GoHighLevel Client Communication and Local Business Automation
About This Course
Build practical team capability with GoHighLevel Client Communication and Local Business Automation. This course helps employees and managers apply the demonstrated tools and methods to their organization’s daily work.
What the training covers
- Opening
- Introduction to the High Level Platform
- Set up the trial account
- Affiliate Program for Customers
- Affiliate Program for Non-Customers
- The High Level Agency Menu
Apply the learning at work
Follow the demonstrations, use the included learning resources, and practise the relevant steps on an approved company project. Teams can use the curriculum to strengthen execution, share a consistent workflow, and review their results together.
Learning Objectives
How to set up and manage High Level trial accounts for local business clients.
The step-by-step process of implementing High Level’s affiliate programs for both customers and non-customers.
How to navigate and customize the High Level Agency and Settings menus to meet client needs.
Techniques for enabling live chat assistance and integrating transactional email services.
Effective onboarding strategies to ensure a seamless experience for new High Level users.
Material Includes
- Video tutorials on setting up trial accounts, affiliate programs, and agency management.
- PDF guides for navigating the High Level menus and customizing settings.
- Onboarding checklist and templates for new clients.
- Live chat assistance scripts and guides for transactional email integration.
- Access to the community forum for peer support and expert advice
Requirements
- No prior experience with High Level is required.
- Basic understanding of digital marketing and CRM platforms is beneficial but not necessary.
- Access to a High Level account (trial or full) to follow along with the lessons.
Target Audience
- Company employees, department leads and managers applying the curriculum to their organization’s workflows and customer-facing work.
Curriculum
21 Lessons50m 49s
Opening
Opening00:1:19
Introduction to the High Level Platform
Set Up The Trial Account
Affiliate Program for Customers
Affiliate Program for Non-Customers
The High Level Agency Menu
Settings Menu
Live Chat Assistance for High Level Customers
Adding a Transactional E-Mail Service
Manual Onboarding for Customers
Membership Set Up In Your Company Account
Help Local Business with High Level-Customizing
Set Up the
Set Up A
Set Up B
Set Up W
Set Up C
Set Up D
Connect The
Take a S
Give Your
Your Instructors
POB Academy
Digital Marketing Team
POB Academy is a digital training arm of Princesage Online Branding saddled with the responsibility to simplify digital market training for business owners.
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