Let’s face it– handling different devices to run your company or company is a substantial time-suck. One system for email. An additional for funnels. A 3rd for appointment organizing. And do not also begin on CRM and automation … GoHighLevel P&C Insurance Playbook
Noise familiar?
That’s precisely the discomfort GoHighLevel assures to eliminate.
However is it actually the all-in-one marketing and sales giant you’ve been looking for– or simply another overhyped system that leaves you piecing together remedies?
Let’s chat. Due to the fact that if you’re running a digital firm, mentoring company, or even just hustling as a solopreneur, this testimonial may simply save you from another round of tool-hopping.
What Is GoHighLevel?
Picture this: rather than jumping between 5 different systems– your CRM, e-mail marketing tool, funnel builder, schedule scheduler, program system, and more– you log right into one area. That’s GoHighLevel in short. It’s designed for digital agencies (but additionally helps training course makers, instructors, consultants, and provider) who wish to combine their operations and scale successfully.
CRM? Inspect.
Email campaigns? Examine.
Sales funnels? Training course creation? Credibility management? All there.
Oh, and it can be totally white-labeled under your brand name. Yep– your logo, your domain name, your guidelines.
Yet like any platform with this lots of features, it has its traits. And we’ll get to those.
First Impressions
The first time you visit, you might feel like you strolled right into a hectic coworking area– there’s a whole lot taking place. The control panel is packed with information: lead resources, conversion rates, pipeline views, jobs, customized KPIs … the works.
The format? Functional, yet yeah, it has a couple of rough sides. You’ll find important settings spread around like confetti at an event– some on the left panel, others in the far best edge. It’s one of those “you’ll figure it out” situations. But once you do? You’ll move via it quickly.
Want different dashboards on your own and your clients? You can develop multiple. Want to organize reports by campaign or account? Totally manageable.
Structure Funnels and Sites
GoHighLevel’s funnel and website builder is … in fact pretty glossy.
To get started, you’ll need to establish a sub-account (primarily a devoted area for each and every customer). Then you jump into “Sites” �’ “Funnels” and boom– you’re ready to develop. If you’ve utilized tools like ClickFunnels or Elementor before, this will certainly really feel familiar.
The drag-and-drop builder is solid. You can pile sections, add personalized code, reuse global components, and fine-tune templates to match your brand or your customer’s ambiance.
Don’t want to start from scratch? You have actually got over 1,000 funnel templates all set to go.
And here’s something I truly value– Snapshots. Let’s say you construct a killer funnel that converts like crazy. With Snapshots, you can clone it right into one more customer’s sub-account immediately. Game. Changer.
You can likewise run split examinations, import funnels from ClickFunnels (nice touch), and add automation causes right into your funnel steps. As an example, when a person submits a kind, it can start an e-mail series or SMS message without you lifting a finger.
Email Marketing: Powerful, However With Cautions
Okay, time for a little actual talk. GoHighLevel’s email marketing can be powerful– yet it’s not excellent. Particularly if you’re coming from systems like ActiveCampaign or ConvertKit.
Let’s start with the great stuff:
- You can develop e-mail sequences and campaigns with ease.
- Automation is solid– think deserted cart e-mails, support flows, onboarding collection.
- You can include dynamic triggers based upon customer behavior.
- E-mails can be set up, sent out instantly, or even linked to time zones.
Up until now, so great.
Yet below’s the kicker: GoHighLevel doesn’t consist of unrestricted email sends out. You get a base allocation (depending on your plan), once you review, you’ll pay per email– concerning $0.01 per send out. That may not sound like much up until you’re emailing thousands of contacts each week.
To boost deliverability, GHL recommends making use of Mailgun, which adds yet an additional layer of setup and cost. And many customers (me included) have discovered that deliverability prices aren’t constantly stellar– often also 30% reduced compared to dedicated email tools.
The email template library? Kinda underwhelming unless you’re on the $497/month SaaS plan. Otherwise, you’ll be making most emails from square one or saving your very own templates along the road.
So if email is the core of your marketing approach, this could not be your forever home. However if it’s just one part of a bigger funnel? You’re golden.
CRM and Automation: Seriously Robust
This is where GoHighLevel starts flexing.
Its integrated CRM provides tools like ClickFunnels and also Salesforce a run for their money. You can:
Track leads via visual pipelines.
Rating leads based upon engagement or actions.
Add notes, tags, and clever checklists.
Merge communication channels (SMS, e-mail, FB Messenger).
Appoint tasks, schedule visits, and see every little thing in one place.
And the automation? Chef’s kiss.
You can construct customized workflows with triggers like:
- When a kind is submitted …
- If a tag is included …
- After a link is clicked … GoHighLevel P&C Insurance Playbook
- When a lead books a consultation …
These automations can then send e-mails, appoint leads, fire off SMS messages, update CRM phases, and even go down voicemails. All without you lifting a finger.
Seriously, if you’ve ever before wanted you could duplicate yourself to stay up to date with follow-ups? GoHighLevel is as close as it gets.
Visit Booking, Programs and Areas
GoHighLevel does not stop at simply marketing.
You likewise get a powerful visit organizing system built-in– total with calendar syncing, time zone detection, suggestions, and automated follow-ups. No need for Calendly anymore.
Intend to launch a training course? GHL handles that, as well.
You can:
- Submit video, audio or PDF lessons.
- Offer one-time, totally free or subscription-based gain access to.
- Award training course certificates.
- Leak material or launch all of it at the same time.
- Package courses with your marketing funnels and CRM.
It’s not quite as polished as Kajabi or Thinkific, but it’s sufficient to supply a solid instructional experience. Specifically if your training course is tied to a broader offer– like a coaching package or onboarding program.
Reputation Management: Sleek and Smart
You know those automated “Hey, please leave us a review!” messages you wish more organizations sent?
GoHighLevel automates that for you.
After a purchase or interaction, it can automatically send out SMS or e-mail evaluation requests (also QR codes!). You can also filter who sees your public testimonial web links– so if somebody’s miserable, they’re rerouted to a private feedback kind instead.
You can keep an eye on and reply to evaluations throughout systems like Google, Facebook, and Yext– all from one display.
This is big. Since let’s be truthful: great reviews sell. And if you’re handling this for customers? You have actually simply added a high-value service to your offering without added job.
Social Media Site Management
Yep, you review that right.
The Social Planner device inside GHL lets you post, routine, and manage web content throughout several platforms. Assume Buffer or Hootsuite– minus the additional membership.
You can plan messages, fine-tune material for every system, and evaluate just how things do. It’s simple, tidy, and integrated with your CRM, suggesting you can even automate articles as part of a campaign.
For firms, this adds severe worth.
Integrations, Apps and SaaS Mode
If you enjoy tinkering, GoHighLevel plays perfectly with others. You can connect:
- Zapier
- Stripe
- QuickBooks
- Google Ads
- Twilio
There’s additionally an Application Industry packed with over 350 integrations– some cost-free, some paid. You and your clients can mount what you require, and leave the rest.
But 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 endless client accounts
Set your own pricing (GHL calls for $97/mo minimum).
Add or eliminate features from customer websites.
Bundle in your services for greater persisting profits.
It’s not simply making use of GoHighLevel any longer. Now you possess a software organization.
Final Thought: GoHighLevel P&C Insurance Playbook
If you’re a firm, instructor, or provider tired of duct-taping your technology pile together, GoHighLevel could be your brand-new buddy.
It’s not excellent. The UI can be clunky. Email deliverability can utilize work. And yep– those extra charges can sneak up on you.
But also for what it supplies? It’s a beast.
You’ve obtained CRM, automation, funnels, websites, scheduling, programs, evaluations, and more– done in one dashboard. And the truth that you can market it as a white-label SaaS? That’s the cherry on top.
So if you prepare to stop handling 10 tools and start running a more structured, rewarding business?
GoHighLevel might simply be your following power relocation.
Simply … perhaps maintain a separate budget for e-mails.