Watch me Onboard a Real GoHighLevel SaaS Client Using AI Studio (Full Tutorial) — Transcript
Full transcript
- 0:00Hey guys, what is up? It is Dominick and
- 0:01in this video we're going to be talking
- 0:03about GoHighLevel, of course, but more
- 0:05specifically I'm going to be truly
- 0:07onboarding a client. This is going to
- 0:09take a few different videos because
- 0:11we're doing multiple different services,
- 0:13but the first one is the basics. The
- 0:16actual onboarding process from creating
- 0:18the sub-account, going through the
- 0:19entire AI Studio website design, how to
- 0:21edit that website because I get that
- 0:22question all the time. That means
- 0:24eventually we're going to be connecting
- 0:25it to his domain when it's fully ready
- 0:27to go. It means connecting it to the
- 0:28business owner's form, creating the
- 0:30form, and then connecting that to the
- 0:31automation. We're going to break down
- 0:32A2P approval and everything that this
- 0:34client wants. Like I said, this is going
- 0:36to be multiple different videos. This
- 0:38one is specifically on the AI Studio
- 0:40website and it's a very good example
- 0:42because number one, we've already done
- 0:44it. And number two, his website was
- 0:45already really good. So, this is a
- 0:46perfect example of taking a client's
- 0:48website that's already good, maybe
- 0:49didn't need to be changed that much, and
- 0:51having it completely copied onto AI
- 0:54Studio Vibe coded in like 10 minutes and
- 0:56then connected to GoHighLevel CRM. I'm
- 0:58going to be breaking down the pain
- 0:59points having, how we can fix those, and
- 1:01you're truly going to see the entire
- 1:03onboarding process of a client from
- 1:05start to finish. Not only that, you can
- 1:07watch the video of me closing this
- 1:09client in real life. I actually filmed
- 1:12for them yesterday and a little bit
- 1:13today. I will throw up some videos of
- 1:15that. I will be editing that video and
- 1:16showing you guys how I edit that video
- 1:18as well. So, I am genuinely leaving
- 1:20nothing off the table. You guys get to
- 1:22see everything, literally everything.
- 1:24That is not easy for me to do. I have to
- 1:26get permission from the client. I have
- 1:27to film literally every angle of
- 1:29everything. I mean goodness, guys, I
- 1:31filmed myself filming the video. That's
- 1:33how in-depth I'm going. You're basically
- 1:35with me from start to finish with this
- 1:37entire client. That's why it's very
- 1:38important to go watch my other videos on
- 1:40this client if you haven't already, so
- 1:41you fully understand what we're doing in
- 1:43this video. But, if you guys have no
- 1:45idea which client I'm talking about, let
- 1:46me show you really quick. In one of my
- 1:47most recent videos we took Wellman's
- 1:50Lawn Care, a company that's been around
- 1:51for over 15 years. We took their lawn
- 1:54care website, pasted it into AI Studio,
- 1:56and copied the entire thing. We even
- 1:57updated a little bit. In my opinion, we
- 1:59made it better. We made the form better.
- 2:01We did a lot of cool things to this
- 2:03website, but ultimately that was not the
- 2:05point of the video and that's not the
- 2:06point of our service. The website is
- 2:08just the base. We want to take the form
- 2:11page, which is this, and we want to set
- 2:13that up with automation. So, that is one
- 2:15of the main things that we're going to
- 2:16be doing in this onboarding video
- 2:17because the owner of this website and
- 2:19the owner of this company basically said
- 2:21he has no control over his form. He
- 2:23doesn't even truly know what happens
- 2:24when someone fills it out. And I've told
- 2:26you guys this many times. Even companies
- 2:27that have been around for 15 years still
- 2:29don't understand how automation works in
- 2:32the back end. They hire someone else to
- 2:33do it and then they never look at it
- 2:35again. So, that's why it's very
- 2:36important for people like us to come in
- 2:37with GoHighLevel and set this up at the
- 2:39right way. So, without wasting any more
- 2:40time, let's get straight into the video.
- 2:42How do we truly onboard Wellman's Lawn
- 2:44Care? Well, the first thing that we're
- 2:45going to do is add their sub account.
- 2:46We're going to create it from scratch.
- 2:48If you do not know how to add a sub
- 2:49account, you go to the agency view. So,
- 2:51your dashboard should look like this and
- 2:52then you go to sub accounts right here
- 2:54and we're going to click on create new
- 2:56sub account up here at the top right. We
- 2:57have two options up here. We have SaaS
- 2:59account and regular account. A lot of
- 3:00you watching might not have two options.
- 3:02This basically depends if you're on the
- 3:03497 SaaS Pro plan like me. I always tell
- 3:06people to start with regular account and
- 3:08if you want to switch them over to SaaS,
- 3:09you can do that after they're already
- 3:11built. But, whenever you're building a
- 3:12sub account for a customer and they
- 3:13haven't paid yet, I always tell people
- 3:15start with regular account, build it and
- 3:17then collect payment information if you
- 3:18want to switch them over to SaaS or just
- 3:20collect payment information whenever you
- 3:21want on a regular account. It doesn't
- 3:23really matter. We will cover that part
- 3:24as well. Right now, let's click regular
- 3:26and we will not be using any snapshot
- 3:28for this because we don't have to. So,
- 3:30we're going to click select and
- 3:30continue. There are two different ways
- 3:32to do this. We can either click add
- 3:33manually and add all the information
- 3:35manually about the business and the
- 3:36business owner or if they're on Google,
- 3:38we can find them right here. So, let me
- 3:40check if they're on Google real quick
- 3:41and check it out. They are right here in
- 3:43Springfield, Illinois. We're going to
- 3:44click here. This is them. This is their
- 3:46location. Click it. It's going to put in
- 3:48as much information as it can. It put in
- 3:50the address here, business phone line.
- 3:53We still need to do the first, last
- 3:54name, and email. So, let's put that in
- 3:56right quick. These are all things that
- 3:58you can change, by the way. Sometimes I
- 3:59just put in my own information and then
- 4:01change it later. We're going to cover
- 4:02all of that in this video or the next.
- 4:04But, for right now, I will put his
- 4:06information in here. So, I'm just going
- 4:07to fill all that in and then skip ahead.
- 4:09Once you fill in all of that
- 4:10information, we're going to scroll down
- 4:12here and we have this is my client's
- 4:14account or this is my own account. We're
- 4:16going to do this is my client's account.
- 4:17We do not need to include sample data,
- 4:19that's fine. And then we're going to
- 4:20click add sub account. And that's it.
- 4:21That's all you have to do to add a brand
- 4:23new sub account to your GoHighLevel
- 4:25agency. Now, we're going to click on
- 4:26switch to sub account real quick. And
- 4:28this is where all the true onboarding
- 4:31occurs. So, if I wanted to add Chris
- 4:33Wellman as a user under this account,
- 4:36there's a few different things that I
- 4:37would do. So, I can just go to settings
- 4:39right here. I can go to my staff. I can
- 4:41click on add user and then I could add
- 4:43in all of his personal information right
- 4:46here, including his password. On top of
- 4:48that, I can go to his roles and
- 4:49permissions and I can add in all the
- 4:51roles and permissions, too. Most of the
- 4:53stuff in here, he's not even going to be
- 4:54using. And let's be honest, guys, he has
- 4:56a front desk person to handle a lot of
- 4:58this for him. That's who I'm truly going
- 5:00to be adding to this. I'm also going to
- 5:01be adding some of the employees. So,
- 5:02when we get to that point and I sit down
- 5:04with him and go over all the employees,
- 5:06all their information, what they get,
- 5:08and what they don't get, then this part
- 5:09is going to be a lot easier. But, we
- 5:10haven't gone over that yet. So, for
- 5:12right now, we're going to skip the my
- 5:13staff section. Another really important
- 5:16part of the onboarding process is going
- 5:17to be under integrations. This is
- 5:19another thing that I'm going to do with
- 5:20him, but I will show you guys when we do
- 5:22it. It's very simple, though. There are
- 5:23a few different integrations that he is
- 5:25going to want to add into his account.
- 5:27This is one of the first steps that you
- 5:28should do when onboarding a client. So,
- 5:30if he uses Google Calendar, we're going
- 5:31to add that. His Google My Business
- 5:33account, of course, we're going to add
- 5:34that. All of his reviews will be
- 5:36integrated. His Facebook account, we're
- 5:37going to add that. His Facebook ad
- 5:39account, we're going to add that. His
- 5:40Google ad account, we're definitely
- 5:41adding that. That would be right here,
- 5:43Google Lead Ads. His QuickBooks, we can
- 5:44add that, but it's not really going to
- 5:45do much. LinkedIn, we can add, it's not
- 5:47going to do much either. Basically, what
- 5:48we're trying to do is we're trying to
- 5:50confine everything that he's doing in
- 5:52one place. We're trying to streamline
- 5:54his operations. He's got a lot going on,
- 5:56and we want to fix that. So, we're only
- 5:57doing like three or four features max,
- 5:59especially in the onboarding process.
- 6:01And you're going to see a lot of those
- 6:02features being set up today. So, once we
- 6:05have the integrations, I'm going to sit
- 6:06down with him and go over some of those.
- 6:08I basically need his login information
- 6:09in order to do that. Or the smarter and
- 6:11easier method is just to add him as a
- 6:13staff member, of course, over here,
- 6:15which is what we were just doing. And
- 6:16once he's added as a staff member, he
- 6:17would just log into his own account on
- 6:19his own laptop, his own computer, and
- 6:20then he would have full access to
- 6:22integrate everything himself. I would
- 6:23walk him through that. I can do it on a
- 6:24Zoom call, or I can just do it in
- 6:26person. Super easy. I would rather do
- 6:28that method than having him send me all
- 6:29of his username and password
- 6:30information. Some clients are kind of
- 6:32weird about that, and rightfully so. So,
- 6:33that's how I would fix that issue. While
- 6:36I'm in the settings tab, I'm going to go
- 6:37over here to labs, and I'm going to turn
- 6:39on a few different things. The first
- 6:40thing that I'm going to turn on, no
- 6:42matter what, is anything to do with Ask
- 6:44AI. Ask AI is going to make our life as
- 6:46the agency owner so much better. And
- 6:48also, anyone who's running this account
- 6:50for him, whether it's the front desk
- 6:52person, one of his employees, or even if
- 6:54it's the business owner themselves,
- 6:55having Ask AI is just a really, really
- 6:57good feature. If you don't know what Ask
- 6:58AI is, go watch my video on it.
- 7:00Basically, it's like ChatGPT, but for
- 7:01GoHighLevel, and it can do almost
- 7:03anything that you want it to do. So,
- 7:04we're going to click on Ask AI voice,
- 7:05and then we're going to keep scrolling
- 7:06until we find AI studio. If this is not
- 7:09fully active by the time you're watching
- 7:10this video, it's in 7 days, then you're
- 7:12going to want to turn this on.
- 7:14Definitely need it for this situation.
- 7:16We're building the entire website
- 7:17through AI studio. Now, we're going to
- 7:18scroll down even more and see if there's
- 7:19anything else in here. There we go, Ask
- 7:22AI itself. We're going to turn that on.
- 7:23That is live in 24 days, so we
- 7:25definitely need to turn that on. We have
- 7:26the voice AI prompt builder. We can turn
- 7:28this on for now. And guys, these are all
- 7:30live in 12 days, 4 days, 24 days. So, in
- 7:33a month from now, all this stuff will
- 7:35just be in the account anyway. We're
- 7:36basically just getting early access to
- 7:38it. Email AI, we can do that. We can
- 7:39turn that on as well. Chat widget
- 7:41performance improvements, we'll turn
- 7:42that on. And then we have a funnel AI
- 7:44and website AI. We can turn that on even
- 7:46though we're using AI studio. Live in
- 7:48214 days. That's absolutely insane. Why
- 7:51is that even a thing? We're just going
- 7:52to skip that. Keep scrolling and there
- 7:54we go. Once these are live, we can go
- 7:56back and make sure that we can see them
- 7:58in the account. So, click go back and
- 8:00there it is. We've got AI studio right
- 8:01here. We've got Ask AI right here. We
- 8:03can basically ask it anything that we
- 8:05want. We will probably be using this in
- 8:07this video or the next video, especially
- 8:09for the onboarding process. says we will
- 8:10be using Ask AI because it's going to
- 8:12build the calendars for us, the
- 8:13service-based calendars. It can connect
- 8:15everything that we need it to connect.
- 8:16It can even send text messages to
- 8:18customers. Which reminds me, something
- 8:19that we definitely need to do, and I
- 8:21need to go to this client and ask him
- 8:23this immediately, is we need to add all
- 8:25of his contacts. So, once I get all of
- 8:27his contacts, we're going to do that,
- 8:28too. Don't worry, I'm going to show you
- 8:29guys absolutely everything that we do.
- 8:31And when we add his contacts, we can
- 8:32actually do that through Ask AI, which
- 8:34is insane. So, let's say he had like 500
- 8:37contacts, or in this example, let's say
- 8:38he had like 5,000. basically take all of
- 8:41his contacts, upload it to ChatGPT, have
- 8:43ChatGPT structure the entire thing out
- 8:45perfectly with name, number, email,
- 8:47phone number, whatever it is. And then
- 8:48we can paste that right here into Ask
- 8:50AI, and it will set up everything for
- 8:53us. So, then we can go to contacts,
- 8:55which is right here to the left, and
- 8:56this will be filled with all of his
- 8:58contacts from the last 15 years that
- 9:00he's hopefully built up. Now, why is
- 9:02that important? Well, we can now send
- 9:05text messages and emails to those
- 9:07contacts. We can ask for Google reviews.
- 9:09We can literally ask for Google reviews
- 9:10day one because I'm assuming if he has
- 9:12them in his contact list, he's probably
- 9:13done work for them in the past. So, we
- 9:15can basically set all of that up, which
- 9:16is super cool. All things that, yes, I
- 9:18will be showing you guys how to do on my
- 9:20YouTube channel. But for right now, this
- 9:22is still not what we're going to be
- 9:23doing for this video. We are basically
- 9:25building the base out, which is going to
- 9:27be the AI studio website, connecting
- 9:29that to the forms in the CRM, and then
- 9:30making sure we're in perfect condition
- 9:32to go through the A2P approval process,
- 9:34which, yes, is a pain, but I'm going to
- 9:36be doing that with him. And I'm going to
- 9:38try to film that as well. Now, in order
- 9:39to get approved for A2P, there's a
- 9:40couple things that we need to know.
- 9:42We're probably going to go the chat
- 9:43widget approval route. If you guys don't
- 9:45know what I'm talking about, basically
- 9:46when you get approved for A2P to get a
- 9:48working phone number, you have two
- 9:49different routes you can take. You can
- 9:50take the route of building a form that
- 9:52goes on your website and then you have
- 9:54to check box I agree to the terms and
- 9:55conditions, blah blah blah, or you can
- 9:57take the route of a chat widget. Now,
- 9:59the chat widget has nothing to do with
- 10:01the form, but you can still get approved
- 10:02with just having a chat widget. It just
- 10:04has to be an A2P approved chat widget.
- 10:06That is by far the easiest way to get
- 10:07approval as quickly as possible and then
- 10:10you go back in and try to get approved
- 10:12with the form. So, these are all things
- 10:14that we're going to have to fix and go
- 10:15through in order to get approved, but
- 10:17I'm going to take you every step of the
- 10:19way. I'm just letting you know for when
- 10:20you see the website and you go, "Well,
- 10:22Dom, there's a form on that website,
- 10:23which looks like this. Here's the form."
- 10:25I will most likely be taking this form
- 10:26completely off the website, replacing it
- 10:29with a chat widget, and then trying to
- 10:30get approved from there, then putting
- 10:32the form back on the website and
- 10:34submitting another A2P process to get
- 10:36approved again for the form. It's not
- 10:38that difficult. It's just kind of an
- 10:40annoying process, but once it's done,
- 10:41it's done forever, guys. So, bear with
- 10:43me. They want a working text message
- 10:45number and I'm going to do whatever I
- 10:46have to to get them that number. So,
- 10:47let's go back into GoHighLevel real
- 10:49quick and let's immediately start
- 10:51working on the AI Studio website. That's
- 10:53the first thing that we need to do, no
- 10:54matter what. And if you have no idea
- 10:55what I'm talking about, let me click on
- 10:57AI Studio really quick and this is where
- 10:58you can describe anything that you want
- 11:01and it will build it out right here in
- 11:03front of your face in like 10 minutes.
- 11:06I'm talking any website, any funnel, any
- 11:08estimate calculator, any form page,
- 11:10anything you can imagine that can be
- 11:11coded, boom, right here. It's a complete
- 11:14and utter vibe coding system built into
- 11:16GoHighLevel and it changed absolutely
- 11:19everything and every way that we run an
- 11:21agency. It changed the way that
- 11:22businesses are going to run. It changed
- 11:24a lot of stuff, guys. So, you definitely
- 11:25want to learn this, watch my videos on
- 11:27it, or just watch this video and I'm
- 11:29going to show you what we're going to
- 11:30do. The first thing I want to do is I
- 11:31want to just take the website that's
- 11:33already done, which is this one right
- 11:34here. I want to copy the URL at the top,
- 11:38and I want to paste it right here. And
- 11:40I'm going to say, "Recreate this exactly
- 11:43the way it is." Fun fact, AI Studio
- 11:46actually created this already. And if
- 11:48you guys are wondering about that, I
- 11:49have a video showing how I did that, and
- 11:51it was super easy. I went to Wellman's
- 11:53official website, which looks like this,
- 11:55and basically I took this website,
- 11:57copied the URL, and pasted it into AI
- 11:59Studio, like I just did 5 seconds ago,
- 12:02and it recreated the entire website.
- 12:04Well, not the entire website. There's a
- 12:06couple things it didn't do. Notice how
- 12:08there are a ton of different links that
- 12:10you can click. So, if I click on
- 12:11landscaping services, it takes me to a
- 12:13completely separate page. And for that
- 12:16reason, I need to copy that URL as well,
- 12:19and then paste that into AI Studio, and
- 12:21I have to do this for every single one.
- 12:23If I want to have that many pages on the
- 12:25website, it's fine if that's what they
- 12:26want. It doesn't take that long. It's
- 12:28not hard to do. You're honestly not
- 12:29doing anything. AI is doing all the work
- 12:31for you anyway. But, we would just take
- 12:32each page that it has on the website,
- 12:34copy the URL, paste it into AI Studio
- 12:37over here, and it would create all of
- 12:39those clickable pages until you have
- 12:41every single page basically exactly
- 12:43copied from the original website. And
- 12:45that, my friends, is how you copy a
- 12:46website that probably cost thousands of
- 12:48dollars to build 10 years ago, and in
- 12:50under 20 minutes replicate the entire
- 12:53thing on GoHighLevel AI Studio without
- 12:55lifting a finger. Absolutely insane. I'm
- 12:57going to let this thing load, and I will
- 12:59meet back up with you when it is done in
- 13:01like 5 minutes. It's actually building
- 13:02it pretty fast right now. It might be
- 13:04like 3 or 4 minutes. Either way, I will
- 13:05see you when it's done. All right, guys,
- 13:06and it did it in about 3 minutes. This
- 13:08is one of the faster times I've seen it
- 13:10do this. I think it was so quick because
- 13:12it was coding something that it had
- 13:13already coded before. So, who knows?
- 13:15That's the first time I've ever actually
- 13:16copied a vibe-coded website instead of
- 13:19just copying a third-party website,
- 13:20which is what I usually do. So, you're
- 13:21going to click publish up here at the
- 13:23top. Once it's published and ready to
- 13:24go, you can and the site over here to
- 13:25the left. And there we go. This looks
- 13:27extremely similar. And one of the things
- 13:29that we want to do is we want to test
- 13:30out everything. I mean, we should be
- 13:32testing out every single link. So, lawn
- 13:34care programs, let's click on that.
- 13:36Notice how nothing happens. Landscaping
- 13:38service, nothing happens. Contact us.
- 13:40Now, that does work. It goes down to the
- 13:41contact us page. That's perfectly fine.
- 13:43I might actually get rid of this like
- 13:45Facebook page over here. I don't
- 13:46necessarily need it and it kind of just
- 13:48gets in the way of the form. So, for
- 13:49that reason, we have some stuff to do. I
- 13:52bet you these don't work either. Our
- 13:54blog top, yeah, that doesn't go
- 13:56anywhere. Employment doesn't really go
- 13:57anywhere and pay my bill does not go
- 13:59anywhere. So, in order to fix all of
- 14:01these things, it's very simple. Let me
- 14:03show you what you do. Basically, we're
- 14:04going to go back to the actual website,
- 14:06the official Wellman's Lawn Care
- 14:08website, and we're going to go to each
- 14:10URL. So, lawn care programs, and then
- 14:12we're going to copy the URL up here, and
- 14:14then we're going to go back into GHL.
- 14:15We're going to paste that right here and
- 14:17say, "Connect this to lawn care
- 14:21programs." And then we're going to do
- 14:22this again and again and again. Next one
- 14:24is landscaping services. Copy right
- 14:26here. Go back into AI Studio. Connect
- 14:29this to landscaping services. Actually,
- 14:33reword it this way. Say, "Recreate these
- 14:35URLs and copy them exactly the way they
- 14:37are on the original site and then
- 14:39connect them to the corresponding
- 14:40buttons or text." The way that I had it
- 14:41before, it would just basically take the
- 14:44link of the other website and then it
- 14:46would link it to those URLs. We don't
- 14:47want to do that. We want to copy
- 14:48everything from them and vibe code and
- 14:50recreate those pages. So, this is a
- 14:52better way to word that. And now I'm
- 14:53going to take everything and then paste
- 14:55the URL right here. So, then we're going
- 14:57to hop back into Wellman's Lawn Care.
- 14:58Let's do hardscape design. We're going
- 15:00to copy that URL. We're going to paste
- 15:02it right here and then we're going to
- 15:04type in recreate and connect this to
- 15:08hardscape design. And we're just going
- 15:10to keep doing this until we get to the
- 15:11end. We've got seasonal right here. Copy
- 15:13seasonal. Go back. Paste. Go back to
- 15:16Wellman's. Do this. I think it's two
- 15:18more times here. Commercial property
- 15:19management. Copy there. Go back. And
- 15:22then we have the last one, which is
- 15:24contact us. We can have this kind of
- 15:25just scroll down to that other page, or
- 15:27we can put it like this. Copy that and
- 15:29do it again. Once we are done, we can
- 15:31click on enter. This one might take a
- 15:33second. Hopefully, it does everything
- 15:35the first try, but if not, don't worry,
- 15:36I'm going to show you guys how to fix
- 15:38it. It's usually pretty intuitive, and
- 15:39so far, every time I've been playing
- 15:41around with it, it's been very, very
- 15:42smart. So, I have high hopes for this,
- 15:44but I will fast forward and let you guys
- 15:45know how long it takes. See you in a
- 15:47second. All right, guys, and it is
- 15:48completed. That one added 42 different
- 15:50tools, and it took maybe 4 minutes.
- 15:52Pretty quick. We're going to publish it
- 15:54at the top right up here, update it
- 15:56right there, and let's go see if it
- 15:57worked. So, now we are inside the
- 15:59website. I'm going to make myself
- 16:00smaller, and we're going to click on
- 16:01some of these links. So, the first link
- 16:03is lawn care programs. There we go.
- 16:05Everything looks exactly the same.
- 16:08There's pretty much no difference
- 16:09whatsoever. This is literally insane.
- 16:12Keep on going. It shows everything. And
- 16:14here's the point, guys. Barely anyone is
- 16:16going to be going to this page. It's not
- 16:18going to happen. Also, notice how
- 16:20there's a detailed explanation. These
- 16:22are connected to PDFs. Let me show you
- 16:24what I'm talking about real quick. So,
- 16:25if I click on lawn care programs and I
- 16:27scroll back down here, we have a
- 16:29detailed service explanation. I can
- 16:31click on that, and it takes me to a PDF.
- 16:33Now, I explained to Chris Wellman, the
- 16:36owner of this company, that no one is
- 16:38reading all this. They're not clicking
- 16:39on nine different buttons to get to a
- 16:41PDF to see their platinum package. We
- 16:43can recreate the entire PDF. We can do
- 16:45something so much better than this. We
- 16:47could even connect this to a plan where
- 16:49they can just purchase it inside of the
- 16:51website. There's a lot of cool things
- 16:52that we can do with this, but I'm not
- 16:53going to onboard him without asking him
- 16:55what he wants. So, I will be talking to
- 16:57him, and I'm going to ask him what he
- 16:58wants with this. I personally think what
- 16:59we're going to do is very simple. We can
- 17:01either build like a form or a survey
- 17:03where people fill it out. They answer
- 17:04three or four questions, and then it
- 17:06chooses which plan they will be in,
- 17:08which package they will have, and then
- 17:09that can lead to an invoice and then
- 17:11paying. Or, we can take all this
- 17:12information, feed it to the AI bot,
- 17:14which I'm going to do, by the way. No
- 17:16matter what, I'm going to do that
- 17:17regardless. And then the bot will know
- 17:19everything about all of these plans.
- 17:21Once the bot understands everything
- 17:23about these PDFs, everything about the
- 17:26packages, it's going to sell it for you.
- 17:29So, it's going to be able to ask the
- 17:30customer through text message or through
- 17:32the chat widget all of these qualifying
- 17:34questions and then lead them to the
- 17:35correct package. Lots of cool stuff that
- 17:36we can do for this client, but once
- 17:38again, when onboarding, don't get
- 17:40distracted. Start with the base.
- 17:42Everything else becomes a lot easier
- 17:43once you have that base finished. So,
- 17:45that's all we're doing in this video.
- 17:46We're starting with the base. And for
- 17:48that reason, we're not going to be
- 17:49adding this right now. Let's go back to
- 17:51GoHighLevel and let's click on the rest
- 17:52of these up here. So, we have
- 17:53landscaping services. Looks pretty good.
- 17:57Now, yes, we can connect these.
- 17:58Honestly, I might just do it for this
- 17:59video, but I'm going to have to
- 18:01basically take the PDF, upload them into
- 18:03the ChatGPT, have it explain each one. I
- 18:05don't know. It just seems like a lot of
- 18:06extra work when in reality we have a lot
- 18:08of different workarounds for that. I
- 18:09still want to remove anything that has
- 18:11to do with Facebook because we'd have to
- 18:12connect the Facebook into the Vibe Coder
- 18:14somehow. Once again, a lot of extra work
- 18:16for no reason. Nobody cares. But, let's
- 18:18keep going through. We've got hardscape
- 18:19design. Boom. It took all the photos
- 18:22that they already had. Perfect. If
- 18:23there's anything that we want to fix or
- 18:24change in here, we totally can. But,
- 18:26once again, nobody's really seeing all
- 18:28this. 99% of people that go on the
- 18:30website are just doing so to find the
- 18:32contact us form, the chat widget, or the
- 18:34phone number in general. Let's go to
- 18:36seasonal. Same thing with seasonal. We
- 18:38could change these photos. They don't
- 18:39look amazing by any means, but for right
- 18:42now, everything looks pretty similar to
- 18:45how it was before. Let's go back up and
- 18:47do commercial property. Boom. And that
- 18:49one's done, too. Everything looks good.
- 18:51Let's click on contact us. Takes us to
- 18:53the contact us form. We've got the
- 18:55address, phone number, the hours of
- 18:56operations, and the form right here. We
- 18:58even have the testimonials. I want to
- 19:00click on get a free estimate. Boom.
- 19:01Takes us back to the contact us form.
- 19:03Okay. So, all of these are working. We
- 19:05would check out every single link. You
- 19:07would click on literally every link,
- 19:09guys. And if one link does not work, you
- 19:11change it, you adapt it, you fix it. You
- 19:13do not want the websites to not work.
- 19:15The You do not want the website to not
- 19:16be able to function, even if it's things
- 19:18that no one's ever going to click on,
- 19:19that's totally fine. You still want it
- 19:20to function. But, for right now, I want
- 19:23to work entirely on this page right
- 19:26here, on this form. So, we want to
- 19:28gather all the information from this
- 19:30form that we can in order to connect
- 19:32that to automation. Just like we're
- 19:34building the base with the website, we
- 19:36also need to build the base with the
- 19:37automation. It makes things so much
- 19:38easier when I go back in with the client
- 19:40and I explain, "Hey, I connected all
- 19:42this to this automation follow-up
- 19:43system. Now, let's sit down and talk
- 19:45about what you want it to say. What do
- 19:47you want to happen when someone fills
- 19:48out this form?" It's a lot easier when
- 19:49you have that kind of set up, when you
- 19:51have the base of that set up, and this
- 19:52is how I onboard literally everyone I've
- 19:54ever onboarded in my life. This is how I
- 19:56do it. It is not perfect. It gets
- 19:58perfect over time. Do not spend hours
- 20:00and hours of your time trying to make
- 20:01something perfect when you haven't
- 20:02really gone in and sat with the client,
- 20:04because at the end of the day, they
- 20:06decide what they want on their website.
- 20:07They decide what they want in their
- 20:09automation. point them in the right
- 20:10direction, but at any point, they can
- 20:12fire you. So, it's important to know
- 20:13that, and it's important to build the
- 20:14base, so it's easier for them to
- 20:15understand what's going on. And for
- 20:17right now, the site base is pretty good.
- 20:19I will ask them to get rid of this
- 20:20Facebook page in a second, but let's
- 20:22work on the form itself. So, the first
- 20:24thing I want to do with the form is go
- 20:26back into AI Studio, and I want to type
- 20:27in connect to CRM. If it didn't do this
- 20:31already, then what this is going to do
- 20:32is it's basically going to take the
- 20:34entire form and every single custom
- 20:36field and every custom value that's on
- 20:38that form, and it's going to connect it
- 20:40externally to GoHighLevel. And then, I'm
- 20:42going to show you guys how to connect
- 20:43that to the automation page. So, typing
- 20:45connect to CRM is very, very important.
- 20:47You're going to need to know exactly how
- 20:49to do everything I'm about to do for
- 20:50you. So, we're going to wait until
- 20:51that's done. I'm going to come back, let
- 20:52you know how long it takes. But, so far,
- 20:54everything's been really, really smooth
- 20:55and going really fast. Wow, it's already
- 20:57done. It literally finished right when I
- 20:58said that. Okay, we're going to click
- 21:00connect to CRM. Boom. Now, it's going to
- 21:01connect all the tracking IDs, literally
- 21:04every tracking ID is being connected
- 21:05right now. And then, we're going to take
- 21:07those tracking ID's so that we can
- 21:08gather all the information, the name,
- 21:10number, email, the service, anything
- 21:11that we can gather from that form, and
- 21:13we're going to connect that to the
- 21:14automation workflow page so we can do
- 21:15follow-up systems, text message, email,
- 21:17whatever it is that we want to do. Super
- 21:19cool. We're going to need this. We're
- 21:20also going to need this if we want to
- 21:21connect it to the AI chatbot. Because in
- 21:23a perfect world, we're probably going to
- 21:25be setting that up for him in one of the
- 21:27next videos. I'm going to be training
- 21:28that AI chatbot to know everything about
- 21:30this business so that when someone comes
- 21:32into the form through Google Ads,
- 21:34Facebook Ads, whatever, they can fill it
- 21:35out and then get in touch with someone
- 21:37immediately even if it is an AI chatbot.
- 21:39It's going to be trained. It's going to
- 21:40be perfect. We're going to get this
- 21:41thing going. So anyway, this is working
- 21:44on connecting the CRM right now. Once
- 21:45it's done, and then we're going to swing
- 21:47over to the automation section. All
- 21:48right, guys, and it is done. It said it
- 21:50wired up the contact section form to
- 21:53fire a CRM tracking event on every
- 21:55submission. Registered services
- 21:57interested as a custom field. Mapped all
- 21:59the other contact fields included.
- 22:01Selected services as a comma separated
- 22:03custom field value. So everything should
- 22:05be good right now. And if it's not,
- 22:06we're going to test it out to make sure
- 22:07that it's good. We're going to publish
- 22:08that right here. Update it, and we're
- 22:10going to view the site again. Once we
- 22:12view the site, we're going to click
- 22:13contact us. And I notice it doesn't
- 22:15scroll anymore to the actual contact us
- 22:17page. We're going to fix that, too,
- 22:18along with the Facebook thing. All of
- 22:20that's going to be fixed. We're going to
- 22:21be fine. All that's going to be fixed.
- 22:22Just takes one sentence to fix it. But
- 22:24either way, we're going to force this to
- 22:26work. So what that means is we have to
- 22:28fill it out to force it so that all the
- 22:30information can go inside of the sub
- 22:32account. So I'm going to put in my name
- 22:33here. We're just going to fill out all
- 22:35this information here. Doesn't matter
- 22:36what it says. And then we're going to
- 22:38add in a few services. Let's do
- 22:40landscape bed maintenance, leaf removal,
- 22:42mulch, and landscaping hardscaping. And
- 22:44then we're even going to put a message
- 22:46in here. I would like someone to check
- 22:47out my yard. Submit their request. And
- 22:50right here it says, "Thank you. Your
- 22:51request has been submitted." Cool. Let's
- 22:52go find out what actually happens.
- 22:55Because obviously, nothing's going to
- 22:56happen right now. We have to go build
- 22:57that. So let's go back into GoHighLevel.
- 22:59We're going to click the back arrow
- 23:00right here. Click back again. And the
- 23:02first thing I like to do is I go to the
- 23:04sites tab right here, and I hop on over
- 23:06to the form section, and I go to the
- 23:07submissions. And when I'm in
- 23:09submissions, I go from internal to
- 23:11external right here, and there it is.
- 23:13This is the actual form submission. I'm
- 23:14going to click on it, and it should show
- 23:16everything that we did. And it does. It
- 23:18has all the information here, all the
- 23:20personal information. It has the
- 23:21calendar note, the actual note that we
- 23:23put, and the services that we were
- 23:25interested in. So, now that we know that
- 23:26it worked, it fed it to our CRM. How do
- 23:29we automate that? How do we do something
- 23:31with it? Because the whole point of us
- 23:32building this form in the first place is
- 23:33because he doesn't want to have to go
- 23:35inside of his account every single time
- 23:37someone fills out a form and go look
- 23:38this up and then call them manually.
- 23:40That's annoying. But that's why we have
- 23:41GoHighLevel. That's why we exist. We can
- 23:43set it up for him in any way that he
- 23:44wants. So, now we're going to go over to
- 23:46the automation section right here, and
- 23:47I'm going to show you guys how to set
- 23:48this up. Now, yes, we could build this
- 23:51from the AI automation builder, but it's
- 23:53important for you guys to know how to do
- 23:54this from scratch. So, we are going to
- 23:56create it from scratch right here. We
- 23:57are going to enable auto save just
- 23:59because people forget to save their work
- 24:01sometimes. And the first thing I'm going
- 24:02to do is rename the workflow so I
- 24:03remember it. I'm going to call this one
- 24:05main website contact form because that's
- 24:07exactly what it is. We're going to add a
- 24:09trigger. We are going to type in
- 24:10external tracking event, not form
- 24:12submitted, external tracking event. It
- 24:15is not an internal form. It's an
- 24:16external form. Then we're going to add a
- 24:18filter. Click select. Click event. Click
- 24:20select operator. Click is any of. Click
- 24:22down again, and then we're going to
- 24:24click form submitted next. But we're not
- 24:26done. We're going to add another filter
- 24:27here. Click select. Click domain. Select
- 24:29the operator is any of. Select right
- 24:32here, and there it is. Wellman's Revamp
- 24:345 Preview. Boom. And we're going to add
- 24:36one more filter. Click select. External
- 24:38form is and then the contact form is
- 24:41right there. That's all you have to do.
- 24:42That is the entire trigger event. I know
- 24:44it seems like a lot, but that took me 25
- 24:46seconds. We're going to save the
- 24:47trigger, and now we have an actual
- 24:49trigger event for when someone fills out
- 24:50that form on that website that we just
- 24:51built 20 minutes ago. Pretty cool, guys.
- 24:53Now, here's where the fun part comes in.
- 24:55This is where I would actually pick the
- 24:57brain of the client and I would ask him,
- 24:59"Hey, what exactly do you want to
- 25:01happen?" Well, lucky for you guys, I
- 25:02already did ask him and he definitely
- 25:04wants automated text messaging. Now,
- 25:06here's the thing. In order to do
- 25:07automated text messaging, we do need to
- 25:09get approved for A2P. So, I will be
- 25:11working with him on that. However, it's
- 25:13totally fine for us to build this
- 25:14automation right now while we're waiting
- 25:16for that. So, I can click plus and one
- 25:17of the first things I like to do when
- 25:19setting up any automations at all,
- 25:20especially when they are form submission
- 25:22automations, is I like to assign it to a
- 25:23user. So, I'm going to click assign a
- 25:25user and then we're going to select the
- 25:26user. We don't have any users here,
- 25:27obviously, so that's where we're going
- 25:29to have to go back in and create a user.
- 25:31For this example, I'll just add myself
- 25:33as a user under the account and since we
- 25:34have auto save on, I can just back on
- 25:36out of here and I should be good. Or
- 25:38what I could do is I could add Edward
- 25:39because Edward is one of his employees
- 25:41and Edward used to work with me. So, I
- 25:43have Edward in this GoHighLevel account
- 25:44already. So, let me go show you guys how
- 25:46to do that. We're going to go back to
- 25:47the agency view and we're going to go to
- 25:49the settings. Once we're in settings,
- 25:51we're going to go to team and we're
- 25:52going to type in the team member. Since
- 25:54I already have him in here, I'm just
- 25:55going to type his name and it seems I do
- 25:57not have Edward in here. So, I'm going
- 25:58to actually add him from scratch, which
- 26:00is perfect. Now, you guys get to see
- 26:01exactly how you add a brand new team
- 26:03member. So, I'm going to put in all of
- 26:05Edward's information right here and once
- 26:06you save all that information, you're
- 26:08good to go. You can actually create the
- 26:10password for them, but basically after
- 26:12you create someone in this section, it
- 26:14sends them an email anyway and then they
- 26:15create the password from the email. Just
- 26:17letting you know, it's all automated.
- 26:18But check this out. Under roles and
- 26:19permissions, this is very, very
- 26:21important. We do not want Edward to be
- 26:23under agency type and you can see all of
- 26:26our agency stuff. We want him to just be
- 26:27under account. He can be an admin,
- 26:29that's totally fine and then we want to
- 26:30select the account, which is the one we
- 26:32just made, Wellman's Lawn Care. Boom,
- 26:35done. Everything here is fine. We can
- 26:37change this all later. There is a lot of
- 26:39stuff that they just don't need. I mean,
- 26:40blogs, certificates, communities, none
- 26:43of this stuff is necessary. So, you do
- 26:45want to kind of filter through this just
- 26:46so they don't see it all. Go collab, not
- 26:48necessary. Memberships, not necessary.
- 26:50Orders, not necessary. I would say
- 26:52quizzes is not necessary. Subscriptions,
- 26:54probably not unless we build
- 26:56subscriptions inside of the account.
- 26:57Actually, I'm going to keep that one on
- 26:58there. Surveys, probably not. But for
- 27:00right now, we're just going to click
- 27:02save. And there we go. Edward is now in
- 27:04the account. Now, let's go back into
- 27:06that account, which is right here, and
- 27:07we're going to click on automation.
- 27:09There is our automation right there. And
- 27:11now it's time for the fun part. So,
- 27:13let's go back to assign to user, and I
- 27:15bet you, if I click on select users,
- 27:17he's right there. There we go. Edward
- 27:19Feasant done and save action. Now, this
- 27:22is going to get assigned to Edward. Now,
- 27:23here's the thing that's really cool
- 27:24about this. If he has multiple different
- 27:27services and he wants them assigned to
- 27:28multiple different people, for instance,
- 27:30let's say he has lawn care service and
- 27:32he wants that assigned to someone in the
- 27:34lawn care division, we can build all of
- 27:36that out for him. Everything can be
- 27:37custom built based off what he wants.
- 27:39So, it's very important to understand
- 27:40that. But right now, we're just building
- 27:42out the base so we have something to go
- 27:43back in and show him. So, for this
- 27:45situation, we have it assigning to
- 27:46Edward. The next thing I'm going to do
- 27:47is I want to send an internal
- 27:49notification. This is going to send to
- 27:51whoever is assigned to the user. So, if
- 27:53I do select a type, we're going to do
- 27:54notification or SMS. For this instance,
- 27:57let's just do notification because it is
- 27:59free and you don't need A2P approval.
- 28:00So, for that reason, we're going to
- 28:02stick with notification right here. The
- 28:03title is going to say new website lead.
- 28:06And then for the message, we're going to
- 28:08do custom value, contact full name just
- 28:11signed up on the website, and they would
- 28:16like and then we want to put the
- 28:17services. So, check this out. We'll do
- 28:19custom value. We're going to scroll all
- 28:20the way to the bottom, custom fields,
- 28:22and we've got all the services right
- 28:24here. And if you remember, I believe it
- 28:26was services interested was the list of
- 28:29services. I could be wrong on this. It
- 28:31could just be services, but I'm pretty
- 28:33sure it's services interested. So, let's
- 28:35click right here. We're going to find
- 28:36out in a second when we test it again.
- 28:38And it's basically going to list off the
- 28:39services. Once that's done, we're going
- 28:41to go down here to redirect page, click
- 28:43on contact. What that means is basically
- 28:45when you click on the notification, it's
- 28:46going to take you to that contact so you
- 28:48can message them back immediately. It's
- 28:49just easier. And then after that, we're
- 28:50going to do two user type, the user that
- 28:52is assigned to the contact, which is
- 28:54Edward. Once that's done, we're going to
- 28:56save the action and we're good to go to
- 28:58the next step. The next step is going to
- 29:00be a text message to the person that
- 29:02filled out the form. So that's going to
- 29:04be an SMS, send SMS, and then right here
- 29:06we're going to have the message. I
- 29:07personally like a casual "Hey" and then
- 29:09custom value "contact first name". I
- 29:12usually only do the first name. So "Hey
- 29:13Dominic, thanks for taking interest in
- 29:16our lawn care services. We would love to
- 29:20set up an appointment or get on a call
- 29:24to discuss your project." Something
- 29:26along those lines. I'm probably wrong
- 29:28about this. You can have ChatGPT come up
- 29:30with a lot of good stuff for you, too.
- 29:31Basically, it doesn't matter. I'm going
- 29:32to go to the client. I'm going to ask
- 29:34him exactly what he wants me to put
- 29:35right here and then we're going to save
- 29:36the action. And once that's done, we can
- 29:39then start adding in follow-up
- 29:41campaigns. So I could do like a wait
- 29:44time, click wait to a time delay of
- 29:46maybe 1 day, click save action on 1 day,
- 29:49click these three little dots right here
- 29:50on the SMS, copy the action and paste it
- 29:53below the wait time. Then after 1 day,
- 29:55it's going to send a second message,
- 29:57which is our first follow-up text
- 29:59message, and that is going to say, "Are
- 30:01you still interested in lawn care
- 30:02services?" or whatever it is that the
- 30:04client wants me to put here. Save action
- 30:05and we can just keep doing this over and
- 30:07over again. Copy the wait time, paste,
- 30:09copy the SMS, paste, change it, boom,
- 30:11done. That's how we create the follow-up
- 30:13campaign. Super easy to do. Do not
- 30:15overcomplicate this. You could then
- 30:17connect this form to Facebook ads. So I
- 30:20could click on add new trigger and
- 30:21connect it to a Facebook lead form or
- 30:23you can connect it directly to Google
- 30:24Ads, which is still this external
- 30:26tracking event because it's just
- 30:27connected to the website. So now when he
- 30:28runs ads, which he's already doing, it's
- 30:30going to work significantly better
- 30:31because we have the follow-up system in
- 30:33place. Now we are still not done. I got
- 30:34to go to settings right here and I have
- 30:36to make sure some things are turned on.
- 30:37Allow re-entry. Do we want people to be
- 30:39able to enter this workflow more than
- 30:41once? Do we want somebody to be able to
- 30:42come back to the website, fill out that
- 30:44form, and get a text message again? The
- 30:45short answer is yes, of course, because
- 30:47you can have repeat customers. So, we
- 30:49are going to allow re-entry, allow
- 30:51multiple opportunities, that's fine for
- 30:52right now. We'll get to the opportunity
- 30:54section in a different video, and then
- 30:55stop on response. Of course, we want
- 30:57stop on response because it's a
- 30:59follow-up campaign. If they respond on
- 31:00message three, why would we send them
- 31:02message four, five, and six? The whole
- 31:04goal of a follow-up campaign is to get
- 31:06them to respond. So, once they respond,
- 31:07you stop it. Boom, automatic save, so
- 31:09we're good. to builder, and then we can
- 31:11click from a draft to publish. Once
- 31:13that's done, we're going to save it
- 31:14again, and now it should work perfectly.
- 31:16All right, guys, I want to test this out
- 31:17real quick, and obviously I can't test
- 31:18it fully out because it's not A2P
- 31:20approved yet. But, in order for me to
- 31:21test it out, I need to change the
- 31:22assigned to user. So, I'm going to click
- 31:24off for Edward and add myself because
- 31:26I'm already here, and I know I can test
- 31:27it out with myself. Click save, click
- 31:29save again, and let's see if it works.
- 31:32We're going to go and refresh the page.
- 31:34We're going to scroll down here and fill
- 31:36this form out once again. All the same
- 31:39information, totally fine, doesn't
- 31:40matter, and we're just going to click a
- 31:42bunch of different services here. We can
- 31:44also put a message. I put I want a quote
- 31:47on a retaining wall. We're going to
- 31:48submit the request, and let's see if it
- 31:50actually worked. Let's see if I get a
- 31:52notification from my phone, and I did.
- 31:54That was super, super fast, guys. I will
- 31:57even take a screenshot of this and put
- 31:59it up on the screen for you so that you
- 32:00guys can see exactly what I'm seeing.
- 32:03And here it is. It says Dominic Baptist
- 32:05just signed up on the website, and they
- 32:06would like landscape bed maintenance,
- 32:09fertilization, weed control, fall
- 32:11aeration. And there you go, that is how
- 32:12we created the entire website from
- 32:14scratch using their current site. Copied
- 32:16the whole thing, copied their form, then
- 32:18connected their form to our CRM, and
- 32:21then connected that to the lead
- 32:22connector app, which by the way, they
- 32:24are going to need to download. So, let
- 32:25me show you that real quick. Let's hop
- 32:26on back out, go to the launchpad area
- 32:29right here, and they need to download
- 32:30the mobile app, whether they have
- 32:32Samsung and have to go to the Google
- 32:33Play Store, or they have an iPhone like
- 32:35me, and they have to go to the App
- 32:36Store. Every single one of your clients
- 32:37should be downloading this app. All of
- 32:39their employees that are using it should
- 32:41be downloading this app and their login
- 32:42information for the app is just their
- 32:44login information for your GoHighLevel
- 32:46account. It's the exact same thing. It's
- 32:48the email they signed up with and
- 32:49whatever password they chose after they
- 32:50signed up or whatever password you
- 32:52created for them. That's all they have
- 32:53to do. Once they're logged in, they can
- 32:55get those notifications on their phone.
- 32:57And yes, when we're approved for A2P, we
- 32:59don't have to send notifications
- 33:00anymore. We can just send direct text
- 33:01messages, which is super nice. But we
- 33:03still have to go through that A2P
- 33:04approval process. So, let me click on
- 33:06settings real quick and I'm going to
- 33:08come down here to phone system. Now, I
- 33:09personally already know the A2P process
- 33:11very well. I've done it many many times.
- 33:14It's constantly changing. It's
- 33:15constantly adapting. How you used to do
- 33:17it back in 2023 is vastly different than
- 33:192024 and how you did it in 2024 is
- 33:21different than 2025 and as of a few
- 33:23months ago, it's now even different from
- 33:25then. Don't get discouraged. I'm going
- 33:26to make videos on this. I think I'm
- 33:28actually doing three or four A2P
- 33:29approval videos
- 33:30back-to-back-to-back-to-back because I
- 33:32have a bunch of different clients that
- 33:33I'm trying to get set up and I'm going
- 33:34to film the whole thing. And I bet you
- 33:35on multiple of them that I get rejected.
- 33:37It's very normal to get rejected. It's
- 33:39actually normal to get rejected multiple
- 33:40times. A2P is now using AI to go through
- 33:42the entire website. So, it's very
- 33:44fine-tuned. However, GoHighLevel is
- 33:46doing a pretty good job of making sure
- 33:48that everything is done for us anyway,
- 33:49but no matter what, there's some stuff
- 33:51that you have to get from the client and
- 33:52that's why I'm talking about this right
- 33:53now. We're going to go over to trust
- 33:55center and we're going to go to start
- 33:56registration. If you guys don't know
- 33:58what A2P even is, let me give you a
- 33:59quick rundown. Basically, if you're in
- 34:01the United States and a lot of other
- 34:03places in the world, you need get
- 34:05something in order to send automated
- 34:07text messages to phone numbers. You now
- 34:09have to get something called A2P
- 34:10approval. It's basically a regulation
- 34:13and an approval process that states,
- 34:15number one, you're a real company that
- 34:17has a real service or an actual reason
- 34:19to text message someone and then number
- 34:21two, that you're not going to be sending
- 34:22out a bunch of spam text to random
- 34:24people. That's all it's doing. That's
- 34:25all it wants to know, but the process
- 34:27can be a little annoying. So, you would
- 34:29click on start registration right here
- 34:30and this is what we would want to get
- 34:32from the customer. We want their EIN
- 34:35number. It is almost impossible to get
- 34:37approved for A2P if you do not have a
- 34:39legal company. It's so easy to get an
- 34:41EIN if you don't have one, if you want
- 34:43one for your own business. I actually
- 34:44have a course called Business 101 where
- 34:46I show you how to get your own EIN in
- 34:48under 30 minutes. Super easy, anyone can
- 34:50do it and it costs under $200 to get one
- 34:52and you will have a legal business and
- 34:53an EIN number and you can go use that to
- 34:55open a bank account, get approved for
- 34:56A2P or whatever it is that you want to
- 34:58do with that EIN number. say 99.9% of
- 35:01the businesses that you're signing up
- 35:02already have this or they would not be a
- 35:05business. So, we would have to get that
- 35:06EIN number from them and then when we we
- 35:08would press continue. We also need to
- 35:10know their business type. A lot of them
- 35:11are going to be LLCs and then of course
- 35:14their business registration number which
- 35:15is their EIN would go right here. You
- 35:17would select the business industry,
- 35:18their business email and their website
- 35:20URL which is already put in here. It's
- 35:22also important to know that their
- 35:23website needs to be 100% transferred
- 35:25over to your GoHighLevel account in
- 35:26order to do this unless they're keeping
- 35:28their current site. totally fine. But
- 35:30you are not going to get approved if you
- 35:32don't follow a lot of the guidelines
- 35:34that have to go on their site. That's
- 35:35why it's pretty important for us to get
- 35:37control of their website. I'm not saying
- 35:39full control of their domain and their
- 35:40DNS records. I just mean their website
- 35:42in general. We want to have their
- 35:43website built on GHL because then we can
- 35:45change everything we need to change in
- 35:47order to get approved for A2P. I'm
- 35:48telling you it's just going to be so
- 35:49much easier. If you're going back and
- 35:51forth with their web designer, it's
- 35:52going to be a little bit harder. It's
- 35:53not impossible by any means but you will
- 35:55definitely have to work with them. I've
- 35:56done it in the past. It is possible.
- 35:58Either way, it's always better if it's
- 35:59on GHL guys. And if you don't know how
- 36:01to do that, let me show you really
- 36:02quick. So, because we built it on AI
- 36:04Studio, I'm going to go over to AI
- 36:05Studio. I'm going to click on my
- 36:06projects and we're going to click on the
- 36:08Wellman's project right here. When I go
- 36:10over to publish, notice how it says add
- 36:12a custom domain. Well, I can click add a
- 36:14custom domain and then I would just add
- 36:16the domain right here.
- 36:17wellmanslawncare.com,
- 36:19click continue and it's not going to
- 36:20work because obviously their domain is
- 36:22set up somewhere else and it's going to
- 36:24tell you to set up these two DNS
- 36:26records. So, this is where I have to go
- 36:28back to Chris, the owner of the company,
- 36:30and I have to say, "Hey, are you using
- 36:31GoDaddy or Cloudflare?" I already know
- 36:32he's using GoDaddy, he told me already,
- 36:34and I would say, "Hey, I'll just do it
- 36:35with you, whatever you want to do, or
- 36:36you can give me access to manage it. I
- 36:38need to change your DNS records so that
- 36:40we can disconnect it from your current
- 36:41website into our new AI Vibe Coded
- 36:43website." He's going to obviously say
- 36:45yes. This takes literally 2 minutes.
- 36:46Copy, paste, copy, paste, we're done. I
- 36:48will show you guys how I do all of that,
- 36:50it's fine. And then, of course, we're
- 36:51going to delete his old connections as
- 36:53well. You have to do that, or this won't
- 36:55work. So, deleting his old connections
- 36:56from GoDaddy, adding the new ones, boom,
- 36:58done. And then, when you type in
- 36:59www.wellmanslawncare.com,
- 37:01it will connect to the brand new site
- 37:02that we just built, which is going to
- 37:04make it so much easier for the next
- 37:05process, which is the A2P approval, so
- 37:07we can get that phone number up and
- 37:08running. Now, are there things you can
- 37:09do without getting A2P approved? Yes,
- 37:11you can still do certain things. We can
- 37:13have an AI chatbot actually work and
- 37:15function without an A2P approved number.
- 37:16And don't worry, I'm going to show you
- 37:18guys how to do all of that as well. I'm
- 37:19actually probably going to film that
- 37:20video right after this one, because a
- 37:22lot of you watching might want to get
- 37:24someone up and running day one and not
- 37:26have to wait for A2P approval. And like
- 37:27I said, it is possible with an AI
- 37:29chatbot. You can do that with a chat
- 37:30widget, as long as you know how to train
- 37:32the chatbot correctly. It's a pretty
- 37:33good work-around for A2P, but does it
- 37:35solve every single problem? Absolutely
- 37:37not. A2P approved numbers are still the
- 37:38best way to run automation, and they're
- 37:40very sticky. If I get him approved for
- 37:42A2P, it's going to be very difficult for
- 37:44him to leave me, because he's going to
- 37:45have to go through the entire process
- 37:46again with someone else, and he's not
- 37:48going to want to do that. That's why I'm
- 37:49telling you guys, learn A2P approval,
- 37:51get people set up. There is nothing
- 37:52stickier in the entire world in any
- 37:54service-based industry at all than
- 37:56telecommunication. No one wants to get
- 37:58rid of their phone number, no one wants
- 37:59to switch plans, no one wants to get rid
- 38:01of their internet. These are all things
- 38:02that they just don't want to get rid of,
- 38:03because it feels annoying to shift
- 38:05somewhere else. And 95% of the
- 38:06businesses that I'm working with do not
- 38:08have text messaging numbers, because
- 38:09they're not approved for A2P anyway. So,
- 38:11for that reason, I'm setting them up
- 38:12originally, and I'm not actually
- 38:13shifting them anywhere. But if they want
- 38:14to shift later, it's going to be really
- 38:16hard, and therefore, they're probably
- 38:17just going to stay with me. Boom, we're
- 38:18good. That is how you reduce churn. All
- 38:20right, guys, so far in this video we've
- 38:22accomplished a lot and I feel
- 38:24comfortable going back to him, showing
- 38:26him everything that we built, sitting
- 38:27down with him, and going over the A2P
- 38:29process, so we can get him a working
- 38:31phone number. However, we're not showing
- 38:32him the demo site with all the links
- 38:34that we can click, and then of course
- 38:35showing him the new upgraded form. I
- 38:37also have to add him to the account. I
- 38:39have to get him the Lead Connector app.
- 38:40I have to get him to sign in, and I also
- 38:42want his entire contact list, so I have
- 38:44to go get that. I want his integrations,
- 38:46so I'm going to sit down with him there
- 38:47and try to record that for you guys, get
- 38:49all the integrations completely set up
- 38:51for him. I might actually just do this
- 38:52over a Zoom call, so we can record the
- 38:54screen. But honestly, the contact and
- 38:55integration stuff is super easy, so I'm
- 38:57not too worried about that. And I want
- 38:58to set him up for Google Local Service
- 39:01Ads. That's going to be a completely
- 39:02different video and I want to do a
- 39:03follow-up with him later, like 2 weeks,
- 39:053 weeks, maybe a month later, and talk
- 39:07to him about the lead generation. I want
- 39:08to see if it's actually working and see
- 39:10if he's getting a return on his
- 39:11investment, cuz I think this is just
- 39:12going to be a really cool, kind of like
- 39:14a case study for YouTube, because
- 39:15there's nothing saying that it's set in
- 39:16stone that he's going to do amazing on
- 39:18Google LSAs. I personally had a lot of
- 39:20luck with them in his exact field, in
- 39:22his exact hometown. So, I'll be honest,
- 39:24guys, I have high hopes for this. But
- 39:26either way, I'm going to film every
- 39:27single thing, just like I did in this
- 39:29video. Hopefully, this made sense for
- 39:31you guys. This was just step one of the
- 39:33onboarding process. We have a lot more
- 39:36to do, but honestly, we could get him
- 39:38entirely onboarded in a single day. And
- 39:40then you can build SOPs for this, you
- 39:42can hire this out, and you can start
- 39:43learning how to just build out a system
- 39:45that you can repeat over and over again,
- 39:47because nothing I'm doing here is that
- 39:49difficult at all. Yeah, the A2P process
- 39:50is annoying, but once that's done, it's
- 39:52done forever. And you can charge $97 to
- 39:54$300 a month for what I'm doing right
- 39:56here, and you can charge $500 a month if
- 39:58you add LSAs or Facebook Ads, which once
- 39:59again, I'm going to be breaking down.
- 40:01But either way, this video is long
- 40:02enough. We got a lot done in the
- 40:04beginning onboarding process. I'm very
- 40:06happy with how this turned out. I'm very
- 40:07happy with the AI Studio website. Very
- 40:09happy that the form worked the first
- 40:11try, and I think you guys learned a lot
- 40:12on how to get started when onboarding a
- 40:15client. And if you appreciated this
- 40:16video, make sure to leave a thumbs up.
- 40:18Make sure to subscribe if you haven't.
- 40:20I'm posting every single day on YouTube.
- 40:22And if you didn't believe me, then check
- 40:23it out. Every single day. I have not
- 40:25missed a day in I think 35 days in a row
- 40:28or 38 days in a row. We have not missed
- 40:30a single day. Super cool. I'm going to
- 40:32keep going. Maybe we can hit 100 days in
- 40:34a row. Don't hold me to that, please.
- 40:35But either way, the numbers are
- 40:36crushing. Everything's looking amazing.
- 40:38I'm filming so much real-life content.
- 40:40This is another real-life content,
- 40:42real-life moment, real-life client. you
- 40:44join my affiliate program, you get some
- 40:46of the best bonuses you could ever
- 40:48imagine. I'm going to list all those
- 40:49bonuses in a second. But one of the
- 40:51things that I'm trying to do with this
- 40:52is not just show you a real-life
- 40:54situation where I get a client. I want
- 40:56to start giving these clients away to my
- 40:58affiliates. I want to set them up, show
- 41:00how I set them up online, film for them
- 41:02for free, which is what I did today and
- 41:03yesterday for this exact client. And
- 41:05then I want to give that client away
- 41:07when it's completely set up, A2P
- 41:08approved, all that stuff is done. I want
- 41:10to be able to give those clients away to
- 41:12my affiliates who have shown loyalty to
- 41:13my affiliate program, who have been with
- 41:15me, who are also showing talent in
- 41:16GoHighLevel, and proof that they can
- 41:18handle a client. But let's be honest,
- 41:20I'm doing all the onboarding and all the
- 41:21hard work anyway. So it's not like you
- 41:23have to do too much. You're basically
- 41:24just customer support at that point. But
- 41:25either way, that's my goal. It's very
- 41:27difficult to pull off, but I think I'm
- 41:28going to be able to do it. And I've got
- 41:29three or four different clients in the
- 41:31pipeline right now ready to go. And that
- 41:33number's just going to keep increasing
- 41:34over and over and over again. I'm really
- 41:36building out a system for this. So if
- 41:37you're not my affiliate, you should
- 41:39probably become my affiliate. There's no
- 41:40other affiliate program out there doing
- 41:42anything like this. And if you don't
- 41:43believe me, well, I will list all my
- 41:45bonuses right now. All right, guys. For
- 41:47anyone who stuck around till the end, if
- 41:48you want to become an affiliate of mine,
- 41:50click the link in the description below,
- 41:51and you will get access to all of this.
- 41:53Everything that I've ever built, plus
- 41:55everything that Declan O'Reilly has ever
- 41:57built. It is all right here in the
- 41:58HighLevel AI SaaS Lab. We've got the
- 42:00beginner videos for anyone who's brand
- 42:02new to GoHighLevel, which is a lot of
- 42:04you guys watching. We've got the videos
- 42:05that teach you how to master GoHighLevel
- 42:06the right way. We've got videos on how
- 42:08to get clients, which seems to be one
- 42:10one more difficult things that
- 42:11GoHighLevelers have to do when they
- 42:12first get started. But after watching
- 42:14these videos and really getting into it,
- 42:16I promise it becomes so much easier. We
- 42:18even teach you how to build systems that
- 42:20get you clients. On top of that, you get
- 42:21a ton of snapshots. Pretty much any
- 42:23snapshot that you could ever want, we've
- 42:25got right in here with multiple niches,
- 42:27multiple industries. There's no other
- 42:28community doing it like this. Scroll
- 42:30down a little bit more, we've got
- 42:31fulfillment and offers, which is another
- 42:33aspect of GHL that agencies struggle
- 42:35with is what do you offer and how do you
- 42:36fulfill it? After that, we've got sales
- 42:38scripts, we've got AI prompts, which
- 42:40means you can just take the prompts that
- 42:41we already built and put them into your
- 42:43AI chatbots. Absolutely insane. At this
- 42:45point, I don't even know what you guys
- 42:46are doing. Our affiliate membership is
- 42:48doing all the heavy lifting for you.
- 42:49We've got high-level certification if
- 42:51you want to be an expert. We've got
- 42:52agency snapshots for your agency. We've
- 42:54got the white-labeled onboarding videos,
- 42:56which is of course where I'm putting my
- 42:57video. So, you'll be able to come in
- 42:59here and download any version of the
- 43:00white-label video, and then you can take
- 43:02those videos and use them as promos for
- 43:04your agency. If we scroll down even
- 43:05more, we've got premium snapshots,
- 43:07scaling AI SaaS, AI mastery for people
- 43:10who want to really specify on AI, which
- 43:12by the way is very smart. And then we've
- 43:13got a few amazing things coming soon.
- 43:15We've got AI SEO and your first 10
- 43:17clients playbook. Really cool, we've got
- 43:19Q&As, we've got live calls all the time.
- 43:21We've got full-time support, everything
- 43:23that you need is right here. And you can
- 43:25only get all of this if you're an
- 43:27affiliate, so check the link in the
- 43:28description below. You're also going to
- 43:29get access to all of my courses, they
- 43:31will be in here. Very exciting stuff for
- 43:33the future. I'm glad I finally partnered
- 43:35with another affiliate because it allows
- 43:37me to provide even more value than I
- 43:38have before. And there you go. That's
- 43:40everything you get when you use Dominic
- 43:41Baptist as your affiliate, guys. I was
- 43:43the number one affiliate in the world in
- 43:442022, the number one affiliate in the
- 43:46world in 2023. Yes, I took a little bit
- 43:48of a break, but now I'm back and I'm
- 43:49going to be the number one affiliate in
- 43:51the world in 2027. You heard it here
- 43:53first, folks. So, let's get this thing
- 43:54rolling. I can't wait to see you guys
- 43:56inside of AI Studio. I can't wait to see
- 43:57you guys inside of GoHighLevel, and most
- 43:59importantly, I can't wait to see you
- 44:00guys in the next video tomorrow. Peace
- 44:02out.
About this transcript
This page contains the full transcript of Watch me Onboard a Real GoHighLevel SaaS Client Using AI Studio (Full Tutorial) by Dominic Baptist, generated from the public captions YouTube serves with the video. The transcript has 11,213 words across 1,530 segments, with the original timestamps preserved so you can click any line to jump to that moment in the embedded player.
What you can do with it
Use the transcript to take notes, quote the speaker, build a study guide, generate a summary with ChatGPT or Claude via the YouTube Summary tool, or export it as a timed subtitle file with YouTube to SRT. You can also re-open it in the transcriber to choose a caption track available on the video.
Free YouTube transcript tool
YouTube2Text is a free YouTube transcript generator — no signup, no daily limit. Paste any YouTube link and get the full transcript instantly, with timestamps, click-to-jump, caption language selection, AI prompts for ChatGPT, Claude, and Gemini, and exports to TXT, SRT, VTT, or Markdown.