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Watch me Onboard a Real GoHighLevel SaaS Client Using AI Studio (Full Tutorial) — Transcript

by Dominic Baptist · 11,213 words · 1,530 segments · language en · Watch on YouTube

Full transcript

  1. 0:00Hey guys, what is up? It is Dominick and
  2. 0:01in this video we're going to be talking
  3. 0:03about GoHighLevel, of course, but more
  4. 0:05specifically I'm going to be truly
  5. 0:07onboarding a client. This is going to
  6. 0:09take a few different videos because
  7. 0:11we're doing multiple different services,
  8. 0:13but the first one is the basics. The
  9. 0:16actual onboarding process from creating
  10. 0:18the sub-account, going through the
  11. 0:19entire AI Studio website design, how to
  12. 0:21edit that website because I get that
  13. 0:22question all the time. That means
  14. 0:24eventually we're going to be connecting
  15. 0:25it to his domain when it's fully ready
  16. 0:27to go. It means connecting it to the
  17. 0:28business owner's form, creating the
  18. 0:30form, and then connecting that to the
  19. 0:31automation. We're going to break down
  20. 0:32A2P approval and everything that this
  21. 0:34client wants. Like I said, this is going
  22. 0:36to be multiple different videos. This
  23. 0:38one is specifically on the AI Studio
  24. 0:40website and it's a very good example
  25. 0:42because number one, we've already done
  26. 0:44it. And number two, his website was
  27. 0:45already really good. So, this is a
  28. 0:46perfect example of taking a client's
  29. 0:48website that's already good, maybe
  30. 0:49didn't need to be changed that much, and
  31. 0:51having it completely copied onto AI
  32. 0:54Studio Vibe coded in like 10 minutes and
  33. 0:56then connected to GoHighLevel CRM. I'm
  34. 0:58going to be breaking down the pain
  35. 0:59points having, how we can fix those, and
  36. 1:01you're truly going to see the entire
  37. 1:03onboarding process of a client from
  38. 1:05start to finish. Not only that, you can
  39. 1:07watch the video of me closing this
  40. 1:09client in real life. I actually filmed
  41. 1:12for them yesterday and a little bit
  42. 1:13today. I will throw up some videos of
  43. 1:15that. I will be editing that video and
  44. 1:16showing you guys how I edit that video
  45. 1:18as well. So, I am genuinely leaving
  46. 1:20nothing off the table. You guys get to
  47. 1:22see everything, literally everything.
  48. 1:24That is not easy for me to do. I have to
  49. 1:26get permission from the client. I have
  50. 1:27to film literally every angle of
  51. 1:29everything. I mean goodness, guys, I
  52. 1:31filmed myself filming the video. That's
  53. 1:33how in-depth I'm going. You're basically
  54. 1:35with me from start to finish with this
  55. 1:37entire client. That's why it's very
  56. 1:38important to go watch my other videos on
  57. 1:40this client if you haven't already, so
  58. 1:41you fully understand what we're doing in
  59. 1:43this video. But, if you guys have no
  60. 1:45idea which client I'm talking about, let
  61. 1:46me show you really quick. In one of my
  62. 1:47most recent videos we took Wellman's
  63. 1:50Lawn Care, a company that's been around
  64. 1:51for over 15 years. We took their lawn
  65. 1:54care website, pasted it into AI Studio,
  66. 1:56and copied the entire thing. We even
  67. 1:57updated a little bit. In my opinion, we
  68. 1:59made it better. We made the form better.
  69. 2:01We did a lot of cool things to this
  70. 2:03website, but ultimately that was not the
  71. 2:05point of the video and that's not the
  72. 2:06point of our service. The website is
  73. 2:08just the base. We want to take the form
  74. 2:11page, which is this, and we want to set
  75. 2:13that up with automation. So, that is one
  76. 2:15of the main things that we're going to
  77. 2:16be doing in this onboarding video
  78. 2:17because the owner of this website and
  79. 2:19the owner of this company basically said
  80. 2:21he has no control over his form. He
  81. 2:23doesn't even truly know what happens
  82. 2:24when someone fills it out. And I've told
  83. 2:26you guys this many times. Even companies
  84. 2:27that have been around for 15 years still
  85. 2:29don't understand how automation works in
  86. 2:32the back end. They hire someone else to
  87. 2:33do it and then they never look at it
  88. 2:35again. So, that's why it's very
  89. 2:36important for people like us to come in
  90. 2:37with GoHighLevel and set this up at the
  91. 2:39right way. So, without wasting any more
  92. 2:40time, let's get straight into the video.
  93. 2:42How do we truly onboard Wellman's Lawn
  94. 2:44Care? Well, the first thing that we're
  95. 2:45going to do is add their sub account.
  96. 2:46We're going to create it from scratch.
  97. 2:48If you do not know how to add a sub
  98. 2:49account, you go to the agency view. So,
  99. 2:51your dashboard should look like this and
  100. 2:52then you go to sub accounts right here
  101. 2:54and we're going to click on create new
  102. 2:56sub account up here at the top right. We
  103. 2:57have two options up here. We have SaaS
  104. 2:59account and regular account. A lot of
  105. 3:00you watching might not have two options.
  106. 3:02This basically depends if you're on the
  107. 3:03497 SaaS Pro plan like me. I always tell
  108. 3:06people to start with regular account and
  109. 3:08if you want to switch them over to SaaS,
  110. 3:09you can do that after they're already
  111. 3:11built. But, whenever you're building a
  112. 3:12sub account for a customer and they
  113. 3:13haven't paid yet, I always tell people
  114. 3:15start with regular account, build it and
  115. 3:17then collect payment information if you
  116. 3:18want to switch them over to SaaS or just
  117. 3:20collect payment information whenever you
  118. 3:21want on a regular account. It doesn't
  119. 3:23really matter. We will cover that part
  120. 3:24as well. Right now, let's click regular
  121. 3:26and we will not be using any snapshot
  122. 3:28for this because we don't have to. So,
  123. 3:30we're going to click select and
  124. 3:30continue. There are two different ways
  125. 3:32to do this. We can either click add
  126. 3:33manually and add all the information
  127. 3:35manually about the business and the
  128. 3:36business owner or if they're on Google,
  129. 3:38we can find them right here. So, let me
  130. 3:40check if they're on Google real quick
  131. 3:41and check it out. They are right here in
  132. 3:43Springfield, Illinois. We're going to
  133. 3:44click here. This is them. This is their
  134. 3:46location. Click it. It's going to put in
  135. 3:48as much information as it can. It put in
  136. 3:50the address here, business phone line.
  137. 3:53We still need to do the first, last
  138. 3:54name, and email. So, let's put that in
  139. 3:56right quick. These are all things that
  140. 3:58you can change, by the way. Sometimes I
  141. 3:59just put in my own information and then
  142. 4:01change it later. We're going to cover
  143. 4:02all of that in this video or the next.
  144. 4:04But, for right now, I will put his
  145. 4:06information in here. So, I'm just going
  146. 4:07to fill all that in and then skip ahead.
  147. 4:09Once you fill in all of that
  148. 4:10information, we're going to scroll down
  149. 4:12here and we have this is my client's
  150. 4:14account or this is my own account. We're
  151. 4:16going to do this is my client's account.
  152. 4:17We do not need to include sample data,
  153. 4:19that's fine. And then we're going to
  154. 4:20click add sub account. And that's it.
  155. 4:21That's all you have to do to add a brand
  156. 4:23new sub account to your GoHighLevel
  157. 4:25agency. Now, we're going to click on
  158. 4:26switch to sub account real quick. And
  159. 4:28this is where all the true onboarding
  160. 4:31occurs. So, if I wanted to add Chris
  161. 4:33Wellman as a user under this account,
  162. 4:36there's a few different things that I
  163. 4:37would do. So, I can just go to settings
  164. 4:39right here. I can go to my staff. I can
  165. 4:41click on add user and then I could add
  166. 4:43in all of his personal information right
  167. 4:46here, including his password. On top of
  168. 4:48that, I can go to his roles and
  169. 4:49permissions and I can add in all the
  170. 4:51roles and permissions, too. Most of the
  171. 4:53stuff in here, he's not even going to be
  172. 4:54using. And let's be honest, guys, he has
  173. 4:56a front desk person to handle a lot of
  174. 4:58this for him. That's who I'm truly going
  175. 5:00to be adding to this. I'm also going to
  176. 5:01be adding some of the employees. So,
  177. 5:02when we get to that point and I sit down
  178. 5:04with him and go over all the employees,
  179. 5:06all their information, what they get,
  180. 5:08and what they don't get, then this part
  181. 5:09is going to be a lot easier. But, we
  182. 5:10haven't gone over that yet. So, for
  183. 5:12right now, we're going to skip the my
  184. 5:13staff section. Another really important
  185. 5:16part of the onboarding process is going
  186. 5:17to be under integrations. This is
  187. 5:19another thing that I'm going to do with
  188. 5:20him, but I will show you guys when we do
  189. 5:22it. It's very simple, though. There are
  190. 5:23a few different integrations that he is
  191. 5:25going to want to add into his account.
  192. 5:27This is one of the first steps that you
  193. 5:28should do when onboarding a client. So,
  194. 5:30if he uses Google Calendar, we're going
  195. 5:31to add that. His Google My Business
  196. 5:33account, of course, we're going to add
  197. 5:34that. All of his reviews will be
  198. 5:36integrated. His Facebook account, we're
  199. 5:37going to add that. His Facebook ad
  200. 5:39account, we're going to add that. His
  201. 5:40Google ad account, we're definitely
  202. 5:41adding that. That would be right here,
  203. 5:43Google Lead Ads. His QuickBooks, we can
  204. 5:44add that, but it's not really going to
  205. 5:45do much. LinkedIn, we can add, it's not
  206. 5:47going to do much either. Basically, what
  207. 5:48we're trying to do is we're trying to
  208. 5:50confine everything that he's doing in
  209. 5:52one place. We're trying to streamline
  210. 5:54his operations. He's got a lot going on,
  211. 5:56and we want to fix that. So, we're only
  212. 5:57doing like three or four features max,
  213. 5:59especially in the onboarding process.
  214. 6:01And you're going to see a lot of those
  215. 6:02features being set up today. So, once we
  216. 6:05have the integrations, I'm going to sit
  217. 6:06down with him and go over some of those.
  218. 6:08I basically need his login information
  219. 6:09in order to do that. Or the smarter and
  220. 6:11easier method is just to add him as a
  221. 6:13staff member, of course, over here,
  222. 6:15which is what we were just doing. And
  223. 6:16once he's added as a staff member, he
  224. 6:17would just log into his own account on
  225. 6:19his own laptop, his own computer, and
  226. 6:20then he would have full access to
  227. 6:22integrate everything himself. I would
  228. 6:23walk him through that. I can do it on a
  229. 6:24Zoom call, or I can just do it in
  230. 6:26person. Super easy. I would rather do
  231. 6:28that method than having him send me all
  232. 6:29of his username and password
  233. 6:30information. Some clients are kind of
  234. 6:32weird about that, and rightfully so. So,
  235. 6:33that's how I would fix that issue. While
  236. 6:36I'm in the settings tab, I'm going to go
  237. 6:37over here to labs, and I'm going to turn
  238. 6:39on a few different things. The first
  239. 6:40thing that I'm going to turn on, no
  240. 6:42matter what, is anything to do with Ask
  241. 6:44AI. Ask AI is going to make our life as
  242. 6:46the agency owner so much better. And
  243. 6:48also, anyone who's running this account
  244. 6:50for him, whether it's the front desk
  245. 6:52person, one of his employees, or even if
  246. 6:54it's the business owner themselves,
  247. 6:55having Ask AI is just a really, really
  248. 6:57good feature. If you don't know what Ask
  249. 6:58AI is, go watch my video on it.
  250. 7:00Basically, it's like ChatGPT, but for
  251. 7:01GoHighLevel, and it can do almost
  252. 7:03anything that you want it to do. So,
  253. 7:04we're going to click on Ask AI voice,
  254. 7:05and then we're going to keep scrolling
  255. 7:06until we find AI studio. If this is not
  256. 7:09fully active by the time you're watching
  257. 7:10this video, it's in 7 days, then you're
  258. 7:12going to want to turn this on.
  259. 7:14Definitely need it for this situation.
  260. 7:16We're building the entire website
  261. 7:17through AI studio. Now, we're going to
  262. 7:18scroll down even more and see if there's
  263. 7:19anything else in here. There we go, Ask
  264. 7:22AI itself. We're going to turn that on.
  265. 7:23That is live in 24 days, so we
  266. 7:25definitely need to turn that on. We have
  267. 7:26the voice AI prompt builder. We can turn
  268. 7:28this on for now. And guys, these are all
  269. 7:30live in 12 days, 4 days, 24 days. So, in
  270. 7:33a month from now, all this stuff will
  271. 7:35just be in the account anyway. We're
  272. 7:36basically just getting early access to
  273. 7:38it. Email AI, we can do that. We can
  274. 7:39turn that on as well. Chat widget
  275. 7:41performance improvements, we'll turn
  276. 7:42that on. And then we have a funnel AI
  277. 7:44and website AI. We can turn that on even
  278. 7:46though we're using AI studio. Live in
  279. 7:48214 days. That's absolutely insane. Why
  280. 7:51is that even a thing? We're just going
  281. 7:52to skip that. Keep scrolling and there
  282. 7:54we go. Once these are live, we can go
  283. 7:56back and make sure that we can see them
  284. 7:58in the account. So, click go back and
  285. 8:00there it is. We've got AI studio right
  286. 8:01here. We've got Ask AI right here. We
  287. 8:03can basically ask it anything that we
  288. 8:05want. We will probably be using this in
  289. 8:07this video or the next video, especially
  290. 8:09for the onboarding process. says we will
  291. 8:10be using Ask AI because it's going to
  292. 8:12build the calendars for us, the
  293. 8:13service-based calendars. It can connect
  294. 8:15everything that we need it to connect.
  295. 8:16It can even send text messages to
  296. 8:18customers. Which reminds me, something
  297. 8:19that we definitely need to do, and I
  298. 8:21need to go to this client and ask him
  299. 8:23this immediately, is we need to add all
  300. 8:25of his contacts. So, once I get all of
  301. 8:27his contacts, we're going to do that,
  302. 8:28too. Don't worry, I'm going to show you
  303. 8:29guys absolutely everything that we do.
  304. 8:31And when we add his contacts, we can
  305. 8:32actually do that through Ask AI, which
  306. 8:34is insane. So, let's say he had like 500
  307. 8:37contacts, or in this example, let's say
  308. 8:38he had like 5,000. basically take all of
  309. 8:41his contacts, upload it to ChatGPT, have
  310. 8:43ChatGPT structure the entire thing out
  311. 8:45perfectly with name, number, email,
  312. 8:47phone number, whatever it is. And then
  313. 8:48we can paste that right here into Ask
  314. 8:50AI, and it will set up everything for
  315. 8:53us. So, then we can go to contacts,
  316. 8:55which is right here to the left, and
  317. 8:56this will be filled with all of his
  318. 8:58contacts from the last 15 years that
  319. 9:00he's hopefully built up. Now, why is
  320. 9:02that important? Well, we can now send
  321. 9:05text messages and emails to those
  322. 9:07contacts. We can ask for Google reviews.
  323. 9:09We can literally ask for Google reviews
  324. 9:10day one because I'm assuming if he has
  325. 9:12them in his contact list, he's probably
  326. 9:13done work for them in the past. So, we
  327. 9:15can basically set all of that up, which
  328. 9:16is super cool. All things that, yes, I
  329. 9:18will be showing you guys how to do on my
  330. 9:20YouTube channel. But for right now, this
  331. 9:22is still not what we're going to be
  332. 9:23doing for this video. We are basically
  333. 9:25building the base out, which is going to
  334. 9:27be the AI studio website, connecting
  335. 9:29that to the forms in the CRM, and then
  336. 9:30making sure we're in perfect condition
  337. 9:32to go through the A2P approval process,
  338. 9:34which, yes, is a pain, but I'm going to
  339. 9:36be doing that with him. And I'm going to
  340. 9:38try to film that as well. Now, in order
  341. 9:39to get approved for A2P, there's a
  342. 9:40couple things that we need to know.
  343. 9:42We're probably going to go the chat
  344. 9:43widget approval route. If you guys don't
  345. 9:45know what I'm talking about, basically
  346. 9:46when you get approved for A2P to get a
  347. 9:48working phone number, you have two
  348. 9:49different routes you can take. You can
  349. 9:50take the route of building a form that
  350. 9:52goes on your website and then you have
  351. 9:54to check box I agree to the terms and
  352. 9:55conditions, blah blah blah, or you can
  353. 9:57take the route of a chat widget. Now,
  354. 9:59the chat widget has nothing to do with
  355. 10:01the form, but you can still get approved
  356. 10:02with just having a chat widget. It just
  357. 10:04has to be an A2P approved chat widget.
  358. 10:06That is by far the easiest way to get
  359. 10:07approval as quickly as possible and then
  360. 10:10you go back in and try to get approved
  361. 10:12with the form. So, these are all things
  362. 10:14that we're going to have to fix and go
  363. 10:15through in order to get approved, but
  364. 10:17I'm going to take you every step of the
  365. 10:19way. I'm just letting you know for when
  366. 10:20you see the website and you go, "Well,
  367. 10:22Dom, there's a form on that website,
  368. 10:23which looks like this. Here's the form."
  369. 10:25I will most likely be taking this form
  370. 10:26completely off the website, replacing it
  371. 10:29with a chat widget, and then trying to
  372. 10:30get approved from there, then putting
  373. 10:32the form back on the website and
  374. 10:34submitting another A2P process to get
  375. 10:36approved again for the form. It's not
  376. 10:38that difficult. It's just kind of an
  377. 10:40annoying process, but once it's done,
  378. 10:41it's done forever, guys. So, bear with
  379. 10:43me. They want a working text message
  380. 10:45number and I'm going to do whatever I
  381. 10:46have to to get them that number. So,
  382. 10:47let's go back into GoHighLevel real
  383. 10:49quick and let's immediately start
  384. 10:51working on the AI Studio website. That's
  385. 10:53the first thing that we need to do, no
  386. 10:54matter what. And if you have no idea
  387. 10:55what I'm talking about, let me click on
  388. 10:57AI Studio really quick and this is where
  389. 10:58you can describe anything that you want
  390. 11:01and it will build it out right here in
  391. 11:03front of your face in like 10 minutes.
  392. 11:06I'm talking any website, any funnel, any
  393. 11:08estimate calculator, any form page,
  394. 11:10anything you can imagine that can be
  395. 11:11coded, boom, right here. It's a complete
  396. 11:14and utter vibe coding system built into
  397. 11:16GoHighLevel and it changed absolutely
  398. 11:19everything and every way that we run an
  399. 11:21agency. It changed the way that
  400. 11:22businesses are going to run. It changed
  401. 11:24a lot of stuff, guys. So, you definitely
  402. 11:25want to learn this, watch my videos on
  403. 11:27it, or just watch this video and I'm
  404. 11:29going to show you what we're going to
  405. 11:30do. The first thing I want to do is I
  406. 11:31want to just take the website that's
  407. 11:33already done, which is this one right
  408. 11:34here. I want to copy the URL at the top,
  409. 11:38and I want to paste it right here. And
  410. 11:40I'm going to say, "Recreate this exactly
  411. 11:43the way it is." Fun fact, AI Studio
  412. 11:46actually created this already. And if
  413. 11:48you guys are wondering about that, I
  414. 11:49have a video showing how I did that, and
  415. 11:51it was super easy. I went to Wellman's
  416. 11:53official website, which looks like this,
  417. 11:55and basically I took this website,
  418. 11:57copied the URL, and pasted it into AI
  419. 11:59Studio, like I just did 5 seconds ago,
  420. 12:02and it recreated the entire website.
  421. 12:04Well, not the entire website. There's a
  422. 12:06couple things it didn't do. Notice how
  423. 12:08there are a ton of different links that
  424. 12:10you can click. So, if I click on
  425. 12:11landscaping services, it takes me to a
  426. 12:13completely separate page. And for that
  427. 12:16reason, I need to copy that URL as well,
  428. 12:19and then paste that into AI Studio, and
  429. 12:21I have to do this for every single one.
  430. 12:23If I want to have that many pages on the
  431. 12:25website, it's fine if that's what they
  432. 12:26want. It doesn't take that long. It's
  433. 12:28not hard to do. You're honestly not
  434. 12:29doing anything. AI is doing all the work
  435. 12:31for you anyway. But, we would just take
  436. 12:32each page that it has on the website,
  437. 12:34copy the URL, paste it into AI Studio
  438. 12:37over here, and it would create all of
  439. 12:39those clickable pages until you have
  440. 12:41every single page basically exactly
  441. 12:43copied from the original website. And
  442. 12:45that, my friends, is how you copy a
  443. 12:46website that probably cost thousands of
  444. 12:48dollars to build 10 years ago, and in
  445. 12:50under 20 minutes replicate the entire
  446. 12:53thing on GoHighLevel AI Studio without
  447. 12:55lifting a finger. Absolutely insane. I'm
  448. 12:57going to let this thing load, and I will
  449. 12:59meet back up with you when it is done in
  450. 13:01like 5 minutes. It's actually building
  451. 13:02it pretty fast right now. It might be
  452. 13:04like 3 or 4 minutes. Either way, I will
  453. 13:05see you when it's done. All right, guys,
  454. 13:06and it did it in about 3 minutes. This
  455. 13:08is one of the faster times I've seen it
  456. 13:10do this. I think it was so quick because
  457. 13:12it was coding something that it had
  458. 13:13already coded before. So, who knows?
  459. 13:15That's the first time I've ever actually
  460. 13:16copied a vibe-coded website instead of
  461. 13:19just copying a third-party website,
  462. 13:20which is what I usually do. So, you're
  463. 13:21going to click publish up here at the
  464. 13:23top. Once it's published and ready to
  465. 13:24go, you can and the site over here to
  466. 13:25the left. And there we go. This looks
  467. 13:27extremely similar. And one of the things
  468. 13:29that we want to do is we want to test
  469. 13:30out everything. I mean, we should be
  470. 13:32testing out every single link. So, lawn
  471. 13:34care programs, let's click on that.
  472. 13:36Notice how nothing happens. Landscaping
  473. 13:38service, nothing happens. Contact us.
  474. 13:40Now, that does work. It goes down to the
  475. 13:41contact us page. That's perfectly fine.
  476. 13:43I might actually get rid of this like
  477. 13:45Facebook page over here. I don't
  478. 13:46necessarily need it and it kind of just
  479. 13:48gets in the way of the form. So, for
  480. 13:49that reason, we have some stuff to do. I
  481. 13:52bet you these don't work either. Our
  482. 13:54blog top, yeah, that doesn't go
  483. 13:56anywhere. Employment doesn't really go
  484. 13:57anywhere and pay my bill does not go
  485. 13:59anywhere. So, in order to fix all of
  486. 14:01these things, it's very simple. Let me
  487. 14:03show you what you do. Basically, we're
  488. 14:04going to go back to the actual website,
  489. 14:06the official Wellman's Lawn Care
  490. 14:08website, and we're going to go to each
  491. 14:10URL. So, lawn care programs, and then
  492. 14:12we're going to copy the URL up here, and
  493. 14:14then we're going to go back into GHL.
  494. 14:15We're going to paste that right here and
  495. 14:17say, "Connect this to lawn care
  496. 14:21programs." And then we're going to do
  497. 14:22this again and again and again. Next one
  498. 14:24is landscaping services. Copy right
  499. 14:26here. Go back into AI Studio. Connect
  500. 14:29this to landscaping services. Actually,
  501. 14:33reword it this way. Say, "Recreate these
  502. 14:35URLs and copy them exactly the way they
  503. 14:37are on the original site and then
  504. 14:39connect them to the corresponding
  505. 14:40buttons or text." The way that I had it
  506. 14:41before, it would just basically take the
  507. 14:44link of the other website and then it
  508. 14:46would link it to those URLs. We don't
  509. 14:47want to do that. We want to copy
  510. 14:48everything from them and vibe code and
  511. 14:50recreate those pages. So, this is a
  512. 14:52better way to word that. And now I'm
  513. 14:53going to take everything and then paste
  514. 14:55the URL right here. So, then we're going
  515. 14:57to hop back into Wellman's Lawn Care.
  516. 14:58Let's do hardscape design. We're going
  517. 15:00to copy that URL. We're going to paste
  518. 15:02it right here and then we're going to
  519. 15:04type in recreate and connect this to
  520. 15:08hardscape design. And we're just going
  521. 15:10to keep doing this until we get to the
  522. 15:11end. We've got seasonal right here. Copy
  523. 15:13seasonal. Go back. Paste. Go back to
  524. 15:16Wellman's. Do this. I think it's two
  525. 15:18more times here. Commercial property
  526. 15:19management. Copy there. Go back. And
  527. 15:22then we have the last one, which is
  528. 15:24contact us. We can have this kind of
  529. 15:25just scroll down to that other page, or
  530. 15:27we can put it like this. Copy that and
  531. 15:29do it again. Once we are done, we can
  532. 15:31click on enter. This one might take a
  533. 15:33second. Hopefully, it does everything
  534. 15:35the first try, but if not, don't worry,
  535. 15:36I'm going to show you guys how to fix
  536. 15:38it. It's usually pretty intuitive, and
  537. 15:39so far, every time I've been playing
  538. 15:41around with it, it's been very, very
  539. 15:42smart. So, I have high hopes for this,
  540. 15:44but I will fast forward and let you guys
  541. 15:45know how long it takes. See you in a
  542. 15:47second. All right, guys, and it is
  543. 15:48completed. That one added 42 different
  544. 15:50tools, and it took maybe 4 minutes.
  545. 15:52Pretty quick. We're going to publish it
  546. 15:54at the top right up here, update it
  547. 15:56right there, and let's go see if it
  548. 15:57worked. So, now we are inside the
  549. 15:59website. I'm going to make myself
  550. 16:00smaller, and we're going to click on
  551. 16:01some of these links. So, the first link
  552. 16:03is lawn care programs. There we go.
  553. 16:05Everything looks exactly the same.
  554. 16:08There's pretty much no difference
  555. 16:09whatsoever. This is literally insane.
  556. 16:12Keep on going. It shows everything. And
  557. 16:14here's the point, guys. Barely anyone is
  558. 16:16going to be going to this page. It's not
  559. 16:18going to happen. Also, notice how
  560. 16:20there's a detailed explanation. These
  561. 16:22are connected to PDFs. Let me show you
  562. 16:24what I'm talking about real quick. So,
  563. 16:25if I click on lawn care programs and I
  564. 16:27scroll back down here, we have a
  565. 16:29detailed service explanation. I can
  566. 16:31click on that, and it takes me to a PDF.
  567. 16:33Now, I explained to Chris Wellman, the
  568. 16:36owner of this company, that no one is
  569. 16:38reading all this. They're not clicking
  570. 16:39on nine different buttons to get to a
  571. 16:41PDF to see their platinum package. We
  572. 16:43can recreate the entire PDF. We can do
  573. 16:45something so much better than this. We
  574. 16:47could even connect this to a plan where
  575. 16:49they can just purchase it inside of the
  576. 16:51website. There's a lot of cool things
  577. 16:52that we can do with this, but I'm not
  578. 16:53going to onboard him without asking him
  579. 16:55what he wants. So, I will be talking to
  580. 16:57him, and I'm going to ask him what he
  581. 16:58wants with this. I personally think what
  582. 16:59we're going to do is very simple. We can
  583. 17:01either build like a form or a survey
  584. 17:03where people fill it out. They answer
  585. 17:04three or four questions, and then it
  586. 17:06chooses which plan they will be in,
  587. 17:08which package they will have, and then
  588. 17:09that can lead to an invoice and then
  589. 17:11paying. Or, we can take all this
  590. 17:12information, feed it to the AI bot,
  591. 17:14which I'm going to do, by the way. No
  592. 17:16matter what, I'm going to do that
  593. 17:17regardless. And then the bot will know
  594. 17:19everything about all of these plans.
  595. 17:21Once the bot understands everything
  596. 17:23about these PDFs, everything about the
  597. 17:26packages, it's going to sell it for you.
  598. 17:29So, it's going to be able to ask the
  599. 17:30customer through text message or through
  600. 17:32the chat widget all of these qualifying
  601. 17:34questions and then lead them to the
  602. 17:35correct package. Lots of cool stuff that
  603. 17:36we can do for this client, but once
  604. 17:38again, when onboarding, don't get
  605. 17:40distracted. Start with the base.
  606. 17:42Everything else becomes a lot easier
  607. 17:43once you have that base finished. So,
  608. 17:45that's all we're doing in this video.
  609. 17:46We're starting with the base. And for
  610. 17:48that reason, we're not going to be
  611. 17:49adding this right now. Let's go back to
  612. 17:51GoHighLevel and let's click on the rest
  613. 17:52of these up here. So, we have
  614. 17:53landscaping services. Looks pretty good.
  615. 17:57Now, yes, we can connect these.
  616. 17:58Honestly, I might just do it for this
  617. 17:59video, but I'm going to have to
  618. 18:01basically take the PDF, upload them into
  619. 18:03the ChatGPT, have it explain each one. I
  620. 18:05don't know. It just seems like a lot of
  621. 18:06extra work when in reality we have a lot
  622. 18:08of different workarounds for that. I
  623. 18:09still want to remove anything that has
  624. 18:11to do with Facebook because we'd have to
  625. 18:12connect the Facebook into the Vibe Coder
  626. 18:14somehow. Once again, a lot of extra work
  627. 18:16for no reason. Nobody cares. But, let's
  628. 18:18keep going through. We've got hardscape
  629. 18:19design. Boom. It took all the photos
  630. 18:22that they already had. Perfect. If
  631. 18:23there's anything that we want to fix or
  632. 18:24change in here, we totally can. But,
  633. 18:26once again, nobody's really seeing all
  634. 18:28this. 99% of people that go on the
  635. 18:30website are just doing so to find the
  636. 18:32contact us form, the chat widget, or the
  637. 18:34phone number in general. Let's go to
  638. 18:36seasonal. Same thing with seasonal. We
  639. 18:38could change these photos. They don't
  640. 18:39look amazing by any means, but for right
  641. 18:42now, everything looks pretty similar to
  642. 18:45how it was before. Let's go back up and
  643. 18:47do commercial property. Boom. And that
  644. 18:49one's done, too. Everything looks good.
  645. 18:51Let's click on contact us. Takes us to
  646. 18:53the contact us form. We've got the
  647. 18:55address, phone number, the hours of
  648. 18:56operations, and the form right here. We
  649. 18:58even have the testimonials. I want to
  650. 19:00click on get a free estimate. Boom.
  651. 19:01Takes us back to the contact us form.
  652. 19:03Okay. So, all of these are working. We
  653. 19:05would check out every single link. You
  654. 19:07would click on literally every link,
  655. 19:09guys. And if one link does not work, you
  656. 19:11change it, you adapt it, you fix it. You
  657. 19:13do not want the websites to not work.
  658. 19:15The You do not want the website to not
  659. 19:16be able to function, even if it's things
  660. 19:18that no one's ever going to click on,
  661. 19:19that's totally fine. You still want it
  662. 19:20to function. But, for right now, I want
  663. 19:23to work entirely on this page right
  664. 19:26here, on this form. So, we want to
  665. 19:28gather all the information from this
  666. 19:30form that we can in order to connect
  667. 19:32that to automation. Just like we're
  668. 19:34building the base with the website, we
  669. 19:36also need to build the base with the
  670. 19:37automation. It makes things so much
  671. 19:38easier when I go back in with the client
  672. 19:40and I explain, "Hey, I connected all
  673. 19:42this to this automation follow-up
  674. 19:43system. Now, let's sit down and talk
  675. 19:45about what you want it to say. What do
  676. 19:47you want to happen when someone fills
  677. 19:48out this form?" It's a lot easier when
  678. 19:49you have that kind of set up, when you
  679. 19:51have the base of that set up, and this
  680. 19:52is how I onboard literally everyone I've
  681. 19:54ever onboarded in my life. This is how I
  682. 19:56do it. It is not perfect. It gets
  683. 19:58perfect over time. Do not spend hours
  684. 20:00and hours of your time trying to make
  685. 20:01something perfect when you haven't
  686. 20:02really gone in and sat with the client,
  687. 20:04because at the end of the day, they
  688. 20:06decide what they want on their website.
  689. 20:07They decide what they want in their
  690. 20:09automation. point them in the right
  691. 20:10direction, but at any point, they can
  692. 20:12fire you. So, it's important to know
  693. 20:13that, and it's important to build the
  694. 20:14base, so it's easier for them to
  695. 20:15understand what's going on. And for
  696. 20:17right now, the site base is pretty good.
  697. 20:19I will ask them to get rid of this
  698. 20:20Facebook page in a second, but let's
  699. 20:22work on the form itself. So, the first
  700. 20:24thing I want to do with the form is go
  701. 20:26back into AI Studio, and I want to type
  702. 20:27in connect to CRM. If it didn't do this
  703. 20:31already, then what this is going to do
  704. 20:32is it's basically going to take the
  705. 20:34entire form and every single custom
  706. 20:36field and every custom value that's on
  707. 20:38that form, and it's going to connect it
  708. 20:40externally to GoHighLevel. And then, I'm
  709. 20:42going to show you guys how to connect
  710. 20:43that to the automation page. So, typing
  711. 20:45connect to CRM is very, very important.
  712. 20:47You're going to need to know exactly how
  713. 20:49to do everything I'm about to do for
  714. 20:50you. So, we're going to wait until
  715. 20:51that's done. I'm going to come back, let
  716. 20:52you know how long it takes. But, so far,
  717. 20:54everything's been really, really smooth
  718. 20:55and going really fast. Wow, it's already
  719. 20:57done. It literally finished right when I
  720. 20:58said that. Okay, we're going to click
  721. 21:00connect to CRM. Boom. Now, it's going to
  722. 21:01connect all the tracking IDs, literally
  723. 21:04every tracking ID is being connected
  724. 21:05right now. And then, we're going to take
  725. 21:07those tracking ID's so that we can
  726. 21:08gather all the information, the name,
  727. 21:10number, email, the service, anything
  728. 21:11that we can gather from that form, and
  729. 21:13we're going to connect that to the
  730. 21:14automation workflow page so we can do
  731. 21:15follow-up systems, text message, email,
  732. 21:17whatever it is that we want to do. Super
  733. 21:19cool. We're going to need this. We're
  734. 21:20also going to need this if we want to
  735. 21:21connect it to the AI chatbot. Because in
  736. 21:23a perfect world, we're probably going to
  737. 21:25be setting that up for him in one of the
  738. 21:27next videos. I'm going to be training
  739. 21:28that AI chatbot to know everything about
  740. 21:30this business so that when someone comes
  741. 21:32into the form through Google Ads,
  742. 21:34Facebook Ads, whatever, they can fill it
  743. 21:35out and then get in touch with someone
  744. 21:37immediately even if it is an AI chatbot.
  745. 21:39It's going to be trained. It's going to
  746. 21:40be perfect. We're going to get this
  747. 21:41thing going. So anyway, this is working
  748. 21:44on connecting the CRM right now. Once
  749. 21:45it's done, and then we're going to swing
  750. 21:47over to the automation section. All
  751. 21:48right, guys, and it is done. It said it
  752. 21:50wired up the contact section form to
  753. 21:53fire a CRM tracking event on every
  754. 21:55submission. Registered services
  755. 21:57interested as a custom field. Mapped all
  756. 21:59the other contact fields included.
  757. 22:01Selected services as a comma separated
  758. 22:03custom field value. So everything should
  759. 22:05be good right now. And if it's not,
  760. 22:06we're going to test it out to make sure
  761. 22:07that it's good. We're going to publish
  762. 22:08that right here. Update it, and we're
  763. 22:10going to view the site again. Once we
  764. 22:12view the site, we're going to click
  765. 22:13contact us. And I notice it doesn't
  766. 22:15scroll anymore to the actual contact us
  767. 22:17page. We're going to fix that, too,
  768. 22:18along with the Facebook thing. All of
  769. 22:20that's going to be fixed. We're going to
  770. 22:21be fine. All that's going to be fixed.
  771. 22:22Just takes one sentence to fix it. But
  772. 22:24either way, we're going to force this to
  773. 22:26work. So what that means is we have to
  774. 22:28fill it out to force it so that all the
  775. 22:30information can go inside of the sub
  776. 22:32account. So I'm going to put in my name
  777. 22:33here. We're just going to fill out all
  778. 22:35this information here. Doesn't matter
  779. 22:36what it says. And then we're going to
  780. 22:38add in a few services. Let's do
  781. 22:40landscape bed maintenance, leaf removal,
  782. 22:42mulch, and landscaping hardscaping. And
  783. 22:44then we're even going to put a message
  784. 22:46in here. I would like someone to check
  785. 22:47out my yard. Submit their request. And
  786. 22:50right here it says, "Thank you. Your
  787. 22:51request has been submitted." Cool. Let's
  788. 22:52go find out what actually happens.
  789. 22:55Because obviously, nothing's going to
  790. 22:56happen right now. We have to go build
  791. 22:57that. So let's go back into GoHighLevel.
  792. 22:59We're going to click the back arrow
  793. 23:00right here. Click back again. And the
  794. 23:02first thing I like to do is I go to the
  795. 23:04sites tab right here, and I hop on over
  796. 23:06to the form section, and I go to the
  797. 23:07submissions. And when I'm in
  798. 23:09submissions, I go from internal to
  799. 23:11external right here, and there it is.
  800. 23:13This is the actual form submission. I'm
  801. 23:14going to click on it, and it should show
  802. 23:16everything that we did. And it does. It
  803. 23:18has all the information here, all the
  804. 23:20personal information. It has the
  805. 23:21calendar note, the actual note that we
  806. 23:23put, and the services that we were
  807. 23:25interested in. So, now that we know that
  808. 23:26it worked, it fed it to our CRM. How do
  809. 23:29we automate that? How do we do something
  810. 23:31with it? Because the whole point of us
  811. 23:32building this form in the first place is
  812. 23:33because he doesn't want to have to go
  813. 23:35inside of his account every single time
  814. 23:37someone fills out a form and go look
  815. 23:38this up and then call them manually.
  816. 23:40That's annoying. But that's why we have
  817. 23:41GoHighLevel. That's why we exist. We can
  818. 23:43set it up for him in any way that he
  819. 23:44wants. So, now we're going to go over to
  820. 23:46the automation section right here, and
  821. 23:47I'm going to show you guys how to set
  822. 23:48this up. Now, yes, we could build this
  823. 23:51from the AI automation builder, but it's
  824. 23:53important for you guys to know how to do
  825. 23:54this from scratch. So, we are going to
  826. 23:56create it from scratch right here. We
  827. 23:57are going to enable auto save just
  828. 23:59because people forget to save their work
  829. 24:01sometimes. And the first thing I'm going
  830. 24:02to do is rename the workflow so I
  831. 24:03remember it. I'm going to call this one
  832. 24:05main website contact form because that's
  833. 24:07exactly what it is. We're going to add a
  834. 24:09trigger. We are going to type in
  835. 24:10external tracking event, not form
  836. 24:12submitted, external tracking event. It
  837. 24:15is not an internal form. It's an
  838. 24:16external form. Then we're going to add a
  839. 24:18filter. Click select. Click event. Click
  840. 24:20select operator. Click is any of. Click
  841. 24:22down again, and then we're going to
  842. 24:24click form submitted next. But we're not
  843. 24:26done. We're going to add another filter
  844. 24:27here. Click select. Click domain. Select
  845. 24:29the operator is any of. Select right
  846. 24:32here, and there it is. Wellman's Revamp
  847. 24:345 Preview. Boom. And we're going to add
  848. 24:36one more filter. Click select. External
  849. 24:38form is and then the contact form is
  850. 24:41right there. That's all you have to do.
  851. 24:42That is the entire trigger event. I know
  852. 24:44it seems like a lot, but that took me 25
  853. 24:46seconds. We're going to save the
  854. 24:47trigger, and now we have an actual
  855. 24:49trigger event for when someone fills out
  856. 24:50that form on that website that we just
  857. 24:51built 20 minutes ago. Pretty cool, guys.
  858. 24:53Now, here's where the fun part comes in.
  859. 24:55This is where I would actually pick the
  860. 24:57brain of the client and I would ask him,
  861. 24:59"Hey, what exactly do you want to
  862. 25:01happen?" Well, lucky for you guys, I
  863. 25:02already did ask him and he definitely
  864. 25:04wants automated text messaging. Now,
  865. 25:06here's the thing. In order to do
  866. 25:07automated text messaging, we do need to
  867. 25:09get approved for A2P. So, I will be
  868. 25:11working with him on that. However, it's
  869. 25:13totally fine for us to build this
  870. 25:14automation right now while we're waiting
  871. 25:16for that. So, I can click plus and one
  872. 25:17of the first things I like to do when
  873. 25:19setting up any automations at all,
  874. 25:20especially when they are form submission
  875. 25:22automations, is I like to assign it to a
  876. 25:23user. So, I'm going to click assign a
  877. 25:25user and then we're going to select the
  878. 25:26user. We don't have any users here,
  879. 25:27obviously, so that's where we're going
  880. 25:29to have to go back in and create a user.
  881. 25:31For this example, I'll just add myself
  882. 25:33as a user under the account and since we
  883. 25:34have auto save on, I can just back on
  884. 25:36out of here and I should be good. Or
  885. 25:38what I could do is I could add Edward
  886. 25:39because Edward is one of his employees
  887. 25:41and Edward used to work with me. So, I
  888. 25:43have Edward in this GoHighLevel account
  889. 25:44already. So, let me go show you guys how
  890. 25:46to do that. We're going to go back to
  891. 25:47the agency view and we're going to go to
  892. 25:49the settings. Once we're in settings,
  893. 25:51we're going to go to team and we're
  894. 25:52going to type in the team member. Since
  895. 25:54I already have him in here, I'm just
  896. 25:55going to type his name and it seems I do
  897. 25:57not have Edward in here. So, I'm going
  898. 25:58to actually add him from scratch, which
  899. 26:00is perfect. Now, you guys get to see
  900. 26:01exactly how you add a brand new team
  901. 26:03member. So, I'm going to put in all of
  902. 26:05Edward's information right here and once
  903. 26:06you save all that information, you're
  904. 26:08good to go. You can actually create the
  905. 26:10password for them, but basically after
  906. 26:12you create someone in this section, it
  907. 26:14sends them an email anyway and then they
  908. 26:15create the password from the email. Just
  909. 26:17letting you know, it's all automated.
  910. 26:18But check this out. Under roles and
  911. 26:19permissions, this is very, very
  912. 26:21important. We do not want Edward to be
  913. 26:23under agency type and you can see all of
  914. 26:26our agency stuff. We want him to just be
  915. 26:27under account. He can be an admin,
  916. 26:29that's totally fine and then we want to
  917. 26:30select the account, which is the one we
  918. 26:32just made, Wellman's Lawn Care. Boom,
  919. 26:35done. Everything here is fine. We can
  920. 26:37change this all later. There is a lot of
  921. 26:39stuff that they just don't need. I mean,
  922. 26:40blogs, certificates, communities, none
  923. 26:43of this stuff is necessary. So, you do
  924. 26:45want to kind of filter through this just
  925. 26:46so they don't see it all. Go collab, not
  926. 26:48necessary. Memberships, not necessary.
  927. 26:50Orders, not necessary. I would say
  928. 26:52quizzes is not necessary. Subscriptions,
  929. 26:54probably not unless we build
  930. 26:56subscriptions inside of the account.
  931. 26:57Actually, I'm going to keep that one on
  932. 26:58there. Surveys, probably not. But for
  933. 27:00right now, we're just going to click
  934. 27:02save. And there we go. Edward is now in
  935. 27:04the account. Now, let's go back into
  936. 27:06that account, which is right here, and
  937. 27:07we're going to click on automation.
  938. 27:09There is our automation right there. And
  939. 27:11now it's time for the fun part. So,
  940. 27:13let's go back to assign to user, and I
  941. 27:15bet you, if I click on select users,
  942. 27:17he's right there. There we go. Edward
  943. 27:19Feasant done and save action. Now, this
  944. 27:22is going to get assigned to Edward. Now,
  945. 27:23here's the thing that's really cool
  946. 27:24about this. If he has multiple different
  947. 27:27services and he wants them assigned to
  948. 27:28multiple different people, for instance,
  949. 27:30let's say he has lawn care service and
  950. 27:32he wants that assigned to someone in the
  951. 27:34lawn care division, we can build all of
  952. 27:36that out for him. Everything can be
  953. 27:37custom built based off what he wants.
  954. 27:39So, it's very important to understand
  955. 27:40that. But right now, we're just building
  956. 27:42out the base so we have something to go
  957. 27:43back in and show him. So, for this
  958. 27:45situation, we have it assigning to
  959. 27:46Edward. The next thing I'm going to do
  960. 27:47is I want to send an internal
  961. 27:49notification. This is going to send to
  962. 27:51whoever is assigned to the user. So, if
  963. 27:53I do select a type, we're going to do
  964. 27:54notification or SMS. For this instance,
  965. 27:57let's just do notification because it is
  966. 27:59free and you don't need A2P approval.
  967. 28:00So, for that reason, we're going to
  968. 28:02stick with notification right here. The
  969. 28:03title is going to say new website lead.
  970. 28:06And then for the message, we're going to
  971. 28:08do custom value, contact full name just
  972. 28:11signed up on the website, and they would
  973. 28:16like and then we want to put the
  974. 28:17services. So, check this out. We'll do
  975. 28:19custom value. We're going to scroll all
  976. 28:20the way to the bottom, custom fields,
  977. 28:22and we've got all the services right
  978. 28:24here. And if you remember, I believe it
  979. 28:26was services interested was the list of
  980. 28:29services. I could be wrong on this. It
  981. 28:31could just be services, but I'm pretty
  982. 28:33sure it's services interested. So, let's
  983. 28:35click right here. We're going to find
  984. 28:36out in a second when we test it again.
  985. 28:38And it's basically going to list off the
  986. 28:39services. Once that's done, we're going
  987. 28:41to go down here to redirect page, click
  988. 28:43on contact. What that means is basically
  989. 28:45when you click on the notification, it's
  990. 28:46going to take you to that contact so you
  991. 28:48can message them back immediately. It's
  992. 28:49just easier. And then after that, we're
  993. 28:50going to do two user type, the user that
  994. 28:52is assigned to the contact, which is
  995. 28:54Edward. Once that's done, we're going to
  996. 28:56save the action and we're good to go to
  997. 28:58the next step. The next step is going to
  998. 29:00be a text message to the person that
  999. 29:02filled out the form. So that's going to
  1000. 29:04be an SMS, send SMS, and then right here
  1001. 29:06we're going to have the message. I
  1002. 29:07personally like a casual "Hey" and then
  1003. 29:09custom value "contact first name". I
  1004. 29:12usually only do the first name. So "Hey
  1005. 29:13Dominic, thanks for taking interest in
  1006. 29:16our lawn care services. We would love to
  1007. 29:20set up an appointment or get on a call
  1008. 29:24to discuss your project." Something
  1009. 29:26along those lines. I'm probably wrong
  1010. 29:28about this. You can have ChatGPT come up
  1011. 29:30with a lot of good stuff for you, too.
  1012. 29:31Basically, it doesn't matter. I'm going
  1013. 29:32to go to the client. I'm going to ask
  1014. 29:34him exactly what he wants me to put
  1015. 29:35right here and then we're going to save
  1016. 29:36the action. And once that's done, we can
  1017. 29:39then start adding in follow-up
  1018. 29:41campaigns. So I could do like a wait
  1019. 29:44time, click wait to a time delay of
  1020. 29:46maybe 1 day, click save action on 1 day,
  1021. 29:49click these three little dots right here
  1022. 29:50on the SMS, copy the action and paste it
  1023. 29:53below the wait time. Then after 1 day,
  1024. 29:55it's going to send a second message,
  1025. 29:57which is our first follow-up text
  1026. 29:59message, and that is going to say, "Are
  1027. 30:01you still interested in lawn care
  1028. 30:02services?" or whatever it is that the
  1029. 30:04client wants me to put here. Save action
  1030. 30:05and we can just keep doing this over and
  1031. 30:07over again. Copy the wait time, paste,
  1032. 30:09copy the SMS, paste, change it, boom,
  1033. 30:11done. That's how we create the follow-up
  1034. 30:13campaign. Super easy to do. Do not
  1035. 30:15overcomplicate this. You could then
  1036. 30:17connect this form to Facebook ads. So I
  1037. 30:20could click on add new trigger and
  1038. 30:21connect it to a Facebook lead form or
  1039. 30:23you can connect it directly to Google
  1040. 30:24Ads, which is still this external
  1041. 30:26tracking event because it's just
  1042. 30:27connected to the website. So now when he
  1043. 30:28runs ads, which he's already doing, it's
  1044. 30:30going to work significantly better
  1045. 30:31because we have the follow-up system in
  1046. 30:33place. Now we are still not done. I got
  1047. 30:34to go to settings right here and I have
  1048. 30:36to make sure some things are turned on.
  1049. 30:37Allow re-entry. Do we want people to be
  1050. 30:39able to enter this workflow more than
  1051. 30:41once? Do we want somebody to be able to
  1052. 30:42come back to the website, fill out that
  1053. 30:44form, and get a text message again? The
  1054. 30:45short answer is yes, of course, because
  1055. 30:47you can have repeat customers. So, we
  1056. 30:49are going to allow re-entry, allow
  1057. 30:51multiple opportunities, that's fine for
  1058. 30:52right now. We'll get to the opportunity
  1059. 30:54section in a different video, and then
  1060. 30:55stop on response. Of course, we want
  1061. 30:57stop on response because it's a
  1062. 30:59follow-up campaign. If they respond on
  1063. 31:00message three, why would we send them
  1064. 31:02message four, five, and six? The whole
  1065. 31:04goal of a follow-up campaign is to get
  1066. 31:06them to respond. So, once they respond,
  1067. 31:07you stop it. Boom, automatic save, so
  1068. 31:09we're good. to builder, and then we can
  1069. 31:11click from a draft to publish. Once
  1070. 31:13that's done, we're going to save it
  1071. 31:14again, and now it should work perfectly.
  1072. 31:16All right, guys, I want to test this out
  1073. 31:17real quick, and obviously I can't test
  1074. 31:18it fully out because it's not A2P
  1075. 31:20approved yet. But, in order for me to
  1076. 31:21test it out, I need to change the
  1077. 31:22assigned to user. So, I'm going to click
  1078. 31:24off for Edward and add myself because
  1079. 31:26I'm already here, and I know I can test
  1080. 31:27it out with myself. Click save, click
  1081. 31:29save again, and let's see if it works.
  1082. 31:32We're going to go and refresh the page.
  1083. 31:34We're going to scroll down here and fill
  1084. 31:36this form out once again. All the same
  1085. 31:39information, totally fine, doesn't
  1086. 31:40matter, and we're just going to click a
  1087. 31:42bunch of different services here. We can
  1088. 31:44also put a message. I put I want a quote
  1089. 31:47on a retaining wall. We're going to
  1090. 31:48submit the request, and let's see if it
  1091. 31:50actually worked. Let's see if I get a
  1092. 31:52notification from my phone, and I did.
  1093. 31:54That was super, super fast, guys. I will
  1094. 31:57even take a screenshot of this and put
  1095. 31:59it up on the screen for you so that you
  1096. 32:00guys can see exactly what I'm seeing.
  1097. 32:03And here it is. It says Dominic Baptist
  1098. 32:05just signed up on the website, and they
  1099. 32:06would like landscape bed maintenance,
  1100. 32:09fertilization, weed control, fall
  1101. 32:11aeration. And there you go, that is how
  1102. 32:12we created the entire website from
  1103. 32:14scratch using their current site. Copied
  1104. 32:16the whole thing, copied their form, then
  1105. 32:18connected their form to our CRM, and
  1106. 32:21then connected that to the lead
  1107. 32:22connector app, which by the way, they
  1108. 32:24are going to need to download. So, let
  1109. 32:25me show you that real quick. Let's hop
  1110. 32:26on back out, go to the launchpad area
  1111. 32:29right here, and they need to download
  1112. 32:30the mobile app, whether they have
  1113. 32:32Samsung and have to go to the Google
  1114. 32:33Play Store, or they have an iPhone like
  1115. 32:35me, and they have to go to the App
  1116. 32:36Store. Every single one of your clients
  1117. 32:37should be downloading this app. All of
  1118. 32:39their employees that are using it should
  1119. 32:41be downloading this app and their login
  1120. 32:42information for the app is just their
  1121. 32:44login information for your GoHighLevel
  1122. 32:46account. It's the exact same thing. It's
  1123. 32:48the email they signed up with and
  1124. 32:49whatever password they chose after they
  1125. 32:50signed up or whatever password you
  1126. 32:52created for them. That's all they have
  1127. 32:53to do. Once they're logged in, they can
  1128. 32:55get those notifications on their phone.
  1129. 32:57And yes, when we're approved for A2P, we
  1130. 32:59don't have to send notifications
  1131. 33:00anymore. We can just send direct text
  1132. 33:01messages, which is super nice. But we
  1133. 33:03still have to go through that A2P
  1134. 33:04approval process. So, let me click on
  1135. 33:06settings real quick and I'm going to
  1136. 33:08come down here to phone system. Now, I
  1137. 33:09personally already know the A2P process
  1138. 33:11very well. I've done it many many times.
  1139. 33:14It's constantly changing. It's
  1140. 33:15constantly adapting. How you used to do
  1141. 33:17it back in 2023 is vastly different than
  1142. 33:192024 and how you did it in 2024 is
  1143. 33:21different than 2025 and as of a few
  1144. 33:23months ago, it's now even different from
  1145. 33:25then. Don't get discouraged. I'm going
  1146. 33:26to make videos on this. I think I'm
  1147. 33:28actually doing three or four A2P
  1148. 33:29approval videos
  1149. 33:30back-to-back-to-back-to-back because I
  1150. 33:32have a bunch of different clients that
  1151. 33:33I'm trying to get set up and I'm going
  1152. 33:34to film the whole thing. And I bet you
  1153. 33:35on multiple of them that I get rejected.
  1154. 33:37It's very normal to get rejected. It's
  1155. 33:39actually normal to get rejected multiple
  1156. 33:40times. A2P is now using AI to go through
  1157. 33:42the entire website. So, it's very
  1158. 33:44fine-tuned. However, GoHighLevel is
  1159. 33:46doing a pretty good job of making sure
  1160. 33:48that everything is done for us anyway,
  1161. 33:49but no matter what, there's some stuff
  1162. 33:51that you have to get from the client and
  1163. 33:52that's why I'm talking about this right
  1164. 33:53now. We're going to go over to trust
  1165. 33:55center and we're going to go to start
  1166. 33:56registration. If you guys don't know
  1167. 33:58what A2P even is, let me give you a
  1168. 33:59quick rundown. Basically, if you're in
  1169. 34:01the United States and a lot of other
  1170. 34:03places in the world, you need get
  1171. 34:05something in order to send automated
  1172. 34:07text messages to phone numbers. You now
  1173. 34:09have to get something called A2P
  1174. 34:10approval. It's basically a regulation
  1175. 34:13and an approval process that states,
  1176. 34:15number one, you're a real company that
  1177. 34:17has a real service or an actual reason
  1178. 34:19to text message someone and then number
  1179. 34:21two, that you're not going to be sending
  1180. 34:22out a bunch of spam text to random
  1181. 34:24people. That's all it's doing. That's
  1182. 34:25all it wants to know, but the process
  1183. 34:27can be a little annoying. So, you would
  1184. 34:29click on start registration right here
  1185. 34:30and this is what we would want to get
  1186. 34:32from the customer. We want their EIN
  1187. 34:35number. It is almost impossible to get
  1188. 34:37approved for A2P if you do not have a
  1189. 34:39legal company. It's so easy to get an
  1190. 34:41EIN if you don't have one, if you want
  1191. 34:43one for your own business. I actually
  1192. 34:44have a course called Business 101 where
  1193. 34:46I show you how to get your own EIN in
  1194. 34:48under 30 minutes. Super easy, anyone can
  1195. 34:50do it and it costs under $200 to get one
  1196. 34:52and you will have a legal business and
  1197. 34:53an EIN number and you can go use that to
  1198. 34:55open a bank account, get approved for
  1199. 34:56A2P or whatever it is that you want to
  1200. 34:58do with that EIN number. say 99.9% of
  1201. 35:01the businesses that you're signing up
  1202. 35:02already have this or they would not be a
  1203. 35:05business. So, we would have to get that
  1204. 35:06EIN number from them and then when we we
  1205. 35:08would press continue. We also need to
  1206. 35:10know their business type. A lot of them
  1207. 35:11are going to be LLCs and then of course
  1208. 35:14their business registration number which
  1209. 35:15is their EIN would go right here. You
  1210. 35:17would select the business industry,
  1211. 35:18their business email and their website
  1212. 35:20URL which is already put in here. It's
  1213. 35:22also important to know that their
  1214. 35:23website needs to be 100% transferred
  1215. 35:25over to your GoHighLevel account in
  1216. 35:26order to do this unless they're keeping
  1217. 35:28their current site. totally fine. But
  1218. 35:30you are not going to get approved if you
  1219. 35:32don't follow a lot of the guidelines
  1220. 35:34that have to go on their site. That's
  1221. 35:35why it's pretty important for us to get
  1222. 35:37control of their website. I'm not saying
  1223. 35:39full control of their domain and their
  1224. 35:40DNS records. I just mean their website
  1225. 35:42in general. We want to have their
  1226. 35:43website built on GHL because then we can
  1227. 35:45change everything we need to change in
  1228. 35:47order to get approved for A2P. I'm
  1229. 35:48telling you it's just going to be so
  1230. 35:49much easier. If you're going back and
  1231. 35:51forth with their web designer, it's
  1232. 35:52going to be a little bit harder. It's
  1233. 35:53not impossible by any means but you will
  1234. 35:55definitely have to work with them. I've
  1235. 35:56done it in the past. It is possible.
  1236. 35:58Either way, it's always better if it's
  1237. 35:59on GHL guys. And if you don't know how
  1238. 36:01to do that, let me show you really
  1239. 36:02quick. So, because we built it on AI
  1240. 36:04Studio, I'm going to go over to AI
  1241. 36:05Studio. I'm going to click on my
  1242. 36:06projects and we're going to click on the
  1243. 36:08Wellman's project right here. When I go
  1244. 36:10over to publish, notice how it says add
  1245. 36:12a custom domain. Well, I can click add a
  1246. 36:14custom domain and then I would just add
  1247. 36:16the domain right here.
  1248. 36:17wellmanslawncare.com,
  1249. 36:19click continue and it's not going to
  1250. 36:20work because obviously their domain is
  1251. 36:22set up somewhere else and it's going to
  1252. 36:24tell you to set up these two DNS
  1253. 36:26records. So, this is where I have to go
  1254. 36:28back to Chris, the owner of the company,
  1255. 36:30and I have to say, "Hey, are you using
  1256. 36:31GoDaddy or Cloudflare?" I already know
  1257. 36:32he's using GoDaddy, he told me already,
  1258. 36:34and I would say, "Hey, I'll just do it
  1259. 36:35with you, whatever you want to do, or
  1260. 36:36you can give me access to manage it. I
  1261. 36:38need to change your DNS records so that
  1262. 36:40we can disconnect it from your current
  1263. 36:41website into our new AI Vibe Coded
  1264. 36:43website." He's going to obviously say
  1265. 36:45yes. This takes literally 2 minutes.
  1266. 36:46Copy, paste, copy, paste, we're done. I
  1267. 36:48will show you guys how I do all of that,
  1268. 36:50it's fine. And then, of course, we're
  1269. 36:51going to delete his old connections as
  1270. 36:53well. You have to do that, or this won't
  1271. 36:55work. So, deleting his old connections
  1272. 36:56from GoDaddy, adding the new ones, boom,
  1273. 36:58done. And then, when you type in
  1274. 36:59www.wellmanslawncare.com,
  1275. 37:01it will connect to the brand new site
  1276. 37:02that we just built, which is going to
  1277. 37:04make it so much easier for the next
  1278. 37:05process, which is the A2P approval, so
  1279. 37:07we can get that phone number up and
  1280. 37:08running. Now, are there things you can
  1281. 37:09do without getting A2P approved? Yes,
  1282. 37:11you can still do certain things. We can
  1283. 37:13have an AI chatbot actually work and
  1284. 37:15function without an A2P approved number.
  1285. 37:16And don't worry, I'm going to show you
  1286. 37:18guys how to do all of that as well. I'm
  1287. 37:19actually probably going to film that
  1288. 37:20video right after this one, because a
  1289. 37:22lot of you watching might want to get
  1290. 37:24someone up and running day one and not
  1291. 37:26have to wait for A2P approval. And like
  1292. 37:27I said, it is possible with an AI
  1293. 37:29chatbot. You can do that with a chat
  1294. 37:30widget, as long as you know how to train
  1295. 37:32the chatbot correctly. It's a pretty
  1296. 37:33good work-around for A2P, but does it
  1297. 37:35solve every single problem? Absolutely
  1298. 37:37not. A2P approved numbers are still the
  1299. 37:38best way to run automation, and they're
  1300. 37:40very sticky. If I get him approved for
  1301. 37:42A2P, it's going to be very difficult for
  1302. 37:44him to leave me, because he's going to
  1303. 37:45have to go through the entire process
  1304. 37:46again with someone else, and he's not
  1305. 37:48going to want to do that. That's why I'm
  1306. 37:49telling you guys, learn A2P approval,
  1307. 37:51get people set up. There is nothing
  1308. 37:52stickier in the entire world in any
  1309. 37:54service-based industry at all than
  1310. 37:56telecommunication. No one wants to get
  1311. 37:58rid of their phone number, no one wants
  1312. 37:59to switch plans, no one wants to get rid
  1313. 38:01of their internet. These are all things
  1314. 38:02that they just don't want to get rid of,
  1315. 38:03because it feels annoying to shift
  1316. 38:05somewhere else. And 95% of the
  1317. 38:06businesses that I'm working with do not
  1318. 38:08have text messaging numbers, because
  1319. 38:09they're not approved for A2P anyway. So,
  1320. 38:11for that reason, I'm setting them up
  1321. 38:12originally, and I'm not actually
  1322. 38:13shifting them anywhere. But if they want
  1323. 38:14to shift later, it's going to be really
  1324. 38:16hard, and therefore, they're probably
  1325. 38:17just going to stay with me. Boom, we're
  1326. 38:18good. That is how you reduce churn. All
  1327. 38:20right, guys, so far in this video we've
  1328. 38:22accomplished a lot and I feel
  1329. 38:24comfortable going back to him, showing
  1330. 38:26him everything that we built, sitting
  1331. 38:27down with him, and going over the A2P
  1332. 38:29process, so we can get him a working
  1333. 38:31phone number. However, we're not showing
  1334. 38:32him the demo site with all the links
  1335. 38:34that we can click, and then of course
  1336. 38:35showing him the new upgraded form. I
  1337. 38:37also have to add him to the account. I
  1338. 38:39have to get him the Lead Connector app.
  1339. 38:40I have to get him to sign in, and I also
  1340. 38:42want his entire contact list, so I have
  1341. 38:44to go get that. I want his integrations,
  1342. 38:46so I'm going to sit down with him there
  1343. 38:47and try to record that for you guys, get
  1344. 38:49all the integrations completely set up
  1345. 38:51for him. I might actually just do this
  1346. 38:52over a Zoom call, so we can record the
  1347. 38:54screen. But honestly, the contact and
  1348. 38:55integration stuff is super easy, so I'm
  1349. 38:57not too worried about that. And I want
  1350. 38:58to set him up for Google Local Service
  1351. 39:01Ads. That's going to be a completely
  1352. 39:02different video and I want to do a
  1353. 39:03follow-up with him later, like 2 weeks,
  1354. 39:053 weeks, maybe a month later, and talk
  1355. 39:07to him about the lead generation. I want
  1356. 39:08to see if it's actually working and see
  1357. 39:10if he's getting a return on his
  1358. 39:11investment, cuz I think this is just
  1359. 39:12going to be a really cool, kind of like
  1360. 39:14a case study for YouTube, because
  1361. 39:15there's nothing saying that it's set in
  1362. 39:16stone that he's going to do amazing on
  1363. 39:18Google LSAs. I personally had a lot of
  1364. 39:20luck with them in his exact field, in
  1365. 39:22his exact hometown. So, I'll be honest,
  1366. 39:24guys, I have high hopes for this. But
  1367. 39:26either way, I'm going to film every
  1368. 39:27single thing, just like I did in this
  1369. 39:29video. Hopefully, this made sense for
  1370. 39:31you guys. This was just step one of the
  1371. 39:33onboarding process. We have a lot more
  1372. 39:36to do, but honestly, we could get him
  1373. 39:38entirely onboarded in a single day. And
  1374. 39:40then you can build SOPs for this, you
  1375. 39:42can hire this out, and you can start
  1376. 39:43learning how to just build out a system
  1377. 39:45that you can repeat over and over again,
  1378. 39:47because nothing I'm doing here is that
  1379. 39:49difficult at all. Yeah, the A2P process
  1380. 39:50is annoying, but once that's done, it's
  1381. 39:52done forever. And you can charge $97 to
  1382. 39:54$300 a month for what I'm doing right
  1383. 39:56here, and you can charge $500 a month if
  1384. 39:58you add LSAs or Facebook Ads, which once
  1385. 39:59again, I'm going to be breaking down.
  1386. 40:01But either way, this video is long
  1387. 40:02enough. We got a lot done in the
  1388. 40:04beginning onboarding process. I'm very
  1389. 40:06happy with how this turned out. I'm very
  1390. 40:07happy with the AI Studio website. Very
  1391. 40:09happy that the form worked the first
  1392. 40:11try, and I think you guys learned a lot
  1393. 40:12on how to get started when onboarding a
  1394. 40:15client. And if you appreciated this
  1395. 40:16video, make sure to leave a thumbs up.
  1396. 40:18Make sure to subscribe if you haven't.
  1397. 40:20I'm posting every single day on YouTube.
  1398. 40:22And if you didn't believe me, then check
  1399. 40:23it out. Every single day. I have not
  1400. 40:25missed a day in I think 35 days in a row
  1401. 40:28or 38 days in a row. We have not missed
  1402. 40:30a single day. Super cool. I'm going to
  1403. 40:32keep going. Maybe we can hit 100 days in
  1404. 40:34a row. Don't hold me to that, please.
  1405. 40:35But either way, the numbers are
  1406. 40:36crushing. Everything's looking amazing.
  1407. 40:38I'm filming so much real-life content.
  1408. 40:40This is another real-life content,
  1409. 40:42real-life moment, real-life client. you
  1410. 40:44join my affiliate program, you get some
  1411. 40:46of the best bonuses you could ever
  1412. 40:48imagine. I'm going to list all those
  1413. 40:49bonuses in a second. But one of the
  1414. 40:51things that I'm trying to do with this
  1415. 40:52is not just show you a real-life
  1416. 40:54situation where I get a client. I want
  1417. 40:56to start giving these clients away to my
  1418. 40:58affiliates. I want to set them up, show
  1419. 41:00how I set them up online, film for them
  1420. 41:02for free, which is what I did today and
  1421. 41:03yesterday for this exact client. And
  1422. 41:05then I want to give that client away
  1423. 41:07when it's completely set up, A2P
  1424. 41:08approved, all that stuff is done. I want
  1425. 41:10to be able to give those clients away to
  1426. 41:12my affiliates who have shown loyalty to
  1427. 41:13my affiliate program, who have been with
  1428. 41:15me, who are also showing talent in
  1429. 41:16GoHighLevel, and proof that they can
  1430. 41:18handle a client. But let's be honest,
  1431. 41:20I'm doing all the onboarding and all the
  1432. 41:21hard work anyway. So it's not like you
  1433. 41:23have to do too much. You're basically
  1434. 41:24just customer support at that point. But
  1435. 41:25either way, that's my goal. It's very
  1436. 41:27difficult to pull off, but I think I'm
  1437. 41:28going to be able to do it. And I've got
  1438. 41:29three or four different clients in the
  1439. 41:31pipeline right now ready to go. And that
  1440. 41:33number's just going to keep increasing
  1441. 41:34over and over and over again. I'm really
  1442. 41:36building out a system for this. So if
  1443. 41:37you're not my affiliate, you should
  1444. 41:39probably become my affiliate. There's no
  1445. 41:40other affiliate program out there doing
  1446. 41:42anything like this. And if you don't
  1447. 41:43believe me, well, I will list all my
  1448. 41:45bonuses right now. All right, guys. For
  1449. 41:47anyone who stuck around till the end, if
  1450. 41:48you want to become an affiliate of mine,
  1451. 41:50click the link in the description below,
  1452. 41:51and you will get access to all of this.
  1453. 41:53Everything that I've ever built, plus
  1454. 41:55everything that Declan O'Reilly has ever
  1455. 41:57built. It is all right here in the
  1456. 41:58HighLevel AI SaaS Lab. We've got the
  1457. 42:00beginner videos for anyone who's brand
  1458. 42:02new to GoHighLevel, which is a lot of
  1459. 42:04you guys watching. We've got the videos
  1460. 42:05that teach you how to master GoHighLevel
  1461. 42:06the right way. We've got videos on how
  1462. 42:08to get clients, which seems to be one
  1463. 42:10one more difficult things that
  1464. 42:11GoHighLevelers have to do when they
  1465. 42:12first get started. But after watching
  1466. 42:14these videos and really getting into it,
  1467. 42:16I promise it becomes so much easier. We
  1468. 42:18even teach you how to build systems that
  1469. 42:20get you clients. On top of that, you get
  1470. 42:21a ton of snapshots. Pretty much any
  1471. 42:23snapshot that you could ever want, we've
  1472. 42:25got right in here with multiple niches,
  1473. 42:27multiple industries. There's no other
  1474. 42:28community doing it like this. Scroll
  1475. 42:30down a little bit more, we've got
  1476. 42:31fulfillment and offers, which is another
  1477. 42:33aspect of GHL that agencies struggle
  1478. 42:35with is what do you offer and how do you
  1479. 42:36fulfill it? After that, we've got sales
  1480. 42:38scripts, we've got AI prompts, which
  1481. 42:40means you can just take the prompts that
  1482. 42:41we already built and put them into your
  1483. 42:43AI chatbots. Absolutely insane. At this
  1484. 42:45point, I don't even know what you guys
  1485. 42:46are doing. Our affiliate membership is
  1486. 42:48doing all the heavy lifting for you.
  1487. 42:49We've got high-level certification if
  1488. 42:51you want to be an expert. We've got
  1489. 42:52agency snapshots for your agency. We've
  1490. 42:54got the white-labeled onboarding videos,
  1491. 42:56which is of course where I'm putting my
  1492. 42:57video. So, you'll be able to come in
  1493. 42:59here and download any version of the
  1494. 43:00white-label video, and then you can take
  1495. 43:02those videos and use them as promos for
  1496. 43:04your agency. If we scroll down even
  1497. 43:05more, we've got premium snapshots,
  1498. 43:07scaling AI SaaS, AI mastery for people
  1499. 43:10who want to really specify on AI, which
  1500. 43:12by the way is very smart. And then we've
  1501. 43:13got a few amazing things coming soon.
  1502. 43:15We've got AI SEO and your first 10
  1503. 43:17clients playbook. Really cool, we've got
  1504. 43:19Q&As, we've got live calls all the time.
  1505. 43:21We've got full-time support, everything
  1506. 43:23that you need is right here. And you can
  1507. 43:25only get all of this if you're an
  1508. 43:27affiliate, so check the link in the
  1509. 43:28description below. You're also going to
  1510. 43:29get access to all of my courses, they
  1511. 43:31will be in here. Very exciting stuff for
  1512. 43:33the future. I'm glad I finally partnered
  1513. 43:35with another affiliate because it allows
  1514. 43:37me to provide even more value than I
  1515. 43:38have before. And there you go. That's
  1516. 43:40everything you get when you use Dominic
  1517. 43:41Baptist as your affiliate, guys. I was
  1518. 43:43the number one affiliate in the world in
  1519. 43:442022, the number one affiliate in the
  1520. 43:46world in 2023. Yes, I took a little bit
  1521. 43:48of a break, but now I'm back and I'm
  1522. 43:49going to be the number one affiliate in
  1523. 43:51the world in 2027. You heard it here
  1524. 43:53first, folks. So, let's get this thing
  1525. 43:54rolling. I can't wait to see you guys
  1526. 43:56inside of AI Studio. I can't wait to see
  1527. 43:57you guys inside of GoHighLevel, and most
  1528. 43:59importantly, I can't wait to see you
  1529. 44:00guys in the next video tomorrow. Peace
  1530. 44:02out.

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