About This Course
“Help Local Business with High Level” is a step-by-step course designed to equip digital marketers, agency owners, and consultants with the tools and knowledge needed to leverage the High Level platform to help local businesses thrive. High Level is an all-in-one CRM platform designed to support businesses with everything from lead generation to automated client communication. This course covers how to set up trial accounts, leverage affiliate programs, manage the High Level Agency Menu, and customize the platform for effective client onboarding and service delivery. By the end of the course, you will have the skills to help local businesses streamline their operations, improve customer engagement, and drive growth through effective automation and service management.
Learning Objectives
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
- Local business owners seeking to improve their client management and communication systems.
- Digital marketing agencies working with local businesses and looking to automate services.
- Freelancers and consultants who want to use High Level to help local businesses grow.
- Anyone interested in leveraging the High Level CRM platform for affiliate marketing and service management.
Curriculum
Opening
Opening00:01:39
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
