Leverage High Level to Automate, Optimize, and Scale Local Businesses

This course provides a comprehensive guide to using High Level, a powerful CRM and automation platform, to streamline business operations, enhance customer management, and maximize revenue. Whether you’re an agency owner, entrepreneur, or business consultant, this course will help you implement High Level effectively for local businesses.

What You'll Learn

• How to set up and navigate the High Level platform

• Creating and managing trial accounts for clients

• Understanding and implementing affiliate programs for customers and non-customers

• Setting up membership products and multi-product offers

• Automating email services, onboarding, and upsells

• Integrating High Level with Zapier for enhanced automation

• Providing clients with full access to their accounts and scaling business services

Course Breakdown

• Lesson 1: Opening

• Lesson 2: Introduction to the High Level Platform

• Lesson 3: Set Up the Trial Account

• Lesson 4: Affiliate Program for Customers

• Lesson 5: Affiliate Program for Non-Customers

• Lesson 6: The High Level Agency Menu

• Lesson 7: Settings Menu

• Lesson 8: Live Chat Assistance for High Level Customers

• Lesson 9: Adding a Transactional Email Service

• Lesson 10: Manual Onboarding for Customers

• Lesson 11: Membership Set Up in Your Company Account

• Lesson 12: Customizing the Membership Product

• Lesson 13: Set Up the Membership Offer

• Lesson 14: Set Up a Multi-Product Offer

• Lesson 15: Set Up an Upsell

• Lesson 16: Set Up Workflow for Autoresponder Connection

• Lesson 17: Set Up a Webhook Action in High Level

• Lesson 18: Set Up a Test Purchase

• Lesson 19: Connect the High Level Action to the Zapier Action

• Lesson 20: Take a Snapshot of Your Account and Pass It to Your Customer

• Lesson 21: Give Your Customer Access to Their Account

Bonus:

Downloadable PDF: Help Local Business with High Level for additional resources and automation strategies.

This course is ideal for agencies, business owners, and consultants looking to leverage High Level to optimize local business operations and scale client success.