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Gohighlevel Tutorial

Updated: Jun 22



GoHighLevel is so easy to make money with, and they are always doing amazing changes with the affiliate program, such as Giving 40% Recurring Income and 5% Tier 2 Referrals.


This guide will walk you through, step-by-step, creating and configuring a new client location within your HighLevel agency account. This guide is an accompaniment to the "Onboarding"



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Setup New Client Locations in HighLevel With Confidence.


We highly recommend that you copy the steps within this guide into a task-list template within your favorite project management solution so that each time you need to on-board a new client (or create a new campaign with a dierent oer), you can generate the list of tasks below and check them o as you complete them.



Visit Onboarding video 2 here:


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STEPS FROM ONBOARDING VIDEO 2


Creating And Configuring A New Location


Create Account

  • Click “Add Account” button

  • Enter/Find client (or add manually if you can’t find them)

  • Select “Onboarding - Claim/Booking” snapshot from Snapshots dropdown

  • Fill out client info

  • Save


Configure General Settings Tab:

  • Switch into new client account (Switch To An Account Dropdown at top)

  • Settings > Company tab

  • Add Company Logo

  • Set company email

  • Confirm time zone is correct


Setup Twilio Phone Number:

  • Settings > Phone Number Tab > Add Number

  • Create New Number

  • Be sure to enter/save the “call forwarding number” (the main office number)

  • Turn on call recording and call recording notification message.


Get 18 free ready to use Snapshots as bonus once you Get 14 day FREE TRIAL of Gohighlevel via this link . Click here (Snapshots will be sent to your email after you sign up)


Visit Onboarding video 3 here:



STEPS FROM ONBOARDING VIDEO 3


Building A Funnel


To best learn how to build funnels, refer to our YouTube video titled: "HighLevel On-Boarding Series - Video 3 (Funnel Building!)"


Visit Onboarding video 4 here:



Get 18 free ready to use Snapshots as bonus once you Get 14 day FREE TRIAL of Gohighlevel via this link . Click here (Snapshots will be sent to your email after you sign up)



STEPS FROM ONBOARDING VIDEO 4


Update Custom Values by going to Settings > Custom Values and clicking the pencil icon next to each custom value


  • Twilio Number > Enter new Twilio Number

  • Claim Thank You Page > Enter Claim Thank You Page url

  • Oer Name > Enter the name of their promotion

  • Booking Thank You Page > Enter the url of the booking page (2nd page in funnel)

  • From Email > Enter the email address that should be shown as the “from” address (usually contact@yourclient.com)

  • Notications Email For Client > Enter the email address of your client that notications should go to

  • Twilio Number In link Form > Replace the 5s in the following example with the Twilio number (tel:+15555555555)

  • Logo Link for long term nurture > Enter the url for your client’s logo

  • Your App URL > enter the url where clients log into your HighLevel app


Setup Mailgun

  • Agency Account > Settings > Mailgun

  • Copy main API key at top and paste in client eld (be sure to hit return then click save button that appears)

  • Select the sub-domain you setup from the dropdown in the domains column for this account


Review Pipeline Stages

  • Settings > Pipeline > Edit the name of your Pipeline


Get 18 free ready to use Snapshots as bonus once you Get 14 day FREE TRIAL of Gohighlevel via this link . Click here (Snapshots will be sent to your email after you sign up)


Setup campaign A) YOUR OFFER Claim Nurture:

  • Client account > Marketing > Campaigns > select A) YOUR OFFER

  • Claim Nurture > Conguration dropdown > set From email address > enter Client Business Name in from name eld and review other settings

  • Update Email Titles

  • Review the timing of each item

  • Update placeholders in voicemail script, record & upload file

  • Be sure that the campaign is published (not draft mode)!


STEPS FROM ONBOARDING VIDEO 5


Activating & Configuring The Rest Of The Campaigns & Triggers


Activate Trigger #1 (YOUR OFFER FORM Claim - Add to YOUR OFFER Claim Nurture - Create Opportunity in New Lead stage - Notify Client):

  • Review & Activate


Activate Trigger #2 (YOUR OFFER Claim Nurture Reply - Move opportunity to Hot Lead stage - Notify Client):

  • Review & Activate


Setup the Review Request Outreach Email:

  • Settings > Email Tab

  • Set Positive Answer: Leave A Review

  • Set review link: https://search.google.com/local/writereview? placeid=PASTEHERE (replace PASTEHERE with client’s ID).

  • ID Finder: https://developers.google.com/places/place-id

  • Copy link so you have it handy for the next step

  • Save!


Setup the Review Request Outreach Text Message:

  • Settings > SMS Tab

  • Paste review link from previous step

  • Save!


Get 18 free ready to use Snapshots as bonus once you Get 14 day FREE TRIAL of Gohighlevel via this link . Click here (Snapshots will be sent to your email after you sign up)



Setup the Review Request Outreach Timing:

  • Settings > Customize Communications tab. Set Email to 'immediately' and SMS to ‘After 1 Hour’


Congure campaign B) No Show Nurture:

  • Client account > Marketing > Campaigns > select B) Now Show Nurture campaign > Conguration dropdown > set From email address > enter Client Business Name in from name eld > Save!

  • Review each item in the sequence and their timing

  • Activate Campaign


Edit Booking Request Calendar Settings:

  • Settings > Calendars > Booking Request > Pencil Icon

  • Set notification Email

  • If client has a Google Calendar > Create a user for them, have client login and go to Settings > Integrations > Connect their Google account then go to Settings > Calendar Tab > Open Free Consults calendar and configure

  • Set the BOOKING Thank You Page URL in "Thank You Redirect URL" field

  • Save!


Activate Trigger #3 (Appointment Status is No Show - Add to No Show Nurture Campaign):

  • Review & Activate


Activate Trigger #4 (No Show Nurture reply - Move to Hot Leads in YOUR PROMOTION Pipeline - Notify Client):

  • Review & Activate


Get 18 free ready to use Snapshots as bonus once you Get 14 day FREE TRIAL of Gohighlevel via this link . Click here (Snapshots will be sent to your email after you sign up)


Activate Trigger #5 (No booking & no reply in A) YOUR OFFER Claim Nurture - Tag - Change status to Abandoned):

  • Review & Activate


Activate campaign C) Not Yet Ready:

  • Client account > Marketing > Campaigns > select C) Not Yet Ready campaign > Configuration dropdown > set From email address > enter Client Business Name in from name eld > Save!

  • Make sure it’s Active!

  • Marketing > Campaigns > A) Core campaign > Cong dropdown >

  • Next Campaign dropdown > Select Not Yet Ready > Save


Activate campaign D) Booking Requested Reply

  • Marketing > Campaigns > select D) Booking Requested Reply campaign > Conguration dropdown > set From email address > enter Client Business Name in from name eld > Save

  • Review & Activate


Activate Trigger #6 (New Booking Request - Move to Booking Requested pipeline stage - Notify Client)

  • Review & Activate


Activate campaign E) Appointment Reminders

  • Marketing > Campaigns > select E) Appointment Reminders campaign > Congfiuration dropdown > set From email address > enter Client Business Name in from name eld > Save

  • Turn off "Stop On Reply"

  • Review all items

  • Activate


Get 18 free ready to use Snapshots as bonus once you Get 14 day FREE TRIAL of Gohighlevel via this link . Click here (Snapshots will be sent to your email after you sign up)



Activate Trigger #7 (Appointment Status Conrmed - Add to Appointment Reminders campaign)

  • Review & Activate


Visit full onboarding series now on the link below and get started.


Great job!


Your client location is now setup and configured to generate leads into the CRM, turn them into new opportunities in the Opportunities Pipeline, nurture them into appointment requests, and notify your client each time they need to take action.



Get 18 free ready to use Snapshots as bonus once you Get 14 day FREE TRIAL of Gohighlevel via this link . Click here (Snapshots will be sent to your email after you sign up)


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