GoHighLevel Service Pro Roadmap

1. Welcome: Getting Started: Hello and welcome to the GHL Service Pro Roadmap, where I'm going to show you how to be a profitable service provider for G high level agencies. In this program, you're going to learn the skills to become a proficient high level user, ways to monetize those skills remotely to give you time, location, and financial freedom, and you're also going to learn my favorite way to get well qualified, well paying clients without using any advertising. Using the skills that I'm going to teach you inside of this course, I've been able to support a family of four on a single income. These are by far, some of the most transferable and valuable skills that you can learn on the Internet today. You're providing a real service to a real business that has real tangible value and drives toward a real business outcome. Now, if you see me on YouTube or you may have taken some of my other courses on high level SAS, this service provider model is going to be slightly different than the traditional SAS model that I've talked about in some of my other programs because we're not actually bringing people onto our own white label of high level. Instead, what we're doing is we're actually providing service work to other agencies, and this is more of a middleman model, more of a freelancer model than selling a product or selling a service to end users. However, if somebody does come to us and doesn't have a high level account just yet, right? They're a small business. They're just starting out, but they maybe saw some of our content online. We are going to go ahead and we're going to refer them to high level as an affiliate and earn some affiliate commissions as well along the way. And to give you kind of a big picture strategy here, it's really, really simple. Number one, we're going to start with creating long form content to attract our ideal prospects. Then we're going to use a lead magnet to educate these people one to many, nurture our prospects. And then when they're ready to buy, we're going to close high dollar deals with quick chats over Zoom. I don't really want to call them a sales call, that's not what they 90% of the people are going to be coming onto your Zoom calls presold and ready to do business. It's just going to be a matter of hammering out some final details, and you'll be off to the races. So with that said, I want to say welcome again to the program, and I will see you in the next lesson. 2. Welcome: What You Need to Succeed: Hey, welcome back to the program. In this video, we're going to be talking about all of the things that you need to succeed as a go high level service pro. Now, unlike a full fledged SAS company, the list of things that you're going to need is a little bit lighter weight because we're only going to be maybe a one person operation. Perhaps maybe you've got a team of one, maybe two VAs, but generally, it's going to be a lot less of a lift to get this business off the ground. However, there are still a few essentials that you're going to need, and there's going to be a few things that are going to be nice to have along the way. Now, I've also taken the time to break these down into the absolute must haves, the should haves, and the nice to have when you're getting this business here off the ground. First, we're going to start with the absolute must haves. Number one, you're going to need at least a $97 high level account. Now, I'm going to leave links to every resource down below every single lesson. That way, if you ever need a link, you can go ahead and grab it. But you're going to need at least a $97 high level account. You won't necessarily need a 297 or a $497 account for this particular model, but you do need at least one sub account and you can go ahead and you can work in and out of every single day, not only to learn the system, but also to run your own business, right? You're going to have a lot more credibility if you're eating your own dog food and you're working inside of high level every single day. Also going to need a free Cloudflare account. Now, I'm going to leave a link down below to a video showing you how to set up Cloudflare. But basically, you're going to need a CloudFlare account to do all of your DNS because high level really is built for either Cloudflare, Go Daddy or Google domains. A lot of their domain setup happens automatically, and it's going to make your life 100 times easier if you have Cloudflare managing your DNS. I also recommend that you grab a name cheap account to go and buy your domains or any other domains. Now, you can buy your domains inside of High level. However, I don't do that because I want to keep especially in anything that I do online, I want to keep my domains independent of anything else that I do because I'm not saying that high level will do this, but high level could. If you buy your domain from them, they could hold you hostage or hold that domain hostage. It's something that Click Funnels does. It's something that WIX does. I prefer to just buy my domains specifically on Namecheap, because one they give you free privacy unlimited. They give you free privacy. Your information's not going to be out there. It's a free service that they offer. A lot of places will charge two or three bucks a year for that. Namecheap does it for free, and also Namecheap is some of the cheapest domains that I found on the Internet. But, yeah, I want you to go ahead, grab your domains over on Namecheap rather than grabbing them inside of high level, again, just because you'll have that extra layer of control over your domain name. And again, I've left links to everything here down below. Inside of your $97 high level account, when you get your high level account, when later lessons, I'll show you how to set everything up. But high level is going to give you three sub accounts to work out of so that you can run your business out of one sub account. Then create your signature framework, snapshot in another. Now, we're going to get into this in later lessons, but it's going to be an easier sale for you and it'll be easier for you to make content if you develop one signature framework that you put into pretty much all of your accounts and use that as a snapshot kind of as a starting point so you can start performing your service work, especially on your scratch builds. Again, we'll get into it in a later video. Again, the $97 is a low cost. It's a much more accessible option than the two niney seven or the 497 account. Although you may upgrade to a 297 if you start having multiple snapshots that you're building and you've got multiple accounts that you want to go ahead and maintain. Although I don't see a 497 account, full SAS account really being needed in the service provider model that we have here because you're not going to be bringing on a lot of volume accounts. Really need the automated onboarding that the 497 there provides. And then you can go ahead and you can use a third account. So we've got your one company account, we've got your second signature framework account, and then you've got a third sub account that you can kind of just use as a sandbox that you can click around, try things. You can break things. You're not going to affect your day to day business. It's really something that when high level comes out with a new feature, you can run right over to that sandbox account, click around, and it doesn't matter if you break anything. It doesn't matter if you break it because you can always go to support, and they can reset it. Whatever you do in that third account is not going to affect your main company account that you're using every single day. Now, when it comes to CloudFlare and your name cheap accounts, I covered this before, but CloudFlare makes your DNS stuff super easy and super fast, while securing your site for free and also speeding it up. And again, a lot of the DNS stuff when you go to hook up domains and things like that, it's really built for Cloudflare. It makes it really, really easy. A lot of things are automatic and you're not copying and pasting DNS records manual through something else. Namecheap is also, again, going to provide your domain privacy free, and it also keeps your domain independent of any platform, so high level cannot hold your domain hostage or click funnels or Wix or anywhere. Just buy your domains. I'm going to say this till I'm blue in the face. Buy your domains independently of any platform that you're working on. Now, when it comes to your business should have, you should have an EIN, LLC and an operating agreement. You should have a business bank account and a credit card, business credit card. And you should have a stripe account to process your payments from your clients. Again, I've got links to everything down below this video. Let's kind of go through them here more in depth. So your EIN, your LLC, and your operating agreement, okay? Your EIN stands for employer identification number. This is something that is free to get. You can go right to the IRS, get one in about 5 minutes, and then you can use that to then form an LLC in your state. I have a feeling a lot of you are going to be watching this in the US. If you're international, you're watching this abroad. Look up your local business entities. I don't know, unfortunately, the specifics of how to get that abroad. But if you are in the US, go to your local state's website. There's actually a link to a YouTube video I did showing you how to get both of those things. And the third thing that you're going to want to get even if you're a one person agency and even if you're a one person show, grab and make an operating agreement because banks and local credit unions are going to want to see an LLC and an operating agreement to open a business bank account. I remember when I first opened my business bank account for my first business, they wanted to see my EIN. They want to see my LLC. I sent that to them. I got a phone call in the car and they said, Hey, you want to see your, we want to see your operating agreement. I didn't have one. So what I did, I was actually driving Uber at the time. I pulled into a parking lot. I had my laptop in the back seat. I found I think I got off a McDonald's or Starbucks Wi Fi, I parked close to the building, open up my laptop and found eforms.com. It's all on the YouTube video. I'll show you how to do that. But I created my operating agreement right there, and I had to sign it myself. I think I went to a library. It was a big production. But Make sure that you have that before you're going in for a business bank account. And these are also really easy to DIY, okay? EINs are free, and LLCs only require a small state filing fee. My state of Pennsylvania, I think it's $195 to file an LLC and form an LLC. It's not much. And again, it's like three papers that you got to fill out that are pretty self explanatory. Again, banks will also want to see both an LLC and an operating agreement. In terms of business bank account and credit card, it's always good practice to keep your business funds and your personal funds separate because it makes it way easier to do your books and calculate your profit on a monthly basis, and it makes it really easy to prepare when it comes for tax time. You're running your business out of your personal bank account, separating what's a business expense and what's a personal expense is going to be way time consuming. And it also might open you up for liability later. If you're co mingling funds. So, go to a local credit union and that's what I did. My local Credit Union has free checking accounts. I opened up a free checking account for my business, and then I also got a business credit card from the credit union that I now go ahead and I use for all of my business transactions. Now, I use a credit card and not a debit card because a credit cards going to shield your funds from anybody who might get the card number. So if you get to the point where you're going to run ads on Facebook, I was running ads on Facebook, and I was new. We hadn't gotten the credit card. But we were trying to launch quickly. We were trying to get things up and running, running ads, and our account got hacked. And the person who hacked the account, it was a business debit card that was there. They turned the ads up to $10,000 a day, and they drained our account in about 24 hours, and we were just we were done. Ran out of money, busted, and because it was an investigation, because we were on the we were on the hook because it was a debit card, didn't get our money back for about six weeks. And it got really, really hard to do business. Had that been a credit card, basically, I would have called up the credit card company, said, Hey, account's been compromised. Most credit cards have a $0 liability. They say, no problem. We'll credit the money, shut the card off, get you a new card, you're back in business the next day, and you're not out any actual cash. So, get a credit card, not a debit card as soon as you can, because if something happens, you want to keep your money safe. And then finally, we get into the business nice to haves. Which is a Canva Pro account and a Google brand account. So for your Canva Pro account, I'm actually creating these presentations with my Canva Pro account. If you're watching this video and you've been in the online space for a while, you probably already have one. If you're new to the space, a Canva Pro account is worth its weight in gold. If you're not used to PowerPoint, Adobe Photoshop or really any real design software, Canvas awesome because you're going to be using it to make content. You're using it to make deliverables. If you're doing presentations like this for YouTube, Canva just makes it really, really, really easy. I can't stress that enough. And also, a lot of your clients, if they're not designers, they might use Canva too. So if you want to be sharing templates back and forth, everything's very compatible. And again, Canvas pretty universal. As far as a Google brand account goes, you're going to want to create a separate Google account for your business, again, keep your business and your personal separate just because, again, it's going to be easier, and if one gets compromised, you don't want the other one at risk. So I actually have a special Google Gmail account for my business and one for my personal it just makes life a lot easier and I sleep a lot better, knowing that my business and my personal stuff are separate and there's a big giant wall between the two. And having said that, I will see you in the next lesson. Again, I've left links to everything, links to more content down below this video showing you how to get all the different stuff. So I will see you in the next lesson. 3. Welcome: Getting GHL Certified (Or Not): Hey, welcome back to the program. In this lesson, we're going to be talking about the high level certified Admin program and whether you should get certified or not. Now, if you're unfamiliar, high level has an official certification program called their certified Admin Program. Essentially, what it is, it's a way for high level to vet their users and vet their service providers, and it puts them through a test. And if you pass that test, you then get the high level admin certified seal of approval, and you can then use that as a way to market yourself as a service provider, and you also get access to exclusive leads. Now, the program is an extra cost. The certification does cost an extra $97 a month or $970 for the year. But in my opinion, at the time that I was certified, it was well worth it because I generated well over $5,000 in business in the first two months of becoming certified, so the certification paid for itself. Now, should you get certified or not, it's going to depend upon a couple of things, and when you should get certified is also going to matter. Because when you join the certified Admin program, you don't get the badge until you pass the test and you don't get to pass the test until you know the program. But you start paying your membership fees on day one. So for me, I've been using high level since 2022, and this program came out, I want to say, like, midway through 2023, maybe early 2024. So I'd been using it for almost two years, ahead of time, I knew this system in and out. I was able to take my test on day one, get past and schedule my test for two weeks later. And I basically got certified in the first month, so I didn't have runway, right? I wasn't spending time learning the program. So but once you get in the program, let me show you what it looks like once you're in. Now, when you do get certified, here's what you get access to. Inside of here, this is going to get the private certified Admins group. My membership has since lapsed because I put more of my effort here on SAS and content creation. But inside here, you will see the high level certified Admins group. Alicia, she's the director of certifications. She runs the group. And essentially, this is a place where they're going to put leads for people who need high level work, and they kind of put up a post that will say, opportunity needed. The work needed, there's a little blurb and then all the person's contact information. When they go up, you will get an email that basically says, you've been tagged in a post, and that post will have the person's information, it will have the lead to go ahead and follow up. I'll go over how I converted these leads into paying clients in a later lesson. But basically, that's the core reason why you would get the certified Admin badge was for those leads. And I got those leads. I got a couple of jobs from those leads, but that was probably if you were looking for a direct ROI, that's why I would go ahead and get certified. The intangible reasons to get certified, it was going to be that you actually get listed in their high level directory. This is the high level certified directory. And as you can see, you get this director with your picture. You get you get a little blurb about you, links to your socials. And if somebody's looking for a certified admin, you've probably seen it in the high level Facebook groups that they're always pushing this director. They say, Go find a certified person here for work, and they sling a link to this directory. So, along with the group and the exclusive leads in the group, you do get listed an exclusive directory here. Now, you also get this badge that you're allowed to display on your profile on sites like Upwork, on sites like LinkedIn. And now this is starting to become a thing where people know if someone's high level certified, they know that they've passed the test, they know that they know what they're doing, and you can charge more money when it comes to doing work because you have the official seal of approval. Think of this as like having a Salesforce certification. That's probably the number the apples to apples kind of comparison. Salesforce certification, high level certification, they're kind of trying to do the same thing. And before you think that the certification is just kind of a rubber stamp, it is a really hard test to pass if you've never used high level before. Oh, again, don't go ahead and don't get certified right away. Some people do use the certification materials to go try to learn the system. I'm going to do my best here in this program to show you how to learn the system. If you want to do that, just know that you're going to pay $97 a month to learn high level. But again, it's a hard test to pass because if you look here, you've got 410 members in the certified group. When you first join, you get into the certifications group, which has 2000 members. So they've only got about a 25% pass rate. This is everybody who's studying this is everybody who's passed. So you'll see that there's 2,400 members. And the way the test works is there's actually two parts. There's your Part A, which is going to be, I think it's a three or 400 question multiple choice tests about high level. And then there's Part B, which I call it a live proctored exam, where you're actually going to set up a blank high level account. They give you a fictitious scenario with a client, and then it's up to you the admin to create basically the scenario that the client wants inside of an hour or less. It's a live test, and it is a practical exam as well. But once you pass, you then get your certification badge, and you can start raising your prices and listing yourself as an admin everywhere else. So again, for me, I see value in getting certified, although I would not get certified to learn the system. I would learn the system and then get certified because again, your payment of $97 a month starts on day one. And if you're going to spend three or four months learning the system, you're going to be out 300 or $400 just learning the system. You can do that for free. Use your sandbox account, click around, go watch some YouTube videos about different scenarios and then try to recreate them on your own. That's how you're going to learn the system. There's really no A to B. Kind of this is how the system works out there. Again, I'm going to try to create it with this program, but there's going to be a lot of curveballs that get thrown at you and that's going to be you're only going to know those answers from trial and error and clicking around inside of your own account. But when the time comes and you're comfortable with the system and you can basically set up an account from scratch and then set up a calendar and set up a basic automation, you're ready to go ahead and go get certified and schedule your test. So again, I recommend this, just not yet, make sure you know the system, but when the time comes, there's a link right below this to go ahead and go get certified. And with that said, I will see you in the next lesson. 4. Welcome: What You Should Charge: Hey, welcome back to the program. Hopefully this lesson is going to open up your eyes, and hopefully this is going to be kind of a recalibration moment for you because in this video, we're going to be talking about how much you can charge as a high level service P. Now, let me start off by saying that this is what is considered a dark market. So there is no published going rate. There's no market rate. There's no AI Is this a good price or not? Everything is completely subjective and between you and the people that you're selling to. However, these were my prices, and this is actually what I charge to do work. For project based builds, generally, this is going to be something that is a full buildout from scratch. There's going to be a lot of new agencies where people have a lot more money than they have time. For a full buildout, I'll go anywhere $2500-5 thousand. Now, a $5,000 build will be something where I set up their agency account, their company sub account, and create a custom snapshot for that particular person all built natively within high level. I will not do any outside integrations unless it was something that's like adding a tag from Zappi or somewhere like that. I do not know how to code I don't know. I'm not a developer. So if you're a developer, you can do more, and you can probably charge way more than $5,000, as I'll show you later on in the video. For a $2,500 buildout, generally, that would be just setting up their agency account and their company sub account without the custom snapshot. And just for reference, high level does offer a basic setup service natively for $1,000, which will set up their I think it's just their agency account and just their domains. So it's very, very basic and it's $1,000. So that's the floor, essentially of the market. So for setups and builds, do not charge less than 1,000 bucks. When it came to hourly jobs, if it was someone who wanted me either on retainer for consulting or somebody wanted me to tangle support tickets for them or look at some of their processes, right? It wasn't a defined project of, Hey, build this. It was kind of a, again, I'll pay you by the hour. My hourly rate was $55-100 an hour. And now here's where I got those figures from. Number one, the work that you're doing is going to be comparable to that of a Salesforce admin. And as you can see here on some of these quick Google searches, the average salary for a salesforce admin is about $90,000 a year. If you average that out over 2,080 hours a typical 40 hour workweek, that comes out to about $43 an hour. So having that 55 to $100 range is middle to upper sales force admin. But you'll see, as we get into the program, if you're putting out content, you're building a brand, you're going to be able to command above average pricing. And Alex Hormozi actually talks about this calling brand equity, right? Nike can sell a pair of sneakers for $300 with the Jordan logo on them, whereas a basic no name shoe, 15 20 bucks, but they both go on your feet, and they're both sneakers and they both feel comfortable. But Nike can get that premium because of the brand and because of all the content that Jordan has put out over the years in the form of sports highlights. So you're going to do something similar on YouTube to get that premium pricing. Now, when it comes to the full $5,000 buildout, a full buildout from scratch, again, company account and sub account snapshot setup will take every bit of 100 hours to complete. If you account for also revisions and then supporting your client afterwards, all the little texts, all the email chains back and forth, the quick calls that they want to jump on, it's going to be every bit of 100 hours into a project, and $50 an hour times 100 hours is a $5,000 job. And for the first account, you're going to be building everything from scratch. You're going to be building everything custom to the way that the client wants. However, on the second and the third build, ideally, what you want to do is you want to create a snapshot of your first one. So essentially, that becomes a template that you can import to number two and number three, and you can drastically reduce the amount of hours you spend on a project, which can actually boost your per hour compensation. So the first one was 100% going to take you 100, maybe even 200 hours to build. But the second, third, fourth one, sometimes you might get that down to 20 or 30 hours, but it's still worth a $5,000 project. But we'll talk about doing all of this later on in the program. And if you look at some of the screenshots here on the right, I am priced mid market. Now, I am way more than somebody who may be based in a developing country who's not putting out content Um I'm priced more than them, but I'm certainly not the highest in the field, right? There are people over here. Like Kaitlin over here charges 15,000 $25,000 for a buildout. Jared does 150,250 an hour. Oscar does 150 an hour for service work. So at my 50 to 100 and at my $5,000 for a build, again, I'm kind of middle of the road. Reason being is that number one, I am extremely a generalist when it comes to this. This is also not my sole focus. My focus is putting people onto my white label SAS. I became a service provider as a hustle to pay my bills, as I was going through a pivot, but these people here, their whole business and their whole focus is providing service work and building out teams, so they're able to command higher pricing than me. Some of these people are also either specialists in a specific area of high level or they have coding experience, right? They are a developer. I'm not a developer, so I can't charge developer money. So again, if you have development experience or you're a specialist, and let's say am I am the high level calendar expert, you can charge more than me to build a calendar, because, again, you are the calendar expert. As long as you get more specialized, your price can generally go up. And before I close out the slide, I want to let you know that you should never sell out of your own wallet, okay? The people that are going to be contacting you from YouTube, the people that are gonna be contacting you for high level service work, oftentimes are going to have a lot more money than you do. So if you think your price is a lot of money, it doesn't necessarily mean that it's a lot of money to the person that you're selling to. Okay? So again, don't sell out of your own wallet because the person's wallet that you're selling to is often a lot bigger than yours. And then, lastly, I just want to address I know how to compete with the $8 an hour pros, because I know I talk about doing service work, I talk about my pricing, and I get a lot of people that go, Well, what about the person on Five or who's building a whole website for 50 bucks or what about the person in Romania who's going to work for $3 an hour? I don't want to throw shade at those people, okay? Because people in developing countries are professionals and they absolutely will do good work. Okay, but they just cannot command the pricing of a US based provider. Again, we've seen all the people on FV are offering to build full websites, again, for 50 bucks. And again, they're often in developing countries. The reason why they can't demand US market pricing is generally because number one, is that their English is not necessarily it's not their first language, right? So their command of English and their command of sales copy generally is not there as a native speaker in terms of basically the finnish product, right? So people from those developing countries may require more revisions. They may take a little bit of time, even though it takes less money, it's going to take more time to get a project done and go through more revisions. Having said that, I don't have anything against people in developing nations. I've got two video editors in the Philippines who I freaking love but I do pay them top dollar. I think I pay them double the market rate in the Philippines because their English is fluent and it is almost just about native quality. And I can generally get videos in one, maybe two revisions. So I'm willing to pay a premium in money to get the speed and getting a video out, and that's how your clients are going to be thinking. They're going to pay somebody who's US based, somebody who has US business experience, and they can get the job done with fewer revisions. That's why you can command ten times the price of somebody who might be working for $3 an hour. So again, nothing against those in the developing countries. Their technical skills are often there. A lot of times, they're better than someone like me. But I bring the I bring the copy, the sales and the marketing expertise, as well as the US business sense. And again, and again, some of that sarcasm and just natural English speaking ability to make the copy on the finished product that much better. But having said that, if you're in a developing country and you're watching this, by all means, try to ask US money, see what happens. Okay? If you're putting out content on YouTube, like we are in the lesson, you're building that brand, you're building that brand equity. If you have a YouTube channel and you get a couple thousand people that are out there, you can charge US pricing, even though you're not in the US market, right? If you might be in a developing country, but if you've got a YouTube video, you can probably charge US pricing. So again, we're going to talk about this later on in the program, but by putting your content out on YouTube, you're going to be able to build a brand. You're also going to be able to increase your pricing power. Because a lot of the people who are charging those low rates do not have any social media presence at all. And with that said, I will see you in the next lesson. 5. Welcome: Getting Official Help: Hey, welcome back to the program. In this video, we're going to be talking about all of the official high level support options that are available to you, the high level user and high level service provider. As much as I want to say, I can help you with absolutely everything, I can't, okay? I'm not going to be the fastest person to respond, although you can email me the questions. You can send me a message to try to try to get things sorted. But if I'm not there high level is standing by 247. I want to show you what you can use to get an answer again, 247. First off, when you're inside the platform, if you come up here to the top right, you'll see this little blue blue question mark. If you open that, that's going to be the official support window. Now, inside here, you've actually got three buttons here. You're going to use the Start chat a lot. If you open up the chat, it's going to start a little chat over here. There's a support bot where she's basically going to ask you some questions. Is this affiliate? Is this technical? Is this billing support, whatever it is? Generally, after a quick screening, you will get into a live chat with a real human. And again, as you'll see right now, though, it takes about 20 minutes to find a human. So you might be sitting here for a little while. Sometimes it's under 10 minutes, but right now it's replying in under 20 minutes. And this will also keep a record of all of your other chats, as well. So if you have questions or like, Oh, what did I send them, the chat will also keep a record of what everything here was said. If you open up here, they also have a phone number. If you contact them right down here, right? For instance, if something on the chats not working, you can call them. You can call High level, which is really rare for a software company. I generally don't see a lot of phone support, but High level does that, and you can go through there and actually get phone support that way as well. And then also, if you have something you just want to raise a ticket, you can click Raise a ticket. I'll give you a form, you fill it out, and then they get back to you when they get back to you. But also, they have Zoom people standing by. You click the Zoom. There's a quick little chat, and then they will schedule a Zoom call. You can hop in one to one and figure out your issue, whatever it is that you're working on. So these three buttons will get used a lot. In three years, I've never called them on the phone, but I do tell everybody the phone is there if you need them. And as you can see, there's also a welcome course, and there's also high level events that they do inside the Facebook group to help you understand the platform, you know, product town halls and things like that. Speaking of the Facebook group, it's right here. Again, I'm going to have links to everything down below. Jump into this group if you have not already, because if there is something that's acting a little bit weird, support, their first line support sometimes doesn't understand or recognize the issue. You can usually put up a post in here, and there's probably somebody who's done a weird work around, figured it out, and they're super helpful in here if you are if you run into issues. However, when you first join this group, you might get a couple of weird DMs with people offering their service work, but it does die down after a while. But again, just know when you join the group, you're going to get some weird DMs, they go away in a couple of days, a couple of weeks. So yeah, but hop in the community because this is actually where they also do a lot of their live events inside the group, and this is a really big resource for somebody. Shawn here, the CEO, he will do a lot of product releases, new feature releases. He does quick rundowns on them. And you as a service provider, should keep up on top of these and kind of just you don't have to be glued to them, but just understand what's coming out when so that when someone inevitably asks you about you know about it, you're not caught flat footed. The other group you can join is actually the high level job network. This was created because inside of the main high level group, there was a lot of people asking for, Hey, I need someone to build out this for me, or does anyone know how to do X DME for a job? So basically they spun this group off the main group. And as a service provider in here, you can actually get fined a fair amount of work because people will put up people will put up posts looking for someone to do work for them. So again, you come in to here this person's looking for a high level specialist about the role, this would probably be an hourly type role. If somebody comes in here looking for US based, high level expert, this is going to be a gold mine for jobs. It might be a little bit competitive, but if you have a YouTube channel, you can refer to people and you have that certified badge, you're going to stand a head and shoulders above most people in this group. And then, lastly, we have the high level support portal itself. Basically, you go to help dot go high level.com. It's going to take you to this page where you can get all of your customer support. And then there's also a bunch of help articles that you can go ahead, read all the documentation, and most articles will have a video attached to them showing you how to do. They've got screenshots. Of course, I grab the one that doesn't have a video. But more times than not, there's usually a video showing you how to work that particular feature, that particular section of high level. So this is a resource I go into. I I I run into something I'm not quite sure how to solve or it's doing something weird. This is where I go. And with that said, between the official chat support channels, the two groups, and the helpdesk, you should have enough to get going, and I will see you in the next video. 6. Welcome: How GHL Accounts Are Structured: Hey, welcome back to the program. In this module, we're going to start setting up your company sub account inside of your high level agency account. And I understand that if this is a course on becoming a high level service provider, if you already know high level, you can skip this entire module. For people who are new or want some clarity or refresher, you can go through this at two X speed. But I also understand there's going to be a lot of people who've never used high possibly taking this program, so I decided to include this module and make it available if you want to, if you want to skip it or not. Now, having said that, let's begin. So basically what I put up here on the screen is a diagram of how the $97 high level account is set up. So when you first log in, you're going to be taking up here up to your agency account, which is up at the agency level, and that's actually covered setting that up, I'm covering that in a different section, which I'll include setting up your agency account, which I've basically just pulled from my white label SAS because it's essentially going to be the same type setup. And as a service provider, you're not really going to spend a whole lot of time up. Instead, you're going to be spending a lot of time down here into your company's sub account. And you'll notice that I actually have three sub accounts here because you get three sub accounts on your $97 plan of high level. So again, if you remember from one of the previous videos, we want to work our day to day out of one. We want to maintain our signature framework in another, and then we want to use another one just to kind of sandbox and mess around. So what we're going to do is this module is going to focus on the company sub account, we're going to focus on setting that up. And then there's going to be most likely another module on how to basically set up your framework and then snapshot it so that you can then import it into your client accounts when they come to you looking for a scratch build. And then Sandbox account, I don't think I really need to make a module on a sandbox account. It's just something for you to go in, try stuff, experiment, freeing, click around, and you're not going to affect either of these two accounts here. So, having said that, we're going to continue on the module where I'm setting up our company sub account. I'll see you in the next video. 7. GHL Account Setup: Profile Setup: Hey, welcome back to the program. In this video, I'm going to show you how to set up the personal profile and all of your personal details inside of your high level sub account. So this way, when we start using all of the user dots and all of the location dots, custom values, everything is going to pull correctly, you only have to do stuff once. Alright, so I'm here on the dashboard inside of the sub account. And in case you don't know how to get to the screen, when you're going to log into high level, it's going to show you your agency. And then you're just going to do is you're going to click this little this little slider here and you'll see the three subaccounts. It does not matter which one you pick. I think high level will load you with one when you first start the trial. Just select the one that's here. Basically just go ahead. Click the one that you want, and it's going to bring you onto this particular screen here. Now, once you're at this screen, if you come down to the bottom here into settings, you will see on the left side where it goes into Business profile and my profile. We're actually going to set up both of these in this video. First up, we're going to start inside of the Business profile settings because these are probably going to be filled out when you purchased High level or when you started your trial. But real quick, I just want to run down some of these. I'll start here kind of on the left side. Then we'll go to the right side. Your business logo, you're going to want to go ahead. You want to upload your business logo here. Ideal size is going to be 350 by 180. Again, it's easy enough to upload a logo. You click the button, go find a logo. And then once you've uploaded your logo, you'll see it right here. Once that is uploaded, you're going to see your friendly business name down here. Now, the friendly business name inside of your sub account is what is going to show over here on this side. So make sure that you change this to your business name or something that when you go ahead and search it inside of a sub account, it shows up correctly. Legal business name. This is what's gonna pull for when you start doing your ATP, so you want to make sure that you actually have your legal business name here complete with your LLC on the end, right? Whatever you're legally doing business as, Your friendly business name is basically what your customers see. So let's just say that my friendly business name here is Z demo, GHL Service Pro setup, and then my legal business name was Service Pro setup, LLC. If I didn't want customers to see this, they are not going to see this as long as I have the friendly business name here. Then you just want to create your business email, support at. Servicep.com. Again, you're going to have your own email domain. If you don't have a business email yet, I'm going to show you how to set this up later on in the module, but just put what you want your business email here to be ideally at your domain.com. Business phone number, again, this should probably pull up when you purchase high level. I'm going to skip the branded domain for now. I'm going to come back to this when we go ahead and we start hooking up our email and our website domain and our email domain. I'm going to do kind of branded domains with that all in one module. So skipping over Branded domain, we're going to come down here to Business website, you're going to want to put your domain that you buy. Again, this is a fictitious one. Servicep.com. If you want to if you want to put a business niche in there, you can. If not, you can leave it blank. It doesn't really pull anywhere. When you're done, you make sure you hit update information. Invalid country. If you're in the US, again, this is probably This probably happened when you bought high level, but just make sure you have a country code in there, update the information. And now once you update your information to save this panel. Now we're going to come over to our other panel here, your physical address. Again, make sure that your address is here, that is the legal business address. This is what's going to pull when you go ahead and do your ATP application so you can text people. So have your street address there, platform language in English. If you want to change it, you can change it to over I think it's about a dozen languages now that they have. And then outbound communication language. We also want to make this in English if you're English, but you can also put it here in Spanish. Update, just kind of make sure that all that stuff is right. Authorized representative, this is also going to be you. And again, this is going to pull for when you start doing A two P. So you're just going to put your name here, put your email or you can put your support email. It does not matter. But make sure you put a business email here. Servicepro.com. Job position. I make myself general manager. It doesn't really matter what it is. And then phone number, you can put your business phone number here as well. You don't have to put a personal phone number here. Um we can go ahead, do that. Hit update information. Coming down here into Business Information, this is also going to go onto your A two P. So a business type, you want to pick limited liability or sole proprietorship. That's probably 99% of the people watching here. So we click there. Industry, this is going to be I think it's professional services or services, something like that. This one does matter. Let's just put online for now. Online is there, and then business registration ID type, again, 99% of the people here will be watching in the US. So we put the EIN number, and then registration number is going to be your EIN number. And that's one, two. I think it's nine numbers one, two. You'll have your EIN number. You put it over there. And then your business area regions of operations, again, probably 99% of you are US and Canada. Then we hit update information. That's done. Coming down here into call and voicemail settings. Now, when you get a phone number for your business that's going to be here through high level, you're going to you can have a default kind of voicemail setup for when you miss the call. If you want, you can record a voicemail, upload the MP three here, and then you want to just pick how long you want it to time out before the voicemail picks up. For me, I just make it 20 seconds, and then it goes through I hit Save call settings, and it's there. So now the phones going to ring for 20 seconds before it goes to voicemail or voice AI picks up the phone. Now, when it comes over here to the general, I do not allow duplicate opportunity. I do not merge Facebook contacts and I do not disable the contact time zone. However, the bot detection, preventing statistics increment. So basically, this is a really cool feature that high level added relatively new. Is that basically, if they detected a bot opened the email, they're not going to count that as an opened email. It'll make your email statistics basically more accurate because it's only going to show what humans did. So we are going to check that on. Mark emails invalid due to the hard bounce. Yes, I do. So if an email bounces, it'll mark them invalid, and it will not deliver to that person again. It's going to keep your email deliverability up. And then validating phone numbers when SMS is sent to a new contact, I leave this checked off. But if you find that you're getting a lot of bounces or a lot of spams, you can check that on. I always verify email address and I always make the email compliant by adding an unsubscribe link. So leave that there. Coming down here, I do not allow duplicate contacts, and I first go by email and then by phone, leave the default there on. A miss call text backaC, I will check this off because generally, if I'm going to do miss call textback, I'll do that in workflow rather than here in the settings. So when that's all done, we are done with business profile settings, we can move on to the My profile settings. Alright, coming into the M profile settings, as you can see, I've already uploaded my profile image here. This is going to work the same way as your business logo. So again, upload your profile image there. First name, last name, email. This is going to be your personal email, basically the one addressed to you, not necessarily your business general inbox. This is going to be your personal email. But it doesn't have to be your personal Gmail. Make sure this is also your name at your domain, and I'll show you again how to set that all up if you don't have that setup just yet. But put it there. Phone number, this is a phone number I want you to make sure that you have access to in the event that you get locked out of high level. Because if you log in a high level on a new server, they're going to send a two factor authentication code. If you put your business email that's hosted in high level here and they go to send the password inside of high level, you can't log in to high level to get the code. So put a phone number either at Google Voice or your personal cell. This is not customer facing if you don't want it to be. Put a phone number that you have access to here so that if you get locked out, you can send a code to the text, and you'll be able to log in you'll get the code right here instead of inside of high level. I can't tell you how many times I've seen people make that mistake, and they get locked in this endless loop, and they have to call support. It's a pain the butt. Just put a phone number you have access to right here. Calendar, we're going to leave this blank for now platform language, English, if you're going to be operating in English. I do not put an email signature on all of my outgoing messages. You can, if you want. You can basically check that and put a signature what you want there. Again, I don't do a signature on my responses. Coming back up here, your password, you should have created your password when you logged in high level the first time, but if you want to change it, that's where this is. This is new. If you feel that your account may have been compromised and you want to change your password, you can click this button. I'll sign out everywhere except here. So that way, if you feel your account got compromised or hacked, you can just kick everybody out, change your password, and you can recover your account. To a sync here on email. Now, if you have a Google workspace or you have a Gmail account that you want to sync, you're using it for your business. You want to sync every of the messages going in and out of high level, you can hook that up here. Now, you'll click, Let's say, for instance, we want Gmail, we'll hit Connect. It's going to pop a model where you can actually log into your Google account. And what that's going to do, it's going to sync your emails going back and forth. So anything going into Google will end up in your conversations tab, and anything that you write in your conversations tab to people, you're going to be able to see or anything anybody sends into Conversations tab will then show up in your Gmail inbox. And you can do that with Gmail or you can do that with outlook. I don't use either one of these because I have everything going into my conversations tab with the LC app on my phone. We'll go over that in a later video. Now, coming down here to calendar settings, this is where we want to actually integrate our Google account, whether you're going to use the email or not or your Apple calendar, right, however you are going to check for conflicts when you're doing calls and book calls, discovery calls, things like that. We're going to click Add New, and it's going to pop a list of all of the calendars that you can actually go ahead and you can sync. I work off my Google calendar. So I go on my Google calendar here and it'll bring me to the integration screen where I can actually update integrate my Google account. It's going to pop the Google Login screen, and then you're going to go ahead. You're going to log in your Google account just as you normally would in this pop up. After you've done that, you're going to see here that your Google account is connected. Then we can go back into my profile. Come down to calendar settings and you'll see that your Google calendar here is going to be synced and checking for conflicts. The next thing that you want to do is basically come down here in your video conferencing, add your Zoom account in here. It's the same way. Come down either Microsoft Teams, or you can have Zoom. I have my Zoom account connected to a different sub account, but it's the same thing. I pops a model, you'll log in to Zoom, and then it's going to show a little green checkmark. Add your video conferencing because that's going to do. Anytime someone books a call on your calendar, it's automatically going to create a Zoom meeting for that person. And generate a link for every new meeting. Alright, coming down here to the calendar configuration with Linked calendar, what this is going to do, this is going to make all of your events across calendars visible to each other. So if you see a block that's not available, you'll be able to log into high level and see why. So we go to AD and we hit our Google account here, and then you'll basically just select the Google calendar, hit Save. And now what this is going to do, is this is going to it's going to bring your personal stuff onto your high level calendar and bring your high level stuff onto your phone with your Google account. That way, you'll be able to see without flipping between calendars. If you come down here for conflict calendars, this is also going to be it's going to check this for conflicts. But if you do have multiple shared calendars, like, for instance, birthdays, you've got one with your spouse. You can edit, and you're going to actually add other calendars for birthdays or forever. So this way, all of your personal stuff is not going to be conflicting with your sales calendar inside of High level. Coming down here further where you have private mode for sync events, this is essentially if it's going to be more than you working in your agency, if it's just you, I would basically not check the Hyde event details because it's just going to be you looking at everything. But if you've got a VA and you've got a personal appointment you don't want the VA seeing, you'll check that on, and then in the calendar, they'll just say blocked unavailable, but it won't actually say why or what the event is. So leave that on if you want. If you want to check it off because it's just you, that's fine, too. And then coming down here in the home, stretch and do our availability. What this is going to do, this is going to set up for your calendars for your discovery calls when you start taking your calls with your clients. So first thing that we want to go ahead and do with your meeting location, if you have Zoom connected, select Zoom as your meeting location, and then you're going to want to go ahead and leave it blank. And if you go do that, Zoom is going to generate a new link for every new client and for every new meeting, so you don't have this one static link out there that anybody else can join the meeting. If you want to go ahead and you want to use Google Meet, you can select it here, but because I think I have my Google Meat set up to another account, I can't use it here. So right now, I'm going to leave it here as custom, and I'm just going to type meeting link, so on any demonstrations, you'll see it there. But again, on your account, you'll have full functionality. Time zone, you'll make sure your time zone is correct. Now, when it comes here to available hours, this is where you're going to want to set your hours where you want to be able to take calls from clients. And this is going to be assuming that there's nothing on your calendar. Now, if you have something on your calendar on your personal calendar, we've already synced it, so it's going to block it off. So, for instance, for me, I generally have leave Mondays for creative time, so I don't take meetings on Mondays. So I uncheck Monday, but Tuesday, I don't want to take a meeting in the very morning. So we'll make it 11:00 A.M. To 6:00 P.M. So now Tuesday 11 to 6:00 P.M. I can go ahead and I can take a meeting. And if I want to copy this to everything at the little Copy button, you'll see that updated all of my days. So I can go ahead, and now that's my availability. You cannot book me on a weekend. You cannot book me on a Monday, and you can't book me before 11:00 A.M. My time during the week. So that is my availability there to go ahead and take sales calls. You can set yours up. If you want to work weekends, all you have to do is basically check the days that you want to work and then make your hours that are here. Now, with the add time that's here, you can now add two separate blocks of time. So let's say that you have a standing appointment that you cannot break in the middle of the day. And you want to go, let's just say I make my calls 8:00 A.M. To 6:00 P.M. But I've got a standing appointment. Every Tuesday I cannot break at 12 to one, right, pick it right in the middle of the day. What you can do is you can actually come over to here, make your first block 11:55 A.M. So 8:00 A.M. To 11:55 A.M. Is your first block, and you add your time here, that is 1:00 P.M. To 6:00 P.M. So now you've got 12 to one blocked on the day every single Tuesday, regardless of NAT or whether or not that standing appointment is actually on your Google calendar. So if you want to have multiple a morning and an evening block of time, you can do that. If you want to split three or four or however many times you want to add, there's really no limit. But generally, I found that only having two blocks per day is the most you're ever going to have. When you're done with that, you'll go ahead and update availability. And now your user, people cannot book meetings with you outside of your available hours. And once that's done, you will be set up, and I will see you in the next video. 8. GHL Account Setup: Domain Setup: Hey, welcome back to the program. In this video, we're going to set up all of your domains for your website, for your API links, your branded domains, and then also your email services. This way, everything is up and everything's running on your own domain. Now, before we get started, we jump into High level. What I want you to do is I want you to actually open up your Cloudflare account and log in on another screen. Now, if you don't have you can also buy your domain directly through Cloudflare if you don't have one. If not, you could also have your switch your name servers over to CloudFlare so that all of High level's automatic stuff works. I'll actually leave a link down to the description below how to change your name servers on your domain from name cheap over to Cloudflare so that you can follow along in the video. I know I've made it a couple of times. I'll link it down below. But basically, what I want you to do is have your Cloudflare open on another window with your domain added to Cloudflare, and that's where we're going to begin this video. So once you've got this done, we're going to use this nonsensical domain earshot dot info that I have. And we're going to start with inside of our company's sub account. We're going to start with our website domain. First thing that we're going to do is we go into settings, and then when we come into settings, we can come down here into domain, and then we're going to add our connect to our domain. Now, what I'm going to do here, you're just going to go ahead. You're going to add your domain here, earshot dot info. Hit Continue. And what this is going to do, you also want to add the WWW. Although most likely this is not going to work because I've got this set up on like 100 other things. Let's see. Let's hit Continue. It's going to provide find the provider details. You'll see there the finds the provider detail here is Cloudflare. If I go ahead and hit authorized, it's going to open up a new tab since I'm already authenticated, it's going to do all of these things here automatically. What it's going to do, it's going to actually add the DNS records here. Surprise is actually going to work. We're going to type our nonsensical domain here, authorized there. Then we're going to wait about 30 seconds for High level to go and do its thing. After High level has done its thing, it's going to give you the screen. It's here. If you want to hook up your funnel or your website to it, if you already have a website or a funnel in your account, you don't have to do this, but if you want, also, you can also set up a default four oh four page. Since we don't have this just yet, I'm just going to go proceed to finish. And what we've done is it's actually added both of these together, and it's also redirecting your WWW to your root domain. So now, regardless of whether people type in your root or they type in WWW, they're going to end up on your website. Although we haven't hooked this up to a website yet, we're going to do that in a later video. Once that's done, we're going to go ahead. We're going to set up our email domain, so now everything is coming out of earshot dot info. Come over here. Still in settings. We're going to go over here to email services. And then what we're going to do is we're going to go ahead and create a dedicated domain. Now, on the domain here, what you want to do if you already have a Google Workspace setup, right? Let's say I had earshot dot info here, set up on a Google Workspace. If I bring earshot dot info into high level, I'm going to break my Google workspace. You have a Google Workspace setup and you've already done the two way sync in the Gmail before when we set up our personal profiles, do not put your regular workspace email here. Instead what we want to do is we want to create a subdomain, which I'm going to call Pro. You can call it LC. You can call it mail. You can call it email. Whatever you do, just make sure it's unique to this company's sub account. I'm just putting Pro because I've used this for like 100 demonstrations. I don't know what's there and what's not there yet. But we're going to go pro dot earshot dot info. And what this is going to do is going to send all of your emails, not on your Google Workspace domain, ok? We don't want to send emails from our main domain in the event that that gets flagged. We don't want to burn everything. So we create a subdomain here. We hit Add and verify. And if it's going to look very similar to the website domain, in that, it's going to basically connect it. It's going to detect that it's Cloudflare, and then it's going to do the same kind of auto magical adding the DNS records for us. Same thing. It's Cloudflare. It's going to open up the new tab. It's going to show us all the things that it wants to add. We're going to hit authorize. Now, when we're in here, it's going to bring us to this screen once we're done. And once you activate on the domain, you're going to see this here. If you've been working on high level before, you would have had to add this actual DMark Pro, this last record, you'd have to add that manually. But now they've actually actually added it to the automatic adding. So that extra step that you had to do no longer have to do it. So what we're going to do here is now everything here is orange. We're hit Verified domain. Now, there's a very real chance that not everything is going to go green. If it doesn't all go green, you just have to wait like five or 10 minutes. Do it again. But if you've waited enough, we hit verified domain, you're going to end up on this screen where it's going to show the yellow, verify it now. You'll go see everything here that's green, right? And then we go ahead, we just hit Verify again. If it does not go green right away. You can hit the three dots up here and you can hit Verified domain again, and you basically just keep doing that until everything goes green because the Internet's going to take some time to propagate. But once we have this screen here, we have our subdomain set up and we're ready to send emails to any email address with this particular domain. So for instance, if you remember, in the profile where we put support at servipro.com, if we pretend that this is servicepro.com, I don't own that domain, but we go, support at service proro is now active, and then dom atservicepro.com would now be active. So it's so it automatically will accept any email address once you add the domain into high level. And lastly, we're going to want to set up our API domain so that all of our calendar links have and lastly, we're going to want to set up our API domain, so all of our calendar links and all of our funnel links and form links are going to have domain on them and not high levels. So if we come back here, we go into my profile. Sorry, go into Business profile. And when you come here into Business profile, it's going to be we want to put something like API, but I'm going to put API Pro. You would put api dot earshot dot info, right, api dot your domain. And what we're gonna do here at this point, add domain. And it has to be the API has to be a different that can't be WWW. It can't be anything. It has to be something different. So that's why I'm using API. Same thing. It's Cloudflare. We're going to authorize that there, bring this into here, authorize it. Wait for it to do its thing. And then once everything is authorized, you'll see this little red trash can button. If you see this here with the modified button, that means that it worked, and if it's grade out, you're good to go on your API. And while we have our domains open, I do want to add the domain that we're going to use for our course library and our customer portal. Again, we've got everything open. It's going to take us a couple extra seconds. So if we go back here, we're going to go into sites. And then we're going to come up here to client portal, and come down here to settings. Over here, you'll see domain setup. So again, sites, client portal settings come here in a domain setup. And what we're going to do is we're going to add a custom domain for our customer portal where our free course is going to be held and where all of our clients can download their receipts and see all their invoices and stuff like that. I like to use portal, dote shot dot. Info, portal dot earshot dot info, we hit Ad Domain, and hopefully we'll do the exact same thing with Cloudflare open, like all the other rest of the stuff. Here it is authorized domain. Portal, you'll have the same thing hit authorize here. And then once it updates and everything authorizes, you'll see that it's great out here again. You've got the Modify button, and then you'll be good to go when your client portal when you start using your client portal with your course later on in this course. And with that said, all of our kind of plumbing is all set up for our high level account, and we can move on to the next video. 9. GHL Account Setup: Phone Setup: Hey, welcome back to the program. In this video, we're going to set up your LC phone and your SMS systems, basically get your number set up so that you can start texting your clients and start using the LC phone system inside of High level. So we're going to start here on the dashboard screen, and the first thing that we're going to do is we're going to come down here into settings, and then we're going to go ahead and we are going to go into phone numbers. And once you hit phone numbers, you're going to end up on this particular screen. First thing that we're going to have to do is we're have to go ahead and get a number. We're going to click the blue button here that says add a number, and we're going to add a phone number. And what you want to do is obviously get something, get a local number inside of your own area code. And to do that, what you can do is you go to Filter, and you're going to go a provider for the number. And then what you want to do is you want to search, let's say, for instance, I'm a 267, and I'll go to the first part of the number, and you want your capabilities of all of these, right? SMS send pictures and then voice then I don't want a toll free number. I want a local number. Now we hit Apply. And you'll see that now it's all of the 267 numbers around me that I can go ahead and I can grab. Now, what you want to do for me is I want to basically go ahead and grab something that I can easily remember, like this 497 2778. Pretty simple, easy to remember. I'm gonna go there and grab that, go proceed to buy. Once your purchase is there, we're basically all set up. We're not going to do our A two P registration yet. That's going to be the next video. What we want to do now is just basically configure the number so that it acts like a normal phone number. On here, once we have our number, we're going to hit our three dots here, edit our configuration, and we're going to work through the screen. If you want to name your number, we can just say, like, right main phone number. If you want to have different phone numbers and different spots on the Internet, you can go ahead and do that help track your calls. But what we're also going to do now is we're going to set up our again, we're going to set up our phone settings. First thing that I want to do is I want to set up the whisper message because if you're going to be using this, if you're going to forward calls from this number to any number, if you pick this up, say on your personal cell phone, the whisper message will say, call from work, right? Call from high level account. Whatever you're going to type in here, it's going to says basically it's just going to tell you that it's a call from your high level account, so you can mentally place it and know that it's a client calling and not one of your friends. So we can say something here, whisper message, call from high level account. And then if you want to record the calls, you're just going to check this on here, and it will say this call will be recorded for quality purposes. If you want to have your call recording on there, now your timeout. So your timeout here is going to be incoming and outgoing. Basically, the timeout is in seconds, and that's how long you want it to ring before going to Voicemail. So if somebody's calling me here, typically, I'll have 30 seconds of calling before going to Voicemail and then outgoing, I'll put 20 seconds up there as well. So basically it's going to try to call the number 20 times 20 seconds. If it can't connect, it's just going to drop the call, and it's going to go to failed. And if you want only select users to basically have this ring on their side, you can basically have ring to select users, and then you can select your user here. But since it's just you and account working in solo, I generally just leave that unchecked. And then also if you want to forward your calls to a number, you can put your phone number in here to where you want things to get called too, right? Put your cell phone in here if you want your calls to ring in your cell phone, or you can put another landline, a business number, whatever you want to do. But for the sake of this video, we're not going to have call forwarding on there. Once that's all set up, we're going to go ahead. We're going to hit Save, and now our phone number is configured. In the next video, we're going to start getting everything set up for A two P. So I will see you in that video. 10. GHL Account Setup: Snapshot Import: Hey, welcome back to the program. In this video, I'm going to show you how to import the snapshot that I've built for you as a high level service provider if you use my high level affiliate link to basically open your account. I'm going to set you up with a snapshot that has everything that you need to get up and running, including a website and a book a call funnel, and then some basic automations and also some contract templates. So if you've got this video, if you already got the link from me, when you signed up for high level, you should have gotten an email with a link to import the snapshot. If you've gotten that email and you've given me your relationship number to go ahead and unlock it, if you've already gotten that email and you've already given me the relationship number to unlock it, now you can proceed with the video. If you haven't, make sure that you get an email from me with the link and then provide me with your relationship number so I can unlock the snapshot. But assuming that you've done that, what you're going to want to do if you want to open up, go to app go high level.com and log into your high level account. If you're on a 297 or a 497 plan, make sure that you're logged in at app dot G High level and not app dot whatever your white label domain is. So what we're going to do then is we're going to grab the snapshot link. Open it here in a new tab. You're going to open the link into a new tab, and you're going to see a screen like this with a green Import button here. You're going to click Import now, and that's going to import it into your account. Once you've clicked the green button, it's going to import it into your account. Now what you have to do is you have to bring that snapshot and load it into your own account. To go ahead and do that, you basically go into up the agency level, right? You're going to hit this little hit this up here and go all the way up to your agency level, then run into subaccounts. Find your company's subaccount here from the three. It shouldn't be too hard. And then what you're going to do is you're going to go manage client. Or you can just click the name of the sub account as well. You'll come into this screen here, and then up in Actions, you'll go to Load Snapshot. Then once you see this modal pop, you come down here, hit GHL and you'll see the GHL service provider. If you go ahead, click that and then hit Proceed, it's going to add all of the custom fields, all of everything that I've built here in the snapshot. You want to load it all, Hit Proceed. It's going to check for conflicts. If there are no conflicts detected and you hit Proceed, it's going to load into your account. Now, I've already pre loaded it to do the next couple of videos. So I'm not going to hit the button here, but once you hit Proceed, you'll you'll get a notification about 5 minutes later that everything is done. When you see all of the stuff populated into your account, you'll be ready to move on to the next video where we start setting everything up. 11. GHL Account Setup: Custom Values: Hey, welcome back to the program. In this video, what we're going to be doing is we're going to be setting up the custom values inside of the high level service provider snapshot that I provided to you as a high level affiliate bonus. Now, we're going to start here in the dashboard and to access to custom values. We're going to come right down here to the left, hit settings. You'll find custom values here on the left side. And you're going to see all of the custom values that come with a snapshot right over here. Now, I'm going to run down these fairly quickly because hopefully you know how to update at custom value, but I'm going to show you what goes in each one to make sure that everything works throughout the snapshot when basically, people click on stuff. And once we're into the custom values, what we're going to do is, the first thing we're going to do is we're going to skip over the logo, skip over the brand. We're going to come down to kind of go through the bottoms here, and then we'll come back and do the pictures that are here. So, number one, your marketing email address. This is really just going to be the email address that you want your customer seeing on all of your marketing material, right? We want to have something here that's going to be a little bit more personable than just support at business.com. So, for instance, I'm going to go here edit custom Value. I'm going to put Dum at servicpro.com. Again, servicpro.com, I do not own, but you want to have your name atdomain.com. So we're going to hit Update. And that is the process for updating a custom value. We're going to repeat this process all the way down. I'm going to do it off camera and come back and tell you what to put in each of these custom values. All right, so it took me about 5 minutes to get everything here filled out, and this is basically how yours should be looking, except we should be using your social media handles and your domain. So for the marketing address, so for the marketing email address, again, we have your name atdomain.com. For the booking page, it's going to be youdmain slash Consol. That's where the Book and call funnel that I've built for you, I put it there on console, and then same thing with the request pending. It's going to yourdmainlash Console pending. Your free course opt in page that I built for you, I've put it at slash free. So you want to put your domain FRE. And then for all of your social links, your Facebook profile, Instagram, LinkedIn, TikTok, YouTube, you don't have to have all of those different social handles, but just put your links to all of your social handles in those as well. Coming down here, we've got our client portal. If you remember from the domain video, we set that up, so you put your portal dotdmain.com there. Your helpdesk Link, I've built a basic helpdsk where your customers and clients can come in, submit tickets and help requests. That's going to be at your domain slash HELP. Privacy Policy in terms of service are at slash Privacy and then slash TERMS respectively. So it's going to take you about 5 minutes to go through and set these all up. But once you get these all set up, we're going to go ahead and we're going to set up our pictures here. To do that, the first thing that we're going to have to do is go into the media library, which if we go back, we come here where it says media storage, we open media storage, and what we're going to do is we're going to upload a picture of us and then pictures of our logo on both a light and a dark background. And what I mean by having a light and a dark background logo is, as you can see here on the lead Vortex logo, it's black lettering on a white background, then it's white lettering on a black background. And basically, you're going to use whichever version of the logo on whichever version of a background that you have. But you don't want to have white and black. You want to have basically a clear image like this. So what I'm going to do is I'm going to take the white version and the black version, upload both of them there. And that's going to be the logos that I'm going to put in those custom values. The last one here is going to be a picture of you, and I want to pull up an example image of how the websites or the pages are built so it looks right on your page. Now, as far as a picture of you, I'm using this guy here stock image as a good representative example. So you want to have something here, it's going to be nine by 16, a vertical shot, and you don't want any background on it. So use your Canva Pro, remove the background from a shot, and you got to stand there from the waist up in a vertical orientation. That's how I've built all the pages. When we get into the websites, you'll see how this is going to fit in the design of those pages. So we're going to upload this particular image here. Now that we've got our images up here, what we want to do is we want to go ahead and click the three dots over the image. We're going to it Get Link, and that's going to copy the link to our clipboard. Then we're going to go back into settings, go back into custom values. And then we're going to take the your picture because we have the picture here, and we're just going to edit custom value, and we're going to put the link right there. Now that custom value is going to pull that picture. So what we're going to do now is going to do that for the other two, and we will be done with custom values. And once that's done, our custom values are going to be set, and we're ready to move to the next video where we continue setting up our snapshot. 12. GHL Account Setup: Website Homepage: Hey, welcome back to the program. In this video, we're going to set up your website homepage. So now you have a spot online that's a nice little piece of real estate that you can send people to as a high level service provider. Now, I'm here on the dashboard here, and the first thing that we want to do is we want to go over here to the left side, which is sites. And we want to activate the website that came with the snapshot. So if you go to sites, we come over here to websites. You'll see GHL Service Provider website. We're going to click on that. That's going to bring us up to the screen, and you'll see that it only has a couple of pages. There isn't a whole lot that you need here. We've got a home page. We've got a portfolio slash ShowcagePage, where you can put some of your content. The basic helpdesk page, basically a page outlining your process. So if people want to see how you work, they can see your process and then a privacy policy and a terms of service. First thing that we're going to do here is we're going to go here into these settings, and we're going to hook up the domain to the website, so now the website is active. So, if you remember from the previous video, we hooked up your website domain. We want to put everything here on the root because the WWW will redirect. And if you do it wrong, high level will let you know. For instance, we'll set up the WWW if we hit Save. If you do it wrong, you're going to see this nice little blue bar up here that says This domain is redirected. So what we're gonna do then is we're going to go to settings, and then we're going to come over here to earshot. We're going to set up we're going to set up the actual domain, hit the save button. And then when we have it correct, that blue bar goes away. Now our website is just about active. What we have to do now is set up the homepage of the domain to set up the homepage of the website. To do that, we go back into settings. We come down here into domains, and then we go to the root domain that we just set up. We go to Edit, and then we go and we put in homepage, and then we go there, we put in homepage there, and then we get safe. What this is going to do now now if somebody goes into somebody goes to your domain, it's going to show up the homepage of your website. If you see something that looks just like this, this means that you did it right. And as you can see, from the custom value video, this is why I had you take a vertical shot waist up. So this is how that website is designed around. Now, let's go customize this website. Okay, so back to the homepage, right back to the website settings, you'll notice that it has in this kind of teal dark teal color. First thing that we want to do to customize the colors of our website to go for our brand. I'm going to jump around a little bit, so forgive me, but I want to show you kind of where everything's pulling from so you know how to adjust it. Now, if we go ahead here and we open up the website Builder, if you know how to use the website Builder, basically just select the section here and you'll see the background color over here for this header. Now, once we're in the website Builder, you'll see that we have the section here. You basically just click and select the section, and you'll see the background color for the section over here. Now, if this is a circle, you are on the old color Builder. Now, the time I'm filming this in about 60 days, high level is going to move to their new color Builder. So what I did is I built everything in the new color Builder. We have to enable that first before we can start working this. So again, if you see these things here as circles, you're on the old Builder. To enable the new one, we have to go back, go into settings. Come all the way down here. You'll see where it says labs here on the left side. Click Labs. And then if you're going to be a high level service pro, you want to enable everything here in labs because you want to work in all of the Beta features so you can become proficient in them before working them with clients. So the time zone update, we want to enable that enable the multiple Facebook pages. Yes. And then also the new color picker for funnels and websites. We want to update that. Sorry, I was 92 days from when it goes live. And also, we want to do I don't really do a whole lot of work in WhatsApp, so I leave that one unchecked. But now, if we go back to the website, we open up the editor, and then you come here into the website, you'll see that it's now a square. So if you see squares here, you're on the new color picker. If you see circles, you're on the old color picker. The reason why I bring this out, if you open up the background color, now, if you open this up, you'll now see where brand colors are here. You see brand colors added yet. First thing that we want to do is also we're going to create a brand board, so we're going to have these colors throughout all of our website. So hit the Get Started. This is going to bring us over here to brand booards. First thing we want to do is we want to create a brandboard. Now, they give you some color palettes here. I use the lagoon to make the template. Actually, for the sake of this video, let's go ahead and let's go start from blank cause you'll probably have your own logo. You probably already have your own color palette. If not, you can use one of theirs. We're going to hit Continue, and we're going to create your logos. We're going to upload a logo one, same thing that we have here. Upload your logo here is logo two. These don't actually pull from anywhere. I just put them there because I don't like looking at the stock logos. But where this really is going to happen here is your colors. You go to your colors. And you're going to see I use a three color palette for most of my builds, for this build here. So we are going to go we're going to use a dark purple. We're going to use a regular purple, and then we're going to use a kind of a blurpl for this. Now, this helps if you know your hex codes for your colors. And again, this is where that Canva Pro subscription is going to come in because Canva Pro is going to give you the hex codes, which are basically this little hash tag, whatever. So for the dark purple, it's the 22622. For the purple, I just have these memorized because these are what I use for all my other stuff. I'm just going to empty these here and you'll see them change over here on the brand board. Okay. Now, if all of your brand colors are dark like this, I would recommend making one, like, really, really light pastel color. So, for instance, we're going to go light purple. So we go to here and we're going to go into basically go from there and then make it really, really light. Kind of use the color dragger to make that light one over there. Now we're going to save the board, and these are actually all of our colors. If you want to go ahead and pick your own fonts, that's fine. I use the Fiallo one for the template. That's the type that I have there. So we'll save that. Now if we come back, we go back into sites and we go into the websites, and we go into the service provider website here, open up the editor. And now you'll be able to change the colors to your brand colors, no matter where you are in the Builder. So, for instance, we have this back here. We click this. You'll see all the brand colors are here. If you want to go with the really dark purple, we can make it dark purple. If we come into the button, you'll see the color. You'll be able to bring that same color no matter where you see it. So come down here, the background, we've got that dark purple. We can change that, and you'll notice with a couple of clicks, I'm changing the entire color of this entire website in a couple of seconds. Anywhere you see the darkest color, use the darkest color. You'll see this one here. No. For words, you'll you'll have to highlight the actual words themselves, and then you'll see the square, and you can change it through there. Coming down through here, again, we just want to go ahead and just change all of the colors to fit your brand color. Okay, and there we go. Now we've actually got a brand new color scheme on our website. When you're done with that, you're going to go ahead. You're going to hit publish. And now it's a global section because I have this header, and I've got the footer across all of your pages. So you're going to go ahead, you're gonna hit Save. When you hit Save, it's going to show you the SEO meta data. Now, the content, what I do is I just have location name is just going to be your business name as the title of the website. For the description, write a quick description that's probably 20 words or so. You want to do something here that's going to be for all your high level needs. This is basically just going to be the little blurb that shows up when somebody Googles you. So put that there. Keywords. I've got basically just going to come up as your name. It's also going to come up here as your name if you want to if you want to put your name here as well. So that way, when somebody Googles you versus your business name, you're going to pop up as well. When you're done there, hit SEO Metadata, update that, then publish the page. Now, once that's done, let's walk through this particular homepage here. But before we do that, I actually see that there's a button here. We're going to have to make the background work a little bit better. There should be a button right down here. Now, you'll see, we've got another green there. Just make sure that you've got all of the same colors that are here. Now, once we've got all the colors updated, what we want to do is we just want to go through and change the copy. Again, this is going to be a headline about you. Make a quick three to five word headline about you. You want this to be a result that you deliver to your customers. Something like You're fast, right? Put some copy in this. Use something like hat GPT, if you want a quick headline about your work, but you want to speak to a result that you're going to deliver to your clients. And then I click tagline here, right, specializing in high level calendars or something like that. So talk about your work and then be a little bit more descriptive about your work in the subheadline itself. And then, right here, I've given you here, right, a quick three to five sentence paragraph about what you do for your clients and explain the areas you serve, right, what types of work that you do. And if there's anything that's about the centerpiece of your process, right? Do you guarantee your work for 30 days? Do you know, whatever you do? That's going to be in there, and then another small blurb about the type of people that you work with. If you specialize with med spas, say that you work specifically with med spas in here as well. Now, when you come down here to this button, you want to make sure you click the button that says Get started. This is going to leave This is going to lead to your booking page where people can book an appointment with you. So what you're going to do now is you want to make sure that when it comes down here, it says website URL, and it goes you have this custom value here for your discovery call booking page. Make sure that that's there, or that button will not work. Coming down the page, if you have different snapshots that you have for sale or different services that you have productized, these are really good ways to make quick money, is to either sell something like a snapshot that's already built in or do something that's a quick ATP approval, something that you can bang out really quick for a set price. Feature those services or products here on this page. I would also feature your lead magnet, your free course in one of these slots here as well, and then just make sure that this button goes to the page or the URL that sells it. That's how you're going to do that there. Coming down here, you want to tell your story, right? Sum up your story in five words or less. Tell three paragraph story about how you got into this and who you help and kind of just kind of who you are. Again, this is just going to humanize you a little bit better with your clients. And now coming down the page, I've left spots for you to put your YouTube videos. If you've got three super helpful pieces of content that are maybe master tutorials, big pillar pieces of content, link them here. Have the video, go to YouTube, and then just put the YouTube URL there and then write a little blurb about that particular video. Coming down if you have testimonials, put them here. If you're new and you don't have testimonials just yet, you can click this here to where it has the green, and you'll see element name is OB test 12. That's just a code for testimonials. You can just go Rename it testimonials. What you can do here is you can just hide this until you get testimonials. Coming over to here, come up here to layers. Go to page. You'll see the testimonial section that's right here. You're going to hit the three dots and you're going to hit Hide. Now that's going to hide until you get testimonials. Once you get testimonials, you can unhide that and add them on that page there. Then here on the bottom is going to be your footer. This is where people can see your help desk, your privacy policy, your terms, all your information here to see that you're legit. This is all going to populate based on your business profile. So if you fill that out correctly, all your information will be on the bottom. It's a link here to book a consult, and it's also going to pull in your logo down here, as well as all your social media handles here. If, for instance, you do not have a LinkedIn, you can just go ahead over here, just hit the trash can. It will get rid of the LinkedIn profile right there. So again, just have the social media handles that you do have down here in the middle. When you're done customizing this page and writing all this copy, go ahead, hit Publish. We're to save. You'll see everything here has been updated. It's pulling in your logo. If we come all the way down here to the bottom, you'll see it's pulling your logo, and it's pulling all of the information that we put into your business profile. Now, likewise, if you did the custom values correctly, we're going to open these all up in new tabs. These are going to open to the right pages. I'm going to open these all up here in new tabs. Now, if we open these all up in new tabs, your basic help desk is going to be here that we prepopulated. You'll see that we didn't even edit this page yet, and it's already the correct color of purple. You come over to here, we've got our privacy policy, and then we've got all of our social handles here pull correctly, as well. Once the homepage is done, we can move on to the next video where we'll talk about the site header and the site footer. 13. GHL Account Setup: Headers & Footers: Hey, welcome back to the program. In this video, I'm going to show you how to customize the site header and footer. That way you can keep everything consistent across all of your web pages. Now, the first thing we're going to do here is to open up our homepage again, although it doesn't matter what page of your website you start editing from. But this is what I've built for you across all of your pages. So inside of this header, and then we've also got the footer at the bottom. These are what's called global sections. So all you have to do is basically update on one side and then it'll go across the rest of your pages. Let's start up here with the header. The first off the major Let's talk button here. This is going right to your booking page if you click on the button, come down to website URL, and you'll see here it has the website URL custom value there. If you did that right from the other video, this will link right to your booking page, although we have not activated it yet. We're going to do that in a later video. Next thing here is the navigation menu I put here up top. You already saw that it pulls in your logo. But these ones here, you'll see that we actually have some of that green left. Then you'll see the green over here. Let's make that purple. So now they're purple. But to update these navigation menus, you come down here to where it has right here, the menu items. What I have is it's a very simple menu for you. I've got the homepage, which goes to the homepage, and then I've got the showcase, which goes to the portfolio and showcase page. And then I've got the process which goes to the process page. Again, super simple menu that people can kind of click around and then there's a button that drives people to a sales call. If you want to add to it, you're going to add to it right there. Now the footer on the bottom is where things get a little bit more important. First off, in the footer, I have your address, email, phone number, and then your location name. This is basically all SEO stuff with Google. They check the footer of everything to see your name, address, phone number. That's all there. If you don't want to put your phone number on there, you can just go ahead and delete that. That's fine. And then I've also got your link to your help desk, your privacy policy, and your terms of service. In a later video, I'll show you how to actually create those two. But that stuff there is linked. All you got to do is double click it, and then you'll see that it's linked using that custom value over there as well. So again, if you did the custom values correctly, those links will work. Book a console. Same thing on the bottom here. I've used the booking page, Custom Value. So if you did that, that's also going to be active. It's going to pull your logo here. And then on your social menu, come down here. You'll be able to hit the edit. But again, it's pulling from a custom value, so there's nothing really for you to do there. All you have to do is if you want to change the order of these, you can click and drag them, however you want to put them there or just delete the ones that you don't have. But that set that's the way that there is going to be set up. It's a simple footer that has all the links that you need, and it's also going to help people navigate your site. Now, if you make a change to this and you want to bring this over to your funnels, this is a global section for this particular website. So what we're going to do if you want to bring this, for instance, we've gotten rid of the LinkedIn over here, and we've changed the order of these icons. If you want to keep this consistent, what we're gonna do is we're going to hit the save button, and we're gonna make this a section template. So now we can go. Footer, I usually use V two, V three, right every time I make a change, I'll add to the version. A, Footer version two, and we're gonna add this over to templates. So if we get save. Once that saves, it's now going to be if you go into add elements, you'll see section templates, you'll see footer V two. Let me show you why that's going to be useful. Come back over here, and you can do the same thing with the header as well. Alright, I'm just going to show you here with the footer. Come back and we go into our funnels, we want to add our new footer to our discovery call and our free course funnel. Real quick, I'm going to activate these the way that you should be doing. Put them on the base, right? The base domain. We go there. Come back here. And then, again, you just want to put them on the base domain settings. So now all of your links and all of your footers are going to work. So now, friend, let's go to our discovery call funnel. I'll do more of a deeper dive in a different video on this particular funnel. But to show you what we're working with here. So now we come on the bottom and let's say that we want to use our new footer, right? We've got all the green here again. So what we're gonna do is we're going to add the element, go to the template, and we've got our second footer if we go ahead and drag it, the purple's already there, and then we can go ahead and we can just delete the green. However, this is no longer global. We want to go ahead. We want to save it, make it. Footer V two, then we go ahead, we make it a global section, so it is purple. So now if you come in to the next page, Oop. We want to save it, publish it, do everything first. So we come to the second page. Coming all the way here on the bottom, you'll see that this is the regular footer. It's not V two. So what we're going to do is we're going to delete that and then hit the plus again, except now we're going to go into global sections, and you see the V two. Bring it down here to the bottom, and now we've got our purple footer down here on the bottom, hit Publish. And now these two pages are linked. So once you get your header, you get your footer dialed in, it's more the footer than the header on the funnels, I don't have the big menu because we want to keep people moving towards the same goal. But really, once you have your footers dialed in, create that template and then add it to those two funnels so that way, everything is consistent across all your pages. Once you do that, I'll see you in the next video. 14. GHL Account Setup: Privacy Policy & ToS: Hey, welcome back to the program. In this video, we're going to be talking about the privacy policy and the terms of service pages for your service provider website. However, I'm going to be using a video that I already made on this topic with my SAS website. So going through, I'm going to roll the video here in a second showing you how to do it with the SAS website, but just know that the process is exactly the same for your service provider website. Except there's two key differences. Number one, the video you're about to see has an affiliate agreement and an end user license agreement. You do not need those to become a high level service provider. And also, the privacy policy here I have created a boilerplate privacy policy here. In the video You're About to C. I did not do this. This is basic A for a service provider. What's going on here. So this is already going to be done for the most part, so you can kind of skip the privacy policy if you want. And then also and then with the terms of service, the page is going to look a little bit different. But essentially, I've given you the same that I've given you in the video before. So I'm going to roll that video now. Good luck, and I will see you and leave all the links of resources down below. Hey, what's up, everyone? Welcome back to the program. In this video, we're going to talk about some of the most boring pages on your SAS website, but they're also the pages that are going to get you out of a jam and really help you with payment processors and disputes later on. So we really can't neglect them, but it is kind of boring, but I've got two free tools for you that are going to help you get through this relatively quickly and relatively painlessly. I am talking about the privacy policy, terms of service, end user license agreement, and the affiliate agreement pages. These are the things privacy and terms are an absolute minimum end user and affiliate agreement are nice to have. Not necessarily must haves, but they're nice to haves. Let's start over here with the privacy policy. Now, the privacy policy in here, what I've done for you is I've actually given you a Loramipsum document here, so it kind of looks right, but I did not actually write it for you. The reason being is that I don't I don't know your business. I don't want to open myself up to liability, telling you what I'm going to do with your customer's information. And I really want you to go through and write these terms for you and your business. However, what I've done is I've given you the page in the container. Basically just copy and paste your privacy policy into once you write it. If you already have one, great. Copy and paste it, you can be passed this video in 32 seconds. If you don't have a privacy policy and you don't want to pay a lawyer to go ahead and write one, you can actually go to term dot IO or eforms.com to have these written for you. I'll put links below this video for both of them. But basically, it makes it really, really simple. I actually have some YouTube videos on this. If you want to go I'll actually link the one down below or actually walk you through this particular how to do this because I've already done this. I'm not going to do that again in a video. But basically, you can do your privacy policy, your terms and conditions, your end user license agreement all through termLY. You sign in, you create a free account, and they ask you questions about your business, and then it spits out basically an HTML doc that you can actually put your HTML over here. Basically, you're to double click, hit Open Code Editor and paste the HTML they give you, or you can copy and paste a plain text and put it over here. Totally up to you, but the cleaner, the cleaner way is going to be go with HTML. Other one here, EFMsT one here gives you, I think it spits out a doc or a PDF. It's been a while since I've done these. But also, same thing if you want to go you want to do a privacy policy. They've got a bunch of privacy policy templates that you can go ahead and use E Forms is not free. E Forms is 39 bucks a month, but they do have a seven day free trial. So you know what I did? I did everything in seven days and canceled my account. But you didn't hear that here. So, again, you can use these two here to go ahead and do your privacy policy. Basically your privacy policy is how you're going to handle your customer's information, and basically says whether you're going to be using tracking cookies, using ad cookies, and things like that. That's just a disclosure of that. It gives them all information is how to contact you to talk about what data you have or if you want you to delete their data. The privacy policy handles all of those questions. Next one we're going to here is terms of service. The terms of service page is basically this is your terms of doing business with your customers. So in this page, again, a lot of these a lot of these generators are going to prompt you questions. You're going to answer them based on what you're doing. But basically, this is used to say what your refund policies are, what your money back guarantee policies are. They limit your liability if you're doing any kind of education especially because you're serving businesses, they limit your liability in terms of what money making claims that you might make, things like that. And then your terms of service could also they basically give you an out if you want to stop working with somebody. They clearly define those terms and when you can sever a contract or not and the terms of using your software. That's generally what this is supposed to do. So your privacy policy talks about the data that you're going to collect. This is the privacy policy, you're also going to use that for A two P, but the privacy policy is for the data that you collect. The terms of service is the terms of you working with the customer. That's how those two documents there will differ. And then the last one that we use here, the end user license agreement Again, this is not a must have. This is a nice to have. But if you're doing software, you're going to want to have to have an end user license agreement. Basically, you're telling the customer how they're allowed to use the software. Basically explicitly tell them that they can't resell it, explicitly tell them essentially again, what they can and cannot do with the software. And these two tools over here, termle EFms will ask you questions about it what you want to do, yes or no, and they're going to write something accordingly through there. And then your affiliate agreement is the last one we want to talk about this one real quick. Now, your affiliate agreement is kind of like your terms of service, but this is your terms of doing business with your affiliates. This is where you set the rules of promotion. This is where you tell your affiliates, if they ever have a dispute with you, what's the maximum amount of your liability in a dispute, telling them the rules of the program, what they can and cannot do to promote your program, things like that. And I have not found in termly or E forms, I have not found an affiliate agreement template generator. If you have one, go in the community. Go post it because I would love to use it in other videos. So what I did here for you is I've said to create your affiliate agreement, find a company that you promote and you love promoting and mimic their affiliate agreement. Because they're going to have a lot of a lot of affiliate agreement terms are going to be pretty much universal. But again, I don't want to write one for you. So go ahead, find one, mimic it, read their affiliate agreement. It'll also give you a good idea as to what goes into it and what really should be outlined in one so that you're on the level and you're legit. But that's going to be one so you can copy and paste, take a part of a part sounds good you like or something that you don't like, don't include it. But basically create your own affiliate agreement through this based off again, mimic an affiliate agreement of a reputable company that you enjoy promoting, and you're going to have something that is 80% passable. If you really want to keep things super, super tight, you can always hire a lawyer to hire one to write one. But if you're starting out, you might not necessarily have the funds because I think a lawyer will charge 501,000 bucks to write a document like this. So when I was starting out, I didn't have that kind of money, so I went and I actually mimicked a bunch of other companies to write my affiliate agreements. So that's all I have here for the compliance pages. And the next video. I'll see you. I think we're going to go over the order form next. I'm not sure which one I want to film next. But yeah, I will see you in the next video. 15. GHL Account Setup: Book A Call Automations: Hey, welcome back to the program. In this video, we're going to be talking about all of the automations that go along with your book a call calendar funnel. So we're going to start here in the dashboard, and we're going to go over here on the left side to where it says automation. Now, when you get into the automations, you'll see that I've put all the automations I built for you into folders, and they all have these numbers. These numbers are basically the order of what your lead is going to flow through them. So somebody who just comes across you is either going to be from the certified Admin or they're going to download your free course. And then once they soak in your content for a while, they're going to go book a call with you. Ideally, you're going to sell them, and you're going to send them an invoice. And then if they ever have after sale questions, they're going to go to the help desk. So that's how all of my if you ever seen anything numbered, that's the order that the lead is going to flow through them. So we're going to start here at Discovery Call automations. And again, it starts the numbers are the same way. So someone's going to book a new appointment. We're going to confirm the appointment. If they show, they don't show where they cancel, basically the three outcomes that can happen here. This is how we're going to go ahead and we're going to walk through this. Let's start with the new appointment request. Now, every time I go into a workflow, I go right into the Settings tab here upfront. And what this does, and I've done this for all of your automations here, I've allowed them re entry so people can book more than one appointment. And then also the sender details, it's going to pull your name as the user, it's also going to pull the email of the location. So it's going to be support at whatever. If you want to change this, you can just basically type it. Type it out there, and that's going to be the email address that this all here comes from. But I put the location there as a fail safe for you in case you forget to do this. Now, coming back to the Builder, this discovery call requested trigger it should be listening to the free consultation, and then it has the new status. So this is the request that is not confirmed. If you remember from the calendar video, I showed you I had that unchecked for auto confirm. If it's unchecked, anytime they request is gonna fall in this new category. So what that's gonna do, it's gonna assign it to you. You want to make sure that you go ahead, select your name down here so that it assigns the contact to you. Hit the Save action there. Then what this is also going to do if you have any opt in workflows. If you have your initial reach out, if it's a certified lead or if you have anything with your free course, you've got some long follow up. You want to make sure that you're removing them from those long follow up lead nurture sequences. So right now, it's going to take them off that initial reach outt sequence, which again, we'll go over in a different video. This will then pop two notifications. This will take the internal notification, which you'll see in the top right. You'll also see it in your lead connector app, where you'll see new discovery call appointment requests. I'll say you've got a new appointment from person's name and their email. Go review it or you can go check to see the slot of the day they requested and then confirm it or not. It's also going to go ahead. It's going to text you. So even if you don't have your lead connector open, you'll get a text that says, Hey, you've got a new appointment booked. For this person at this time, go review it. It's going to add them into the pipeline, which we're going to go over in a different video. But again, just know it's going to add them to your pipeline so you can keep tracking all your metrics. And it's also going to text and email the client itself themselves. So the person that booked the appointment is also going to get a text that says, Hey, it's Dom. Thanks for your meeting request. I'm going to double check my schedule and get back to you. If you want to change this copy, you can type it here and hit Save. And then it's also going to email them as well. It's going to say, Hey, you're penciled in. And it's basically just saying, I'm 99% sure this time's gonna work. Let me just double check and confirm you'll get another email when I do. And again, if you want to change this copy, feel free to go ahead and then just hit safe. When you're done making updates, hit the blue save up here. And you're set. And once you've done that, if you're ready for it to go live, just make sure that you come over to here and you flip it to publish and you'll see it go green when it's published. If it's draft, it's not going to fire. Now, number two, when you actually confirm the appointment, this is what's going to happen. It comes over here, meeting confirmed. Listening to the free consultation, but now your status here is confirmed. So this is you go in, you hit the confirmed button. It's going to fire this off now. It's going to move them in the pipeline. Again, we'll talk about that in another video. It's going to remove them from the initial reach out. This is if you flip that on. So if you wanted to, so if you wanted to auto confirm everything, I built this in here as a fail safe. So it's just going to remove them from the cold reach out automations. Then it's going to email them that they're confirmed, telling them their time. Again, if you want to change this copy, go ahead. It's going to remind them one day before and then 1 hour before, and then 5 minutes before. And it's going to give them the meeting link every single time. So, again, if you want to change the copy, change the links in there, that's fine. When that's done, we're going to hit publish over here, and then we're going to hit Save. Come back here. Now, if they show up and you want to mark them as showed, you can either move them in the pipeline or update the appointment to show either way, and it's gonna move them and update the status. It's a really simple a really simple workflow. It's just gonna keep marking them as showed. Last one down here, if they know show, what this is going to do. If somebody knows shows you, you can either drag them in the pipeline to the no show or you can just mark the appointment as no show in your app. Either one is going to trigger this automation. It's going to update them in the pipeline, and then it's gonna fire off a quick text that says, Hey, I missed you. Let's get something on the books, reschedule your meeting here with a link, and it's also going to send them a text there. So it's a text and an email to the person who, so it's a text and an email to the person who knows showed their appointment. And then going to wait 3 hours to see if they replied, and then just see basically if they rescheduled. And if they didn't reschedule and I didn't respond, it's going to ask them again. And if they don't respond, if they ghost you twice, they're probably not going to show up, so it just marks them as lost. That's how that particular workflow is going to work. Publish it, save it. And then the last one here, if somebody cancels an appointment on you, if they cancel it, it sends a quick, why did you cancel email? Although you'd want to write that one and say, Hey, look, I saw that you canceled. Can we get something in the books? Is there a reason why? Just let me know. You're going to have to write an email here. When you've written that email, publish. And then you'll be good to go with your discovery call automations and reminders. And when you're done with that, you're ready to move to the next video. 16. GHL Account Setup: Book A Call Funnel: Hey, welcome back to the program. In this video, I'm going to show you how to set up the basic Book of Call funnel that I built for you inside the snapshot. So I'm going to start inside here at the dashboard, and basically the centerpiece of the Book of call funnel is going to be the calendar, so we're not going to start in the funnel screen. We're going to start in the calendar screen here and we're going to set that up first. So if you go to calendars and then you go to calendar settings, you'll see the free consultation calendar that is set up right here, but you'll see right now the status is in draft. So the first thing we're going to do is click the three dots and set it to activate the calendar. Now, once a calendar is active, it's able to be embedded into A into a page, and it's also going to show when a customer goes and sees it. But before we actually go and set up the calendar and publish the funnel, we want to go and edit, and I want to walk through the settings that I gave for you and let you know where you can tweak them for your own availability. So once you come into the setting screen, the basic meeting details, if you want to put your logo here on the calendar, you can. I did not. I find that it makes no difference putting your logo because the logos already going to be on the webpage. Anyway, calendar name. I call it a free consultation because that's what the customers and clients are going to want to see. If you want to change the calendar name, something that they're going to see on the page, sit sit with Dom for 30 minutes. Again, name it whatever you want, but know that this is going to be customer facing. Same thing with the description. This is going to show on the page just under the This is going to show on the page just under the calendar title. Coming down here, custom URL, do not worry about this at all. Meeting invite title, this is what's going to show up on yours and the customer's Google calendars. So I put their name and your name, and I put that little free consult there so they know exactly who they're meeting and for what for? Coming down, I have it set is a Round Robin calendar, because if you wanted to add it via, you wanted to scale up and add somebody, you can just add them to this calendar without making really any changes. But since it's just you, you just have to select yourself, add yourself as a team member to here, and then optimize for availability equal distribution, doesn't matter because there's only going to be one person on the calendar. So again, add your person here. And then here on your meeting location, the custom is the default. If you remember from setting up the profile, I had it set up there with meeting link. It's going to pull that meeting link in. But if you have Zoom or you have Microsoft Team setup, you want to do your meetings there, select that from the drop down here. But again, for the sake of this demo, and I've got all kinds of other things hooked up, I'm going to leave it here as custom. Coming down, you want to change your event color, whatever you wanted to show up on what color you wanted to show up on both your Google calendars, put that there. Go ahead and hit safe. For the availability, now we've set up our personal availability in the My profile screen in a previous video. What we want to do now is we're going to set up basically, we want to set this up and future proof this for if we bring on a VA. So what I'll do is I'll make Monday to Friday. Eight to 6:00 P.M. Because, again, I may or may not have a VA who wants to work 8:00 A.M. On Monday morning. So what I'm going to do is I'm going to put eight to six, but know that my personal availability is going to block off Mondays because I don't take a meeting on a Monday. So what'll happen now is even though the calendar has it available Monday, my personal availability will block off Monday so I can't book Mondays. Once that's done, you want to make this calendar availability as big as possible. Coming down here into the meeting interval, this is basically how many slots are available. So, for instance, if I set this to 30, I would only have ten, 1030 and 11 meeting slots available. But if I put this to 15, I'll have ten, 1015, 1030, 1045, and 11 available. Meting duration, I find that 30 minutes is fine for a discovery call. Occasionally, they go long, but that's why we have the post buffer time here, so that way you don't have them running right up against each other. So customer sees that it's 30 minutes, but you're actually blocking off 45 on your calendar in case it goes long. When it comes down here to minimum scheduling notice and date range, I don't like surprise meetings. Hopefully, you don't either. So I make people have to wait at least 12 hours I find is a really good kind of buffer for meetings. So I can check in the morning if I have anything on the schedule. For instance, if they were up at 4:00 A.M. And they wanted to book a call with me, they can't book until 4:00 P.M. So when I go in and I check my schedule for the day, if somebody booked at 4:00 A.M. I'm going to see them. I've got a couple hours to prepare for that meeting. Same thing if somebody goes ahead and they want to book in the middle of the night at 12, it's now 12. It's now 12 noon. So in the morning, I'll have a little bit of time to prepare. So I give myself that little bit of buffer. Date range, I put it 14 days if somebody books 3.5 weeks out, they're probably not going to show up anyway. I've seen people here go as much as three days. Today, tomorrow, next day, that's it. But I'm a little bit more lenient with the 14, because, again, if we're selling content, we're going to have a lot higher intent appointments. We're not going to be forcing people to book, and we're not forcing people to show up. People are going to want to show up. So I leave that there at 14. Max bookings a day. I've given you a default here at five. I cannot do more than five sales calls a day. Personally, if you are a freaking machine, you can leave that blank, and it will be unlimited, or if you just want to take two or three, you can put whatever you want in there. And then bookings per slot, we don't want to double book, so I just leave that there at one. When that's set, perfect. Safe. Forms and payment. Now, there is a discovery call booking form that I gave you into your snapshot account. I'm going to leave that there for now. I'll show you what that actually is going to, what that's going to collect. And then I allow them to add guests if they want to bring a business partner and basically just give the count so that way, I'm not blindsided and two or three people show up. They can say, Book the appointment. I'm going to have two guests with me. Confirmation page, this is set at the funnel level. So don't worry about this coming down. And also, I do not autocfirm my new calendar meetings. The reason being is that I want to go ahead and I want to double check and manually confirm every single appointment. When we get into automations, I'll show you what I have set up. But basically, when somebody goes to book on this calendar, you'll get a text that says, So and so wants to book a meeting, go check and confirm. And once you do, it'll then confirm it and fire off an email to the person saying, Hey, I checked my schedule, and we're good to go. So I leave this checked off. If you want to just autocfirm everything, check it on, and it'll autocfirm everything here on the books. Coming down here, notifications. I now have notifications turned on for unconfirmed and confirmed appointments going to me and the customer. And then same thing for cancellation and reschedule. This will actually pop in the lead Connector app if someone cancels or reschedules cause I want to know about it. I don't want to show up to a meeting that I thought was there, and then it's canceled. It's happened a couple of times. I was really glad I on high level put this here. Coming down, I like to allow Google and Outlook calendar to send invitation update emails because for some reason, if mine go to Spam, the Google one will always go through. And then you also want to assign contacts to their calendar team members every time it's booked, because all of the automations I built for you are based on the assigned user, and we want to make sure that this is assigning to you. We have to add you as the user so that way all your name goes on all the stuff that I built for you. Cancellation policy, I want to allow people to reschedule and allow people to cancel. I find it easier that way. And then once we're done with that, we go ahead, we hit Save. And then customizations if you want to change the color to make it like a more branded with you, so we can go so we can go ahead and change your hex code here, if I want to make it that dark purple. Again, it doesn't really make a huge difference, but it does that little color, makes it look a little bit better on the page. And then what you want the actual button to say. So right now it's a schedule consult schedule meeting, book appointment whatever you want it to say, put it right there. When we're done with that, go ahead and hit safe. When that's done, we're now ready to set up the book a consult funnel. Coming back here, we're going to go here into sites. You'll see funnels up top and you'll see the discovery call funnel here. Inside here, if you remember from the last video, I set this up here on my domain. So it's earshot dot info slash CST, and we also put the consult into the book of call Custom value. So make sure that that says consult there. And then for the pending, you want to make sure that it says consult pending over here as well. If it says anything different, your custom links are not going to work if you put consult and pending into those custom values. Now, once everything's up, we're going to open up the page editor here. And now we're going to make this the right colors, and we're going to make the right copy that's here. So again, we've got the green from the template. Again, you want to see the squares, go in, hit the dark purple or hit whatever background color you want it to be on the page from that brand slot, from that brand board. Come down here. We've already did the footer in another video, and you'll see now that we've got kind of that purple. That's what we changed in the previous screen. So this is what the customers going to see when we have all of our colors correct, we're going to basically go ahead and publish. And you'll see that this is actually going to say book a meeting with your business name if you want to change the SEO metadata, over here, that's fine, as well. Essentially this button here on the page, you want to make sure that this has a scroll to element, and if the element is the calendar. So it's going to scroll right down to this page where you can see free consultation. There's your description, and then go ahead, they can book their time slots. Now, we want to make sure on the calendar here that if we select the calendar element, you'll see a little orange box. Come over here. You want to make sure that the free consultation calendars there, and the redirect action is go to the next step. We don't want this to say, use the action of the calendar Builder, we want to go go to the next step. Save, publish that, make sure that that's there. Then if we come into this top, we're going to do the look at the pending page. So when somebody books the appointment and fills out the form, they're gonna show up on the pending page where your picture is here again. You want to do, it's in the row. Change the color, make it look on brand. I think it's just right there. Now this is the next page, which is going to tell them to check their email because we're going to review the timeslot. And again, if you want to change this copy, you can change it just like you would on a Word document. But basically, I'm telling people to just check their email. I'm going to review the time slot. When I review it, it's going to tell them that we're confirmed and we're good to go. And then if I send them anything that they want to fill out, just be on the lookout for it. It's basic generic copy that you can go ahead and you can change yourself if you want to. When that's done and we have this the way that we want it, we can go ahead and publish. Now we can go into the funnel and we can go and test it all out. So as you'll see here, it's got my logo up here. Book a meeting with me when you're free. And this is where they can go. If you remember, Mondays blocked off because of my personal availability, even though we set the calendar available on Mondays. So now let's test something here. We've got 30th. We're gonna have 12:00 P.M. We'll hit Select. Now this is going to be the form that I've built for you. So full name, organization, phone number, email, and then notes. What's the number one thing you want to accomplish? This is a really good field to have because it's going to give you an idea of what they want you to build before you show up to the meeting. So you want to have something like this where basically you want to get the person's intent when they go ahead and book. When that's done there, they say that consent for the A two P. They can add guests if they want. They can say, I'm going to bring two extra people. And then when they schedule the consult, it's going to go ahead. It's going to schedule the consult there. But they have to fill out the form first. If you see this, this means that this is working right, and I will see you in the next video. 17. GHL Account Setup: Free Course Funnel: Hey, welcome back to the program. In this video, we're going to go over the free course funnel that I gave to you inside of the snapshot. So now when you're giving away your free course as a lead magnet, you have something basic that's built and you can start pushing on social media. Alright, so we're here inside of these sites and then in the funnels tab up here to get to the screen, and you'll notice that I've built you a free course funnel here inside your account. Open this up. You want to make sure that it is active and you see slash free because that's going to make sure the custom values work. Once that's set up, we can go in and we can start editing some of these pages. I've given you a basic opt in and a thank you page. If you have a one time offer, if you haven't upsell that you want to do after the free course is opted in, you can just go ahead and drag this up there, and now it's going to go opt in, upsell, and then a thank you page. If not, you can just leave it down here on the bottom. It's going to go opt in Thank you page, and then you have this page for when you make that offer. Opening up here, we go to Edit. It's really just two pages here that you have to edit here. And again, if you've been doing this for most of these, you already know you already have your colors. It's just a matter of basically selecting everything that's this green color and go ahead and making it the purple, going through, clicking it, and making sure it's the right color. And this is why we did the brand board was because it gives you all of those brand colors that are really, really easy to select. Makes it super easy. Come into here. And this is also why I wanted you that light color that was there, because one of these darks would not necessarily make sense. We make the light, it'll work there. So you'll just have to change some of the copy here, headline for your sales message and avatar, attention, your target audience. It's all pretty much all pretty self explanatory in terms of copy. Coming down here, you're going to have your lead magnet name, have your free course name. Put a visual representation here or a happy customer, and then talk about what you get with the free course. And it says here today free. And then, again, on the footer, we just want again make sure that it's the right color. Now, when it says instant access, you want to make sure that this button is set to open the pop up, which if we come up here to pop up settings, again, we can make sure we can get rid of that green, make that the purple. Now you want to make sure that this form is a free course opt in, which is basically just name, phone number, email, and then submit. And then you want to make sure here that this is go to next step. So when somebody fills this out, the automations we're going to talk about in the next video will actually grant them free course access. So it's really not much to go through on here, make sure you get rid of the green, make sure that form is there, and then we can go ahead and hit Publish. Now we can come up here and then look at our thank you page. When we come down here to our thank you page, you'll see that there's this picture here again, and we can swap out that really light color for the really light purple. Again, just get rid of all of the all the green, make sure it's your color. And then this is a basic page here that basically just tells them, check your email. You should be getting emails right now that contain your login information. It should be coming from. It's going to pull your business name, and it's going to pull your business email here as well. So if you want to really just type in your email there, that's fine. If not, it will pull. I left this order confirmation in here for if you are doing a paid offer behind the free course. If you're not, you can just go ahead, hit the trash can, just download it and hit the trash can, delete it, and then just hit Publish, and now you're good. Now you've got it set up for a free course. In the next video, I'm going to go over the automations that are powering this whole free course delivery process. 18. GHL Account Setup: Free Course Automations: Hey, welcome back to the program. In this video, I'm going to show you all of the automations behind the free course, as well as how the free course is set up so that you can give this away as a lead magnet on social media. Now, first thing, we're going to go here into the automation screen here on the left, and you'll see in folder number one, free course automations is here, and there's two of them. So basically, it's just one that when they opt in, it grants them the course, and then two, it updates your pipeline when they log in. Super simple, there's not a whole lot going on here. Now, number one here is there's no trigger. So you'll have to do is you'll have to add the form here, form submitted, and you'll have to add a filter here so that the form is free course opt in. Free course form submitted. Now what'll happen is when somebody submits the form on that opt in page, it is going to trigger this automation. Go ahead, make sure that we hit safe. You want to make sure also that it's assigned to you, make sure that you are selected here on the users. It's also going to tag them that they're a free course lead. It's going to add them to the pipeline, which we're going to talk about in the next module. Then what's going to happen after they opt in after it adds them to the pipeline? It's going to grant the free course offer, which I'll show you here. I've just named it high level for small business for snapshot purposes. That's over there. And it's going to add them to your email broadcast list, which we can talk about in another video. But basically, anybody who comes onto your list, this is going to be people that you want to broadcast if you have an offer or you have an open build slot that you can kind of try to generate some business. Add them to your broadcast list, and then it's going to wait a day and see whether or not they logged in. If they logged in, yes. Well, we're going to. We're going to not worry about it. If they did not log in after a day, it's going to give them a gentle nudge, which basically says, Hey, did you forget about me? I always see that you grabbed my free course, and you can read the copy that I put here. If you want to change it, great, if you want to. If you want to go with what I wrote for you, that's fine, too. But that's everything that's there. We make sure we hit Save, make sure we hit Publish. We're going to publish, and then we got to hit Save. Go back to workflows. Again, just make sure that this one here is published. And now when somebody comes in and grabs your free course, it's going to work. The next one here is that if somebody logs in, you'll see they started the free course, the trigger. You want to make sure that the product is the high level for small business or whatever you named your course. Make sure that that's there. It's going to move them there to log in. Now, I've left you a note here as well. This is just going to hold the contact active so that check in the last automation is going to work. So if they're holding here for three days, it's going to show as active in this workflow, and then it's going to not fire off the Hey, did you forget about me email. So we're just going to publish and save and leave that as is. The only thing you have to do here is in the trigger is just make sure that your course is here in the drop down. Click it and you'll see again, you'll just make sure your course is checked. Go back to workflows. Once that's done, all of your automations are going to be good to go. Now, to make sure that it's your course that gets delivered, I've already created an offer. I've already created a product that you just need to add your lessons to. If you come here into automations and I'm sorry, if you come down here into memberships, you'll see up top here where it says courses. Now, we've got products fit inside of offers, and then offers are attached to funnels. If you go here into products, I've given one here that's a shell that just says high level for small business. If you want to change the name, you can go hover over the three dots, it details, and you can change the name of the course right here. You'll also want to go fill out the outline, but all of your lessons, but all of your thumbnails, create your course inside here, so that way it's attached to all the automations that I built for you. Same thing with the offer if we come over here into offers, I've got the high level for Small Business offer. You can just go ahead, hit Edit, and you can change the name of the offer itself, add a description, and then change, again, your products, or if you want to add an extra course to this, you can go and update this. But all the automations that I built for you are based off of this offer. So if you want to use this one, that's fine, too. And with that said, we can move on to the next video. 19. GHL Account Setup: Helpdesk Pipeline: Welcome back to the program. In this video, we're going to be going over the helpdesk pipeline that I created for you inside of your snapshot. So this way, when your clients have issues, if they want to submit a support ticket, they can get them they can get support from you and you can keep track of all the requests. So what we're going to do here is I'm actually going to start with the Helpdesk page, for instance. Now, when you activated your website, one of those pages in the website was the Helpdesk ticket. Now, the page looks like this. I've set it up here with two buttons where someone can either access the billing portal through your client portal, which we set up. But you'll bring them over to the portal page. Or they can go ahead and they can actually submit a ticket and submit a help request from you. So they can put their name, their email, the issue they're facing, and then they can use a oomlink and it will go into a pipeline so you can manage all of those tickets. On the high level side of things, you'll go into the opportunities, and you'll see helpdesk tickets where it's really just three columns. It's a ticket submitted, working on the issue, and then ticket resolved. And all of these are going to have automations associated with them, so let's go check those out. Inside the automation tab over here, you will see folder number four, helpdesk automations. Now, there's a couple of these. Again, one to four or one to three A is how they're going to how the lead is going to go through them. So ticket received it's very, very simple. When somebody submits the ticket on that particular page, it's going to add them to the pipeline. You have to make sure that it gets assigned to you. You got to make sure you add yourself. All of these workflows, a lot of them, you have to make sure that you have to assign yourself, the lead to you. So it's going to put your name on everything. And then it's also going to pop up a notification that you have received a report request and it's going to send you the loom link if somebody has it. It's also going to add a task for you as well. Due in five days. I'll show you that there. And then it's also going to text and email the customer basically as a confirmation that, Hey, I received your ticket, I'm going to go take a look at it, but give me some time. Essentially what's going to happen there. You're gonna hit publish, and then we'll hit Safe. And again, like all the other again, like all of the other workflows in here, I have the sender details are going to be your name and then the business email as it goes out there as a fail safe, but feel free to change these. Now, once your ticket is received, if you drag the person over from the ticket submitted to the in progress, it's going to email the client and says, Hey, I started to work on your problem. I'll email them started to work your issue, and we'll basically say, Hey, we just got to it. So it's a good managing of expectations with the clients. So they know, Okay, they're working on it. Or they saw my ticket and they're working on it. So all you have to do is drag that over. Hip publish hit Save is right through there. Then you come down here with ticket resolved. When we drag it over to Ticket Resolve, it's going to move it in the pipeline as well. But it's also going to mark when the fix happened. So you can track when the ticket came in and then when the ticket got resolved. We're also I also built in a field for you so that you can actually make a loom video of the fix and then attach it to the customer record. I will email that out to the customer as well. I'll show you that's here in a second, how it all works. But it also basically just says a text, Hey, good news, your issues resolved. I'll send you an email. And then it's also going to email them and says, Hey, I fixed your issue, and it gives them a link to the Loom video. And again, just says, Hey, look, we fixed your issue. Here's the fix. We publish and we hit Safe. Okay, now now that everything is active, let's work through this pipeline. So we've got a blank pipeline. We're going over here, a fake loom link there. Okay. So now someone is describing the issue they're facing, and they're giving us a Loom link. They hit Submit. What's gonna happen now is that it says, Hey, we're gonna respond quickly. If we come over here, we now have our test lead over here in the pipeline. If we open up the opportunity, you'll see that we also have helpdesk ticket info over here as testing the system. If there's a Loom video or sorry, the Loom link is right here. This will be the one where they have it, and then it'll say when the ticket was submitted. So all the information from that form comes into the opportunity over here. Now, if we also come to the dashboard, and we look for tasks. We now have a task down here that test lead needs support, and it gives them the issue and the loom link right there that you can go ahead and you can look at it. So you know that there's a ticket pending over here. Also, up top here, it does pop a notification that you have a new support ticket here created right through here. If you click click the notification, it'll bring it over here to the opportunity. So all of that is all working. Now, if we open up the customer record, you'll see that this actually fired off an email that said, Hey, your request was received. Now let's assume now let's assume that we fix we started to work the issue, and what we're gonna do is we're going to start to work on it. And the act of moving that box is now going to fire off. Let's open this in a new tab. It's going to fire off another email. I've started to work on your issue. So again, I told the lead that we started to work on their issue. And then when it's resolved, that's also going to fire off an email. Now, when this one goes over here, when this ticket here gets resolved, you'll see that it says, I fixed your issue, but it did not. We did not support. But we didn't add the loom link of the fix, because we didn't actually fix anything. So what you would do is you would go into the Helpdesk ticket info, and you would put your loom link here of the fix, and that would send the link to the lead. Basically you tell them, Hey, look, this was what the fix was. This is kind of documentation. That way, it's attached to all the communication what the fix actually was. So it's a very simple, and you'll see down here it has the ticket resolved on tickets submitted on so you can see how long it took you to work the particular issue. Um, but that's all the simple little simple little helpdesk pipeline that I built for you. And it's simple, but it's very effective. Hopefully, it helps you manage some of your support requests, and I will see you in the next video. 20. GHL Account Setup: Lead Pipelines: Hey, welcome back to the program. In this video, we're going to go over both of your lead pipelines so you can manage your incoming leads and follow up with them effectively and also keep track of all of your stats inside of high level. Now, we're starting here inside of the opportunity screen again. And there's actually we want to talk about the high level service clients pipeline, and then also your free course leads pipeline here as well. Now, I want to talk about the free course leads because it's really, really simple. Essentially, what happens is in your automation, inside your free course automations, there's the one here where it goes Landing page opt in. Over here, all this is going to do is this is going to create an opportunity inside that pipeline for somebody who opts into the free course. It's very simple. That way, you'll just be able to see who the free course leads actually are. And then when we go into the number two, once somebody logs in, it's going to move them over to the log inside. So what that's going to do is over time, you'll be able to see how many opportunities of people actually grab your free course and then how many people actually logged in to consume your free course. You can get an idea in terms of your consumption, the more people you can get to consume your free course is going to lead to more appointments, more sales, and ultimately more money in your pocket. So generally on my free courses, I'll get about a 30% to 50% consumption rate, depending on the month, right? If I have a video pop off, my consumption rate will drop down to about 30%. But normally from YouTube, it's about 50% of people who actually grab it will actually log in. That's a very simple pipeline you can use there to kind of keep an indicator as to the effectiveness of your lead magnet. Now, the more complex and probably the pipeline you're going to look at way more often is going to be your service clients pipeline. Now, if you have a form or a lead magnet, somebody's going to opt in. As somebody's going to opt in, you can use any general lead magnet. There's nothing going to it yet. They'll end up in this far left column here a form Opt in leads. If you want to create, again, a basic website form, a newsletter, a PDF, kind of whatever other lead magnet you want to make, you can dump them in here. Now we talk about later on in the course, going to the high level certified admin leads that you get from high level, when you fill out the admin form, they're actually going to pop in here before they actually respond. And then once a lead responds from the initial reach out sequence, right? There's an automated list of five emails that go out. As they respond, they're going to jump over here to lead responded to let you know, those are the hot leads, and those are the ones that you should start following up with. And then once somebody goes ahead and books, they'll go into their scheduled consult. That's the end of the automation in particular in this particular pipeline. From here, from people who book discovery calls, it's going to be on you to update the result of that discovery call, whether they showed, or they didn't show. And that's essentially going to keep you depending upon where you put the show or no show, that's going to trigger automations as to what happens next. From the show to column, if you decide to send somebody an agreement, you decide to send somebody a contract, which we're going to cover in another video and one of the next couple of videos, it's going to move them over to Agreement sent. As they sign it, it'll move them over here to sign, and then once somebody pays their first deposit, it'll let you know. It'll move over to deposit received, and then it'll also go delivery complete. You'll move it to delivery complete when you've completed the project. And then, again, we'll talk about this in later videos, but it's going to update the dollars that you make along the way. So that way, you'll have an idea of how much money you're making per contract and how much money just in total you've made. So far, what we've gone through those, we've gone through the discovery call automations. These are going to add people to that pipeline. We have not gone through we have not gone through the certified Admin leads, but this is going to add them in there. We'll go over this in another video. And then the discovery calls, again, showed no showed that's going to move people. In the next couple of videos, we're going to go over the invoicing and the contracts here to move them, again, further down that line. And now that we have an idea of what's feeding this pipeline, let's test it out in action and kind of show you how that works. So now we have our consult page. This is our booking page. We're going to go book, let's just say Thursday the 30th at 11:30 A.M. Now what we're going to do is we're going to put our testing lead. Okay, so what's going to happen now, we're going to consent here, and then we're going to hit Schedule consult. So now what's going to happen is it's going to set the appointment as a new appointment. We're still going to have to confirm it, but now they're in our system. So what'll happen now as we come into appointments, if we come to the dashboard, Yeah. Now, if we come here on the dashboard, we'll see the notification here that we have an appointment call request, which will come into there, which if we click here, I'll bring the test lead up here. I'll say it says that I fired off the email that you're penciled in. And then if you come over here for the appointments, you will see that the status here is new. Now, you can also go into calendars and go under appointments. And you'll see the lead here. You'll see the lead's name. You'll see the invitee, you'll see the status. And then if this works for us, we're going to go ahead and we're going to hit confirmed. Update that as confirmed. And what that's going to do if we go into our opportunities, it's going to put the lead here in the scheduled console, and it has the appointment name or date right there. So, now that we have them on the schedule, again, let's assume that we go through all of the reminders, the person shows up for the appointment. What we'll then do if the person showed up, all we have to do is just drag them over here to Shout. And what that's going to do, if we now go into calendars and appointments, it's going to update it over here to Shout or the opposite can happen, and we can actually change it here to no show. And it works the other way. So what this should probably do is it should move the person. And then the opposite is also true. So if we go into here and we have a confirmed appointment, we want to mark them as a show, that's going to move them in the pipeline as well. So either way, whether you update it to show here or you just drag it in the pipeline, either way it's going to move. It's going to move the console over to here. And then in the next video, we're going to talk about all the invoicing and contract automations that I built. 21. GHL Account Setup: Invoices & Contracts: Hey, welcome back to the program. In this video, we're going to talk about what to do when it comes time to send an invoice and send a contract to your client in high level using the snapshot that I built you. Alright, so we're going to start here over in the Opportunities tab, and we're going to come all the way over here. So let's say test lead. We had a meeting with them, and we talked about work and we want to move forward, right? They agreed to a price, and we want to move forward. So we want to make this all we want to make this all official. So what we're going to do is we're going to open up the customer record here. And what'll happen is you'll notice that I've actually built you GHLPject info and project contract info fields here respectively. Now, we're going to come back to these. I want to make sure the automations are up and live first before we start filling them out because they're going to start doing stuff. So going back into the automations tab, you'll see invoice and contract automations. I'm going to run through these fairly quickly. Again, we've only got three of them here. First one is to create the proposal. So what'll happen now is that when the work agreement is sent, and again, I've already built the high level custom work agreement for you, basically lifted the exact one that I use with my clients. When that gets sent, it's going to move them into agreement sent. We're going to hit safe. And what it's also going to do here, it's also going to update the lead value with the estimated cost of the project. So that's going to go there. The next one here is that when the contract gets completed, when the contract comes back signed, I'll show you how the sign goes back and forth, right? I'll move them to a signed agreement, and then it'll also let you know that the person signed the proposal, but they just haven't paid yet. And then finally, when somebody pays, somebody pays their initial deposit through Stripe, which I don't know if I'm going to be able to show you because I have not hooked up Stripe to this account. Once the invoice here gets paid, it's going to give you a notification that somebody paid. It's going to mark the opportunity here as one and then update with the total price of the invoice of the project, and then email them confirmation of the receipt of the payment. With that there, all set up, now we're ready to go. Once these three here are published, we can now show you the process of invoicing people through high level system. So, again, we're at the opportunities phase here, and we have test lead we talked about something with them. If you actually collapse the contact, you'll see project info and then contract info. So project info, let's say that we are going to build a website automation and snapshot for them. Now, when you go ahead and do you do your actual builds and your actual contracts, be way more specific than this with your scope of work. Let's say that it's going to take 30 days to do that, and we're going to bill them $5,000. And the work notes here, I want to see how the system works. So this is actually going to be This is going to pull from their initial discovery call, so you can actually see what they wanted to get accomplished. So that's there, we're going to go ahead and we're going to hit Save. Next thing we're going to do is we're going to pull the contract info. We've talked to them again. It's going to be a $5,000 project. We want that to pull in there, and we've agreed at $1,500 upfront. And now the client will provide logins and then brand assets, right? We're not going to create a logo for that person. And again, be more specific when you're doing these. I'm doing this to make it a quick tutorial. Special terms and conditions where there are going to be no special terms and conditions on this particular contract, and then our hourly rate is going to be $100. And then, again, our due date is going to be they're gonna owe us the due date on completion. And then we're going to go ahead and we're gonna hit safe. So what we've done is we've just updated all of the contracts of the deal that we've negotiated with our client. We've basically said, what we're going to do, how long we think it's going to take, how much it's going to be? And then we're also going to say how much it's totally going to be, our $1,500 our initial deposit, logins and brand assets, what they're going to give us, no special conditions, how much they give us upfront, and then how much our hourly rate is going to be if it goes over. And then we also balance is going to be due on completion. So we've given all of the variables and we've attached them here to the customer record. Now we get to head over to the payments over here on the left. And again, we're probably not going to do a whole lot because we haven't hooked up Stripe to this. But if you go into documents and contracts, you'll see templates. I've given you a high level custom work agreement here. Now, the value is 1,500 because I think that's what you should be going for at least upfront is a $1,500 deposit for any kind of work that you're doing. $1,500 upfront is a very fair upfront offer. Once you come into here, this is the template. You can go ahead and you can change this if you want. But I've included this is the one that I use for all of my customers. I make a plain I make this a very plain knowledge, very simple agreement. If you want to have a lawyer take a look at this, by all means, have a lawyer take a look at this, but I used chat GPT, and I also had a very plain English contract agreement that really it shows what we're trying to do and tries to keep basically spread the risk between both parties. You can Take a moment, read it. You'll see. You can probably understand it without being a lawyer. From here, you can see now that it's already pulling some of it's already pulling some of the values in here. So, for instance, we're going to use this template. All right, now, once you're into the invoices screen, the first thing you're going to do is you're going to add a client. Now, I've added the wrong client to this on purpose, and you'll see here how it says, contract estimated cost, we filled this out on the customer record. But since it's not filled out for this particular customer, it's not going to pull in. So now, as I come in here and I do test lead, if you scroll up to the top again, it now pulled in the $5,000 project cost. I just got to get rid of $1 sign here on the template. And you'll also notice, too, that as we come in, the delivery terms, it's 30 days. It pulls the 30 into there. All the variables that we basically put on the customer record are now pulling into the invoice. We come down here, Pennsylvania, this is pulling this is pulling from your business, wherever your business is located. It's going to pull in there. The next thing that we just have to do. The next thing we have to do is basically on that service provider, we need to assign the lead to you. And you can actually do this in the template screen. So you can save the template, but just make your name here. So it's signed by you and not the customer. So you've got you, you got the customer here. They don't have a company name yet, although they probably should. We come down here, you'll see scope of work is pulled in here. As you get really specific, it'll add all the scope of work here. Payment terms, pulls the $1,500 in there, balance due on completion, and then you will see the price of the initial deposit. You just have to change this one here to the initial deposit that did not pull a custom value. So you're just going to have to do that before the You're just gonna have to do that before you go ahead and send. So update the price. It's pulling the $1,500 in. If you wanted to grab another, like, say, you want to grab $2,000, you would change the price there. It'll change the price over here. So, 1,500 high level service work. You can call it professional services, call it whatever you want to call it. Basically just type into here. Service work. And then on the bottom, just make sure that you have your service provider, make sure that you move this to you as well. When that's done, you can save it. And then you can go ahead, you can click Send. Send via email. I'll send to me. I'll send here, you go ahead, send. And now what that will do is that will now send to you and then the client at the same time so you guys can both go ahead and sign it. And if we go back, the active sending that if you go back to the opportunities, you'll see that the act of sending that the agreement sent, moved them down the pipeline over here. Now, I'm going to go ahead I'm gonna pause this, and I'm going to sign it off camera. So if we come into here, you'll see that there is you'll see that we've actually sent the custom work agreement over here. So this is actually what the customer is going to see. Start filling out. Oh, this is going to be my copy here as the service provider. Okay. Next, sign down here, accept and sign, finish. So that's one. Now I got to go do the other one. Okay, now this is the customer side, start filling out. You'll see this is the customer side now. Test lead next. Initials, accept and sign, finish and complete payment. So now, when the person signs, it's going to prompt them now to a payment screen where they can go ahead and pay. Probably, it's not gonna work. Because I haven't set up my payment processor, this invoice cannot be paid, but basically, that's how that's gonna work. Your client's gonna get it, they're gonna sign that and it's gonna take them to a payment screen where they can go ahead and pay their first invoice for $1,500. Let's assume that they get to this point and they get cold feet. What will happen now in opportunities you'll see it move that they signed it, but they've not had the deposit received. So if somebody gets there and they don't pay, you'll know that they signed, but they didn't pay. So that way, you can follow up and say, Well, where's my money? So yeah, unfortunately, this demonstration has to end here because I haven't hooked up my payment processor. But basically, there would be in here, there would be a green button that would say pay 1,500 where they can enter their credit card information and complete their payment. But that's how that automation there is going to work. That is how I bill my clients, and then once the deposit is received, you can then get the logins and get to work. And I will see you in the next video. 22. Attracting & Closing Leads: Certified Admin Leads: Hey, welcome back to the program. In this video, I'm going to show you the simple email outreach system that I built for you inside of the snapshot for you to use on high level certified Admin leads. Alright, so I'm going to start here inside the dashboard. And basically, here's what's going to happen. Essentially what's going to happen is Alicia's going to post inside of the certified Admins group. That's going to say opportunity, right, automation opportunity, website build opportunity. She'll give you basically a one liner as to the inquiry they have, and then it's up to you to reach out to the client. So what's going to happen is you're going to have basically just a really one line what I need help with. You're going to have a name, you're going to have an email address and sometimes a phone number. So what we're going to do to kick off this automation is we're going to create the contact, and the act of creating the contact and updating a specific field is going to kick off the outreach system. So let me show you what I mean. The automation, if we go into automations here on the left, and we go into certified admin leads. There's two automations here. So number one is reply to this when they reply to this lead, it's going to tag them as hot. Leads going to respond. It's going to assign to you, again, make sure that you add yourself in here. It is going to move them over to the lead responded, and then it's also going to pop a notification and let you know that someone replied to your reach out and you need to go respond to them. Super, super simple workflow on this side. Now, the first one here is going to reach out to those particular leads. Now, trigger being the contact changed. So there's actually something I put on that says, Because you needed some help with. And I wrote this this way because that's how the email is going to read, and then it's going to enter whatever it is that you write after that. Let me show you here. When you fill that in on the contact record, it's going to assign to you, again, make sure that you're and it's going to send out this initial reach out email that I wrote. Feel free to use it, feel free to change. It's totally up to you. But what's going to happen here, subject is going to say, go high level project help certified admin here, because essentially, when somebody goes in and asks high level for help, they then get bombarded with emails from 15, 20 different admins and it's kind of everybody competing for the lead. So I want to tell them that I am a certified admin right off the bat, which again, sometimes will set you apart from all the other people. And again, you want to keep this kind of relevant. They submitted to high level for high level project help. You're now sending them an email regarding project help. So this gets opened a lot. Now, coming down here into the copy, what I've done here with the copy, it says, Hey, contact first name. Your info was referred to me directly from high level because you needed some help with building your website. You needed some help with writing some automations, right? Whatever the ticket is going to say, it's going to be up to you to write into that field what they needed help with. Name is Dom, and I'm a GHL certified admin who can help you with that. Again, don't take tickets you can't help with. So every time you respond to a ticket, just know that it's something that you can help with. I would love to sit down for a few minutes and chat with your project because the info forwarded to me was pretty general, and I'd like to get a handle on your specifics. I did a couple things with this sentence. Number one, I'm going right for the appointment to sit down and chat with them, but I'm also wanting to nail down specifics because we don't know if it's a game of telephone, whether Alicia over on the certified Admin summarized, or if she gave us all this stuff, or if they just typed something quick and they left something out. So I just want to basically get them all on the same page before I start quoting. Next up, I go, If you'd like to get to know me and my GHLKledge before chatting, certainly check out my YouTube channel here. If you don't have a YouTube channel, either start one or if you have another social media where you're showing off your high level knowledge, link to it there. Because people are going to open up this email and I go, I don't know who the heck this person is, give them someplace where they can consume your content. They can learn who you are, learn how good you are before even reaching out. This is the key to having people show up to appointments presold. Or it says you can just Google me to see all I've done with High level. If you're creating a lot of content with high level, high level is going to reach out to you, feature you in a master class, feature you in some of their official channels, and if someone just Googles you, you'll pop up. Again, build your credibility and build your authority before you even get on a call with this person. Then it says, of course, you can always just reply or text me with any questions, D or schedule a time that works, and this is going to link to your booking page that we built earlier. Says, I look forward to chatting, hopefully we can get together on a project. I'm confident we can get you up and going quickly, and then it's going to fill in your name, your email, and your phone number, if you want, if you don't want to put your phone number, you can you can just delete it there. It's fine. It's up to you. But you, your name and your phone number are right there. That's the first email. You'll actually also get a fair amount of people who don't even respond to this, and they just go and they book an appointment because they've watched your content, and they just go on the calendar, and it's really seamless and then all the automations take over and they get all nice marketing automated messages that are all in time. And that also is building your authority because your high level account is working the way that they want theirs to work. So we're going to save that. Then what'll happen, it's going to tag them here as an admin lead, and it's going to add them into the pipeline under the certified Admin leads there. And it's going to put the sources that they came from the Admin group. So later on, when they become a deal, you'll know how many deals came from the Admin group. Then what'll happen is every morning, for the next five days, it's going to send them a different email. So it'll say the second one here is basically confirming their choice to hire a professional because this is likely a problem that they've probably tried to solve on their own, started pulling their hair out, and then they went to high level and said, Help. And now they're getting bombarded by 20 people, and they're like, maybe maybe I don't need to help somebody. This is just too much, right? Maybe I should back off. So what we're doing now is on the second day we're saying going after an admin was the right choice. We're telling them you made the right choice. Here's why. Basically, what I'm doing here then is I'm basically saying that I want to do a couple things with email. Number one, I want to make sure that my first one got to you yesterday because sometimes I go to Spam. And it's also telling why we emailed them a second time if they didn't respond. Number two, we also want, again, applaud them for hiring a P. I talk about how many people are in the admin group versus people who are trying, also building authority in the Admin program, telling them that, Hey, look, I'm not your average high level person, right? I have the official seal of approval. And then, basically, again, I'm just selling the Admin program here, and it says, Anyway, I'd love to chat more about building your website. I love the chat more about hooking up the automations. Whatever you put in the contact record is there. Here, book a meeting with me here. And if you want to see any of my work, here's my social links. Here's my YouTube, go check me out if you still have questions. And at the bottom, it's always the call to action to just respond. You'll get people who just write back. Hey, I have a quick question about this. How do I do this? And then you can now you're talking to the person. So, you got to remember that the goal of these emails is one, yes, you want them to book an appointment, but the number one goal is you just want them to respond back to you so you can continue the conversation. So we're gonna go there. Save action. The next day, this one actually got a fair number of responses. Who the heck am I? Because, again, remember, they're getting emailed by, like, 15 people at the same time. So I open it up. I say, Hey, look, I get it. You're probably being bombarded by a bunch of admins. And unfortunately, that's because of how they do it. I'm like, I make High level the bad guy, right? I'm not bombarding you. High level made me bombard you. That's essentially how, uh that's essentially how I bring myself on the side of the customer, okay? Now, this is basically a free offer. I basically tell them because at this point, there might be 20 people, there might be people who are priced way lower than me. And I've had this a lot of times where someone goes, Yeah, someone said they could do it for 50 bucks. They didn't know what they were doing. At this point now, I know that I'm going to be asking way more money than most people. So at this point, I'm going to say, send me a loom of what you'd like to do. And then what you do is you basically just put a wire frame together in your sandbox account, shoot a loom of the wire frame, then just send it back to them and they go, Hey, is this what you wanted for free? More times than not, they'll just say, Yeah, let's continue with that. Let's get hop on a call. And now you're on a call with somebody and you've already got the thing kind of half built. So if you read through the copy on this email, that's essentially what that is. You're offering to do a portion of the work for free to let them know and just demonstrate that you can do it for them. And then, again, it's just reply, hop on a Zoom, check out my YouTube channel, get a reply, kind of all the same CTAs. Up next, I had testimonials from Upwork that I put in this email. If you have testimonials, put them in here, right? Because now people you've been selling yourself long enough. You want to see other people kind of edify you and other people build you up in this email. But I'm gonna make you write this one on your own. I'm not gonna let you use my testimonials. Then on the last one here, too, I also, if someone completely ignores me for four days, I give them my free course as a gift. I tell them, Hey, I know I've been trying to contact you. You may have found help. You may have found you may have solved your issue. That's fine. But I want to leave you with a gift. I want to give you my free course in case I can help you with anything else. You're just giving them value for free. And people who grab this, they'll go through your course and go, Oh, this person knows what they're talking about, and you might not get them on this job, but you'll get them on the next job if they need something else, 'cause now they're in your ecosystem. You got the lead. They're in your ecosystem. If you can engage them in your course, engage them in your community, they might not go to the high level Admin directly next time. They'll just go right to you. So that's what I do here at the end. I just give them the free course. I say, if you want to join us Reply Back, I'll send you access to the course. And that's the end that's this sequence. This sequence here gets a lot of appointments because they're relevant emails. They're relevant leads. If you want to call these people, by all means, you can call these people here as well. I did not. I just basically added the person to lead the sequence, and this is what was getting appointments on its own. So let me show you how to kick this off. So what will happen now is, again, we will go into the certified Admins group. You'll see a post with a lead. We'll come down here. We'll say, Oh, we have to make sure this is active first. Publish. Okay. So what we do is I go into the contacts, and I hit this little ad contact. So I've got the Admin up on one side, I've got this up on the other. And let's just say this is admin lead. And we've got Admin lead at dombav.com. Phone number. They did not give us a phone number on this lead. So what'll happen now as we go ahead, we just hit safe. So now we've got Admin lead. We've got our email. Then what I'm going to do is on the project info, let's say it says automation opportunity. Automating my Let's say it says automating lead automating lead magnet workflow. Let's just say that that's what came through on the opportunity. I'm not going to put because you needed some help with automating lead magnet workflow. That doesn't flow like a sentence. So what I'm going to do is I'm going to add the punctuation and automating your lead magnet workflow. I'm going to basically make this so that it flows, if I say, because you needed some help with automating your lead magnet workflow. And as we hit Save, the active saving that there, you're going to see an email go out. Now it just reached out as an email, added them to the pipeline and now the automation started doing its own thing. So if we open up the email that we sent, if we come into here, your info is referred to me from high level because you needed some help with automating your lead magnet workflow. Now that sounds like a real sentence. And all we had to do was add the person's name, update that one thing, and it automated our outreach. And now it's going to outreach every day for five days. So sweet little automation there. It's going to get you some appointments from the high level certified group. And if you've gotten this far, you can move on to the next video. 23. Attracting & Closing Leads: Types of Clients: Hey, welcome back to the program. In this video, we're going to talk about the different types of clients that you can kind of encounter and the types of jobs that you're going to encounter as a high level service professional. Now, by no means, is this going to be a completely exhaustive list, but these are going to be the most common types of jobs that you're going to encounter as your time here as a high level service P. Now, number one, for me, this is about half of my builds, right. This is not a lot, but this is a good majority of the types of clients that would come to me. So these are one time fresh builds. So these are going to be clients that have not started using high level yet, but they're looking to start white labeling. They maybe have watched some of your content. Maybe they've watched they've gotten referred to you from the high level certified Admin program. A lot of these people do have other businesses. And what they want to do is they have a lot more money than they have time. So they're going to contact somebody like you to build out their whole system for them. These builds generally will include the agency account setup, so all of the plumbing, all of the domains, everything at the agency level. And then you're generally going to set up their company sub account. So this is going to be the account that they run their day to day from, and then also the snapshot account that they put and implement with all of their clients. Now, normally, sometimes these builds are going to have a signature snapshot that they want to want to implement. This is a lot of the times the case with coaches and consultants who want to teach a specific framework. It's basically going to be your job of making sure that that framework comes to life in a snapshot so that all of their customers start with the same exact kind of default settings and default automations inside of their new accounts. So you're bringing their framework to life. The other type of scratch Build generally that I'll do, a fresh Build is going to be with the snapshot account. I somebody wants a generic home services snapshot. So that way, I created a generic home services that I can kind of build from, show it to this client. And then more times than not, 90% of what's on that snapshot is enough for them. And then I'm just adding, again, certain small customizations specific to things that they want to include. The next type of job that you're probably going to encounter is going to be what I call a component build. Now, these customers and these clients are going to have people who already have an existing system, but they might be looking into expanding their offering or implementing a new feature that high level that just released. While you're not doing as much building as you would with a clean sheet build, these jobs do typically require you to learn the client's existing system and then work within it so that your additions can minimally disrupt their standard of operation, their standard operations, which is tartar than it seems. Typically, even though there's going to be less work on these types of jobs because you might be building out just a component as opposed to an entire system, you're going to spend a similar amount of time because you're going to have to either go through the client's documentation or many times they don't have documentation, and you have to go through and click around and figure out and find out where all of the data is going. And that's going to take as much time as if you were building it fresh. Generally on these, even though they'll say, we just have to hook up a couple of things or I just want you to build out this one small component. Always ask if you want things to be completely integrated into their existing system, and then make sure that you price accordingly, knowing that there's going to be a lot of extra work, figuring out how the system works. Alright, and the next type of job that you'll get that kind of comes out there in the high level service world are people putting you on hourly retainers. Now, these are clients who have an ad agency, but they need someone special to be on call to service their clients for usually more advanced issues. So at a lot of these clients that have hired me in this type of role are they already have a white label service provider, but they're looking for somebody who's a little bit more experienced than the level service level one help people, so you can solve some more advanced issues or maybe clean up some of their back end processes, things that might need tweaking, and then some of their higher level clients might have more custom bespoke work that they want. So they're going to bring you on pay you an hourly rate to service those higher end customers. And depending upon the agency, you may be customer facing or you may not be customer facing. I've seen it both ways where people just kind of submit a ticket to me. I go fix it in the back end and we never talk to the client. I've also had it where I'll come on to do a coaching call or do basically a systems call where I teach people about high level, and that is customer facing. People can ask me it's Q&A, and we can get through it and build some pretty cool stuff. And then the other kind of job that I would put into this kind of hourly retainer bucket is if someone wants to bring you on to do one of their SOPs, for instance, onboarding is probably the most common so there are people who have a steady if you charge 100, $150 to do an onboarding for a client. Essentially, this agency will keep you on call, and that when they have a when they have a client who needs onboarding, they'll call you. You'll book the appointment with the client, and then you'll do the whole onboarding for them or however the onboarding process works out. So this is another one. I kind of put it in that hourly retainer bucket because they typically will pay you a fee upfront, and then you deduct from that upfront retainer every time you keep your time tracked. This next type of job is going to be my favorite because it doesn't actually require you to go into an account and do a whole bunch of clicking, and it also pays a little bit better. These are consulting jobs. Now, typically, again, these are not going to require you to go in and actually build the thing. These are agency owners that are going to come to you for advice on how to do something. Now, this could be smoothing out an operation. This could be optimizing a sales funnel, an email deliverability process, whatever that might be. That just means that this agency owners looking for your advice and not necessarily your labor in getting the thing done. And because you're selling your expertise here, you're not selling your time and your labor, make sure that your consulting rate is higher than your regular labor rate. For me, again, I had $55-100 an hour was where I was able to work up my labor rate too. My consulting rate started at 200 and went up to $350. How I was able to drive my prices up again, was through content. So as you have your content, it'll show your expertise, and you'll be able to command more and more money for the knowledge that's inside your head. And typically, these clients would start as one offs. But generally, I found that about three quarters of them would turn into a series of maybe three to six calls. And then last but not least, we're talking about the cleanup work customers. I hated taking these clients, and I probably shouldn't take them, but I do want to help people. So I do take these types of jobs, but more of them have burned me than ones that have been profitable. Because you're in there and you're cleaning up after someone else's work. So typically, these will be agency owners that contact you. They sit on you and they go, Man, I did a deal with so and so or this last person came in. They messed every single thing up. I was hoping that they would do this. It wasn't even close. And you go in the account and it's just a freaking mess. So not only are you going to have to build and straighten out whatever it is, you're gonna have to figure out what they messed up. And then go ahead and clean things up. So these are kind of frustrating. They are very time consuming, and you should probably bid the job accordingly. But sometimes what I'll do is, I'll just recommend a clean sheet, do over, basically like, Hey, let's just build this all from scratch, depending upon how messed up the account is. Sometimes it can be as simple as a trigger firing multiple workflows and only one workflow needs to be fired. But sometimes it's just we don't know what the person was doing, it's better to just wipe the slate, start over and do a clean sheet build because that'll actually take less time than trying to straighten out the last guy's mess. These jobs don't happen often, but when they do, just know what you're getting yourself into when you bid the price. And with that said, I will see you in the next video. 24. Attracting & Closing Leads: Create the Ultimate Lead Magnet: Hey, welcome back to the program. In this video, we're going to be talking about how to create the ultimate lead magnet to increase your lead flow for your high level service business. Now, number one, putting out helpful content that leads straight to an appointment does work, but it really only captures the hottest leads who are ready to buy and the lowest hanging fruit. Now, here's why we should create the ultimate lead magnet. Number one, because putting out content that leads straight to a book a call funnel or leads straight to an appointment funnel, it does work. That strategy does work, but it only captures the hottest customers who are ready to do business right now, and it only captures the lowest hanging fruit. If we want to grab those kind of lukewarm leads, those kind of casual leads, and even the people who are fairly cold, as well, we need to offer a valuable lead magnet so we can bring them into our ecosystem and continue the warm up process and basically farm our ideal customer. In this case, what I've done and what I'm going to be teaching you is going to be offering a free how to set up and how to use high level course aimed at small businesses and agencies that we're going to give away in our content. What this is going to allow us to do is it's going to allow us to generate qualified leads organically from social media and then convert them to paying customers without ever making a pitch on social media. And before I get into the kind of nuts and bolts of how this process works, I want you to internalize this phrase because this is going to be kind of the driving force behind this entire strategy. Now, people hate being sold, too, but they'll always grab free stuff if they think it's going to help them. So, again, you could probably be the person to solve their problems in an hour. But if you lead with something paid, like a paid book a call funnly or there's a booking fee or you lead with something that goes right to something paid, immediately just sales resistance is going to go up even because people just aren't comfortable with you just yet. But instead, giving them giving them a lead magnet for free and leading with something free, they're keeping their guard down, and you're just bringing them, getting your foot in the door, so to speak. Alright, so here's how this works, the a big picture strategy here. So, number one, we're going to create social media content. I prefer YouTube as my platform of choice, although this works with all major platforms. From that content, we're going to drive people to an opt in page. This is where we're going to give away your free course. It's going to be on an opt in page on a funnel. Now, after they opt into that page, they're going to actually be hit with a one time offer or a bridge page depending upon whether you want to sell additional services of your own or you want to sell a high level as an affiliate. This page is going to make that first pitch after they opt in. After they opt in, assuming they pass on that offer, they're going to see the free course material. They'll go check their email to go get logged in, and then inside of that free course material is where you have a pitch or you have a pitch to either book a call with you or to grab a high level as an affiliate. There's going to be again, there's a link to your funnel and there's a link to your calendar. Inside of every single lesson. And here's what that looks like when it works. So this is actually a course that I did here. So this is a free high level course. Its opt in rate was 44.5%. And what you have here is it went social media content to the opt in page here, where people opted in. Then on this particular page after they opted in, they saw a pitch for high level as an affiliate. Basically, I said on this page with something to the effect of, Oh, by the way, you're going to need high level to do this. You might as well grab high level now if you haven't already. Use my affiliate link, and this is what you're going to get. That's what I did here. And then if people passed on it, which as you can see, most people did, I got 389 people opted in, but only 360 made this page. So afterwards, then they would go and they would see the thank you page as well. Now, what I liked about this is of these people 29 clicked through and started high level on a trial from the opt in page before they got into the course. And if you have no kind of bearing as far as a benchmark and what these numbers mean at 44.5% opt in rate, the average that you're going to see is going to be somewhere around 20%. So if you were to change nothing else from what you're currently doing for leads into this method, you're doubling lead flow, and therefore, you're going to double sales. If you do nothing else. Why are we giving away free courses as a lead magnet, and why are we not giving away an hour of consultation or why are we not giving away a PDF? Why a course, right? Because the information inside the course is not the valuable offer. So a lot of people when they hear a course, they want to sell a course, which is great, right? You can go ahead. You can sell courses, but using courses as a lead magnet is a much more valuable way to use a course, because inside, most people think that the value comes from the information inside the course. It does not, right? The offer that you're selling and the way that you're going to monetize this is you're selling high level as an affiliate because you're going to have your high level affiliate link inside the entire course. And then you're also going to have you're selling your service work as a freelancer. You're using the course as a showcase of your knowledge and a showcase of your expertise. So this way, the person who wants to get things done they now have a direct link to you and they already know what they're getting into before they hop on a call with you. This is going to make it 1,000 times easier to generate leads, because number one, courses have a high perceived value. I've probably seen a dozen courses teaching people how to use high level, and people are charging as much as $1,000 upfront to get access on how to do it. If you're going to give this away for free, you're going to tip the value equation in your favor, and people are more likely to grab yours over one of your competitors who is charging. Courses have zero cost to replicate and they have zero cost to deliver. So if you had a video Pop, right? If you were giving away an hour or a free consultation as a lead magnet, your calendar would be full and you would hate your life. Instead, if you're giving away a course, if you have a video pop, you could give away 1,000 courses in a day, and you would just have a smile on your face that generally sales and a booked console calendar full of people ready to buy rather than people who are kind of lukewarm or like, I just want to vet this guy and kind of see what he's about before I give him money. Giving away courses also trains people to open emails from you. So any promotions that you might do if you're promoting, you have a couple open build slots or if high levels doing an affiliate promotion that you want to send your high level affiliate link to you want to do that through an email. And courses generally train people to open emails because login credentials are sent via email, course updates are sent via email. So they're going to get used to getting emails from you, and they're going to open your emails. And if they open your emails, if you have good copy inside, you generally make a sale. Now, what is the goal to hour free course, which is essentially how to use high level for small businesses. The goal of this course is to basically show people how to use high level, how to get it set up in their small business, and then how to integrate it into specific business situations. Now, what you also want to do is you want to show how in depth the process of getting that dream outcome is. Okay? Show the whole process, show all the steps, show all the little details, all the really top level stuff that the average person's going to miss. And kind of the idea here is that you want to almost overwhelm the person. You want to have the person going through the course, say, I should probably just hire this out. Right, think about a YouTube video. If you've ever had something break in your house, you go onto YouTube to try to fix it, and then you go and halfway through, you're just like, This is too much. I'm probably just going to go hire this out. That's kind of the effect that you want to have when someone's going through your high level course if you're selling service work as your number one priority. Now, this works for your services because, again, you're showing them what to expect before they do business with you, right? The active consuming the course and active consuming that content is going to show that you're an expert, and it's also going to show how detail oriented you are. It's also going to do. It's also going to help people better understand their problems. So I've had people go through my course, and then by the time they hop on a discovery call, they'll say, Hey, remember when you did that lesson on calendars and setting up your calendar? That's what's really been bugging me. Can we fix my calendar? So, at that point, you don't necessarily have to go through the entire discovery process of getting to know what their problem is because they're telling you, Hey, I watched your video. I know what? Can you just do that for me? And it makes selling a lot easier because now you know the problem that you want to overcome. Again, on the bottom here, it's very easy to book a call with you because they're consuming your content and your calendar link is staring them in the face at the bottom of every single lesson. Now, for affiliate sales, if you are selling high level as an affiliate, there's going to be a group of people who watch your YouTube videos. They come in. They want to implement high level for their own business, but they don't necessarily want to spend a couple thousand dollar having you set it up for them. So what they're going to do is they're going to come in, watch your course and go to set things up as a DIY. Perfect. There's nothing wrong with that. You're going you're gonna start building a trickle of recurring commissions this way. Basically, what you want your course to do is give them the lay of the land before starting, and it's going to build confidence in them. So if they could go and watch on YouTube how to do a calendar with high level or how to do automation with high level, they're kind of learning everything in a vacuum. They don't know how each piece is going to relate to the big picture. Your course is going to do that. It's going to give them context of how high levels used to win, and it's going to build value, and it's going to build confidence that the person can do this. If they only had your snapshot or if only they had your system, right? You're there to help them kind of get their high level up and running in the form of content. Now, each lesson in your course here is also going to have a link to either a high level trial or it's going to have a link to your group About page if you have a community where you're actually helping people and you're doing coaching in a one to many. I've seen it go both ways. There are people who do kind of high level, here's how to use high level coaching, and then they have those high ticket, service clients that they pick out of the so either way, as you go through your course, again, you want to have your course be here's what high level is. Here's how to set it up. Here's how you can use it in your specific business. And in the bottom of all of those lessons, you're going to have a link to your book of call and a link to your affiliate link, and that's how you're going to set that up inside of your own high level. And with that said, I will see you in the next lesson. 25. Attracting & Closing Leads: Discovery Call Basics: Hey, welcome back to the program. In this video, we're going to talk about how your discovery calls should go and how they should feel when you get somebody who actually books a call for consultation about a custom build or you doing some service work for them. So let's jump right in. Now, typically, this discovery call or this closed call, basically, we'll just call it a sales consultation for lack of a better term because this does not happen in two halves. This whole script kind of happens all on the same call. On this call, there's typically four basic parts. I'll go into each of these in a little bit more detail, but right now you've got your rapport building. You're also going to have your project outline. You're going to have your Can I do this moment? And then finally, you're going to ask for the sale. Let's jump into each part here, and I'll show you what I mean. Phase one is basically our meet and greet, our rapport building. When you first hop on a call with somebody, that person is going to know a lot more about you than you know about them, especially if you're selling via a free course and you're selling via YouTube. The person on the other end of the Zoom has probably watched three or four of your videos. They probably consumed half or more of your course, and they feel like there's kind of that parasocial relationship between the creator and the viewer, but you haven't had that because you haven't watched any of their stuff. So what I want you to do is when you first hop on a call with somebody, kind of get to know them and kind of you almost want to bring the relationship to a level, bring your knowledge of them up to a level, so you get to know them because chances are they already kind of know about you. Get to know who they are, get to know what they do, get to know what their business is. And the other things that I like to ask somebody during this kind of rapport building session is I'll ask somebody how they came across me or what they liked about my content. What was a specific video that they liked. What this does is, if this person in front of you there's a 99% chance they are your ideal customer. So what you want to do as a marketer, ask them, what about you caught their eye and what content caught their eye? So that way, you can go ahead. You can make more of it, and then you can find more of your ideal customer and ultimately make more money. This is basically you want to do a little bit of market research here, and just very nonchalantly, go, Hey, how did you hear about me? What made you click on my video? Whatever it is. Just kind of work that there into that first kind of quarter of the conversation. Now, next one here is going to be the project outline. This is the second kind of part of the conversation after I've gotten to know somebody. I understand why they're on the call. I take some time here to get to know their business and get to know their process and get to know what their customers are about and what they deliver for their customers. At this point, you want to understand the business outcomes that they're looking for, right? What do they want from you? And what do they want to deliver to their customers, and also what KPIs do they want to track, or what KPIs can you suggest that they track? So what this is going to do is this is going to kind of bring the project into focus as to what the build is going to be about. Not to mention if you can demonstrate that you can understand the outcome that they're after, and you can understand and suggest different KPIs, key performance indicators for them to track, it's going to also elevate your authority and confirm their decision to go ahead and reach out to you. So you want this to be an active as well as kind of a listening process, as well. So again, listen to their wants and their desires, but also add things of your own to help bring this project outline up to the next level. After that, you have a good idea of what they want, you understand the KPIs you want them to track or they want you to track. You need to now take a good hard look at it and make a decision whether or not this is something that you can do. Is this going to require coding? Is this going to require different platforms? This is going to require something like make or like Zapier, right? You need to take a real assessment of your skills and take an assessment of the outcome that they want. And you have to make a decision, whether this is something, I can do it, no, I can't, or am I going to have to reach out to someone else for this one weird part of the job, one weird part of the build? 'Cause the worst thing that you can do is say, I can do it when you can't. Because you'll now have over promise to the person. They will likely have given you a couple thousand dollars, and now you can't deliver on your work. So that scenario is worst case, and it's going to ruin your reputation and most likely start a negative word of mouth cycle about you. And we don't want that to happen. We want you to be a well paid professional, and there was nothing wrong, and there was no shame in saying what you want to do is outside of my limits. If somebody comes to me and somebody wants me to code something, somebody wants me to write a piece of code, I'm right up front with them, and I go, I don't know how to write code. It's if it's, like, a one element on a page, I can maybe tell them I can try to use chat GPT, but it is not going to be top tier work, right? My expertise lies in copy. I lies in the native high level automations, and it lies basically in flow, right, customer flow. That is my expertise Lands instead of high level, and I let them know that. And that's what most people will come to me for. Now, after you've made the decision of, this is something that I can do, and you've told them that this is a job that I can do, no matter how pre sold they show up on your call, you still need to ask for the sale. And this is going to be the hardest part of the entire call. Okay? If you've never done a sales call before, if you've never asked for money before, this is going to be the scariest moment of the entire call. And I'm here to tell you it doesn't have to be. Because this is not somebody that you all of a sudden cold call. Now you got them on Zoom and they're saying, you know, how much time is this gonna take? This is somebody who's consumed your content, someone who's consumed your course, and now they reached out to you. They showed up. They're here voluntarily. So you don't have to be that good of a salesperson to close this. You just have to ask them, Hey, this is my price. Is that cool with you? Can we move forward? It's really all you're gonna have to do. Right? There has to be there has to be at some point, you have to ask them, Hey, do you want to move forward? Is it cool if we move forward? This is the price. And it can be just like that. But let me break down the process that I use to ask that question to move forward and so that I'll get a yes without much hesitation, not every single time, but most of the time. Okay, so this is actually going to be the framework that I use to ask for the sale. Now, it starts off with outlining the project. What you're going to want to do is you're going to outline the project, make sure all of what they want and what you can do, and then all of the KPIs you're going to track, just reiterate that all of that stuff is on the same page, and you understand exactly what they want you to build, and they understand that you know what the heck you're talking about. Once that's done, then you want to outline what's called I call your after sale your after sale policies. So for me, I'll tell people before I tell them the price. I'll tell people that I'll go in, I'll build it. And then after I build this, I'll stand by it for 30 days. And if anything breaks, we can make revisions along the way. So in that 30 day period. So you're never going to get everyone right all the time. But if people know that for 30 days in their business, if something's not showing right or something's not working right, even after they've paid, they can reach out to you and you'll make that right. Think of it like offering a warranty on your work. It's kind of the way that I want to it's kind of the way that I frame it. It's almost like a warranty. So you buy a car, for the first three years, 36,000 miles. If something breaks, the manufacturer is going to stand behind it, and they're going to fix it at no charge. That's what I do. I do a 30 day basically warranty on my own high level buildw. Next thing, you want to explain your timeline. So this is very, very important. If you know that a build is going to take a month, there's no shame in telling the customer this is going to take 30 days. Don't the worst thing you can do is to underestimate a build timeline, and then have a customer going, Are you done yet? Are you done yet? I'd almost rather have you say, if you know something's going to take a month, tell them, Hey, this is going to take 45 days, but I'm confident I'll do it less than that. But I think it's going to take 45. Cut it fat, give the person extra time. So that way, if you finish early, you look like a hero. So outline the project, outline the after sale, explain the timeline, and then you quote your price. So now what you've done is you've actually said, Hey, this is where you want to go. I can get you there. This is what's going to happen in the event that there's a hiccup, and this is how long it's going to take. And then you'll go ahead and you'll quote your price after you've done all that stuff. And for me, typically when I quote my price, I'll quote my payment terms along with the price. So I'll say something like, Here's the job. Here's the after sale. Here's the timeline. That's going to be a $5,000 job. Typically, what I do is I'll take $1,500 upfront or I'll take half upfront, right, depending upon how I felt the client out. I'll take half upfront, and then I'll take half upon completion. So what this does is this actually splits the risk. So if you pay and I disappear, you're only out half, and if I do the work and you disappear, I'm only out half. And usually what that'll do is that kind of lowers the temperature, lowers the tension. Okay, fine. That's cool. So it's no longer about the $5,000. It's now about splitting the payment between half now and half on delivery that kind of mentally moves their mind away from the dollars. And also, mentally, it brings their, you know, the today price. What I have to come up with today is no longer 5,000. It's only 2,500. And once you go ahead, do the half and half, I have most people go, That's fair. I can live with that. Let's do it. So again, outline your project, make sure they understand that you understand what they need and that you can do it. Outline your after sale kind of warranty policy. After you make that last payment, I'll stand by it for 30 days in case something goes wrong. This is going to remove risk from them. And then explain your timeline and be reasonable, say, Hey, look, this is going to take 30 days most likely to complete, but I will be in touch with you along the way. And then quote your price. This is a $5,000 job. I'll usually take half upfront and half upon delivery. This way it splits the risk between the two of us. If you pay me and I disappear, you're only out half. And if I do the work and you disappear, I'm only out half. And then you just wait. And then you just wait to see what they say. The next words out of their mouth are usually something to the effect. Okay, let's do it. Once that happens, we still have to close the sale. Alright, once the client says, it's imperative that we get things signed and get the deposit paid because money loves speed. So what I want you to do say your pleasantries, hop off the Zoom, explain to them that you're going to send them, explain to them that as soon as you get off the Zoom or as soon as you hang up the phone, you're going to get you're going to get a contract over for them to sign, and then there will be more instructions to get them added to your high level you added to their high level account, and there's also going to be invoice to follow. So I tell them, Alright, cool. Let's do this. As soon as we hang up, I'll get a contract together. I'll get it sent over. Once that comes signed and you pay the first invoice, we can then get to work. What I do after that is as soon as I close out the Zoom, before I get up out of my chair, I open up the contract contact record and fill out the project and contract specifics in that field before I get up and I make sure I send that contract and send that agreement before I get up. So at that point, it puts the ball on the record. Most people are going to pay that within a day or two, and once it gets paid, you're off to work. You're off to work delivering that whatever job it is that you sold. And with that said, I will see you in the next lesson. 26. Attracting & Closing Leads: The Intake Form: Hey, welcome back to the program. In this video, I'm going to talk about the intake form for your consulting calls and for your discovery calls, what I put on it and why so that you can have good discovery calls that lead into paying clients. So to start off here, we got we're in the form side here. I have this discovery call booking form that I've attached to your calendar if you use if you use my snapshot. There's a couple of things I want to make sure that I put on it without overwhelming without overwhelming the prospect. I want to add just a little bit of friction to weed out the tire kickers, but I also want to get some more information so that I know what I'm going to talk about. When they show up on that Zoom, so I'm not going to spend an hour on the Zoom with them. So on here, we have our basic full name, email and phone number, but I also have the organization here. The reason why I put the organization the company name on here is because if I have a prospect who does not have a business yet, I've had people leave this blank. Every single time this has been left, blankets somebody who does not have a business yet, and I know that they might not necessarily be qualified for a high dollar build. But that doesn't happen very often. Usually, what'll happen is I'll have a full name, phone, email, and I'll have a company name. And what that does, that allows me to Google the company. I can Google the company. I can go check out their website, see what they already have and then I can see now I can think and prepare on ways to improve it when we're sitting here on the discovery call. So everybody who I've talked to who's been qualified always fills out the organization. Everyone fills out the business name right up front on the intake call. And then the last thing here, the notes, I require the notes field get filled out, and I put it here is, what's the number one thing you want to accomplish during the meeting? So what this will do here, again, somebody who is unqualified generally will just put like one word here, or they'll put none or just like, you'll kind of know when this notes field gets filled out that the person is unqualified. But somebody who's qualified and somebody who knows exactly what they want, they're going to go ahead and they're going to fill this out, and they're going to put exactly what they want you to do in this notes field, and it allows you to better prepare. And having this field here has helped me make so many sales just because people are telling me what they want before they get in. So that way, when I hop on the call, I know what I'm going to be building, and I have a good sense of whether or not I can help them before we even hop on the Zoom. And as you can tell, it's a very simple form. I don't have a whole lot of things on here. I don't have socials. I want to keep the friction down, but I just want to make sure I add the organization and add the notes so that I can it almost acts as a qualifier as a filter to see the type of person that's going to be showing up to that particular call. So, this was a short video, but I want to make sure that you have this on your form because these things have helped me not waste my time giving away free calls. So with that said, I will see you in the next video. 27. Attracting & Closing Leads: My Contract Walkthrough: Hey, welcome back to the program. In this video, we're going to be going over my personal high level service work template agreement that I send to clients for service work. This way, you'll know what I included in my contract and what I included in my agreements. That way you can model it. Or if you sign up for high level using my affiliate link, I'll just send this over to you as part of the service provider snapshot. So we're in here inside High level, if you go to payments. If you have the snapshot, if you go from payments, come down here in a template. I've included this custom work agreement here. And once we click on it, you'll see the agreement. Now, I must preface this by saying, I am not a lawyer. I'm not your lawyer. This is not legal advice. This is just what I use, and it seems to have been working for me so far. So if you want to have a lawyer go ahead and write one for you or have a lawyer look this one over, be my guest, by no means, is this the one correct way? This is just what I have been using. I use Chat GPT to come up with this basic framework, and then I added things on my own, as I had experience with different clients, and some clients were really easygoing, and they actually gave me some feedback to help make this more friendly to everyone. So with that said, let's start at the very top of the agreement, the high level custom services agreement. Basically what we do up here is we establish the two parties, right, who's the service provider and who is the client. And you'll see that this uses custom values depending upon who the client is. So when I go and attach the client, it just pulls all their information in. I always have it marked with today's date. Using right now value. And then what I want to do, the first thing that I want to do inside of this agreement is I want to set up the scope of work, right? What am I contractually obligated to do? Because there will be clients who go in and they want you to do extra work that is not in the agreement, okay? We do not want to have that, right? Mission creep, scope creep, whatever it is that you want to call it is real, and this is going to help keep you and help you set boundaries with this is what we agreed to. What you're asking me is outside the agreement, I'll be happy to do it for an extra fee. Right? So rather than putting it all in the top here, what I did was basically I said everything here was outlined here in Appendix A, which Appendix A is on the second page, and this pulls from that scope of work pulls from that scope of work custom value, right, the statement of work custom value from the contact record. So when you outline that all on the contact record, when you go to make the contract, it'll pull it all in here. And this is what that looks like in the contact record. So under the GHLPject Info, you'll see the scope of work that's right here. This is where you're going to type out all the details of all the things you're going to do for the client. So it's going to pull from here and put it over here into the Appendix A. After that, we want to agree on a price of the services. So what I do here is the total cost will be project estimated cost, and that's also going to pull from here, right? The estimated cost, or it'll also pull, if you have it set up the total amount here on the contract itself. So that's what that's going to pull through there, right? The price of the services. And if you're doing a payment plan, you can actually outline the payment terms in the payment plan down below. But we're just talking about the total price of the services. So we're agreed on what we're going to do at what total price. Payment terms, you'll see this right see appendix. I put it down here on the appendix, and I want to be paid either ACH, wire, credit or debit card, right? I want to make sure that I make it flexible that they can hand me money. Coming down here into the appendix, so here's the payment terms. So generally, what this will do as I'll outline, it says, pay the initial deposit of this upon acceptance of the agreement with balance due on completion. So typically, what I'll try to do, I'll try to do half upfront and half on completion, and then I'll outline that here in the payment terms. And I generally adjust these for each client because most of my deals, they are negotiated one off, right, one at a time. I started half and half. Sometimes people want to make three payments. I think I did four payments once, but it was a really big contract. And there was a lot of milestones that had to get hit. I try not to do any more than three payments, but I generally try to start with two if I don't get paid upfront. So you're going to put that here inside the payment terms. So now we know what we're doing, how aren't we're doing it for, what the payment terms are. Now what we want to do is we want to set the expectations in terms of when delivery can be expected to be completed. So, right here, I said, the expected completion date is 45 days, 30 days after the initial payment is received, and that also pulls from where is it? Pulls from here, estimated days until completion, right? So this custom value here it pulls from here. And then the service provider will also make every reasonable effort to make this on time. I put this clause in here kind of as an out. So if I say it's going to be 30 days, and then the client doesn't send me any logins for 20 days, it's not happened, but it can, right? They can just not send you what you need. Well, that's not on me. When 30 days comes up and they go, How come you aren't done yet. So that's why I put this here. I tell them every reasonable effort to deliver by the date, subject to timely receipt of all necessary client materials, basically saying, if you don't send me what I need, you don't send me logins, you don't send me assets. And if I can't work, basically, if I can't get it done by the deadline, that's not on me. And also any delays will be fully communicated to the client along the way. So if I'm running into something that becomes a support issue where I'm sending a ticket into high level, I'm going to let them know that, and I also put that here in the agreement that if there's any delays, I'll let you know. Now, limitation of liability. This is probably where you most want to get a lawyer involved to take a look at it, but I try to be as plain English as possible, saying the service provider, me, will not be liable for any website downtime loss of data or any damages that occur after delivery of the website. So I'm going to build them a website on high level. Once I deliver them that website, if the website goes down, it's not on me, right? It's on high level, right? I say, right here. I said, the services are simply taking place on top of the existing high level environment. So again, I deliver it to them, it's working ten days after I deliver them, all of a sudden their website goes down because high level went down. They can't come after me, because again it's a high level problem. It's not a me problem. All sensitive client data, logins, passwords will be deleted after work is complete and not retained. So I do ask that everybody remove me as a user on their high level account after we're done. Not everybody does so, but I have it here in the agreement that I asked you to delete all of my stuff. I'm not going to retain anything on my side, but some people will leave you on as a user on their side, which for me is wild, but it happens. I also recommend that everybody creates temporary passwords for all accounts that I need access to because I don't want people's real passwords. Make up a fake one that we're gonna use for this if you want to get me into your Google account. I don't want to be trusted. I don't want to be responsible for your real passwords. So I put this in here to say if someone gives me a real one, I can say, Look, I asked for a temporary one in the beginning. Same thing here. Service provider does not guarantee any specific results. So you are doing work for an agency, you're implementing what they want. You're not necessarily you're not giving them a framework that has promised to grow their sales. So I put this one here is that I don't guarantee any specific results, including website traffic or conversion rates. So again, I'll make suggestions along the way. But ultimately, everything's going to be built to the client spec. So this isn't like coaching Is isn't like this is a coaching framework that I know works and I'm implementing with them. This is something that the customer wants, and I'm building it for them. Intellectual property rights. Now, this one actually went back and forth with a couple of clients. So basically, all work that you produced for the service provider, this is going to be their IP, right? You're not creating your own IP for them. However, I had to add this one here that the service provider can create similar frameworks for their clients as well. Before I had that, if I basically had a simple opt in funnel, right? The client under that clause could say that, well, you can't build an opt in funnel for anybody else, which for me was like, no. So I'm going to build this for other people. So I just wanted to make sure I had that I can create similar famis for other client accounts as well. But it is, again, anything that I make any websites that I make for you are yours when we turn the keys over. Termination. This is something if I had to take I've only had to terminate one contract and it was actually the client that reached out to me and said, I can't complete this contract. Basically, seven days notice, they send me, let me know, Hey, I can't complete this, or I write to them, Hey, I can't complete this in seven days, and we kind of basically walk away from the contract. In the event of a termination, basically, client is responsible for proportional payment of all services. So typically in the situation where I had one cancel, they paid me half upfront. And I got about halfway done. And then they initiated they basically said, I can't complete this payment. I said, It's fine. You paid me half. I did about half. We called it quits, and I didn't collect the other half. Same thing here is that if they pay you all the way upfront, and this is just being a nice, you know, kind human. If they pay you all the way upfront, or they pay you way more than half upfront, you get into this and you're like, I can't do this, and you've only done 10%? Well, you're going to refund whatever proportion that you didn't use. So again, let's say that they paid you for all of it. You only did half and you said, I can't do this anymore, you're still responsible to refund your half that you didn't complete. So again, is part of being a good human part of protecting your reputation in the space. So I put this in here also to spread risk between both parties. And then also here, any disputes will be settled informally. However, neither party's compensation will exceed the contracted amount. So we can't go suing people back and forth. So you can't sue people for punitive amounts. Basically, look, we have the agreement here, if for whatever reason, basically, either one of us, either you'll be contracted to pay me the whole amount if I feel that whatever, or I'll be my liability is the whole amount of the contract. I don't want someone all of a sudden saying, Oh, by the way, your thing cost me $100,000 in business. I'm suing you for $100,000. So that's why I put that in there. In that kind of same heading, this agreement constitutes the entire agreement, so there's no side deals that need to be signed. Everything that we talked about is on this one agreement. Also, any modifications must be in writing and signed by both parties, so you can't unilaterally change the deal. And then I have this one here governed by the state of the laws of the state that I'm in. I'm in Pennsylvania, so the state laws are in Pennsylvania. That's just how that works. I read Chat GPT told me I had to have that in there. I put it in there, but again, I'm no lawyer. And then I just have the signatures down here at the bottom. I've got my signature, which I usually sign first. I've always signed everything first and then give it to the client to sign. And they kind of sign down here, and then coming down is the appendix that we had. Now, because this is behind the signature, I make sure to include initials on the bottom of every single page. This isn't a thing that I learned from the car business that you want to have initials on every page, which basically can hold up in court, and it says, the individual who signed the first page has seen every other page. That's why I have that there. So make sure you've got your initials and their initials on the bottom of the appendix or any other pages you add. And then in addition to the signature here on the actual, simple agreement itself. Down here, again, in terms of payment terms, I just have service work, adjust your price for your first deposit, 1,500, $2,500, whatever it is. I have this one here set in the payments, so I enable direct payment. So what happens is when they sign this, it takes them to a payment screen where they can pay it right away, which I've covered in a previous video. But that's all I wanted to do for this one. I wanted to walk you through my agreement, why the stuff is there. And if you want to modify it, use it, steal it, do whatever you want to do. I'll see you in the next video. 28. Attracting & Closing Leads: Setting Payment Terms: Hey, welcome back to the program. In this lesson, I want to talk about the payment structure for your hire ticket bills and how to make them equitable for both parties, but also make sure that you get paid what you're worth. So I first want to start this lesson out by saying that you should try to get paid in full whenever you can. Paid in full clients are great. Those are the ones that are going to trust you to do the although in the beginning, you probably will not be able to get a whole lot of paid in fulls. So what you'll have to do is you'll have to do some basic payment plans in the beginning and not so much that the people don't have the money. It's because you generally haven't earned the trust of the market yet that you're going to deliver. So here's generally what I would do. So let's kind of go in, talk about some payment structures and how they work and how they spread the risk around between you and you and your client. So the first thing, obviously, what we would like to do would be to get paid in full on a $5,000 build. And we'll call that one there paid in full. But again, this generally does not happen in the beginning. So instead, what we'd like to do is we'll kind of spread the risk, the first shot that I'll take during a negotiation when I go through and I ask for the sale. I'll tell a client that I'll say, Hey, this looks like a $5,000 build, and generally what I do is I'll collect half upfront and then half on delivery. And so this spreads the risk between both parties. And I tell them I don't tell them that I'll do half and half because I don't think you have the money, although a lot of people, fair amount of people might come through and not have the full five grand upfront, which is fine, right? Someone's going to hire you and they want to pay you, that's fine. Generally, what I'll do is I'll go into here and I'll ask for $2,500 upfront, and then on completion, another 2,500. And again, this will spread the risk so that if the person pays you and you disappear, which you're not because you're a professional, it protects them. Basically, it takes their risk in half. So they're still holding on to half the money in the event that you disappear. But also, you're protecting yourself because you're getting half upfront instead of saying, Oh, just pay me on delivery, and then you complete the whole thing, and all of a sudden they ghost you. So that's the other side of that coin that you want to protect yourself from people trying to get free work. Do not, do not do not do work for what I call zero down. Make sure that somebody pays at least something upfront. And if you're going to do a payment plan, don't backload all of the payments. There probably the longest payment structure that I'm going to do is going to be milestone based during the job, right? You don't ever want to complete a job with more than 30% of your balance due. So generally, this is what I would do if someone said no to the 25 and 2,500, right, half and half. So generally, the next step that I would do, and again, this is as many payments as I would make, I would go for $1,500 upfront, and then along the way at probably the midway point, right the halfway point, I would ask for another 2000 and then come down and finish off with another 1,500. That's the biggest payment plant that I would do. And this would be, I mean, 50% ish. Right? 50% ish completed of the job. So if we were building, let's say, a full SAS build, right, we're setting up their high level agency, we're setting up their company sub account, and we're setting up their customer snapshot, I would ask for that $2,000. I would ask for that money after I completed the agency and the company's sub account. I would make sure that I got paid the 2000 before I started the customer snapshot itself, right? I would ask for the final 1,500 after everything was signed off on, and that customer snapshot was completed. So that's generally how we're going to do. So this would be, again, 0%, 0%, and this is going to be 100% of the job completed. And that's just about it. This is going to be a short video. This is how I do my payment structures. People are very receptive to it. I do the bulk of mine, the bulk of mine are this half and half, but if I have to, if the person is either short on cash or they want to see more of a they want to see more of a payment structure, I'll go to the 1,500, 21,500 on completed. So hope that helps, and I will see you in the next video. 29. Attracting & Closing Leads: How To Make Contracts in GHL: Hey, welcome back to the program. In this video, I'm going to show you how to create your very own documents and contracts inside of high level with the help of Chat GPT, to create your own invoice and to create your own custom work agreement for your clients if you don't want to use mine. So the process that I did to create mine, though, is I started over here at Chat GPT, and I basically asked it. You started off with this prompt. I said, I need a plain language contract for doing custom website work in the O high level ecosystem. I'd like to protect myself from liability while not making it one sided in my favor. What do you need for me to generate such a thing? Now, I don't remember where I first saw this, but asking Chat on your first prompt, what else do you need for me to do this? It's absolute gold. Because Chat will now tell you things that you need. And you'll probably and you'll probably recognize if you've watched my contract video, a lot of this is a lot of this is the same. What we'll do is we'll kind of go through this one here, parties involved, your business name, how the client wants to be referred, client customer, scope of work, what will happen. Generally, what services you'll provide. I basically I just use the appendix so that I can put that in the customer record. Payment terms, revisions and changes. Essentially, what we're going to do is I'm going to answer some of these here off camera, and then I'll come back and we'll see what hat GPD spits out, and then we'll go ahead. We'll build it inside of high level. All right, so what I've done is I've actually spent a couple minutes. I think it was about five to 10 minutes answering some of these questions in terms of the parties involved. What I did here is I put my business here is Do Bevo, and I would like the client to be referred to as a client instead of a customer. I told him, I'll provide the services that are listed in a separate appendix, because, again, we want to list everything out. It's going to be different for every type job. The payment terms will be based on a total project price with an upfront deposit of 50%. And again, we can always make this a variable later. The balance will be paid upon completion. I'm going to include unlimited revisions for 30 days after completion until the project is working as expected. I know I kind of open myself up here for a lot of unpaid work, but if you are a professional and you know and you understand what the client's looking for, they'll be happy that you stand behind your work for 30 days. And if you know what you're doing, you're probably going to get it right the first time. Five, the client client will need to provide all their login details, but I'm also going to say I'm also going to make the recommendation that they send me temporary stuff, right? I'm not going to retain any of anything that they give me. I'll make sure to complete my projects in 30 days from the initial deposit. And if there's any delays, I will let the client know, and I'll make every effort to complete it. Number seven here when we're talking about the ownership and intellectual property, I'll transfer full rights to the client, but reserve the right to build something similar for future clients, right? There's no non compete clauses in this agreement. I'll not liable for downtime because, again, it's all taking on place on top of high level. And then either party can cancel with seven days written notice. If we cancel this, the refund will be proportional to the amount of work completed. And then, again, we'll start to settle these disputes informally, but move to small claims court. And I'm also telling Chat that there's no NDA needed, but also force a force majeure clause. Put one in there as well. So what I'm going to do now is I'm going to tell Chat this is what they need. Now what it's going to do, it's going to actually write this and give me something I can now copy into high level. And again, if you want to have a lawyer take a look at this, great. I haven't I haven't needed it yet. We're gonna let Chat do its thing and come back when hat's done. Alright, so hat's gone ahead and done its thing. And what we're going to do now for the sake of this video, I want to show you kind of how it works. And this is this is not a law document video. I'm going to go ahead. I'm gonna copy everything here from Chat. It gives you those little signature lines. We're going to copy it. Now we're going to come here into our documents and templates, and we're going to create a new template. So we've got template. We can hit New, we're going to say new template. Now we are going to do I call it high level custom work agreement. And now what we're going to do is we're going to paste as plain text. But first, we have to add a text element in here. So, you got to add a text element. I get rid of all that, and now I come in here and I paste as plain text. If you paste regular paste, sometimes you get the chat GPT kind of gray background on there. So generally, what I'll do is paste this plain text, but in this case, it did not happen. So what I will do here, I'm going to go ahead and I'm going to save this. Now what I'm going to do here to create my contract is I'm going to start scrubbing this contract with certain fields that were basically scrub these fields and put them as custom values for the client. So, for instance, client over here is going to be will go, I just remember this here. It's going to be contact dot NAM. We're going to basically just take the high level custom field, put that one there, and now it's going to pull the client's name there as well. Between me, developer, actually I don't like the term developer because I'm not a developer. I do service provider. I do service provider there. So it's agreement between service provider and client services listed in Appendix A, and I will say something like next page, A work beyond the scope of Appendix A requires a separate agreement. Fine. Payment terms, total project price will be agreed upon before work begins. I will say total project price is and then I'll go and I'll make that custom value there. I think I put it is we'll go into here. Where is up here. Custom values. Come up here into custom values, you go to contact, on the bottom here, I have custom fields. Oh, 'cause I'm in a sandbox account. I don't actually have it. So what you'll do is you'll basically go up here, you'll go up here into your contact, and you'll go to your custom fields on the bottom, and then you will see something in here that says contract or you might have to make the custom field, but if you want to make a custom field for your contract, you'll do it, and you'll basically just go into there and say, let's just go contact type. You want to do is you want to put your custom field right there. 50% deposit is required before work starts and basically go through this, make sure something is here. But, for instance, 30 days, I'll scrub this and I'll go and I'll put another one of those custom values. So anything that you see on this particular agreement, that can be a variable from deal to deal. Go ahead and make a custom value for it. Make a custom field so that you can tweak that customer to customer without having to tweak and create a whole new agreement. That's kind of what I want you to get from this video. Go make your thing over and chat, bring it in here, and then anywhere that you see something that could vary from customer to customer, make it a custom field. So this will generate and you can send it from customer to customer, and again, you don't have to create a new template every single time. That high level does have that capability, which is awesome. Coming down here into signature is I can come over here. We can go add an element. We can add the signature over here. I generally just don't like how small this is. So I'll just use a couple of enters there. Oh, let's come up here. I'm gonna bring a signature there. And then you can also use this and make them smaller if you want. So you can bring that one down there. Put that one there, and I'll just copy the signature, bring it down here for the client. And then same thing with the date. So for dates, what I'll do here, I'll bring the date into there. Date down there, date down here. And you'll see over here. And you'll see right now once you get it all in, it's all the contacts. So what you're going to do is you're going to select the one for you and you have to make sure that you to be signed by you. I'll make it a different color, or else it'll it'll make the contact sign twice. So it goes in there filled by you. So now you've got signature, you've got date of yours, and then on the next page with the agreement, you can make another initial. So what we want to do is we want to basically add a page and then come over to here. Again, we had Appendix A. And then what I'll do, if you see the other video where I have my template in there, I'll add something here that's like contact, scope of work. I walk you through it in another video, but I put that there so I can write this big long write this big long, not so much a dissertation, but a big long list of all the work that I'm going to do, and it'll outline it here on the contract without making this up here, number one, a mile long. So I put my appendix A of what my scope of work is going to be. So that's there. And since I put an extra page, I want to make sure that I have initials on every single page. So I'll go here into initials. I make sure I have two initials fields, one for me, one for the customer. So I come over there. That's me. We're going to go ahead. We're going to save. And generally good practice, you want to have any additional page, you want to have that initialed by the client, as well. Now, when it comes to payment to enable the payment settings, what you want to do is enable direct payment over here, but you need to make you need to add a payment element here so that when they go to sign it, it brings them to a payment. So what we're going to do here is going to add an element here that is product list. Add the product list in here. And then what you're going to do is you're going to add an item, and you're going to add a product. And since this is a sandbox account, there's going to be no products here. So what I can do is I can add a new item, and I can say high level work or custom work or something like that, right? Whatever you want to call, what you do. Custom work. There we go. And now the product type, this is going to be a service. And I will say initial deposit of $2,500. And actually, we'll save this for later use. Now we can say, custom work inside your GHL account. Add new item. So now what we have here is we've got description. We've got our title. We've got this. They know what they're going to be here on the initial deposit. They know everything that's going to be there. They've got the appendix of what the scope of work is, and they've also initialed it here as well. When that's over here, we can basically go ahead and hit Save. And now we have a template of a contract we can use now with people, we can use this in automations. We can use this for work. And it's going to make it really, really easy that we can go ahead and send this out. So hope you enjoyed this video. I showed you the process. This is the process that I use to create my custom work agreement, if you want to make a different one. That's how you're going to do if there's terms that you want to include inside your process. So, I will see you in the next video. 30. Attracting & Closing Leads: Getting Leads From YouTube: Hey, welcome back to the program. In this video, I'm going to touch on some YouTube basics and kind of the YouTube basic strategy so you can start using YouTube to attract clients for your service business. Now, let me get started by saying, at the end of this video, this is not going to be a full YouTube tutorial. I could do a whole another course on YouTube, an entire workshop. In fact, at the end of this lesson, I'll actually link to another workshop that I have for. But you're going to leave here with my strategy that creates daily organic lead flow from YouTube and kind of understand the big picture, which creates success for me on YouTube. This is going to be a tops of the waves presentation, but again, there's going to link something at the end that goes really deep on all of this if you really want to go dive all in on YouTube. First off, why YouTube? I do YouTube because I get 3-10 leads every single day completely organically from YouTube. This is actually my lead flow graph for the second half of 2024. And from these leads here I can directly attribute over $50,000 in sales, and it has increased my brand equity more than anything. A lot of people in the high level world know who I am because of YouTube. In fact, Frank Kern knows who I am because of YouTube. In fact, Frank Kern knows who I am because of YouTube. Back in May of 2024, at the Mastermind, the Advanced Mastermind, Frank was the keynote speaker. And he gave a really, really good speech. And I went up to introduce myself to him after the bar at the bar afterwards, and basically say that his keynote speech was basically essentially what I was experiencing, and I wanted to thank him for that. And before I was able to introduce myself, he stops me and goes, Hey, I know you. I watch your YouTube videos. Hey, Dom, knew my name, everything, and I was like, Okay. That was a recalibration moment for me that YouTube is the way to go. And the eyes that are on YouTube are very, very qualified. Basically, Frank explained to me that he watches a lot of YouTube content on high level to see what's being put out there, saw my stuff, and thought my stuff was good. So I'm on his radar because of YouTube. Again, why YouTube. I like YouTube because the content it's harder to put content out on YouTube than it is short form like TikTok or Instagram Reels. Because it's harder, there's less people doing it, and there's even less people doing it well. So if you can crack the nut to create quality YouTube content, you're going to have probably a tenth of the competition as you would if you're putting content out there on something like TikTok or something like Instagram Reels. The other thing about YouTube was that it's steady traffic. You saw that lead graph. It's every single day. Leads come in, and usually that was only on about 20 or so videos. So one video can spit off leads for years. And again, I've had over 200 plus days of getting at least one video or one lead per day. So it's been steady, consistent traffic to my offers. And it's also qualified traffic. I mean, obviously, Frank Kern's watching, but Frank Kern's not my customer. Although as a service provider, maybe he might be. YouTube is by far my highest converting traffic source across everything. The people who are watching YouTube are qualified. They've got money to spend. They've got problems that they want to solve. And they're already kind of in that DIY education. How do I solve this problem mindset? And if they come across somebody, they have more time they have more money than they have time. They might find the right video and find the right person to hire, and that person might be you. Now, when I create a YouTube video to get the maximum reach on my YouTube video so that it generates the most amount of leads, I have a couple of goals, and they're really, really simple goals. Number one, I want people to go ahead. I want people to click on my video, okay? If people don't click on your video on YouTube, they're not gonna watch it. It's not like TikTok. It's not like Instagram where they're just scrolling through a feed. I mean, YouTube has shorts, but the majority of my leads come from my long videos. And those ones don't automatically play. So we want to get people to click. Number two, I want to get them to watch at least 50% of the video. Now, as much as I would love to have somebody watch 100% of my video, it just doesn't happen that often. And generally, if you have, you'll see I'll dive it in my stats here in a second. But if you can get somebody to watch 50% on average, your video is going to fly and you're going to get a ton of reach. And now, number three, this is arguably the most important goal of a video is that I want them to watch a second video of mine. It's really nice to get views on the first, but my biggest goal here is to get them to watch the second, and in a few minutes, I'll show you why that is. And then finally, SEO, right? SEO is a backseat consideration for me. You shouldn't really put too much emphasis on SEO, other than making sure that YouTube will know what your video is about, because it's actually not where the bulk of my views come from. And if you're optimizing for SEO, you're putting 100% of your effort into YouTube SEO, you're leaving a lot of other views on the table. So, top into here. Let's go through these. Number one, get them to click. Like I said before. If they don't click the video, they can't watch the video. You could have the best video in the world. If they don't click, they're not going to watch. What? What is going to affect the click or basically the click through rate? If you see this over here, this is my click through rate here at 5.9% over the past year. The biggest levers on increasing this and driving this is going to be your video thumbnail and your title. We'll go over a little bit more later in the video, but your thumbnail and your title are going to be the biggest driver of what drives this number up here. And let me leave you here with a good benchmark. So video CTR over six is good. I'm just below that, but I'm kind of in the ballpark where I'm good. If you can get over 10% on a video, that's great. You should not try to optimize that video CTR anymore. You don't want to be tracing 20, 30, 40%. You'll never get there. Again, anything over six is, I consider a good passable video, but over ten is a really good performing video in terms of click through rate. As you come over here, you'll see these are some of my better ones. I actually took all of my videos, sorted them by click through rate. My average is 5.8, and then you'll see my top ones are 13.7, 13.3. Now, number two, get them to watch 50%. So what I've done here is I've actually sorted all of my videos here by views, right, over the past year. And why? Because like short form video, high watch percentage indicates quality. So if you've been on Instagram reels or you've been on TikTok, people are talking about make a seven second video with a lot of text. So by the time they read all the text, the videos looped and you get that high watch time, and it gets pushed. Same concept, but you can't do it with 7 seconds on YouTube. You have to hook people's attention for multiple minutes. As you'll see here, my average view duration is 5 minutes, but my most watched video is 6 minutes, 5 minutes, 6 minutes. And the percentages of those videos are about 30%, with this one being 54%. So you want to get people to watch. The goal is 50. But I say, as a goal, you want to get there to kind of 30. But the biggest lever on this is going to be the hook and your pacing. So if you can hook somebody, make a promise in the beginning of the video that you're going to fulfill on throughout the video, you're basically hooking them to watch the whole thing. You're giving them a reason. And then the pacing, you want to keep your pacing up high enough to where they're interested. If you drag too slowly, you'll lose people's attention and they'll go. But if you're too hyper ADHD, they're not going to be able to handle you and they're going to click and find it to somebody else. So you want to keep your pacing, you want to keep your energy up but not too up in the video. Again, this is something that's going to come with time and just getting reps in. But hook and pacing is what's going to what's going to pull optimize your watch time. Now, benchmark. Again, I said, 30% completion at least, right? As a bare minimum, you'll see I'm kind of in that 30% on most of these. 50% is ideal. If you can hook somebody, if you can have average person watch 60% of your video, you're like Mr. Beast level up there. That's going to be phenomenal. So again, 30, 50 and 60 should be the benchmarks that you're kind of looking at. Number three, get them to watch two videos. Now, I talk about this now, too, right? Why? Because two videos increases your session time. There's a stat that YouTube tracks that unfortunately they don't make public to the creators, but it's called their session time. And that is basically time spent on your channel. So if I have two or three or four videos out there, let's say I have two videos on my channel. Somebody comes and they spend 5 minutes on Video one, and they spend 5 minutes on Video two. That would mean that they had a ten minute session time on my channel. Now, we want to have session time as high as possible. That's going to tell the YouTube algorithm that this person's interested in my videos. So then more of my videos are going to get served to that person. You've probably seen the same thing if you go and bingja Creator's videos on short form, and then for, like, the next two days, all you see is that person's videos. It's the same thing. Now, the biggest levers on this to increase your session time are going to be your end cards and your linked videos. I'll show examples of these later on the presentation. But basically, whenever you hear a creator, go, Oh, go, by the way, check out this video, or, Hey, there's a video over here, go check it out. They're trying to increase their session time. Now, unfortunately, again, like I said, this is not public to creators. You don't know what your average session time is, but YouTube has confirmed that they track it. So again, you really just want to want to input those end cards and those links whenever you can to get to encourage people to watch a second video on the channel. So you can link them in your description, link them in the end screen, link them in the little cards that show up in the corner, right, wherever it is. Now, I said before that SEO is a backseat consideration. Here's why. These are my views over the last 365 days, and you'll see that YouTube search is only 29% of it. That means that what 71% of my views come from outside of search. So why would I put 100% of my energy into only a third of the views? Now, to optimize a video, the biggest levers of this are your title, your tags, and your description, right? So YouTube's going to look at those three spots to determine what a videos about and how it wants to index it in its search algorithm. And again, just kind of know what that video is about. Now, as a benchmark to see whether or not I've done SEO right, seeing the video gets some search views. If I see that on the video traffic sources and I see it come from search, that just means that I have the video indexed right. So again, there's not a whole lot of consideration here done on SEO. Now, why does this work, right? Why does YouTube and why does basically pushing SEO to the side work? Number one, we've got the TikTok ification of everything, right? Tik Tok back in 2020, really kind of shifted the whole social algorithm on its head when they went with the interest graph rather than the social graph. So pre Tik Tok, it was who you knew. Your videos went to your subscribers. They went to your friends. They went to people who follow you. And that was kind of it, right? Tik Tok came on and they said, Hey, we don't care if anyone follows this person. If they're interested in this topic, we're going to show it to them. And that's kind of and all the other platforms have followed suit, YouTube being no exception. And again, if you look at my homepage versus my search fuss, 71% of my views come from other than search views. So I don't get discouraged when I go find a popular topic, find a popular term, and see that it's ten channels with 1 million followers taking up all the spots. I know I'm never going to rank for that, but in that topic, I'll get recommended. I'll get suggested. We'll talk about that in a second. Proof of this is I actually had a YouTube workshop a few months back, and I asked everybody how they found me. And I asked everybody, Okay, who here searched my name or searched for one of my videos, and they came across me on YouTube, and not a single person raised their hand. I was suggested to everybody by the algorithm. So at that point, I just, you know, at that point, I kind of shifted everybody's thinking onto how they found me. And again, no one searched for me. So SEO is good, but it's not the number one consideration when making a YouTube video. Okay, here's where the 71% comes from. I've got these three spots. Number one is your homepage. So this was my home page when I went and logged in. I only at this point, when I took this snapshot, I was only subscribed to Vin Wiki, and I was only subscribed to Alex Homose. All of Attorney Tom Business Royds. That's an ad. Bellular news and Mario, I were not I was not subscribed to any of these channels, but YouTube saw that I was interested in some of those topics, so that it basically just recommended those videos from people who I was not subscribed to. This is where a lot of my views come from. People who are not subscribed, then I show up on this page. Now, suggested Okay, suggested is going to be the videos here on the right side. So as I'm watching one of Alex's videos over here, here other John Coogan, not subscribe to him. Okay? I am subscribed to Alex. I am subscribe to Doug and I am subscribed to Alex. But you'll see you do get shots here at Extra, new discovery here. So this is also where my views will come from on suggested. But this is also a powerful spot. I'll show you later on in the lesson. Up next, at the end of videos, little you've got these little end cards that are here. This is another part of where a lot of my views are going to come from on that up next. So this is actually a breakdown of how my views come from. So, as you'll see, Browse features, that is the home page. That's that first page I showed you. That's where most of my views came from. Then followed by search, then followed by suggested. And then we've got other YouTube features all kind of down the bottom here on the end screens as the up next. But Browse and suggested are the top ones. This is where the bulk of your views are going to come from. However, up next is what is going to make the sales. So what I've done here is I've sorted by views, and you'll see here sorted by views. This is where they come from. Now if I sort by average view duration, right, average view duration being people who are most engaged with my content, right? They're further down that marketing funnel. They're closer to being able to buy. Look where it all comes from. It comes from end screens. It comes from suggested videos. It comes from playlists, right? Search isn't even on there. Even somebody who literally searched the term that my video was about is not as engaged as when someone gets suggested that second video. And you'll see my average view duration is 5 minutes. These ones here are 7.5 minutes, right? Almost 2 minutes more than the first video they watch of me because they're used to me, they're comfortable with my style, and they're gonna watch that second video. And this is where a lot of my this is where a lot of my sales come from. Now, here's how to get on those screens. Number one, make videos on relevant and popular topics, regardless of search competition. Now, I say this because I see a lot of newer YouTube creators kind of come in. They look to see, they look for a search term. They see that it's kind of populated with a bunch of big channels, and they go, I'm not going to rank for that. I'm not going to make the video. So what happens is they end they end up going after some really obscure search term that gets like 50 searches a month that's really not related to anything that they sell, and they're just making these kind of off the beaten path obscure videos just because they think that they can rank for them. So you end up making hundreds of videos and only getting a small amount of subscribers, small amount of views, and a small amount of sales. Instead, what we want to do is we just want to jump into the popular topics, jump into the conversation because, again, you'll get recommended on the homepage, even even though you're not ranking for the actual search term itself. Again, SEO is only so that you get indexed correctly. So if somebody's been watching a lot of videos on how to grow a YouTube channel, you're probably as a new channel, never going to rank for that. But if you say how to grow a YouTube channel and someone's been searching that before and watching consuming content, YouTube's going to serve your video to them the next time that they log in. And if you have a good thumbnail and title, you're gonna get clicked. Once we pop up, right? Once we pop up, it's all about getting the thumbnail and title to get clicked. This is my most popular, my most successful to date thumbnail and title combination. This was at 13.7 CTR. Um, my thumbnail here, I make my O face. It works. If you go to my channel, you probably see I use this face in most of my thumbs because it just always performs. I don't think I've gotten less than an 8% CTR when I use this style of thumb. So I'm just going to keep using it. I also in the thumbnail, I show the result that the person wants. So how I got approved for Amazon Influencer in seven days, I have a screenshot of the dashboard of when they get approved. So this is the result they want. This is what they want to see on their screen. Also, my face. I'm always looking at the camera, right? People want to see a human connection with the camera, so you want to make sure that you're always looking at the camera in your thumbs. And then perspective, kind of having, like, the hand up front with my face in the back generally always works, whether I'm holding up a phone, I'm holding up a dashboard, having something or if I'm in the foreground with something behind me, that'll work, too. Now, title, how I versus H two. By me saying how I got approved for Amazon Influencer in seven days, I'm making the claim that I did it. If I'm saying how to get approved, it's saying it doesn't necessarily imply that I did it. So, especially in the education space, it's going to, uh People want to see how I more than how two because it implies that the person making the content has actually done the thing that they are teaching the audience. It's a small little nuance change, but it carries a lot more weight. And then also, I use these little parentheses to knock down common objections. At the time I made this video, there was there was a popular method of getting approved by buying old Instagram accounts, which no longer works. So I would say this. I said free method because buying an account costs money. So what I was doing is I was knocking down an objection with my title there. Now, once they click, right? So we've popped up. We've got them to click. Now the clock is going to start. We want to get them to watch 50%. First thing that we want to do is we want to confirm the thumbnail. So this is the first, like 5 seconds of that video. This video is gonna show you exactly how to get approved for the Amazon Influencer program and also show you how to get that elusive onsite approve. So if you saw that there, it's actually showing them how to get approved. The first sentence out of my mouth was this video is going to show you how to get approved. So the title said how to get approved. My first sentence said how to get approved. They're like, Alright, I clicked on the right video. So I've confirmed the thumbnail in the first, like, 5 seconds. If you're doing something like a software review or something like a high level build video, if you open the first frame inside of the software, so this is a webinar jam review that I did. This is the first frame. If you show the inside dashboard, people are going to watch longer because they know that you're not just going to talk about it as a talking head, you're going to go in dive into the weeds and kind of show them how to do something. So that's a very popular thing as well. Again, if you're doing a software review or like a how to really technical how to, showing inside, like, the first second, showing the actual software itself will work. And if you do this right, this is what that looks like. So this is actually that successful video. We've got 65% of people staying through the first 30 seconds, and then I retain them for most of the video with this nice big tabletop. And you'll see my average view percentage up here at 54.3. So this was a really good video. This video flew. And this is what you kind of want your retention graph to look like. If you're making videos and you're having people drop off and then they're retaining through the bottom, like mine were, that's a really good indication that you're teaching right and you're keeping people through. You just have to work on your hook a little bit, which was me. I had really big Ls people were dropping off in 30 seconds but then staying. So change up my hooks, and now I got graphs like this. Once they've watched your first video, you want to get them to watch a second video. So you'll see, I call this killing the Island, right? So you never want to post just one outlier on a topic. And visually, this is what that looks like. So, let's say that you make business videos, you make high level videos, right? You make more business videos, and then all of a sudden you're kind of feeling bored with making business videos. So you go ahead and you make a fitness video. Well, This video is always going to flop because there's nothing for YouTube basically to recommend behind it. So they're not going to show it to a whole lot of people. So instead, if you wanted to make a fitness video on your channel, make sure you make three or four different fitness videos and kind of make a cluster. So now YouTube can recommend and suggest all of these videos behind each other and get you more views, and then it'll actually push out that'll push out the whole cluster together. How I figured this one out was with my video, my first video on high level. So you've probably seen this video on my channel. For the first 29 days, it did nothing. I think I got 100 views in 29 days. But in that 29 days, I put two more high level videos out, and then all of a sudden they got picked up and they started and they basically started collecting views. All three of them kind of rose at the same time. So if you're going to have if you're going to have kind of an off topic right up to this point on the channel, I had not made any high level content. It was more like affiliate marketing, kind of Amazon influencer stuff. It was not high level. So it wasn't until the second or third high level video that all my stuff started popping. So this is going to be this is key. And you'll probably see this in your graph, as well. Now, you want to get people to click between videos manually, right? So you're on here. Always they're not always going to get to the up next at the very end screen, right? Only about a third of people are going to see that. So in the middle, we want to get people to watch more videos. Number one is the video end cards. You'll see my video, I'll play this here in a second. Hope this has been valuable, and I hope to see you in the Mastermind. And if you want to see more high level training, I actually put videos up here in the corners or you can continue, and I will see you in the next video. So, as you'll see, I kind of point to the corners. I'm making an explicit call to action of the third of the people who make it to the end of the video. Hey, click one of these two. Go watch more, go watch another one. So that's what I'm doing is I'm trying to get them to increase the session time by watching a second video. Now, in the middle, I also put these little mid video cards up. If you watch, I'll point to the corner, you'll see a card up here. If you haven't watched that, I'm going to put a card right up here in the corner. You can go ahead and watch that video when we're done. But typically, it's a friend. You'll see how I put this card right up here. Basically, what that does is I do that for a sidebar video, and this is also to keep up with pacing. So if you find yourself making a video, and there's going to be kind of a really long sidebar, right? You're talking about how to sell something online. You talk about, Oh, you're gonna need a sales funnel. And then you find yourself explaining what a sales funnel is for 20 minutes. That's going to kill the original intent of the video of how to sell something. And it's going to take you off on this tangent, it's going to kill the pacing. So what I would do is I would basically cut off that 20 minute sidebar, make a separate video on what a sales funnel is, and then link it in a card here. So for anybody who wants more context on a topic, you can kind of gloss over it in the first video and then follow up with a second with a little sidebar card. Now, because of this, right, because we're trying to push people between multiple videos, multiple videos watched in a session can make up for poor one video retention. I've had videos that have a 20% average watch, but they're like my fifth highest viewed videos. The reason why is that people are going from that video and they're clicking to a second one about halfway through or 25% of the way through. And that tells me that high session time is more valuable than high video watch time on a single video. And the reason being is that there are ads between the clicks. So if you're watching Video one and you click over to Video two, YouTube is going to show you an ad between Video one and Video two, which they make money on. So the more time that they can get you to watch different videos and click between videos, they can make more money because they serve more ads. And that's why, for me, getting somebody to watch two videos is the most important thing, because it puts my goals on the same side as YouTube. And again, that second video is also where most of the sales get made. Now, at this point, I've shown you all kind of the basic strategy. I want to show you how to go deeper. I've actually linked my full day YouTube workshop called the Perpetual Leads Machine. I've linked that down below where you'll see a complete step by step process on how to set up a brand new YouTube channel. How to find your video topics and how to shoot videos that spit off leads daily. Again, there's going to be a link right down below. Go check that one out. And with that said, I'll see you in the next lesson. 31. Attracting & Closing Leads: YouTube Video Topic Ideas: Hey, welcome back to the program. In this video, we're going to be talking about as we're going to be talking about different YouTube topics that you can make content on to help attract your ideal client for high level builds or even high level consulting work in your freelance service pro business. Now, I've used the whiteboard for this one here just because it's really a simple strategy that you're going to have to run over and over and in. Now, there's generally two big buckets that your content is going to fall into, and then you can kind of spread out from there. Number one, the first kind of bucket of content that you're going to make, it's going to be simple how to use GHL content, right? So these are tutorials of saying, Hey, my name is, I'm going to show you today how to use high level calendars, how to build a calendar in high level. That's actually the first place I would start. I would go here and then really get good in the calendars portion, because that is something that there's not a lot of content around, and they're always making updates. So there's a big content opportunity there with calendars. The other one there is going to be workflows. Because of just the sheer versatility of what you can do in a workflow, it's nearly unlimited. So showing people how to do cool stuff in workflows and kind of attach that to business scenarios will be a valuable piece of content to make for your ideal customer. Then the other kind of big area of high level where I see a big content deficiency where you're probably going to get views, and we are not going to have a whole lot of competition. So if you can do make content around the phone, how to hook up the phone, how toward how to forward phone calls from an existing business line to a high level line using things like the voice AI to set that stuff up. If you also want to do texting ATP approval, there's a lot of subtopics around the phones inside of high level that there's just not a whole lot of good content around, and there's even fewer service providers in that speciality kind of area of expertise. So calendars, workflows, and phones are probably the three big buckets I would start with. Everybody wants to do funnels. Everybody wants to do websites, and you'll just be in a C of everybody else. But if you kind of use calendars workflows on the phone, you'll be fishing in a smaller but deeper pond. Now, with this particular content, you're really just showing people how to use high level, not necessarily how to attach it to a business case. And that's going to be the second bucket that I want you to create content on, which is going to help the person watching it, make the leap between, Oh, here's how to use this software and click the buttons versus here's how to click the buttons, and here's how it's going to help me in my business. I need to get on the phone with this person and have them do this for me. So the next bucket that you're going to do is going to be how high level helps small businesses. So again, what you want to do now is you basically want to create a scenario. Basically what you want to do is you want to create a fictitious scenario with a fictitious client request, because if you're starting out, you don't necessarily you're not necessarily going to have client testimonials or client case studies just yet. That's one of the biggest things that I see in the high level community is people are starting and they go, Well, I don't have a case study. I don't have a testimonial to work from. But whether the person is real or not really is irrelevant if you show how high level or how you helped a specific situation. The only thing you can't do with a fictitious scenario is you can't say, we increase this person's business by 30%. But you can absolutely create a character and create a scenario and then show how high level would help that fictitious scenario. So that's basically what you're going to want to do. You want to outline outline the scenario, show how GHL was going to help show how GHLs going to help that particular scenario and then basically show and then show the work involved in fixing and helping out with that scenario. And to make this really easy, I'm actually going to give you a free gift along with this course. I'm going to have it linked down below. And that is my GHL scenario generator, Custom GPT. So what I've done here is I've actually trained it to generate a scenario in the form of a word problem for you to create YouTube videos and create fictitious case studies with not only is this going to help you make YouTube content, but if you want to go and get certified with the high level certification, the certified admin program, this is what your P B exam is going to be. High level is going to give you an example like this, and they're going to have you basically fix this scenario inside of an hour. And if you can do that, you're going to pass the exam. So if you want to get ready for the exam, run like three or four of these, and if you can do these inside of an hour, depending upon how complex they are, the one in the exam is fairly simple. But if you can do these inside of an hour or maybe an hour and a half, you're ready to take the exam. So this is how it works. Again, I have this link down below. You can open it up, I should open a new tab and you'll be able to click one of these buttons. Basically, the one here is you can click Build me a scenario for today, which is going to just create a scenario, pick an industry, or what you can do, as you can say, I want to work with a med spa. Click this here. So let's just see the simple one. You can come in here, click the button. It says, Build me a new scenario. And now what Chat's going to do, it's going to create a business scenario and then suggest how high level can help that particular business. It's going to give you an industry. So about 90 seconds later, this is actually what it's going to create. This is what you can do. This would make a really good YouTube video. So in this scenario, we've got let realty group, which is a midsized real estate agency struggling with follow ups and lead nurturing. Their agents generate a high number of inquiries through Zillo Facebook as and referrals, but many of those leads slip through the cracks due to slow responses and inconsistent follow up. Agency wants to automate lead engagement while keeping personal touch points. So that's a scenario, right? Somebody could very well come come onto your discovery call and say, Hey, I got all these leads coming from Zillo but I can't keep track of them all. So basically what's going to happen now is the agency owner wants to automate their lead follow ups across SMS email and voicemail drops, assign leads to agents based on location and price range, nurture cold leads over months to increase conversions, improve response time to under 5 minutes, and then track agent performance and response rates. And then it also is going to spit out some KPIs. So if you're working on the $297 plan, you can create you can create a custom dashboard to track these KPIs. So this is basically what you're going to want to do, right? Response time, conversion rate, engagement rate, and then agent follow up, and ROI. So all things that you can track through high level. And if you come down here, it also is going to recommend the high level workflows and automations that you want to build to achieve the result above. Because I know this is going to be the breadth of high level. And then as we come down here, it's also going to recommend some workflows and automations that are going to help you with the scenario above. Now, this is not going to give you the answer because, again, you want to become a high level expert. This is just giving you kind of kind of a point you in the right direction. There's 1 million different ways to do everything on high level. But what it's going to do, it's going to give you basic workflows to start working for, how to think on how to do this video showing people how to go ahead and do this. If you also wanted to do this as a live stream that you could, where you basically chat give you a scenario, and then you go ahead and build it, that's fine, too. But it's going to basically give you the lead capture assignment workflow, a five minute response workflow, a lead nurture drip, a reactivation for cold leads, and then a performance dashboard, how to build all that stuff there. And then it's hit and miss here, but it'll also give you a workflow diagram if it's fairly straightforward. Again, it's kind of hit and miss here. But that's what it's going to give you. Now, again, you can come to these once a day or once a week. I'd probably do this once a week, because once a day on YouTube is really hard to do, especially if you're editing your own videos. But if you can do it you can basically go to chat and go generate a new scenario for a plumber, right? Let's say that you're attracting a lot of home service people and not real estate people. So what it's going to do, it's going to generate another scenario in the plumbing niche. And this is basically going to be Swift flow plumbing, a local plumbing service company receives emergency service calls and online inquiries with missed appointment requests, low response times, and inconsistent follow ups. They want to streamline intake, automate scheduling, and increase retention through follow ups. So this one also touches on review requests. So it's going to be so it's going to be a different set of features that you're going to build with each scenario each time. So this is going to be an unlimited source of content. Basically, click a button. I spits out the scenario, and it's going to tell you this is what the client wants to do. These are the KPIs that you want to track, and then these are the recommended workflows to build to achieve these results. Now, again, this would mean unlimited source of YouTube content, but it's also a great way to get ready for the admin test because this is what the admin test is. You're going to get this scenario and you're going to get these requests. And you may get the KPIs. I don't remember. It's been a while since I've taken the test. You may get the KPIs, you may not, but you're not going to get these. You will not get the bottom. You're going to get the request, and you'll get the top. And if you can do it in an hour, you're there. So, again, this is my gift to you. It's gonna should be free. Link down below this. So when you create your YouTube topics here, create your kind of buckets, how to use the features, I would work those first, just kind of show people how they work, and then start creating a series of different scenarios that you are going to show, and then show how high level and then show how high level relates to specific business scenarios. This way, the viewer knows that you can basically take this software in a void and attach it to their specific situation. So that's going to lead to really good discovery calls for you and hopefully a lot of high paying clients. I'll see you in the next video.