GoHighLevel Tax Accounting Playbook: Streamline Funnels, CRM & Automation!

You’ve stumbled across GoHighLevel and you’re asking yourself– Is this the actual bargain, or simply one more overhyped platform that promises everything and delivers … meh? GoHighLevel Tax Accounting Playbook

Believe me, I’ve been where you are. After using GoHighLevel for a couple of years now, I can tell you straight up: it is among the most intelligent decisions I’ve created my company. However (and it’s a huge “however”) it’s not all sunlight and rainbows.

Let’s dive into the excellent, the bad, and the occasionally discouraging so you can identify if GoHighLevel’s the ideal suitable for you.

GoHighLevel Supplies– Yet Only If You Know What You’re Doing

Right here’s the thing: GoHighLevel is a beast. It’s marketed as an all-in-one marketing, sales, and CRM system– and for when, that claim is legit. You truly can run virtually every aspect of your company from one dashboard.

However right here’s the catch: with great power comes a slightly confusing user interface, a steep learning curve, and a “figure-it-out-yourself” vibe sometimes.

Still, if you can get past the bumpy beginning, it resembles unlocking service superpowers.

What GoHighLevel Gets Very Right

You Can In Fact Change a Lots Other Tools

If you have actually been assembling a tech pile with tools like Mailchimp, Calendly, ClickFunnels, WordPress, and Pipedrive (ugh, the mayhem)– this is your opportunity to simplify.

GoHighLevel lets you take care of:

  • Email and SMS marketing
  • Sales funnels and landing pages
  • Consultation organizing
  • CRM monitoring
  • Automations (we’ll get to that in a sec)
  • Online courses and subscriptions
  • Social media site messaging
  • Live chat

And the listing maintains expanding. Unless you need a details eCommerce tool or payment entrance (more on that particular later), you’re possibly covered.

It’s Always Evolving

Serious. Eventually I visit and see a new feature for TikTok DMs. The following day, they’ve revamped the email editor. After that it’s video uploads, Square integrations, or social coverage.

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

And while the continuous changes can feel like you’re running on a treadmill that never stops, I would certainly take that over a system that hasn’t transformed considering that 2018.

Interaction? You’re Covered

If you’re tired of leaping between tools simply to talk to your leads, you’ll enjoy this part.

From one dashboard, you can:

  • Make phone calls and drop voicemails
  • Send and receive SMS
  • Blast e-mails or build series
  • Chat on WhatsApp, GoHighLevel Tax Accounting Playbook
  • Send Instagram, Facebook and TikTok DMs.
  • Live conversation on your website (or transform it to SMS mid-convo)

Even far better– there’s a central conversation tab where all these messages live. No more bouncing in between inboxes or neglecting to reply to that DM from 3 days ago. (Been there. Dealt with that.).

SaaS Mode = Recurring Income Without the Headaches

Here’s where points get spicy.

If you’re a firm proprietor, consultant, or just someone who wants to gain reoccuring profits without being glued to your laptop– listen up.

GoHighLevel’s SaaS mode lets you re-sell the system under your very own brand. Consider it like white-labeling GoHighLevel, slapping your logo on it, and billing whatever you want.

It’s $497/month on your end. However if you bill just $97/month to six customers, you’re already lucrative– and every little thing beyond that is sauce.

You do not have to handle campaigns or hop on technique calls. Just give individuals accessibility to the devices and let them run with it. It’s not 100% passive, however it’s rather close.

Automate Everything

This is probably my preferred component: workflows.

Visualize establishing a multi-channel series that emails, messages, and follows up with leads based upon their actions. Immediately booking calls. Sending onboarding messages. Tagging contacts. Acting on billings. Supporting chilly leads for months without lifting a finger.

Seem like a dream? It’s extremely real.

The automations are exceptionally powerful, but I will not exist– they can really feel overwhelming at first. My guidance? Don’t attempt to learn everything in a weekend. Beginning little and build from there. The payoff is worth it.

It’s Not Just for Agencies Any Longer

GoHighLevel began very agency-focused. Like, every little thing shouted “marketers just”.

But that’s transformed.

Currently it’s just as helpful for:

  • Neighborhood organizations (beauty salons, fitness centers, facilities, etc).
  • Instructors and program designers.
  • Professionals and company.
  • Freelancers and solopreneurs.

There are even “snapshots” you can load with prebuilt campaigns tailored to certain sectors. That’s a godsend if you do not wish to build every little thing from the ground up.

And for just $97/month on the Starter Plan, it’s an outright swipe. No other tool provides you this much for that little.

But It’s Not All Smooth Sailing …

Let’s talk about the stuff that might journey you up– or just flat-out annoy you.

The Learning Curve Is Actual

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

GoHighLevel has a lot going on, and if you try to discover every little thing at the same time, you’ll burn out faster than a discount rate coffee machine.

When I initially began, I got bewildered rapidly. The user interface was clunky (it’s better now), and I wasn’t certain where to start.

My recommendations? Beginning with the basics– like CRM and scheduling– after that layer in the automations and funnel builder when you prepare. And do not also think of launching into SaaS mode until you have actually mastered the core platform.

Educating Materials Need a Makeover

GoHighLevel’s continuous updates are remarkable, yet they include a catch: the training video clips are frequently outdated.

You’ll enjoy a walkthrough on YouTube, most likely to try it yourself, and recognize … that switch doesn’t also exist anymore.

For a system this effective, I actually assume they must focus on updating the aid docs and tutorials in real-time. New individuals should not need to presume their way with.

Hidden Prices Sneak Up on You

The pricing looks straightforward. And it kind of is.

Yet there are add-on prices that aren’t super apparent till you begin excavating. You’ll pay additional for:

  • SMS and telephone call
  • Email sending (through Mailgun or comparable)
  • AI features
  • Some integrations

It’s not crazy expensive– and honestly, despite having the attachments, it’s still less expensive than Frankensteining with each other a loads tools. But it’s something you’ll wish to factor into your spending plan.

Consumer Support Can Be a Gamble

Let me be clear: the GoHighLevel group does care. You can even schedule a Zoom call with them, which is rare and very useful.

Yet the real-time conversation and SMS support? Hit-or-miss.

Often I would certainly message them and hear crickets. Various other times, I ‘d obtain a response yet need to follow up several times before anything got dealt with.

Best choice? Make use of the Zoom calls if you require genuine aid. Simply do not rely on fast conversation responds to conserve the day.

Overreliance on Stripe Is Restricting

Below’s the one big feature gap: GoHighLevel leans heavily on Stripe for payments– especially if you’re using SaaS mode.

If Stripe isn’t sustained in your country or you prefer another settlement cpu, you run out luck (in the meantime).

They did just recently introduce a Square integration, which is an appealing action. With any luck much more flexibility is on the means. However as it stands, Stripe is the main program.

Final Verdict: GoHighLevel Tax Accounting Playbook

If you’re trying to find a system that:

  • Changes half your technology stack
  • Automates your marketing and sales
  • Expands with your organization
  • Offers major earnings possibility via SaaS mode.

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

It’s not best. You’ll require patience, a desire to discover, and possibly a little caffeine. But once you’ve got it dialed in? Game-changer.

And hello, if you’ve ever dreamed of running your own software application business or marketing agency, this could be your opportunity– without needing a group of developers or a Silicon Valley budget plan.

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