GoHighLevel Accounting Firm Playbook: The #1 AI-Powered CRM!

You’ve stumbled across GoHighLevel and you’re wondering– Is this the genuine bargain, or simply another overhyped platform that assures every little thing and provides … meh? GoHighLevel Accounting Firm Playbook

Trust me, I’ve been where you are. After using GoHighLevel for a couple of years now, I can inform you directly: it’s one of the most intelligent decisions I’ve made for my business. Yet (and it’s a big “however”) it’s not all sunlight and rainbows.

Let’s study the good, the poor, and the occasionally discouraging so you can identify if GoHighLevel’s the ideal fit for you.

GoHighLevel Delivers– However Just If You Know What You’re Doing

Below’s the important things: GoHighLevel is a monster. It’s marketed as an all-in-one marketing, sales, and CRM platform– and for when, that insurance claim is official. You actually can run virtually every element of your organization from one control panel.

Yet right here’s the catch: with great power comes a slightly complicated user interface, a high learning contour, and a “figure-it-out-yourself” vibe at times.

Still, if you can surpass the rough start, it resembles unlocking business superpowers.

What GoHighLevel Obtains Extremely Right

You Can Really Replace a Loads Various Other Devices

If you’ve been assembling a tech pile with tools like Mailchimp, Calendly, ClickFunnels, WordPress, and Pipedrive (ugh, the turmoil)– this is your opportunity to streamline.

GoHighLevel allows you take care of:

  • Email and SMS marketing
  • Sales funnels and landing pages
  • Visit scheduling
  • CRM management
  • Automations (we’ll reach that in a sec)
  • On the internet programs and memberships
  • Social media site messaging
  • Live conversation

And the listing maintains growing. Unless you require a certain eCommerce tool or repayment gateway (extra on that particular later), you’re probably covered.

It’s Always Evolving

Serious. Someday I visit and see a new feature for TikTok DMs. The following day, they’ve overhauled the e-mail editor. After that it’s video uploads, Square integrations, or social reporting.

It’s a living platform. The programmers are regularly pushing updates, and the roadmap is loaded with user-suggested features. That component really satisfied me– your voice really matters below.

And while the constant changes can feel like you’re working on a treadmill that never quits, I would certainly take that over a system that hasn’t transformed given that 2018.

Communication? You’re Covered

If you’re tired of jumping between tools simply to speak to your leads, you’ll like this component.

From one dashboard, you can:

  • Make call and go down voicemails
  • Send and get SMS
  • Blast emails or construct sequences
  • Conversation on WhatsApp, GoHighLevel Accounting Firm Playbook
  • Send Out Instagram, Facebook and TikTok DMs.
  • Live chat on your site (or transform it to SMS mid-convo)

Even better– there’s a central discussion tab where all these messages live. No more bouncing between inboxes or forgetting to reply to that DM from 3 days ago. (Been there. Repaired that.).

SaaS Mode = Recurring Income Without the Headaches

Below’s where points obtain spicy.

If you’re a firm proprietor, expert, or just somebody who wants to make persisting profits without being glued to your laptop– listen up.

GoHighLevel’s SaaS mode allows you re-sell the system under your own brand. Think about it like white-labeling GoHighLevel, slapping your logo design on it, and billing whatever you desire.

It’s $497/month on your end. But if you bill just $97/month to 6 clients, you’re already successful– and everything beyond that is sauce.

You don’t need to handle campaigns or get on approach calls. Simply provide individuals access to the tools and let them keep up it. It’s not 100% passive, but it’s quite close.

Automate Everything

This is probably my preferred part: workflows.

Imagine establishing a multi-channel sequence that e-mails, messages, and follows up with leads based on their actions. Instantly reserving telephone calls. Sending onboarding messages. Marking get in touches with. Following up on invoices. Nurturing cold leads for months without lifting a finger.

Sound like a dream? It’s very actual.

The automations are incredibly effective, yet I will not lie– they can feel frustrating initially. My suggestions? Don’t attempt to learn all of it in a weekend break. Start small and build from there. The payoff is worth it.

It’s Not Just for Agencies Any Longer

GoHighLevel began extremely agency-focused. Like, every little thing shrieked “online marketers only”.

But that’s altered.

Currently it’s equally as beneficial for:

  • Local organizations (beauty salons, health clubs, facilities, and so on).
  • Instructors and program makers.
  • Professionals and provider.
  • Freelancers and solopreneurs.

There are even “snapshots” you can load with prebuilt campaigns customized to particular sectors. That’s a blessing if you don’t want to construct everything from the ground up.

And for just $97/month on the Starter Plan, it’s an absolute take. No other device gives you this much for that little.

But It’s Not All Plain sailing …

Let’s speak about the stuff that may journey you up– or simply flat-out annoy you.

The Learning Contour Is Real

If you’re brand-new to marketing tech, buckle up.

GoHighLevel has a whole lot taking place, and if you try to learn whatever at the same time, you’ll wear out faster than a discount coffee maker.

When I first started, I got overwhelmed promptly. The user interface was confusing (it’s better currently), and I had not been sure where to begin.

My recommendations? Begin with the basics– like CRM and organizing– then layer in the automations and funnel builder when you’re ready. And don’t even think of launching into SaaS mode till you have actually grasped the core system.

Training Materials Required a Makeover

GoHighLevel’s continuous updates are outstanding, however they come with a catch: the training video clips are typically obsolete.

You’ll enjoy a walkthrough on YouTube, go to try it yourself, and understand … that button doesn’t also exist anymore.

For a platform this effective, I truly think they should focus on upgrading the help docs and tutorials in real-time. New individuals should not have to guess their way with.

Hidden Expenses Sneak Up on You

The pricing looks simple. And it sort of is.

However there are add-on costs that aren’t incredibly noticeable until you begin excavating. You’ll pay extra for:

  • SMS and telephone call
  • Email sending (using Mailgun or similar)
  • AI features
  • Some integrations

It’s not insane expensive– and honestly, despite having the attachments, it’s still more affordable than Frankensteining with each other a loads devices. However it’s something you’ll want to factor into your spending plan.

Client Support Can Be a Wager

Let me be clear: the GoHighLevel team does care. You can even schedule a Zoom telephone call with them, which is unusual and very valuable.

But the live chat and SMS support? Hit or miss.

Often I ‘d message them and listen to crickets. Other times, I would certainly get an answer but have to follow up numerous times before anything got fixed.

Best choice? Use the Zoom calls if you need real help. Simply don’t rely upon quick chat replies to conserve the day.

Overreliance on Stripe Is Restricting

Right here’s the one huge feature void: GoHighLevel leans heavily on Stripe for repayments– especially if you’re making use of SaaS mode.

If Stripe isn’t supported in your nation or you prefer another settlement cpu, you’re out of luck (for now).

They did lately reveal a Square integration, which is an appealing step. Hopefully much more versatility gets on the way. But as it stands, Stripe is the main program.

Final Judgment: GoHighLevel Accounting Firm Playbook

If you’re searching for a system that:

  • Changes half your tech stack
  • Automates your marketing and sales
  • Expands with your service
  • Offers severe income capacity via SaaS mode.

… after that indeed, GoHighLevel is 100% worth your time.

It’s not best. You’ll require perseverance, a determination to learn, and maybe a little high levels of caffeine. But once you’ve got it dialed in? Game-changer.

And hey, if you’ve ever before imagined running your own software program business or marketing company, this may be your opportunity– without needing a group of programmers or a Silicon Valley spending plan.

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