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How to Onboard a GoHighLevel Reputation Management Client (Step-by-step) — Transcript

by Clay Lawrence · 10,806 words · 1,503 segments · language en · Watch on YouTube

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0:00Today, I'm going to show you exactly how
0:01to onboard clients onto HighLevel for
0:03reputation management services. This is
0:05the exact checklist we're going to go
0:06through, the pre-call, on-call, and
0:08post-call checklist. Make sure you're
0:09not missing anything throughout every
0:10step of the process. My business, Review
0:12Harvest, did a little bit over $54,000
0:14in the last 4 weeks. You can see the
0:15hover animation. This is legit. Take a
0:17look at our website. This is actually
0:19what I do. We have 256 reviews, so you
0:21know that this is not somebody just
0:22telling you, "Oh, here's how you could
0:23potentially maybe do it." This is
0:25actually somebody that does this, who's
0:26in the trenches every single day. If you
0:27have no idea what we're talking about,
0:29basically, you can use this software
0:30called HighLevel. You can white label
0:31it, put your own logo on it. They're
0:33literally a billion-dollar company with
0:35massive team of developers building out
0:36this incredible software. We can just
0:38put our logo on it, sell it to local
0:39business owners, and collect $100 to
0:41$300 per month just to set up one simple
0:43automation that help them get more
0:44reviews. And if that sounds a little bit
0:46confusing and crazy, you'll see it's not
0:47that bad. I've got plenty other videos
0:49on my channels about it. But, the reason
0:50why business owners will pay $100 to
0:52$300 a month is because if you search up
0:54any sort of service in any sort of area,
0:56you'll get the sponsored listings right
0:57here. This is paid real estate, baby.
0:58These people are paying 10, 20, 50, 100
1:01dollars per call sometimes, depending on
1:02the industry and the area. But, then you
1:04have the local map pack. So, these three
1:06businesses up here at the top, this is
1:08the my spot. They're not paying for the
1:09calls, they're not paying for the
1:10clicks. They get 60 to 80% of the
1:12traffic, sometimes more, and these
1:13clicks and these calls to their Google
1:15Business Profile are totally for free.
1:16And it's really hard to rank up here if
1:18you don't have great Google reviews. You
1:19can see some of the highest reviewed
1:21businesses in this area are ranking here
1:23at the top on Google. Whereas, these
1:24other lower reviewed businesses are
1:26having to pay Google every single month
1:28thousands of dollars to show up here at
1:29the top. of businesses would much rather
1:31pay us $100 to $300 a month so we can
1:33help them rank at the very top of Google
1:34instead of having to pay thousands of
1:36dollars to Google Ads. So, here's the
1:37exact process we're going to go through
1:38to set a client up on HighLevel. If you
1:40don't have HighLevel yet, you can sign
1:41up with my link down below in the
1:42description. You'll get a 30-day trial.
1:44You'll also get the snapshot that we're
1:45walking through in this video. So, the
1:46snapshot makes it really easy to set up.
1:48You just copy and paste one little link
1:50into your own account, and then we'll
1:51just go ahead and fill out values, and
1:52then people will start getting reviews.
1:54I broke it down into three sections, the
1:55pre-call, the on-call, and the post-call
1:57checklist. want you to get lost anywhere
1:59in the process here, and so I also
2:01linked to other videos that go into more
2:02depth on certain pieces. That way this
2:04video doesn't become an hour long. So,
2:05the very first step is to create a
2:07sub-account. So, if you've never used
2:08HighLevel before, it's important to know
2:09that you basically have your agency
2:10view, which is where you can view all
2:12your sub-accounts, and then all your
2:14clients, and including even your own
2:15business sub-account, will go into
2:17sub-accounts. To do that, you'll just go
2:19to HighLevel. You can see I have white
2:20labeled it with my logo on it. You click
2:22on sub-accounts. You click on create a
2:24sub-account. From there, you will use an
2:25imported snapshot. If you sign up with
2:27my link, you'll get an extended trial,
2:28you'll get the snapshot. You'll use the
2:29snapshot link that I gave you. But, from
2:31here, we're just going to click on my
2:32snapshots. We'll click on this Google
2:34Reviews snapshot. So, now you have the
2:35option to either search up a client on
2:37Google Maps, or you can add their
2:38information manually. We're kind of
2:39assuming right now that you already have
2:41an onboarding call booked, or somebody's
2:42interested, and these are the steps that
2:43you can go through. Quick side note is
2:45that I do recommend turning sales calls
2:47into onboarding calls if you can. So,
2:49one option you have as well is to go
2:51ahead and create sub-accounts that are
2:52ready to go, maybe even with a verified
2:53phone number. And then you'll actually
2:55do this process of adding the client as
2:56a user on the call. All right. So, I'm
2:58just going to add manually here. We're
2:59putting some information. So, once
3:01you've filled out all the information
3:02here, you can go ahead and click on add
3:04sub-account. You'll see it it'll ask
3:06you, "Is this your client's account, or
3:07is this your own account?" So, your own
3:09account, this would be for your own
3:10agency. If you just got started with
3:11HighLevel, you want to have your own
3:13sub-account for your agency so that you
3:14can have a place for all your contacts,
3:16your website, all that sort of fun
3:18stuff. But, this is going to be for a
3:19client's account, and so we're going to
3:20add the sub-account. So, now we want to
3:21go ahead and click on switch to
3:22sub-account, and now it's going to put
3:24us into that client sub-account. So, now
3:26all the edits we're making are just kind
3:28of on this client's sub-account level.
3:29So, the very first thing we want to do
3:31so that our client can connect their
3:33Google Business Profile and connect
3:34their social media and posts and stuff
3:36like that on an onboarding call, whether
3:38that's on Zoom or in person, whichever
3:39route you decide to go, the very first
3:41thing you need to do is you want to go
3:43ahead and add them as a user. So, we're
3:45going to click on settings down here at
3:46the bottom, and then what we want to do
3:47is we're going to click on my staff
3:49right here. And then from there, we want
3:50to click on add user. And so, this is
3:52where you'll add their information, and
3:53you can choose to add their phone number
3:54as well. You don't have to. And then
3:56click on advanced settings here. This is
3:57where you can set their password for
3:59them. So, you can choose whatever sort
4:01of password that you want to set for
4:02them, or you can just leave it blank. If
4:03you leave it blank, it'll send them an
4:05email for them to set their password. If
4:06you set it for them, it's normally it
4:07will still make them reset their
4:08password anyways the first time. And so,
4:10now we can choose their roles and
4:11permissions. And so, this is totally up
4:13to you in terms of what you're trying to
4:14sell and what you want to sell moving
4:16forward in the future. I prefer to hide
4:18as much stuff as possible. So, I don't
4:19want them to see anything about AI
4:20agents. We're just helping them get more
4:22reviews, repurpose reviews, respond to
4:24reviews, and do all that fun stuff. Just
4:26helping them rank higher on Google.
4:27We're not going to sell them all the
4:28other stuff yet, right? We want to get
4:30them in the door first, let them trust
4:31us, not overwhelm them, and then we can
4:33talk about upselling all these other
4:34things. You can turn off audit logs.
4:36Leave account settings on so they can
4:38add other users. You can turn off
4:39account tools. You can turn off
4:41automation for them. That way they can't
4:43see the workflows and stuff like that.
4:44Turn off blogs. Turn off calendars. Once
4:46again, we're not selling a full CRM
4:48solution, right? We're literally just
4:50helping local business owners get
4:51reviews for $100 to $300 a month. And
4:53that's how we built up over $50,000 in
4:55recurring revenue just by selling this
4:57one service, being pretty focused. And
4:58now we also offer the upsell. That's
5:00something we've done recently. We're
5:01helping them rank higher on Google with
5:02other services. We didn't add that on
5:04until $40,000 in MRR. So, just stay
5:06focused with me here. We're make sure
5:07that when they log in to HighLevel,
5:09they're not overwhelmed with all the
5:10things in here. So, turn off
5:11certificates, communities, turn off
5:13that. Keep on contacts. I like to turn
5:15off conversations. If the client sees
5:17somebody say unsubscribe or stops the
5:19messaging stuff, that's going to mess
5:21with their psyche. We just want them to
5:22stay focused on like, "Hey, we're
5:23helping you get more reviews." The fact
5:25of the matter is people are going to
5:26unsubscribe, but 99 times out of 100, if
5:29you tell a local business we can get
5:30them 100 reviews, but 20 people
5:32unsubscribe, they would take the good
5:34with the bad there. They give you a list
5:36of 1,000 customers, and we do something
5:37called a review reactivation, they're
5:39more than willing to do that all the
5:40time. We're going to turn off forms.
5:42They don't really need that. We can turn
5:43off funnels. They don't need that. We
5:45can turn off Go Clap. We can turn off
5:46integrations. Actually, let's leave on
5:48integrations that way they can connect
5:49their Google Business Profile there.
5:50Leave on launchpad. Let's leave on the
5:52manage billing details here. Leave on
5:54marketing, but we can take off some of
5:56these other things. Like prospecting,
5:57like ad manager, affiliate manager. We
5:59want to definitely leave on social
6:01planner. We can leave on media so they
6:02can upload files. We want to turn off
6:05memberships. Turn off opportunities.
6:07Turn off orders. Turn off payments. Turn
6:09off QR codes. You could leave QR codes
6:11on about Google Business Profile for the
6:13review QR code, but that's actually
6:15something separate. That's going to be
6:16under reputation. Turn off quizzes.
6:18Dashboard, you can leave dashboard on.
6:20This is just a lot of additional stuff
6:22in here that they're not going to be
6:23valuable to them because we're just
6:24helping them get reviews. You can let
6:25them manage the review AI agents, or you
6:27can turn that off just to suspend their
6:28disbelief there and just say we're
6:29responding to your reviews. Obviously,
6:31it's AI. If they ask you, you should
6:32tell them. You don't let them manage
6:33your stuff. It makes it a little bit
6:34more valuable when you emphasize the
6:35service over the software. Turn off
6:37surveys. Allow them to add users. Turn
6:40off WordPress. That is kind of the
6:41permission set there. You want to make
6:43sure you do not restrict data visibility
6:45to only assign data. That means that
6:46every single contact would have to be
6:47assigned to them, which would be a
6:48headache. You can go back through there
6:49and make sure you did it right. Through
6:51there, you're good to go. Let's go back
6:52to user info. Email already exists. So,
6:54you can see it just means that I've
6:55already added this user at the team
6:57setting, so I can't add them at the
6:59individual client setting. I have to do
7:00it back at the agency view. But, you
7:01don't have to worry about that. When
7:02you're adding your client, it'll work
7:04totally fine. That is the second step.
7:05So, now that we have created a
7:07sub-account, and we've also added client
7:09as a user with limited permissions, now
7:10we want to start going through the
7:11on-call checklist. So, now we're on an
7:14onboarding call with them. We're going
7:15to start getting them set up. So, from
7:16now on, let's imagine that I'm them and
7:18I'm controlling their own computer.
7:20They're going to click on launchpad
7:21right here. And they're going to click
7:22on connect Google Business Profile. Then
7:25it's going to pull up an option to
7:26choose what email manages their Google
7:28Business Profile. This might take a
7:29couple of times for them to really
7:30figure it out, but whatever email they
7:33used to set up their Google Business
7:34Profile is the one that manages it. So,
7:36they can either add you as a user so
7:37that you can do that later, or they can
7:39just connect it through here. Click on
7:40email. Continue. Give them access to
7:42Lead Connector. It's the gray labeled
7:44version of HighLevel's like connector.
7:46HighLevel has to connect to Google's
7:47API, and so they do that through Lead
7:49Connector, which is like a gray labeled
7:50version, so all of our clients don't
7:51know what HighLevel is. And so,
7:53sometimes it's buggy. It takes a second
7:55to load, and sometimes it works right
7:57away. But, there's supposed to be a
7:58little pop-up that pops up and says
8:00select your Google Business Profile from
8:01here. So, now from here, what you want
8:03to do is you want to select a page. All
8:05the pages that they manage will pop up
8:06here. But, just go ahead and click the
8:08checkbox next to select pages. You want
8:10to leave call tracking off most likely.
8:12What call tracking does is it changes
8:14their phone number on their Google
8:15Business Profile to the phone number
8:17that is in the sub-account. If you
8:19purchase a phone number through the
8:20sub-account, you turn on call tracking,
8:21it's going to flip those so you can
8:23track all the calls that you're getting
8:24through Google Business Profile. You can
8:25do miss call text back. You can do all
8:27that sort of stuff. And so, go ahead and
8:28click on connect and confirm, and then
8:30it will slowly get connected. And to
8:32just confirm that it's connected, you
8:33can go to reputation. You can go to
8:36settings here. You can click on review
8:37link. You should be able to see the
8:38review link right here. If that review
8:40link pops up, that means that you're
8:41connected and you're good to go. So, the
8:42next thing we want to do is get access
8:44to their client list. This is a place
8:45where all their clients' names, emails,
8:47and phone numbers are saved. This is
8:49normally in their CRM, their booking
8:50system, QuickBooks, etc. And so, the
8:52good news is that if it's in QuickBooks
8:54or something like that, you can click on
8:55settings. You can click on integrations.
8:57And you can actually just go and connect
8:58QuickBooks, and that'll pull all the
8:59contacts in easy peasy. Another hack is
9:02that you can use something called CRM
9:03Connector. Actually, the guys that built
9:05this were in my community. They were my
9:06affiliates. And basically, what they
9:08have over 40 integrations where you can
9:09pull contacts in without ever leaving
9:12HighLevel. You don't have to go to
9:13Zapier to create a CRM integration. And
9:14all this is is a HighLevel marketplace
9:16app where basically, you can download
9:17it, put it into all your sub-accounts.
9:19And then from there, your client will be
9:21able to choose what CRM they use. So,
9:23you can select the system. So, it's
9:24really cool. You can see here's an
9:25account with no contacts. If we go down
9:27to the little integration, their CRM
9:29Connector, you'll be able to install
9:31this onto each sub-account at the agency
9:33level. Then your client will just click
9:34on the CRM connection side panel. Go
9:36here, they'll choose the system they
9:38use. So, they have 40 different tools
9:39they integrate with. After they choose
9:41it, they can sync the data, and they can
9:42choose how far back they want to go to
9:44sync the data. And so, if we just click
9:46through here, they'll paste in their API
9:48key, or they'll log in with whatever CRM
9:49they used, whether it's Square, or
9:51whatever it is. And then from there,
9:53it's successfully integrated. It's going
9:54to constantly be pulling new clients
9:56with a certain tag so we can do things
9:57off that. And then from there, you can
9:59see now all the contacts have come into
10:01the system, and that was just through a
10:02simple integration. And the great news
10:04is is that that also works for future,
10:06so that now we can get all their new
10:07clients and send them review requests as
10:09well. So, it's totally automated. Our
10:11clients don't have to worry about
10:12manually uploading data. But, a lot of
10:13times they have 40 integrations right
10:15now. When you sign up, use the code clay
10:17to get 5% off or something. I'm not too
10:18sure. But, there's still going to be a
10:19lot of cases where they don't use a tool
10:21that is already integrated into CRM
10:22connector. So, you're going to have to
10:23upload a CSV file. So, all you do to do
10:25that is you just go to contacts right
10:26here, click on import, click on next.
10:29You want to go ahead and drag a file in.
10:30So, you're going to create and update
10:32contacts, click on next. And you just
10:34want to map the columns. This is the
10:35first name, so we make sure that's
10:36mapped to the first name. We want to
10:38make sure the last name is mapped to the
10:40last name. Make sure the phone number is
10:41matched to the phone number. This is
10:43just a preview of what the spreadsheet
10:44actually looks like that you uploaded.
10:46And the emails matched to the email. And
10:47this has to be in a CSV file format. If
10:49it's not on the call, normally we just
10:51get them to email it to us and we'll
10:53change it to a CSV file for them cuz a
10:54lot people don't know how to do that.
10:55Best practice, I always love to create a
10:57smart list for new contacts. That way we
10:59can easily sort through what contacts
11:01were uploaded then if you're
11:02consistently adding new CSV files
11:03because maybe you don't have an
11:05integration into their CRM that can
11:07automatically pull all their their
11:08customers in. For now, we don't want to
11:10add them into any workflows and we don't
11:11want to add any contacts. We just want
11:13to go ahead and agree to this consent
11:14checkbox here and start the bulk import.
11:16And this will slowly start adding
11:17contacts to the contact section. To
11:19check and see the status of it, click on
11:21bulk actions, and then you can see the
11:22statistics here to see what percentage
11:25of them were uploaded. You can see these
11:26all aired out because they're all fake
11:29contact information. Now I have access
11:30to their client list, whether they've
11:31emailed it to you or whether you've
11:33already uploaded it to their
11:34sub-account. The next you want to do is
11:35you want to verify the photo we're going
11:37to use for the personalized image. So,
11:39what that is is that we send out
11:40personalized images for every review
11:42request. So, instead of just sending out
11:43a boring text message, we can send out
11:45personalized images that look like this
11:47and this where we auto-populate the
11:49customer's name on an image and we text
11:51it to them. This helps them get a higher
11:52review conversion rate. This is a sexy
11:54thing to sell. It differentiates us from
11:56all the other review softwares out
11:58there. And we just want to make sure we
11:59clarify the photo. So, used to we'd ask
12:01them to go take a team photo and that
12:02took forever cuz they never get us a
12:04photo and we weren't able to get them
12:05more reviews and it was a nightmare. So,
12:06what we started doing instead is we just
12:08started grabbing a photo off their
12:09website or Facebook. So, let's go ahead
12:10and do this for let's say this amazing
12:12maid company. Let's go here. Let's see
12:14if we can find a great photo that would
12:15look work for a personalized image.
12:16We're looking for three things. We're
12:17looking for facial recognition, meaning
12:19a face your customer recognize, branding
12:21recognition, meaning a brand, a logo, a
12:23color that your client would recognize,
12:25or service recognition, meaning you're
12:27doing a service in the photo or clearly
12:29in the photo there is some sort of
12:30service being performed, and that's
12:32something they'd recognize. And so, we
12:33would just probably go to like their
12:34Facebook page. Let's see if we can find
12:36any sort of team photos or anything like
12:38that. Cleaning companies are honestly
12:39the worst. A lot of times they're drop
12:41servicing, so they're not actually doing
12:43the cleaning themselves. They don't
12:44really have good team environment, so
12:45they might not have good personalized
12:47photos. You could use their logo. You
12:49really don't want to use a stock photo
12:50in this instance. It has no kind of
12:52tooth to it. So, you can see with this
12:53MaidPro here, this is actually a good
12:55example. They might have a face they
12:56recognize. They obviously are performing
12:58some sort of cleaning and like setting
12:59up the towels and you can see their logo
13:01is there. And so, this is pretty solid
13:03one. We can see if we have any better
13:04ones on their Facebook. We want to try
13:06to grab one that doesn't already have
13:07branding and stuff on it. We can always
13:09crop it out. Let me open this image in a
13:10new tab. Let's see. Yeah, we could do
13:12this. Save image as. All right, perfect.
13:14You can see it it can't be a webP. It
13:16needs to be either a JPEG or something
13:18like that. And now we'll take this to a
13:20site called Nifty Images. And so, one
13:22cool way to sell it is that you can make
13:23it look really real by putting the name
13:25on an iPad or putting the name on some
13:27sort of screens, it looks super hyper
13:29personalized. But, when you do that,
13:30it's going to take them a lot longer to
13:31get that photo to you. So, you want to
13:33go ahead and agree on a photo right away
13:34just off their website or some Facebook.
13:36But, you can tell them they can send you
13:37a photo like this later and you can use
13:39that. You can see it auto-populate name
13:41Clay right here on the screen. All
13:42right, the next thing you want to do is
13:43do a CRM integration. This is what we
13:45talked about with CRM connector.
13:46Basically, all it is is finding out
13:48where their contact information lives
13:50and creating some sort of automation to
13:51automatically put that in the client
13:53sub-account. So, you have CRM connector
13:55and you have Zapier. I have two videos
13:57linked here. Feel free to join the free
13:58community down below. Even if you can't
14:00be my high-level affiliate, it's all
14:01good. Join the free community. I'll drop
14:03this resource in the free community, so
14:04everybody can have access to it. But,
14:05you want to get connected to their CRM.
14:07I have these top four things at the very
14:09top because these are the things that
14:10you need to go ahead and do the review
14:12reactivation. The review reactivation is
14:14the most magical thing we do for people.
14:16We get to use this software that is
14:18incredibly cheap because it has
14:19unlimited sub-accounts that can send
14:20texts and emails automatically and has
14:22all these fancy workflows that do all
14:23these crazy stuff. And we can talk to
14:24the business owners that you've got a
14:26thousand previous customers which you
14:27only have 50 reviews, and we can get
14:28them to put those thousand customers
14:30into this software that we just get to
14:31pay monthly for, and then this software
14:33will automatically get them 100, 200
14:35reviews as long as you set it up
14:36properly, and that is the
14:38That is the magic moment. If you can get
14:40them all those reviews that they've
14:42already earned but haven't gotten on
14:43Google yet, it's basically found money
14:45cuz they're like finding a $20 bill in
14:47their pocket that they left there
14:48forever ago but they didn't actually
14:49know was there. Same thing with getting
14:51these reviews from all their old
14:52customers that they thought would leave
14:53a review but never did. So, this is the
14:55magic. They will absolutely love you.
14:57After you do this review reactivation,
14:58they will ask what else do you do. They
15:00will give you more time cuz you want to
15:01get these four things done no matter
15:03what. There's still a few other things
15:04that we need to do to really complete
15:06the onboarding, make the client more
15:07sticky, and repurpose and repost these
15:09reviews for them. But, we do not want to
15:11waste any time on those if we can't set
15:13up the review reactivation. As soon as
15:14you set up the review reactivation, now
15:16you'll be able to get the client a lot
15:18of reviews as long as you have those
15:19four things, and then they'll give you
15:20the time of day for another call if
15:22needed because they see all the results
15:23that you're getting. Trust me, I've
15:24onboarded over a thousand people, so
15:26I've put some thought into this. Next on
15:28the list, you want to ask them if we
15:29should respond to all of your reviews or
15:31just your four and five-star reviews.
15:33And so, basically after you ask them
15:34that, they can either do it or you can
15:36do it after the call. I'd probably do it
15:37after the call to kind of leave some
15:38magic to it, make it look maybe a little
15:40bit more difficult than it actually is.
15:41Cuz remember, emphasize the software,
15:43they expect to pay less. Emphasize the
15:44service, they expect to pay more. But,
15:46click on settings here, click on reviews
15:48AI, you can see you can turn on auto
15:50responses. Just get them turned on. You
15:52do not need the AI employee plan. It's
15:54only a couple cents per review response,
15:55and so it just rebills you at that rate.
15:57But, in here you can go ahead and create
15:59agents. So, let's do Claire Flare.
16:01Claire Flare should only respond to
16:02three-star reviews and above, or if they
16:04want us to respond to all reviews, she
16:05can. You can have separate agents for
16:08certain review responses, and then you
16:09can just save that. That way the reviews
16:11are automatically responded to. But, you
16:13want to ask, "Hey, you cool if you
16:14respond to four and five stars or do you
16:16want us to respond to all?" Cuz that's
16:17going to differ per client. Next, we
16:19want to get them to connect their social
16:20media accounts. So, I think that the
16:23review widgets feature is a little bit
16:24more sticky. The problem is that's a lot
16:26more of a rabbit hole. It can take a lot
16:28longer on our onboarding call. Normally,
16:29the social media accounts, sometimes
16:31they forget their Facebook password, but
16:32normally the social media accounts are a
16:33lot quicker. And once we do that, we can
16:35post these five-star reviews onto their
16:37story and onto their Facebook. And so,
16:39we're going to get them to click on
16:40marketing right here. Then we want to
16:42get them to click on social planner, and
16:44then they should just connect their
16:44Facebook. So, click on connect Facebook.
16:46You want to make sure they continue
16:47through their personal page. So, you can
16:49see this is my personal page here.
16:50They're supposed to continue through
16:52their personal page. Mine looks
16:53different cuz I've connected it before.
16:54Continue to their personal page, and
16:56then they'll add their business page
16:57later. And normally, the Instagram will
16:59come through as well automatically if
17:01the Facebook and Instagram are linked.
17:02If they're not linked, then you can do a
17:04direct integration with Instagram now.
17:06But, yeah, same process there. Click
17:07select, they'll be able to add their
17:08business page. You can also get them to
17:10connect their Google Business Profile
17:11here as well. This is a different sort
17:13of access. We have to get posting access
17:15so we can create posts on their Google
17:16Business Profile. So, you have to get
17:17them to connect it again, which is a
17:19little bit annoying. And you get them to
17:20connect any of these other tools here.
17:21So, after you connect social media
17:22accounts, you can refresh, and then
17:24you'll see this sort of page. If you
17:25ever need to add new social media
17:26accounts, you can do that right there.
17:28But, just click on new post and click on
17:29post reviews. That's how we'll start
17:31posting those reviews, but we'll save
17:32that till after the call. Let's finish
17:33the call first, right? We're still on
17:35the call. Get them connected to the
17:36social media accounts. Now I want to try
17:38to embed their reviews onto their site.
17:39So, this is a sticky feature. I can't
17:41tell you how many times that people have
17:42been like, "What happens if I cancel?
17:44What happens to the widgets on my site?
17:45Are they going to go away? Are you going
17:46to get rid of those?" And they keep
17:48paying and they keep staying on because
17:49they like the widgets on the site. All
17:50right, so make sure you click on
17:51reputation right here, and then click on
17:53widgets. From there, you have options to
17:55create all these different style
17:56widgets. So, kind of the default one is
17:58just this normal grid. Horizontal, it's
18:00got eight reviews across. But, you can
18:01see we can edit this widget and have a
18:02few other styles to choose from. So, one
18:04a lot of people like is this flash one,
18:06so it pops up in the bottom corner of
18:07their site. People can see the reviews.
18:09That way, no matter where they are on
18:11the page, it's showing social proof. You
18:13have the list one where it'll show all
18:14your reviews in a list. Masonry is a
18:16little bit less rigid. You kind of looks
18:17a little bit more natural. From here,
18:19you can choose whether you want all
18:21Google reviews to be shown, whether you
18:22want to choose like Facebook reviews to
18:24be shown here as well. If you want to
18:25have a max number of reviews. Also,
18:27you'll get some free marketing. You can
18:28see it says powered by Review Harvest
18:30here. You click on that, it's going to
18:31go to the Review Harvest link. So,
18:33that's going to be whatever your agency
18:34link is. And so, it's just powered by,
18:36you can turn that off or on. It's some
18:37free marketing, so you might as well
18:38leave it on. You also have some other
18:40options where you can adjust the titles,
18:41see whether it shows the rating or the
18:43total amount of reviews or not. You can
18:45turn off AI summary or not if you like
18:47want it or don't want it. You can see
18:49you can turn that off right there, so it
18:50just shows reviews. It removes the AI
18:51summary. And then you can just save
18:53that. You can title it if you want to.
18:54And then you can just copy this widget
18:56code right here. And then embedding that
18:58on a website is as simple as just
19:00grabbing HTML embed or code embed,
19:02wherever you want to put it on the site,
19:04paste it in, and you're good to go. The
19:05only tricky part with that is that a lot
19:07of times they might not be very
19:08comfortable in their website builder,
19:09and so you might have to kind of walk
19:10them through it. And you can always just
19:11Google search it. Nine times out of 10,
19:13it's really easy. Now that we've done
19:14that, the last thing is just to send
19:15them the payment link in Stripe to do a
19:17recurring charge. So, if you don't know
19:18how to do that, go to Stripe, create a
19:20recurring product, click on create
19:22payment link, send that link to them, or
19:24put their card in details in yourself
19:25later. And just get them to give you
19:27your card information. If we're doing
19:28sales call directly to onboarding call,
19:30so basically somebody's interested in
19:32reviews, we talk to them, we say,
19:33"Here's how it works. We're going to do
19:34review reactivation. We're going to plug
19:35into your system. We're going to respond
19:37to your reviews. We're going to repost
19:38them. We're going to repurpose them on
19:39your website. You're going to rank
19:40higher in Google. More people going to
19:41find you." All that great stuff. It's
19:42this amount of price. They say, "Great."
19:44Let's say, "Hey, do you have 20 minutes
19:45where we can set up right now?" You walk
19:46through this. Now, when you get to
19:47actually asking for the card, they have
19:49this sunken cost fallacy of they've
19:51spent 30, 40 minutes at this point with
19:53you, maybe a little bit more, and
19:55they're like, "Oh, well, all I have to
19:56do to activate the free trial is put my
19:58card on file for a 10-day free trial,
19:59and then it's 200 bucks a month. Fine,
20:01let's do it." And so, I've never gotten
20:03a no that way, ever, when I ask to put
20:04the card on file after onboarding
20:06people. But, if that scares you and
20:07concerns you, not a big deal. You can
20:09just do two separate calls. You can do a
20:10sales call where you get the trial
20:12started, and you get the payment on that
20:13first call, and then you can do a
20:14separate onboarding call. And all you
20:15would change is just this little thing
20:17right here. Lastly, to the post-call
20:18checklist. So, things you do after the
20:20call to make sure everything's set up
20:21working properly. So, obviously, we need
20:23to get A2P verified, or you need to
20:24figure out some sort of way to send out
20:26text messages. In the past, I've talked
20:28about how we have verified phone numbers
20:30under our own business information, and
20:32we have sub-accounts that are ready to
20:33go. There's lots of options, or you can
20:34just get directly A2P verified within a
20:37sub-account. So, you can do it after you
20:39get started with the client. You can
20:40find their EIN number and all that sort
20:42of stuff on Google. You can get them
20:44verified in hopefully 3 to 4 days, and
20:46then you can launch the review
20:47activation from there. Or you have
20:48options like My CRM and in the Master
20:50Sending Account, which I've made videos
20:52on both of those. And so, here's two
20:53videos here. Once again, these will be
20:55linked in the free community, so you can
20:56go and watch these free videos on
20:58YouTube, kind of get an idea what your
20:59options are there for the phone numbers.
21:01Next thing you want to do is you want to
21:02fill out the custom values. So, this is
21:04really where the snapshot comes into
21:05play, because we have all the
21:06automations built out for you. So,
21:08instead of having to like go run and
21:09change a bunch of random values in
21:11random places, we just have to have them
21:12in custom values, and it's easy peasy.
21:14You click on settings right here, then
21:15click on custom values, and then what
21:18you'll see here, we have 10 custom
21:19values. And so, I'll show you what each
21:20one of these means. Google review link.
21:22Obviously, from there, you're just going
21:23to go to reputation, you're going to go
21:25to settings, you're going to go to
21:27review link, and you're just going to
21:28copy this. Boom, there's the Google
21:29review link. Reason we put the Google
21:30review link here is because I still
21:32don't recommend the native reputation
21:34management feature. If you see here,
21:35there's some limitations there. You can
21:37see HighLevel doesn't let us auto-tag
21:39someone when they click the link to
21:40leave a review, so in the future, if
21:42that person's added, and they've already
21:43clicked the link to leave a review, or
21:44they've already left a review, we just
21:46add them and request a review again.
21:47Whereas my snapshot is a little bit
21:49smarter. It can track whether they
21:50clicked the link, all that sort of
21:52stuff. And so, that's why we add the
21:53link here, because we're going to send
21:54these out through workflows instead of
21:56using the normal native feature. If we
21:58click on automation here, you can see we
21:59have these review workflows that do a
22:01bunch of things that you don't have to
22:02worry about, so you can just dump
22:03contacts in here, and you're good to go.
22:05Next custom value here is logo link. So,
22:08logo link is very simple. So, all you
22:10want to do is download their logo,
22:11remove the background, and chop it into
22:13Canva, and just make it 400 by 160.
22:16That's the format, transparent
22:17background, width 400, height 160. That
22:20way, it'll look good on all the email
22:21templates and everywhere else on the
22:23page. One other thing that I didn't add
22:25during the on-call checklist here is
22:27that if they want to do the review
22:28filter page. I don't recommend it. It's
22:30against Google's terms of service,
22:31technically, all that sort of stuff.
22:33But, if they want to, you can
22:34accommodate that through HighLevel, and
22:35it's also in the snapshot. So, you'll
22:37ask them if they want to use the review
22:38filter page, and then you'll set that up
22:40later. I'll show you how to do that. All
22:41right, next thing is the nifty
22:42personalized image. So, that is this
22:44right here. And so, we can go ahead and
22:46go to a personalized image. Let's go
22:48ahead and create a personalized image.
22:49Click on personalized image. We're going
22:50to grab this screenshot that we grabbed
22:52from this client earlier. Boom, there's
22:54the screenshot. It's got to be under 800
22:57megabytes or kilobytes, I think. And so,
22:59let's just make it like that. Now, let's
23:01try to upload it. That worked, there we
23:03go. And now, we want to do two things.
23:05So, normally, you're going to have to
23:06add a shape, because they probably don't
23:07have like a screen or something where we
23:09can put the name on. So, you just want
23:10to add a shape. You can make it look
23:11good, put it in the center. Click on add
23:14element, merge tag layer. We're going to
23:15use a name. Couple things we want to do
23:17here, we want to add an exclamation
23:19mark. We're going to add hey there as
23:21the fallback text. You can add like hey,
23:23name as another thing here. You can do
23:26hey there as the fallback text,
23:27basically meaning like if something's
23:28wrong, for some reason it doesn't get
23:30the name, what is it going to say
23:31instead? I normally like to accommodate
23:32for about 10 characters of first name or
23:3512. You want to kind of plan for that,
23:37and that way, if the name is that long,
23:39then it still looks good, and then
23:40smaller ones will still be kind of in
23:41the box. I almost always use Oswald.
23:44Want to make the font a lot bigger.
23:45We're going to make this little text box
23:46way bigger here, so let's do this. Fill
23:49out this square here. We can make it
23:51bold. We can make this a little bit
23:53longer, as well. We just want to make
23:54sure they can actually see their name,
23:55because remember, they're going to be
23:56seeing this on a phone. So, it's going
23:57to be pretty small on the text, and so
24:00we keep making bigger, bigger, bigger.
24:01All right, so if it works for somebody
24:02with a name that has 12 characters in
24:04it, it should work for everybody else.
24:06And then, title casing, you just want to
24:08do normal title casing. What that means
24:10is if they have name in all caps, it'll
24:12just make it where the first letter's
24:13capitalized, not the whole thing. Then,
24:14you want to click on save, say test,
24:16submit, copy all of this up to the equal
24:18sign, take that back to HighLevel. Boom,
24:21edit, paste this in. Curly bracket,
24:22curly bracket after the equal sign,
24:24contact.first_name.
24:27That's just the custom variable. We
24:28paste this into Google here. You can
24:30just type in a name, let's just say
24:31Johnny. You can see it puts Johnny's
24:33name on here. So, now they'll get this
24:35texted to them on their phone. So,
24:36Johnny will get a text with faces they
24:38recognize, or a brand they recognize, or
24:40service they recognize, with his name on
24:42it. That gives your clients the best
24:43chance of getting that review. And so,
24:45now from here, let's go to the next
24:46thing. Business owner name for text
24:47messages. So, some of the text message
24:49templates we use say, "Hey, this is
24:51business owner name," or whatever. "Hey,
24:52this is Johnny. Hey, this is Sally,"
24:53whatever the name of the business owner
24:54is. And so, we'll just put Sally here as
24:56the custom variable. That's going to go
24:58everywhere across the sub-account.
24:59That's normally going to be the person
25:00you're talking to, but you can ask them
25:01who the point of contact is with a lot
25:03of their clients, and that name might be
25:04more familiar. Business name for text
25:06and emails. If this is different than
25:07the name of the sub-account, we can just
25:09say, let's just say Sally's maid
25:11service, or whatever it is. Sometimes,
25:13the name on their Google Business
25:14Profile, or the name on the sub-account
25:15is really long and detailed. And so, for
25:18these texts, we want to keep these texts
25:19short, so they have like a business
25:20nickname, kind of keep it shorter, so
25:22that's just like the friendly name to
25:23put there. So, domain after the at sign.
25:25So, if you haven't seen, I have an
25:268-hour training that goes over how to
25:28set up everything and get your first
25:29client in 7 days. And part of that is
25:32setting up the email sending. I also
25:33have a separate video on my channel
25:35about sending out emails. All this is is
25:37just making sure that the domains that's
25:40actually sending your emails matches the
25:42domain that's that looks like the
25:44email's coming from. And so, for us, all
25:46of our emails come from
25:47r.reviewharvest.com.
25:50It's a subdomain, it protects our main
25:52domain. That is what we put there every
25:54time for every client. If you're
25:55confused by that, just go watch my other
25:56email video. All right, the next one is
25:58how many review requests should be sent
25:59out every 14 days. And so, what this
26:01means is we can basically adjust this
26:03dynamically. You either want to put 0,
26:041, 5, or 20. But, if this is a very
26:06low-volume business, meaning they they
26:08shouldn't get a lot of customers, you'll
26:09probably want to put this at, you know,
26:11maybe one or five customers every 14
26:13days. If it's a very high-volume
26:15business, you'll probably want to put it
26:16at 20. And what this is is this is
26:18basically a metric that every single 14
26:20days, the snapshot in the background is
26:22checking to see if we've sent out enough
26:24review requests. Cuz if we haven't sent
26:26out enough review requests, that means
26:27that we're not getting new contacts, our
26:28clients aren't getting reviews, which
26:30means they're more likely to churn. So,
26:31we wanted to have some sort of automated
26:33way to notify our clients if we're not
26:35getting enough contacts and gaining them
26:36enough reviews. This is basically just
26:37to figure out hey, how many should we
26:38expect to send out every 14 days. And
26:41so, let's say the maid cleaning is a
26:42high-volume, so we'd put 20. That means
26:44that if we don't send out 20 review
26:46requests in 14 days, we will be
26:47notified, and the client will be
26:49notified that we had to we need to add
26:50more contacts. How many times should we
26:51follow up to request a review? So, this
26:53is totally personal. If they are more
26:56aggressive, they want to request,
26:57request, request then as many review
26:58requests as possible, or they're really
27:00worried about bugging people, you can
27:01just adjust this here. You can say,
27:02"Hey, we're not going to follow up once.
27:03We're just going to send out the initial
27:04review request." So, we're going to do
27:06zero follow-ups. Or if you want to do
27:07one, two. Two is kind of the sweet spot
27:09we found, but it does get a little bit
27:11more people to unsubscribe, but it does
27:12get more reviews. So, you can use one or
27:13two there, that's probably recommended.
27:15Next thing, review request sent in the
27:16last 14 days. This is one that you don't
27:18touch. So, this is just going to be a
27:20metric that's working in the background,
27:21automatically counting, so you just
27:22leave that alone. The last one here is
27:24should that we ask for a referral if the
27:26customer's already left a review. So,
27:27this is just a basic text, "Hey, this is
27:28XYZ business owner. We rely on word of
27:30mouth to grow. Please connect us with
27:32any other friends and family you have."
27:33Just a normal text asking for a
27:34referral, nothing crazy, no fancy
27:36system. I found that the fancy systems
27:38with link tracking and attribution and
27:40all that sort of stuff don't work as
27:41well as just organically asking. You
27:43either put yes or no here, right? If you
27:44put yes, that means that it'll ask for a
27:46referral if they've already clicked the
27:47link to leave a review. If you put no,
27:49it won't do anything. And so, we'll just
27:50put yes for this example. Now, we have
27:52updated the custom values. We've created
27:55the personalized image in Nifty. We need
27:57to create social media posts and
27:58templates and turn on review posting.
28:00So, all we do to do that, you just go to
28:01Canva. You want to create a just a
28:03square document here. You can grab a
28:05client's logo in here. We're going to
28:07remove the background. We can maybe make
28:09this background black, or you can upload
28:11a photo here, so let's just use this
28:13photo. Let's move that photo to the
28:14back. Might want to adjust the opacity
28:16on this photo a little bit. All right,
28:18we're going to drag this down like in
28:19the bottom center. You can get as
28:20creative as you want. There's different
28:22ways that you can make this look better.
28:23But, now we just download this image as
28:25an example. We'll take it back to media
28:27storage. So, click on media storage.
28:29Also, your clients, they will not see
28:30all these sidebar menus, because you
28:32added them, and you removed a lot of
28:33those permissions. So, now we're
28:34dragging, uploading that image that we
28:36just created. So, now we click on
28:37marketing. We're going to click on new
28:39post. We're going to click on post
28:40reviews. We want to select Google
28:42reviews. If you have connected Facebook,
28:43as well, you can post Facebook reviews
28:45on Facebook, again. Select the rating.
28:46We obviously only want to post five-star
28:48reviews. Choose the social media
28:49account. So, obviously, you'll be able
28:50to connect Facebook and Instagram, as
28:52well, so you'll see that there. And
28:53then, you'll also have the option to
28:54choose a story and a feed post and all
28:55that sort of stuff. You can choose I
28:56want to post one post every week on
29:00Thursdays at 10:00 a.m. Click on next.
29:02You can use these templates. They don't
29:04really look good. These look pretty bad,
29:05so click on add image. Click on the
29:07image that we just created in Canva. And
29:09now, you'll see it'll add the review
29:10here. It'll have their background. It'll
29:12have their logo. You can even adjust the
29:14opacity of the actual box. So, if they
29:17wanted to, you could make the text white
29:20on there, and you can make the font like
29:21really thick. It's fully customizable,
29:23besides the fact you just can't move the
29:25box. And so, you can just play around
29:26with it. You can get pretty creative.
29:28We've had people get creative with it,
29:29make it look pretty good. Enter the
29:30caption, thanks for the review, yada
29:32yada. And so, then you can go ahead and
29:34click on create post. And now, that'll
29:36be scheduled out, so that every Thursday
29:38at that time, it will post that. So, I'm
29:40just going to go ahead and turn that off
29:41now, because that's obviously not for
29:42Review Harvest. But, now we've turned on
29:44social media posting. Now, we need to
29:45turn on Reviews AI. I think we pretty
29:48much did this on the call. Reputation
29:50settings, make sure auto responses
29:52turned on, create your AI agents down
29:54here to respond to specific reviews.
29:56They're prompt, all that sort of stuff.
29:58The basic one is just fine. We don't
29:59really play around with it too much.
30:00Create integration if needed. So, let's
30:02say you got access to their CRM, they
30:05like added you as a user, or they gave
30:06you an API key. Now would be the time
30:08where you go back into Zapier or CRM
30:11connector, and you could create that
30:13integration. And so, watch these two
30:14videos. Once again, Zapier's beginner
30:16guide, CRM integration with CRM
30:18connector, connect that CRM so contacts
30:20are automatically flowing through. And
30:21now, we're not only doing review
30:22reactivation, you get them a bunch of
30:24reviews up front, but now we're also
30:26requesting reviews from all their new
30:27customers moving forward. Now, test the
30:29workflows, make sure the account time
30:31zone is correct. So, that just basically
30:32means we want to make sure it's not
30:33sending out in the middle of the night,
30:34right? So, click on settings, and then
30:36scroll down, make sure the time zone is
30:38in the proper time zone. Test the
30:39workflows. All you want to do is you
30:41want to add your own contact
30:42information. So, just click on add
30:43contact. You want to add your own
30:45contact information here. So, once you
30:46add your contact information, you want
30:48to go to automation. You want to go to
30:49review workflows. You want to go ahead
30:51and test this review reactivation
30:53workflow. You can see it's got all the
30:54notes in here, so you know exactly
30:56what's going on. It can be a little bit
30:57overwhelming, but it's all built out for
30:59you already. Click on test workflow, add
31:01that contact that you just added, click
31:03on run test. And now, what it'll do is
31:06it will add you to the workflow. You
31:08might have to push yourself through cuz
31:09there's a wait step. So, click here. You
31:11can see it's waiting for time. You can
31:13also see in the builder here it's
31:15probably stuck on this wait step. And
31:16so, we're going to go ahead and just
31:18force it through to the next step. All
31:19right, we're still on a wait step. Let's
31:21see. Click on execution logs. We can see
31:23we're still on a wait step here because
31:25they have multiple wait steps in here.
31:26These are just fail safes to make sure
31:28that you don't accidentally add a bunch
31:30of people at one time without drip mode.
31:31I'll show you how to use drip mode here
31:33in a second. But, looks like it
31:34actually, we look at execution logs.
31:35Yeah, we can see the email and SMS
31:37actually went out. And so, we'll go
31:39click on conversations. You can see we
31:41look at all, click on clay here. We can
31:43see this didn't go through. Obviously,
31:44that phone number. Watch the A2P video.
31:46I know how to get phone numbers
31:47verified. I know it's a pain, but you
31:49can see this is what the image looked
31:50like. You can see here's the message.
31:52Hey Sally, this is with you know, I I
31:53hope you loved working with Sally's maid
31:54service. Would you mind leaving us a
31:55review? We'd really appreciate it.
31:56Here's the link. All right, and then you
31:57can see email, plain text has been
31:59working best, so that's still what's
32:00default in the snapshot because you can
32:02send out the email review request with
32:04the personalized image, but it's just
32:05more likely to go to promotions and spam
32:07and all that sort of stuff. But, then
32:08you'd want to go back into before
32:10clicking the links and making sure that
32:12the links work because once you click
32:14the review link, it's going to tag you
32:15as clicked, it's going to remove you
32:16from the workflow automatically. So,
32:17before clicking those links, you
32:19actually want to go into this workflow,
32:21and you want to push yourself all the
32:22way through. So, you just want to finish
32:23pushing yourself through. You can see
32:24it's going to load, and then we'll push
32:26it through. It's going to load. So, now
32:28we push it all the way through. We can
32:29look at the history of this contact. You
32:32can see I put one review request
32:33follow-up. It's actually review
32:35reactivation. So, review reactivation is
32:37just static. We always do one SMS
32:39follow-up here. This was skipped because
32:41the previous one failed. But, you can
32:42see that worked. You want to push
32:43yourself all the way through the review
32:44reactivation workflow, and then you also
32:46want to push yourself all the way
32:48through the review request workflow as
32:50well. So, this is the review request for
32:51the new customers after the review
32:53reactivation. So, we're going to go
32:54ahead and publish this workflow. This is
32:56going to be the one that you add the
32:57contacts from the CRM integration.
32:59You're basically going to add the tag
33:00customer automatically, whether you're
33:02doing it through Zapier or CRM
33:03connector. They add a little bit
33:04different tag, but you're just going to
33:06change this tag right here based off of
33:07integration. That video will answer your
33:09questions there, don't worry. And then
33:11from there, we want to save this, and
33:13then we're going to test it again. So,
33:15let's test it, and we're going to go
33:17here, and we're going to push ourselves
33:19all the way through here, and very first
33:22step is we made sure they were removed
33:24from the review reactivation workflow.
33:25We don't want to be requesting a review
33:26again, and then them also being in the
33:28review activation workflow, so we remove
33:29that for them. There's all these things
33:31that I've thought of and put in this
33:32snapshot that you'll never have to think
33:34of and never have to worry about for
33:36your customers because I've already done
33:37it. We added to the bi-weekly review
33:38count, tracking how many review requests
33:40they've gotten. This is once again
33:41tracking for how many review requests
33:43they've sent out. Drip mode just in case
33:45to check and make sure, you know, you
33:46don't add all these contacts at once, or
33:48you don't add too many people at once.
33:50This wait advance window, just make sure
33:51it's in between 10:00 a.m. and 6:30 when
33:53it does the sending. Adds the review
33:55request tag. It skipped this SMS because
33:57I don't have a phone number verified in
33:58this brand new account. Sends out the
34:00email review request. Goes to the step
34:02where it says, "How many times should we
34:03follow up?" based off the custom values
34:05that we set. There's a custom value, I
34:07think it's number eight, that says, "How
34:08many times should we follow up?" or
34:09maybe it's nine. And so, I said we
34:11should follow up once. So, what that
34:12does it goes and waits two more days,
34:14sends one more follow-up, and waits
34:15seven days before they exit the
34:17workflow. We don't mark somebody as a
34:19non-reviewer in the pipeline until they
34:21have not reviewed. So, we give them
34:23seven days to not review, and then
34:24they're marked as a non-reviewer. And
34:25so, now that we've pushed all the way
34:27through the workflow, you want to go
34:29ahead and check those texts and emails
34:31and make sure that the links work. So,
34:32we want to go in here, and we want to go
34:34make sure this click the link to leave a
34:36review works. Let's see. Yep, leave a
34:38review for review harvest. So, it's
34:40working. If they want the review filter
34:41page, all you have to do is click on
34:43sites, click on the review faces page,
34:45click on preview page. You can see it
34:47doesn't have the logo up here cuz we
34:48didn't add the logo link. You add the
34:50logo, 400 160 transparent background, it
34:53will look good. And so, we'll copy this
34:55link right here. Then, you just go to
34:57marketing, you go to trigger links, and
34:59you just change the link URL in the SMS
35:02review request link. We have two
35:04separate links cuz we want to be able to
35:05track whether we're getting clicks from
35:07SMS or email. And you want to change
35:08that in the email review request link as
35:10well. Once again, we have those separate
35:11links so we can see how many more clicks
35:13we're getting from the SMS versus email
35:14cuz typically, the SMS gets a lot more
35:16review requests. So, now, if we go back
35:17to the conversations tab, and we click
35:19on that same link, you see it says test
35:21onboarding account. That's because
35:22that's the name of the subaccount,
35:24obviously. Now, it takes us to the
35:25filter page. Green page goes to there.
35:27Once again, this is not very Google
35:29compliant. I don't necessarily recommend
35:30it. If they want to do it, you can do
35:32it. And so, they click on the yellow
35:34page or the red page, takes them here to
35:35just leave feedback, say what was your
35:37experience like, yada yada, put your
35:39email in, their phone number in, and
35:41they can This feedback will just be
35:43emailed to the customer. And it'll say,
35:44"Hey, the name of your business saved a
35:45bad review from Google. You know, here's
35:47what they said. Reach out to them. Make
35:49it right." So, we have this leave a
35:50public review link here to make it more
35:52compliant. You're one click away from
35:54leaving a review. Apparently, that's
35:55more compliant. So, this does take them
35:56to leave a Google review here. Once
35:57again, this logo would be up here if you
35:59put the link in. But, that's what the
36:00review filter page is. And so, all you
36:02have to do is just change those trigger
36:03links with those preview links. Change
36:04it with the trigger links here, and
36:06you're good to go. Remember, don't click
36:07the links until you push yourself all
36:09the way through the workflow to make
36:10sure they all work, everything's looking
36:11good. Cuz as soon as you click that
36:12link, now you're going to be tagged as
36:14clicked, and removed them from the
36:15review request process. All right, so
36:16now we've tested the workflow. We've
36:18made sure the time zone is correct. Last
36:20thing is to add the CSV file of contacts
36:23into drip mode. So, what that means is
36:25we go to contacts here. All the contacts
36:27we want to add, we can do select all,
36:28right? You want to click on trigger
36:29automation. You want to, you know, do
36:31review reactivation here. Put whatever
36:33This is just for tracking purposes so
36:35you can go back and see how it's going.
36:37You want to add them to the review
36:38reactivation workflow. You want to send
36:40in drip mode. Just please just follow my
36:42steps here. I don't know why people want
36:43to get so cute with this. Just do what I
36:45do. I promise. I've done this so many
36:47times. All right, you can start whenever
36:48you want to start. This is just the
36:49start date. So, we start here, whatever.
36:51This is going to be very a little bit.
36:53If you have a really big list, you might
36:55want to do a little bit more. If you
36:56have a really small list, you might want
36:57to do a little bit less. In general,
36:59best practice is either do one message
37:01every 20 minutes or two messages every
37:0220 minutes. Just do that. I promise. You
37:04send too many review requests out,
37:05they're going to get too many reviews
37:06too quickly cuz this works really
37:08freaking well. If they get too many
37:09reviews too quickly, they'll be filtered
37:11more harshly, and then some of the
37:13reviews will drop off their profile. And
37:15it's not a huge deal. You can get them
37:16back, but it's just something they'll
37:17see. So, I recommend either one or two
37:19messages every 20 minutes. So, repeat
37:21after 20 minutes. You're going to do it
37:23seven days a week cuz you get good
37:25conversion rates on the weekends as
37:26well. You're going to do 10:00 a.m. to
37:286:30 p.m. What this means is that we're
37:31only going to add contacts once every 20
37:33minutes in between 10:00 a.m. and 6:00
37:35p.m. Most people think, "Oh, well, the
37:37workflows already have settings in them
37:39to only send out between 10:00 a.m. and
37:406:00 p.m." Yes, we already have those
37:42settings in the workflows baked in by
37:43default. But, this is not talking about
37:46sending the messages. This is talking
37:47about when are we adding contacts to
37:48that workflow. So, if you have it adding
37:50contacts 24/7, that means you're going
37:52to add contacts all night, and then next
37:54thing in the morning, you're going to
37:55send out a bunch of messages. So, it
37:56gets completely gets messed up. Then,
37:57you just click on add to automation,
37:59then you can check the progress in the
38:00bulk actions here. You can see the
38:01stats. You can edit, you know, when
38:03you're starting with it, whatever. That
38:04is how you add contacts via CSV file.
38:06Last thing is you can turn on rebilling
38:08by connecting their contact information
38:10from Stripe into your agency account.
38:12So, click on switch to agency view, go
38:13to the subaccount. So, we're in new test
38:15onboarding. Click on manage client. So,
38:17if you haven't connected your Stripe
38:19account to your subaccount yet, you need
38:22to go to settings here, and you need to
38:23make sure you connect Stripe cuz that's
38:24where it's all going to be pulling from.
38:25But, then you want to click on
38:26rebilling, you want to click on enable
38:28rebilling, and then what you have to do
38:29is you have to click on link existing
38:31customer in Stripe. If they paid through
38:33that payment link, their contact
38:34information is saved. Make sure you make
38:36them add their email and stuff. Their
38:38card information is saved. So, you
38:40literally just click on link existing
38:41customer in Stripe, search up their
38:43name, connect it, turn on rebilling to
38:45whatever you want it to be, whether you
38:46want to mark up. You have to be on the
38:47497 plan of HighLevel. Mark it up 10x or
38:502x or whatever. I recommend just
38:51rebilling at cost for most people. Turn
38:53on rebilling so you rebill at cost. You
38:55can do that on the 297 plan. And so,
38:57yeah, that's all you have to do. And
38:59checkbox, there you go, you're good to
39:00go. We also would send out what we call
39:03a launch email. This is where we
39:04basically say, "Hey, we added this many
39:06contacts. We expect to get 10 to 15% of
39:09them to leave you a review. Here's the
39:11example of your personalized image. You
39:12should see reviews coming in here in the
39:13next couple days. We're also going to be
39:15posting reviews for you, and we also add
39:17this review widget to your site." Just
39:18kind of talking about all the value that
39:19you're providing. That is exactly how to
39:21onboard a client onto HighLevel, updated
39:232026. Things haven't changed too much.
39:25There are some additional features and
39:26stuff in HighLevel. So, what we offer
39:28over 700 businesses right now, we make
39:30over $50,000 a month helping people out
39:32with pretty much just this. We do have
39:33that upsell, which I have other videos
39:34about. I'm talking about kind of the
39:36upsell that we've been offering our
39:37review clients. If you enjoy this video,
39:39and you want the snapshot, and you want
39:41coaching calls with me every week where
39:42I can hop on and meet you where you're
39:44at twice a week, access to over 950
39:46other people doing the same exact thing,
39:47feel free to get started with my link
39:49down below in the description. You'll
39:50get an extended 30-day trial instead of
39:52the normal 14-day trial, and you'll be
39:54good to go. If you like this video,
39:56YouTube thinks you're going to like this
39:57one as well.

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