Let’s face it– juggling various devices to run your organization or agency is a substantial time-suck. One platform for email. One more for funnels. A third for appointment scheduling. And do not also begin on CRM and automation … GoHighLevel For Financial Advisors
Sound acquainted?
That’s exactly the discomfort GoHighLevel guarantees to eliminate.
However is it really the all-in-one marketing and sales powerhouse you’ve been seeking– or just one more overhyped system that leaves you piecing together services?
Let’s talk. Since if you’re running a digital company, training business, or perhaps simply hustling as a solopreneur, this review could just conserve you from one more round of tool-hopping.
What Is GoHighLevel?
Picture this: rather than bouncing between 5 different platforms– your CRM, email marketing device, funnel builder, calendar scheduler, course platform, and a lot more– you log right into one location. That’s GoHighLevel in a nutshell. It’s made for digital firms (however additionally benefits course developers, trainers, consultants, and company) who intend to combine their operations and range effectively.
CRM? Inspect.
Email campaigns? Check.
Sales funnels? Program creation? Online reputation monitoring? All there.
Oh, and it can be entirely white-labeled under your brand name. Yep– your logo, your domain name, your rules.
However like any system with this many features, it has its quirks. And we’ll reach those.
First Impressions
The first time you log in, you might feel like you walked right into a busy coworking area– there’s a lot taking place. The control panel is filled with data: lead resources, conversion rates, pipeline views, tasks, custom KPIs … the works.
The layout? Useful, however yes, it has a few harsh edges. You’ll discover essential settings spread around like confetti at a celebration– some on the left panel, others in the much right edge. It is just one of those “you’ll figure it out” scenarios. But once you do? You’ll move with it fast.
Want different dashboards on your own and your clients? You can produce numerous. Intend to arrange records by campaign or account? Completely workable.
Structure Funnels and Websites
GoHighLevel’s funnel and website builder is … in fact pretty slick.
To get going, you’ll require to establish a sub-account (essentially a devoted room for each customer). After that you jump into “Websites” �’ “Funnels” and boom– you prepare to construct. If you have actually made use of tools like ClickFunnels or Elementor before, this will feel acquainted.
The drag-and-drop builder is strong. You can stack sections, include customized code, reuse global aspects, and fine-tune templates to match your brand name or your client’s vibe.
Don’t intend to go back to square one? You have actually overcome 1,000 funnel templates ready to go.
And here’s something I truly appreciate– Snapshots. Let’s say you construct a killer funnel that converts like crazy. With Snapshots, you can clone it into an additional customer’s sub-account promptly. Game. Changer.
You can likewise run split tests, import funnels from ClickFunnels (nice touch), and add automation causes right into your funnel actions. As an example, when a person sends a form, it can kick off an e-mail sequence or SMS message without you lifting a finger.
Email Marketing: Powerful, However With Caveats
Okay, time for a little genuine talk. GoHighLevel’s email marketing can be effective– yet it’s not ideal. Specifically if you’re coming from platforms like ActiveCampaign or ConvertKit.
Let’s begin with the excellent stuff:
- You can develop email series and campaigns effortlessly.
- Automation is strong– think deserted cart emails, nurture flows, onboarding series.
- You can include vibrant triggers based on customer habits.
- Emails can be scheduled, sent quickly, or perhaps connected to time zones.
So far, so excellent.
Yet below’s the twist: GoHighLevel doesn’t consist of unlimited e-mail sends. You obtain a base allowance (relying on your plan), once you discuss, you’ll pay per email– about $0.01 per send out. That may not seem like much until you’re emailing countless calls each week.
To enhance deliverability, GHL suggests utilizing Mailgun, which includes yet another layer of setup and expenditure. And several customers (me consisted of) have actually discovered that deliverability rates aren’t always stellar– in some cases even 30% lower contrasted to specialized e-mail tools.
The e-mail template collection? Kinda underwhelming unless you’re on the $497/month SaaS plan. Otherwise, you’ll be creating most emails from the ground up or conserving your very own templates along the way.
So if e-mail is the core of your marketing strategy, this might not be your for life home. But if it’s simply one part of a bigger funnel? You’re golden.
CRM and Automation: Seriously Robust
This is where GoHighLevel starts flexing.
Its integrated CRM gives devices like ClickFunnels and even Salesforce a run for their money. You can:
Track leads via visual pipelines.
Score leads based on involvement or actions.
Add notes, tags, and wise checklists.
Combine communication channels (SMS, e-mail, FB Carrier).
Designate jobs, timetable consultations, and see whatever in one place.
And the automation? Chef’s kiss.
You can construct custom workflows with triggers like:
- When a type is submitted …
- If a tag is added …
- After a link is clicked … GoHighLevel For Financial Advisors
- When a lead books an appointment …
These automations can after that send e-mails, assign leads, fire off SMS messages, update CRM stages, or even drop voicemails. All without you lifting a finger.
Seriously, if you’ve ever before desired you could duplicate yourself to keep up with follow-ups? GoHighLevel is as close as it obtains.
Appointment Booking, Training Courses and Neighborhoods
GoHighLevel doesn’t stop at simply marketing.
You likewise get an effective appointment organizing system integrated– full with schedule syncing, time zone discovery, reminders, and automated follow-ups. No demand for Calendly anymore.
Wish to release a training course? GHL manages that, too.
You can:
- Post video, sound or PDF lessons.
- Deal single, free or subscription-based accessibility.
- Award program certificates.
- Trickle web content or launch everything at once.
- Package courses with your marketing funnels and CRM.
It’s not quite as sleek as Kajabi or Thinkific, but it’s ample to supply a solid educational experience. Specifically if your training course is tied to a broader offer– like a training plan or onboarding program.
Reputation Monitoring: Sleek and Smart
You understand those automated “Hey, please leave us an evaluation!” messages you desire extra companies sent?
GoHighLevel automates that for you.
After a purchase or communication, it can automatically send SMS or e-mail evaluation demands (also QR codes!). You can even filter who sees your public testimonial web links– so if a person’s dissatisfied, they’re redirected to an exclusive responses form instead.
You can check and react to reviews throughout platforms like Google, Facebook, and Yext– all from one screen.
This allows. Because let’s be truthful: great reviews sell. And if you’re handling this for customers? You have actually just included a high-value solution to your offering without added work.
Social Media Administration
Yep, you read that right.
The Social Organizer tool inside GHL allows you post, timetable, and take care of content across multiple platforms. Assume Buffer or Hootsuite– minus the added subscription.
You can plan messages, tweak material for every system, and evaluate just how things execute. It’s basic, clean, and incorporated with your CRM, suggesting you can even automate blog posts as part of a campaign.
For companies, this includes significant value.
Integrations, Applications and SaaS Mode
If you enjoy tinkering, GoHighLevel plays nicely with others. You can link:
- Zapier
- Stripe
- QuickBooks
- Google Ads
- Twilio
There’s additionally an Application Industry packed with over 350 integrations– some free, some paid. You and your clients can install what you need, and leave the remainder.
However here’s where it obtains spicy: the SaaS Reseller Program.
With the $497/month SaaS plan, you can:
White-label the platform under your very own brand
Develop limitless client accounts
Set your own pricing (GHL requires $97/mo minimum).
Add or remove features from customer websites.
Bundle in your solutions for greater persisting profits.
It’s not simply utilizing GoHighLevel any longer. Now you have a software application organization.
Verdict: GoHighLevel For Financial Advisors
If you’re an agency, instructor, or company tired of duct-taping your tech stack together, GoHighLevel could be your brand-new friend.
It’s not ideal. The UI can be cumbersome. Email deliverability might make use of work. And yeah– those additional charges can slip up on you.
But also for what it supplies? It’s a beast.
You have actually got CRM, automation, funnels, sites, organizing, courses, evaluations, and extra– done in one dashboard. And the fact that you can market it as a white-label SaaS? That’s the cherry on the top.
So if you’re ready to quit handling 10 tools and start running a much more streamlined, successful business?
GoHighLevel could just be your next power relocation.
Just … possibly keep a different budget for e-mails.