What Makes HighLevel the Platform You Need for Sales and Marketing?

What Makes HighLevel the Platform You Need for Sales and Marketing?

Carl Taylor | June 13, 2022

Succeeding in sales and marketing takes a lot of creativity, effort, and risk. There’s no shortcut to success, but some tools can help you get there faster. HighLevel is one of them.

Every business owner is constantly on the lookout for ways to make their business more successful. Marketing and sales are two essential factors when it comes to upscaling one’s possibilities.

Knowing which steps to take and how to organise your marketing and sales process isn’t always easy. Sometimes, you could use help from a friend to bring you back on track or help you streamline your workflow.

Fortunately, Automation Agency can help you do just that. We can grant you access to many tools to help you accomplish your sales and marketing goals, and HighLevel is one of them.

So, if boosting your sales and marketing strategies are your top priorities, keep reading.

This article explains what HighLevel is and how it can benefit your sales and marketing efforts.

What Is HighLevel?

HighLevel is an all-in-one marketing and sales platform created for the world’s business agencies and marketers. It’s a popular solution for online businesses and brick-and-mortar stores alike looking to expand their presence online.

This tool was created by a marketing agency that knows and understands the issues that modern-day marketers face. They combined their technical know-how with the biggest pain points of an average marketer and launched this platform as a result.

HighLevel is currently used by over 15,000 agencies and more than 500k businesses. The tool has also helped generate more than 600 million leads.

In short, this platform provides all the tools for marketers combined into a single app that allows them to capture and nurture leads and close deals. It’s a great tool for client acquisition, business automation, database reactivation, scaling, client retention, ROI, etc.

Why Should You Use HighLevel?

HighLevel isn’t your ordinary marketing plugin. It’s a comprehensive platform that allows you to perform all the necessary processes to boost your sales.

There are plenty of reasons why you should use HighLevel. In this section, we share some of the most important ones.

1. The Agency Engine Functionality

HighLevel comes with all the tools you need to build your agency engine, from capturing and nurturing to closing deals.

You can use surveys, landing pages, calendars, inbound phone systems, forms, and other tools to capture customers. For example, you can create and embed forms to collect lead information into just about any website.

As far as nurturing is concerned, you can use email, SMS, and voicemail automatic messaging to keep in touch and engage your prospects.

Finally, to close a deal, you can rely on a range of built-in tools to collect payments, schedule appointments, and track analytics.

2. The Huge Range of Marketing and Lead Capture Tools

This full suite platform also lets you create fully customised websites, landing pages, and funnels featuring custom menus.

Using the in-built page builder, you can capture leads through forms and surveys and place those on your site. Once you do so, you can customise engaging follow-up campaigns anytime using the multi-channel approach. You can connect with your prospects through phone, SMS, voicemail, email, or Facebook Messenger.

HighLevel is available on both desktops and smartphones so that you can get in touch with your leads on all devices.

The platform also has a dedicated Workflow builder, a visual tool for creating marketing automation for your business. It’s a group of triggers and campaigns grouped in a single spot with features such as:

  • Workflow actions and conditions (Wait, Go To, If/Else, etc.)
  • External communication (Instagram DM, Facebook Messenger, SMS, Call, Email, etc.)
  • CRM features (updates, additions, review requests, one-time charges…)
  • Membership actions (revoke and grant membership offers)

With this tool, you can practically connect every channel you use in your business. This includes pulling in data from social media, email, and websites and using automation to segment your leads, customise your communications, trigger campaigns, and more.

The best thing about these features is that you don’t have to be an expert to use them. Everything is done via a drag-and-drop automation builder that lets you install automated workflows in just a few minutes.

3. Email Marketing

The “Email” section in the “Marketing” tab allows you to create customised emails, use pre-made templates, or create new templates from scratch. You can use the drag-and-drop builder to stylise email designs, much as you’d do in popular email marketing software like MailChimp or Active Campaign.

4. Client Acquisition Automation Features

HighLevel consolidates a multi-channel outreach approach when it comes to client acquisition. Most agencies do client acquisition through email and only see a limited number of new customers because of that. But HighLevel has a range of different options, including:

  • Email
  • Text
  • Voicemail

This allows your response rate to grow higher, as not everyone reads their email as soon as they receive it.

Adding text and voicemail marketing automation would typically require hiring at least two more services and spending way more money. But thanks to HighLevel, you get all the tools you need for client acquisition in one platform.

5. Reputation Management

A stellar reputation online is a must if you want your sales and marketing efforts to pay off.

Reputation management is a great feature you can use to boost your business reputation on Facebook and Google. It lets you track, generate, and monitor reviews. There are plenty of advanced features such as sentimental analysis, review monitoring, response management, social media monitoring, etc.

6. Automated Booking Systems

HighLevel’s calendar booking is a great feature you can set according to how your business works. You can make it as complex or as simple as you want. Each member of the sales team can have their own calendar. Also, each service you offer can have one as well, and you can synchronise them to prevent overlapping meetings.

When you schedule an appointment, you can take credit card payments or have your Google calendar sync your personal meetings with the ones on your HighLevel account. This allows you to synchronise your HighLevel booking system with any other that works with Google Calendar as well.

Whenever you book an appointment, you can choose to send notifications to your team members or yourself. You can send confirmations or reminders using SMS, email, or voicemail.

The best thing about the calendar feature is that you can trigger automation, campaign, or workflow actions for each scheduled event depending on whether the event is confirmed, pending, no-show, or has passed.

7. Sales Funnel Customisation

HighLevel is great for building high-converting sales and funnel pages. The in-built funnel builder lets you implement advanced elements focused on conversions like countdown timers, two-step order forms, progress bars, and more.

8. Ability to Create Membership Sites

HighLevel is a membership site platform. You can create memberships and build courses completely free. This is an excellent feature for anyone who sells digital products or online courses.

You can offer the courses to your employees or current and potential clients. The number of products, offers, and courses you can create is unlimited, and so is the number of users that can follow or purchase them.

You can create free or paid programs and customise the membership area of the site with an easy-to-use and intuitive drag and drop builder.

Course creators can also drip content to their members and are in complete control of the area.

The platform allows unlimited video hosting, so you don’t have to rely on YouTube, Vimeo, and other video streaming platforms to record video material.

The best thing about the “Memberships” section is that it’s incredibly simple to use. It allows you to host digital media without giving your headaches. Hosting, payment processing, and all other aspects of the membership program are taken care of by HighLevel. This way, you can focus on things that really matter, which is creating a great course or product.

9. Optimising Conversion Rate

Conversion Rate Optimisation (CRO) is a highly neglected yet extremely valuable part of every digital marketing campaign. Marketers typically focus on the front-end, which helps them get the leads inside the sales funnel. But you need to think about how to get them to close the deal as well.

When you implement HighLevel through different steps in your sales process, you’ll get to increase your client’s ROI. In the meantime, you save on the client acquisition cost, especially when it comes to appointment booking.

You can connect HighLevel with Google Ads and Facebook Ads and do the following:

  • Book appointments on the spot. You can use appointment reminder sequences via email or mobile. Having a potential customer book an appointment leaves a bigger mental commitment than simply scrolling past an ad.
  • Send reminders. By sending appointment reminders, you boost the rate by which the prospective client shows up for your service.
  • Force-call a prospect after they fill out a form through Facebook Ads or PPC. Contacting them right away while the iron is hot boosts your conversion rates big time.

10. White Label Functionality

With HighLevel, you can white label the desktop version of the platform. You can upgrade your subscription plan to add a custom-branded smartphone app for iOS and Android. Your clients will be able to download the software from their app stores. You can offer access to the app for an extra fee or include it for free as a part of your services – the choice is all yours.

Your brand name will appear everywhere – even in the link URL.

The platform also offers white label agency fulfilment services like Facebook Advertising, Social Media Posting, and Google Advertising.

11. 24/7 Support

HighLevel support team strives to provide the best customer experience to their clients. They’re available 24/7 and offer worldwide support for just about any issue you may experience with the platform.

You can contact the service by phone, email, or live chat. They even have concierge migration services and can import your previous marketing tools within the platform.

Level Up

Streamlining your sales and marketing efforts is guaranteed to boost your success. As a business owner, it’s your job to ensure communication with clients, lead capturing, nurturing, and deal closing work in your favour.

HighLevel is a platform that can help you do just that. This all-in-one system, built by marketing experts, offers all the features and tools you need to finally get your sales and marketing strategies in place.

If you’re unsure about the installation process, Automation Agency can help. We can set the system up for you and assist you in learning the ins and outs of its processes. If you’d like a hand in scaling your business and streamlining your sales and marketing efforts with HighLevel, visit our website or schedule a demo.

About the author 

Carl Taylor

Carl Taylor is the Founder & CEO of Automation Agency. For the past 10 years Carl has been building businesses and marketing them online through the use of Sales Funnels, Email Marketing Automation, Landing Pages, and Wordpress Websites. Carl is also a #1 author and highly sought after speaker and consultant whose work has impacted thousands of businesses across various industries worldwide.

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