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How I Use Claude + GoHighLevel to Run My Business — Transcript

by Clay Lawrence · 4,188 words · 587 segments · language en · Watch on YouTube

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0:00I run a reputation management business
0:01with hundreds of active clients and
0:03pretty much the same thing needs to
0:05happen every time. We run ads or do
0:07outreach. A lead comes in, we sell them,
0:09we need to set up their account so they
0:10can get reviews and then we do certain
0:12things to make sure we retain them for
0:14as long as possible. And even though the
0:15process is pretty much the same thing
0:17every single time, anyone who's actually
0:19run an agency in practice knows that
0:21things break, things slow down,
0:22customers don't respond, you don't have
0:24everything you need. And that's why I
0:25use Claude and go high level for
0:26different parts. Claude makes sure
0:28nothing slips through the cracks, keeps
0:30everybody on the same page, and inside
0:32of Gohigh Lee is a highle app called Hey
0:34Segment that runs the review request
0:36process. In this video, I'll walk you
0:38through what each tool owns and what I
0:40still check myself. Lastly, the most
0:42important thing is I'll show you the
0:43system that I would build if I was
0:44starting over today. So, here's the
0:46process that we follow pretty much every
0:47single time. First step is to let people
0:50know we exist, right? Let people know
0:51that Review Harvest is a thing. our
0:53business that did over $60,000 last
0:55month. That's the marketing. That's
0:56advertising. Letting people know you
0:58exist. The next thing is you'll get
1:00people to raise their hands and say,
1:00"Hey, I'm interested." Right? Then we've
1:02got a lead, right? And so I'm
1:03responsible for this. Currently, right
1:05now, this is running ads and content for
1:06Review Harvest. But my sales guys
1:08responsible for these. So leads and
1:10sales conversations. So when we get a
1:12lead, we want to nurture them, get them
1:13on a sales call or call them on the
1:15phone. So sometimes they'll book the
1:17next day or you they'll hop on a call.
1:18But we've more and more recently been
1:20closing just on the phone, just calling
1:22them right away when they say they're
1:23interested and trying to get that card
1:25on file to go ahead and create their
1:27account. So basically what we're selling
1:28is very simple. We help them get more
1:30reviews from their existing customers
1:31and that helps them rank at the top of
1:33Google and get more customers. We charge
1:34anywhere from $100 to $300 a month for
1:36it. And we currently have over 800
1:38active businesses we help. So after our
1:39sales guy gets the card on file, then we
1:41have an onboarding call. Currently my
1:42wife manages that. She does all our
1:44onboarding and customer success, but we
1:46just hired a new CSM from there. On that
1:48onboarding call, we will launch the
1:49review reactivation. This review
1:51reactivation is kind of managed by hay
1:52segment, right? But the whole process of
1:54the lead coming in, that's coming in
1:55through high level. The sales
1:56conversation is taking place through our
1:58highle sub account and from there we're
2:00launching the review reactivation in hay
2:01segment inside of their sub account in
2:03high level. The next thing is we have
2:04our basically retention play on how we
2:06keep clients for years and years and
2:08years and we use you know AI and claude
2:09to kind of help us out with that. So
2:11once again first I let people know we
2:12exist doing marketing, doing content,
2:14doing ads. From there, it goes into our
2:16pipeline inside of High Level. So, you
2:18can see here, this is kind of our
2:20pipeline for my sales guy, Phil. First
2:22step, call now attempted in cadence,
2:24meaning that every single day, we're
2:26adding a new manual call action through
2:28the workflow. And I'll show you here in
2:29a second. So, he can just click on play
2:30and it makes all his calls and he's just
2:32there, you know, dialing and answering.
2:33Connected means that he's gotten in
2:34touch with them. He still needs to work
2:36them as leads, warm them up, etc.
2:37Obviously, if they book, they'll show up
2:39here. And then if they don't show up, we
2:41put them in automation through there and
2:42then nurture long-term and then just
2:44some other bad fit and stuff like that.
2:45So our CRM's a little bit messy and our
2:47pipeline's not exactly where we want it
2:48to be right now cuz I'm actually in the
2:50process, you know, comment go highle
2:52claude CLI if you want to see how to set
2:54that up cuz this is basically all of our
2:56automations in like a spaghetti workflow
2:59here. And you can do this with Claude.
3:00High level's typical MCP doesn't work
3:02with this, but through like an add-on
3:04CLI that I found like in GitHub and
3:05watched a YouTube video about, you can
3:07get it to map out like your entire sub
3:09account to see what's happening. And it
3:11can even go in there and fix stuff. But
3:12anyways, so when it comes to Phil's
3:14pipeline, my sales guy, when we get a
3:16new lead, it assigns it to him as a
3:18user, right? And then it adds this
3:19manual call step, right? So it's going
3:21to sit on that manual call step until he
3:23calls them and dials them, right? And
3:24then from there, it has a wait step and
3:26then it goes manual call again and then
3:27manual call again. And just over time
3:29they're in the cadence of calling,
3:30calling, calling, calling, calling,
3:32calling all of these leads five, six,
3:33seven, eight times in the first week.
3:36And then we have a few text messages
3:37that go out. So if you look at our
3:39typical workflow, this doesn't include
3:40the manual calls. Obviously, we notify
3:42ourselves in Slack. We create that
3:43opportunity. And then from there, we
3:45just send out a very basic message. Hey,
3:47this is Phil from Review Harvest with
3:48their name. How are things going for you
3:49today? We've tested a lot of like sexy
3:51stuff, asking a yes or no question,
3:53asking giving them easy answer.
3:55Currently testing, how are things going
3:56for you today? it just seems like less
3:57salesy and more relational. And I don't
3:59know, I don't have much feedback as to
4:01whether it's working well or not. But
4:02from there, we send out emails and they
4:04just get put into like a nurture
4:05sequence where we're sending out a bunch
4:06of emails about, hey, more reviews are
4:08knocking, sending them case studies,
4:10sending them a video to look through and
4:12then more of the same throughout the
4:13next seven to 10 days. And we're
4:14constantly checking to see have they
4:16booked a sales call, have they, you
4:17know, closed and so that's kind of the
4:19next step of the process. If you want
4:21the full Go Highle account setup I'm
4:23using here, feel free to click that link
4:24down below and start a highle trial.
4:26You'll get an extended 30-day trial with
4:28my link instead of the 14-day free trial
4:30or you can upgrade to the next level and
4:32you'll get access to my private paid
4:33community totally for free. So, set that
4:35up after the video. But first, I want to
4:36show you how to set up a client to start
4:38getting them results. So, we scaled from
4:400 to $40,000 a month just selling
4:42reviews. But in the last couple months,
4:44we've added over $20,000 in monthly
4:46revenue by adding on additional services
4:48like websites and local SEO. And the
4:50best way to have plenty opportunities to
4:52upsell clients down the road is to set
4:54them up inside of high level. And so
4:55what you want to do is you want to have
4:56a highle sub account for these people.
4:58So if you go to your agency view of this
5:00new client, you click on create a sub
5:02account, right? And then you can just
5:03create from a blank sub account if
5:04you're using Hey segment because hey
5:06segment is the tool that we use to run
5:07the review reactivation and the review
5:09service we're going to talk about. But
5:10if you decide to not use Hey Segment and
5:12get phone numbers verified every single
5:14time and stuff like that, you can use my
5:16snapshot that's in my community down
5:17below. But go ahead and click on create
5:19snapshot or use a snapshot here. We'll
5:21add a client manually. So we'll just go
5:22ahead and put demoed. So I've just put a
5:26bunch of dummy information in here. But
5:27obviously you'll put your client's
5:28information in and you go and click on
5:30add sub account. If you haven't already
5:31downloaded Hey Segment, you want to go
5:33to the app marketplace on the agency
5:35level of your highle sub account. You
5:37want to search up Hey Segment and then
5:38it'll pop up and you can install it into
5:40all of your sub accounts and all future
5:42sub accounts. It's totally free to
5:43install. You're just going to get a card
5:45on file to create your account. It's not
5:46going to charge anything until you
5:48actually onboard a client, right? And so
5:49once you do install that and it's
5:51installed in the sub account, you'll be
5:52able to go to your client sub account,
5:54click on Hey Segment, and then you'll be
5:55able to see their account right here.
5:57And on the agency level, if you just
5:59refresh after downloading it, you'll see
6:01Hey Segment at the bottom. When you're
6:02looking at Hey Segment through your
6:03agency view, this is where you'll be
6:05able to see all of your clients in one
6:07spot. And so think of like this is the
6:08agency view of Hey Segment as well. And
6:11so before you've onboarded the client,
6:12what you want to do is you want to click
6:14on onboard a business. and you want to
6:15put in their information here. So once
6:17you fill out this onboarding link here,
6:18it's going to send them an email where
6:20they can onboard their Google business
6:21profile and their personalized image
6:23because we send out review requests with
6:24a personalized image. Instead of just a
6:26boring review request, we can send out a
6:28photo of the business owner, the
6:29technician, and we can autopop populate
6:30the customer's name on it, and I'll show
6:32you what that looks like later. But you
6:33can upload a suggested personalized
6:35image. So we'll just use this one here
6:36for now. Click on create the link. I
6:38just uploaded this photo of me for now,
6:39but you can go ahead and click on
6:41upload. And then you'll get that link
6:43emailed to your client. And then you can
6:44also just copy and paste and send them
6:46this link if you need to. But from here,
6:48you can see once you open this up, it'll
6:49be a white labelled login. So they can
6:51just connect their Google business
6:52profile. So they'll log in with a Gmail
6:54that onboards their account. After you
6:56create your Hey Segment account, it's
6:57going to walk you through a couple white
6:58label steps to make sure it's all your
7:00colors, your link, all that sort of
7:02stuff up here. From there, you can just
7:03log in with whatever email it manages
7:05the Google business profile. That's what
7:06your client will be doing. They can do
7:07this from their phone. It's super easy.
7:09Then from there, they can just select
7:10the business that they want to manage.
7:11They can confirm the personalized image
7:13that you already uploaded for them that
7:14you maybe grabbed from their Facebook or
7:16something or they can upload their own.
7:17And then there you can click on finish
7:19setup. So now when you go back to Hey
7:20Segment, you can see that all four of
7:21the onboarding steps are done. You can
7:23click on create a new business from
7:24there and that's when it'll charge you.
7:26So this is already after you sign a
7:27client, maybe got their card on file,
7:28maybe you're offering them a free trial,
7:30and you've already got pretty much
7:31everything you need to get them set up
7:32besides the customer list. That's the
7:34next thing. So from there, when you
7:35click into their actual account, you'll
7:37see I've got some dummy contacts in
7:38here. But the only thing that you need
7:39to get from that business to start the
7:41review activation besides that
7:42onboarding link completed is their
7:44previous customer list. So the first
7:45thing we do is something called a review
7:47reactivation where we slowly reach out
7:48to all their previous customers to get
7:50them anywhere from 10 to 15% of their
7:52previous customer base to leave them a
7:53review. They've got a thousand previous
7:54customers. We can get them a 100red
7:56reviews in the first month or two of
7:57working with us, which is a super great
7:59outcome from them and will make them
8:00love you and they will ask you, "What
8:01else do you do?" So then you can upsell
8:03them other services like websites, AI
8:05agents or what anything else you want to
8:06upsell through high level. Typically
8:08that customer list either lives in
8:10QuickBooks, their Google Sheets, a CRM,
8:12anything digitally that collects that
8:14contact information probably saves it
8:15somewhere. It's just about walking them
8:17through and asking them the right
8:18questions of hey where's all your
8:19customer data saved and then from there
8:21they can click on add contacts or you
8:23can click on add contacts and you can
8:24upload their contacts here through a CSV
8:26file. One of the coolest things about
8:28Hey Segment is that if you don't want to
8:29give them access to the highle sub
8:30account where they get overwhelmed with
8:32like AI agents and maybe websites or
8:34opportunities and all the stuff that
8:35you're not selling them, you actually
8:36have your own white label login. So if
8:38we go to clients.reviewharbs.com,
8:40you can add your clients to this little
8:42dashboard. And from here they'll have a
8:44super clean dashboard where they can add
8:46their own contacts. They can see what
8:47reviews are flowing in. They can see all
8:49their metrics. Obviously this is just a
8:50test account right now. They can adjust
8:51their messaging. They have a bunch of
8:53options in terms of what they can do.
8:54This is that personalized image. You can
8:56see they can change this photo if they
8:57wanted to. They can move where the name
8:59is. They can change the text. All that
9:01sort of stuff. And so you truly can run
9:03it like a review software, but you're
9:04not fully set up yet, right? We've
9:05uploaded the customer list. We set up
9:07pay segment and integrated with the sub
9:09account. Now, from here, you just want
9:10to do a few things. First, you can click
9:11on reviews here. You can click on
9:13settings, and you make sure that
9:14automated review responses are turned
9:16on. You can also add a couple of their
9:17previous review responses as inspiration
9:20if you want to. So, you can kind of
9:21adjust the voice. Next thing you do is
9:22go to messaging. This is important to
9:24note that if you're still in the sub
9:25account view, you're only going to see
9:26certain things that you'd want your end
9:28users like your client to see, right?
9:30But if you go back to the agency view,
9:31you can either pop out and open in the
9:33full app or you can just kind of
9:34navigate through Hey, segment inside of
9:36the agency view and you can see
9:37everything. And so now you can see we're
9:39in the full app here. You've already
9:40turned on review responses. So here's
9:42where you can connect your custom SMS
9:44provider and your custom email provider.
9:46You can easily set up your email sending
9:47domain through high level and you can
9:49just onboard that right up here at the
9:50top. So you don't have to bring a custom
9:51email provider if you don't want to. But
9:53bringing a custom SMS provider will give
9:55you a lot of flexibility. Highle has
9:57that basically locked in constraint that
9:59is you have to get a new phone number in
10:01every single sub account that is
10:03verified under a new brand, a new
10:04campaign. And so that means a lot of
10:06ATPs, a lot of verification headaches.
10:07Bringing your own custom SMS provider
10:09into something like this with Hey
10:10Segment allows you to run it the way
10:12that you want to run it. If you want to
10:13use the same numbers over and over
10:14again, you can. From there, if you click
10:15back to the messaging window, you can
10:17click on destinations. You can choose
10:18whether you want to use your own white
10:20labelled domain in the actual text
10:21messages or you can use kind of our
10:23grreylelabeled ones. You can choose to
10:24send them directly to Google or to a
10:26custom link. You can ask how it went
10:28first or you can take them straight to
10:29the reviews page. If you do decide to
10:31ask them how it went first, that's
10:32basically the review filter page. You
10:34can come here and adjust what that looks
10:36like, what the colors are in this page,
10:38all that sort of stuff here. From there,
10:39you can see the review request messages.
10:41This is where you're able to either use
10:42our smart messaging, which basically
10:44means that we've sent out millions of
10:45review requests. We have really good
10:47data as to what gets a great review
10:48conversion rate by using our smart
10:50messaging. We're going to use
10:51generalized messages that we know will
10:52work well. But if you want to write your
10:54own, you can click here and write your
10:55own messages. Next, you can see the
10:57email template here. We recommend
10:58leaving in plain text. That's what we've
11:00tested. It gets the highest clickthrough
11:01rate and gets the most amount of
11:02reviews. And lastly, you can see the
11:04delivery settings. These are kind of the
11:05nuts and bolts of when messages get sent
11:07out and why. And so, you can choose
11:08whether to send text and emails. You can
11:10choose how long you want to wait to send
11:12a review request after we get the
11:13contact either from the high level sub
11:15account that it's integrated into or
11:16from a Zapier integration where you're
11:18sending contacts into Hey Segment
11:20through Zapier. From there, you can
11:21choose the time zone and when you want
11:22to send out review requests, messaging
11:24cadence is how long we wait in between
11:26review request follow-ups. And then
11:27sending limits. So if you want to limit
11:29it to only like 10 review reactivation
11:32contacts per day, meaning if you upload
11:33a CSV file or you do a bulk import from
11:35the highle sub account into the hey
11:38segment account, those are both
11:39considered reactivation contacts. And if
11:41you have a business that has only gotten
11:4210 reviews in the last year, you might
11:44not want to get them 10 reviews within
11:46the first day because those reviews will
11:47look a little bit out of the ordinary to
11:48Google and they would be less likely to
11:50stick. And so you could kind of turn
11:51down how many review requests are
11:53allowed to be sent out per day and
11:54adjust those on each level. the normal
11:57contacts that are just coming through
11:58daily from new completed jobs or new
11:59customers and then kind of those
12:01reactivation messages. Allow
12:02re-engagement is basically saying, do
12:03you want somebody to be able to be
12:05requested to leave a review again if
12:07they've already been added to the review
12:08request process and didn't leave a
12:09review? And so then you see personalized
12:11image turned on or off. That's the last
12:13thing here as well. You can just see you
12:14can adjust this personalized image in
12:16here if you'd like to. And the last
12:17thing just to kind of get this live is
12:19to figure out what contacts you want to
12:21pull through from the highle sub
12:22account. So if you have hey segment
12:23linked to this highle sub account
12:25because you're probably going to do lead
12:26follow-up for them. You might build them
12:27a website a funnel. You might do
12:29pipelines and Facebook ads for them or
12:30whatever and you want to keep it on and
12:32high level. That's amazing. I'd
12:33recommend that. But you want to choose
12:35what contacts go from highle sub account
12:37into hey segment to actually get that
12:38review request. That's where you can
12:40adjust this right here. What contacts
12:41sync automatically. You can choose what
12:43specific tags when added to a contact
12:45send them into hey segment to leave a
12:47review. And then if you need to import
12:49all the contacts that are already inside
12:51of that highle sub account, you can
12:52click on import contacts and then you
12:54can run it a couple different ways where
12:56you can do only contacts with certain
12:57tags or you can choose every single
12:59contact. You get to choose the tag here.
13:00You can choose who you you want to
13:02ignore and never message. And then you
13:04can choose whether to bring them in
13:05quietly where we don't send any review
13:06requests or whether you want to go ahead
13:07and start asking for reviews and then
13:09from there you can continue and you can
13:11start the import. So that's a little bit
13:12about how to get the actually nuts and
13:14bolts of setting up the review requests.
13:16But like I said, if you've run an
13:17agency, you know that things get stuck,
13:19clients don't respond, you don't get the
13:21things that you need. So, how do we run
13:22this whole entire business without
13:24things slipping through the cracks? So,
13:25that's where AI and Claude come in. And
13:27I'm saying Claude in parenthesis cuz I
13:29actually use a tool called Victor, but
13:30through Victor, we're using Claude's
13:32models. If you don't know what Victor
13:33is, feel free to check out the other
13:34videos on my channel about Victor. But
13:36it's just like using Claude, but it
13:38plugs directly into our Slack and has
13:39full context on all of our apps. I know
13:41that Claude and Claude co-working do a
13:43lot of the same things, but Victor is
13:44just so easy to set up for someone
13:46that's not super technical like me. It's
13:48the one that I've stuck with. Victor has
13:49access into every single one of our
13:51tools. It has access into our client
13:53databases where it can see where they're
13:54at in the onboarding process. It has
13:55access to our highle sub accounts. It
13:57has access to our Zoom calls, our
13:58emails, our phone calls. It has access
14:00to everything. So, every day, Victor is
14:02running daily checks and daily
14:03follow-ups saying, "Hey, this is
14:05something that a client hasn't gotten
14:06you yet. This is something you're still
14:07waiting on from this person." But every
14:09single week, Victor runs 55 scheduled
14:11workflows. You can see you can see some
14:13examples of what it does. So for client
14:14delivery, you can see onboarding nudge,
14:16right? When a client onboards, we don't
14:18get the assets we need from them. Victor
14:19is automatically sending them a nudge.
14:21For customer support, every single day,
14:23it's going through all of our support
14:24requests via email and our intercom
14:26support process and helping draft
14:28responses to those. In terms of our
14:29retention playbook, we invite them to a
14:31podcast, we send them a greeting card,
14:33and we send them brownies after we've
14:34gotten them 25 reviews. And so Victor
14:36manages all of that. He's got access to
14:38our high level sub accounts. He can see
14:39customer communication. He can see where
14:41they're at in the onboarding journey. He
14:43can see when they've gotten reviews
14:44because he has our client database. And
14:45so he's managing all of that, making
14:47sure that none of the stuff slips
14:48through the cracks. So mainly right now,
14:50I'm using AI for very flexible
14:52workflows. Right? Right now there's
14:54still so much use for very basic kind of
14:56old school workflows that are if this
14:58happens then that. And you know, if this
15:00triggers these sequence of steps need to
15:02go afterwards, and those are still
15:03great, but there's certain spots in the
15:05business where you have clients that
15:06don't respond, where you have clients
15:08that don't give you the onboarding
15:09information you need, where you have
15:10clients whose card payment fails, where
15:12you need very dynamic workflows that can
15:13check context from a bunch of other
15:15tools before taking any action. And
15:17that's where I see AI and Claude and AI
15:20agents and all that stuff really helping
15:21our business right now. If you want to
15:22see the reputation management side in
15:24more detail, feel free to check out this
15:25next video where I talk about how I make
15:27over $60,000 a month just helping local
15:29business owners get reviews. I show you
15:31how we get clients attention and
15:32actually sell them. Show you the offer
15:33and how we set them up and how all those
15:35real pieces fit inside of Hey Segment
15:37and High Level. Check it out right here.

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Use the transcript to take notes, quote the speaker, build a study guide, generate a summary with ChatGPT or Claude via the YouTube Summary tool, or export it as a timed subtitle file with YouTube to SRT. You can also re-open it in the transcriber to choose a caption track available on the video.

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YouTube2Text is a free YouTube transcript generator — no signup, no daily limit. Paste any YouTube link and get the full transcript instantly, with timestamps, click-to-jump, caption language selection, AI prompts for ChatGPT, Claude, and Gemini, and exports to TXT, SRT, VTT, or Markdown.