Let’s face it– managing various devices to run your organization or agency is a large time-suck. One system for e-mail. One more for funnels. A third for appointment organizing. And do not even begin on CRM and automation … GoHighLevel Accounting Firm Playbook
Audio familiar?
That’s exactly the pain GoHighLevel promises to remove.
Yet is it truly the all-in-one marketing and sales giant you’ve been searching for– or just one more overhyped platform that leaves you assembling options?
Let’s talk. Because if you’re running a digital company, coaching organization, and even just rushing as a solopreneur, this review could just conserve you from another round of tool-hopping.
What Is GoHighLevel?
Picture this: rather than jumping between 5 different platforms– your CRM, email marketing device, funnel builder, calendar scheduler, training course platform, and more– you log right into one location. That’s GoHighLevel in short. It’s made for digital agencies (but also helps program designers, instructors, professionals, and service providers) who intend to consolidate their operations and scale efficiently.
CRM? Inspect.
Email campaigns? Examine.
Sales funnels? Program development? Track record monitoring? All there.
Oh, and it can be completely white-labeled under your brand. Yep– your logo design, your domain name, your rules.
Yet like any kind of platform with this many features, it has its peculiarities. And we’ll reach those.
First Impressions
The first time you log in, you may feel like you walked into an active coworking area– there’s a great deal taking place. The control panel is loaded with information: lead resources, conversion prices, pipeline views, jobs, customized KPIs … the works.
The format? Useful, yet yes, it has a few harsh sides. You’ll discover crucial settings scattered around like confetti at an event– some on the left panel, others in the much appropriate corner. It’s one of those “you’ll figure it out” scenarios. Once you do? You’ll move through it quick.
Want various dashboards on your own and your customers? You can produce multiple. Want to arrange reports by campaign or account? Entirely workable.
Structure Funnels and Websites
GoHighLevel’s funnel and website builder is … really pretty glossy.
To get going, you’ll need to establish a sub-account (generally a committed area for every customer). After that you jump into “Sites” �’ “Funnels” and boom– you prepare to construct. If you have actually used tools like ClickFunnels or Elementor previously, this will really feel familiar.
The drag-and-drop builder is solid. You can pile areas, include personalized code, reuse global components, and tweak templates to match your brand name or your customer’s ambiance.
Don’t intend to go back to square one? You’ve overcome 1,000 funnel templates ready 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 into an additional customer’s sub-account promptly. Video game. Changer.
You can likewise run split examinations, import funnels from ClickFunnels (good touch), and include automation activates right into your funnel steps. For example, when someone sends a kind, it can kick off an email series or SMS message without you lifting a finger.
Email Marketing: Powerful, But With Cautions
Okay, time for a little genuine talk. GoHighLevel’s email marketing can be powerful– but it’s not excellent. Particularly if you’re originating from systems like ActiveCampaign or ConvertKit.
Let’s start with the great stuff:
- You can build e-mail series and campaigns effortlessly.
- Automation is solid– assume abandoned cart e-mails, nurture circulations, onboarding collection.
- You can add vibrant triggers based upon customer habits.
- Emails can be scheduled, sent out instantly, or even connected to time zones.
Until now, so good.
Yet here’s the kicker: GoHighLevel does not consist of unrestricted e-mail sends. You get a base allocation (depending upon your plan), once you discuss, you’ll pay per e-mail– about $0.01 per send out. That may not seem like much till you’re emailing hundreds of contacts each week.
To enhance deliverability, GHL suggests making use of Mailgun, which includes yet an additional layer of setup and expense. And lots of customers (me included) have noticed that deliverability rates aren’t always outstanding– in some cases even 30% reduced compared to dedicated email tools.
The e-mail template library? Kinda underwhelming unless you’re on the $497/month SaaS plan. Or else, you’ll be creating most e-mails from square one or saving your very own templates in the process.
So if e-mail is the core of your marketing approach, this may not be your permanently home. However if it’s simply one part of a bigger funnel? You’re golden.
CRM and Automation: Seriously Robust
This is where GoHighLevel begins flexing.
Its built-in CRM gives devices like ClickFunnels and also Salesforce a run for their cash. You can:
Track leads with aesthetic pipelines.
Score leads based on interaction or actions.
Include notes, tags, and clever lists.
Merge communication channels (SMS, e-mail, FB Carrier).
Designate jobs, schedule visits, and see whatever in one place.
And the automation? Cook’s kiss.
You can construct customized workflows with triggers like:
- When a form is sent …
- If a tag is added …
- After a web link is clicked … GoHighLevel Accounting Firm Playbook
- When a lead books an appointment …
These automations can then send out e-mails, designate leads, fire off SMS messages, upgrade CRM phases, and even drop voicemails. All without you lifting a finger.
Seriously, if you’ve ever desired you could duplicate yourself to stay on par with follow-ups? GoHighLevel is as close as it obtains.
Appointment Reservation, Training Courses and Neighborhoods
GoHighLevel does not stop at simply marketing.
You also get a powerful consultation organizing system built-in– complete with schedule syncing, time zone discovery, suggestions, and automated follow-ups. No requirement for Calendly anymore.
Intend to release a program? GHL manages that, also.
You can:
- Post video, audio or PDF lessons.
- Offer one-time, complimentary or subscription-based access.
- Honor course certificates.
- Drip web content or release it all simultaneously.
- Bundle programs with your marketing funnels and CRM.
It’s not quite as polished as Kajabi or Thinkific, but it’s more than enough to supply a strong academic experience. Particularly if your program is tied to a wider deal– like a mentoring plan or onboarding program.
Credibility Management: Sleek and Smart
You understand those automated “Hey, please leave us a review!” messages you want a lot more companies sent?
GoHighLevel automates that for you.
After a purchase or communication, it can instantly send SMS or e-mail evaluation requests (also QR codes!). You can even filter who sees your public review web links– so if a person’s unhappy, they’re rerouted to a private feedback kind rather.
You can keep track of and react to evaluations throughout platforms like Google, Facebook, and Yext– all from one screen.
This is big. Because let’s be sincere: good reviews sell. And if you’re managing this for clients? You’ve just included a high-value solution to your offering without added job.
Social Media Site Management
Yep, you read that right.
The Social Planner tool inside GHL lets you blog post, routine, and manage content throughout several platforms. Believe Barrier or Hootsuite– minus the added registration.
You can plan posts, modify content for each platform, and assess how things carry out. It’s simple, tidy, and incorporated with your CRM, indicating you can also automate posts as part of a campaign.
For companies, this includes significant worth.
Integrations, Applications and SaaS Mode
If you like tinkering, GoHighLevel plays perfectly with others. You can attach:
- Zapier
- Stripe
- QuickBooks
- Google Ads
- Twilio
There’s likewise an App Industry packed with over 350 integrations– some free, some paid. You and your customers can mount what you need, and leave the remainder.
But below’s where it gets spicy: the SaaS Reseller Program.
With the $497/month SaaS plan, you can:
White-label the platform under your own brand name
Create limitless customer accounts
Set your very own pricing (GHL needs $97/mo minimum).
Add or eliminate features from client websites.
Bundle in your solutions for higher persisting earnings.
It’s not just making use of GoHighLevel any longer. Now you possess a software program organization.
Verdict: GoHighLevel Accounting Firm Playbook
If you’re a company, train, or company tired of duct-taping your technology pile together, GoHighLevel could be your brand-new best friend.
It’s not excellent. The UI can be cumbersome. Email deliverability might utilize work. And yeah– those additional costs can sneak up on you.
However, for what it supplies? It’s a monster.
You’ve obtained CRM, automation, funnels, web sites, organizing, training courses, reviews, and extra– done in one dashboard. And the reality that you can resell it as a white-label SaaS? That’s the cherry ahead.
So if you prepare to stop juggling 10 devices and start running an extra structured, profitable service?
GoHighLevel might simply be your following power move.
Simply … possibly keep a different budget for e-mails.