go over go club and we're going to really dial in on this
8:07:38in a second here, through here.
8:07:39But this is how you can basically hop on
8:07:41go collab, which is basically the same thing as this.
8:07:43It's a page where people can find you organically,
8:07:45but you have to have over ten members and you can turn this on or off.
8:07:48But yeah, you got to basically have it.
8:07:49Then you can put in your URL there, and then from there you just click save.
8:07:53So that's the settings in a nutshell.
8:07:55Those are all the settings. They were right up there.
8:07:57If you ever need to go back
8:07:58you just come back and click them.
8:07:59So last thing in the basic community
8:08:01interface right here it's called the switcher.
8:08:03This is where you can pick all the communities
8:08:04you're part of and toggle in and out of them. Just like that.
8:08:07You just click that.
8:08:07You have a search function, which is really great
8:08:09because you can search for things on your community.
8:08:12Right there you have this little moon thing
8:08:13which is switch to dark mode, to light mode.
8:08:16Then you have this is really important, these dots.
8:08:19Now I'm going to show you how to add this in later under client portal and whatnot.
8:08:23But you can come in here and you can add in other communities other courses.
8:08:26And when they click this it's going to take them
8:08:28to a group of communities and everything they are part of
8:08:30and kind of like log out into their main portal.
8:08:33But then you have affiliates.
8:08:34If you have affiliate programs on a high level.
8:08:36Again, that's another reason why high level is cooler than school
8:08:39is because you can build an affiliate program in high level
8:08:41and have people sell your program and access it from your community.
8:08:44Then you have notifications, all the notifications in your group
8:08:47all and unread.
8:08:48If you click this right here, you can mark all as red.
8:08:50And as you see right here, this will disappear.
8:08:53And then you have your main username where you can manage your account.
8:08:58And this is interesting.
8:08:58This is where you can create your profile for your community.
8:09:03So you can add your name, your title, description, your account, social media.
8:09:07You can add all your links in here, certificates, billing and subscription.
8:09:10If you have anything like that community and chats,
8:09:12it shows you all kind of stuff like this.
8:09:13Users block language settings and then notifications,
8:09:16which is really cool because it's giving you
8:09:17all of the things that you'll need as your user in the community.
8:09:21So I recommend you play with this
8:09:23because you're going to want to to kind of get that part dialed in, so to speak.
8:09:27So it's very, very important. Okay.
8:09:28So that is how you go through all of the basic
8:09:32front facing features and creating your community.
8:09:35That was it. That's how you do it.
8:09:36We walk through pretty much everyone how you build everything out.
8:09:39So that's just how to build
8:09:40the community, build your courses and make it look a certain way.
8:09:43So that was it guys.
8:09:44That was how to do everything,
8:09:46how to click every button, how to edit this,
8:09:48how to build your course, how to build your community,
8:09:50how to do everything inside your community.
8:09:52But now what we need to do is we need to go over the app tutorial.
8:09:55Then we're going to go through some other stuff,
8:09:56because once you see the front facing
8:09:58desktop side, we now want to go through the app side.
8:10:00So let's jump into the app.
8:10:01If you don't know what the app Go collab is,
8:10:02it is the mobile app for the membership communities inside of Go High Level.
8:10:07So I'm going to be going on the phone showing you this. So buckle up.
8:10:10It's going to be awesome.
8:10:10The first thing you're going to want to do on
8:10:12your smartphone is go to the App Store, which is iOS for Apple or whatever
8:10:16Android's is, and you're going to go into Go collab,
8:10:18as you see right here, and it's going to be this one right here.
8:10:20So you're just going to download it and get started. Remember it's go collab.
8:10:23It looks just like this.
8:10:24So go in the App Store and get this ASAP and download it okay
8:10:27so first things first. You're going to go into the home tab.
8:10:29And this is just going to be a place where you can see
8:10:31all of your course progress and basically everything like that.
8:10:34Then we're going to have the discussion tab.
8:10:36And what this is, is this where all your posts are and all of the engagement,
8:10:40the group, you can just scroll down like that
8:10:41and to post you can just click this right here okay.
8:10:44Type in your post test done.
8:10:47Again you can add graphics or anything else down there very simply,
8:10:50just like how it is on the computer.
8:10:52And then you just click post and you can see it right there again
8:10:55you to like, you just click that button right there and to comment you click that.
8:10:59Then we have manage all manage does is let you see all of the members.
8:11:03So you can kind of approve them and not approve them.
8:11:05That's how you let people into the group. You'll just click that tab right there.
8:11:08And then to review is to review any posts that may be sketchy or whatnot.
8:11:12So you can get rid of them.
8:11:13So that's how the entire discussions tab worked.
8:11:16All it is is just the entire community outline.
8:11:19And then right up here you have your channels.
8:11:22So and then right up here by clicking these three lines we get the channels.
8:11:25All the channels are just group chats on a specific topic.
8:11:28So as you see here I have Q&A announcements. Share your wins.
8:11:31And you just click into them and it'll be specific to that.
8:11:33You know just like the desktop it's just in a different place.
8:11:36Right here we click Add Channel.
8:11:38You put the name of the channel in, you put the description,
8:11:40and then you can put the icon in and make sure if it's private or not,
8:11:44it's just in a different place.
8:11:45So that's how you would create channels and access them.
8:11:47Again it's just right through this hamburger right here.
8:11:49Then we have a learning okay.
8:11:50So in the learning tab this is where all of your courses will be.
8:11:54So to access a course to say we want to do how to learn high level.
8:11:56This one right here we just click
8:11:58we can do syllabus or click Start Learning.
8:12:00And then right here you see all of the lessons
8:12:02very simply very straightforward.
8:12:04All like that. You just click into them to watch.
8:12:06I mean it doesn't get any easier.
8:12:07It's the exact same thing as the desktop, just in a different place.
8:12:10Now, to get out of this, a lot of people will click this arrow
8:12:13right here, and then they go, what the heck, there's no courses found.
8:12:15What is this? It's kind of a glitch.
8:12:17You're going to want to click this button right up here okay. Courses.
8:12:19And then you want to click communities and it will take you back to the community.
8:12:22I don't know why they have it that way.
8:12:23It's kind of weird, but that's just the way it is.
8:12:25Then we have more okay.
8:12:26So if we drop this down,
8:12:27this gives you access to all the settings, time zone, email and whatnot.
8:12:30We just click settings this.
8:12:32You can edit your profile right in here.
8:12:34You know what email, what social icons billing and subscription.
8:12:36Then you have chats which is going through the group chats and contacts.
8:12:39So you pick like whatever you want right there.
8:12:41Again, same thing as desktop, just in a different place okay.
8:12:43And then we go back here okay.
8:12:45And then we have leaderboards. So this is really important.
8:12:47So the leaderboard is just the gamification of go collab.
8:12:50So it's just like oh you watched a video.
8:12:52You get five points.
8:12:53So this is where you'll access all of that.
8:12:55All this is, is this is just the vacation of the app.
8:12:58So this is you know, you watch this video,
8:12:59you get this many points, you watch this video, this many points.
8:13:01So simple stuff like that.
8:13:02You just access it down there.
8:13:03You scroll down, you can see what student is ahead.
8:13:06Again, same thing as desktop.
8:13:07This is something that everyone wanted. This is awesome.
8:13:09So you click into this.
8:13:10You can click the event. You have access to zoom right here.
8:13:13How awesome is that?
8:13:14You just click it and it takes you to zoom,
8:13:15so you can go on the live streams that the group has.
8:13:17So this in events is where you're going to see all of the live
8:13:20streams happening and all of like the meetups or webinars.
8:13:23They'll all be through this events tab right here.
8:13:25And you can just go side to side.
8:13:27You just plus you can add them just like this
8:13:29same exact thing as the desktop version.
8:13:32But it's very simple. Real quick guys, I just want to make this clear.
8:13:34This is pretty much the same thing as the desktop, just in different places.
8:13:37And if you have not seen my video on Go high level communities,
8:13:40please watch it because you're going to need to have both the desktop community
8:13:44and the mobile community for this to all work properly.
8:13:46So that's how that works.
8:13:48Just let you know I'm not skimping through.
8:13:49I just want to make sure you watch that first because it's much easier
8:13:51and it carries right through, but I'm just showing you where to access it.
8:13:54And then we basically can log out right there.
8:13:56But when we come back the last two features are you have notifications.
8:13:59So this is just all of the notifications in your group.
8:14:01So you can see who posted who did what.
8:14:03And then last but not least we have the group chat.
8:14:07So right in here you have access to all of the chats okay.
8:14:11And the messages of people.
8:14:12So all this is is a place where you can talk to your students.
8:14:14You can reach out and do them as you see here.
8:14:15So we'll type in Declan, we'll click this and then I can send a message.
8:14:19Hey man check it out.
8:14:21So it's like the way to DM people which is really cool.
8:14:23So now I can go through and message people and it's pretty cool like that.
8:14:26But that's how you'll answer all of your messages again, mirrors the desktop app.
8:14:30So please go watch that video. That's it.
8:14:32Okay guys, that's how you do all this. It's very simple.
8:14:34It's very straightforward. It is not complicated.
8:14:36So that's it really is super simple.
8:14:39It's the same thing as the desktop just in different places.
8:14:41So please watch this again.
8:14:42If it's confusing make sure you download this app ASAP.
8:14:44It's awesome and it's a great way where two
8:14:46you can turn on notifications and then people can message each other.
8:14:49They also have a white labeled app if you're interested,
8:14:52which is actually pretty cool where you can like brand it again.
8:14:55Last thing I want to show you is you can white label the app.
8:14:58It costs money, okay, but it's pretty cool.
8:15:00You can make the app match your brand,
8:15:02your looks, you basically have your own opinion, push notifications.
8:15:05But this is where you would access that.
8:15:06If you have not gone live on the Go
8:15:08Cloud marketplace, you're going to want to do this.
8:15:10You basically come right in here.
8:15:11You just click the group you want and then click Go Live.
8:15:13And it's going to basically allow you to go out to their discovery page.
8:15:16We'll get you a lot of organic traffic.
8:15:18Now that you know how to use the mobile app, I highly recommend
8:15:20you get every one of your users on the app because it will drive engagement
8:15:24like crazy. It's much simpler and much easier.
8:15:26So now that you have your community built out
8:15:28and you understand how to add stuff, edit stuff,
8:15:30do everything, we now need to really increase traffic
8:15:32and go over automations in a couple other awesome things.
8:15:35So in order to increase traffic, this is a really cool thing you do
8:15:37and go to the Go cloud marketplace
8:15:39and you can basically allow your community to be found there.
8:15:43You have to have over ten members.
8:15:44But what this is, is this is basically like their home page
8:15:48where you can be found by other people and it's awesome.
8:15:50This is it right here.
8:15:51You know, you can get found, you can get a lot of free track.
8:15:53Again, you have to have ten members.
8:15:54But I recommend, if you're really trying to grow this thing
8:15:56and get big that you get on here and you put your community in, go clap.
8:16:00It's free traffic like it's free advertising.
8:16:02Big thing too, is they recently got a deal,
8:16:05from what I've heard with Tony Robinson's and Dean grazioso to basically promote
8:16:09Go collab.
8:16:10So more and more people are going to be on here,
8:16:11which means more and more leads or potential leads for you.
8:16:14So I highly recommend, once you get stuff kick started to go in and enable
8:16:17this to be found on the Go Cloud Marketplace, and you just click it.
8:16:21And if you have ten members, it allows you to do it.
8:16:23So now we have that.
8:16:24We have to go over very, very important part which is the client portal.
8:16:29This is really, really important.
8:16:30This is like the fine tuned settings of your community.
8:16:34This is like where we get really nitty gritty on the settings right in here.
8:16:37This is just a basic, you know, portal showing you users who's invited whatnot.
8:16:41You have magic links invite to client portal send log.
8:16:43And this is just sending people some logins very simple stuff like that.
8:16:46But then we go into settings
8:16:47and this is where we set everything up like on the big higher end scale.
8:16:51So first things first is domain setup.
8:16:54This is where you add in the domain because your community has to go
8:16:56somewhere. It has to be live and it's hosted on a domain.
8:16:58So you pick where you want the domain to be taking out the subdomain.
8:17:01Or you can go in and you can add your full domain
8:17:03and it will be a subdomain off of that.
8:17:05So you have to go and you have to pick what domain you want.
8:17:06You have to plug it in.
8:17:07If you don't have anything it'll just say add domain.
8:17:09You can modify it and whatnot, but you need to plug in your domain here.
8:17:12Then you click update domain and then you need to make this bad boy live.
8:17:16So again on the client portal under settings.
8:17:17Under Domain Setup,
8:17:18this is where you set up your community and really make it live.
8:17:22Okay. Then we have app permissions.
8:17:23So this is where we add any of the apps in.
8:17:26So if we come right over here
8:17:28and we click these dots these are the apps right here.
8:17:30These are the apps.
8:17:31You can add a lot of them in here just by toggling these on or off
8:17:35and then clicking save.
8:17:36And this way it kind of pumps that in and gives you extra features.
8:17:40If you want to have affiliates go over contracts, estimates, courses for them
8:17:43to click in the App Store, essentially there's going to keep building this out.
8:17:47So they keep adding these I swear every month.
8:17:49But then you can have your default landing page. So when someone comes in.
8:17:51Do you want it to immediately go to affiliates.
8:17:53You want to go to your course page.
8:17:55Do you want it to go to your community like you pick where you want it to go,
8:17:58and that's where you would add it in right there.
8:18:00So this is where you're going to pick your app permissions.
8:18:02Click what you want on or off.
8:18:04Then click Save Settings.
8:18:05That's up to you. Then we have language settings.
8:18:07This is where we pick the language for the client portal community.
8:18:10Everything right here.
8:18:11And you got a lot of different things you can pick from right in here.
8:18:14You pick what you want it click save okay.
8:18:15Then we have branding okay.
8:18:17This is how we edit said client portal itself.
8:18:19So you got the name that'll be on the portal.
8:18:20This is just the front page that they will log into.
8:18:22This is where you put the name in right here.
8:18:24This is where you put the tagline your color,
8:18:26your other color, and then your favicon, your portal image.
8:18:28It's all right here, guys.
8:18:29And if you're ever confused about anything, drop a comment down below.
8:18:32Okay, last minute. Least we have the email settings.
8:18:34This part is awesome because this is the email default
8:18:38settings and notifications for your entire community.
8:18:41So we have basically the client portal.
8:18:43You can toggle these on or off if you want email sent out.
8:18:45Then we really get into the real ones, which is communities and whatnot.
8:18:48And this has so many different email things that can happen.
8:18:51Basically, what this means is when something happens
8:18:53inside of your community, it will send an email to the user.
8:18:56So we have joined the group okay,
8:18:57we have approved user and remember that this will send them all emails declined,
8:19:00new membership requests declined. Removed by admin.
8:19:03Added to private channel of general new comment on post newcomer
8:19:06apply like on posts, like on comment tagged and post
8:19:09tag and post that everyone tagged in, comment tagged and comment
8:19:11that everyone content reported, new calendar created, and so on and so forth.
8:19:14You got all kinds of stuff and what you can do is you can view this
8:19:17and this is what it looks like right here.
8:19:19And you can leave the default, or you can click default template
8:19:22and then select a template you want.
8:19:26And again guys I have videos on email marketing.
8:19:27But you come right down to marketing.
8:19:29You can create your own templates like yo welcome to the group.
8:19:31And then you would just pick it right there so you can pick that.
8:19:34That's up to you.
8:19:34You can add in or you can just use their default
8:19:36I'll be honest, their default are fine. I don't change them.
8:19:39You don't really need to, but if you don't want them,
8:19:41you just toggle them on or off and then you can click save or whatnot.
8:19:44Well I didn't see this on there. And then you're good to go.
8:19:46So just to be clear you just toggle these on and off.
8:19:48You click this to view it.
8:19:50You can change what you want it to be right there,
8:19:52but in reality you can leave it on and real quick if you're like,
8:19:54why are these on? This is very important.
8:19:56This is how you get way more traffic and engagement to your group.
8:19:59You then have certificates, same thing.
8:20:00You pick what you want when the happens and then courses to just like communities,
8:20:04you can pick what you want in what order to have the email center.
8:20:08Remember guys, these are the email settings.
8:20:09This will automatically send
8:20:11the pre-populated email depending on what you are trying to do and send out.
8:20:15So very important guys.
8:20:16This is like you got to have this turned on. This is a great way to drive people
8:20:19because the last thing you want is a community.
8:20:21You want it thriving. You want tons of people.
8:20:23Because whether you're trying to build trust or sell,
8:20:25that is the perfect breeding ground, the perfect environment
8:20:28for that to happen, a dead group, you're not gonna sell anyone
8:20:30a thriving group or everyone's constantly doing stuff.
8:20:31I was getting notifications is where the dollars get printed.
8:20:34So you got to make sure that you do that in here under client or under settings.
8:20:37Under Email Settings.
8:20:38This is just where you configure the emails that go out automatically.
8:20:42Notifications for the community.
8:20:44The client portal under settings is where you fine tune
8:20:47the little settings of your group.
8:20:49And last but not least, we have branded mobile app. This costs money.
8:20:52This is if you want to have the Go Cloud mobile app
8:20:53branded to your company, which can be cool, but it does cost money.
8:20:56And then you can click Get Started
8:20:58putting your credit card and fill that out and then pick what you want.
8:21:01So that's kind of how you can do that if you want.
8:21:03But again, this costs money. I believe it's like 79 bucks.
8:21:05But if you want to have your own app, this is where you would put it.
8:21:08Okay.
8:21:08So now that we understand everything about community,
8:21:10we now need to go into
8:21:11automating community and some of the stuff you can do.
8:21:13So you're gonna click automations and we're going to be brought right in here.
8:21:15So now we want to do is we want to create workflow.
8:21:17We want to start from scratch.
8:21:19So really what I want to do here is I want to show you what's possible,
8:21:22because there's so many different ways
8:21:24to automate your community and set up things, which is amazing.
8:21:27So right in here, if we click Add Trigger.
8:21:29And by the way, guys, if you have no idea or know nothing about automation, please
8:21:33watch my automations videos. I'm expecting you to know this stuff.
8:21:35If you don't,
8:21:36this is going to be very confusing, but I'm expecting to know this
8:21:38because I'm going to be going over this relatively quickly.
8:21:40So if we come down here, I want to first show you what kind of triggers we got.
8:21:43We have community triggers. We have group access. Granted.
8:21:46We have group access revoked, private channel access granted, private channel
8:21:50access group revoked, community group members leaderboard level changed.
8:21:53So anytime any of these things happen inside of high level,
8:21:57you can trigger a sequence or an automation.
8:21:59So let's say group access granted.
8:22:01So we get someone that gets into the group.
8:22:02So we're going to do group is and you pick any of these for any of those triggers.
8:22:07You then have all the actions you could possibly can create a contact on them.
8:22:11You can put them in a pipeline.
8:22:12You can send them an SMS to them, an email
8:22:14you can call them like there's so many things you can do.
8:22:16This is where school really loses its punching power.
8:22:20And high level is just amazing because if you have a lot of people coming
8:22:22in, these automations can
8:22:23absolutely take away so much of that time and help you scale fast.
8:22:28But I want to show you the specific community related ones
8:22:31so you can send a push notification.
8:22:33You can grant group access, you can revoke group access.
8:22:36You can grant private channel access, you can revoke private channel access,
8:22:39and you can grant community leaderboard points.
8:22:41This is really important because you may not use a trigger for the community.
8:22:44It might be like when they payment fails, remove them from the group
8:22:47because guess what?
8:22:48They need to be removed or whatever you want
8:22:49and you have all these different things you can do.
8:22:51I mean, you can add as many community triggers as you want and you just have
8:22:54so many different options, okay, to automate your process.
8:22:58So what you have to think of is what is my process look like?
8:23:00What do I do?
8:23:01Do I have live streams?
8:23:02Do I have events? How does this work?
8:23:04Because if you have, let's say a product that you sell
8:23:06and they get it and then you give them group access
8:23:09granted or they buy the product which could be payment received.
8:23:13Okay. We plug that in or something like that.
8:23:15Then what you want to do is like, okay, I'm in my group
8:23:17and someone just bought my product, then immediately have upsells going out.
8:23:20So you could then come right in and just blitz them with like send email, send SMS
8:23:24and you have this entire sequence built to just absolutely hammer your leads.
8:23:30Guys. Again, I cannot state this enough.
8:23:33If you start to get traffic and you start to move stuff.
8:23:35Automations and high level are the key to making this work fast.
8:23:39If you're going to be in here and you're going to be doing
8:23:41a bunch of stuff, it will get overwhelming.
8:23:43If you were doing everything manually, you have to set up the robots,
8:23:45the automations to do it for you so you can scale fast.
8:23:48And you just have to think of how this will work.
8:23:50Not if this works because it will work. It's just how this will work for you.
8:23:53Because there's so many different things you can add.
8:23:55There's so many different sneaky things you can take away from you,
8:23:57and you can really automate so much of your community.
8:24:00And if you have any questions on this or you're like, what is Declan talking about?
8:24:03What is the master talking about, just drop it down below.
8:24:05I will help you out with this, but it really is important that you understand
8:24:09that you have all of these features in automations
8:24:12and so many different things you can add in, and so many different triggers
8:24:16and so many different sequences, as you can pretty much automate the heck
8:24:19out of your group. Again, this is huge for scale.
8:24:21You can't do without it.
8:24:22Okay, so now we're going to move on to the last part of this video,
8:24:25which is just pro tips to help you get more engagement and do some mistakes.
8:24:29But again, I've won awards in growing groups
8:24:32that don't allow with Facebook groups.
8:24:33I've done just a lot in the group space in general,
8:24:35so I actually do know what I'm talking about.
8:24:36And I really want to give you these tips because they will help you tremendously.
8:24:39The first one is ultra basic.
8:24:41If you go and you are the admin of everything,
8:24:44you can click at everyone and it will notify everyone in the channel.
8:24:48This is really important, not just because like,
8:24:50oh, you can add everyone, but because of one specific difference
8:24:54than of, let's say, Facebook groups
8:24:55or any of these other communities is the at everyone and go high level.
8:24:58Again, these pre-built community platforms, you can basically abuse it
8:25:02if you aren't the and you don't want to do that.
8:25:04But if you are the admin and what this means is you can
8:25:07add everyone, enable notify everyone, reach guaranteed say on Facebook.
8:25:10If you add everyone, it only adds a couple people.
8:25:12It does not add everyone.
8:25:14This it will add everybody like the reach is guaranteed.
8:25:17It's not an algorithm
8:25:18within here that basically stops it because that's what Facebook is.
8:25:21You have to pay to get reach.
8:25:23You have to do all this stuff and it's really hard with this.
8:25:25It hits everybody.
8:25:27That's why it is so unbelievably powerful.
8:25:29So remember,
8:25:29if you ever have something you want to go out or
8:25:30you have something important at everyone by just going here and clicking
8:25:34at, everyone's going to notify every single person in the channel.
8:25:36I recommend you don't do that all the time though, because if you
8:25:39everything isn't at everyone
8:25:41and everything is a priority, then nothing is a priority
8:25:43and then you know it just you lose your punching power.
8:25:46Okay, next hack that will help you a lot is the use of forms.
8:25:51Okay, guys, this is absolutely killer.
8:25:54I mean, we're going to just come right here. We're going to pick from a template.
8:25:56You can essentially build out these forms and plug them right into your community
8:26:01via a link.
8:26:02And a ton of traffic can get there.
8:26:03This is huge. Same with surveys.
8:26:05If you need to gather information, you need to collect phone numbers.
8:26:08Oh my gosh, this is such a hack.
8:26:10See, with Facebook groups it becomes a little trickier
8:26:12because you have to put a link in and then link carries away
8:26:14and then you get docked points because it's leaving Facebook.
8:26:16And there's all these like annoying little things.
8:26:18With this you can just slap the formula in here.
8:26:20They can go in because it's the high level ecosystem.
8:26:22It's just lets you through that. Let's say we want this bad boy.
8:26:24We're going to save this. Let's say we want to integrate this.
8:26:26We take this right here. We can copy form link.
8:26:28You can even embed the code. Come right in here.
8:26:30And we can just do sign up for my free trial.
8:26:36Whatever you want guys. I'm just slapping this in here.
8:26:38And you can just put the link in there.
8:26:39Or you could just be if you want to be pretty about it,
8:26:41come right here and click Add Link and do Free Trial.
8:26:45Check this out. We're going to publish post.
8:26:47And then when they click this look what happens.
8:26:49It takes them to a form so important. Because guess what.
8:26:52If you take them into the form and you're like I like this.
8:26:55They can put in their information, I get free traffic, boom,
8:26:57you come right over here, you do form, and then you pick whatever form you want.
8:27:01You see the power of this guys.
8:27:02It's just going back into the high level ecosystem
8:27:05so you can hit more people in more ways.
8:27:08It's really hard to do this on other platforms,
8:27:10like school could be any sense because they don't have the entire system
8:27:14on high level. You have everything. That's what I'm showing you. These pro tips.
8:27:17You can take this
8:27:17and you can just
8:27:18juice the living crap out of your group because you have so much more firepower
8:27:22to do it.
8:27:23When you have the whole system, you can, every Friday release a thing,
8:27:25give a lead magnet away, and immediately you're collecting more lists.
8:27:28You're doing more and more stuff, and you're building out all the more stuff.
8:27:30So the use of forms in go communities is a huge pro tip.
8:27:34The next huge pro tip is automating your posting inside of your community.
8:27:39So these bad boys right here, you can schedule and automate these.
8:27:42Again, another reason why High Level has got those heavy
8:27:44heavy hands or hard hitters come right into marketing.
8:27:46You're gonna love this.
8:27:47We come to Social Planner and let's create a new post.
8:27:50I'm going to show you something really cool.
8:27:51So we come right in here and we click socials.
8:27:53You can add your community.
8:27:55How cool is that. So we click let's add this.
8:27:57And we can now go in here and we can schedule posts.
8:28:01So check this out. We want to do a new post.
8:28:03You're going to love this. We can pick okay.
8:28:04We're going to do the announcement.
8:28:06You can even pick the channel that you want to put the posts in.
8:28:09We're going to click this and do free giveaway or whatever you want.
8:28:14You can add a title.
8:28:15You can notify all group members.
8:28:17You really can do so much different stuff here we have the community selected.
8:28:21And then we're going to do is click this right here.
8:28:23And then you can schedule your post and even schedule recurring posts.
8:28:27You can schedule this post inside of your community
8:28:30for every Friday at 3 p.m., so you don't do extra work.
8:28:34How cool is that?
8:28:35You can set a post, which is great if it's like we have a live call.
8:28:38Remember, you can schedule that post so it goes out and it notifies everyone.
8:28:41Everyone goes, I forgot I got to be on the live call.
8:28:43This just is better. It makes stuff more advanced.
8:28:45This is how you really get your time back is you use these automation again.
8:28:48You can schedule it, can send it for approval.
8:28:50You do all these different things.
8:28:51If you want to schedule a post, you can pick whatever time you want.
8:28:54Again, you can make it recurring or you can schedule
8:28:55because this is what's going to save you time.
8:28:57Guys, I don't create these videos just to like throw random knowledge at you.
8:29:01I give you tactics to help you grow.
8:29:03And this is one of those things where I'm telling you,
8:29:05the people who have big communities are not in their heads with me right now,
8:29:07because once
8:29:08you start to get a lot of traffic, it becomes a headache
8:29:10trying to manually do stuff,
8:29:11talk to leads, this that you want to work smarter,
8:29:14not the way you do this is with these kind of automations, these basic things.
8:29:17Schedule your posts out. It helps a lot.
8:29:20So there it is guys. That's how you can schedule it.
8:29:22Very simply. That's a huge pro tip.
8:29:24You just follow that exact thing that I showed you
8:29:25and you can schedule any of your posts work. Okay.
8:29:28The next huge pro tip is
8:29:32if you have a community and
8:29:34it's just a ton of people and you're like, oh, we got to make sure we dial this in.
8:29:38This is what I recommend you do.
8:29:39And you're gonna have to watch my video on this.
8:29:40And this is a little more advanced, okay.
8:29:42But this is how you can create an ultimate sales system within your community.
8:29:48Because in your community, it is kind of hard to figure out
8:29:49who's leads, what's going on, what's not going on.
8:29:52So what you can do is you can build out a nice juicy pipeline, okay.
8:29:54And then what you can do is you can come into automations
8:29:58and you can define certain things and then run them through the Bible.
8:30:01So let's say once group, you know, access is granted in the SaaS winners.
8:30:05You could do update opportunity and we could select pipeline
8:30:08could do whatever you want, and it could be new lead or whatever you want.
8:30:12And therefore every time you bring people in to your community,
8:30:16as opposed to just having a bunch of people come in, you now
8:30:18are having them come into the group but also be plugged in to a pipeline.
8:30:22This is the future, guys.
8:30:23I'm gonna have another video coming out on this
8:30:24that's going to give you like a tactical strategy with a snapshot
8:30:27like this right here is absolutely gangster like,
8:30:29you're building a sales process off of your community,
8:30:32because there's not really a whole way in the community
8:30:34to figure out who's hot leads and not there isn't, not even on school.
8:30:37Just because it's not the function of a community community, a community.
8:30:40You have to figure the rest out.
8:30:41Another reason why high level is so damn advanced
8:30:44you can add the sales process and automate it.
8:30:46So if we go back and we're like, okay, we got the pipeline, this is awesome.
8:30:48We got all these leads pouring in.
8:30:50You then can create an entire stage based on where they're at.
8:30:54So you know what members need to be sold, what members don't want to be kicked out.
8:30:58So we come back here, we could go, okay, let's go to pipelines.
8:31:00We're going to come right in here. We're using stage.
8:31:02We can do hot lead.
8:31:03I'm just giving you guys an example and then sold.
8:31:06So what you guys can do is based on certain things is where you can use
8:31:10number scores and stuff like this.
8:31:11You can come right back in here and edit the opportunity
8:31:15and then let's say like send them an email and then you start warming them up.
8:31:19And then if they do something in the group okay.
8:31:21Which again guys you got all these different actions,
8:31:23all these different triggers.
8:31:24So say we have a form we built out that goes to some sort of lead magnet.
8:31:29You have and you do form is that would be like they are now a hot lead.
8:31:33So you then switch them to let's quickly refresh this right here.
8:31:37Click save.
8:31:37Click refresh. So we got it.
8:31:39And then you can pick hot lead right here. We plug that in.
8:31:42And then you're moving them based on something they just did.
8:31:45Does that make sense. Again you can drop a comment down below.
8:31:47But a sales system plus a community is game over.
8:31:50Like that's some advanced level stuff.
8:31:51And that's how you'll sell a lot of people.
8:31:53A lot of people have big community, but they're like,
8:31:54you know, and I'll consult them and I'll ask them like, so who's hot,
8:31:57who's cold, who's what? And they're just kind of like, look at me.
8:32:00And like, they, they don't know, like it's just my community members.
8:32:03They have no idea.
8:32:04They have no pulse. They don't know who's really doing what.
8:32:06They didn't know who's good, who's bad. They don't really know.
8:32:08They're not a great way to be.
8:32:10You want to have a good pulse ingredient, especially when you get this stuff.
8:32:13Automated guys. And using automation, all this stuff happens behind the scenes.
8:32:16You do zero work and you sell more.
8:32:17So just keep creative juices going because that is like incredibly important.
8:32:20The last pro tip I want to show you guys very, very simply is just this right here.
8:32:26So if you have a course and this is just something
8:32:28I've learned over the years, you know how when I went in
8:32:30and I showed you
8:32:31how to edit everything and the colors and the scheme and all that stuff via
8:32:34customized, what I see a lot of people do is they restart courses.
8:32:38If you have a general brand theme and you've spent a lot of time
8:32:42building out your course and it's been like,
8:32:44oh my gosh, this is really stressful, I recommend you
8:32:46click these three dots and you clone it,
8:32:48and then you just change out the name of the pictures.
8:32:50If you click Create New Product, you are starting fresh.
8:32:52Remember that white background? Same font.
8:32:55If you've changed everything, I recommend you come in and you clone because it's
8:32:59just going to save you a lot of time. Trust me, it's a little pro tip.
8:33:01That's helped me a lot because it's been so frustrating
8:33:03having to match and it takes hours worth of time.
8:33:05So that's just a little pro tip that will help you greatly.
8:33:13So now we're going to move on to media storage.
8:33:15So essentially what the media storage is it is a place where your videos,
8:33:19your images, all of that stuff will be put.
8:33:21So you can use it for the rest of high level.
8:33:24So if you want to put it on your websites,
8:33:25emails, wherever, this is where you're going to find it,
8:33:27and this is where you're going to upload to and control it.
8:33:30Okay.
8:33:30So the first thing I want to show you is basically the different kinds
8:33:35of storage we have here.
8:33:36So first off we have my media which is all of your videos and images.
8:33:41Then we have backgrounds. So this is from high level okay.
8:33:43Then we have Unsplash.
8:33:45So if we come right in here this is basically a stock free
8:33:48exchange so to speak.
8:33:49You can find stock version typing car.
8:33:51You can type in house. And these are all free.
8:33:53But you have tons of different images you can choose from.
8:33:55Same with Pixabay. It's very similar.
8:33:57You just get access to a bunch of stock photos.
8:34:00And again, this is great because they're free
8:34:01and you can use them for websites, images, etc. etc.
8:34:03so that is essentially what these are.
8:34:06Now what we have is we have a couple things up here
8:34:10that are going to basically beat this up.
8:34:11So first we have Connect Drive.
8:34:12So if you know what a Google drive is we can click this button right here.
8:34:15And we can connect it with your Google Drive.
8:34:17So it will pull in. Very simple.
8:34:19You just click it and go through.
8:34:20We then have an AI image generator.
8:34:22So if you want to generate an image we can come in here
8:34:24and say I want a house with a nice lawn.
8:34:30And then we'll do one variation photo looks good, all this looks good.
8:34:34And then we'll click generate and then boom right there.
8:34:37It essentially has created the image for us.
8:34:39Then we can continue with it and use it. Or we can upgrade do whatever we want.
8:34:42But that basically is a way to create images and soon videos.
8:34:45With AI then we can create folders.
8:34:47So this can be really good if you're trying to,
8:34:50you know, organize stuff and you just put in the name of the folder test,
8:34:54you click save and then you have a folder where you can add different images in.
8:34:58As you see here, this is what a live account looks like.
8:35:01And it can be really handy if you have a ton of photos
8:35:04like this to put them in folders.
8:35:05Again, it just depends on your needs and preferences.
8:35:07Then right here, this is where you upload images into high level or videos.
8:35:11You're just going to click this and it's going to take you right to your computer.
8:35:14And then you just click whatever files you want to upload them in.
8:35:17So that's how you're going to get videos in here.
8:35:19And then right in here you can see your trash or your storage.
8:35:22But for these last ones I want to go over to account that actually has images.
8:35:25And we're going to do like this.
8:35:26So right up here you can change the way they are listed.
8:35:29So small first largest first A
8:35:31to Z however and it's going to restructure them like that.
8:35:34Then over here
8:35:34it's going to restructure them either in the line view or icon view.
8:35:38So again guys the media storage is just there for you to plug in all of your
8:35:42info, your videos and your images so you can use them for later dates.
8:35:45And one thing I will say, if you guys are uploading
8:35:47a ton of stuff in here, I would recommend connecting your drive.
8:35:50If you have already Google Drive,
8:35:52it'll save you a lot of time, but if you don't have that,
8:35:54make sure you build out folders and you have everything organized
8:35:56because it's very easy to have this stuff get lost.
8:35:59When you have a gazillion images.
8:36:01Very easy and it can be overwhelming.
8:36:03But that's it. Again, if you have questions dropping down below.
8:36:05But that is how the media storage works. It's very important.
8:36:08Make sure you immediately come in your store
8:36:09uploading and using and creating with AI if you need to
8:36:12because it is very, very important.
8:36:14And again, all this stuff, the stock photos, this is free with high level.
8:36:18So that's a good thing to use to. And a lot of people don't know that.
8:36:21But that is the media storage ladies and gentlemen.
8:36:28So mastering go high levels.
8:36:29Reputation management comes in about five different sections.
8:36:33Right now I'm just going to show you what we're going to be going through okay.
8:36:36These five sectors to understand exactly what this video is about.
8:36:39So the first thing we're going to be covering
8:36:41is a reputation management overview.
8:36:43What is reputation manager.
8:36:44Why is it good.
8:36:45All the basics you understand whether you're beginner
8:36:47or more advanced it's still very important.
8:36:48Number two the reputation management system tutorial inside a high level.
8:36:52So how to send a review requests the tools automating the whole nine yards.
8:36:57Like the hands on approach to the tools to understand exactly how to do this.
8:37:00Number three is how to collect reviews properly.
8:37:03So there's a whole system to this,
8:37:05and you have to learn it as one of the most important parts.
8:37:07Number four is how to onboard clients properly.
8:37:09So how to get there GMB connected, get social medias up, and basically
8:37:13the process you're going to need to learn to really service your clients.
8:37:16And then the fifth part, which may be the most important, is me
8:37:19going over this snapshot that I'm going to show you
8:37:21how to get for free at the end of the video, and it's
8:37:23going to connect into another video that's going to be in-depth on how to take
8:37:26the entire reputation management process you have, okay, and automate it.
8:37:30This is very important.
8:37:31If you really want to dial in reputation management.
8:37:34Again, I'm going to show you how to get it for free from me
8:37:36because this is very, very important.
8:37:38And if you can't automate this, well you're out of luck.
8:37:40So this is going to be the outline of this video guys.
8:37:42It's going to be so in depth. So please get your notes out.
8:37:44We're going to be literally covering everything.
8:37:46Like this will be the most in-depth tutorial
8:37:48on reputation management on YouTube as of the making of video.
8:37:51And one thing I want to say to you, if you're wondering, well,
8:37:53how does this guy in a robe know what he's talking about?
8:37:55I have used reputation management for a long time in my agency.
8:37:59It has helped me win
8:37:59the gold award that you're seeing on screen right now, and the platinum Ward,
8:38:03which I'll be showing you, to which I also run this year.
8:38:06But I haven't just used reputation management
8:38:08for my agency and for my clients.
8:38:09I've also used it for my hair salon to get it ranked super high on Google,
8:38:13and to get it a ton of five star reviews on autopilot.
8:38:17And I say this not to brag, but to show you
8:38:19that I have walked the walk
8:38:20where a lot of other high level gurus and all these other guys,
8:38:23they don't really know reputation management,
8:38:24they just know how to make videos on it.
8:38:25I've actually done it, and I'm going to be giving you the exact same strategies
8:38:28that I use in this video to hopefully help you fast track stuff.
8:38:32So let's jump right in.
8:38:32So to access reputation management, you're going to come to the high level
8:38:35and you're going to go all the way down to reputation.
8:38:37You're going to click it and you're going to be brought to
8:38:39this dashboard that looks just like this.
8:38:40The first question we ask is what is reputation?
8:38:43So if you're more advanced, just bear with me.
8:38:45I'm going to fly through this part.
8:38:46But if you're a beginner,
8:38:47pay close attention because this is actually really important.
8:38:50Reputation management is keeping track of and improving what
8:38:53people say about your business online.
8:38:56It is quite literally managing a businesses reputation online.
8:39:00Why businesses pay for it.
8:39:02Reputation management
8:39:03helps your business get more positive reviews and fix bad ones fast.
8:39:07More Google reviews makes your business show up higher on Google.
8:39:11When people search locally, it saves time by managing all your reviews in one place
8:39:14and helps bring in more local customers who trust your business.
8:39:18So this is a very valuable service, not just for the fact that you help
8:39:21people's online reputations. You do SEO at the same time.
8:39:24Very important.
8:39:25A lot of people miss out on this and with high level they make it so easy.
8:39:29So what I want to do now is I want to go over some facts on reputation management.
8:39:32A lot of people don't know.
8:39:33So the first fact is 92% of consumers read
8:39:37online reviews before visiting a business. 92%.
8:39:41That is insane.
8:39:42Meaning that when your business or your client's businesses is online,
8:39:46if they have a bunch of bad reviews, people are going to be reading those.
8:39:48Like, this is the difference
8:39:49between getting a lot of clients and not it can be very, very persuasive.
8:39:52Number two, 74% of customers trusted company
8:39:55more because of its positive reviews. We are heard creatures.
8:39:58We all are.
8:39:59We like to look at what Jim's doing and copy how humans are.
8:40:01So with reviews, very important to go, oh, that was good.
8:40:04Let's do that.
8:40:04That's why Amazon reviews are so powerful,
8:40:07because people go, well, a bunch of people like this vacuum.
8:40:09Then I must go to.
8:40:10And if they see a bunch of batteries ago, I don't want 94% saying negative review
8:40:14has convinced them to avoid a company 94%.
8:40:17That is insane. I'll tell you, I've done that too.
8:40:19I'm like, dude, there was a lot of bad reviews on this, you know,
8:40:23kitchen knife I wanted to buy or this, you know, whatever.
8:40:26This computer, I didn't want it.
8:40:27And I've like, I've literally been swayed by that.
8:40:29And then when there's a ton of different views, I'm swayed by that as well.
8:40:32Over 70% of users never go past the first page of search results.
8:40:36This one is key because this has to do with local SEO,
8:40:40which is a concept I'll be really brushing in on later
8:40:42in this video, which is ranking higher on dual
8:40:44reputation management helps with that a lot.
8:40:46And little note here with AI getting more and more powerful, one of the things
8:40:50that's going to really be a huge factor, even bigger than it is now on
8:40:54Google will be reviews because you can't fake it,
8:40:56because they can check the IPS of who left the review.
8:40:59Very critical guys. That is a golden nugget for you.
8:41:01That is going to be huge in the upcoming months.
8:41:03So that's it.
8:41:04Reputation management is incredibly important
8:41:06and incredibly powerful, and you need to make sure you are doing it
8:41:09for your agency or whatever agents you have,
8:41:11because it will change everything and it's only going to get more important.
8:41:14So now that you understand what it is, let's jump into how to use the tools.
8:41:18So the first thing we're going to be covering is the overview tab.
8:41:20So all this is is an overview a dashboard of what's going on.
8:41:24You can see your invites, how many reviews you received, your ratings basic stuff.
8:41:28And you can send a request by clicking SpongeBob.
8:41:31This is on all of the tabs.
8:41:32When you pick the exact content you want, you pick the exact contact
8:41:36you want where you can add it by putting in their info.
8:41:38Choose whether you want to email, SMS, or WhatsApp and click Send Review request
8:41:41in your done. It's as simple as that.
8:41:43It is an overview of reputation management.
8:41:45Now let me show you what it looks like on an active account.
8:41:47It looks like this. You have tons of invites. You see here.
8:41:50It gives you the sentiments, it gives you all this,
8:41:51and it gives you a bunch of other data on review.
8:41:54So it goes super in-depth on all that.
8:41:56And I'll be doing that throughout this video
8:41:58just to show you what it looks like live versus
8:42:00what it looks like when it is blank, when you're first getting started,
8:42:02because there's a lot of people, they don't have that.
8:42:04And if you're super new, it's gonna look like this where it's
8:42:06going to give you a couple quick options to get you started faster.
8:42:10But that's just what it's going to look like if you haven't done it.
8:42:12And this one is going to look like when it is full.
8:42:14So now it's time for my first pro tip for you.
8:42:16And that is having a custom dashboard that goes over all of this stuff.
8:42:21Now it's kind of tricky to do because they don't
8:42:22exactly have a direct feature you can add in,
8:42:24but you can add it in through a pipeline which hint, hint, wink
8:42:28wink is in the snapshot I'm going to be showing you.
8:42:30I made pre-built out pipelines
8:42:32that's going to plug into a pre-made dashboard
8:42:34that's going to show all the features here.
8:42:36So your clients, or you can see exactly what's going on very quickly.
8:42:39And what's even cooler is you can take this exact dashboard.
8:42:43So you're collecting go, oh, I got a bunch of reviews.
8:42:44Come down into reporting and create a custom report on it.
8:42:48And guess what?
8:42:49I have a custom report already built for you in the snapshot, but it's very easy.
8:42:52Just click New Report and click the dashboard.
8:42:54And you now have a report that you can send to them constantly.
8:42:57So again that's a big pro tip.
8:42:58If you want to show other businesses, hey we're getting you a lot of reviews here.
8:43:03This is what it looks like.
8:43:04Last thing in the overview that I want to go over is the competitor analysis.
8:43:08This is really cool.
8:43:09You can plug in another business
8:43:10and see how they're doing with a bunch of different features.
8:43:13Really neat So you can kind of get a comparison.
8:43:15So the way we do this is we click Add Competitor and let's search for business.
8:43:19We'll do Zoe, this is a hair salon okay.
8:43:24We're going to search and it's going to be right there.
8:43:26And we're going to click it. And we're going to click Add Competitor.
8:43:28And then right up here you will see it's going to show you all the stuff.
8:43:31So reputation score 77 I got to improve that that average rating.
8:43:35And it basically just shows you
8:43:36the basic features so you can see where you're writing.
8:43:39So it's really cool
8:43:40because you can get like live analytics against your competitors.
8:43:43You can have up to three competitors.
8:43:44From what I know this is completely free, so use it.
8:43:46But it's a really cool little feature that they added recently.
8:43:49Hence this being such an updated video where you can really get like an idea
8:43:52of where you're at on the rankings against your top competition.
8:43:56So use this is really important, but this can also be
8:43:58a really important sale point if you're trying to show your customers.
8:44:01I mean, be like, hey, listen man, this is our review score
8:44:04because you add your yourself phone, we are there.
8:44:05And then you can be like, and look, we're getting beat out by these guys.
8:44:08Look, they have way more stuff than us. They have this, they have that.
8:44:10They have all this other stuff and we're losing out.
8:44:12So very, very important, very, very powerful and can really help you
8:44:16sell a lot more people.
8:44:17The overview is just a dashboard of all of the basic analytics.
8:44:21And competitor analysis is where you can compare businesses to see basic info.
8:44:25So now we move on to the requests tab.
8:44:28So all the request tab very simply is a place where you can see
8:44:31all of the requests you have sent out and request more.
8:44:35And click this. Put in the contact button the name.
8:44:37Click where you want and click Send Review Quest.
8:44:39Now what this looks like on a full active account is like this.
8:44:43Okay, it'll show you all of the reviews you have lined up.
8:44:46It's going to show you where they're at.
8:44:48Pretty neat That way
8:44:50you can see all the reviews going out and how everything works.
8:44:53And again, this will pre-populated once you actually have reviews in here.
8:44:56But all this requests Tab is doing is showing you
8:44:58the reviews that went out and really how to look at them.
8:45:01Okay, it is now Pro tip time.
8:45:03If you want to really quickly inside of high level, blast a bunch of contacts
8:45:07with a review request like right now, because this only gives you access to one.
8:45:11And we'll go over automating this entire process later.
8:45:13But if you want to quickly just blast the list, here's a little hack unity.
8:45:16You can come to contacts, you can select all the contacts in here.
8:45:19And you can click this little star right here and it says send Review
8:45:23request. You click okay. Proceed.
8:45:24You select exactly what template you want on what platforms or SMS email.
8:45:28And they edit WhatsApp which is awesome.
8:45:30You click it, you add the action in and you click center of your request
8:45:33and it will immediately
8:45:34send out a review request to as many people that you selected.
8:45:38So that is a really fast and simple way to send a ton of your requests
8:45:42very quickly.
8:45:42But later in the video, I'm going to go over
8:45:44automating this process so it can be hands off for anything.
8:45:47Also, the snapshot I go over
8:45:48has a whole system that does all of that for you.
8:45:51And if you're completely new and you're like, well,
8:45:52how do I even get contacts in here? If you just want to import a list?
8:45:55Click this right here.
8:45:56You follow these exact steps.
8:45:58It's going to be very self-explanatory.
8:46:00And you're going to upload the list right in here.
8:46:02And it'll be all pre-populated then as contacts come in through
8:46:05forms, payments, etc., they will be put into contacts automatically.
8:46:09So now we're going to move on to the reviews tab.
8:46:11So Old reviews tab is a place where you're going to see
8:46:13all of the reviews you have, and you can respond to them here.
8:46:16You can filter by ratings, sources, all kinds of stuff to see where
8:46:20the reviews are coming from.
8:46:21Again, you can send review requests, but all this is going to do
8:46:23is just going to be a list of the reviews you have.
8:46:26And so you can see what came in and what did.
8:46:28And now let me show you what it looks like on an active account.
8:46:30We come right in here and you'll see a ton of reviews lined up all like this.
8:46:34You can see where they're at, how they work.
8:46:36You can see the average rating, your summary.
8:46:37Again, you can filter by rating sources, date, spam, all kinds of stuff.
8:46:41And you will just see where all the reviews are.
8:46:43And then you can reply to the reviews here.
8:46:46But a really important thing is you can turn on a reply,
8:46:48which we'll get into later, which will AI will go and reply
8:46:51just like this, so you don't have to,
8:46:52which builds engagement and helps you right here. Doolittle.
8:46:54Really cool.
8:46:55Pro tip, I'll be showing you later, but that is a place where you can do this.
8:46:58So again all the reviews tab is showing you is where all the reviews
8:47:01are going to lay, how you can respond, which is going to be a dashboard
8:47:03of all the reviews that have come in, so you can see them and read them.
8:47:07Now it is pro tip time and I think you're really going to like this one.
8:47:10If we come up into marketing, okay,
8:47:11and we come to social planner, we can actually have
8:47:14social media management come in by having it post the reviews.
8:47:18This is really cool.
8:47:18It will take the reviews and post them on social media.
8:47:22How cool is that? You don't have to do any extra work.
8:47:24This can be a big add on.
8:47:25You can be, hey, we're going to offer you social media management,
8:47:27but we're actually going to go
8:47:28and optimize posts and post for you on all your platforms for free.
8:47:32Part of this price, it adds a lot of value. And guess what?
8:47:34You do literally no work once you set it up.
8:47:37It's all automated. So you come right in here.
8:47:38You select your review source, let's say able to Google.
8:47:41You pick the amount of views, we'll do five star reviews,
8:47:43use the social accounts, we'll click all of them.
8:47:44The number of posts you can pick, as many as you want to do one.
8:47:47For now, every day, every week you pick the cadence
8:47:50like how many you want, then you pick where you want them.
8:47:52Then you click. Next, you can pick the background.
8:47:54You get a lot of options the way it looks.
8:47:56You click next and then you can show a content preview.
8:47:58So it shows you what it looks like and you can change the colors, the fonts,
8:48:02all kinds of stuff.
8:48:02But you will be getting legitimate posts going out on all these platforms.
8:48:06This is what they look like and they're good.
8:48:07I mean, it's cool.
8:48:08It builds social credibility, it builds clout.
8:48:11And guys, once you set it up,
8:48:12which I just showed you by selecting the socials,
8:48:14selecting the background and go into content preview, you're done.
8:48:17That's all you have to do.
8:48:18And now you've fully automated social media management to your clients.
8:48:22How cool is that?
8:48:23That's a big add on that offers a lot of extra value.
8:48:25It's doing social media to its boost SEO as well.
8:48:27And guys it's no work.
8:48:29So please, these little pro tips are golden nuggets I'm giving you.
8:48:32Use them.
8:48:33And a lot of you guys could just throw this up there very easily.
8:48:36If their show shows are connected just to be nice.
8:48:38You can also do that if you're not telling you just
8:48:39go, hey, we're doing this on extra because we want to help you.
8:48:42Builds reciprocity and opens the upsell later.
8:48:44So very very important.
8:48:46Pro tip so now we move on to widgets.
8:48:48So all a website which is an easy way to gather
8:48:52reviews on a website or really anywhere you can put code.
8:48:56And this is what it looks like.
8:48:57Pretty cool You got all of the reviews stack
8:49:00for as many as you want to build social proof. Then right here.
8:49:03If they click write a review, okay,
8:49:04it's going to bring them to Google and immediately
8:49:06put them in a place where they can leave you a Google review.
8:49:08Guys, this is a huge way to collect reviews without running review campaigns.
8:49:12Or if you have a client that's kind of like,
8:49:13I don't want to pay for review campaign or however they are.
8:49:15This is a simple way you can add this to help get them a lot of five star reviews.
8:49:20It's awesome, but it also does that social proof thing
8:49:22where people go, oh my gosh, all these people love this.
8:49:24These are real Google reviews. This is so cool.
8:49:26Yada yada yada.
8:49:27Again, heard animals social proof.
8:49:29People like to follow what the person next to them
8:49:31does was a very, very important way to do so.
8:49:33Gave a couple different options.
8:49:34Number one, he can create completely from scratch.
8:49:36Number two, you can use a template I recommend use a template.
8:49:39They're simple.
8:49:40So we'll come in in we will use this template right here.
8:49:42So then you click Edit Widget.
8:49:44So very simply you have a couple different things you can do with this.
8:49:47So reposition you can either do top or a long layout.
8:49:50Review sources
8:49:51where you want the reviews code from Google Facebook
8:49:53or if you have any other pages winging it later okay.
8:49:55Right here really cool is this widget types.
8:49:57And this is different kinds.
8:49:58So you have like list you haven't grid.
8:50:00You have masonry.
8:50:02You have carousel which slides you slider flash.
8:50:06And those are just basically ways you can lay out your views.
8:50:09Just just making it look different. That's it.
8:50:11And then you can have number of views. So how many reviews.
8:50:13Let's say we only got one when we click this
8:50:15what it's going to do is it's only going to leave one review.
8:50:18Pretty neat.
8:50:18And then any ratings what I would do is only five star.
8:50:22You know you want to make it look good.
8:50:23If you're like my business
8:50:24is you pretty much only a five or so, you got to worry about that.
8:50:26But then you could put powered by which is right down there,
8:50:29which if you leave that off, it's not going to show you it's power bod
8:50:31and it shows it's going to link that, okay.
8:50:33So if we come right up here you then can put in a heading.
8:50:37So that's right there.
8:50:37So if you do five five I'm just doing this for an example.
8:50:41You'll see it pops up right there then. Description.
8:50:43We are the best.
8:50:45It's this right here I'm just showing you guys who obviously wouldn't put that.
8:50:47But I'm just showing you what you can do that right here.
8:50:49You can have the writing or you don't have to have it.
8:50:52The total review count.
8:50:53You don't have to have it write a review button or you don't have to have it.
8:50:55I would leave all of these checked.
8:50:57It's much better.
8:50:57But what I'm showing you is the amount of customization
8:51:00that I would leave all of those on.
8:51:01And then right here, this is just colors, themes and fonts.
8:51:04Whatever you want, you pick it, it changes across the board.
8:51:07Again this is the visual side.
8:51:09Then here is going to be some of the settings okay for your review widget.
8:51:13So you can display the date display the reviewer
8:51:15icon, exclude any stuff like that and the code that you're going to use.
8:51:19To put this on the website,
8:51:20you can put the high level review widgets on any websites
8:51:23WordPress, Wix, Squarespace, anywhere that has a code editor,
8:51:25and you would just copy the code and put it on or show
8:51:27you how to do it in a second, because you can do it right here.
8:51:29But this is a quick way to get it on once you've had it.
8:51:31But here's what I'm going to tell you.
8:51:32We're going to first name it before we just slap the code on.
8:51:35We're going to click save and then we're going to name it.
8:51:37So we're going to do is new Review
8:51:41okay.
8:51:41And then we're going to click save.
8:51:44This is really important.
8:51:44And as you see it pops up right here.
8:51:46So now what we want to do is we want to copy the code.
8:51:49We want to pick new review wise.
8:51:50You can click whatever code you want.
8:51:52And we're going to click copy code.
8:51:54Very important to do okay.
8:51:55Now what we're going to do is we're going to come to the website you want.
8:51:58Again you can do this on the code editor really on any website.
8:52:01If you have something to show you do it here. We'll click the plus.
8:52:03You're then going to come all the way down to code.
8:52:06I'm ready to slap this right here.
8:52:08I'm going to click open to an editor. And we're going to paste this.
8:52:10Now they have a reviews widget and a testimonial widget.
8:52:12This is just an easier clever way to do it.
8:52:14Once we have it in we click the eyeball and look at this.
8:52:18There it is.
8:52:18Now obviously you don't want to put that,
8:52:20but you got what I was putting down there.
8:52:22But this is a great way to gather more views and check it out.
8:52:24When you click right and review, what does it do?
8:52:25It brings you to Google and it allows you to leave a review.
8:52:28Guys, this is one of those things that's very powerful.
8:52:30It's easy to do and it works.
8:52:32I mean, you can see right here last week
8:52:33I got a bad haircut from a different barber.
8:52:35Today, Teigen saved my life. Ten out of ten.
8:52:37Thank you all. Like, wow, someone sees that? Don't go, yeah, I did.
8:52:40I tell the bad experiences with barbers because I had a great experience too.
8:52:43And I know you might be like, they don't know how.
8:52:45Like, what do you mean they don't know how?
8:52:46They just go to Google and click right review. People don't know they're not you.
8:52:49They don't have the same experiences.
8:52:51You would be shocked at how many people are like, oh yeah, I love it already.
8:52:53Do I even know you have that?
8:52:54This is a great way to get that if you miss them on the review request.
8:52:57So now what we got to do is we got to move on to listing.
8:52:59This is an important one because this has to do more with local
8:53:02SEO and building backlinks.
8:53:04The first thing I want to do before I go into activating this is
8:53:06I want to explain what these are and why they are powerful.
8:53:10So local listings are online profiles of your business on sites like Google,
8:53:15Yelp, or Apple Maps that show your name, address, phone number, and website.
8:53:20They're powerful for SEO because when your info is consistent
8:53:23across many sites, Google trust your business.
8:53:25More rakes you hire in local searches
8:53:27and makes it easier for customers to find and contact you for.
8:53:30As you see here, here's your business.
8:53:32It's showing Google connected to it, Yelp connected to it, you know, Apple Maps.
8:53:35And there's a bunch of other places where citations are.
8:53:37These are not the only ones just to let you know, but they're all across Google.
8:53:42This is a big thing for local SEO
8:53:44and makes it pretty easy because you can set it up.
8:53:46You have to pay for it, but it goes through and it's a very simple process.
8:53:49Now there's other places you can build citations, listings and all this stuff
8:53:53is relatively easy to use.
8:53:54And again, it is strictly for promoting the Google business profile,
8:53:57which is really like local SEO at the heart of it.
8:54:00So that's what listings are their importance because, well, they're SL.
8:54:02So to activate listings you come to the listings tab
8:54:05and you're going to click Activate Listings.
8:54:07Now you're going to pick a plan. Again they cost money.
8:54:09You have to pay high level for them.
8:54:10So one thing I want to show you is if you come to agency view
8:54:13and go to reselling,
8:54:14this is where you're going to set the price
8:54:15for all your some accounts, which is right here.
8:54:18So you can pick how much you want to charge for it.
8:54:20You can pick do you want more, do you want less?
8:54:22You can see the numbers going up right here.
8:54:23And that is for picking the place.
8:54:25You can see it's 32 right here.
8:54:27But if we come right here and we go all the way down to one and we click save
8:54:30and we come back here and we click refresh.
8:54:33Look at that.
8:54:34This is now 30 bucks. That's essentially how it works.
8:54:37So you're going to pick the exact plan you want.
8:54:38You want more to less to pay for the year.
8:54:41I would just stick with the monthly payment.
8:54:42Again. Only do this
8:54:43if you're planning on upselling them or giving them a bigger package.
8:54:46But what you're going to do is you're going to click confirm,
8:54:49and then you come to this page and you go, okay,
8:54:50this is all the stuff we're getting.
8:54:51You can pay with card pay using your agency wallet.
8:54:53I have other videos that that doesn't make sense.
8:54:55It's each sub account has that or charge the agency card which is there.
8:54:58So we're going to do charge to agency.
8:54:59I'm going to click pay 30 and subscribe.
8:55:03Then you'll be brought to a page that looks just like this.
8:55:04And this is where you're going to place it.
8:55:06All your information that's going to go on the local listings,
8:55:09that gets pushed over to all those Google sites.
8:55:11So you want to make sure
8:55:11your business name, the right phone number, the right email address, okay.
8:55:15The featured message you want, you want to pick your category.
8:55:17So we're going to do hair salon.
8:55:20You want to pick the proper category.
8:55:21So important you can pick more if you want.
8:55:23We're just doing hair salon for now.
8:55:25You can do hairdresser and other things,
8:55:27but really important to have that because a lot of people
8:55:29will put the wrong thing and then it doesn't get categorized right away.
8:55:31Put the exact address really important, like you have to double check,
8:55:34make sure it's all about right, make sure everything looks good.
8:55:36And then right here it says hide my address on directories
8:55:38because I don't serve customers on my business location.
8:55:41That is, if you have an address where you're not soliciting people.
8:55:44So this all looks good.
8:55:45And then you just click Create Listings.
8:55:47And what it's going to do is going to go through
8:55:49and it's going to start creating listings on this.
8:55:52And then you'll see right in here,
8:55:53now that you have listings it's going to show you this.
8:55:55Entities, the categories, the publishers and all this stuff
8:55:58give you just basic feedback so you can come into business entities.
8:56:00It's going to show you the business here.
8:56:01And then the suggestion is going to give you some stuff
8:56:03that they don't want to do and can create more entities.
8:56:06I mean, it's very simple guys,
8:56:07to show you anything else you don't have completed,
8:56:09but that's the way it works to let you know what this does and that's it.
8:56:12And then you can do set up kind of figure out.
8:56:13So that's what listings are guys. They're great for local LCL.
8:56:16I walk you through the entire process.
8:56:17I hope it made sense guys. Again questions?
8:56:20Drop them in the comments down below.
8:56:21I have so many people that are like, what is this?
8:56:22What is that?
8:56:23Just ask, I answer and it takes me ever to answer these comments.
8:56:26But we do it because we want to help you
8:56:28to make sure you do that so I can help you out.
8:56:29This is what it's going to look like once everything is pre-populated.
8:56:32It takes a lot of time.
8:56:33You'll see the exact citation and business info, business details, social profiles.
8:56:37You can add all this stuff and that's what I recommend you do.
8:56:40You go in and you add all this extra stuff in here, really important.
8:56:43And you basically fill this entire thing.
8:56:46So you really get it a lot more dialed in.
8:56:48So once it pre-populated,
8:56:49make sure you go through all of that and you get it all set up because it's
8:56:52going to be other little things like you see in business info and all that stuff.
8:56:54I don't tell you what to do in this guy, but a lot of
8:56:56this is really important that you go through this,
8:56:58because this is going to show you how to really get these listings dialed
8:57:00in, which is going to help you boost the Google business profile higher.
8:57:04Google.
8:57:04So you can rank much, much better.
8:57:06So that's listings in a nutshell.
8:57:08That's how it works. That's how it's good guys. Questions.
8:57:10Please drop them down below. Super powerful. But that's what this does.
8:57:13And everything you could possibly need to get is right here.
8:57:15It'll tell you exactly what you can do, how to fix it.
8:57:18I already have my GMB connected and my Facebook connected.
8:57:20I'm not sure why it's asking me to do that again,
8:57:22but for a lot of this stuff it may be a glitch,
8:57:23it may not be,
8:57:24but make sure you go through your fills up and you follow the set up guide
8:57:27so you make sure you're listings are perfect in every which way you can.
8:57:29So now to understand listings, we now need to move on
8:57:31to the juiciest part of this video.
8:57:33The settings.
8:57:34This is where everything is configured is how you onboard.
8:57:36This is where everything is. So I'll show you how to do all this.
8:57:39But the first thing we have to start with is reviews AI.
8:57:41So reviews AI is really important because what this does is this responds
8:57:46to the reviews of new business profile, which if you didn't know, helps with SEO.
8:57:49It helps basically boost it because it shows that you're
8:57:51active and engaging with them.
8:57:53And what it looks like is this right here when someone comes in
8:57:55and posts to say, hey, I love this, it then posts right here.
8:57:58So let's the different answer so you don't have to do it.
8:58:00You can do this. Maybe it just takes a lot more time.
8:58:03I think it's really good though.
8:58:04If you're just starting to respond to a couple
8:58:06first in a fast fashion to build it up.
8:58:08So it's not easy,
8:58:08like instantly you want to take him at a time for that,
8:58:10because it's the kind of thing
8:58:11you don't just immediately look like you're using AI.
8:58:13But again, right in here you can either have it off suggestive,
8:58:15which is giving you something to say
8:58:17and to recommend on a pilot, which is what I use. You click that.
8:58:19You can pick the wait time.
8:58:20I recommend 15 minutes, but you can do more or less by just clicking that.
8:58:24You have an hour's okay.
8:58:25And then right down here you can create agents to do this.
8:58:27I don't really recommend doing this.
8:58:29You don't really need to.
8:58:29You can just click this on and it works just to say, but if you wanted to
8:58:32you could click Create Agent and you can pick different ones.
8:58:35So we have Claire Flair, Grace pace Taylor Sale
8:58:39I mean this this like so mature but you pick solution
8:58:42Sally you pick which one you want really you don't need these.
8:58:45You can just click autopilot response and it works just the same.
8:58:49This is not something you got to pick on.
8:58:50But that's how you turn on reviews AI.
8:58:52And again this auto responsive reviews which is really important for SEO.
8:58:55So make sure you do that.
8:58:56It is part of the AI suites are the cost like because your point something sets.
8:59:00It's super cheap but it is an AI action.
8:59:01Just to let you know that is thinking you're going to want that.
8:59:04On if you're trying to write people, but that's how you do it. Now.
8:59:06The really important part, which is reviewing
8:59:08this is how we onboard people. Very important.
8:59:11So the first thing you can obviously just get this from them on a zoom call.
8:59:13If you're onboarding them, there's two other different ways
8:59:15where you can basically get this from them.
8:59:18If they don't give it to you on a zoom call.
8:59:20This can be for Google, Facebook, and custom link sound integration.
8:59:23Now, for right now, I'm just going to show you how to do this
8:59:24just via Google and Facebook.
8:59:26So what we're gonna do now is we're going to plug this in.
8:59:27So we come right over here to this account.
8:59:29We're going to need to put in the link.
8:59:31So we paste the link just like we did right here.
8:59:33I put in the link and just let you guys know
8:59:34I'm using academic and a dummy simply to show you the best.
8:59:37Because there are a lot of people doing YouTube
8:59:38is they come in and they just use a blank account
8:59:40and people like it doesn't look the same as mine.
8:59:42I'm showing you both so it looks exactly the same,
8:59:44and you don't miss a beat because I go above and beyond for you.
8:59:46So right in here again you can just select the page.
8:59:48If it's selected.
8:59:49We connect the GMB, but the first thing we're going to have to do is connect,
8:59:52said GmbH.
8:59:54So you have a couple different options for this.
8:59:55So number one on an onboarding call you go in okay.
8:59:59You talk to them.
9:00:00You go in here and you get said link right in here.
9:00:03You could ask for reviews, a copy link and you get it from there.
9:00:06That's the first way you do it on onboarding call.
9:00:08You walk them through it. That's the first way to get this link.
9:00:10The second way to get this link is you would come right into launchpad, okay.
9:00:14And you would just go up here and you would connect it right here.
9:00:16I'll say connect, get like and then they can do that.
9:00:19So if you were to send them access to said sub account,
9:00:21they could log in and they could fill it out.
9:00:24For some reason people don't seem to know how to do this.
9:00:26And I see a lot of problems with that's where I do onboarding.
9:00:28Zoom goal is the best, but that's how you do.
9:00:30You just click this right here instead and you'll go through the process.
9:00:33They would log into the sub account
9:00:34once you onboard them and they would put the link in.
9:00:37So that's the second way.
9:00:38Number one is onboarding via zoom
9:00:40where you do it for them by grabbing it here and plugging it in.
9:00:43Number two
9:00:43is they go in to the sub account and they upload it, which is trickier.
9:00:47And then we have a third option which is basically
9:00:50you managing their Google business.
9:00:52This is a little bit trickier as far as like opera's because you control it.
9:00:57But I think this is better in a way because you have control
9:01:00and it's really the most hands off for them.
9:01:03So what you're gonna do is you're going to come to business google.com create.
9:01:06And what it's going to do is give you access to look for people's GMB.
9:01:10So we're going to do is we're going to type in the name of the business.
9:01:12So say we wanted to do a salon which had nothing to do with them.
9:01:16I'm just showing you the example of this.
9:01:18Say you want to access to this GMB, you would click Request Access okay.
9:01:22And you're going to pick the level you want.
9:01:24So you can do management or ownership.
9:01:25Management is that you don't need to own it.
9:01:27You're going to put in your relationship.
9:01:28Are you an owner employee agency okay.
9:01:31You're an agency.
9:01:31Put the name in your phone number, click this box and click submit.
9:01:34And what it's going to do is it's going to send them an email to who owns this GMB.
9:01:38And it's going to say, will you give them access.
9:01:40And they just have to click yes. From there.
9:01:42You then have access to their GMB where you can come right in
9:01:46and plug it in like that. So that is the third option.
9:01:48I actually see very few people talk about this online,
9:01:51especially in the high level reputation management,
9:01:53because I don't think they know how to do it,
9:01:54but this is a great way to get access to it.
9:01:56If they won't hop on zoom with you or they don't know how to do it
9:01:59themselves, it's just a really easy way for you to get control.
9:02:02But now you all have control to be on your gym, so you then plug it in.
9:02:06But I think this is a really neat trick.
9:02:08And again, it's just on the URL that I told you about earlier.
9:02:10And it's really easy guys.
9:02:11Like really really easy to use.
9:02:13So make sure you go in and use this
9:02:15if you need it and you can't get access to it
9:02:17any other way, because then this will give you access to GMB.
9:02:19Then you can just grab the link and plug it all in and then you're done.
9:02:22So those are the three ways I hope those out.
9:02:23Those are three different ways you can onboard people.
9:02:25But we're going to do is we're just going to basically show you the basics.
9:02:27You can just copy this code.
9:02:28There's a couple other places it is, and then you're going to come right here
9:02:31and you're just going to paste it okay. Right like that.
9:02:33And now you have your review link. But that's how it works.
9:02:36That's how you set up the review link. Very important.
9:02:38Okay.
9:02:39Please if you have any questions on this drop in the comments on the.
9:02:42I see a lot of people confuse on this.
9:02:43It can be a little tricky, but this is a really important part
9:02:45getting access to their GMB because this is like how you do everything.
9:02:48And then right here we have review balancing.
9:02:50So if you turn review balancing on this is pretty cool.
9:02:52And you have Facebook, Amazon, Google a bunch of different places.
9:02:55This will balance where a sensory request
9:02:57to give you reviews on different platforms.
9:02:59And you just turn this on, you configure balance,
9:03:01you pick the platforms and then you just go auto balance.
9:03:03And it's going to basically put them in a bunch of different places.
9:03:06Really neat, really handy. I recommend you to do it.
9:03:08It's pretty cool if you have a bunch of different places,
9:03:10but if you're just doing Google, this can be turned off.
9:03:13So that's how you get the reviews. Like very, very important.
9:03:16That's how it works.
9:03:17So now we move on to SMS requests.
9:03:20So all this is is a way to send our request on.
9:03:23This is a newer feature. High level is enabled.
9:03:24So you don't have to have huge automations that you will have to have automations
9:03:27to kickstart this thing, which is the check in.
9:03:29But the way this works is this will start sending review requests.
9:03:32You set up the snapshot.
9:03:34It's gonna be linked at the end of this video. It has pre-built
9:03:36templates for SMS, WhatsApp and basically automates this process.
9:03:39But this video I'm just going to show you how to do it right now, very simply.
9:03:43So you pick the way you want it.
9:03:44So right as they come in, immediately repeat.
9:03:46Don't repeat maximum retry. So again this is how many ascending.
9:03:49And then you're going to pick your templates.
9:03:50So you can come in to create. And you can create from scratch.
9:03:53Come right in here. You pick how you want it what you want it.
9:03:55Simple stuff like that.
9:03:56You just upload how you want it and then you can come in here
9:03:58once you've built these templates and you can select them here.
9:04:01So you have retry. 12345.
9:04:03So you have all the templates pre-built out and plugged in in place.
9:04:07Very simple very straightforward.
9:04:08Like this isn't complicated. They've made it so easy.
9:04:11It used to be way harder. Back in the day you didn't have this.
9:04:12You'd have to manually set all this stuff. Motivations.
9:04:14It was a nightmare, but you don't have to do that now.
9:04:16So that's really cool.
9:04:17I think that is a really powerful way to do this and then get to edit it.
9:04:20You just click right there. But that's how it works.
9:04:22And it's the same thing for email requests in same thing for WhatsApp request.
9:04:26You just have to connect it.
9:04:27So that's how those three works in what order you want them to go,
9:04:30set them in the review templates once you set it up,
9:04:32and it will just send them one by one to gather reviews.
9:04:36Simple as that. Any questions on this? Drop them down below.
9:04:39I know this pump can be a little weird for me, because it is a new feature
9:04:43that's a little bit different, that it totally makes everything easier.
9:04:45But make sure you watch the video video
9:04:47about the snapshot, because it's going to blow you away
9:04:48with what I already have pre-built for you.
9:04:50So that's how you do all three of these.
9:04:53Very simply, it's just like that.
9:04:54Then you can start collecting reviews.
9:04:56Okay, now we have reviews to R, so this is a QR code
9:05:00where people can scan and get reviews.
9:05:01Very important to be working for restaurants
9:05:03or anywhere where they have reviews.
9:05:04What I recommend you do is when you create these,
9:05:06you can pick these up and put them up those doors.
9:05:08Very easy way to gather reviews for free.
9:05:10So come right in here. We'll click create QR code.
9:05:12And you very simply can create this.
9:05:14So you have text stuff right here.
9:05:15You can customize that as is.
9:05:17You have the basic links.
9:05:19You can play with the QR code.
9:05:20You have your logo and some basic stuff. Okay.
9:05:22This is a very basic QR code builder.
9:05:25The real builder, if you want to build really in-depth
9:05:27QR codes, is over here under sites, let me show you.
9:05:31So we come under sites and we come under the QR codes.
9:05:33Now you have the real QR code builder.
9:05:35This is where you can go in-depth
9:05:37and I have other tutorials on this, but I think it's really important.
9:05:39So we're just going to click create QR code.
9:05:41And you can pick from a multitude of different types.
9:05:43But we're going to click Review Code okay.
9:05:45You're going to put the name let's review reviews QR.
9:05:48Again you're going to have to have the link plugged in.
9:05:50As you see right here. You have to plug it in.
9:05:52But once you plug it in for Google again you put the exact link right here.
9:05:56So remember it would be this link
9:05:58that we talked to the review link with the three different ways to get it.
9:06:01You put it in right there.
9:06:02Pick what you want it to look like.
9:06:04Pick the footer.
9:06:05Do I say just pure? Do you want to get rid of the logo?
9:06:07Click next and then play with the way you want it to look.
9:06:09Different colors, different dots, shape and form.
9:06:12You want it to be like this kind of QR code, that kind of QR code.
9:06:15You want the borders different.
9:06:16Do our mark centers to add a logo in page background.
9:06:18Then you can download it and you're good to go.
9:06:20So that is a very short is how to build a QR code.
9:06:23I have other videos over it and literally go over every single button.
9:06:26There is not going over that right now is because it's
9:06:28not the main thing on reputation midrib.
9:06:30But I do have videos if you are interested on my channel,
9:06:32so please go check this out because it goes in depth,
9:06:34but I still showed you how to do it.
9:06:35If you are trying to get reviews from people
9:06:39via QR code, restaurants put out a door.
9:06:42It can be very powerful.
9:06:43I did this with my agency way back in the day.
9:06:45It was really, really powerful.
9:06:47But that is how the QR codes work inside of high level.
9:06:49Again, a great way to get extra reviews.
9:06:52Then we have spam reviews, so if people leave a spare reviews
9:06:55or someone's like, hey, would you like to buy my forex?
9:06:57Or it's just some random person like, you guys suck,
9:07:00but they never buy your services, which happens.
9:07:02You turn this on and what it's going to do is this going to get rid of them?
9:07:04There is such thing as reviews
9:07:06I recommend you have this on because often competitors or random people
9:07:09turn this on and then just to text them and marks in the spam,
9:07:12it's important to have this on because it will save you from that.
9:07:14So again, that's what spam reviews are.
9:07:16You just turn them on and then you click save and then you are done.
9:07:19Then move on to integrations. Really important part okay.
9:07:22So when we came right up here we talked about review links we went to.
9:07:24Adding those integrations
9:07:26is where you can add other platforms to run requests from to get reviews.
9:07:30So Google and Facebook aren't the only places you can get reviews.
9:07:33You get an Airbnb and G is a big one for doing econ.
9:07:36You got App Store. I mean, so many.
9:07:38I think you can even add more like right here through custom platform.
9:07:41But this just gives you Zillah too big of you to real estate.
9:07:44Places to put reviews. Trust pilot where you can integrate these.
9:07:47You just integrate, you follow the steps and it's going to
9:07:50bring your Airbnb account or whatever you're using in the reputation management.
9:07:54Get your reviews link and then you can start collecting reviews.
9:07:57So if you're excited you're doing stuff on Amazon, very important
9:08:00to have the Airbnb real estate, you know, whatever important to have this on.
9:08:04So again, a lot of people like how about more of you
9:08:06like come integrations, click integrate and follow the steps very simply.
9:08:09And that is how you're going to get the integrations properly.
9:08:13So you can collect reviews across all platforms.
9:08:16So again I just want to make that very clear
9:08:17that that is how you would add other reviews from other sources in.
9:08:20So that's how you do it guys. That is what all of these settings do.
9:08:23If you guys have questions, please, please, please drop the now blow.
9:08:26I'm here to help. I know some of this stuff can get heavy.
9:08:29This is a very in-depth tutorial, so let me know so I can make sure
9:08:31you fully understand this.
9:08:32Because once you understand
9:08:33reputation management your AI agency Louis so much faster.
9:08:37So now move on to the last part, which is Google Business Profile Optimization.
9:08:40This is a new feature.
9:08:42Really cool, really excited to share with you.
9:08:44It basically gives you optimizations.
9:08:46You can you don't know what that is.
9:08:47It is this thing right here and been talking about the entire time.
9:08:50So you would just integrate your dual business profile.
9:08:52You don't have it, but I'm going to go to a live account
9:08:54to show you what this looks like.
9:08:55You come in here and it's going to show you
9:08:57your exact score, the name, the description, everything checked.
9:08:59Oh, I can be adding chat widgets. So I got to go add that.
9:09:02It gives you basically optimizations you can make.
9:09:04This is really great just to know what you mean.
9:09:06So again it's going to be just analytics under GMB
9:09:09you can pick more of your business if you have a right over here.
9:09:12It'll show you the social profiles if you want to connect more.
9:09:14Really handy, easy way to do it
9:09:16better, then show you all of the reviews you have coming in.
9:09:18So very simple, easy
9:09:20way to see what's working, what's not, and it's just a simple way to see stuff.
9:09:24I mean to make it look really cool.
9:09:25It shows you all this stuff,
9:09:26pulls it up right here, gives you the right feedback,
9:09:28and it's only going to get better to get to add more and more stuff in here.
9:09:31But this is a cool feature that they recently added.
9:09:33But I really think a lot of you guys could benefit from just looking at this.
9:09:36You'll be like, oh my gosh, none of this stuff is correct.
9:09:38A lot of people are missing basic stuff
9:09:40like they know on the right categories and the right services.
9:09:42You would be shocked.
9:09:43I see it all the time.
9:09:44There are so many people that just don't have the right stuff.
9:09:46So please look at this.
9:09:47Just very important and it will help a lot.
9:09:50So last pro tip before you end the video, because I gotta give you everything
9:09:54I got to give you the source.
9:09:55You know, the high level wizard is here to always give you literally everything.
9:09:59And that is Google Business Profile post.
9:10:00This is something I think a lot of people miss out on.
9:10:02That is very powerful.
9:10:03So what does Google business profile post would come?
9:10:05Right here it is the bad boys right here.
9:10:07What this does is this is basically like activity
9:10:10under social profile that helps boost your local SEO.
9:10:13Very important in this country being found in a whole lot of other stuff.
9:10:15And it's only going to get more important.
9:10:17And a simple way to do this is
9:10:18you can come right into marketing, come into the social
9:10:20planner, click new Post and then select your GMB right here.
9:10:24Put in your post. That is a creative puzzle.
9:10:26No idea.
9:10:27Just put in your post, tell me your pogo this stuff in and then schedule them.
9:10:30That way you schedule out a month's worth of work
9:10:33right in here so all of your posts are done.
9:10:35I believe high levels adding a feature where AI can do all this for you,
9:10:37but very important that you have this going on.
9:10:39So important you can say I have them running all the time.
9:10:42I post a lot because it helps a lot.
9:10:45That's how you get your business profile ranked really high on Google.
9:10:49Again, I'm not saying it does everything.
9:10:51You still have to do other stuff, but it helps a lot.
9:10:54Okay. It helps a lot.
9:10:55I think it's very important for really regular and Google just helping you out.
9:10:58So again, I think this is really important.
9:11:00I think this is something that you need to do, and it's just a pro tip.
9:11:02The kind of makes these things so easy.
9:11:04And I see so many people like my clients not getting where I want to be.
9:11:06It's like, you just got to be a couple tweaks to help them out.
9:11:08So that's another little pro tip for reputation management.
9:11:11Slash local set you up is kind of all one at this point.
9:11:13And it helps you.
9:11:20So the first thing you're going to do
9:11:21is come in a high level and go right down to reporting.
9:11:24And it'll bring you to a page that looks just like this.
9:11:27Then you're going to click New Report.
9:11:29So right here you have three options. You have. Create from blank.
9:11:32These are coming soon.
9:11:33But this will just be a library of reports.
9:11:35And this will just be cloning one you already have.
9:11:37Then down here what it's going to do is it's going to allow you to create one
9:11:41off of the dashboard you have right now in your sub account,
9:11:44and it's going to pull all that info.
9:11:46So that will be pre-made.
9:11:48So let me show you if we come to select and we click this okay.
9:11:52It's going to be completely blank.
9:11:53And you're going to add in stuff which we're going to get into this in a second.
9:11:55But this is going to be completely blank.
9:11:57If we do new report and we do from dashboard, it is going to
9:12:00take what's on the dashboard and bring it in here to the report.
9:12:05So I want to make this really clear.
9:12:06This report and all of the reports are the dashboard analytics.
9:12:11It just takes everything on the dashboard and brings it into a report
9:12:15and sends it to them whenever you want.
9:12:16This is all your data.
9:12:17If you didn't know in go high Level, that's what the dashboard is.
9:12:20And you can actually edit this dashboard.
9:12:22Only keep certain information which we're going
9:12:23to get to just a little bit, which is amazing
9:12:25because what a lot of people do is they have random stuff here.
9:12:28You may not be running Facebook ads, you may not be running Google ads.
9:12:31You don't need any of this.
9:12:32There's a lot of things you may not need in here that you can actually get rid of.
9:12:36And you can edit this
9:12:37and only have the right data, which I actually highly recommend you do.
9:12:40And I see very little people do this
9:12:42and their clients don't know what they're doing.
9:12:44Like, what are you guys doing for me?
9:12:46Well, if you just keep the right data, it'll make him look like you're
9:12:49doing a lot more, which, trust me, you want if you're doing a good job.
9:12:52Because remember, these people don't understand what you're doing for them.
9:12:55It just sounds like magic. Okay, so we're going to come down to reporting.
9:12:58And what we're going to do
9:12:58is we're going to pull this dashboard in the new report, okay.
9:13:00We're going to come out
9:13:01and we're going to have the dashboard and we're going to click import.
9:13:04This is the easiest way to do this.
9:13:07You name it right there.
9:13:07This will be a date range of when you want to see the report.
9:13:10Did you just want to see it from Tuesday to Wednesday or for a whole month.
9:13:13You can click that right there.
9:13:14And then this is how to export immediately and get the file and then cancel or
9:13:18save it. So this is your report. This is what it looks like.
9:13:20And this can be sent to your client so they can see
9:13:22wow look at that I get x, y and z.
9:13:25And you know this looks like they're doing good.
9:13:27Now why is this better than a simple you know, look at your dashboard is a
9:13:31that's more work for them because they get a log in a higher level
9:13:33to do a lot of stuff, and B they don't really understand it.
9:13:35If you send them a custom report via email with only the data you want,
9:13:39it looks more professional. It's like boom!
9:13:40Your weekly report of what
9:13:42Declan is doing for you on go high level, way more professional, way better.
9:13:46And it shows the data you're doing.
9:13:48One of the biggest issues
9:13:49I see when it comes to people keeping their clients is data.
9:13:54They have no way of showing clients what they're doing.
9:13:57Remember, you understand marketing and sales and CRMs and AI.
9:14:00Your clients most likely have no clue what it is.
9:14:03He don't get it.
9:14:04So with data and with numbers, you can show them
9:14:06this is what we're doing and this is how it works.
9:14:08If you do this well, we'll keep your clients paying you longer.
9:14:11Guarantee.
9:14:11You just have to understand this, because data is one of the big things
9:14:14that scares people away because you don't have it.
9:14:16So the first big thing is adding elements and widgets to your report.
9:14:20So right in here just let you know you can delete any of this.
9:14:23And what we can do is
9:14:24we can move things over and we can edit the way your report looks.
9:14:27So we want to have this up here.
9:14:28You just drag and drop okay.
9:14:30Just the way you want it, just like that.
9:14:31And you can edit it very simply very easily.
9:14:34Clean streets. You can delete little parts of it.
9:14:36You can leave the whole thing.
9:14:37It's really, really neat.
9:14:39And you can also add a bunch of stuff in.
9:14:41So the first thing I want to show you is you have all of these data points.
9:14:44So you have every single data point on contacts available,
9:14:47every single data point and appointments available, opportunities, visitor data,
9:14:49emails, calls, conversions, payments.
9:14:51You basically have all of the data points you could possibly want,
9:14:54and you can just click in, find the one you want, click it okay,
9:14:57configure it the way you want, and then click save.
9:14:59And what it's going to do is it's going to pop up right in here.
9:15:02And then you can drag and drop and play with it where you want.
9:15:04So I just want to make sure you understand that you have all of the possible
9:15:08data points.
9:15:09You could want
9:15:09everything from calls to emails open to emails sent to payments receive.
9:15:12You can configure. It's any which way more.
9:15:14You just look over here.
9:15:15You click this right here.
9:15:16Then you click this, click save and we'll bring it in just like I did here.
9:15:20So step number one is just getting the data you want onto the report.
9:15:24Step number two now is how we want the data
9:15:27to look on the report which is really really cool.
9:15:29So we're going to come up here. We're going to click contacts.
9:15:31We're going to click context count. We're gonna click save okay.
9:15:33We're going to come right down here.
9:15:34And now we can edit this in multiple which ways.
9:15:37So we can click a donate save boom.
9:15:40It is now looks like that. We then could go. Now let's do it on line.
9:15:42We click save.
9:15:43Look at that. It's now a line. We can do a bar.
9:15:46Let's do a bar.
9:15:47Change this guys this is going to make your basic report
9:15:51look so much cleaner because well a lot of people do is they just keep it as is.
9:15:54A lot of people are visual.
9:15:55It looks way cooler if you're making a lot of money.
9:15:57And as bars and crafts, it just looks cooler.
9:16:00They can visually see it.
9:16:01Just having words doesn't cut it so you can edit it even more like that.
9:16:05Then you can add any sort of conditions or themes,
9:16:08which is different colors, different kind of layouts.
9:16:11Simple like that.
9:16:12So that's pretty cool. That gives you a lot of flexibility.
9:16:15So again step number one is coming right in here clicking edit
9:16:19and picking exactly what data you want to show
9:16:23on your report and deleting what data you don't want on your report.
9:16:28Then your next step is to edit and customize
9:16:32the data you have on the page, making it look a certain way.
9:16:36And again, you can add elements in here if you want to add any stuff with images
9:16:39and titles, you just literally click this plug in the image you want via this
9:16:44and then click save.
9:16:45Very simple.
9:16:45Just like all of their builders code,
9:16:47text, simple stuff like that, and then themes where they went over
9:16:49that is just picking the way you want this thing to look.
9:16:52Quick thing
9:16:52I want to show you is that you can do this same editing on the dashboard.
9:16:56So if we go back and we come back up to dashboard,
9:17:00you have the same ability to edit the dashboard again, the reports
9:17:04or the dashboard. It's just pulling that.
9:17:06So you can come right in here and you can click Edit Dashboard.
9:17:08And you can actually configure the dashboard the way you want.
9:17:11So we don't want this. You delete all of them.
9:17:13You can literally do all the whole drag and drop thing whatever way you want.
9:17:16And you can then edit this as much as you want.
9:17:19You can even add widgets.
9:17:21The same thing we just went over.
9:17:23Remember when we just went over data, how it looks, elements, themes?
9:17:27You can do that exact same thing on your dashboard and what I recommend
9:17:31you do if you're going to be doing this in a niche.
9:17:33Plumber, electrician, whatever, I recommend you create the coolest
9:17:36kind of report for that kind of client and have that in a snapshot
9:17:40along with all your other stuff.
9:17:41So every time you bring this over, you now have the perfect reporting.
9:17:44I'm telling you guys, this is way more powerful and important than you think.
9:17:48Like reporting is a art, okay?
9:17:50And if you do it right, people are blown away
9:17:52because they're like, oh my gosh, we got that many clicks, I love it.
9:17:54Let's do more.
9:17:55Lot of you guys aren't doing this at all,
9:17:56and your clients aren't edified or motivated by the process at all.
9:17:59Seeing is believing, and this helps keep your clients longer.
9:18:02So again, just to reiterate,
9:18:03you can do the same kind of editing on the dashboard because the dashboard is
9:18:07where you pull the customer reports from and they get sent to every single month.
9:18:11So basically all you got to do is edit the report the way you want it,
9:18:14and then you come in here and do page properties.
9:18:15This just takes a couple different things out.
9:18:18As you see it removes dividers titles like up here.
9:18:21It can remove this stuff,
9:18:22but you can add a logo end to basically be on top of everything.
9:18:25So if we want Declan's face then we'll be on all the pages.
9:18:28Very cool. You can just edit it a little more like that.
9:18:30And this is right under Page Properties.
9:18:32It just gives you a little more functionality to edit it.
9:18:35You obviously wouldn't want it read.
9:18:36That looks really dumb, but you pick exactly how you want to
9:18:39look, and page properties just gives you that a little bit more editing.
9:18:42And then right over here
9:18:43we basically can name each page, which is actually really good.
9:18:46So if we come right here we could do sales and it would be the sales page.
9:18:49When they open up they go, oh,
9:18:51this is the sales page, which I think is really important.
9:18:53Don't leave it.
9:18:54Untitled page you want to name each page, especially if you have big reports
9:18:57that way looks good.
9:18:57And again to do this you would just click Page List right here.
9:19:00And then you access it like this.
9:19:01You just click these three dots and you can either delete or rename.
9:19:04Last but not least we manage permissions.
9:19:06This is just who gets access to the port. You only want a user to see it.
9:19:09Do want everyone to see it.
9:19:10You can pick who you want access to and again you just designate
9:19:14how you want that to go down. But that's it.
9:19:16Once you have your report configured the way you want it and you're like,
9:19:20I like this, it looks good.
9:19:22Remember, it'll stay this way.
9:19:23You then come up here and click Send or Schedule.
9:19:26This is the final part in this process is how frequently
9:19:30do you want this to show up? Do you want this daily?
9:19:32Do you want this monthly? Do you want this weekly?
9:19:34You pick I would recommend weekly or monthly.
9:19:37Doing it every day is like the bit much
9:19:38unless you're dealing with high volume business.
9:19:40We'll just pick weekly and this is going to be when it gets automatically sent.
9:19:43Because guys, when we set this up it's automatic. It's hands off.
9:19:46It just sends them the reports. So we'll do Monday at 10 a.m..
9:19:48That's perfect. Date range last seven days.
9:19:50This is how much you want the report to be in. We'll just leave it at that.
9:19:52Make sure you have your proper emailing.
9:19:54You want to put your subject line in. This is really important.
9:19:56Be you know, business name.
9:19:58So put in their business name
9:19:59and then do weekly report or stats, something like that.
9:20:03That's really, really important.
9:20:04You pick the exact recipients you want in case.
9:20:07What we're going to do is we're going to pick this right here.
9:20:10And then you're going to pick a message if you want to add it in.
9:20:12But what I recommend you do first before you schedule
9:20:14this is send this to somebody so you can test this.
9:20:18It's very very important. We're going to send this right now.
9:20:21We're going to send a test email. That way you've sent a test.
9:20:23And you can just proof and make sure it looks good.
9:20:25Once everything looks good and your report is
9:20:27then you're going to click Save and Schedule.
9:20:29And what this is going to do
9:20:30is it's just going to schedule this and it'll be forever
9:20:33taken care of and hands off.
9:20:34And this is what it's going to look like when you are done with this.
9:20:38It's going to look just like this. It's going to say weekly.
9:20:40It'll have that green bubble and then you're done.
9:20:43And if you want to edit it further you can come in here.
9:20:45You click Manage Permissions Duplicate to another account.
9:20:47So you can send this to another sub account.
9:20:49If you have this, you know
9:20:50looking real good and the way you want it, or you just click delete and it's done.
9:20:53And it's as simple as that.
9:20:54So guys it's super easy to get custom reports I just walked through.
9:20:57You can do it in 5 to 10 minutes.
9:20:59You can make them look amazing and it'll be automated.
9:21:00You don't have to do anything
9:21:02that you show your clients logically with data what you are doing,
9:21:06because a lot of the time you sell them, they're really excited, they're happy,
9:21:10but then they have no clue
9:21:11what you're doing, and they think it's some sort of magic spell when it's not.
9:21:14So please make sure you have custom reports set up.
9:21:18It will help you so much.
9:21:25So I believe.
9:21:26That the app marketplace on high level is going to be, for a lot of people,
9:21:30their biggest income stream in 2026 and beyond.
9:21:34I'm telling you, I see huge potential this and high level is pushing it very far.
9:21:38So in this video, what I'm going to show you
9:21:39is I'm going to explain to you what is this marketplace. Okay.
9:21:42What can you sell on it, how to get on it, how to create an account,
9:21:45and then how to list your hard work so you can potentially make
9:21:48that recurring income without ever having to make a sales pitch.
9:21:51So I'm going to be walking you through everything in this video.
9:21:54But first we definitely have to go through what this is.
9:21:56So you've probably seen this right here on Agency View the App marketplace.
9:22:00Also, if we come to Sub Account view you'll also see the app marketplace.
9:22:04So what a lot of people think this is, is a place
9:22:07where you just get third party apps and plug them in a high level.
9:22:11That is what it used to be a couple of years ago.
9:22:14It has changed drastically, and you don't just have to be a developer
9:22:17to get on here. Now anyone can do this.
9:22:19Anyone can create an account for free.
9:22:21It's changed a lot and you can list so much more than just apps.
9:22:26So again, remember this isn't just for apps.
9:22:28This is a bunch of different stuff in high level.
9:22:31Now you might be asking, well, what can I resell in high level?
9:22:34Because you've probably done a lot of work who watching this video right now
9:22:37and you're like,
9:22:37well, how can I make that passive income off the things I already said?
9:22:39Well, let me break down all the stuff you can sell
9:22:42as of the making of this video on the marketplace.
9:22:45So as you see here, it's not just apps, it's so many other things I have.
9:22:50First of all, you can sell your conversation
9:22:52ad, which is AI chat bots inside a high level that you've built.
9:22:55You can then sell custom JS, which is just custom code
9:22:58that will add extra features inside a high level.
9:23:00You then can sell custom pages, which is an added page on your dashboard
9:23:04or inside of high level.
9:23:05You can sell conversation providers,
9:23:07which is stuff like WhatsApp, telegram, all kinds of things you can add in.
9:23:11You can actually sell payment providers.
9:23:13This one's a big one,
9:23:14which is like alternatives to Stripe and Square,
9:23:17where you can basically get people's cost down. You can list that.
9:23:20You can then sell voice AI, which is the AI agents to talk to on the phone.
9:23:23You then can sell web widgets, which are like little chat
9:23:26bots on someone's website, which could be a voice at bot and whatnot.
9:23:30You then can sell workflows so your automations that you've built,
9:23:33you can make money off that passively, and then you can sell your snapshots,
9:23:36which a ton of people build these all the time.
9:23:38And it's like, you might as well get extra for your hard work.
9:23:41So they're going to be adding to this list, no doubt.
9:23:43But this is a lot of stuff.
9:23:44And guys, anyone can sell this stuff.
9:23:47This isn't like you have to be some developer with a special pass.
9:23:49Like you can create an account in literally like three minutes.
9:23:52I'm going to show you in a sack how to do and you can get that extra money.
9:23:55And guys, this is the point I want to make really clear
9:23:57before we move on to the next step,
9:23:59is that with this kind of stuff, you've already built this stuff.
9:24:03Okay? This isn't like, oh, you're going to go back and start doing this.
9:24:05Like most of you guys have a lot of this, especially snapshots and workflows.
9:24:08Why not list it on the marketplace and potentially get passive income?
9:24:13Why not? You definitely should.
9:24:15And the crazy part about this, okay, is this isn't just something high level
9:24:19put out there.
9:24:19And it's like, okay, here, you know, make some passive income.
9:24:22They've actually been giving awards out for people with the best
9:24:25AI agents and other stuff at the summit.
9:24:27I mean, I pulled this up. This was in the group.
9:24:29This guy don't even know who this is.
9:24:31This is not my picture. This is all on high levels.
9:24:32Facebook group.
9:24:33This guy got 13 grand for a real estate agent.
9:24:3613 grand connects to a high level in the marketplace.
9:24:39Like, this is the kind of stuff that they're doing
9:24:41because they see potential in this.
9:24:43And there was a lot of other winners of this program too.
9:24:45So it's like you guys already have this stuff, especially snapshots,
9:24:48put it on the marketplace and potentially make money.
9:24:51I mean, you could sell one of these for 500 bucks.
9:24:52You get one sale a month. Dude, that's golden.
9:24:55And I know people okay.
9:24:56And a lot of them that have done stuff like this,
9:24:59whether it be, you know, on their YouTube channel,
9:25:00whether they list on the marketplace and they make actual passive income.
9:25:04You build it once and it sells multiple times.
9:25:06So again, you've already done the hard work.
9:25:07You might as well monetize your hard work.
9:25:09So you're probably now wondering, well, this is awesome, Declan
9:25:13the almighty wizard, how do we make money off this?
9:25:15How do I get set up right now?
9:25:16Well, I'm going to show you right now.
9:25:18You're going to come to Marketplace Doggo High-Level.
9:25:23Up. Okay.
9:25:24It's right there on the screen. That's the Earl you're going to go to.
9:25:27And you'll be brought to a page like this.
9:25:29You then need to fill out your first name. Last name.
9:25:31Put in your company, click the company size roll title,
9:25:34put in your phone number
9:25:35and verified it'll send you a code, email, then password, then agree to this.
9:25:39Then get started.
9:25:39What's going to happen
9:25:40though is before it's going to basically allow you to get in,
9:25:43you have to verify your email.
9:25:44Also, a lot of people are like it's just frozen.
9:25:46It's not. You have to verify email. So go through and do this.
9:25:49I already have a account,
9:25:50so I'm not going to do this, but pause the video
9:25:51if you have to fill this out right now, get started.
9:25:54And then we're going to go back in and get building okay.
9:25:56So you got to log in and it should look something like this okay.
9:26:00So this is what your dashboard should look like.
9:26:02You have the app dashboard the testing.
9:26:03See your applications.
9:26:05My apps which is everything you have done and built product updates
9:26:08notifications asking questions and then your profile here.
9:26:11So it's a very simple dashboard. Nothing complicated.
9:26:13But what I want to do now is I want to walk you through
9:26:16setting up your app on the marketplace and know when I say app,
9:26:19I mean any of those options I listed before, not an actual app,
9:26:22they just call it app, but it could be a voice which a snapshot, whatever.
9:26:25So now it's time to build our app okay.
9:26:28So we're going to come right in here and we're going to click Create App.
9:26:32So the first thing we're gonna do is going to put in the application name.
9:26:34So what I'm going to do
9:26:34for the sake of this video is set up an AI voice agent in the marketplace.
9:26:39I'm not going to be setting up a snapshot or an automation,
9:26:42but it's all very similar.
9:26:43So you'll see what I'm saying here in a second.
9:26:45But I'm just going to be for the sake of the video sensor.
9:26:46So we're going to do AI voice agent and we're going to do HVAC.
9:26:52Then you're going to want the app type to be private or public.
9:26:55Okay. We're going to do public. You have who to target.
9:26:57You use the app where to do sub account.
9:26:59It's much better. Pickett who can install the app.
9:27:01You want to have everyone because agency only is only going to be for agency admins
9:27:04as opposed to it being in the sub account level listing type white label.
9:27:08It's simpler.
9:27:09You can also do the standard nonwhite label.
9:27:10So now we're going to click Create app.
9:27:13So the first basic wave of info has been done.
9:27:16So now we have to come in and we have to fill out
9:27:18all these other details to get it listed.
9:27:20So first the names already put in you're going to need an app logo.
9:27:23So make sure you follow these guidelines and upload your app logo.
9:27:27Okay so I put mine in just like that.
9:27:29Again you put whatever logo you want, forsake the video.
9:27:32We're doing that. We're then going to come in here.
9:27:33We're going to click category.
9:27:34We're going to do it's under marketing.
9:27:38Let's see.
9:27:39We're going to do lead generation.
9:27:41That could be live chat to. We'll do both.
9:27:43So you're going to put in your categories and this is how it's going to list
9:27:45in the marketplace. You're then going to put in your tagline.
9:27:47So this is what I have put in for mine.
9:27:49But you're going to have to put in whatever your tagline is.
9:27:52And then you got to click a business niche.
9:27:54So because this is an H vac bot, we're going to find HVAC.
9:27:59I do not see that.
9:28:00So that would be under home services.
9:28:02Then you're going to put your company name in.
9:28:04Then we're just going to put wizard AI agents okay.
9:28:09That's just what you're going to put your company name right in there.
9:28:12Then you're going to put your website in.
9:28:13This is not required, but I recommend you do it because it's free backlink.
9:28:17Why not.
9:28:18So you just put your website in just like that and then you're good to go.
9:28:22So make sure you go through and you make sure all
9:28:23this info has been filled out and it looks right.
9:28:26Then what we're gonna do is we're going to click save.
9:28:28Then once we have this first part save, we're then going to go
9:28:31to Listing Configuration.
9:28:32But this has already been done so we don't have to go through it.
9:28:35Then we're going to go to App profile.
9:28:37So this is really important okay.
9:28:38First thing you have to put in an app description guys.
9:28:41Again remember this is going on a marketplace with a bunch of other stuff.
9:28:44So you want to fill this out properly.
9:28:46So when people click on your snapshot website
9:28:49app, whatever you did they can see exactly what this is about.
9:28:53That's the whole point.
9:28:54So you want to be as in-depth as possible.
9:28:55So now you're going to sit and you're going to put in your app description.
9:28:58So this is what I've put in if you want to see it's got a bunch of stuff.
9:29:02You don't have to go in depth. But I like to be very thorough with it.
9:29:05So this is what I have put in.
9:29:06Now what you're going to need
9:29:07is you're going to need preview images for your application.
9:29:11So we got to upload some of these so they can kind of see what this is about.
9:29:14So you want to pause and upload.
9:29:15And again these are the exact dimensions they ask for.
9:29:18So then you upload your exact image.
9:29:20And then right here what's really important is if you have a preview okay.
9:29:24Where you like go over like almost a mini demo,
9:29:26put the YouTube bureau in here so people can watch and learn.
9:29:29Really important to do if you are trying to actually sell this
9:29:32and you want something more intuitive,
9:29:34because I've seen stuff out there where it's like, hey, just use this thing
9:29:37and then there's no info on it and it's like, what even are you selling?
9:29:40Okay, so I saved it, but there's a couple key details that we left out.
9:29:43Okay.
9:29:44So we got to get rid of all GL references.
9:29:48Okay I did not know that but we will do that.
9:29:52I'm gonna see if it doesn't know.
9:29:54So it's Jeep and GLS. Got to go okay.
9:29:57So that's good.
9:29:58Now we have to add more images.
9:30:00So we need three images to upload just like you saw before.
9:30:03Make sure there isn't a reference to high level.
9:30:05And that has to do with trademark. Right.
9:30:07So not even GL you can't put in there.
9:30:09And then you have three images to put in at the minimum so they can see,
9:30:13you know, previews of your. So we're going to make sure we click save.
9:30:16We're then going to go to support details.
9:30:18So the only ones you have to fill out here is a support email and a phone number.
9:30:21But I would honestly recommend you fill out all of these.
9:30:24Again, you do not have to
9:30:25if you're in a rush, but let's go through and fill out all of these.
9:30:28So we're going to put in our support email.
9:30:30We're then going to put in our documentation URL okay.
9:30:33Perfect. By the way this is all fictitious.
9:30:35Then we're going to put in our support website URL.
9:30:38I'm going to paste that right in like that.
9:30:39And then support phone number.
9:30:41You have to have one of these. Again it has a little star.
9:30:43So you're gonna have to do it. So we're going to put that in.
9:30:45So we'll paste that just like that.
9:30:47Then we're going to put the terms and conditions in the privacy policy.
9:30:49Again these things aren't starred. These are the only two you have to put in.
9:30:52But we're going to fill this in any way because we have to.
9:30:54And as you guys are seeing this is not complicated stuff.
9:30:56Like anyone can set this up.
9:30:58Like it's not like we're going through and all this complicated API stuff.
9:31:01It's pretty simple.
9:31:02So then we're going to paste just like that.
9:31:04Then we're going to put in the privacy policy URL.
9:31:07We're going to paste that right in there.
9:31:09And then what you do everything looks good.
9:31:10We have everything filled out.
9:31:11We're then going to click save just like that then getting started guide.
9:31:15So this can help very very much where you can put a URL in
9:31:20which could be like a funnel or any page on high level
9:31:22that goes through like an entire set of sequence video embedded.
9:31:25I recommend you to do this.
9:31:26Now if you're just trying to get an app out quickly, don't do this.
9:31:29But if you are, I recommend you go in and you properly
9:31:33put some sort of page in there because again, people get lost.
9:31:37We all do, even I do.
9:31:39It's very good to have as much support as possible,
9:31:42because there's nothing worse than getting on something.
9:31:43There's no data on it.
9:31:44I mean, it's not like people are going to have,
9:31:45you know, your app on YouTube because your app.
9:31:48So it's like you got to have the support.
9:31:50So this is the kind of stuff that's going to help it sell whatnot.
9:31:52So then we move on to pricing very very important okay.
9:31:56So we have three different options free which is what it sounds like.
9:31:59Free freemium okay.
9:32:00Which is like it's free.
9:32:01And then there's upsells later and then paid which is just straight up.
9:32:06You just pay for it.
9:32:07So you can either pick free or freemium.
9:32:09And from there you come in and you click Add Plan
9:32:11if you want to put in that upsell or what they charge later.
9:32:14But for paid okay, we're going to click confirm.
9:32:16And what it's going to do is I'm going to turn it
9:32:17into a paid application snapshot, voice agent, whatever.
9:32:21And you can use within high levels platform which is stripe and the stuff.
9:32:24It's all just connected.
9:32:25Or you could use an external payment page which you link right here,
9:32:28which would be a place where they can go to get to the app.
9:32:30I recommend doing this. It's much easier.
9:32:32And then you can add in your pricing plan.
9:32:33So you have one time monthly, yearly, and you literally just put in 2500.
9:32:38We'll just put that for a that's a lot and we'll just do AI agents again.
9:32:44You're just filling in.
9:32:45It's very obvious. It's not complicated.
9:32:47And then you can add anything with said feature.
9:32:49And then from there you save and you now have that payment plan.
9:32:52Now here's the thing in your account because it's kind of high level.
9:32:55It'll be using your stripe. And then right here really important.
9:32:57Do you want to provide a free trial for your app. Yes.
9:33:00You want a free trial or no you don't.
9:33:01That's up to you.
9:33:02Again, for an AI agent,
9:33:03you may want a free trial, but that is up to you and your discretion.
9:33:06So that's really all you got to do.
9:33:07And then you click save and then you'll see update successfully.
9:33:10You're good to go.
9:33:11Now this is the really important part.
9:33:13This is where we're going to pick exactly what you do.
9:33:16So you saw earlier in the video these are all your options
9:33:18of what you want to sell on high level.
9:33:19For us we're going to be using the voice AI agent.
9:33:23That's what we're going to be selling. So we're going to click voice AI.
9:33:25And guys just let you know they're all so similar.
9:33:27So once you learn one you kind of learn.
9:33:29So we're going to toggle this on okay.
9:33:30And then what we're going to do is we're going to come back to high level.
9:33:33We're going to come to AI agents.
9:33:35We're going to come to voice AI.
9:33:37We're going to click Agent List, and we're going to go right here
9:33:40and we're going to click Copy Role for marketplace.
9:33:42It's copied.
9:33:44We come back and we paste said template.
9:33:47Then we click submit and boom it took Rebecca as not Rebecca.
9:33:52But we can switch that if you want right there.
9:33:54You just click X and add something in like that.
9:33:57And then the use case, what we do is we're just going to do lead qualification.
9:34:00And then again you can put an agent description if you want.
9:34:02But that's how we get the AI agent in there.
9:34:04We come right in and we put in.
9:34:05So come to conversation AI okay.
9:34:08We come to Mary.
9:34:09Same thing.
9:34:10You'll see it.
9:34:10And with any other thing that's listed on here,
9:34:13you very simply go in and you just pull it and plug it in.
9:34:16It's just like I showed you. It's very simple.
9:34:17High level makes it very easy. So that's it.
9:34:20So now we're like, okay, good.
9:34:21We have our AI voice agent plugged in.
9:34:23We then click save.
9:34:26So from there we are now plugged in and good to go.
9:34:28Now you have a couple extra stuff down here like stuff with webhooks and extra
9:34:32things you can add.
9:34:33But then you also have like
9:34:34the reviews of it, your earnings, how much you're making, review history.
9:34:36And this is all for basically the app you just created, but you just create it
9:34:40so it's not going to be there.
9:34:41So then we're going to go to the app dashboard,
9:34:42and you're going to see right here that your AI agent is ready to go.
9:34:46It's in here. It is now part of you.
9:34:48But you'll see that it's draft versus these that are live.
9:34:50But it's because these are private which means they go through
9:34:53these are public.
9:34:54So if we were to come back to my apps, I just want to show you this really quick.
9:34:57And we come to edit and we were to come to where it was.
9:35:02It should be in here.
9:35:04Would you private watch this.
9:35:06We save this and then we come to my apps.
9:35:09You'll see it's life because it doesn't need to be submitted for review.
9:35:12But if you want it public on the marketplace,
9:35:14okay, that's coming in right here and being able to find said
9:35:19AI agent on said marketplace, it has to get approved,
9:35:22which isn't hard to do, but we're going to come back here
9:35:24and what we're going to do is we're going to click
9:35:26edit, we're going to do public and we're going to click save.
9:35:29But then what we need to do is
9:35:30we need to click this right here to submit for review.
9:35:32So you're going to come right in here.
9:35:34You can read this as marketplace
9:35:35apps are manually viewed by go high levels marketplace team.
9:35:37And then initial review will be done within ten business days.
9:35:41If any information provided is incorrect and complete,
9:35:43we'll contact you with feedback, any app changes, blah blah blah blah blah.
9:35:46Simple like that.
9:35:47Not super complicated.
9:35:48You can read it, but from their next.
9:35:50Then you're going to
9:35:51put in a demonstration video, and then you can basically share a video
9:35:54that goes over how data and usage in the app.
9:35:56And then basically what you're going to do is you're going to share test
9:35:58credentials, and then any other details that help the team kind of understand,
9:36:02because again, they don't want you to like out here
9:36:03scamming people, but then you click submit for review
9:36:06and then your app will basically be put into said marketplace.
9:36:10Once it gets approved,
9:36:11should be either email notification and then you're good to go.
9:36:13So that's essentially how you do it. It's very simple. It's very easy.
9:36:16And what I want to kind of impart on you now a lot of you guys
9:36:20have a ton of snapshots.
9:36:21A lot of you guys have AI agents.
9:36:22You have all this I recommend you get on and you start putting in.
9:36:26I mean, you can see right here, these are some random agents people created.
9:36:29And you can see right up here.
9:36:30These are the amount of minutes that's been used.
9:36:32Like that's a decent amount.
9:36:34Like these are people plugging in stuff and people are using this
9:36:37like they even got reviews.
9:36:38Like this is only going to get like for you guys that are shy and hate
9:36:42selling and are like, yeah, I don't want to do that.
9:36:44I don't want to sell the regular agency services.
9:36:47This is what you need to be doing.
9:36:48Like there's so many different ways to make money and high level
9:36:51and with this kind of stuff, it's like so easy.
9:36:54Now. Again, don't expect to just put it out there and immediately get rich.
9:36:58That's not the way this works.
9:36:59You have to make sure it's optimized,
9:37:01you have to put volume into it and you have to do stuff.
9:37:03But if you do this for a long time and you actually get on to the marketplace
9:37:07and you start getting reviews, you know, other people leave your reviews,
9:37:10your stuff's going to get pushed to the top
9:37:12and it's just going to do a lot more.
9:37:14So again, guys, I really think that this is a game changer.
9:37:18I think this is going to be the future for shy people
9:37:21and just really all of your hard work like snapshots,
9:37:25agents, all this stuff you built like this is a great place to put it.
9:37:28So again, like make sure you do this ASAP because this is going to
9:37:31change everything.
9:37:37So before.
9:37:38We go into the settings down here,
9:37:39I just want to make this really clear because.
9:37:41This is very very important.
9:37:43Settings on each sub account are basically the admin side
9:37:47of all of the things on here.
9:37:49It has those final things that basically complete everything on the main dashboard.
9:37:54And I get so many questions about custom values, how to configure emails,
9:37:59getting phone numbers, all these little things
9:38:01that make all of this work, tags, opportunities, everything.
9:38:05And if they just understood the settings, they would understand all of it.
9:38:10Please again,
9:38:11pay really close attention
9:38:12because this video may not be the most exciting,
9:38:14but it will answer so many of your questions
9:38:16and just give you that much more in-depth knowledge of how the entire go high level
9:38:21system works, so you'll just be like a master way faster, trust me.
9:38:25Like when I really dive into the settings, it clicked way better.
9:38:28So you're gonna come to your sub account
9:38:30and you can go right down the settings, okay.
9:38:31And we'll be brought to these right here.
9:38:33So I'm going to go through each one of these and what they do.
9:38:36So first up is business profile settings.
9:38:38And all this is is main admin panel.
9:38:41And this is actually tied to custom values a lot of the time.
9:38:45So it's important to understand that these are where the default data slash
9:38:50settings and ideas for your sub account go.
9:38:53So the first thing in general information you're going to have your location ID
9:38:56anytime you use support.
9:38:57And they want to know where a sub account is you're going to need this.
9:38:59This is the exact code okay.
9:39:02It's the ID that differentiates sub accounts.
9:39:05So it's unique to this and they all have them.
9:39:07Then you can have a business logo
9:39:09and then a bunch of different business information.
9:39:12So legal business name email your branded domain,
9:39:15your website, your API key in general information.
9:39:18And a lot of people don't have this filled up. I recommend you come through.
9:39:21You feel everything out,
9:39:22even put the exact name with your aim and upload your logo.
9:39:24Trust me, it just makes everything that much cleaner
9:39:27and you always just click update information when you're done.
9:39:29Then over here you have your physical address.
9:39:31This should already be filled in when you sign up with high level,
9:39:33but it will just be the address of your business.
9:39:36Trust me, when this is all filled out,
9:39:37it makes a bunch of the other stuff easy because it pre populates.
9:39:40Then you have business information.
9:39:42Okay, so this is like legitimate legal side of things.
9:39:44So be your aim okay.
9:39:45Any sort of registration ID industry.
9:39:47Again super good if you are having stuff like hub verification
9:39:51because this will help.
9:39:52So make sure you plug in all of that or your client stuff again
9:39:55guys this it just makes such a big difference
9:39:57in the long run when you're trying to do stuff quickly.
9:39:59That authorized representative, this is going to be the user,
9:40:02the person that basically runs said sub account.
9:40:05Really important that you fill this out, whoever it is, whether it be you,
9:40:07whether it be a VA, whether it be the business owner,
9:40:09fill this out with all their stuff and click update information.
9:40:12Then we have general.
9:40:13So this just has a couple different major settings across the entire sub account.
9:40:17You can do so you can allow duplicate opportunities merge contacts disabled time
9:40:22zone bot prevention mark emails invalid due to hard balance which I recommend you
9:40:26check on if you are doing email marketing.
9:40:27These are just a couple things that you only can find here
9:40:30that have to do with other things out here.
9:40:32So it depends on what you're trying to do.
9:40:34Okay, this is where you would take on those other settings.
9:40:37And then right down here this will link to other parts of the account.
9:40:40So back in the day boxes for SMBs compliance right here to click.
9:40:44You had your voice mail box.
9:40:45You could click and you had missed call text box all here.
9:40:47They recently changed that. Guys this is 2025.
9:40:50It's different.
9:40:50They now have it just linking.
9:40:52If we click looking for call and voicemail settings it's going to take us
9:40:55to the phone numbers section of go high level.
9:40:59See about us right down the phone numbers. But it's not right here.
9:41:01We actually have to go to voicemail and missed call text back.
9:41:04So back in the day and you should just be right in sentence.
9:41:06But now we actually have to go another step.
9:41:09And then right in here you can actually upload your voicemail.
9:41:12So you can have a default voicemail for this sub account.
9:41:16You literally just click upload file and you upload said voicemail
9:41:20and pick your in calling time out
9:41:21how long you want it to basically go before it answer.
9:41:23And then here's where you can enable the missed call text back box.
9:41:27So again guys it's recently changed.
9:41:28But that's where you would click it and then you're good to go.
9:41:31That is where you will check these boxes that used to be there.
9:41:34So you can get that little fine tune.
9:41:36So now we're back in business profile.
9:41:37That's what happens when you click this.
9:41:39So as you see right here we were just visiting this.
9:41:41But remember we also had the miss call text back.
9:41:44And that was right below this under phone numbers.
9:41:48So again I just want to make this clear. They move that.
9:41:50But you just click that and follow the exact instructions I did to get to that.
9:41:53Then under phone numbers also is the SMS compliance which is two boxes.
9:41:57You can check
9:41:57which I recommend you do which will help that are actually underneath
9:42:01phone numbers again.
9:42:01So if we click go to SM's compliance settings they will pop up here as well.
9:42:06So we come right in phone numbers under Advanced Settings.
9:42:08And we're going to go all the way over to SMBs compliance.
9:42:11And these two boxes you're going to want to have checked on okay.
9:42:15One is making sure that you have an opt out,
9:42:17and the other is making sure you are compliant by adding sender information.
9:42:20So you can check these on or off. I recommend you have them on.
9:42:23It's good compliance practice.
9:42:24You have to click into this and go to this to find these.
9:42:27They're not in the sub account anymore
9:42:29but these are default settings on the sub account.
9:42:32So that's where these three boxes go.
9:42:34You just click them and you follow the exact construction I have.
9:42:36Last but not least we have basically allowing duplicate opportunities,
9:42:39which is just allowing in your pipelines to have two of the same opportunity.
9:42:42And you can talk this on or you can toggle it off, you pick.
9:42:45But that is the business profile.
9:42:47And again all this is, is it's the base
9:42:50general information for the entire sub account.
9:42:54Next we're going to go to billing.
9:42:56This is actually really cool because this is where
9:42:59all of your financial transactions within a sub account are.
9:43:03So right.
9:43:04In here you will see all the marketplace apps you have
9:43:06and then you'll see the add on.
9:43:07So we added WhatsApp onto this subject.
9:43:09So you will see okay I'm paying ten bucks from this.
9:43:11You'll see you're paying for Yext or whatever you're using.
9:43:15It'll all pop up right here.
9:43:16So if you're wondering what you're paying for
9:43:18in a sub account, you always come down to billing.
9:43:20And then in payments you will have your credit card information up here.
9:43:25So it's always there, any sort of billing information.
9:43:27And then you'll see all of the charges for this sub account.
9:43:32So handy if you're wondering like what am I paying.
9:43:35What's going in. What's going out.
9:43:36You can see it all within payments and then in wallets and transactions.
9:43:39Every sub account has a wallet, and those wallets get deducted
9:43:44from this balance to pay for any sort of upselling thing.
9:43:47So AI features, email, SMS, all those little things.
9:43:50And this is where you will see every single little charge.
9:43:53So every text message that went out, every email,
9:43:55you'll basically just see all of that right in here.
9:43:58I mean, you can see right here in that conversation,
9:43:59it's showing you how much has been spent and how that all works.
9:44:02So this is pretty cool because you can dictate that.
9:44:04And then you can also dictate the auto recharge.
9:44:07So once your balance gets below
9:44:10let's say ten bucks it'll recharge with 50 or 100.
9:44:13Now again that's a little bit too much.
9:44:15But you decide.
9:44:16And the cool thing about this guy is, is it gives you
9:44:19that little bit of flexibility to understand
9:44:21what's going on in your subcaste.
9:44:22You're not just going, it's all put in neatly under subscriptions,
9:44:26payments, walls, transactions.
9:44:27So you can see
9:44:28every single financial transaction going in and out of your sub account.
9:44:32Then we're going to move on to my staff.
9:44:34Okay. This is very, very important.
9:44:37So your staff are the users of a sub account okay.
9:44:41These are the people you give access to to control.
9:44:45Yes. You get your sub account and this can be a VA.
9:44:49This can be a business owner. It can be you. It can be your mom.
9:44:51It can be your dad. It can be your cat.
9:44:52They can't use it, but you get the idea.
9:44:54It can be anyone. You can give them access to.
9:44:56Either everything or some stuff.
9:44:58The first thing I want to show you is
9:44:59you can pick the user role just to see who's where right here.
9:45:02So to add these users we're just going to click Add User right here.
9:45:05And you're going to go through some info.
9:45:07So you're going to put in the name.
9:45:09So you're just going to put in your name or their name.
9:45:12Whoever you're putting in email
9:45:16you put in your phone number.
9:45:17You can select people to add them to calendars.
9:45:20You can add basic signatures, you can add all this stuff into their account,
9:45:24even a profile photo I recommend you do because then you can
9:45:27basically distinguish, okay, this is a VA, this is the business owner.
9:45:31And then you just click next.
9:45:33Now in roles and permissions for every single user,
9:45:35you can let them have access to certain things.
9:45:37And by doing that you just leave these toggled on and check these boxes.
9:45:40Or if you don't want them getting access to these, you click off.
9:45:44So if you're wondering, all of this stuff you're giving access to
9:45:46is the sub account.
9:45:47So you could give them access to conversations or not.
9:45:49So we would come right down to conversations and we could literally
9:45:53toggle this off and then they wouldn't get access to conversations.
9:45:57So you decide exactly what you want each one to get access to.
9:46:03Very handy, very powerful.
9:46:05This way you have complete control because you are the main admin of everything.
9:46:09And then right in here you have user or admin.
9:46:11The only difference is admin has access to the contacts, user doesn't,
9:46:15but you can toggle still on and off everything.
9:46:17So they're very similar.
9:46:18But you can go through you can pick exactly what you want for this.
9:46:21Say I want them to have this, this, that, and you decide exactly what features
9:46:24you want them to access to.
9:46:25And this can be really good because if you have somebody that comes in
9:46:27that is not friendly and you don't want them having access
9:46:30to your website or a bunch of stuff because they might mess it up.
9:46:33So then once you see everything that's good and you say,
9:46:36I want them to have access to everything, then click save
9:46:39and then you can scroll right down here
9:46:40and you can plug in their voicemail settings
9:46:42so you can upload their own personal voicemail.
9:46:44You then have a user availability.
9:46:46So this is what hours do they work? When are they available?
9:46:49Again you pick exactly what day, what time and then what time they end.
9:46:52That way they would be only available through calendars on this specific time.
9:46:57Because what happens is with calendars, it will pull this information
9:47:01based on the users of the people taking the calls.
9:47:03So this is how you configure that on every single person in your sub account.
9:47:07Then you have calendar, configuration, Google
9:47:09Calendar, outlook or whatever you're using for your calendar system in here.
9:47:13And then you can add in Zoom or Google Meet or whatever you use
9:47:17right through here.
9:47:18Then we have notification settings.
9:47:19So this is just turning on notifications for this user.
9:47:24And you just go through exactly what you want.
9:47:26You click on or off.
9:47:28And when you're done you click save.
9:47:30It's as simple as that and you're good to go.
9:47:32So all of.
9:47:33Of these features are just for users.
9:47:35It just enables you
9:47:36to have a little more flexibility over the people you allow in your sub account.
9:47:40And what you can also do is when someone first signs up with you,
9:47:43you can come right into launchpad and come right down here and click add.
9:47:46And what this will do is you can just plug in an email address, click send invite,
9:47:50and it's going to send them access in a user form
9:47:53so they can immediately get signed up if you don't want to add it manually.
9:47:56But this is just how you would do it manually.
9:47:58And once you have all your users here, you can toggle between admin and user.
9:48:01You can click edit to reedit each account, or you can click delete
9:48:05and then we'll get rid of them from the location.
9:48:07But this way you have access
9:48:09in full functionality of your team, your employees, whatever.
9:48:13This is where you're at it, right through my staff.
9:48:16So now we have opportunities and pipelines.
9:48:19So really all this is, is a couple basic settings
9:48:22on opportunities within your account.
9:48:26So if we come right in here you have a couple of things.
9:48:29So we can turn this off entirely which is allow different
9:48:31owners of contacts and their opportunity.
9:48:33Or you can turn it on. And then right in here you have two options.
9:48:35You can automatically make opportunity owner a follower of a contact.
9:48:38So that's basically allowing an opportunity
9:48:40to connect to a contact or automatically make a contact
9:48:43owner fall of an opportunity, which is the inverse of that.
9:48:45And you can just select these on or off.
9:48:47Then you click save changes and you're done.
9:48:49You can do the exact same thing right here.
9:48:52This is just a little more functionality over your pipelines.
9:48:55Remember what I said before guys down in settings?
9:48:58It's just these little things that tweak much bigger things
9:49:02up on the sub account level. This is where you access it.
9:49:04Then we go to automation.
9:49:06These are just the global workflow settings in here.
9:49:10The first thing you see is unlock the Workflow Pro plan.
9:49:13You are using premium Actions and triggers which is just part of automations,
9:49:17which is usually if you're using third parties to add in,
9:49:19you can buy it right here. Then we have notifications.
9:49:22Okay, so this is turning on notifications via pipelines for said users.
9:49:27So you select the exact user one, you click them and then you click save.
9:49:30And then right down here you have Paul's workflow.
9:49:32So temporarily pause selected workflows putting them in during a specific period
9:49:36so you can select a exact time and the exact workflow.
9:49:39And then click save or add a date annually.
9:49:41And it will just pause them and you're good to go.
9:49:44So this is just simple things on automations to add,
9:49:47but a lot of this can be done through the automations as well.
9:49:50This is where you would access all of this information.
9:49:53So it's just good to know exactly what this tab does.
9:49:55Now we have calendars.
9:49:56When you create calendars, you actually do it in settings.
9:50:00You don't do it in calendars.
9:50:02Calendars is just where you see your appointments,
9:50:06your calendar and basic stuff like that.
9:50:08And it's all through these two tabs to create calendars
9:50:12like this and group service menus, rooms, etc.
9:50:15and creating the calendar itself,
9:50:18you actually have to come and click Calendar Settings and look what happens.
9:50:22It takes us all the way down to calendars, so there's nothing else like this
9:50:26in your go.
9:50:27High level account.
9:50:28So this is the one odd one where it's actually all in settings.
9:50:32And to get to it, you can just come right into calendars
9:50:34and click Calendar Settings.
9:50:35And that's where you add a lot of people get really confused
9:50:37because like I went to calendars, I didn't see where to build a calendar.
9:50:40It's because it's actually in settings.
9:50:42So it's a little bit different.
9:50:43So just to let you know, I have a full video dedicated to creating
9:50:47calendars for every niche on another video on my channel called Calendars Tutorial.
9:50:51So please go watch that because I'm just showing you how to access it.
9:50:54Okay, with that video? It's full on my channel.
9:50:56Please go check it out. It's amazing.
9:50:57But that's where you will do everything
9:50:59with calendars and actually learn how to do this.
9:51:01Then we go down to conversation AI.
9:51:04This is where you build a chat bots.
9:51:07Again, full video on this on my channel.
9:51:09I'm not going to be going in-depth in this video because I'm just showing you
9:51:11where is this used to only be available in settings,
9:51:13but actually if you come to your sub account
9:51:16you can go to AI agents and it is the exact same thing, right?
9:51:19If we click conversation AI, it's just now active right through here
9:51:22because it's a very popular feature, but that's where you would find it.
9:51:25So you don't really need to come into settings in order to do this.
9:51:27You can just come right into AI agents, click it and you're good to go
9:51:30on your main set account.
9:51:31And again,
9:51:32I have a full video on my channel going so in depth probably the best video on go
9:51:36high level AI chatbot. It's available on YouTube, so please go check it out.
9:51:38But this is where you access it.
9:51:40Same with AI voice agents.
9:51:41If you come right in here and we click voice AI,
9:51:45it is the exact same thing.
9:51:48One is up here through agents, the other is right down here.
9:51:52And then you're good to go. So it's very very simple.
9:51:54It's very straightforward.
9:51:55Again guys if you want to learn how to create
9:51:57AI chatbots or AI voice agents, I have full videos on my channel
9:52:00going in depth over this.
9:52:01I highly recommend you go watch those because it will explain in depth
9:52:04how you do this. This video is just settings.
9:52:06I'm just showing you what each of these does.
9:52:07So it makes sense.
9:52:09Now we're going to move on
9:52:10to email services that will be in your sub account under marketing under emails.
9:52:13That's where you'll be sending out campaigns and IT contacts.
9:52:15That's where you do the actual sending an email.
9:52:17This is configuring okay
9:52:19what provider you're using and what dedicated domain you're using.
9:52:22So you can either use mail gun or you can use lead connector
9:52:24I recommend using Lead Connect dedicated domain in IP, and you can add
9:52:27a dedicated domain and IP to this account.
9:52:31So your email campaigns, whether that be cold email or warm
9:52:34email, don't land in spam.
9:52:36They land in inbox.
9:52:38And I have a full video on this subject because it's so in depth.
9:52:42So please check it out my channel because it's an email marketing masterclass.
9:52:45But just know in your settings this is where you set that up okay.
9:52:48And then in here you have all of the basic settings
9:52:51for emails in general across go high level.
9:52:54So you know where it's forwarding address is from addresses, blind carbon
9:52:58copy, all your email analytics, anything requiring email verification,
9:53:03more analytics, postmaster tools
9:53:05which is even more in depth, analytics and so on and so forth.
9:53:08And that's what the email services does in your account settings.
9:53:11It determines the core email and the settings on the email
9:53:15that you send in your account.
9:53:17Okay, from marketing and contacts.
9:53:19So it's not how you send emails, it's configuring it.
9:53:22So you're sending emails the right way.
9:53:24So definitely check that out because it's very important.
9:53:25Then we have phone numbers.
9:53:27So this is where you will buy phone numbers inside of go high level.
9:53:31And to add a phone number you come right in here.
9:53:34You click add phone number. You pick exactly which one you want.
9:53:36Or you can come right into filter and you can click, whether it be local
9:53:40or toll free.
9:53:40You can pick first part or last part so you can get an area code in there.
9:53:44Then you select
9:53:44exactly what you want, you apply and then you just click proceed to buy.
9:53:48Once you click, it costs a dollar or $2 whatever.
9:53:51And then you're done.
9:53:52In phone numbers, this is where you'll see all of the usage based on the sub
9:53:55account, your trust center where you get a to P verified messaging.
9:53:59And so these are all the analytics on your text messages.
9:54:02Then advanced settings
9:54:03which we went to earlier in the video which will have all of the smaller stuff.
9:54:06Configuring your phone number on this sub account.
9:54:11This is very important.
9:54:11If you are sending text message blasts, the settings
9:54:15will be configured in here, not up there.
9:54:18It's down in settings.
9:54:19That's where you do all the little stuff like compliance,
9:54:21number intelligence, all the little tweaks that will make everything
9:54:25perform better that is found in the settings under phone numbers.
9:54:28And again, I have full videos on SMS marketing.
9:54:30If you want to learn how to send SMS right way.
9:54:33Getting people's inbox, get clients with SMS,
9:54:35create automations using SMS blitz on my channel.
9:54:37So please check that out.
9:54:38But just know that phone numbers is where you'll buy the phone number
9:54:41and configure said settings so you can come back up here
9:54:44into context and launch your text message blasts the right way.
9:54:48Then we have WhatsApp.
9:54:50So this is where you will manage all of your WhatsApp numbers.
9:54:54And to add WhatsApp numbers, you just click Add number and follow said steps.
9:54:58This is where you'll configure it in go high level if you want.
9:55:01This is where you will do it.
9:55:02You'll come in here and you follow along and then you get verified.
9:55:05You create your number
9:55:06and then you can basically start sending WhatsApp messages in contacts.
9:55:09You can even send WhatsApp blasts.
9:55:11It's a great way to get clients.
9:55:12It's great for overseas people into relatively cheap.
9:55:14This is where you will manage everything WhatsApp related in your sub accounts.
9:55:18Just in case your WhatsApp dashboard doesn't look like this
9:55:21and it looks like this.
9:55:22This just means you have to buy what on your sub account.
9:55:25Whether you want someone's white
9:55:26label or your own, and you have to buy it so you can get access to this.
9:55:30Because remember, that is a paid service to connect to chatbots and all that stuff
9:55:33I level. I think it's $10 or whatever.
9:55:35You can find out how much it costs on the back end,
9:55:37but if it doesn't look at it,
9:55:38you'll just put in your credit card and get it,
9:55:39and then you'll have this exact same dashboard so you can get started.
9:55:42That's what's happening. Nutshell.
9:55:43It'll be all found in the settings through here to configure everything.
9:55:46So to access custom objects you're going to come right in your sub account.
9:55:49You're going to click settings.
9:55:50And you're going to scroll all the way down to objects.
9:55:52And you are going to click it.
9:55:53So before I can create these for you, I first have to explain what these are
9:55:57because they are a bit complex.
9:55:58If you've never did anything with databases before.
9:56:01So let me explain this to you.
9:56:02Some objects, put simply, are just objects.
9:56:05Inside I go, for example, a pet car, a toy, a tree, a house,
9:56:09whatever object and what you do in high level is you create these categories.
9:56:14Then you have unique identifiers under each category.
9:56:17That way you could have multiple cats, multiple cars, and multiple toys.
9:56:22You can go a step further and have unique identifiers for as many pets as you want.
9:56:27It gives you ultimate customization.
9:56:29This is why this feature is so powerful.
9:56:31So you could have a pet.
9:56:33Then underneath her you could have two different pets which are custom objects.
9:56:36So you could have a pet name, Skittles, and it's a Persian cat.
9:56:39Then you could have another pet
9:56:41named Ruby, and that cat would be a house cat worth car.
9:56:45You could create a custom object for cars and then you can create
9:56:47objects underneath that. Because remember these are the categories.
9:56:50The custom objects are the things that you put in.
9:56:53You could have a Toyota that's 2025 under car,
9:56:56and you could also have a Ferrari.
9:56:57That would be 2018. And you can keep going.
9:57:00You can create as many unique identifiers as you want for each one.
9:57:03That way you can have as many of an object as you want with as many different
9:57:08unique identifiers.
9:57:08That way, if you have a bigger company, okay, let's say a real estate company,
9:57:13you can list all the properties, the address, the zip code, the price.
9:57:16This is how you get this customization.
9:57:19It's through custom objects.
9:57:21So just to let you know, a contact record inside of Gold Level is a custom object.
9:57:26It's the first custom object that's ever been there.
9:57:28But now that they added this, you can have whatever you want.
9:57:31I mean, whatever business you have, you can add it in.
9:57:33Then you can have as many as you want underneath each one.
9:57:36So you have unique identifiers.
9:57:37That way you have unlimited objects inside of go high level.
9:57:40So now you can really create anything.
9:57:41So you're probably like, Declan this is cool.
9:57:43This is great. You explain custom objects.
9:57:46This is you know, this is dandy, but how do I make money with it.
9:57:49So I'm going to break that down.
9:57:50So how do you make money with custom objects?
9:57:52The first thing is it's way more data.
9:57:54Save extra customer info like pet names or favorite toys.
9:57:57You understand them better.
9:57:58You now basically get way more data on each sub account.
9:58:02The second point of making money is you can create highly targeted offers
9:58:06with this.
9:58:06So you could send irresistible deals like premium dog food for Fido's owners.
9:58:11So if you have someone in your CRM that owns a dog named Fido,
9:58:14you can basically highly target them down to like their favorite food
9:58:18or their favorite birthday dessert.
9:58:20It basically creates ways for you to get that much more narrow in your offers.
9:58:25Guys, the dollars are in the depth and the riches are in the niches.
9:58:29If you can get so niche and so targeted, your customer will see this and go
9:58:33that's me. And high level has this ability with custom objects.
9:58:36Okay, number three automations in AI.
9:58:38With more data comes money.
9:58:39You can plug custom objects into automations.
9:58:41I'm going to show you how to do it later in the video. Don't worry.
9:58:43But with AI, AI has to pull from something.
9:58:46This is what people don't understand.
9:58:47It doesn't just make stuff up, it pulls from a database.
9:58:51That is how AI learns.
9:58:52So if you have a database that has cars but also their mileage, also their color,
9:58:57also their make, also their owners and literally every bit of data on a car,
9:59:01you have so much more to give the AI which will work that much better,
9:59:05just giving you so much more data and high level.
9:59:07Never had this before,
9:59:08and it was one of the things that hurt them, because you could only go so far
9:59:11because you could really just have contact records and that's it.
9:59:13Now you have supreme data, which is the custom objects.
9:59:16Last but not least, you can fully customize go high level.
9:59:20I mean, like you can service
9:59:21pretty much anyone now with custom objects, real estate, in-depth law firms,
9:59:25veterinary clinics, I mean, you name it, you can now do it with Go High level.
9:59:30Before you weren't able to do that.
9:59:32But Custom Objects lets you create anything.
9:59:35I mean, this is one of the most powerful things in high level,
9:59:38and it's so powerful that at the summit, Varun, one of the co-founders of Go
9:59:42High Level, said this was one of the most exciting projects
9:59:45and the thing that will change high level the most.
9:59:48Check this out.
9:59:49That's why a lot of people gravitate towards Salesforce and HubSpot.
9:59:53These serums were so much more powerful
9:59:54because they have the database of custom objects you can get that much more narrow.
9:59:59High level was just websites marketing,
10:00:00but now with custom objects, they are becoming like Salesforce.
10:00:04They are becoming like HubSpot.
10:00:05It's so much more advanced.
10:00:07So for all the people that are like super into databases
10:00:10that are much more high level, you understand what I'm getting.
10:00:12You're nodding your head because you see that they have that piece
10:00:15that they were missing forever.
10:00:16So guys, custom objects are huge.
10:00:18It may be one of the biggest things high level puts in.
10:00:21And I know right now you're like, yeah, not really,
10:00:23because you may not understand this fully, but just know that this is something
10:00:26they never have and now they have it.
10:00:27And it's actually the big thing that other CRMs like HubSpot
10:00:31and Salesforce are really big dogs have that.
10:00:33That is why it's so important that you learn what's in this video.
10:00:36Okay, so now that you understand custom objects and they make sense,
10:00:40we now can create them.
10:00:41So make sure your back end objects, which you went through the beginning of video.
10:00:44And we're going to click Add Custom Object.
10:00:46And it's going to be brought to a page that looks like this.
10:00:49So as you see right here you put in the custom object here.
10:00:52So what is it.
10:00:53Is it a cat, an animal, a dog, a house, a tree, a bird, a airplane,
10:00:57whatever the custom object is, you're going to put it in here.
10:00:59So what we're going to do is we're going to do car
10:01:00just because it's a great example.
10:01:02There's a lot you can do with but you can do this for anything.
10:01:04Remember anything you can create, you can put it in your so car.
10:01:06And then right in here you're just going to put the plural which is just multiple.
10:01:09So it'd be car and then cars. Then right in here.
10:01:12This is a really important part.
10:01:13This is the primary display field.
10:01:15So remember back
10:01:16earlier in the slide where I showed you you can have unique identifiers.
10:01:19This is going to be the primary unique identifier
10:01:22that makes sure that each custom object is unique.
10:01:26You have pet but then you would have pet name or pet
10:01:29breed, whatever it is, or dog breed or whatever object you have.
10:01:32This is the first unique identifier and you can have
10:01:34as many unique identifiers as you want, but there's always going to be
10:01:38that completely distinguishes each custom object apart.
10:01:41Remember, under pets or under cats or dogs, you could have multiple dogs.
10:01:44So right in here what you could put was Vin number.
10:01:47That was the thing that makes every single car different.
10:01:49Or you could do license plate number, anything that makes it super different.
10:01:52Remember this is the first identifier we can put more.
10:01:55But this is the primary.
10:01:56And so we're just going to do the number and we're just going to do seven.
10:01:58I don't know what this is. I'm just making this up.
10:02:00Say you put yours in here. So then we're going to put it in okay.
10:02:03And right here just to let you know this is just the internal name in the back end.
10:02:06It's kind of like a custom field value that it's putting in.
10:02:08So don't even worry about that.
10:02:09But then you have an icon to basically put this in.
10:02:12So what we're going to do is we're going to put in a car
10:02:14and they have literally every icon you could ever want.
10:02:16But we're just going to put in this right here. So we have this right here.
10:02:19And then you can enter in a description.
10:02:20So we're just going to do all car types.
10:02:23And you put in whatever you want
10:02:24just another little descriptor of the custom object.
10:02:26So once you have the custom object complete you're good to go this down here.
10:02:30Don't worry about this I'm going to go over this later in the video.
10:02:32This what this means.
10:02:33And the custom fields is just more primary display fields, unique identifiers
10:02:37talked about before the unique identifiers.
10:02:39That's just more of these, which I'll show you how to add in a second.
10:02:41So what we're gonna do is we're going to double
10:02:42check everything, make sure everything looks good.
10:02:43Then we're going to click Create Custom Object.
10:02:46So as you see here now we created the custom object.
10:02:49So one thing I want to make really clear.
10:02:51And I don't see anyone else really talking about this
10:02:52because can be very confusing is what you're creating right
10:02:54now is a custom object but it's a custom object category.
10:02:57Because really a custom object is one of the cars underneath the custom object.
10:03:02So yes, it's a custom object, but think of these as custom
10:03:04object categories, because then we can put in Toyota Corolla,
10:03:07we can put in Ford Fiesta, we can put in Subaru Outback,
10:03:11we can put in all of the car types and the cars which are the custom objects.
10:03:15So think of this as the category for the custom object,
10:03:19because you don't just create one, you create multiple underneath of it.
10:03:21So once you create the custom object, if we go back here,
10:03:24you will see on your dashboard the custom object actually pops up right here.
10:03:30It actually hops right in here.
10:03:31And it is now a custom object.
10:03:34So this is where you would see all of your custom objects.
10:03:36So I don't know why it says two cars up there
10:03:38because we haven't created these I think that's a glitch.
10:03:39But this is where you would see all of the custom objects that you have.
10:03:42So now that you have the category of cars, you now need to add objects
10:03:47which are cars.
10:03:48So when we come right in here into the custom object category, we click Add Car.
10:03:51We now can add in a car.
10:03:53We're going to then save this okay. Go back.
10:03:56And now we see okay our car inside of custom objects.
10:04:00We're like okay cool. But here's the problem.
10:04:02We now have a car by just a Vin number. That's it.
10:04:05That's going to be a nightmare to go through and be like,
10:04:07okay, we just have a bunch of Vin numbers. I have no clue.
10:04:10We now want to add more unique identifiers.
10:04:12Remember I talked about the fields, the custom fields so we can understand.
10:04:15Okay. How many cars and what different types of cars.
10:04:18So what will then do is we're going to come back to settings.
10:04:21We're going to go all the way back down to Custom objects.
10:04:24And we're going to come right in here to cars.
10:04:26And we're going to click these three dots.
10:04:27And we're going to click Add Custom Field.
10:04:29So we're going to do a single line okay.
10:04:31And then we're going to come right in here.
10:04:32So what we're going to do is we're going to do brand okay.
10:04:35The object is going to be car.
10:04:36You're going to pick whatever object you want.
10:04:38Remember you can do a contact opportunity.
10:04:40And by the way all of the objects you create will pop right up in here.
10:04:43So you can add this to it. Then the group will just be car info.
10:04:45It's just going to pick whatever you have.
10:04:47And then we're going to click save.
10:04:49What we're going to do is we're going to come back to objects.
10:04:50Click add custom fields, single line, click next.
10:04:54And what I'm going to do is I'm now going to do color as you see right here.
10:04:57We're going to do car.
10:04:58Make sure it's all good car info and click save.
10:05:02So now we're like okay now we have two more unique identifiers I like this.
10:05:05Now we're going to go back because this will give us a little more data.
10:05:07We're going to come back to cars.
10:05:08And as you see right here you're coming here.
10:05:10You'll click this pencil.
10:05:11You will now see that it has brand and color.
10:05:13So we can go oh sweet.
10:05:14We can do Toyota okay. Spell it.
10:05:18And then what we're going to do is we're going to do green and we're going to save.
10:05:21So now in here you now have a Toyota that's green.
10:05:26And its Vin number is 777777. Really good.
10:05:30So now you see right here you can see oh my gosh look I see the database.
10:05:33So you guys kind of see where I'm going.
10:05:34You got a database now of objects with all of the info you could possibly want.
10:05:38So you could have a gazillion different items.
10:05:40And high level gets the ultimate customization.
10:05:43And just a little tip, if you come in here and come right here,
10:05:45you can decide what fields you want to see in here.
10:05:46So if I get rid of color okay.
10:05:48And we click apply, it's going to get rid of color right here.
10:05:50But we don't want that.
10:05:51We want as many pieces of data info as possible.
10:05:53So we're going to select that. We're gonna apply.
10:05:54So it comes back that way we can see okay color and we're good.
10:05:57So just to give you one more example we can add another car okay.
10:06:00But now what we want to do is make sure that we change it up.
10:06:03So we have two cars. We don't have one car. We got two.
10:06:06So if we click Add Car again member.
10:06:08The primary field we put in first as of in number.
10:06:10Remember you would put whatever the prior because there's one that's main
10:06:14and then there's more after that.
10:06:15And then after we create it you see right down here,
10:06:18we then put in the brand and we're going to do Ford,
10:06:20we're going to do black and we're going to click save.
10:06:23And now we have another car in the database that is a Ford.
10:06:28And it's black. And it's been numbers eight eight, eight.
10:06:29So you can create as many cars objects underneath this category as you want.
10:06:35So you can just see how advanced this is.
10:06:37You can really go hog wild and create so much with custom objects.
10:06:41It is one of the most powerful tools in high level,
10:06:44and a lot of people don't even know what it is.
10:06:45But I recommend you get on this now, because this, I'm telling you right
10:06:49now, will play a central role in the AI revolution.
10:06:52Because remember, the AI needs to play off and this is feeding it perfect data.
10:06:57So now that you understand
10:06:58custom objects, we now need to understand the second part,
10:07:01which is associations, which is connecting objects to objects,
10:07:06which goes even further, which just gives you even more customization.
10:07:09So we're going to click that little pencil
10:07:11and we're going to click this right here which is association.
10:07:13So now we click go to Object Settings.
10:07:15It just takes us right back down to objects.
10:07:17And as you see right here associations pops in here.
10:07:19If we go back if you want to get into associations
10:07:21you just click the custom object category and then you click associations.
10:07:25As simple as that.
10:07:25So now I need to explain what an association is because this really
10:07:29takes custom objects and puts it on steroids,
10:07:32connecting objects to objects and to contacts and people.
10:07:35That way you can really tie everything together.
10:07:37Let me explain.
10:07:38So as you see in go high level, we have two custom
10:07:40objects or custom object categories. To be precise.
10:07:42We have pet and we have toy.
10:07:44And underneath pet we have the custom object which is red toy.
10:07:46And underneath the pet we have Fido.
10:07:48Fido's favorite chew toy is the Red chew toy, so we can create
10:07:51an association between Fido and then his favorite chew toy.
10:07:54So now in the database it has an arrow and pointing
10:07:57that says Fido loves the chew toy and they're connected.
10:08:01They are now objects that are connected.
10:08:03So all it is doing it is taking objects.
10:08:05And again, you can do this with context two.
10:08:07And it's just saying
10:08:08that they have an association, they have some sort of thing in common.
10:08:11And another example would be if you have a car so you have a Toyota.
10:08:14And Declan O'Reilly, as you see right here is another cosmologist.
10:08:17I am the owner. So that way it goes okay.
10:08:18I am the owner of the Toyota and that's the association.
10:08:22It's just linking things that are together or assimilated in one way or another.
10:08:27And guys, this is so important for creating offers
10:08:29because a big thing that happens in this space a lot.
10:08:33And guys, this is so important for data because if you can create custom objects
10:08:37and then you can link which ones are connected to
10:08:39which, you can pretty much have the ultimate offers.
10:08:41They get so narrow on exactly one person.
10:08:44Guys, that's how you sell at mass.
10:08:46You have one offer to a bunch of people, and it's not narrow enough.
10:08:49With custom objects, AI, and automations, you can kind of craft tailor made offers
10:08:53to specific people that it's so narrow that they're like, that's me.
10:08:57I have to buy.
10:08:58Not just like dog owners.
10:09:00It's like Fido owners who love red chew toy.
10:09:02It's so narrow.
10:09:03But what you can do is you can go even a step further
10:09:06and you can have multiple associations with multiple objects.
10:09:09So we have Declan O'Reilly,
10:09:10the owner of the Toyota, also owns Fido and connected to the Chouteau.
10:09:14So you can have multiple objects tied to multiple things.
10:09:17Guys, if you have any questions on this
10:09:19or you're confused at all, please drop a comment down below.
10:09:21I will answer as fast as I can.
10:09:22I will go in depth on this because this is just critical that you learn this.
10:09:26Okay?
10:09:26So please again make sure if you are confused you drop a comment down below.
10:09:30I hope I'm making this as clear as possible,
10:09:31hoping that your grandparents can get it.
10:09:33That's why I have these big bright colors and make it as simple as possible.
10:09:36You just you got to learn this.
10:09:37This is essential to your goal high level journey.
10:09:39So again guys, all in association
10:09:41is is a connection between custom objects inside of high level.
10:09:45So to create association we come back to this page and we click Create Association.
10:09:48And right in here you're just going to pick the object
10:09:50that you want to associate with.
10:09:51We only have contacts okay.
10:09:54Because we don't have any other real objects we can connect it to just be
10:09:58yes we got to add them.
10:09:58So we're going to click this and then we're going to name the association.
10:10:01So what we're going to do is we're just going to do owner
10:10:03because it's going to be owner of the car.
10:10:04Then we're going to come down here and we're going to click save.
10:10:07And then you see right here the association's create.
10:10:09So now we need to do is we need to come back up to cars okay.
10:10:11We need to pick the Ford right here.
10:10:14We need to come in associations.
10:10:15And then what we need to do is we need to associate a contact.
10:10:18So we're going to come in and we're going to play Declan
10:10:20and we're going to click save.
10:10:22So now Declan is an association of said Ford.
10:10:26And it's as simple as that.
10:10:28You now can create the custom objects and then you can have associations
10:10:31between objects.
10:10:32Just before we go into automations, part of this,
10:10:34which will be the end of the video, I just want to walk
10:10:36you through, if we add another custom object, adding them together.
10:10:39So we're going to come right down to settings, okay.
10:10:40We're going to come right down to objects.
10:10:42And we're going to come right in here to add custom object.
10:10:45And we're going to do toy toys
10:10:47I do borrow, I don't even know if I'm spilling that.
10:10:49We're going to go right here to change icon.
10:10:51We're going to do toy and we're going to click the little horse.
10:10:54And then we're just going to do toys.
10:10:56Then we're going to click Create Custom Object.
10:10:59And if we come right into toys and we come right here
10:11:01and we go to associations and we click Create Association.
10:11:04And we click this dropdown right here,
10:11:06you can see right here cars are now an option.
10:11:08So now you have multiple cosmologies.
10:11:09You can now add cars into the mix.
10:11:12So I just thought that was really important to see.
10:11:14But as you see right here
10:11:14you have companies to which I go over that in detail in my contacts video.
10:11:18All that is is a business inside of a sub if you want to have that.
10:11:21But these both are standard custom objects.
10:11:24And if you click it right here, it just shows the associations
10:11:26with said contacts to whatever object you have.
10:11:30And that's pretty much it.
10:11:31And then if you click this right here, you can delete,
10:11:33edit or add more custom fields.
10:11:34Remember unique identifiers right like this to all of these.
10:11:37So we're going to delete this right here.
10:11:38If you delete this
10:11:39what this will do is
10:11:40this will get rid of everything tied to it's you want to be very careful
10:11:43because it's going to get rid of the field.
10:11:44So it's just going to access everything.
10:11:46You can only have three custom objects as of right now, because I'm guessing
10:11:50the reason being it just keeps pushing this down.
10:11:52If you have a bunch of these, it's just going to trip out.
10:11:55Going to be more added soon, but for the most part
10:11:57you just have access to three.
10:11:58And if we come back down to objects, the last thing I want to mention is objects.
10:12:02And so all this stuff is only available on the 497 plan.
10:12:07That is the Pro, the SaaS one, the really big juicy plan
10:12:10that is the biggest high level plan to have.
10:12:12And custom objects unfortunately are only available on that.
10:12:14So if you are interested in that, I have a 30 day free
10:12:16trial, link to the Pro down below
10:12:17so you can go check that out and sign up with that.
10:12:18Because again guys, I'm telling you, if you have big databases, custom
10:12:21objects will change the game and make you a lot of money.
10:12:23So now that we're done with all of this, okay, and one last little pro
10:12:27tip thing I want to show you if we come up to contacts, this is pretty cool.
10:12:30And we come right in here and we click this contact
10:12:34right here, you will now see all the way over here,
10:12:37you can now have associations tied in just like this.
10:12:41How cool is that.
10:12:42So you can now associate cars and right in the contacts level.
10:12:45That's how important custom objects and associations are
10:12:47is that they're adding it all across the high level dashboards.
10:12:49It's that little thing right there, the association.
10:12:51And again you just click associate new car.
10:12:53You pick the exact car you want, remember the Vin number.
10:12:55And then we're good to go.
10:12:56So if you have a car dealership you could potentially have a bazillion
10:12:59different cars in here to where to Ford, Honda, Ferrari, whatever.
10:13:02And then connect them to multiple contacts so you can have owners of said contact.
10:13:06Again, it's just a bunch of data which makes everything that much more powerful.
10:13:10So that is custom objects and associations in depth.
10:13:13The last thing I want to show
10:13:14you is really a bonus of this video is the automation side of things.
10:13:17This is where stuff gets absolutely absurd.
10:13:20So if you come down to automations, you will see a different feature enabled
10:13:23only on the 487 plan, only for people that have created the custom objects.
10:13:27This is huge.
10:13:28It's like a new automation feature. It's amazing.
10:13:31So we come right here to automation and we click Create Workflow.
10:13:33Look at that.
10:13:34That way it has a custom object workflow as its own category,
10:13:38not a recipe, not start from scratch but it's own automation category.
10:13:41Guys this is huge for high level automations.
10:13:43So we're going to do is we're going to click this right here.
10:13:45And I'm just going to walk you through what you can do with this.
10:13:48So if you come in here and you click Add New Trigger,
10:13:50you'll see these two triggers added in, which is amazing.
10:13:53You won't see these. You can search them. They're not available.
10:13:55It's only in its own category.
10:13:57Now what you can do is with car create or car change.
10:13:59By the way, any custom object you have in here,
10:14:00you can now do a bunch of different stuff out of this.
10:14:02So let's do car created okay.
10:14:04And you could add car is and we'll just do Vin whatever you put in guys.
10:14:08Again it's I don't know what you're doing but you add in
10:14:10so you can say let's say a custom object gets created in high level.
10:14:13You can click the triggers.
10:14:14And now you have car associated record update car.
10:14:17So as you are clear all the fields
10:14:19plus a bunch of other actions you can add in to make this go crazy.
10:14:24This is insane guys.
10:14:25This means that with custom objects, you can create your own little workflow,
10:14:29tie it into a bigger workflow, and have super offers created.
10:14:33Guys, I'm talking super offers.
10:14:35We've never seen this before, but this is crazy because if you have,
10:14:38let's say an object that's created and Tim, the car owner, now owns it,
10:14:42you now could get him on maintenance because it's direct to Tim.
10:14:45It would be like, hey, Tim, your car, your Vin number, this, that,
10:14:48all this data, and then connect it right back to him and automate the system.
10:14:52Guys, the final point I'm going to say on all this
10:14:54and why this is so powerful with the automations, the custom objects
10:14:57and all this stuff is for the first time, high level now can create anything.
10:15:01Okay, back in the day you only were limited to the contacts
10:15:03opportunities in what's in the dashboard.
10:15:04But with custom objects you now can really create any database you want.
10:15:09Custom objects are databases.
10:15:11It is now giving you a database to plug in to change the game.
10:15:14And now that they added this into automations,
10:15:16because this is a newer feature, you now can get that much more granular on
10:15:20creating custom object automations and time them in a high level,
10:15:23pretty much automating anything.
10:15:25But now, since you can create things out of thin air,
10:15:27you can fully customize high level and truly make it your
10:15:30your own CRM, which I'm telling
10:15:32you guys will make you a lot of money and save you way more time.
10:15:35Okay, now we have custom fields,
10:15:38so all I custom field is is a field
10:15:41in go high level that is custom, which means it is something you make up.
10:15:44So for example, if we come to a form this is a regular field.
10:15:48First name regular field.
10:15:50Now a custom field on the other hand is a field you make up that you can add
10:15:55to forms, websites, email marketing campaigns, whatever you want to create.
10:15:59So if you come in here and you're like creating a form
10:16:02for a competition, you could have first name, last name,
10:16:04and then you could add a custom field which would be favorite Pokémon card
10:16:08or whatever.
10:16:09That way you have extra flexibility over everything
10:16:12because every business is different.
10:16:14It's not just going to be first name, last name,
10:16:15email address, there's going to be other fields involved.
10:16:17It may be favorite car, it may be in number.
10:16:20You know,
10:16:20whatever custom fields gives you that ability to create any sort of field.
10:16:24So there's full customization here.
10:16:26And to add these you just click Add Field.
10:16:28You pick how you want it.
10:16:29So multi-line number whatever which you can do single line.
10:16:32We're going to put that. We're going to click next.
10:16:33And then you're going to pick what you want to be called.
10:16:35So we're going to do current car okay.
10:16:38This is just completely random.
10:16:39Then you can pick if it's connected to an object a group whatever you want.
10:16:42Okay.
10:16:43This could be current car because remember this right here.
10:16:46What I'm looking at is these things right here.
10:16:49It's the fields in there. So then you could click save.
10:16:51Now you have said custom field right down here which is current card.
10:16:55And you can add this anywhere you want.
10:16:57So let's refresh this and let's add this in.
10:16:59We're going to come right into custom fields.
10:17:01And we are going to find under contact.
10:17:03And look at that current car.
10:17:05And we can just drop that in.
10:17:06Now they can put their current car in there.
10:17:07And we can configure anything else you want.
10:17:09And this is important because it just gives you
10:17:11that much more flexibility to create anything for any business.
10:17:14That way you have every single data field.
10:17:16Because remember
10:17:17AI and all this stuff
10:17:18is going to be working off data fields isn't just magically know stuff
10:17:21and pull from the ether it pulled from somewhere.
10:17:23So with this it will know exactly where it's coming from.
10:17:27That way you have full functionality. Everything.
10:17:29Now we have custom values, which is awesome.
10:17:32This is one of the best parts about high level.
10:17:35A lot of other serums don't do this.
10:17:36I do have full videos on cousin fields and custom values on my channel
10:17:39if you want to go more in depth, but I'm just going to give you
10:17:41a quick teaser here because it's so important.
10:17:43And by the way,
10:17:43this is where you're going to be adding all of your custom values to your account.
10:17:47Custom values are placeholders that can be changed across the entire sub account.
10:17:53Let me show you what I'm talking about.
10:17:54So custom fields are awesome on websites,
10:17:57but you can also use them on forms, funnels, email marketing campaigns.
10:18:00Your entire subcamp
10:18:01mean literally anything you can think of across all of this can be a custom value,
10:18:06because what this is, is the placeholder that changes
10:18:09anytime you edit that to save you a ton of time.
10:18:12So I want to show you something really, really interesting. Okay.
10:18:14So what we're going to do is put in a picture custom field.
10:18:18That way I can just show you how awesome this is.
10:18:20So what we're gonna do is we're going to come right here,
10:18:21I'm going to click this right here.
10:18:22And we're going to get link okay. It's going to be my amazing face.
10:18:25Then we're going to come back to custom fields.
10:18:27We're going to click Add New Custom Value. We're going to do that.
10:18:29Cleanse face is just an example to show you the power enter value.
10:18:34You're going to paste the value of things.
10:18:36So like you said I copied the link.
10:18:37If it's a calendar you calendar the copy link.
10:18:39If it's an image, you copy that. If it's a word, you copy that.
10:18:42If it's a phone number, you copy that, it's the value.
10:18:44Then you click create.
10:18:45Now what Go high Level does on the other hand
10:18:47is they create the custom value for you, which is this right here.
10:18:51So this right in here is now that picture of my face, these little words.
10:18:56And wherever I put that it will pop. So I could have this in an email template.
10:18:59I could have this on a form, I could have this across go high level.
10:19:02And when I change this it then will change across the board.
10:19:06This is how high level saves people so much time in snapshots is
10:19:09they just rig it and light it up with custom values.
10:19:13So you can just come right in here and change this and it works.
10:19:15So we're going to copy this right here okay.
10:19:17We're going to come right to this website.
10:19:18And we're just going to add a couple things in.
10:19:20We're going to put this image right here.
10:19:21And in this image what we're going to do is we're going to put the custom field,
10:19:25we're going to click this and we're going to put this image in right here.
10:19:29And we're just going to put custom field right in there.
10:19:33So once we have these we're now going to save it.
10:19:35And then we're going to view this page to show you what I'm talking about
10:19:38because this is really interesting. Boom.
10:19:40My face twice.
10:19:41And if we come back here
10:19:43okay I don't know why it's a broken image, but it's this custom value
10:19:46and we have it twice there.
10:19:47Remember you can do this across the board.
10:19:48I can now change this
10:19:50without having to go on the website and change this in two different places.
10:19:54I can come right back in.
10:19:56I can click this right here,
10:19:57which will be Edit custom value and I can change said value.
10:20:01So what we're going to do is we're actually going to change it to a t shirt.
10:20:04So we're going to get link.
10:20:05We come right in here and we're going to click paste.
10:20:07And then we're going to click update.
10:20:09Now this is going to update the custom value wherever I put it.
10:20:14So now that we have this we're going to go back and check out the website.
10:20:17Boom.
10:20:17Look at that.
10:20:18It's now changed by just having that text.
10:20:20Imagine if this was phone numbers, if this was email addresses,
10:20:24if this was images across the website, across the marketing materials, across
10:20:28all of your go high level sub account, you could come right in here.
10:20:32And as opposed to you having to go across all of changing this, changing that,
10:20:36you could just change all of the values out.
10:20:38And then your entire account is changed to match your business.
10:20:40You change it and then it's changed across the board.
10:20:43Do you see how much simpler and easier this is than anything else?
10:20:47It makes things so simple, especially for your clients,
10:20:49because if you have a logo and say you're a client gets a logo change,
10:20:52you don't have to go across the website, across social media,
10:20:54across the forms, across the documents, across countries, across everything.
10:20:58You can just come right in here and click Change Value
10:21:00and it does it for you across the entire sub account.
10:21:03It doesn't get any easier than that.
10:21:05So that is what custom values are.
10:21:07And they're incredibly important.
10:21:08Again on custom fields and custom values I have full video on my channel
10:21:11if you want to go even more in depth, but they are just so powerful
10:21:14and this is where you access them in go high level.
10:21:16Now we have managed scoring.
10:21:18This is an incredibly powerful part of gold
10:21:22that is also underutilized, which is used for sales campaigns.
10:21:26The way this works is it keeps tabs
10:21:28an engagement score on each action that happens or each contact.
10:21:32So that way, let's say if you have the guy opens an email,
10:21:36he confirms an appointment.
10:21:37He gets a tag.
10:21:38He likes your post on social media.
10:21:40It gives him 50 points.
10:21:42Once 50 points hits, then we'll send them an email.
10:21:45You can do all kinds of stuff with this, but let me just show you
10:21:47a little bit of this so we can click drive to publish.
10:21:49Let's add a new rule.
10:21:50If action is let's do payment received.
10:21:52He sends you a payment okay.
10:21:54You can do source and you can do is and we can do invoice.
10:21:59We can add 15 points. Okay. Save.
10:22:02Now the whole point of this is creating a point system on contact.
10:22:07So save you have a big sales business.
10:22:08There's people coming in over here.
10:22:10Over there you create a point system an engagement score
10:22:14to know where people are at in the sales process.
10:22:16So again if they click your link five points,
10:22:19if they book an appointment, eight points, whatever you want, then it tallies up.
10:22:23Then you can use these scores to trigger automations and chatbots to start working.
10:22:28So once you have this we go, okay, I like this. This looks cool.
10:22:31We then kind of hop on over automations and add this in.
10:22:34So when anytime someone hits the right score,
10:22:36which means that contact is up, think about it like you're warming up a lead.
10:22:40It then will trigger. Let me show you.
10:22:41So we come right in automations and we click engagement scores do score
10:22:45greater than.
10:22:46And then we will do 75.
10:22:48And we'll click Save trigger.
10:22:50Anytime someone gets a score over 75 we then could have it send
10:22:54SMS, send email center notification, set a review request whatever you want.
10:22:59You then can add that in, which is really, really cool because it just gives you
10:23:03that much more flexibility on your sales process.
10:23:06Are they good lead? Are they a bad lead?
10:23:07Are they a person that accidentally click this this right here engagement scoring
10:23:11under managed scoring in your settings is how you figure this out.
10:23:14And it's all right in here.
10:23:16And you follow exactly as I said.
10:23:17And then you can add it
10:23:18some crazy automations and absolutely crush your sales process.
10:23:23So the first thing I want to do is.
10:23:24Break down what a domain is in a simple language as possible.
10:23:27So a domain really is just an identifier of your site.
10:23:30And subdomains and extensions are just basic ways to categorize your site.
10:23:34So a subdomain is anything that comes before the name which is the domain.
10:23:40So you could have courses high level.
10:23:42You could have help high level you could have happiness
10:23:44or whatever you want.
10:23:46You can put the subdomain first okay.
10:23:48And then that will be added in. And that's the subdomain.
10:23:51You can change that multiple times for a domain okay.
10:23:53But you can't have multiple domains for a subdomain.
10:23:54But you can have multiple subdomains for domain.
10:23:56A domain is the thing itself.
10:23:58So go high level décor in the wizard Amazon.com.
10:24:01It's just going to be the name of the thing.
10:24:03Then the extension is the last part, which is
10:24:07why whatever you want, you can slap that in there.
10:24:10So that is essentially what a domain is.
10:24:12If you guys have any questions, I'll drop them down in the comments
10:24:15and I'll answer as fast as possible.
10:24:16Now we're going to go into
10:24:17setting up domains, transforming and doing all this other stuff
10:24:20so you can get everything you want in high level live ASAP.
10:24:23So to access.
10:24:24Domains and that whole part inside of high level,
10:24:26you're going to come into your sub account.
10:24:28You're going to go right down to settings and you're going to scroll to domains.
10:24:31And you are L redirects.
10:24:32Don't worry, we will cover you all redirects after we cover domains.
10:24:35So in here you will see three different options okay.
10:24:39Number one you can purchase a domain.
10:24:42So that is buying an acquiring domain.
10:24:43Number two
10:24:44you can transfer domain which is bringing in from GoDaddy Namecheap, Squarespace.
10:24:48Wherever you have it you can plug it into high level.
10:24:50Then number three
10:24:51we have connecting a domain, which is where it will stay on another registrar,
10:24:55but it will be connected to high level.
10:24:56So you can use it.
10:24:57And we're going to go over all three.
10:24:59So first up we are going to purchase a domain.
10:25:02So you're going to click that button. You're going to come right in here.
10:25:04And you're going to type in the name of the domain you want.
10:25:07So what we're going to do is we're going to do Declan the Wizard.
10:25:10Then we're going to do.
10:25:11Com because you can put in your extensions.
10:25:14So we're going to click search.
10:25:15Remember the extension we talked about earlier.
10:25:17And you can see huzzah it's available. How cool is that.
10:25:20But you can also see down here all the other options
10:25:22with the other extensions.
10:25:24So we have me tech I mean you see it just goes on with a bunch of random stuff.
10:25:28Dot com is pretty much the standard.
10:25:30It's the best, but you can always get other ones like AI or stuff like that.
10:25:34And to do that
10:25:34you would just come in here and say, I want dot AI if it's not available,
10:25:38and then you search that and then you will see right there.
10:25:41So that's kind of expensive.
10:25:43So you see how the prices kind of change for certain stuff.
10:25:45AI is hot right now so it costs a little more.
10:25:48But basic things are all pretty much the same price per year.
10:25:53They're not permits per year.
10:25:54So it's like 12 bucks a year for most domains, which is really cheap.
10:25:57So then we pick the exact one we wanted which was.
10:26:00So we're going to search this.
10:26:01Then we're going to come right in here. We see okay this looks good.
10:26:03And we're going to click by now this is what we want to do.
10:26:07We want to be very careful because they have a lot of add ons here okay.
10:26:10Because you see right here it says protect your brand from competitors.
10:26:14You don't need all of those.
10:26:15Now you could if you wanted
10:26:16if you really think it's important, but you want to unclick these
10:26:19and you see how the price goes down, and then you would pick it for how long
10:26:22you want it.
10:26:22So for SEO purposes, the longer you have it, it does help a bit.
10:26:26But if you're just testing out,
10:26:27get it for one year and it's $12 for the entire year,
10:26:31then from there you come right in here and you click agree.
10:26:34And then you click pay $12.
10:26:36And then you will now have the domain.
10:26:38Once it goes through, go through the loading screen.
10:26:40It'll show you that you have it.
10:26:41You then can come right back here and you will see your domain popped up
10:26:45now real quick
10:26:46because I want to cover everything.
10:26:47If you don't see a way to purchase a domain in here
10:26:49and you're like, where is it?
10:26:50It's not on my screen, but it's on Duck Lens.
10:26:53Go back to Agency View okay.
10:26:55Which is this side.
10:26:55Come down to settings and go to Domain Purchase.
10:26:59And then here you can toggle it on or off for your accounts.
10:27:03Then that's how it's going to pop up.
10:27:04So make sure you do that if you don't see it very very important.
10:27:08We'll get into rebuilding later. So don't worry about that. Okay.
10:27:10So that's how we purchase a domain.
10:27:12That's how you buy it. So very simple okay.
10:27:14We have transfer in a domain which is a little more complicated.
10:27:18This is how we're going to take a domain from GoDaddy Namecheap
10:27:22wherever and bring it into high level.
10:27:23So it's now officially in high level forever.
10:27:26So let's come in here and we're going to transfer this domain right here.
10:27:29So you put in whatever domain you want to move from your extension.
10:27:32We're going to do this. We're going to click continue.
10:27:34Then right here
10:27:35it's going to need to identify the domain where it's from the current registration
10:27:39all that extra stuff the price which is really cool.
10:27:40So it immediately has this.
10:27:41Then we're going to click continue.
10:27:43So then you have two different options.
10:27:44You can upload the DNS zone file which you're going to do.
10:27:47Or you can scan the records which is going to go through and scan it.
10:27:51Now every domain registrar is a little different okay.
10:27:54I'm going to show you the basics on GoDaddy because that's what I use.
10:27:57But it's going to change depending on what you're doing okay.
10:28:00Because different registrars different.
10:28:01But it's all in the same place.
10:28:03It's DNS manage.
10:28:04It's the same rubric so to speak.
10:28:06So then you'd come into GoDaddy whatever you're using okay.
10:28:09Go to DNS.
10:28:09Come right down here. Click actions. Again.
10:28:12You can just chat. Get this.
10:28:13If you're trying to find something you would just click Export
10:28:16Zone file and it's going to download it.
10:28:18Then you come right in here you click upload
10:28:20and you upload that exact file that just went in.
10:28:23So very simple. You can do that.
10:28:24Or you can click the scan records which is going to go through and
10:28:27just scan the current DNS records to make sure everything is good okay.
10:28:31From there we go. Yay! These are all awesome.
10:28:33You check it if you like it, and everything is the way you want it to be.
10:28:37Remember, you can always use ChatGPT
10:28:39to find exactly where this stuff is because it always changes.
10:28:42We come right down here once we like the way it looks and we're going to click.
10:28:44I confirm and cross-checked and all this other jazz.
10:28:47Then we're going to click continue.
10:28:49Then what you're going to do is you're going to come right in,
10:28:51go to your domain, scroll down, click transfer a new registrar.
10:28:54It'll be right under your domain.
10:28:55And whatever server you have
10:28:56you just click it, scroll to the bottom and you'll see transfer domain.
10:28:59Once you come in here you click continue.
10:29:02And then right here what you're going to get
10:29:04is you're going to get here to get your authorization code.
10:29:07Then we're going to click it.
10:29:08And then you're going to take this, you're going to copy it.
10:29:11You're going to come right back in here and you're going to paste this code
10:29:14right in here.
10:29:15Then you're going to click confirm and finalize transfer.
10:29:18And then right in here you're going to go through waiting a pending approval.
10:29:21And then you're good to go. So you just have to follow this process.
10:29:24It is a bit tricky to find that EP code okay.
10:29:27Which is the thing we just did.
10:29:28So what I recommend you do,
10:29:29since every domain registrar is different, is you go to chat
10:29:32and you figure out where to find the EP code, watch a video on it
10:29:35because everyone is different and it changes.
10:29:36Its roughly always in the same place,
10:29:38which is when you transfer a domain, it'll be right under there.
10:29:41So that's relatively easy, but it depends on what you're doing.
10:29:44Or you can drop a comment down below and I'll try to help age you through it.
10:29:47It is relatively easy.
10:29:48You just got to find it.
10:29:49So once we're there, we just wait
10:29:51and make sure everything is good and make sure your domain is good.
10:29:53Once it is approved though, we would go back to domains
10:29:56and you would see it just like this right in here and it's ready to go.
10:30:00This has not been fully done because it has to be approved
10:30:03and we have to go through on the other side and GoDaddy.
10:30:04But from there, we are then good to go and it's in our account.
10:30:08So now we move on to the last part with the domains which is connecting a domain.
10:30:12So this is just bring a domain in here.
10:30:14It's not transferring, it's adding in the high level.
10:30:16So you can use it for other things.
10:30:17And you can pick exactly what you want it to connect to.
10:30:19But for right now we want to just connect it and bring it in.
10:30:22So what we're going to do is we're going to come back into GoDaddy, okay.
10:30:25We're going to copy and paste the domain,
10:30:27or you can just type it in just like that. We're going to come right in here.
10:30:30We're going to click paste.
10:30:31And then we're going to click continue from here.
10:30:34Because it's with GoDaddy
10:30:35you can just
10:30:36click continue and it's going to do it automatically which is really cool.
10:30:39Now you might have to change some stuff, but manually is just going in
10:30:42and tweaking it the other way which is adding in records.
10:30:45So then we click authorize domain.
10:30:47Once that looks good we click connect.
10:30:49Then it will say David's plumbing is now a lead connector domain.
10:30:52So we come back here. We wait for this to authorize.
10:30:54Sometimes it doesn't go through.
10:30:55But if it never does it's because of the ness records
10:30:59aren't properly configured, which there is a way to add it manually,
10:31:02which when you click it, it'll tell you exactly what to add.
10:31:05So that's how you connect. The domain.
10:31:07Now just to give you a quick update on the manual version, we come in here,
10:31:11we paste this right here. We click continue.
10:31:13You just click this right here and you click Add Records manually.
10:31:15And it tells you exactly what to add.
10:31:18And you just add them into the DNS records.
10:31:21You create the A record, you create the host the required value.
10:31:24And then you are good to go.
10:31:26And if you want to take an even step further,
10:31:27if it's confusing, I will just quickly show you.
10:31:29So we have a record.
10:31:30You would come in, you would click add new record.
10:31:32You would choose a very simple you follow record a host.
10:31:36We come in, here we go
10:31:37name which is that is the host which we would put is at, we do at.
10:31:41And then you come right in here and you type this exact code
10:31:45and you'd paste it right here which is the value.
10:31:47And then you click save. So that's how you do it manually.
10:31:49And guys I'm just showing you.
10:31:50But it's so simple.
10:31:51You just go okay record cool.
10:31:53And you just add add add in. The next one would be sea name.
10:31:56So you come and you'd add another record and call.
10:31:58It came very simple. It doesn't get any easier than that.
10:32:00But that's how you would do it manually if it doesn't properly go through.
10:32:03So that's just to show you to make sure you have it again.
10:32:05Any questions you have drop them down below.
10:32:07So now once
10:32:08you have your domain connected in here, there's a couple
10:32:10really important things to notice.
10:32:11If you've transferred a domain, which we technically did.
10:32:14But it takes a while to get here. So you have to go through the approval.
10:32:16But we haven't done that.
10:32:17We followed all the steps. We could click approval.
10:32:19I don't want this to mean here. This is just a test.
10:32:21If you connected what we just did via your other domain register
10:32:25not okay transferring you will not be able to access the DNS.
10:32:29So if you own the domain
10:32:30or you fully transferred it, when you click manage,
10:32:32you will be able to access the DNS records in here.
10:32:35If you have just connected it, you still have to go through
10:32:37your other registrar like GoDaddy to access the DNS.
10:32:40So that's a really important fact to know.
10:32:42And again, when you click manage you'll see it here.
10:32:44But you also see what it's connected to.
10:32:46So this is not connected to anything.
10:32:47But you can see oh wow. It's connected to this. Connect to that.
10:32:50And then you can click connect and add it into your email, WordPress,
10:32:53all that stuff which we can get into a
10:32:55but just to let you know, you
10:32:56click manage and that's how you would see where it's at.
10:32:59So that kind of gives you a full scope.
10:33:00So you can always come back here to domains and your redirects.
10:33:03And you can have access to this so you can edit it okay.
10:33:06So now it's time to show you
10:33:07how to connect this to a website, a funnel, a community, whatever you want.
10:33:11So to connect a website or really anything you want,
10:33:13you can just come right into manage and click connect.
10:33:16And right here it's going to show you all of the different options you can get.
10:33:19So to connect a website you can come right here
10:33:21click Connect Email. You just follow the steps
10:33:23I mean it's so easy that you just click and follow along.
10:33:25Like for example client portal.
10:33:26If you want to access the courses, you click connect and it's going to take you
10:33:30to the client portal side.
10:33:31Then you just put in your domain right here and click Add Domain.
10:33:34And then you're good to go. It's so straightforward.
10:33:36It tells you exactly what to do.
10:33:37And that's how you can connect it to multiple different things.
10:33:39Now there is another way to connect to the websites.
10:33:41Now the easiest way is what I just showed
10:33:42you where you go in and you connect website.
10:33:44But if you come in here and let's say
10:33:45we like Declan Snapshot under funnels, we can just click edit right here okay.
10:33:49Then we can click settings.
10:33:50Then we can also click domain and just click it.
10:33:54Come down and click save.
10:33:55And then you have a domain added in just like that.
10:33:57And you can do the same thing right up here in websites.
10:33:59If we say okay we want no real estate, we're going to click this right here.
10:34:03Go right to settings.
10:34:04Click domain.
10:34:05Click it and you're good to go.
10:34:07So that is another way to add it just to let you know.
10:34:10So it's very simple guys.
10:34:11It's extremely straightforward I mean anyone can do this.
10:34:14High level makes it so easy.
10:34:15And if you guys have any questions drop a comment down below so I can guide you.
10:34:18But that way immediately when you come in, you can come in and you can start
10:34:21adding your domain to your websites and make everything live very, very quickly.
10:34:26Okay, so one of the last things I want to show you before you jump into
10:34:28your redirects is a sneaky
10:34:30little way to make extra money, and that is rebuilding on your domain.
10:34:34So if you come to agency view and you click into a sub account,
10:34:37okay, that you own and control and guys this is on the 497 plan.
10:34:41But if we come right in here to rebuilding
10:34:42you can actually come down and you'll see domain purchase.
10:34:46So if you click this it guys again 497 plan.
10:34:48You got to have that one.
10:34:49But you can actually mark up the price when someone buys a domain.
10:34:52So you make it a little extra money.
10:34:54Now this is really great if they're going to be buying domains
10:34:56through your account anyway. Again you don't want to make it absurd.
10:34:59You obviously want to tell them, but you can have them by a domain.
10:35:02And then you can charge them an extra $2 every year.
10:35:05You're making that extra two bucks doesn't seem like a lot,
10:35:08but when you got hundreds of sub accounts, rebuilding adds up really quickly.
10:35:10So that's how you would come in and you would add
10:35:13the rebuilding side of things.
10:35:14You can just play with this however you want.
10:35:15Obviously always tell people,
10:35:16be transparent, but you can dial in exactly how much you want to charge
10:35:21for them to buy domains under you.
10:35:22And guys, a really great way to make some extra money.
10:35:24Again, no, it doesn't seem like a lot,
10:35:25but all of this rebuilding it adds up drastically.
10:35:28And if you are interested in rebuilding, you're like, that's awesome.
10:35:31Watch the video on my channel.
10:35:32That goes in-depth on that because this is a game changer if you are an agency.
10:35:35All right.
10:35:36So now that you understand
10:35:36everything about domains in high level, how to transfer connect
10:35:40by all that good stuff, we now want to go into URL redirects.
10:35:44This is an awesome feature.
10:35:45This can be very handy.
10:35:47All this does is when someone types in your URL so
10:35:51it is amazing.
10:35:52It then could send them to amazon.com or whatever.
10:35:54It can just redirect them to another URL.
10:35:57So to do a URL redirect we're going to click add a redirect.
10:36:00You're going to select the exact domain you want in your account number.
10:36:03You can have multiple domains in your account.
10:36:04You're going to click this right here or whatever domain you want.
10:36:07Then you're going to put in the path.
10:36:08The path is what comes after this.
10:36:10Now technically you could just have it right after, but that would be really bad
10:36:14because then your websites go into another website,
10:36:16what you could do with a regular domain, but you want to have a path.
10:36:18So we're going to do slash money okay.
10:36:20Just say we created that extra path which you just create through a website page.
10:36:24And then you're going to want you all as the redirect type.
10:36:27Then we're going to put in the target URL.
10:36:29So what's the target you are all going to be.
10:36:31It's going to be matrimonio.com.
10:36:34So now check this out.
10:36:35Anytime someone types
10:36:36David Plumbing and Sun money in it's going to go right to here.
10:36:39So let's experiment.
10:36:40So we're going to do is we're going to come right over and over to Google.
10:36:43We're going to type in this right here.
10:36:45And then we're going to do slash money.
10:36:47Actually you know it's even better.
10:36:49Let's just put this right up here.
10:36:51We're going to click enter.
10:36:53Look at that.
10:36:53It now goes ging to a different URL by just typing in that one thing.
10:36:57So it's super cool guys.
10:36:59You can do that with really any or all you're trying to shift to.
10:37:01And this can be really handy if you have multiple domains
10:37:04that you want pointing to one website, you can increase your traffic like crazy.
10:37:08So guys that's how you do your redirects.
10:37:10I showed you I typed it in for you.
10:37:11I proved it for you. It's awesome.
10:37:13I definitely recommend you play with it because it is something that add
10:37:16a lot of extra traffic and make things much smoother
10:37:19in your process,
10:37:20and it's one of those little features in high level
10:37:22that a lot of people don't use or know about.
10:37:23And I just showed you how to use it, so make sure you utilize it.
10:37:26Now we move on to URL redirect.
10:37:28So all your redirect is is when someone types in WWE Declan's awesome.
10:37:33It then quickly routes them to another URL.
10:37:36Very simple, very straightforward.
10:37:38You pick the exact domain you want to use, your path, how you want to redirect.
10:37:41I have full videos on my channel and then your target URL.
10:37:44All this is going to do
10:37:45is it's going to take one URL and immediately send it to another URL.
10:37:49Very simply, very straightforward.
10:37:51And this can be great if you don't want people going to a site
10:37:54or you have an old website
10:37:56or another domain, say you have David's Plumbing and Sons.
10:38:00Com and then you have David's Plumbing com but you're only using one for website.
10:38:03You could use that other domain and just route it straight back here.
10:38:06Actually this is what a lot of people do.
10:38:07It's kind of a sneaky SEO strategy when you get a bunch of domains
10:38:11that are similar to one business, and then you just use redirects,
10:38:13sending them all back to one primary domain.
10:38:15So you just hook all of the traffic.
10:38:17So that is the primary thing that you all redirects are for.
10:38:20It's very simple.
10:38:20You just click add a redirect, you pick the domain, you pick the exact path,
10:38:24the redirect type, and then you put in where you want it to go.
10:38:27And then you have a redirect.
10:38:28Now we move on to integrations.
10:38:30So this is just adding any sort of third party Indigo high level okay,
10:38:34Google Calendar, social media, QuickBooks wave, any of this stuff.
10:38:38Shopify.
10:38:39You just click connect and you follow the instructions.
10:38:41That way you can plug in your third parties in here.
10:38:44I see so many issues with this thing because people are in the main sub
10:38:48account.
10:38:49It's because it's right in integrations and it's how you add it.
10:38:52You also have all kinds of stuff with Facebook, LinkedIn and TikTok
10:38:55ads in here for field mapping and a bunch of other stuff.
10:38:57So integrations is where you're going to go to connect any other service into
10:39:01go high level. Then we have private integrations.
10:39:03This is for developers trying to add like customize stuff.
10:39:07In here it's a little different. This is more in depth.
10:39:09But if you are a developer or a coder and you want to add really in-depth things
10:39:14into go high level, this is where you do it
10:39:16under private integrations, under settings.
10:39:18Then we have conversational providers.
10:39:20So this is where you'll see all of the providers for SMS or email gateway.
10:39:25So special like added on features that aren't here.
10:39:27So for SMS and email they would be in here in conversational providers.
10:39:32Tags. Very important.
10:39:34This is where all of your tags on go.
10:39:35How it'll be if you don't know what a tag is.
10:39:37It's a way to differentiate contacts by tagging them.
10:39:41So it could be hot lead, cold lead, happy leads.
10:39:44And that way, wherever you are in go high level, we can go into contacts,
10:39:47we can go anywhere. You can add tags to people.
10:39:50Tags are incredibly important.
10:39:52It is a way to tag leads and differentiate them, and it can be
10:39:55whatever you want it to be.
10:39:56But these separate people and make sure you're labeling people correctly.
10:40:00So like hot lead review given, it just gives the database
10:40:03a little more functionality to pick what's what.
10:40:05So it makes sense.
10:40:07So I want to show you how this works.
10:40:08So we click new tag.
10:40:08Let's just do sold lead.
10:40:11So once we click create what we can do is we can then add this to any context
10:40:14or in automations so that from now on, anytime
10:40:17someone is sold they have this lead put on.
10:40:19We can click this contact right here.
10:40:21And then we can click Add Tags.
10:40:23And then we can click the exact tag we want.
10:40:25So once we have your tag we can add them to any contact.
10:40:28We just click Add tags okay. We'll do test.
10:40:30And then we can pick okay. Let's do the one we just created.
10:40:33And then once we click add tags you will see.
10:40:36Look at that. You now see him tagged with sold leads.
10:40:38So in case you're still not sold on tags they're used
10:40:41for pretty much everything in high level as far as distinct contacts.
10:40:45So like for your sales process for automations, it's a way
10:40:48to segment people based on actions they create scouting, manage scoring.
10:40:52But combining those you get all the data points you need on any contact.
10:40:55That way when you do this, you'll probably be segmenting people.
10:40:59If you have people that are sold and you don't tag them
10:41:01and you continue to message them the same thing in an automation that goes.
10:41:05Bye bye bye, they already sold. It's just going to annoy them.
10:41:07But if you can tag them with sold,
10:41:09it will remove them from the workflow and then customize it like that.
10:41:12And then everyone is happy. So that is tags.
10:41:15And again you can create as many as you want
10:41:16by clicking this and following that exact process.
10:41:19Then we have labs super underutilized.
10:41:22I swear so many people have no idea this exists.
10:41:25I'll bring some of the people like What's Labs and they just don't know.
10:41:28So labs is a way for you to test new features inside of go high level.
10:41:32It's awesome and all you have to do is find exactly what you want
10:41:35and click enable and it will then enable this feature in your account.
10:41:38This is beta features that have not yet been released.
10:41:41This is how you test the newest and coolest things in high level.
10:41:45It's right in here and oftentimes they will release stuff
10:41:48like two months before and enabling in 129 days.
10:41:52I guess what, you can test it in the meantime and you can play with it.
10:41:56How awesome is that? Like so awesome. And you can just turn it on.
10:41:59And that way you get access to these features that aren't yet out.
10:42:02So a big one, big one right now is appointment booking for AI Voice Bot.
10:42:06You can literally turn this on and start booking appointments with the AI
10:42:09voice agent.
10:42:09This was not like this forever for AI voice agents, and you can
10:42:13enable this before it goes live in 20 days and people like it can't book calls
10:42:17like it's been able to do this for a while if you knew what labs were.
10:42:20So labs, again is just a way where you can preview and try go
10:42:24high levels, newest and greatest inventions.
10:42:26And I'm telling you, oftentimes it keeps you ahead of the curve
10:42:29because stuff like this 131 days, it takes a long time
10:42:31for some of the stuff to release, but you can have it months before.
10:42:35Now we go into audit logs. So so cool.
10:42:37This is where you will see every single action that is done in a sub account.
10:42:41Audit logs are incredibly important for seeing what got done
10:42:44and what didn't get done.
10:42:45That way you can check on your employees, your VA's.
10:42:47You're making sure people are doing their work
10:42:49because it will show you every single thing that's happened.
10:42:51And what's funny about this is it'll also show you who did
10:42:55what if someone messed something up.
10:42:56So people like I didn't delete the website.
10:42:57It'll literally say the user deleted the website.
10:43:00That way you have complete surveillance of your sub account,
10:43:04so you can see every single movement that has happened in your sub account.
10:43:07So very important, very, very cool.
10:43:10It's just a great way to see everything that's done.
10:43:12Hence why it's called audit logs.
10:43:13Then we have brand boards okay.
10:43:15So this olive brand board is a pre-built out
10:43:18brand board with colors, logos that you can apply
10:43:21to, email templates you can apply to websites and whatnot.
10:43:25So we'll click Add Design Kit.
10:43:27You can pick exactly how you want this to look.
10:43:28We'll do the Earth one. We'll click continue.
10:43:30And then right in here you pick your logo, you pick your business colors, whatever
10:43:34you want.
10:43:35You click set.
10:43:35And what this then allows you to do is anytime
10:43:38you're on a website, you can click Brand Colors
10:43:40and it will just put these brand colors across your website.
10:43:43This can be incredibly useful if you are constantly trying to make stuff
10:43:47look like your brand with your special color,
10:43:49your special logo, your special font that you use, this is where you'll add that.
10:43:53And then you have brand voice, which is pretty cool,
10:43:56which is just your tone and message and whatnot.
10:43:58But these things will just make it a lot easier for you to quickly edit stuff
10:44:02if you want everything matching your brand.
10:44:05So please, if you're interested, go
10:44:06check out the video because it goes way more in depth.
10:44:07So last but not least, we have companies and watch this.
10:44:10When we click companies it goes right up to objects.
10:44:12Okay, I highly recommend you go watch that Custom Objects video
10:44:15because it's really important because it goes really in depth on this.
10:44:18But companies are just a way to add businesses
10:44:21within your sub account in contact.
10:44:24So like you're working with a Jerry's plumber, David's plumber
10:44:27and Bill's plumber, all of those people can be companies underneath a business.
10:44:31That way you can then create this company is in control of Jerry.
10:44:35You basically can decide where you want that to go.
10:44:37And that's all companies is
10:44:39is just adding it in like that and your features are like that.
10:44:42So I really recommend you watch the Custom Objects video
10:44:45because it goes over associations with objects.
10:44:47It's way more in depth.
10:44:49I'm not going to put that in here, but just know
10:44:51that's where you would add the companies. Even that goes right back up to there.
10:44:54So that's really the settings in a nutshell.
10:44:56It's where you access the fine tuned stuff.
10:44:58Please, if you have any questions on any of this, please drop a comment down below.
10:45:02I really am telling you from the bottom of my heart,
10:45:04you need to go through this and you need to learn.
10:45:07So you need to watch this video 345678 times if you have to.
10:45:10This will make everything come together because it's these little settings
10:45:13and these little tweaks that you can make in here
10:45:15that make the entire sub account work that much better.
10:45:23So this
10:45:24is the part that's tripping a lot of people up, which is the pricing.
10:45:27How much does this AI cost?
10:45:28Because we recently had that free AI summer promo where you had three
10:45:32AI all summer long.
10:45:33If you did not take advantage of that, I feel sorry for you,
10:45:35but they will be running more promos like that soon and I believe
10:45:38AI is going to keep getting cheaper because if there's more data centers.
10:45:40So don't worry, it won't always be this way, but it will change.
10:45:44So if you come back into agency view, you will see AI suite.
10:45:48So this is where you're going to see essentially all of your
10:45:51AI kind of action and transactions in one place.
10:45:55But before we go through this,
10:45:57I want to go over the exact pricing details
10:45:59so, you know, and then where to see what's being charged.
10:46:02Okay. So first things first.
10:46:04If you click this it's
10:46:04going to take you to this page right here which is going to show you how AI works.
10:46:10So if we come right down here we're going to see the exact cost of all of the AI.
10:46:16So you have all of the features.
10:46:17You have conversation, AI,
10:46:18prompt optimizer, voice, AI, you have all of these things right here.
10:46:22And guys, I showed you all of these in this video.
10:46:25There's just different things that are lumped together. Okay.
10:46:27Like the voice AI prompt optimizer I went over that in the voice tutorial.
10:46:31So a lot of these are already lumped together.
10:46:33But this is essentially the pricing have three different tiers
10:46:37or options for each feature.
10:46:38So number one you have paper use. So this is what it sounds like.
10:46:41It's paper.
10:46:41How many times you use you have AI employee growth
10:46:44which is going to be $50 a month for a set amount.
10:46:48Then you have AI Employee Unlimited, which is for the most part
10:46:52unlimited unless it's a certain kind of feature to a specific limit.
10:46:56So we want to see the prices per each of these.
10:46:59All you do is go down because I don't know what
10:47:01you're looking at and you just look at these.
10:47:03So for reviews AI it's literally 0.01 sense for one review.
10:47:09Very cheap.
10:47:09Now if we go to content AI it is 0.063 for very cheap, very cheap.
10:47:14But then when we come down here you will see at token cost.
10:47:18That is all dependent on the tokens
10:47:20back inside, which are constantly changing due to AI.
10:47:24And if you want to learn more about the tokens
10:47:26because you're like, well, what the hell is this?
10:47:27You can just scroll right down here and we can read it right in here.
10:47:31Okay.
10:47:31Tokens use see, it goes over the exact tokens.
10:47:35Because guys, this is essentially the way this works.
10:47:37I want to make this so abundantly clear
10:47:39is that high level is pulling from other llms.
10:47:41Okay. You got chatbot Gemini.
10:47:43Grok.
10:47:44Claude I don't know exactly which ones are using
10:47:45are using a lot of them, but it's pulling from them.
10:47:47They're connected.
10:47:48And that's where the whole token usage thing comes into play.
10:47:51But you can come through and you can run these exact
10:47:55cost calculations to see how much it costs.
10:47:58See, these are all of their different kind of things they're using.
10:48:00Yes, it looks like they're using a lot of different stuff.
10:48:02And you can see the different prices on it.
10:48:04And high levels are going to be trying to get you the best price.
10:48:06So that's pretty good.
10:48:07This is essentially how this whole thing works.
10:48:10So that's how you find the exact cost of your AI employee or agents.
10:48:16But now let me go into tactically which one I think is best
10:48:19and then where to find what's going on and how to enable in subacute.
10:48:22So what I recommend the vast majority of people to do
10:48:26if you're not using AI a ton is the paper use.
10:48:29I use a paper use for a lot of things, and I find it actually to be very cheap.
10:48:33I'm talking like five bucks a month for a ton of AI.
10:48:36Like I've had AI where it will answer one question, okay,
10:48:39for my YouTube channel or for one of my businesses
10:48:41I own in my portfolio, and it literally will land a client with,
10:48:44you know, what does it cost?
10:48:450.5 cents for a message.
10:48:46And then that paid for a year of the AI employee.
10:48:50So it's really powerful, but it just depends on what you are doing.
10:48:53So as you come here, it's all going to just depend on the volume.
10:48:55Because these two are pretty similar, to be honest.
10:48:58And it's going to come down to
10:49:00what kind of volume you're running if you run a lot of conversation.
10:49:03Yeah, which I do.
10:49:03I have thousands of messages being sent a month.
10:49:06The unlimited is like very, very solid.
10:49:08But depending on the number, when you do the math,
10:49:11it might actually be cheaper to go to the paper use.
10:49:14See, I wish I could give you an exact like this is how it works.
10:49:16But AI's pricing is changing constantly, so you kind of have to adjust.
10:49:19But it all depends on the volume that you are doing.
10:49:23Okay, so that's what I recommend you do guys.
10:49:25Drop a comment down below if you have any questions.
10:49:26It's all just going to depend on the volume you're running.
10:49:30But in here, very simply, you're going to get a pretty good deal depending on that.
10:49:34Because for certain people, it's not going to make sense
10:49:35to do unlimited for conversation AI. It's just not okay.
10:49:38You're going to end up paying 97 and maybe rack up $5 worth of charges.
10:49:43Very bad. You don't want to do that.
10:49:45You want to properly follow the volume game.
10:49:47So I recommend to you drop a question so I can help you with kind of what's
10:49:50what you're looking at doing.
10:49:51But it all comes down to the volume of what you're doing.
10:49:54From there, you can do a basic kind of cost analysis
10:49:56and then make it worth it,
10:49:57because I've had people where they'll do the unlimited,
10:49:59but then they rack up such small charges and then it's like,
10:50:02why are you even doing it? You know what I mean? You're losing money.
10:50:03So that's how the whole pricing works, guys. It's all in this doc.
10:50:06Or if you come to agency view and you go to
10:50:08AI sweet, you can click this and see it right here.
10:50:10Now you're going to see all of the sub accounts and how it works just in here.
10:50:16So you can see the different plans you have.
10:50:18You can control them just like this.
10:50:20You can now see your usage dashboard.
10:50:22So this is going to show you what's being spent what's not.
10:50:25I spend a lot of AI but even then like 94 bucks is not that bad.
10:50:28But I'm running out of conversations.
10:50:30I'm doing a lot with AI and it's not bad.
10:50:32And then you have the AI setup, okay.
10:50:33Right in here we're just going to show you how you plug these
10:50:35in to the exact account.
10:50:36So you can click which ones you want, manage the access and then give access.
10:50:40Depending on the account you're going to be working with.
10:50:44Very simple.
10:50:44One thing I want to make abundantly clear about this
10:50:47is that you want to look at this as if you were working with a human employee,
10:50:50okay?
10:50:51You want to look very much what am I getting out for this AI?
10:50:53If the AI is making me $20 per $3, you want to do that all day.
10:50:59If the AI is costing you $5 and you're making $4, well, you're losing money.
10:51:04Okay, very simple math, but that's the way you want to look at this.
10:51:07And a lot of people like, should I do AI should do it myself.
10:51:09If your time is worth money now for everyone, that's a different amount
10:51:13because of the leverage they have.
10:51:14But if you're at the point where you're making money
10:51:16and it's literally a waste of time for you to be manually building
10:51:19stuff, that is where you absolutely want to pay an extra 2 or 3 bucks.
10:51:22Have AI do it for you because then you're saving money.
10:51:25But if you're the kind of person that doesn't
10:51:26really have anything going on and you want to save money,
10:51:28then you absolutely shouldn't use AI and you should do a lot of the stuff.
10:51:32Menu. Because that's the beauty of go high level guys.
10:51:34We can still do everything manually.
10:51:37We don't have to use AI. Obviously the AI chatbots is AI.
10:51:39You can't run that manually, but you get what I'm saying.
10:51:42The building of. So that's where it's going to come down.
10:51:45So if you guys have questions, let me know.
10:51:46But this is where you're going to see all of the plans, the usage AI updates.
10:51:50And again you can toggle all different kinds of settings 90 day seven day.
10:51:53You can really look at everything right in here.
10:51:55And the different plans in all of the different actions that are far off.
10:51:59So you can see everything that is happening inside go high level.
10:52:02So that guys, is the AI pricing.
10:52:04That's exactly how it works. That's exactly how you set it up.
10:52:06If you have any questions, drop them down below.
10:52:08Hey, I just wanted to say thank you so much for watching.
10:52:11And guys, if you want access to more support and help from me
10:52:15personally, I have something very special for you
10:52:17and that is access to my private community and 30 days of go
10:52:21high level completely for free in the link right down below.
10:52:24So when you click that
10:52:25and you sign up or you upgrade under me, you're going to get access to all of this.
10:52:29So first off, you get access to this entire private community
10:52:32full of winners, as you see here, people landing clients left and right and a place
10:52:36where you can ask questions
10:52:38and actually get one on one support from me 24 over seven.
10:52:42And we do this to basically give you handholding every step of the way.
10:52:46So if you're lost, you can just come to us and we'll help you.
10:52:49And again, it's free.
10:52:50Also, you're going to get access to every single one of my video trainings,
10:52:53client getting systems, high level snapshots done for you, AI agents,
10:52:58sales scripts, AI prompts, and even another top affiliates bonuses.
10:53:02No one else has this on YouTube or anywhere else.
10:53:05And as you see guys, all of this is free.
10:53:08And the reason we have this entire Learning Resources
10:53:10tab is we're just going to give you all the stuff
10:53:13that's already built and done for you, so you can skip a lot of the setups
10:53:16and make this whole process way faster and way easier.
10:53:20And just when you thought it couldn't get any better, well it does.
10:53:23We have seven live coaching calls you can attend every single week for free.
10:53:28I'm talking help with sales, help with go high level learning, go high level okay.
10:53:33Setting up go systems calls with me.
10:53:35The go wizard help getting clients even calls with Dom Baptist as well.
10:53:39Guys, you get all of this for free.
10:53:41That way you have access to my team and me every single day of the week.
10:53:45Free guys.
10:53:45This is one of the main things that's going to kind of determine
10:53:48whether you make it or not with high level, okay?
10:53:51I'm not saying that you can't do it otherwise, but I've seen a lot of people,
10:53:54when they have the right support in place, it makes a huge difference
10:53:58in their high level journey.
10:53:59And that's why me and Dominic Baptist right here
10:54:02have some of the lowest churn in the go high
10:54:04low community, which is proof that we actually help people.
10:54:07Last but not least, I have a program where I give out free clients.
10:54:11You don't have to pay for it. You obviously have to earn it.
10:54:13And it's not guaranteed. It's not a promise.
10:54:15I'm going to do this for you, but I do do it.
10:54:16You can come right in
10:54:17and you can see videos of people saying, I have given them free business owners.
10:54:21Yes, I'm one of the only people that does this.
10:54:23I'm actually the only person that does this.
10:54:25And guys, this is literally so unbelievably valuable.
10:54:29But I only have limited clients and I don't know how long I can do this for.
10:54:32So make sure you get in now while you can because this is the absolute best
10:54:36community okay.
10:54:36So if you guys want access to this, click the link right down below.
10:54:40Either sign up for a 30 day free
10:54:41trial or upgrade under me and I will see you in my community.
10:54:44Guys, it's risk free. It's the best.
10:54:51So this is agency view and go high level.
10:54:54And if this doesn't make sense to you, let me quickly break down the difference
10:54:57between agency view and sub account view in go high level.
10:55:00So this is agency view.
10:55:01It's what we just looked at. Okay.
10:55:03And this controls sub account view
10:55:07which is the business view of go high level.
10:55:11So again this is agency view.
10:55:13This is sub account view.
10:55:14The agency view creates the sub account view.
10:55:17This is where most of your work will be done right in here.
10:55:21Because this is how you build out websites and all this other stuff.
10:55:23It's right in here.
10:55:24But if you look in here this is basically where you're creating.
10:55:27There's a lot of mix ups like what is this dashboard I'm looking at.
10:55:30This is where you configure all the settings.
10:55:32Now one thing I want to be very clear about the agency view really comes
10:55:36in clutch and really powerful when you have the 497 account.
10:55:41Otherwise if you're on the other two plans, this is really all that matters.
10:55:45Because here's what happens.
10:55:46You get access to the SaaS configured.
10:55:49By the way, this is the 497 plan.
10:55:50Everything else is the same except the SaaS configure and some of the reselling.
10:55:53The SaaS configure. It is so powerful.
10:55:55And that's what we're gonna be going over today.
10:55:56But that's really how it works.
10:55:58This controls this and this creates that.
10:56:02So now that you understand that, let's go through what all of this means.
10:56:06So you can be an absolute go high level pro
10:56:08I'm telling you guys right now before we jump in,
10:56:10I see so many people that come on the high level that have no clue how to do this.
10:56:15They have no idea what any of this does.
10:56:17And this is always kind of like confusing to them once you understand agency view,
10:56:21especially if you're on the 497 plan, you will be so much better at mastering
10:56:25high level.
10:56:26Let's jump right in.
10:56:26So the first thing I want to explain is the switcher.
10:56:29And that is this right here.
10:56:31All this does is switch between agency view and sub account.
10:56:35So you click in and you'll see a list of all your sub accounts.
10:56:37Right here. You can search for your sub accounts okay.
10:56:40So you type in let's say Ryan's roofing.
10:56:43And that would pop up.
10:56:44And if you have a ton of sub accounts this search is so handy.
10:56:46And then right here you can pin sub accounts.
10:56:49So if you click pin this this one Declan Biz will always pop up first.
10:56:54And again when you have hundreds of sub accounts.
10:56:55This pinning tool can be incredibly useful if you want to have your main one
10:56:59or anything important like that.
10:57:00So to access a sub account from the switch or you just click this and then we click
10:57:05Ryan's Roofing and it will take us right into that sub account.
10:57:09As you see right here, it is taking us into the sub account and fully loaded.
10:57:12So that's an easy and simple way to do that.
10:57:14Now if you want to go back to agency
10:57:17you from the switcher,
10:57:17you would just click this and then you would click Switch to Agency View.
10:57:21And it now brings you back to here into sub accounts and you're good to go.
10:57:25So the first tab will be the agency dashboard.
10:57:27And all this
10:57:28is is a giant analytics dashboard to see how your entire agency is going.
10:57:32So this will be all of the revenue you made, all of the recurring revenue.
10:57:35So you know how much money is coming in every month.
10:57:37This will be all your new customers and this will be your total customers.
10:57:40And it will show
10:57:41a basic chart of your growth rate and then any sort of revenue distribution.
10:57:44And you can just refresh it like that by clicking that.
10:57:47So this is really just an analytics dashboard.
10:57:49It's a very simple very support.
10:57:50That way when you log in you can see how you're doing and where everything's at.
10:57:54Rebuilding, on the other hand, okay is basically for reselling,
10:57:58which we're gonna get into a little bit later,
10:57:59which is where you would make an extra sent off of every text message they sent,
10:58:03an extra sent off of every email they sent.
10:58:05Because remember, you are the agency admin and you control all the sub accounts.
10:58:09So this way you could go in and you could absolutely make so much
10:58:13extra, extra money off these little things.
10:58:15And you can see right here
10:58:15phone, email, WhatsApp, AI products, you make a tiny percentage or you don't.
10:58:19It's up to you.
10:58:20Now, I'm going to be going in depth on this in another video. Why?
10:58:25Because this is a whole other side of go high level altogether,
10:58:29and it's actually one of the most misunderstood things about high level.
10:58:32Ask people all the time
10:58:33if they're properly doing rebuilding and they go, yeah.
10:58:35And then I look at it and they have no idea what I'm talking about.
10:58:37So there is a video on my channel
10:58:39that is in depth on this wallet's rebuilding, reselling.
10:58:43So watch that if you're confused, because in this video,
10:58:45I'm really just going to be going over the walkthrough of rebuilding.
10:58:47I'm not going to show you the entire ins and outs,
10:58:49because that's a whole other thing.
10:58:50It's beyond agency view and sub account view.
10:58:53It's it's own category altogether.
10:58:55But for this
10:58:55you would just click in here to access to see the rebuilding of any of these.
10:58:59And you would be able to see how much rebuilding.
10:59:02And then if you click this off it'll show you
10:59:04if you're getting rebuild or not.
10:59:05And again you can do the same thing. You can pick what products.
10:59:08So if you wanted to see
10:59:09if they were getting rebuild for phone, you could disable all of these.
10:59:12Click apply and you would see if they're being rebuilt for a phone.
10:59:15And then you have your time, date and anything like that.
10:59:17And then you can export all of this here.
10:59:19So that's really it. It's as simple as that.
10:59:21And then from there you're good to go. Okay.
10:59:23Now we move on to the SaaS configurator.
10:59:25So this is only available on the 497 plan.
10:59:29And what the SaaS configurator does is it
10:59:31automatically generates sub accounts off of plans.
10:59:35This is true SaaS mode.
10:59:37Another thing I see a lot of people not doing
10:59:39is properly using the SaaS configurator on the 497 plan.
10:59:41It is awesome.
10:59:43This is how you scale really fast.
10:59:46And if you're interested in the 497 plan, I have a link down below for a free trial
10:59:48if you want to check it out, but I highly recommend
10:59:50if you're moving very quickly in your agency.
10:59:52You use this because it does this all for you.
10:59:54It auto creates sub accounts and just gets them set up like so powerful.
10:59:59So let me walk you through, you know, the plans and how this works.
11:00:02So you would come in and you would create your own SaaS plans.
11:00:04You didn't even really need funnels.
11:00:05You can just give them, you know, a stripe laying out page.
11:00:07But these are basically the preset SaaS configurator plans.
11:00:11You can edit these or you can delete them,
11:00:13but you can also come in here and you can create your own.
11:00:16So you can add a plan and basically have a SaaS configurator preset up.
11:00:22That way you will have a custom SaaS plan for all of your clients.
11:00:26So let me walk you through just how this works.
11:00:29So the first thing is you're going to put in your plan name.
11:00:32So let's do SaaS super plan.
11:00:35You put in whatever plan you want.
11:00:36This will be SaaS for plumbers.
11:00:39We're just putting in whatever you honestly want to put in a description
11:00:42name.
11:00:42You then going to click next, then you're going to click a category.
11:00:45So we're just going to do default
11:00:46which is the dollar which will be this one down here.
11:00:49We're then going to move to next.
11:00:50You then are going to put in your price.
11:00:52So this is what you're going to be charging the businesses
11:00:54every single month. So you can make this whatever you want it to be.
11:00:57So you can make it 897 you can make it 297.
11:01:01Again high level has rules.
11:01:02You can't go, I think, lower than a certain amount.
11:01:04But what we're going to do is we're going to do 110, okay.
11:01:07And then you can create an annual price where if they buy this
11:01:10and you can just do simple math to add it up 12 months,
11:01:12maybe give them a little discount.
11:01:13That way if a business comes in and they want to have SaaS
11:01:15for an entire year and your white label, you could put in an annual price
11:01:18right here.
11:01:19And on the stripe card you'll see.
11:01:22And on the invoice, which you will see when you create the SaaS configurator,
11:01:25they can just pay. It's so handyman. This will save you so much time.
11:01:28So you can pick that down here.
11:01:29You can basically go do you want them to have a max amount of users
11:01:32or a maximum of contacts before they have to upgrade or do something?
11:01:36I leave these off.
11:01:36It's totally fine,
11:01:37but if you're working with a coaching company,
11:01:39you may want to,
11:01:40you know, get this dialing because they may have like
11:01:41a huge operation, but that way you can play with either.
11:01:43And remember this is going to be preset on a plan forever.
11:01:47So that's the way that works. Then we click next.
11:01:49Here is where you're going to enable what they have access to.
11:01:53So on every single one of your plans
11:01:55you can basically allow them to have this stuff or not like that.
11:01:59You can pick it on there and that's what's going to appear in here.
11:02:01Remember on the sub account, the auto sub account.
11:02:04So you pick exactly what you want.
11:02:06You can even add a snapshot in on one of your plans.
11:02:09So every single time
11:02:10a new customer gets generated there is a snapshot already in place.
11:02:14Hands off you guys.
11:02:16Now see how easy it is to scale with this.
11:02:18It's crazy scalable, so that way you can have basically a snapshot
11:02:22and every single one these plans and crazy.
11:02:24And you can even add a custom menu link on one of these plans.
11:02:27So they have it, which would be an extra link in here like here.
11:02:29But again I'm going to be going over menu links down here later.
11:02:33Right now just bear with me.
11:02:34So you pick
11:02:34exactly what they want on their plants or what features that plan gets access to.
11:02:38So again, if you are selling websites to plumbers
11:02:40and that's it, you might just want to have websites.
11:02:42But you pick what you want and then you click next.
11:02:45So here you can do add ons which we're going to get into in reselling.
11:02:48But basically you can click these and allow them to have access to this.
11:02:52And this is going to be rebuilding.
11:02:53It's going to charge them let's say $10.
11:02:56And the price you have to pay is $9.
11:02:58So you would make a profit of $1.
11:03:00And that's what we're going to configure later in the video.
11:03:02I'm not going to go superintendent right now
11:03:03because there is a tab for reselling.
11:03:05But you can pick I want them to have access to all of these.
11:03:08And then you would make extra dollars that way. So you're going to click next.
11:03:11And then right in here you can set up a free trial.
11:03:14So if you want them to have a trial you can click this on or off.
11:03:16Or you can just toggle it the days you want or set whatever price you want.
11:03:20That way they can try out your white label SaaS for free, which is pretty cool.
11:03:26These are auto generated, so whatever you want in your SaaS
11:03:29plan, it's pretreated and it's there forever.
11:03:31With all of this stuff in the same place, you don't have to
11:03:33keep going into sub accounts and creating a new plan.
11:03:35It's already here. It's one and done.
11:03:37So you then pick do you want a trial period?
11:03:39And then if you want to add credits to their wallet, which I'm going to go
11:03:42that later in the video, they could get a bunch of free email.
11:03:44They could get a bunch of free texts, they could get WhatsApp for free.
11:03:47Whatever you want.
11:03:48You can, you know, and able this you can just turn it off and do this.
11:03:51So here you can activate how long you want the SaaS trial for.
11:03:54Or if you want to have credits
11:03:56then you would just click next and then rebuilding.
11:03:59Okay.
11:03:59So again
11:04:00I have a whole other video on this because this is its own category altogether.
11:04:04But you can basically create rebuilding.
11:04:07And you can see right here
11:04:08all the charges how much you make and all that stuff for each SaaS plan.
11:04:12That way you don't have to keep setting this up.
11:04:14And once they get started and they go into SaaS mode, you're collecting those
11:04:17little bits of every text message they send and whatnot, which is big.
11:04:20If they're sending a lot of text message or you give it to them for free,
11:04:23it just depends on what you're trying to do.
11:04:25But in here you would just go like this and you can see the numbers moving up.
11:04:28Every single time someone's a text message, you have to pay for that, okay?
11:04:31It's the way high level works.
11:04:32You pay for it, the business comes in, they pay for it.
11:04:34But what you can do is
11:04:35you can slightly mark it up in the middle and go,
11:04:37as opposed to $0.50 for a text message, which is not I'm just throwing
11:04:40that out there $0.50 for a text message.
11:04:42You then could do $0.55.
11:04:44That way you're making $0.05 of every text message.
11:04:46Trust me, it's way cheaper.
11:04:47But the point is, you can make little markups
11:04:49on all of their stuff, which is really interesting.
11:04:51And you can come in here and pick this for literally all of these things
11:04:54in a high level that you have to pay extra for.
11:04:56You can just mark it up a tad.
11:04:57That way you're making extra money on it.
11:05:00This is really big.
11:05:01If you're doing a bunch of plumbers, a bunch of, you know, HVAC,
11:05:04and they're sending out all this stuff, you can just have it
11:05:06in their overall plan, you're making a little bit more in all of them.
11:05:08And in the beginning, this is only going to make you an extra dollar or two.
11:05:11But if you have hundreds of clients, this will make you thousands extra.
11:05:14And if they're already paying for it and you mark it up just a tiny bit,
11:05:17it's an easy little way to make extra money, or you just have it
11:05:20included in their plan, which depending on how many text messages they send,
11:05:24they may be, you know, too much.
11:05:25But I always recommend if you're doing rebuilding
11:05:27and you're getting into this, which I go over in the other video,
11:05:30be honest about this. Be like, okay, guys, you have to pay for text message.
11:05:33You have to pay for this.
11:05:34Don't just be like, oh my God, now you have to pay for it.
11:05:36Like it's going to freak him out.
11:05:37So you just pick what you want, what's on off?
11:05:39You turn it on and off. Just like that.
11:05:41You go through all of these and then you just click finish.
11:05:43And now your SaaS plan is now created.
11:05:47And if we go down here, we see the super sass plan generated.
11:05:51How cool is that?
11:05:52And it shows you all the features you have and everything shows you the price.
11:05:56It shows the annual.
11:05:57And again you can come right in here, click Edit Details and you can reedit
11:06:00all of the stuff you want for your SaaS plan.
11:06:04That way it can change.
11:06:05So it's not just one and done, but this plan then will be there forever.
11:06:09And you can even come in here and you can delete it to get rid of it.
11:06:11And then right in here you can generate the sale link,
11:06:13which will just generate a link to this plan and you can send them,
11:06:17or you can add this as a product and go high level
11:06:19and then have it in the funnel to sell them.
11:06:21Either way it works and you just click Generate
11:06:23Sale link and you will copy and paste exactly what it has right in here.
11:06:27If you're in a pinch, just quickly send us them.
11:06:28They'll pay and it's all done.
11:06:30And remember when they pay this, okay.
11:06:32When they submit and pay,
11:06:33it will immediately go into sub accounts and create the sub account for them.
11:06:37Send them log in formation and do all of it automatically.
11:06:41So that is how you create the plans.
11:06:44Now we got to go into advanced settings.
11:06:45So you come in right here you have subscription settings.
11:06:48So right here if you toggle this on if they don't make the payment
11:06:51it then will pause the sub account.
11:06:53It'll basically just suspend it but it pauses it that way.
11:06:56They have to pay. I recommend you turn this on.
11:06:58This right here allows sub account people inside of their sub account
11:07:02to upgrade their plan, so they could upgrade from one
11:07:05SaaS plan to another, and then right in here.
11:07:07This will allow subsequent admins to cancel their subscription.
11:07:11Okay,
11:07:12so with having these on, they can either upgrade
11:07:13to get a bigger plan, or they can go in and say I don't want this in cancel.
11:07:16So that's up to you to turn these on and off.
11:07:18That's your discretion down here.
11:07:20You have the welcome email so you can customize this any
11:07:22which way you want and pick what sub accounts you want it for.
11:07:25So this is what the email looks like. And you can come in.
11:07:27You can add images text. You can change this around.
11:07:29You can put your logo right here.
11:07:31So if you want to have it be your agency logo, you just slap it in right there.
11:07:34And this will allow them to log in.
11:07:36Once they do your SaaS configurator plan, you can turn this off.
11:07:39You don't want people getting that
11:07:40if you're just trying to do it all behind the scenes for them.
11:07:43This way it's all automated.
11:07:44And then they can just log in and they're good to go.
11:07:46So you can create this however which way you want.
11:07:49Okay.
11:07:49It's just like all of high levels of other stuff.
11:07:51They have all this features you can just pop right in
11:07:53and this button will take them right into the login.
11:07:55So it's really simple.
11:07:57And this is really great for
11:07:58if you have a lot of people and you just have that welcoming, it's all automated.
11:08:02It's hands off and you can just keep moving.
11:08:05This is your category.
11:08:06So these are basically just what categories they fall into.
11:08:08So if you want to do SaaS for plumbers SaaS for h vac
11:08:11I want to do just SaaS using rebuilding whatever you want.
11:08:15You would just click add new category, put it in,
11:08:17put it in what currency you want,
11:08:18and then you have categories that these can fall under.
11:08:21Most of the time
11:08:21you just use a default or you click basic ones and you're good to go.
11:08:25So those are the advanced settings.
11:08:26Just so you understand how this has configured works.
11:08:29Then under security okay you basically have these things here.
11:08:33So right here you have positive sub accounts.
11:08:35So when they get a sub account
11:08:36and they create it you can basically have it pause
11:08:37until you review it to make sure everything looks good.
11:08:39And that's just clicking that on or off.
11:08:41Then you have two factor authentication when they get started when they sign up,
11:08:45if you have this toggled on, they will have to go through
11:08:47two eight in order to get in.
11:08:48That's up to you.
11:08:49Again, this is all stuff that you want, but you would just click it like that.
11:08:52This is just going to be any new sub account or approvals you have coming in.
11:08:55We'll go over that later.
11:08:56But that's basically how the security part works.
11:08:58Very very simple.
11:08:59Then in here you have configure.
11:09:01So you can use stripe MMI authorize Net and square
11:09:05and plug it in as opposed to having just stripe involved.
11:09:10That's up to you. I don't know what payment processor used.
11:09:12And but whatever you use you can plug it in right here.
11:09:15Added in that way the SaaS configured is working
11:09:18through that exact payment gateway.
11:09:19But to do that you would literally just click
11:09:21Get Started and follow the steps very simply.
11:09:25But I don't know what you're using. So that is up to you.
11:09:28But you have access to these and you can just follow the steps and plug it in.
11:09:31And then you have a new payment processor setup as opposed to just stripe.
11:09:36But that's basically how that works.
11:09:38So that's the SaaS configurator.
11:09:40That's how you create these SaaS plans that are automatic,
11:09:43that will auto generate sub accounts for you. It's awesome.
11:09:46It's incredibly powerful.
11:09:47If you have any questions on this, please drop a comment down below
11:09:49because this is for the 497 plan only, and it's kind of its own thing altogether.
11:09:53So if you have any questions on this, I will answer as fast as possible.
11:09:57But that is a SaaS configurator and that is how you do it.
11:09:59So now we have the prospecting tab.
11:10:01And right now it's not loading for some reason.
11:10:03But all this is is a way for you to prospect local business.
11:10:06It gives you data, can send reports and do a bunch of other stuff.
11:10:08It does cost money, I'll be honest.
11:10:10You can use ChatGPT for free and basically do the exact same thing.
11:10:14So I'm not wild about it,
11:10:15but it is something you can use and then upsell people on.
11:10:18But for some reason it's not working a cult high level.
11:10:20They're just saying it's blank.
11:10:21But yeah, not sure what that is, but that's really all it does.
11:10:24Now we have dub account.
11:10:25So all a sub account is, is the business side of high level.
11:10:30It is where the business does
11:10:31their stuff, builds websites, says reputation management sends text messages.
11:10:35This is it.
11:10:36This right here.
11:10:37This is where you build these very simple.
11:10:40This is the sub account creation.
11:10:41And this is where you can manage all of your sub accounts
11:10:44and see exactly which ones doing what and transfer and move around.
11:10:48That's all through the sub accounts.
11:10:50If you've seen here you got the date timestamp.
11:10:52You can search for the sub accounts you want.
11:10:54So we do Declan Biz and it would pop up right there.
11:10:57You can pick the exact kind of like columns
11:10:59how you want this to be structured.
11:11:00Again it's all kind of the same on high level.
11:11:02You can sort by a bunch of other stats.
11:11:05You then can pick A to Z, Z to A, you then have extra filters.
11:11:09So if you want to have, you know,
11:11:10what date was this added if the SaaS mode is on, if Yext rebuilding
11:11:13is there, you know,
11:11:14all these little things here that if you click one of these filters
11:11:17on, it will only bring up the sub accounts with these things in common?
11:11:20I'll be honest, this only is good if you have a ton of sub accounts.
11:11:23If you have 5 or 6 sub accounts, even ten, you don't really going to use that.
11:11:27And then here you can just generate reports for your sub accounts.
11:11:31So that's really how all of that works.
11:11:33But now what I want to do is
11:11:34I want to walk you through step by step how to create one of these.
11:11:39And remember the sass configure went up up top over here that automatically builds
11:11:44these when someone's paced. That's why it's so cool if that doesn't make sense.
11:11:46But now I want to walk you through setting up one of these sub accounts.
11:11:50You're going to come right in here to create sub account okay.
11:11:52And you're basically going to have a couple of options.
11:11:53Here is the first thing is if you have the SaaS configurator
11:11:55you can pick if it's a SaaS account or not.
11:11:56If not you can just make it a regular account.
11:11:58If you have the 297 and the 97, you'll just be doing a regular account
11:12:01and you basically have access to premade snapshots
11:12:05here in go high level, you can do stuff for legal coaching.
11:12:08You know what I mean?
11:12:08Home services, health and wellness, beauty and fashion creative.
11:12:12I mean you got all this stuff restaurants.
11:12:14And you can just pre-made one of these select and continue
11:12:16and it will already put it in the snapshot and go high level already did that.
11:12:18But we're just going to select and continue and do blank.
11:12:21So you're going to click this.
11:12:22And then what we're going to do is we're just going to add in all the stuff.
11:12:25So you could search for a business.
11:12:27Like if I do Metro mods okay.
11:12:30It pops up right there. That was my office.
11:12:31You can click this and it will already pre-populated
11:12:33all of your information and create sub account much faster.
11:12:36But a lot of you guys aren't on Google.
11:12:37So if you're not on Google and you're like,
11:12:39oh shit, I don't have access to,
11:12:40you know, all that stuff you're going to need to add manually.
11:12:43So this is what you're going to do.
11:12:44You're going to put in your first name. So we're going to do Declan.
11:12:47So just follow along. You're gonna put your first name.
11:12:48Your last name will do O'Reilly. You're gonna put in your email.
11:12:51We're going to do Declan 123489 okay.
11:12:55Business names. So we're just going to do Monte.
11:12:58You put in whatever
11:12:58your business name is, you're going to pick your business niche.
11:13:01So we are going to do marketing.
11:13:04So marketing agency you pick whatever you want.
11:13:06Remember you're going to walk through as you put in whatever you want.
11:13:08Business phone number do (540) 345-9876.
11:13:12You put in whatever your business phone number is.
11:13:14And then we're going to put in your address.
11:13:16So 234 white start lean Winchester.
11:13:21Again you put in whatever you need to put in here.
11:13:25You put the exact state Virginia country okay.
11:13:30Whatever country you're in, your zip code website, you don't have to put that in.
11:13:35And then your time zone.
11:13:36So we're going to go down and we're going to pick.
11:13:40We're just going to pick. Where is it. Eastern.
11:13:42Once you have all this you look through you make sure everything looks good.
11:13:45And remember you do this for yourself
11:13:47and for clients when you want to create one of these sub accounts.
11:13:51So you look through, you go, okay, good good good good.
11:13:52This all looks good.
11:13:53And then you're going to click Add Sub account.
11:13:56So then I'll bring you to a page like this.
11:13:57And this is just all of your basic settings on the sub account.
11:14:01And then all you have to do right in here is click switch to sub
11:14:04account or load a snapshot into this sub account.
11:14:07Delete this sub account, pause it
11:14:08or transfer it to another go high level account.
11:14:11But you won't be needing to do any of that.
11:14:13We'll just click switch to sub account and it will now
11:14:15take you into the sub account we just created.
11:14:18Then you can build, you know, websites.
11:14:20You can run reputation management email campaigns, all this other good stuff
11:14:24through your sub account.
11:14:25And right in here in your sub accounts you see our new sub account is right here
11:14:28with all the data.
11:14:29You can just click switch to sub account and it will take you to the sub count.
11:14:33Or you can come right in here. You can click Manage Client.
11:14:36If you want to get rid of this sub account click actions and click delete.
11:14:39And it's going to take you through this stuff right here.
11:14:41And you have to
11:14:42go in and click this click this, click this click this and do delete.
11:14:46And then you're going to click schedule for deletion.
11:14:49So now it's going to basically have it delete it.
11:14:52This process takes 24 hours.
11:14:53But as you see right here it is already scheduled for deletion.
11:14:57And that's what it's going to look like when it's delete.
11:14:58And then after 24 hours it goes away.
11:15:00And you can always reverse it if you click that right there.
11:15:02But they give you a little bit of time that way,
11:15:05you know you don't accidentally do stuff.
11:15:06So that sub accounts, that's how you create them and manage them.
11:15:09It'll all be through the sub accounts tab. But this is where you create them.
11:15:12So then we have account snapshots.
11:15:15So this is where you will create import and manage all of your snapshots.
11:15:20If you do not know what a snapshot is, it is a sub account
11:15:24that has been downloaded as a copy with everything
11:15:28you built out and can be reused multiple times.
11:15:32So you can do this with any sub account you want.
11:15:34You can basically create a copy and even if you delete the sub account,
11:15:38you will still keep the snapshot.
11:15:39This is what you see on YouTube and everywhere people give away snapshots.
11:15:42It basically is just a pre-made sub account
11:15:45and you just imported in and then you're good to go.
11:15:49So in here you will have basically four different tabs.
11:15:51So under my snapshots
11:15:52this will be all the snapshots you've access to imported snapshots.
11:15:55These are snapshots you have brought in from somebody else,
11:15:59shared snapshots of your snapshots that you have shared with other people.
11:16:02And then snapshot templates are the pre made go high
11:16:06level snapshot templates right in here that you can use for free.
11:16:10And you would just click Create Sub account.
11:16:11And it will take you through the exact same steps we just went through
11:16:15to basically plug in this snapshot into the account.
11:16:19If you don't want to go that way, you can come back up to sub accounts.
11:16:22Okay. You can click this right here.
11:16:24You can click Manage Client
11:16:25and you can click actions right here and click Load Snapshot.
11:16:29And you can pick the exact snapshot you want,
11:16:31whether it's the one you brought in or a pre-made one there.
11:16:34All be right in here and you just click it.
11:16:36You click proceed.
11:16:38You go through all of the assets you want to keep.
11:16:40So do you want all the websites, all the surveys,
11:16:41all the forms, yada yada yada.
11:16:43You click proceed.
11:16:44It'll check for conflicts, you click proceed and then it will now
11:16:48go into biz and import this snapshot,
11:16:52which is really cool because it will take all of the stuff that I just have
11:16:56and put it in the sub account.
11:16:58So all of the websites I had will automatically get put in here.
11:17:00All the reputation management campaigns, all the automations.
11:17:02It will take all that and plug it right in here.
11:17:05So as you can see this is very, very powerful.
11:17:08But that is another way you can add in the snapshots.
11:17:12So now that you understand what this tab does and how it works
11:17:15and how to search for snapshots, we now need to go into creating a snapshot.
11:17:20So we're going to come right in here. We're going to click Create Snapshot.
11:17:22We're going to name it Roofing Snapshot.
11:17:25And we would select the sub account that we want this built off.
11:17:28So we're going to click Ryan's Roofing and the website.
11:17:31And everything I built in Ryan's roofing will then get made into a snapshot.
11:17:35So we click next. So we look at this and we go we want to keep everything.
11:17:38So I like everything in here.
11:17:39We click select all. We click proceed.
11:17:41And now this is creating a snapshot with everything in Ryan's roofing
11:17:47all of these tabs everything in it websites, automations, etcetera, etcetera
11:17:50into a snapshot that we can reuse infinite times.
11:17:53So as you see right in here now it is loaded and it's Ryan's roofing snapshot.
11:17:57So we can use this again and again and again.
11:17:59And you can click this right here.
11:18:01This will take you just to create a new sub account where you can add this in
11:18:05right here that snapshot.
11:18:06So then you can click this push update to link sub account.
11:18:08So this is
11:18:09if you're changing stuff in sub accounts what you can do is you can then update
11:18:13and it will update all of the snapshots that you have sent out to everybody.
11:18:16Be careful with this because sometimes if you override something evil, override
11:18:20what they've already done.
11:18:21So remember they have to plug in their info to an automation or website.
11:18:24Let's say
11:18:24if you click this and you had a new update and it overrides their automations,
11:18:28all of their automations get wiped out as far as what they set up.
11:18:31So be very careful with.
11:18:32And if you're going to do this, make sure it doesn't override anything.
11:18:34And make sure you let them know that you're doing it.
11:18:36And then right in here you can edit the snapshots.
11:18:38This is how you copy snapshot ID.
11:18:40So this is for if you need to talk to support or anything
11:18:43you then have share snapshot.
11:18:44So you have multiple different ways to share a snapshot.
11:18:47So you can give these away or sell these again in two in a second.
11:18:50And you have a get permanent link, a share one
11:18:52time link which disappears after one chair.
11:18:54You have an email share link to send it to a contact.
11:18:57An agency restricted so only people on agency view
11:19:00a sub account restricted, which is exactly opposite of this,
11:19:03and then a marketplace share.
11:19:04So you can try to sell it, which we're going to go over in a second.
11:19:06But let's say we want to do permanently. We would click this right here.
11:19:08You can enable assets protection
11:19:10so people can't steal your stuff which I recommend you do.
11:19:12And then you click Get Link.
11:19:14And you now have this link right here.
11:19:16And you'll click copy.
11:19:18And then I'll show you what it looks like in another tab.
11:19:20So we paste it and then we get this yes import now.
11:19:23So we want to import this snapshot.
11:19:25And then we're going to import it.
11:19:27And we're going to see it pop up in here.
11:19:29You see you now have an important snapshot.
11:19:31My snapshots.
11:19:33You even have shared snapshots.
11:19:34So that's how snapshots work. Very simply.
11:19:37It is basically just a simple way to duplicate a sub account
11:19:42and have it inside of your high level account forever,
11:19:45and you can even sell your snapshots on the marketplace.
11:19:48And this is a article
11:19:50if you're confused at all how to go in and understand how to sell these.
11:19:54And you can go onto the marketplace, which is right down there,
11:19:58which we will get into in the sect.
11:20:00But this way you can sell your snapshots
11:20:01if you have a really good one, a premium one.
11:20:03You want to make extra money off these
11:20:04because sometimes people have really great accounts,
11:20:07like they may have had
11:20:07a roofing client account that blew up and got a lot of leads and ranked high,
11:20:11and they want to share it with you.
11:20:12But that's snapshots in a nutshell.
11:20:14That is how they work.
11:20:15That's how you create them.
11:20:17It's all as simple as that.
11:20:19We now move on to reselling.
11:20:21So reselling is kind of like rebuilding.
11:20:24It's other things in high level that you sell to your sub accounts.
11:20:29So again this depends on how crazy you're willing to get.
11:20:32But you basically have the workflow plan you have reselling the client portal.
11:20:36You can sell AI employee, which is all the AI features unlimited resell
11:20:39the prospecting tab, resell Yext and stuff like that.
11:20:42Resell WhatsApp and resell WordPress and resell ads manager.
11:20:47So all you do in these is you basically configure the markup price
11:20:52and they will buy it, or it can be part of their plan
11:20:54however you want it, and you'll make that extra little money off of it.
11:20:57So for example, you want to sell WhatsApp to your clients.
11:21:00This is how much high level costs it has to cost you $10 to buy WhatsApp.
11:21:05Why? Because they don't own WhatsApp.
11:21:06It's another service.
11:21:07You then can dictate your exact price in here.
11:21:10So let's say I want to do $15 and I click save.
11:21:13I now make $5 Cinco pesos.
11:21:17After every single high level purchase of WhatsApp in the sub account.
11:21:22So this can be an extra little way to make a bunch of money.
11:21:25Or you can just add this in their total plan.
11:21:27What I see a lot of people do is they add reselling in the plan they already have,
11:21:31but you can kind of come in here and play with the numbers
11:21:33and you'll see that's how much you have to pay.
11:21:35This is how you'll break even and that's your profit.
11:21:37And then you can see, oh wow, look how cool this is.
11:21:40This is,
11:21:40you know, how much I can make off of every time
11:21:42someone gets WhatsApp depending on your industry.
11:21:44So what a lot of people are already doing, you have to understand this
11:21:47and you have to be smart. They're already paying for this stuff.
11:21:49Don't be like, oh, I don't want to upsell people.
11:21:51They're literally already paying for it. A lot of people are already paying for X.
11:21:54A lot of people are already paying for WhatsApp,
11:21:56like people are already doing this kind of stuff.
11:21:58That's why it makes a ton of sense
11:21:59to make sure you take this over, because they're already paying for it.
11:22:02So that's how you do it.
11:22:03You just come in and you configure exactly how you want to play.
11:22:05With that, you click save, you'll see your profit.
11:22:06Remember, you have to just break even on the price.
11:22:08High levels charging you and you dictate whatever you want.
11:22:11In the SaaS configurator, you can preset these up at a fixed price.
11:22:15So every time someone signs up, it's already all built in for one simple price.
11:22:18Again, another perk of having the 497 plan,
11:22:22because you can scale much faster and then you can upsell marketplace apps.
11:22:26We're going to go into that marketplace down there
11:22:27a little bit later, but this is basically just all of the other apps.
11:22:31You're going to plug in, Zapier, you name it.
11:22:33These are apps that you plug into high level,
11:22:35and you can do whatever you want with these.
11:22:36But this is all for third party stuff and you really trying to get granular,
11:22:39but that's how you would configure it in reselling.
11:22:42So now we have add ons.
11:22:44So really all the add ons is, is high level trying to upsell you.
11:22:47That's that's all it is.
11:22:49You can have account setups, dance account setups, priority sports.
11:22:52You can skip the line, you can white label the mobile app.
11:22:55It's kind of pricey.
11:22:56You can have this AI chatbot which you don't really need to
11:22:58just get a better AI button, make for cheaper hip a compliance.
11:23:01Okay.
11:23:01That's where if you're doing stuff
11:23:02with like doctor and insurance, but this is basically things
11:23:05that you add on to your account if you need them in a specific industry.
11:23:09So say if you really want to spend an extra 300
11:23:11bucks a month and get pop notch support, you would pay for that
11:23:14and it would be added into your agents account.
11:23:15So these are not necessarily stuff that you charge your clients.
11:23:20It's more stuff that you charge yourself to make your account better.
11:23:23But you can find all the services by clicking this dropdown right here.
11:23:26Or just look right here and just click View More.
11:23:29It's very easy, very simple.
11:23:30Or click speak with us and it will take you into a consultation
11:23:34where you can talk to some salesperson and try to figure out what's best for you.
11:23:38But that's that's up to you.
11:23:39This a lot of people won't need that, but that is something that you can do.
11:23:43So that is what the add ons tab is.
11:23:45If you did not know,
11:23:45it is just extra features you can buy from high level to help you.
11:23:49Now we have the affiliate portal.
11:23:50So this is the affiliate program of high level.
11:23:52A lot of people know about it.
11:23:53This is where you will basically see all of your earnings.
11:23:56So your reports, your payment details, your payment history.
11:24:00So how many payments have been made from high level to you, your invoice history.
11:24:04And then if you want to talk to anyone one on one to understand the high level
11:24:09affiliate program better.
11:24:10The high level program is very simple.
11:24:11You get paid about 40% of people's high level plan.
11:24:15So if you sign other people up at the high level, you get paid
11:24:18that amount of money every single month off of their subscription forever.
11:24:21Now we have the affiliate portal.
11:24:23This is go high levels affiliate page.
11:24:25So this is where you can sell, go high level to other people and get
11:24:3040% of their payment every single month as long as they use the software.
11:24:34Okay.
11:24:34You're basically an affiliate of Go
11:24:36high level,
11:24:37and I'm sure you've heard all about this is like a very popular
11:24:40thing at high level.
11:24:41But in here you'll see your promoter details
11:24:43how many payments you've had, your history,
11:24:45what your revenue is looking like.
11:24:46You can even go to about and talk to these guys.
11:24:48If you're interested, you'll have numbers.
11:24:50You can hop on group calls and chat with all these guys.
11:24:52It's pretty interesting.
11:24:53We watch a video.
11:24:53It'll just give you all of the details on the affiliate program.
11:24:56You just have to go in and read their affiliate policy, accept, join,
11:24:59and then from there you can get a special link
11:25:01and you can start
11:25:02getting other people on high level
11:25:03and getting 40% of their commission every single month.
11:25:06Easier said than done.
11:25:07It is pretty hard to do and this is how you sign up with it.
11:25:09You just follow the steps and you're good to go.
11:25:11So that is how the affiliate kind of program works.
11:25:13And now drive all the videos on this.
11:25:15So I'm not really going into the nuts and bolts of it, but it's really simple.
11:25:18You go through the affiliate policy, you sign up
11:25:19or you reach out to them and to sign up. It's very simple.
11:25:22You would just review the affiliate policy right here.
11:25:24Watch the high level compliance video,
11:25:26download the affiliate marketing toolkit, download the compliance flowchart,
11:25:29click Agree and Accept.
11:25:30And then you can basically start
11:25:32affiliating high level and making commissions every single month.
11:25:35So that's how you do it. It's very simple. It's very straightforward.
11:25:37You even have a bunch of achievements from money you make where you get this
11:25:41and you get awards and it's all pretty cool.
11:25:42But that is the affiliate program in a nutshell.
11:25:45We now have the template library.
11:25:48So this is just all of the templates in go high level
11:25:52that you are going to be using in here.
11:25:54So like the website templates, email marketing
11:25:55templates, whatever template you want it's all in here.
11:25:59And this way you can configure it for each sub account.
11:26:01Or however I like to leave all of this on.
11:26:04A lot of people go hand with this. I just like to give them everything.
11:26:06It's much simpler that way, but in here you can create your own templates,
11:26:09put in some accounts and have like your own version template.
11:26:12This is kind of like snapshots.
11:26:14You could create a website template in here for everyone to use.
11:26:18Pretty cool If you built a really cool custom website.
11:26:21And then again, there's ways of selling that on that marketplace.
11:26:24But in here, I mean, it's got so many different things.
11:26:26You've got all of the different template types website stores, email, social planet
11:26:30forms, all this stuff right here you have all the different niches
11:26:33right here you can click and play with.
11:26:35You have filters to see how you want to basically configure it,
11:26:38which is this right here you can search for the exact template.
11:26:41So we just do plumber okay.
11:26:42So we would just click lawyer and you'd have all of your lawyer templates.
11:26:47Just like that you can have most popular most recent.
11:26:50You pick whatever you want and it's going to bring up all the templates in there.
11:26:54And again you can configure it just the way you want by clicking
11:26:56fees, these buttons and these filters to get out the way you want.
11:27:00But it's very self-explanatory.
11:27:01You can hide it right here, or you can view it like this.
11:27:04So you can see exactly what you're dealing with so you can make.
11:27:06Oh, I really like this website. And that way you can see it.
11:27:09It's such a pretty good website. And then play with it just like that.
11:27:11And then if you like it, you can basically plug that
11:27:13in to your account or just go into your account and plug
11:27:17it in, just like we showed you before, very simply by going into the features.
11:27:20But by the way, this is an agency view video, not a sub account view video.
11:27:25So please, if you're confused on any of this, go to my channel and watch.
11:27:28By the way, I will be linking a video at the end of this video,
11:27:30which is going to be how to master the entire sub accounting.
11:27:32So please check that out. That's it in the nutshell.
11:27:34That's how you do it. And then you have extra settings
11:27:36right here to just go through any of these things.
11:27:39Your view preferences, the categories you want.
11:27:41If you have a bunch of stuff tags to add depending on
11:27:45you want a life insurance lawyer
11:27:46and then types is as you see here about bio checkout consultation.
11:27:50It could be free PDF, lead magnet, whatever you want.
11:27:52You would plug it right in here.
11:27:54So this stuff is very straightforward.
11:27:56You just kind of go in and poke around and pick exactly what you want.
11:27:58I'm not literally going to go through every single website
11:28:00template, every single store template because that's up to you.
11:28:03So that's how all the templates work.
11:28:04And again, to create your own you click create template,
11:28:07pick the sub account you want, pick how you want it in there,
11:28:09pick exactly what template you have built out and then click continue
11:28:12and it will take that website you create or whatever you want
11:28:15and have it pre-built for you and then you're good to go.
11:28:18So that is how the template library works in a nutshell.
11:28:20So now we have partners.
11:28:22This is basically where you can make money inside of go
11:28:25high level by partnering up with people or them partnering up with you.
11:28:28So you can basically come in here to find a partner,
11:28:31and it's going to take you to this page,
11:28:32and it's going to show you all of the people in here,
11:28:35and they basically build websites, they build, you know, funnels, they do
11:28:40custom stuff, they do whatever you want, and they're all in here.
11:28:43And you can just come into
11:28:44category and pick whatever you want, what language, what industry,
11:28:47and you can find people that are experts in go high level and talk to them.
11:28:51And in here they're high level certified.
11:28:53So if you look right here you can get certified at high level.
11:28:56So this does cost money.
11:28:58But getting certified is interesting because they will send you people
11:29:01and they list you on that page I just showed you.
11:29:04So this is how you get certified.
11:29:05And to get certified you just get certified and follow the instructions.
11:29:08But that way you're like
11:29:09a professional and go high levels eyes because they have certified you.
11:29:13And it can be an easy way for you to get clients if you build up your resume.
11:29:16Think of it like fiber and Upwork, so that is something you can do
11:29:20very simply and very straightforward just following this exact construction.
11:29:22And I know people that actually make decent money from this,
11:29:25but you can come in here
11:29:26if you find the right person you want, view their listings,
11:29:28send them a message, hey dog, help me out, blah blah blah blah.
11:29:30And guess what?
11:29:31You now have a list of people and you can search for keywords.
11:29:34And you have all these other great things, just like the categories
11:29:36that you can kind of find exactly what you're looking for.
11:29:39Or you can click View Listing or send these people a message.
11:29:41If you're interested in talking to Caitlin or Cohen or Mike,
11:29:44you can just send a message, okay, I want this and that.
11:29:46This can be a great way for you to find high level professionals,
11:29:49so drop a comment down below if you're confused on this at all,
11:29:52or message me for free on WhatsApp or Facebook.
11:29:53I can help you out with this,
11:29:55because I think a lot of people are very interested in this,
11:29:57and it's a great way for you to potentially make money
11:29:59and meet with people, so this can be confusing.
11:30:01A lot of people don't even know this exists.
11:30:02I just know they don't because they get this question a lot,
11:30:04but that's the way they do it. So find a partner.
11:30:06Was this right here if you need something done.
11:30:09On the other hand,
11:30:09this is how they funnel people in here to get more leads, to have people help out.
11:30:14You can then put in your name, last name, organization, email
11:30:17a bunch of other stuff and describe what you need help with.
11:30:19Like I need a complex automation build out and you can click continue.
11:30:22And it would basically submit in the go high level ecosystem.
11:30:25Now, I personally think the best place to find real professionals is YouTube.
11:30:28But for some people
11:30:29this may be great if you're trying to figure stuff out, cause
11:30:31some of these guys may be on YouTube, but that's how it works.
11:30:33It's so straightforward. It's so simple.
11:30:35Those two different things are basically you submit the form and you now
11:30:38have access to a whole broad range of professionals that could help you.
11:30:43Or like I said, you could get go high level certified by following this,
11:30:47by going in and doing the go, which I just showed you right up here.
11:30:51And then
11:30:52they could potentially send people to you, which could put dollars in your pocket.
11:30:55So that is another interesting thing that may be helpful to you.
11:30:58So now we're going to go to university.
11:31:00So all this is, is a place where you can learn more about go high level videos.
11:31:05It's a free training.
11:31:06I personally prefer YouTube but this is an option.
11:31:09Then we have SaaS education.
11:31:11So all this is going to be some videos and some trainings right here.
11:31:14Very simply and very straightforward for you to master the SaaS configurator.
11:31:19So for 97 account you only get access to this.
11:31:23This is here just to make sure you understand SaaS mode.
11:31:26The SaaS mode is a whole other thing.
11:31:27It's a whole different part of high level where it auto
11:31:29create sub accounts and it goes into rebuilding.
11:31:31And again, I have a video on this because it's so much different,
11:31:34but that's basically how you would do it.
11:31:35But this is a way to learn more about it.
11:31:38Very simple and very straightforward.
11:31:39So SaaS education can be great if you just want to learn a little bit
11:31:42more about the SaaS configurator, and it could make you more money.
11:31:44Except I already went over this in this video. So this is necessary,
11:31:47but it's just a little page where you can educate yourself.
11:31:49If you have this as configurator,
11:31:51which is on the 497 plan, then we have the Goal Swag store.
11:31:55So all this is is a place where you can buy goals, merchandise,
11:31:59hoodies, jackets, hats, accessories, bottoms, whatever you want.
11:32:03It's right in here. You can look at it.
11:32:05Not really going to go super in-depth on the GLS swag store
11:32:08because it's just not that, you know, impressive.
11:32:10I mean, it's where you buy go high level clothes.
11:32:12So now after that we go to ideas.
11:32:14So this is, in my opinion, one of my favorite parts about go high level.
11:32:20You can log in and you can go in and you can submit your ideas to the ideas
11:32:26board on high level and be like, I want a new website feature.
11:32:29And if they vote on it and more people like it,
11:32:31they will actually take these things into consideration and build it.
11:32:34I did this with square.
11:32:35Believe it or not,
11:32:36the reason they were able to add square to the calendars is because of me.
11:32:39I knew the developers when I met with the high level conference, I badgered them.
11:32:43I was, I need this, we need this, we need this.
11:32:44And there was a bunch of other people going, we need this, we need.
11:32:47And we all got together and we made them do it.
11:32:49So you can actually create high level, you can reshape it, you can go in
11:32:53and you can actually put your feedback in,
11:32:55get other people to vote on you and you can change it.
11:32:57Here's the change log.
11:32:58This is basically all of this stuff that is getting changed.
11:33:00So it's awesome.
11:33:02I mean, this is this is really powerful.
11:33:04This is the ideas board, guys.
11:33:06You can get real time feedback, put it in and they can change stuff for you.
11:33:10This is awesome.
11:33:11This is so powerful I highly recommend you guys check this out.
11:33:14You'll love it.
11:33:15And it's a place where you can be heard and you can change the landscape
11:33:18of high level.
11:33:18Not many softwares do this, but this is where you do it.
11:33:21Then we have the mobile app.
11:33:23So this you have to pay for.
11:33:24But this is the mobile app that you can basically go on your phone
11:33:28and change it up. Supposed to just having lead connector.
11:33:30You can come in here if you want to pay extra for it.
11:33:33You can go right into customize app and you can customize the way it looks
11:33:37okay with the profile, the overview, and then basically set up a payment plan
11:33:41because you're going to have to pay for this.
11:33:43And here are the prices.
11:33:43But you can change the way the mobile app looks if you want to do that.
11:33:47And that's where you would do it.
11:33:48You would come in here, you'd pay for it,
11:33:49and then it gives you all the customization for branding.
11:33:51Profile overview I'm not going to go in
11:33:53how to do everything because it's very self-explanatory.
11:33:55You changed your logo by clicking the button,
11:33:57but this is the way you would do it.
11:33:58If you want to pay for a mobile app
11:34:00and have it completely changed and then customize your way.
11:34:03So you have now a mobile app that is reflecting yourself.
11:34:07So that is how you would do it.
11:34:08Last but not least, we have the app marketplace.
11:34:11This is where you will find apps that are from third party vendors.
11:34:17So Zapier send in blue synth flow.
11:34:19Bappi waved out all these things.
11:34:21You can come in and add it in and it will basically help you out with this stuff.
11:34:24So in here you have your categories to pick what you want.
11:34:27You have pricing.
11:34:28You want it to be free one time.
11:34:30You have niches to pick distribution type.
11:34:32And you can just play with this and be like,
11:34:33I want to find something in advertising and I want it to be free,
11:34:37and I want it to be in the dental niche and it's going to find you.
11:34:40Well, it looks like there's nothing there, but you would click
11:34:42exactly what you want.
11:34:43You can delete your filters
11:34:44just like this, and then you can find exactly what you want.
11:34:49That way you can get a list of all the stuff.
11:34:51Because here's the thing certain agencies or businesses may need add
11:34:55ons to high level, and this is where you're going to do it.
11:34:57You will add on a feature that's you can't find in high level to bring it in.
11:35:01That's why people will be like, high level isn't the best, it is the best.
11:35:04Because if high level isn't the best,
11:35:06you use a third party app and make it the best.
11:35:08So you have unlimited functionality with high level.
11:35:10And a lot of people don't realize this,
11:35:11that you can take other things and add it indigo, high level and make high level
11:35:15even better.
11:35:16So High Level is undefeated in this area.
11:35:18You can really just keep upgrading it, but this is where you would do it
11:35:22and all your installed apps would be right here.
11:35:24These be all the ones you installed.
11:35:25So once you find the app you like, let's say it's make,
11:35:28you would just click it right here and you would click install.
11:35:31Now if it's a paid app, you will have to go through and pay for them.
11:35:35But you would click it,
11:35:36you would click install, and then you're going to have to go
11:35:38watch videos on YouTube or wherever they have,
11:35:40maybe in here to then properly
11:35:41plug it into the sub account or wherever you want it.
11:35:44But this is really great
11:35:45for I know, like a lot of real estate people and people with like showcase ID,
11:35:48with these more complicated systems, they may need to go to the App Store
11:35:53to get it plugged in.
11:35:53But this is how you can upgrade your entire go high level.
11:35:56If there's something missing,
11:35:57you click it just like that and then you are good to go.
11:36:00Okay, so now we've finished all of these tabs here.
11:36:04But oh wait, there's more settings.
11:36:08A whole lot more.
11:36:11I promise this part will go fast because this is not super complicated.
11:36:14But now we have to go to the
11:36:15settings part, because what this settings part is, is it's the fine
11:36:19tweaks between all of this stuff where you configure basic stuff forever.
11:36:24So let's go into settings.
11:36:25So the first thing is my profile.
11:36:27This is really just your data on your agency.
11:36:30So your first name last name email your phone number.
11:36:32You can select the language of the platform.
11:36:35So this will change everything.
11:36:37And then you can change your password or do anything like that.
11:36:39And it's pretty interesting because this gives you
11:36:41that functionality to quickly change everything in your main account.
11:36:44And you can sign out of all devices right here.
11:36:46But that is what the my profile is.
11:36:48Then you have company.
11:36:50So this is all of the company settings of your entire account.
11:36:54So the name, the email, the phone number, your website, your category, you know,
11:36:58this is the basic stuff that you had when you first set up.
11:37:02And then basically you have your address and then any sort of stuff
11:37:06with your features, things you want turned on, turned off, configure.
11:37:10Again, a lot of this stuff
11:37:11is already in the other settings, but this is where you do it.
11:37:13Then you can have your relationship ID, which is the code that is on your account
11:37:17that makes you unique. Then from there you have white label.
11:37:19So this is if you want to change the logo up here from this
11:37:23right here, which is your goal, you have to have this on the higher plan.
11:37:26But we could upload a logo right here and change it.
11:37:28So we'll come right to downloads.
11:37:30And we will do let's just do my face.
11:37:34And then this could be look at that I'm there.
11:37:37And then you can white label the account.
11:37:39So it's no longer go high level.
11:37:40It's Declan level or whatever you want to call it.
11:37:43Then your white label domain.
11:37:44So this is going to be the old email
11:37:46plugged into account, which all of your other sub accounts
11:37:49will be using to send emails out, but that's up to you
11:37:52how you want that configured.
11:37:53I have other videos on this, but you want to configure
11:37:55both those for it's probably work.
11:37:56Then you have a privacy policy and a term of service.
11:37:59You can basically have these for the entire account,
11:38:01which is where you'll put them in, which can be very handy.
11:38:04And then this stuff around here, which is the themes which you can have it
11:38:08be light theme or dark theme as you see right here,
11:38:10and then custom CSS, JavaScript to customize the way this looks.
11:38:13Because some people,
11:38:14when they white label, they want to make this look way different.
11:38:17So this is where you will configure it to make this whole thing look way different.
11:38:20Or you get a plug in,
11:38:21but that's where you would configure this stuff,
11:38:23change your logo and do all that other stuff.
11:38:25So you can basically customize the settings, so to speak,
11:38:28and make your account look different.
11:38:30Then in advanced settings, this is just some basic stuff.
11:38:32This is account security which you're going to want enabled.
11:38:35Session timeout.
11:38:36This is if after four hours eight hours whatever you automatically log out.
11:38:40You can have never or not and then optimize experience
11:38:43which has a couple of different things where you can
11:38:45basically use some surveys, product guide updates and beta features.
11:38:48And you can just turn these on or off just like that.
11:38:51So that is company in a nutshell.
11:38:53It basically is just a way to make the platform look different
11:38:57and customize it and have those overall features across the board.
11:39:01Then we have the team.
11:39:03So the team is very similar to if you come into settings on a sub
11:39:08account, my staff, but it is the my staff control of everything.
11:39:11So it's like the ultimate admin control panel of all staff across the board.
11:39:16And in here you basically have different types.
11:39:18You can have an agency user, an account user,
11:39:21you can have them be a user admin owner.
11:39:23And you can pick the exact sub account you want.
11:39:25So in here what you can do is you can basically create a user
11:39:29either of agency view is just admin or just sub account view.
11:39:34And you pick that. And to do that you just click Add user.
11:39:36You put in their first name, last name, email their password.
11:39:40You come right in here to roles and permissions.
11:39:42You pick
11:39:42whether they want to be a sub account
11:39:44or agency, whether you want them to be an admin or user.
11:39:48And then you can basically restrict certain sub accounts
11:39:50and then give them access to these features.
11:39:52So if you want, let's say this user to only have access to the marketing tab,
11:39:56you can turn off all this other stuff and all these other tabs in high
11:40:01level will be gone.
11:40:02It'll just be the marketing tab.
11:40:04So you can basically control what they get to see.
11:40:07And the way you do that is just by toggling
11:40:09these things on and off right in here.
11:40:11And you can turn off everything.
11:40:12You could just have them have access to payments.
11:40:14You could literally just make this software into a, you know, a contact CRM.
11:40:19Like you could do that.
11:40:20And the way you do that is by turning this on and off.
11:40:22So that's how you would create users here.
11:40:24So that's it. It's as simple as that.
11:40:26You would just come in here, add your users.
11:40:28And again you can have it be on agency view or sub account view.
11:40:31And this is where you'll see your entire team
11:40:33inside of high level and delegate what you want them have access to.
11:40:36And you're going to want to do this if you're bringing in Vas employees, etc..
11:40:39So that's how you do it. Now we move on to billing.
11:40:42So billing dashboard
11:40:43is where you're going to see your plan and all the payment info.
11:40:46This is the plan you are tied to.
11:40:49So you go wow, this is the 497 plan.
11:40:51And it'll show you any add ons you have and what sub accounts they're attached to.
11:40:55And if you want to skip the trial and pay immediately,
11:40:58you can click that right here.
11:40:59And then you would click this right here.
11:41:01If you want to upgrade your plan, get a trial extension.
11:41:04So get a longer extension of go high level more free days.
11:41:07Downgrade your plan.
11:41:08So move from 497 to 297 or cancel your plan.
11:41:12You would just click this and follow the steps to cancel go high level.
11:41:15So that's the way it works.
11:41:16And then if you have any billing questions you can call this number
11:41:18right here and ask them stuff on the phone okay I have questions about this.
11:41:21But this is where you will configure
11:41:23your subscription to high level and all the rebuilding.
11:41:27It'll be right in here in billing under Settings on Agency View.
11:41:31Then in here we have payments.
11:41:32So this will just be your credit card info, your billing information.
11:41:35Any of the payments you made in high level,
11:41:37whether that is rebuilding, reselling or the software subscription,
11:41:41it'll be all right here.
11:41:41So you can see all of this wallet in transactions.
11:41:44I go in depth on this in that other video I talk about, so please check that out.
11:41:49But this is an in-depth like I'm talking in-depth
11:41:53view of every single transaction made.
11:41:55And you can come right into detailed transactions
11:41:57and it will legitimately show you every single little transaction inside of.
11:42:02You can see if rebuilding is working, if it's not, and you'll be able to play
11:42:05with that to know exactly what's moving in what area.
11:42:09If you're doing rebuilding on the 497 plan, this needs to be utilized
11:42:12because there may be some people that are not getting rebuilt
11:42:14and they are taking money out of your pocket without you knowing.
11:42:18This is where you figure that out and you can figure out the timestamp.
11:42:21You can come here to all the transaction types, okay, to figure out exactly
11:42:25what's going on with its SMS if it's LC phone, that way you can see
11:42:29exactly what's happening with this and then configure it as is.
11:42:33Or you can export it
11:42:34and you can click the exact sub account that you want to see the transactions on.
11:42:38But that is how you'll see all of the minute transactions in high level.
11:42:41So then we have notifications which just notifies you on the wallet
11:42:44and the rebuilding.
11:42:45You just toggle this on and then click the conditions you want.
11:42:48Pick emails you want it sent to.
11:42:50That way it will just alert you with what's going on in the account.
11:42:53So again, billing is just a place where you will see your go
11:42:56high level subscription,
11:42:56what your pain goal, high level, and then what
11:42:58all of your clients are doing inside of high level.
11:43:00So you can see every dollar going in and out of high level.
11:43:03A lot of people really don't know how to use this, and I recommend
11:43:06you watch that other video because this will help
11:43:07you become a row with high level.
11:43:09So next is phone integration.
11:43:12So this is just where you're going to see all of the phone numbers
11:43:15and who has access to it.
11:43:16So remember there's LC phone and Twilio
11:43:18LC phone is what high level has that is built in which is Twilio.
11:43:21And then you can plug in Twilio which is also AE.
11:43:24And it's very confusing. It's really not there, just kind of the same thing.
11:43:27But they're actually different companies.
11:43:29So it's so this is where you will see all of the phone numbers.
11:43:32So LC phone and Twilio,
11:43:33you know native or outside, which is Twilio plugged in to here.
11:43:37And in here you can just go this and learn more about LC phone.
11:43:40If you're confused on how that works by clicking that.
11:43:42And this will just show you all of the sub accounts that you can see that have it
11:43:47enabled, doesn't mean they have it, but they have that option to buy it.
11:43:51And then you can click Delete Connection or whatever you want there.
11:43:53You can export all of these. You can move numbers.
11:43:55So if you have one sub account like okay I have Declan Biz and I want to
11:44:00which I don't have a number.
11:44:01That's why I say that.
11:44:01But if I had a number there and I wanted to move it
11:44:03into, let's say Ryan's roofing, you can pull numbers from different accounts.
11:44:07Really cool,
11:44:07But that way you can
11:44:08basically move it from side to side and whoop status will not be moved.
11:44:11But that's how you can basically move numbers around from sub accounts.
11:44:15You will do it right there and move numbers.
11:44:17And then you can switch all sub accounts to LC phone as opposed to Twilio.
11:44:21So that's how you do that.
11:44:21Very simply it'll show you all the sub accounts you have account creation okay.
11:44:25This is just default preferences.
11:44:27So do you want to automatically have the phone system linked.
11:44:29We already have that enabled.
11:44:30Do you want to allow account users to submit ATP registration
11:44:34if rebuilding is disabled?
11:44:36Remember ATP registration costs money.
11:44:38It costs like 20 bucks.
11:44:40You want to have this not checked and maybe you want to
11:44:43just let them have for free, but they will rack up charges if you do that.
11:44:46So you want to make sure that they are getting rebuilt because guess what?
11:44:49If they fail, that's your fault.
11:44:51And then you have to pay their bill for their negligence.
11:44:53Then you have automatically enabled number.
11:44:56This basically just detects spam, does other bunch of stuff.
11:44:58You can turn that on. It's pretty cool.
11:44:59And then you can have a messaging limit
11:45:01and you have to have this set up in order to work.
11:45:03But this is just for how many are going out so people don't get banned.
11:45:05But that's where you would do that. Email notification settings.
11:45:07This is just the notifications that go to email.
11:45:09But we're about to go into email so don't worry about this.
11:45:11So just to recap, bone
11:45:12integration is just all of the settings that have to do with Twilio and Elsie.
11:45:16Phone inside of your girl high level camp.
11:45:18This is where you will
11:45:19configure everything, moving the numbers and do everything.
11:45:21It's right in here.
11:45:23Next we have in mail services.
11:45:27So this is where you will control all of the emails okay.
11:45:30For go high level.
11:45:31So you can either have Elsie email which is lead connector email
11:45:35or you can add in mail gun which is a third party
11:45:38that plugs in which you would go to your mail gun account and plug in the API
11:45:41and the domain and plug it in.
11:45:42Then you would have
11:45:43Megan be your provider, but this is basically where you would have
11:45:46the emails for your account for them to send out to do rebuilding.
11:45:50So that's where you do it.
11:45:51You then basically have where you want this,
11:45:53so you can have email verification
11:45:55on all these guns by talking this on so they get verified first okay.
11:45:59Risk assessment.
11:46:00This is basically just going through
11:46:01all of your email verification and saying that bounced classification.
11:46:05This is the data on how your email domains are doing.
11:46:08And is it is it getting banned. Postmaster tools.
11:46:11This is through Google.
11:46:12This is a way to optimize your email so it gets in more inboxes.
11:46:15This is where you do it.
11:46:16If you have Microsoft, it will be through here advanced settings
11:46:20which is automatically enable email verification for new sub accounts.
11:46:22So if you're creating new sub accounts with this configurator or through
11:46:26Go High level, this will automatically enable it.
11:46:29So you can basically have them go through and then you're good to go.
11:46:31So that's where you would add that again just like the phone integration.
11:46:35This is where you add all of your stuff in to basically have
11:46:39email working properly.
11:46:40It's all through here.
11:46:42Everything you need to basically get it plugged in and set up
11:46:45and I videos on setting up your agency, okay on my channel.
11:46:48So go check that out. But this is just where everything is.
11:46:50So, you know, like, okay, this is where I need to go.
11:46:53This is where you would basically plug it in.
11:46:55And LCD phone is already default.
11:46:56So it's just plugged in from there.
11:46:58You basically just have it plugged in and you set up your email and you're done.
11:47:01So it's easy.
11:47:01So I'd recommend using Elsie email as opposed to Milton
11:47:04because it's already plugged in and the work is done.
11:47:06But this is where you will configure all of that.
11:47:08Then you will have system emails.
11:47:11So what this is, is this is all of the settings to
11:47:15do with the emails that get set out automatically when a new user gets added,
11:47:19when someone logs into a community, when someone you know buys your thing,
11:47:23this will be the email that goes out automatically.
11:47:25A lot of people are confused on how to set this up.
11:47:27This is through system emails.
11:47:28If you are automatically selling people stuff
11:47:30and they're getting emails and you don't like the way it
11:47:32looks, you come into settings on agency.
11:47:34You can go to system emails and you change it.
11:47:36So you can click Change Template right here,
11:47:38and you can play with the exact template here.
11:47:40You can go and create a new one
11:47:41and you can pick the exact sub account you want it on.
11:47:43But that's going to be the email that is sent out when any of this is created.
11:47:47If someone is resetting their password, this is where you will create that
11:47:50initial email.
11:47:51So when someone's logging in and says forgot password,
11:47:53this is the email that's being sent to them.
11:47:55You can come in and configure this the way you want it to be.
11:47:58Same with the verification code.
11:48:00You can come and change template, play with it and make it look
11:48:03different depending on what you are doing.
11:48:06That way you can have full functionality of what's going on
11:48:09because sometimes people don't like this.
11:48:10Maybe you want to put your logo on it, maybe you want it to say a nice message.
11:48:14Maybe you want to have a, you know, a calendar for them to book a call.
11:48:16That's where you're going to configure all this.
11:48:18And then in settings
11:48:19you would just have the default system picture, which is what we added up there,
11:48:23which you can remove update which is just plugging in sign to media storage.
11:48:27And then you have right here the color for the sample button.
11:48:29You know you want to make it red, you want to make it whatever.
11:48:32You click that and then you're done.
11:48:33So that is the system email.
11:48:35It is just the default settings for sending out emails on users
11:48:40being created, new clients, you know, people resetting their passwords.
11:48:43This is where you would configure it and just follow along
11:48:45exactly as I taught in order to get it.
11:48:47So now we have Elsie Premium Triggers.
11:48:49So this is just if you want this enabled on this account or not.
11:48:53This is with rebuilding.
11:48:55I recommend you watch that video. This goes into rebuilding.
11:48:57So this is making a little bit of money off of every premium Elsie Trigger.
11:49:02And you would just click this on or off.
11:49:04And if you have SaaS mode turned on it would show you how to do this.
11:49:06You would just click this on.
11:49:07It'll have SaaS mode and it will then start building this.
11:49:09This is just a way
11:49:11because you can have this default setup on all of your accounts, but this is just
11:49:14a way to turn stuff on and off for certain accounts.
11:49:17You would come right here.
11:49:18And this has to do specifically with Elsie premium triggers.
11:49:21If they're using it this is where you would access it.
11:49:23Then the same exact thing for AI employee.
11:49:28So if you don't know what AI employee is it is this right here it is for $97.
11:49:33You get access to unlimited voice, AI, unlimited funnels and website AI,
11:49:36and limited reviews, AI, unlimited conversational AI, unlimited
11:49:39content, AI, and unlimited work flow AI.
11:49:42It is a package that they've created and it is the exact same thing as Elsie
11:49:46Premium triggers.
11:49:47As far as clicking this on and clicking it off, it's just a way
11:49:50to go in quickly and turn them on and off for the sub accounts.
11:49:54That way they can use AI employ or you can sell it to them
11:49:58and it just gives you that little bit of functionality.
11:50:00Same thing with workflow AI.
11:50:01You come in, you pick the exact sub accounts
11:50:04you want this for, and workflow AI.
11:50:06It's the same rubric.
11:50:07You pick exactly what you want, you turn it on or off, you're good.
11:50:10And this is for workflow AI which is part of AI employee domain purchase.
11:50:14Same thing.
11:50:15You turn it on and off the way you want it.
11:50:17Just like that autocomplete address the same thing.
11:50:20So now we move on to private integrations.
11:50:24So this is beyond app marketplace.
11:50:26This is plugging in third party
11:50:27providers into your agency dashboard not just your sub accounts.
11:50:32So you click new integration.
11:50:34You put in the name you want the description.
11:50:36And then you'll
11:50:37basically going to select the exact scope and plug in a different software.
11:50:40So this could be Zapier. This could be you name it.
11:50:42It's plugging in an integration into your agency to change high level altogether.
11:50:47This is a more advanced developer stuff,
11:50:49but this is where you would do it right in private to gradients.
11:50:53Then we have affiliates.
11:50:54So then you have affiliate settings, which is just the affiliate program,
11:50:57some extra little settings.
11:50:58You actually don't really need to go into this
11:51:00because it's already in the affiliate dashboard,
11:51:01but this is where you would add it and then adding a Facebook Pixel ID
11:51:04and anything else. And then you just click save.
11:51:06So that's that.
11:51:07Then we have custom menu links, which is super cool, which
11:51:11a lot of people don't know how to do.
11:51:13So pay close attention because I'm going to walk you through this. Exactly.
11:51:15So now we're on custom menu links okay.
11:51:18So what a menu link is, is it's one of these that is a menu link.
11:51:22And it's on agency side and on subacute side.
11:51:25And you can build one for both.
11:51:26You can do whatever you want.
11:51:27And it's so cool and it's so underutilized.
11:51:30I don't see people using this a lot that are more like lower tier.
11:51:33But if you have a SaaS, you know, company, you're doing well.
11:51:35You can add all kinds of cool stuff in here.
11:51:37So you're going to come right in here. You're going to click Create New.
11:51:40Select your icon. So we're going to do YouTube.
11:51:41Remember the icon is this thing right here okay.
11:51:44Then we're going to click title.
11:51:45So we're going to do lens YouTube okay.
11:51:48They're going to pick the URL so you can put whatever you want.
11:51:51This can be a web page a social media page a calendar link whatever you want.
11:51:55You plug it in simple as that.
11:51:57And you click paste.
11:51:58And then you're going to scroll right down here.
11:52:00And you can basically pick how you want to do you want to as an iframe.
11:52:03You can have an eye frame.
11:52:04If it's a page you can do it with YouTube video, but not with a YouTube channel.
11:52:06You can have it open up in a new tab,
11:52:08so that pops up a new tab or open in current window.
11:52:10So we're going to do open in current window.
11:52:12Then you can pick do you want to
11:52:13on agency sidebar which is this sidebar or sub account sidebar which is this.
11:52:17We are going to do both.
11:52:19And then we're going to click what sub Accounts want.
11:52:21We're going to click all. Why.
11:52:22Because we want them all excludes.
11:52:24No we don't excluding. And then role based visibility.
11:52:26Do you want certain people to see these versus this is good.
11:52:28If you have coaches and programs like that you can do it like that.
11:52:30But we're just going to click all and then we're going to click save.
11:52:34So boom there we see it right here.
11:52:36Here is my menu link.
11:52:38So let's check on sub account view first. Boom.
11:52:40Look at the alcohol is that it's popping up on the menu now.
11:52:44So we click view and it takes me to my YouTube channel.
11:52:49Let's go to Agency View.
11:52:50Oh my gosh look it up I click that too.
11:52:52Boom takes me to my YouTube channel.
11:52:54How stinking cool is that?
11:52:57So that's how you do it.
11:52:58And then to edit it you can click that right there
11:52:59or delete it to get rid of it entirely.
11:53:01And then it is gone.
11:53:03Those are custom manual and they're incredibly powerful.
11:53:06So now we come down to stripe.
11:53:08So this is going to be where you plug in stripe which is the payment processor.
11:53:13You would follow the steps.
11:53:14You would click log in and it'll take you through exactly
11:53:16what you need to do to plug in your stripe to your account.
11:53:20Now I have a setup video which you can watch
11:53:21which goes into this, but that's how you would do it.
11:53:23And then to disconnect you would click this right here,
11:53:25I acknowledge and then it will disconnect your stripes.
11:53:27You can plug a different one in.
11:53:28So then we have API keys.
11:53:30So this is for if you're using stuff with the app marketplace
11:53:33and trying to plug in custom apps, you're going to need API keys to plug stuff in.
11:53:37And you can do that right in here.
11:53:39You can create new and you can add them in.
11:53:41You can kind of see which ones you have.
11:53:43And this will all be generated through here.
11:53:44So this is where you will see access to all that.
11:53:46So make sure that you look at this if you're confused
11:53:49because this is where it's going to be.
11:53:50All of your agency API.
11:53:51Cuz then location API key which is your sub account,
11:53:54then we have compliance.
11:53:56So this is anything with HIPAA, GDPR any of these sort of like compliance acts.
11:54:02They'll be right in here.
11:54:03And this you have to pay for
11:54:04if you're doing stuff with medical it's some sort of insurance thing.
11:54:07I don't use it, but you're going to need it if you're in that industry.
11:54:10And then GDR compliance is stuff for Britain.
11:54:13You know, the overseas people, which we actually need to have,
11:54:16which you can have in a privacy policy, but this is basically compliance to make
11:54:19sure that you are following the right standards.
11:54:21You do not need to have this if you're not in that industry,
11:54:23but for certain people, you will need to use it.
11:54:25This is where you will see all of your compliance stuff.
11:54:27Last but not least is the audit log.
11:54:29So this is awesome because what this is, is this is a complete list
11:54:34of every single action in go high level, every sub account, every agency.
11:54:39You will see everything, see the menu links I just created.
11:54:41Those are there. Ryan's roofing.
11:54:43It shows everything, every single data point on anyone in your agency.
11:54:47So you know exactly who's doing what, where they're doing.
11:54:50You know, if employees are being
11:54:51honest or lying to you, you basically see everything.
11:54:55You basically know what people are doing when they're doing it.
11:54:58Who's deleting what, because sometimes people go, I didn't delete the website.
11:55:01And then right here it says that John deleted the website.
11:55:03That's where you'll see all this is an audit logs.
11:55:05And this is over the entire account.
11:55:08Now top accounts have audit logs. But that's just for the sub account.
11:55:11This is for the entire go high level account.
11:55:13And you can search for stuff.
11:55:15You can select what users you want in here.
11:55:17What actions what they've done.
11:55:19You know basic stuff the timing. That way you can get it narrowed down.
11:55:22But this is great to make sure you have like a basic insurance
11:55:25policy to know who's doing what and to make sure you have data on people.
11:55:29If they say dumb stuff like, I didn't do that or I did,
11:55:32you can look and be like, yeah, well, you did. I see it right there.
11:55:34Because sometimes people are dishonest.
11:55:36But this is where you'll see
11:55:37that overarching view of, so you can know what everything does.
11:55:41So that's it in a nutshell.
11:55:43So that is audit logs.
11:55:45So that is agency view.
11:55:47You made it.
11:55:48You did it. Congrats to you.
11:55:50You watched the entire videos.
11:55:52But he was so unbelievably long I hope you got value from it.
11:55:54If you have questions or you have anything on your mind,
11:55:57drop it in the comments down below and I will answer personally.
11:56:00If you want access to the community and all the bonuses I give away,
11:56:03go down below. Click the link.
11:56:05Either do the 30 for trial or upgrade under me so you get access to all of this.
11:56:09What I'm going to do now is I'm going to link a video
11:56:10that's going to show you what you get in my free community.
11:56:13It's absolutely amazing. I think you should watch it.
11:56:15It shows you some proof, some testimonials that this actually works.
11:56:18Please watch out because that is going to help you tremendously.
11:56:21So thank you guys so much for watching this insanely long video.
11:56:24And watch the video that pops up right now.

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