GoHighLevel is an all-in-one sales and marketing platform that helps small business owners with building and managing their sales funnels. This comprehensive tutorial will guide you through everything you need to know to get started with GoHighLevel as a beginner in 2023.
In this GoHighLevel tutorial, you’ll learn how to set up your account, configure your API keys, build out campaigns and workflows, set up voicemail and SMS, create landing pages, and much more. By the end, you’ll have all the knowledge needed to start leveraging GoHighLevel to level up your sales and marketing. Let’s dive in!
GoHighLevel is a CRM and marketing automation software created specifically for small business owners and entrepreneurs. It includes tools to help you with every stage of the sales funnel – from attracting leads to nurturing them and finally converting them into customers.
Some key features of GoHighLevel include:
In other words, GoHighLevel aims to be an all-in-one solution to manage your entire sales and marketing workflow. This eliminates the need to use separate tools for different stages of the funnel.
The platform is optimized for small businesses and easy to use without extensive training, making it a great choice for solopreneurs, agencies, coaches, consultants and other service-providers.
Here are some of the key reasons why GoHighLevel may be the right marketing automation platform for your business:
Everything in one place – With GoHighLevel, you don’t need separate tools for your website, email, social media, SMS, voice campaigns etc. You can manage everything from one central dashboard. This saves time and effort.
Works for service businesses – GoHighLevel is designed for service-providers, not just product sellers. So it has features specifically for lead generation and management.
Easy to use – The interface is simple and intuitive. You don’t need extensive training to use it. Even if you’re not tech-savvy, you’ll be able to use it just fine.
Great support – GoHighLevel offers excellent customer support via live chat, phone, email and an online knowledge base.
Affordable – Compared to other similar platforms, GoHighLevel is very reasonably priced. They offer monthly payment plans making it accessible even to very small businesses.
Scales with your business – You can start with the most basic plan and then upgrade as your needs grow. GoHighLevel can scale to handle hundreds of thousands of leads when you’re ready.
So in summary, if you want an easy-to-use all-in-one marketing and sales platform tailored for service businesses, give GoHighLevel strong consideration.
If you’re ready to get started with GoHighLevel, here are the steps you need to take:
Go to the GoHighLevel website and click on “Start Free Trial”. You’ll need to enter your name, email, password etc. to create your account.
Once you sign up, you’ll get access to GoHighLevel for 14 days for free. You won’t need to enter any payment info during the trial period.
Once your account is ready, log in and take some time to understand what features are available in GoHighLevel. Learn how campaigns, workflows, voice, SMS etc. work so you can make the most of the platform.
Spend time in your admin dashboard getting familiar with the different sections. Go through the knowledge base and support docs to learn more.
To enable features like SMS, voice, email etc. you’ll need to connect GoHighLevel to third-party services by adding API keys. Here are the steps to do that:
You can use free services like Mailgun or Sendgrid to get started. Here are instructions to set up Mailgun (you’ll get 10k free emails per month):
Create a Mailgun account and add your sending domain.
Choose API Keys from your Mailgun control panel.
Copy the Private API key into the Email Provider section under Settings in GoHighLevel.
Enable sandbox mode in Mailgun while testing.
You’ll need an account with Twilio or another SMS provider. Here’s how to set up Twilio:
Create a Twilio account if you don’t have one.
Get a Twilio number under Programmable SMS.
Go to the Account Dashboard and copy your Account SID and Auth Token.
Paste them in the SMS Provider section under Settings in GoHighLevel.
Add your Twilio number in the SMS Numbers section.
Just like SMS, get a Twilio account and copy over the Account SID and Auth Token.
Add a Twilio number under Voice in GoHighLevel.
With the API keys set up, you’re ready to start creating campaigns in GoHighLevel!
Now that your GoHighLevel account is ready to go, it’s time to create your first campaign! This is where you’ll design the flow to attract, engage with and convert your leads.
Here are the key steps to create a simple lead generation campaign:
Go to Campaigns and click “Create Campaign”. Choose a Campaign Name.
Select your Sales Process – this is the sequence of actions a lead will go through. Choose Lead Generation to start.
Design your workflow with a series of Actions like SMS, Email, Voice Drop etc.
Set up Triggers to move contacts through the workflow e.g. send email 2 days after first SMS.
Create Landing Pages, SMS scripts, voicemail scripts and emails to use in the campaign.
Integrate with your website forms, chatbot etc. so leads enter your workflow.
Activate the campaign and watch the leads coming in!
Make sure to test your workflows and messages thoroughly before making your campaigns live.
The CRM feature in GoHighLevel helps you manage your contacts and deals in one place. Here’s an overview of how to set up your CRM:
Add Contacts – You can manually add contacts or they get saved automatically when leads come via campaigns.
Create Deals – Deals can be created manually or when contacts reach a certain point in campaigns.
Build Pipelines – Design sales pipelines for your team with stages and add deals to the pipelines.
Assign to Sales Reps – Assign deals to sales reps on your team for follow up.
Add Custom Fields – Add custom contact and deal fields like Lead Source, Industry etc.
Import Leads – Upload contacts from other sources like CSV or integrate with other apps.
Tag Contacts – Use tags to segment and organize your contacts.
Send Emails – Email prospects directly from the CRM.
Proper setup of your CRM will ensure smooth lead management alongside your campaigns.
GoHighLevel makes it easy to automatically schedule appointments with prospects who have shown interest.
Here’s a quick example of how it works:
In a campaign, send prospects a scheduling link via SMS/Email/Voice.
The link goes to a GoHighLevel landing page with a calendar showing available times.
Prospect chooses an available time slot that works for them.
The appointment is automatically added to your calendar!
You can also set up Buffer Times before/after appointments, require pre-payments and customize booking pages.
This way, your sales reps don’t need to manually follow up with every lead to schedule calls. The automation saves a ton of time while booking more appointments!
Two powerful marketing channels offered by GoHighLevel are voicemails and SMS messages. Here’s an overview of how to set these up:
Get a Twilio phone number and add it in GoHighLevel.
Write a voicemail script that provides value and gives callers a clear CTA.
Set up a workflow to automatically leave voicemails for your prospects.
Record the voicemail in your own voice or use text-to-speech.
Trigger the workflow using time delays, actions, new forms etc.
Get a Twilio or other SMS number and add it.
Write a compelling SMS message – focus on value first, selling second.
Build an automated workflow to send SMS to prospects.
Set up triggers like sending a new SMS 3 days after they sign up.
Track open rates and engagement – optimize messages based on what works.
Used correctly, voicemail and SMS campaigns can generate more leads for your business at lower costs.
Landing pages are essential for capturing leads and moving them into your sales funnels. GoHighLevel makes it easy to quickly build custom landing pages.
Here are some tips for creating high converting landing pages:
Have a strong headline and sub-headline focused on your offer.
Use benefit-driven copy – talk about outcomes not features.
Have a hero image relevant to your target audience.
Keep forms short – only ask for essential info.
Use call-to-actions that clearly tell visitors what to do.
Limit distractions – avoid unnecessary text/images/links.
Use contrasting colors for buttons/CTAs so they stand out.
Add social proof like testimonials or logos where possible.
Thank visitors after they submit the form.
Test different headlines, copy and designs to maximize conversions over time.
GoHighLevel allows you to create sub-accounts to manage large teams. Here are some tips on using sub-accounts effectively:
Give account managers the sub-account role to manage an individual sub-account.
Let reps only access what they need by limiting sub-account permissions.
Create separate sales pipelines for each sub-account.
Segment contacts by assigning them to relevant sub-accounts.
Allow managers to monitor rep performance per sub-account.
Set sub-account billing to charge clients directly (agency model).
Restrict reps to only accessing their sub-account.
Share common resources like SMS numbers across sub-accounts.
Sub-accounts allow you to scale your agency while keeping clients separate. Manage users, billing and reporting at sub-account level.
Here are some key settings to configure as you get started with GoHighLevel:
Users – Add team members and select appropriate roles like Admin, Account Manager etc.
Billing – Contains billing details if you are on a paid plan. Can also add sub-account billing.
Account – Configure account settings like name, defaults, language etc.
Data – Manage CSV imports, exports, fields etc.
Apps – Connect other apps to GoHighLevel like Slack, Zapier etc.
Notifications – Manage app notifications to your email and mobile device.
Integrations – Connect forms, chatbots and other lead sources.
Take time to thoroughly go through each section under Settings to maximize the use of features available in your GoHighLevel account.
Here are some final tips to help you get the maximum value from GoHighLevel:
Leverage webinars and blog posts from GoHighLevel to keep learning.
Attend free live training sessions conducted by GoHighLevel periodically.
Make use of the Facebook community to connect with other users.
Follow tutorials published on the GoHighLevel YouTube channel.
Tap into the knowledge base for troubleshooting and how-to guides.
Contact support via live chat or email if you need assistance.
Upgrade to a Pro plan for more features as your needs grow.
Sign up for a dedicated account manager for personalized onboarding.
The GoHighLevel team provides excellent resources for users at any stage to help maximize results. Be sure to tap into them.
That concludes this comprehensive GoHighLevel tutorial! You should now have a good understanding of how to use GoHighLevel for your business as a beginner. The key takeaways include:
GoHighLevel is a great all-in-one platform for service businesses to drive more leads, book more appointments, and ultimately grow your bottom line. Follow this tutorial to hit the ground running with GoHighLevel. Over time, keep optimizing and customizing it based on the needs of your unique business!
The purpose of this tutorial is to provide a comprehensive guide for beginners on how to effectively use GoHighLevel.
You can access the tutorial by visiting our support portal and searching for "GoHighLevel Tutorial for Beginners".
Yes, this tutorial is specifically designed for beginners who have no prior experience with GoHighLevel
No, in order to use GoHighLevel, you need to create a GoHighLevel account.
For a new client, we recommend starting with the Starter Plan, which offers basic features at an affordable price.
Yes, you can use your existing templates with GoHighLevel. Simply import them into your GoHighLevel account.
To import your Twilio numbers into GoHighLevel, follow these simple steps: 1. Create a Twilio account if you haven't already. 2. Generate Twilio API keys. 3. Copy the API keys. 4. Log in to your GoHighLevel account. 5. Go to the Settings page. 6. Select "Integrations" and then "Twilio". 7. Paste the API keys into the designated fields. 8. Save the changes.
Yes, the HighLevel support portal is available for you to seek assistance and find answers to your questions.
Yes, Mailgun is free to use with GoHighLevel. However, if you require additional features or higher email volume, you may need to upgrade to a paid Mailgun account.
After completing the tutorial, you should have a good understanding of how to use GoHighLevel. You can further enhance your knowledge by exploring additional resources such as webinars and blog articles.