The Agency Hour
The Agency Hour is for digital agency owners like you who want to start, grow and scale their businesses. It’s like hanging out with friends while getting a masterclass in how to tackle the most significant obstacles you’re facing as an entrepreneur.
The Agency Hour
A High Level View of HighLevel
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
We're generating leads. And what does that mean? A lead comes to a site, fills out a form or a Facebook lead ad form, and an email goes to our client with that information. And that's it. And we're sitting here like fingers crossed, hoping they know what to do with that. And when you think about it, if you think it in terms of a med spa, they're used to people walking in the front door ready to book an appointment, right? That is way different than a lead that you you sourced or earned off of uh a Google ad or a Facebook ad. And so it was just shockingly obvious this disconnect. And it was like, okay, how do we fix this?
SPEAKER_00If you have a vision for the agency you want to build, then we want to help you build it. Welcome to the Agency Hour Podcast, brought to you by Agency Mavericks.
SPEAKER_02Hey uh who the hell are you and what are you doing here?
SPEAKER_03Hey, so I'm Chase Buckner. Uh, I work for a company called High Level. And uh wear a bunch of hats over there, but it gives one of the hats I wear gives me the opportunity to chat with awesome communities like this about what we've got going on.
SPEAKER_02See, I had this theory for like the last 18 months before I actually started using high level, which we'll talk about. I had this theory that you were the that the high level was you. Like I thought this is a guy named Chase who's got this software called High Level. And and he's like, I just thought it was you in your basement just doing everything because you are everywhere, dude. Like, I cannot turn the internet on without seeing Chase in my feed. But of course, it's not just you. Uh there's like 8,000 people working there now, is that right?
SPEAKER_03Uh no, no, that's uh definitely by design. So um we have three founders uh Sean, Clark, Robin Alex, and Varun, who's our CTO. Um, two of them are engineers, one of them is a former agency owner. So we feel like we we really come from uh the world of our customers and and are pretty tough to beat when you combine us all together. We've got, I don't know how many employees we have right now, somewhere around 150, I think. Um we're we're actually gonna double in like the next two months. Uh so yeah, we're really excited for 2022.
SPEAKER_02That's amazing. And you guys just raised like six billion dollars in funding or something silly. Is that right?
SPEAKER_03Six billion, yeah, that was it. No, it was uh a little bit less than that, but we were um we've actually been bootstrapped since the beginning. So we we've been profitable all the way along, which is pretty rare for a uh a SaaS company, to be honest. Uh group of folks came along that really got the vision uh that we're trying to do execute on here, and so we looked at it as a great opportunity to sort of achieve our five-year goals and hopefully two.
SPEAKER_02Which CRM are you using at the moment? If you're not using high level, which we're gonna talk about and we're gonna actually give you a demo of, and we've got something amazing coming for you. So stay tuned for that because you're about to get uh you're about to get the keys to the kingdom, ladies and gentlemen. Um, which CRM are you using? Uh James is using Airtable and High Level. Well, there we go. Excellent. If you're not using high level, let us know what you're using. I'm very cute, I'm always curious to see uh what people are using. Um David Elliott is in Australia using HubSpot. And so we're gonna talk about that in a moment. But before we before we dive in and start talking about high level and and demoing it and showing people uh what we've got for them, what were you doing before you joined High Level, Chase?
SPEAKER_03Yeah, so I was running an agency. Um, so I was the uh operations guy with uh at a seven-figure agency that I built up from scratch with a a good friend and partner of mine, um, focused a lot in the medical space. So we did a ton of med spa marketing. We were full service, so we did a ton of websites. I've probably overseen, I don't know, a couple thousand WordPress websites in my day. Um you know, but Lee Gen was really the core of it. And we were on the lookout, you know, we went down that classic journey of like, you know, once you get to kind of seven figures, you've you've kind of got it all down, but you're like, man, if we had like the ideal software, we could take this further. And then it's like, should we build a software? And you know, hopefully you have somebody smart at your agency who's like, guys, uh, does anybody have any idea how much this is gonna cost? And uh luckily we did, and so we did not go down that road. But shortly after we found high level right after it was born, and so um we were one of the first agencies to use it, and through a lot of conversations with Sean, the CEO, uh, I got the opportunity to jump aboard. And so, yeah, that was like uh two and a half years ago.
SPEAKER_02Wow. Now I imagine, like any software, when it first launches, I imagine when high level first launched, that it probably wasn't perfect. It probably wasn't, you know, ideal. It probably wasn't, didn't solve all the problems and was probably a little bit clunky, like most software is when you first launch. In fact, if it's not, then you've launched too late, right? So how did you how did you make that leap of faith to go all in on a piece of software that was as an early adopter that was, you know, probably still in beta?
SPEAKER_03Yeah, it was funny, you know, because we actually found a uh similar at that time software that was trying to do a lot of the same things that ended up being kind of a a scam, to be honest. I mean, I won't name it, but you know, we were we we moved a couple of clients over. They had an event in Florida, so I flew up there to try to really get a grasp of the team behind it. And uh there wasn't really a team behind it. It was just kind of one entrepreneur who who I think took on a little more than he thought um, you know, he was prepared for. Anyway, came back. I'm like, we got to bail out of this. This is this isn't gonna be what we need. And um, someone, another agency owner I met at that event who I was keeping in touch with, I was like, hey, we're we're gonna pull out of this. Are you guys still using it? And he was like, No, we're moving over to this thing called high level. And so I was like, What is that? Show it to me. So as soon as I saw it, I knew, and as soon as I saw the team behind it, again, two engineers and an agency owner. Um, and and you know, when I talked to them about the mission, and it was like, hey, you know, we're building something for agencies, which is kind of the opposite of every other software space, right? Like they try to sell it directly to a small business. And you know, what we all agree at high level is like small business owners are not equipped to set up software. They don't know what they need, they don't know how to set it up, they don't know how to make it work, and it causes chaos in the system for everyone. And so, yeah, like you know, one of the founding principles of high level is like we build for agencies um with agencies in mind. So we're able to do a lot of really cool things that a lot of other softwares don't do.
SPEAKER_02So you join you join high level, and and in what capacity did you join high level? Will you were you always gonna be like, I'm the content education guy? Because that's your role now, right?
SPEAKER_03Kind of. So um, yeah, that's how it definitely started. I basically, when we found high level, I was like, I told our team, um, look, I'm gonna be kind of MIA for a little while because I'm gonna hunker down with this new software, build out our ideal setup, um, and then build out the SOPs for you guys so that you know, every time we need to onboard a client, you guys will have the playbook. And as I was doing that, um, Sean, our CEO, was kind of checking in, like, show me what you've done, show me what you know where you're going with this. And he it was kind of like, wow, you know, we could use stuff like this for all of our customers. Um, so I came aboard really as a content education type of um role, and then just sort of started growing a team, and and now we're really, you know, we we've grown pretty much exclusively through our referral program, through our affiliates. And so in 2022, we're really gonna ramp up, you know, we've done a great job of getting like the social media content machine off the ground, and you know, we're really gonna ramp things up in 2022. So, you know, now I've got a team underneath me, and um, yeah, we're excited to do some really cool stuff next year.
SPEAKER_02Awesome. Now I gotta say, I and I know a lot of people feel this way because I obviously I move in agency circles. Over the last 18 months, I want to say that it feels like everyone's been it feels like the there's the high-level Kool-Aid, right? It feels like people are drinking the high-level Kool-Aid, and a lot of people are like, oh, they're just like a like I've heard in back channels that oh, it's like the whole thing's like an MLM because you can only grow through your affiliate program, and it kind of feels like a J V Zoo thing, right? Yeah. But I know now because I'm inside, and I I know now that that's not true, but I wanted to give you an opportunity to bust that myth to walk us through why the affiliate program has been so instrumental for your growth. And also just to let people know that this is not um an MLM, it's not JV Zoo, it's not Warrior Forum, it's very different. But because I know there have been some very uh aggressive, I've been targeted by some very aggressive affiliates of high level. Obviously, it's not your fault, but um I think I think any affiliate program is, I mean, we've certainly had affiliate programs in the past and we've kicked people out because of that kind of behavior, but um just just just kind of bust that myth for everyone.
SPEAKER_03For sure. So, you know, high level, um, because we're an all-in-one solution, right? We have our feature set is so broad, it does so many things, it's really difficult to have short conversations about what high level is, right? And so in the past, we kind of haven't really tried. So our thought process has always been hey, let's let's serve agencies really well, and then the word will get out naturally. And so um, to give them an incentive to do that, we've got a great affiliate program, right? We pay 40% recurring, and um and and that's just how we've naturally grown. And and sure, there's some noise and chatter on the outside, but we kind of look at it as like someday they'll come around, right? Like as we grow, and it's funny because my team does a lot of cold outreach to try to that's how we got in touch, right? To try to get in touch with influencers in the agency world. And uh, you know, a year ago I got a lot of crickets. Um, but as I reach back like a year later to folks, it's like, oh, you know what? I keep hearing about high level, and that's kind of what we anticipated would happen. Like at some point, people will be more receptive to to really seeing what's going on. And uh, you know, we've got a ton of video testimonials from a lot of our customers that really tell the story um in a way better than we ever could, you know.
SPEAKER_02I'm I mean, I'm a use case there. Uh I think we had a conversation, I don't know, we had a conversation, but like at least a year ago, and uh I was kind of like and we were actually looking at moving to and we were looking to move away from infusion soft back then. And uh we pulled the trigger on HubSpot. We've been with HubSpot for almost a year, and um I am poor now and um can't afford to send my kids to kindergarten because I've given all my money to HubSpot.
SPEAKER_03Um, we love HubSpot, we really look up to them. They're they're a great company, they built an amazing culture. If you talk to anybody who works there, um incredible community and culture that they've done and their software is really top-notch. What's interesting is they seem to be going um skewing enterprise more and more towards Dell Force, which the average agency can't really afford. And so when HubSpot users find us and realize what we're doing and some of the more agency focused, scalable features that we have at our price point, it becomes hard not to at least check it out.
SPEAKER_02Yeah, totally. And I think when you reach back out uh to me, I uh when we reconnected, I wasn't looking for anything. But I think what happened, and we're gonna talk about this. I think what happened is I went looking for, I came across um, we've been growing our sales team internally, right, over the last 12 months. And we hired a guy out of the States who uh recruits for us and also trains our sales team. And he was using a software called Alloware, right? So we plugged in HubSpot to Alloware because the crazy thing is in HubSpot, at you know, like, you know, we pay HubSpot a lot of money. We pay HubSpot more money a year than some freelancers earn, right? And I mean that respectfully. We pay them a shit ton of money. And I can't send a text message out of HubSpot without using a third-party tool like Aloware or Just Call or you know, SMS Click or whatever they're bloody called. So we started using Aloware, and I'm like, there's another 500 bucks a month. And it's so that we could set up this uh what what what Cole Gordon taught us is uh the five-minute metric, which is when someone uh signs up and and joins your email list uh and and gives you their details, you want to try and connect with them within five minutes. And in fact, MIT did this study that came up with this metric that I don't know what the stat is, but they they proved that if you contact someone within five, if you contact a lead within five minutes, you are way more likely to close them into a client than if you contact them in an hour and a half or you know within 24 hours. And so I was I said to the team, all right, how do we do this, how do we do this speed to lead thing and get people on a call within five minutes? And I started researching and I just kept coming back to high levels videos or blog or something or a YouTube video or something. And I was like, So I can do this in a high level, and I think that's when I reached back out to you and said, Hey, can we jump on another call? And then we you should have showed me what, and I was like, this is everything that I can pretty much do in HubSpot, and it's not gonna cost me, you know, tens of thousands of dollars a year. So that's when I pulled the trigger and full transparency. We are now moving. I'm sorry, HubSpot, if you're watching this, I love you. It took me seven years to become a HubSpot customer. I wanted to be a HubSpot customer, and I wore that as a badge of honor, but we're breaking up. And we are moving our entire sales and marketing uh business into high level. So I think um what might be a good idea is to maybe do a screen share and show the people what we can do in high level. I'm gonna I'm gonna share my screen at some point. Do you want to share your screen first and maybe walk us through?
SPEAKER_03Yeah, yeah. I'd love to kind of give the the story of what exactly what we're talking about here because I think it it really tells the it's the tale of the tape for high level. Um, and it's what we really started with, which is that idea of hey, we're in the business of lead generation, right? And so um kind of the natural journey as as I talk about it of an agency is you you learn how to generate leads for businesses, right? And um you get good enough to the point where you're getting them for a really great price. And you're like, man, we're the best med spa lead generate lead gen agency in the country. You know, we'll go up against anyone. We're getting five dollar botox leads, and you're growing, but you're looking at your churn metrics and you're like, why do so many people leave us? This doesn't make sense. What is going on? We're we are the best at this. And when you sit down and you start to look into it, you realize you know, these customers don't know what to do with leads. And then you find the lead study, right? The MAIT study, and it's like you basically have five minutes. And so, you know, we had a really honest conversation with us back at the agency, which was look, we're generating leads, and what does that mean? A lead comes to a site, fills out a form or a Facebook lead ad form, and an email goes to our client with that information, and and that's it. And we're sitting here like fingers crossed, hoping they know what to do with that. And when you think about it, if you think it in terms of a med spa, um, they're used to people walking in the front door ready to book an appointment, right? That is way different than a lead that you you sourced or earned off of uh a Google ad or a Facebook ad. And so it was just shockingly obvious this disconnect. And it was like, okay, how do we fix this? And so the first thing we try to do was to become sales coaches. And that definitely helps, right? We partnered with some folks in the med spot industry, you know, we put together the sales training package that nobody wanted to pay for, and even when they did, the employees kind of like, you know, barely went through it. And uh, so that didn't really work. And then, you know, when we found high level, we're like, we can solve this with software. And so that leads us to what we call the fast five automation, which is what I think we're gonna we're gonna talk about here.
SPEAKER_02I'll I'll share the fast five automation when I screen share because I've actually added a couple of things to it. But I think what would be good is just to maybe share your screen and give people an overview of like the components of high level and the main kind of feature set, and then we can dive into the the uh the fast five. By the way, don't go sign up for high level just yet because we've got something for you a little bit later on in the show. So if you if you're kind of like, yeah, I want it already because Chase has got a great camera and he's got those cool glasses and I just want to be a part of it. Don't sign up just yet. Just wait a few minutes. Let's have a look at high level at a high level. Badoom.
SPEAKER_03Yeah. So, you know, I hesitate to do this because again, you're about to be overwhelmed with what you're gonna see. Um, but I'll walk you through a couple of quick things that I think will give you the idea here. And and the first thing I want to point out before I share my screen is high level's white label. We we've always been white label. You know, we have this internal model of it's not about our logo, it's about yours, right? We want your agency to become a software provider by putting your logo, your branding on the app, and then selling it to your customers as your solution. So this is the inside of high level. Um, but what I wanted to show you was uh I'm gonna go to golawhustle.com. So this is a high-level customer in the attorney industry. And if you went to their site, you would think that they make software for lawyers, right? And so, you know, you come here and you're like, wow, this is great, looks awesome. Um, you'd never know this is high level. And then when their customers go to log in, they go to um app.golawhustle.com. And this is they're signing into high level, but you would never know it, right? You this is clearly something called law hustle. And so just keep that in mind as we go through this and envision your version of this, right? Like whatever you would want to name it, whatever price you'd want to sell it at is completely up to you.
SPEAKER_01And so once you get yeah, just say that again. Just say that again. Whatever price you want to sell it at is completely up to you.
SPEAKER_03Yeah, so you pay us one monthly fee and then you resell it. We don't charge per account or per users, right? So you could literally have 10,000 customers as subaccounts in your account that you charge $4.99 a month each to, and you'd still pay us just $4.97 a month. And so that is nuts. It's a it's a way different. Yeah, yeah. Because again, we're not, you know, um, it's just a different model. You know, we're here to serve agencies, not to try to go sell to every small business on the planet. So if we pop inside, um, this is what we call your agency view, right? So there's basically two layers you have your agency layer and then all the subcounts. And so here I'm looking at a list of all the accounts that I have in here, and I can pop in and you know, tweak with their settings and whatnot. But the point I want to make here is that everything we do is to help agencies scale. And so when I get a new customer, which Troy's gonna talk to you about because again, he has a gift and I don't want to spoil the surprise. But essentially, when I go spin up a new customer, I'm not starting from scratch, right? I'm grabbing one of my snapshots, and this process actually gets automated so that when people log in, they see things there that are pre-built, right? And I'm not talking about like I'm talking about everything. So from custom fields to the forms that those fields are in, to pipelines with custom stages, to web pages, funnel pages, um, automations, all already built and launched into the new sub account. And so when you think about, at least when I think about how we used to onboard clients and how long it would take, um, it's just night and day such a game changer because now you're onboarding clients in in minutes, really. And so um, if we hop into a subaccount, uh, so imagine this would be one of your clients' uh subaccounts. We've got a dashboard here, we can see where people are at in the different funnels that we have that are all custom. It's gonna show you the value that's sitting in the funnel, the rate it's converting at, all that great stuff. Um, so that you can literally go back to your customers and report true ROI. And this is really interesting because we integrate with your Facebook ad account and your Google ad account. And because you're gonna set up your pipelines in here, right? You've got um your opportunity boards or your pipelines. Because we see this, we know if a sale actually closed or not, and then you can tell the system the value. So a lot of our competitors can tell you, yeah, the cost per lead, right? But we can tell you the cost per lead, the cost per booking, the cost per sale, and a bunch of other metrics because we see the whole pipeline as well. So pipelines, you know, contacts, it's a full CRM. Um, but what's really cool is, and I think is what we're we're gonna get to here is conversations. So conversations are our consolidated stream of everything from email, two-way SMS, Facebook messages, Instagram DMs, uh, Facebook reviews, Google reviews, Google My Business Chat, um, WhatsApp in like two weeks, and on and on and on. So your customers literally only have to do one thing, right? You basically train them to come in here and it's like, hey, if you see an orange dot, somebody's talking to you. It could be from email SMS, who knows, who cares? Talk to them, right? And so, you know, there's actually a mobile app where they can do this as well on their phone from you know, right out of their pocket. And uh, so this is really the magic of it because everything flows into here, right? So I can see like these different icons, like uh that was an email, this is a phone call recording, there's an SMS sitting here, and all this stuff comes into the same place. So it's it's really powerful as a consolidated chat platform in and of itself, but then you add on the automation and the CRM and all the other kind of stuff, and it really uh becomes pretty wild pretty quickly. Um, I don't want to go too crazy, so I'm gonna I'm gonna kill my screen share for a sec, and we can perfect because what I'm gonna do now is I'm gonna I'm gonna share my screen and I just want to give people a little bit of context.
SPEAKER_02We've developed a sales pro. Over the last, I don't know, I want to say sort of three to four years that I've been down this rabbit hole. And pre-pandemic, I traveled around the world. I paid sales coaches. I mean I pay, I've I've spent over $200,000 of my own money learning how to do sales. And that's that's without a word of a lie. I paid one coach $72,000 in it for a year, right? I've studied with you, like you name it, and I've hired the best of the best, right? Presumably the best of the best. I mean, I had at one stage had Frank Kern and Grant Cardone running our ads for us, right? And and they completely fucked it up, but that's a whole other story. Um and so I don't even get me started. Um I I've I've worked with the best people on the planet when it comes to sales and and and specifically when it comes to agency sales, right? And I've and the reason is because what I've learned myself is that you will never go hungry if you if you understand sales, right? If you understand the sales process and you actually have a process for taking strangers and turning them into high-value clients, you will never go hungry. And so it was just, I remember eyeballing myself one night in the mirror going, I because I could remember, I remember thinking this is gonna be a shit ton of work, and it's gonna take you at least a couple of years, and it's gonna cost you a lot of money to figure this out. And I remember eyeballing myself in the mirror one night going, yes, but this is gonna be an asset and a skill that you're gonna have for the rest of your life, and you can teach your kids, right? And also I can teach, I also can teach my customers. So I've I've been so deep in this rabbit hole. Like I'm I'm looking forward to coming out, right? Because I feel like I've been in the bunker for the last few years figuring this out. So the point is we've built this sales process that works. A sales pipeline is only as good as the sales process, right? A sales pipeline is a visualization of your sales process. Without a sales process, a sales pipeline is a fancy campan board. So the sales pipeline that I'm about to show you is built on a sales process that works, right? Uh, the other thing I'm gonna show you is are the automations that we've built. Now we've only ever uh we've only ever given this to our clients in Sales Accelerator or Mavericks Club before, right? Sales Accelerator is a $6,000 program. Mavericks Club is is a five-figure investment, right? So what we're doing now is we are what I'm about to show you, we are making available to anyone who signs up to high level using our account. And yes, we do get paid an affiliate commission. I'll let you do the math. It'll pay for the expensive organic coffee beans that I like to drink, right? The affiliate commission is not going to change my life or put my kids through school, but it's a nice to have. The most important thing for you guys is that two things, you're gonna get a 30-day trial instead of a 14-day trial. And everything I'm about to show you, you're gonna get hot loaded into your account.
SPEAKER_03Going back again to the age the lessons I learned in the agency world is you gotta show your homework, right? It's like middle school. You don't get full credit unless you show what you're doing along the way. And that goes so far with clients, and most agencies aren't doing it. So if we go back again to think about what we were doing, we were spending all this time generating leads, which is equal, ended up being an email going to them with some information. Flash forward, you know, and we're gonna talk about what the Fast Five does. But the end result of that is a packed pipeline, and they log in and they're like, new leads can see. Well, look at all these people these leads, hot leads. Holy smokes, these are people that have responded to the automation in the Fast Five. We should we need to hop on these and respond. Um, booked appointments, right? We all know in this world that the you know, a booking of some sort is pretty much always uh a stage in the pipeline to a sale. Booked appointments, um, you know, sold services, and then from there on whatever you want in your pipeline. But the point is your clients can log in and see it. And when they see it, it will it will carry you through times when campaigns aren't even performing well because they can just see what's going on and and wow, okay, this is gonna work. I the numbers might not be exactly where I want them yet, but I can see there's stuff happening here, and I know where this is gonna go. And so the power of pipelines is very underrated, and and I don't think most agencies are giving them to their clients.
SPEAKER_02Um, now full transparency, what I'm about to show you is a piece of the puzzle, and it's a really it's gonna save you a it's gonna save you so much time uh by just taking what we've built for you. It's also gonna raise a bunch of questions, and I just want to be completely transparent with everyone, right? First of all, we are not high-level tech support. Their support team are amazing. If you have any questions about high level, then go talk to the support team at high level because they're amazing. Yeah, we got you. Don't worry. We have a couple of training videos that we've made that help you understand uh how we've built what we've built. However, if you are not in Sales Accelerator or Mavericks Club, please, I just want to manage your expectations. You're not gonna get all of the training for our entire sales process and all of our sales scripts and all of our templates. That's just not gonna happen because we reserve that for our highest paying clients, and that is fair and just, right? What I why I'm giving you the guys this pipeline is because I see this conversation happening every single day of the week about which CRM and how do I set up my pipeline. And I, you know, don't have, and I I've I've just discovered what I think is the holy grail with high level. Everything I've learned over the last three years, and now rolling it out in the high-level platform. And I've spent a Emily and I have spent a crap ton of time building out these automations. Chase has spent a heap of time training us and getting us on board. I just want to give this to you guys to get you moving in the right direction and to put a full stop after this conversation. Like, here's the CRM you should use. Start using it. When you get stuck and you want to ramp up your sales, come have a conversation with us and we'll actually coach you through the process, right? So here I'm gonna share my screen. Now, this is a demo account that I'm sharing you, sharing with you, right? This is not our actual um high-level account because obviously I can't share details of our customers. However, this is a demo account that we have, which is with this is like a templated account that we've built, and you are going to get, apart from the contacts, obviously, you are going to get everything that I'm about to show you, you're gonna get if you sign up uh with our link, which we'll give you in a moment. Now, Darren Craig in New Zealand said, damn, just bought the Black Friday deal for Go High Level the other day.
SPEAKER_03Nice. Well, hey, Darren, hit me up. Chase at gohigh level.com. We'll see if we can uh see what we can do for you.
SPEAKER_02There we go. Look at that, Darren. Uh, good stuff. So this is the dashboard. I've got some dummy data in here. Um I also built, I built something, uh, Chase, that I'd love to debate with you. Um, I make an assumption that anyone who responds to uh an email or a text message, which I'll show you in a moment. Anyone who responds, I automatically create an opportunity for them, right? And in my world, that opportunity is a minimum of $6,000. I think it's a $6,000 opportunity. If I'm having a conversation with someone, it's a $6,000 opportunity. Now I know a lot of people might say, well, that's presumption and it's too optimistic. Why I do that is because I'm curious to measure the efficiency and the effectiveness of our automations and our outreach. If I end up with a whole bunch of opportunities in my pipeline that never convert, then I can go look at that and say, right, what do we need? How do we target better leads in the first place so that I can move those opportunities through? Have you seen other people do this?
SPEAKER_03For sure. So there's that, and then when you're talking about your clients, you'll often use the average lifetime value value, right? So um, but what I would add to that is what's important is that you build in an automation, and we have a recipe that you know we can talk about later where it looks like this. Well, what I love to do is let's say we're talking about a dentist or someone at a meds bar or whatever. The system knows when the appointment is, right? So what we do is we automate after the appointment, let's say 20 minutes later, half an hour later or something, an email to the person who's running whatever that booking was that dynamically has the information from the appointment. And imagine it's like this Hey, Dr. Bob, how did the appointment with Chase Buckner go? And then there's a link for every possible outcome. Oh, he didn't show up. Uh he showed, but he didn't buy, he showed and bought. And then if he clicks showed and bought, it takes him to a form with Chase Buckner's information pre-filled in, and all they have to do is put in the value. It says how much did you sell? Or what was the amount of the sale or whatever. If they put that in, then boom, the system will automatically take care of the rest. The reporting trues itself up. Now you've got true ROI being calculated back to the ad campaign. And I'm there's just not an easier way to do it. So, yes, the front end of the pipeline is like best case scenario, but you definitely want to try to true it up.
SPEAKER_02Wow.
SPEAKER_01I love it.
SPEAKER_02I didn't even know you could do that because I'm new to high level, right? And it is the matrix in here. So I didn't even know you could do that. Uh, let me show you a couple of things that we've done. First things first is uh we built a sales pipeline, right? And so what I'm gonna do is just walk you through, you'll see here uh a couple of things. With high level, you do need to integrate with either MailGun for sending email and uh, you know, something like Twilio for doing text messages and calling. Um, so I'm not gonna go too far into that, but this is just a message letting me know that I need to get a phone number, which I'm not gonna do in this because it's a demo account. So here's the sales pipeline that we have built for you guys. These are leads that are coming in from a range of different sources, right? And these leads are to be qualified. I don't know if they're any good right now. So what we do, and I'll walk you through this in a moment, is we do some outbound to qualify these leads. Adam Silverman, I hope you're watching. We do some outbound to qualify these leads. Once we've qualified them, we book them in for what is known as a triage call. We call it a clarity call. It's a triage call. It's basically a 10 to 15 minute call. We want to figure out, you know, if they're a lead that we can actually work with, if they have a problem to solve and if they have a budget. If they don't turn up, we stick them in uh in this um, in fact, you can automate this, but uh, we just stick them in the triage no-show column because they haven't turned up. I want to see how many triage calls don't turn up. If we have the call and they're not right, we put them in disqualified. If they are right, we book them in for a strategy call. And you'll see some leads coming here in the strategy call. You'll also see the the columns are being totaled up uh automatically. If they don't turn up for a strategy call, they end up in no show. Uh, if they're not qualified on the strategy call, sales have determined, well, that lead came in. Marketing said they were qualified for a straight for a sales call. I'm a salesperson, this person's not qualified. We put them in the unqualified column. What's the difference between unqualified and disqualified? Marketing has determined or pre-sales has determined that this lead is not qualified. Whereas here, sales has determined if I get a lot of people in unqualified, I want to go back to my triage process and go, hey, are we qualifying these people okay? Because there's a lot of unqualified leads coming through, wasting our sales resources. Then we have agreement sent and follow up. And then if we win a deal, for example, I literally just pick this up and I drag it into one lost or abandoned, right? And then uh, you know, that's how we measure a one deal. So here's here's the pipeline at a very high level that has been set up. Again, when you get this loaded into your account, we do have some training videos to walk you through it in some more detail. But I just wanted to show you what we've set up for you is this sales pipeline based on our sales process. There's a couple of other things that we've set up. One is some calendars. So this also replaces calendarly, which is amazing.
SPEAKER_03And the calendars, real quick, Troy, before you move off of your pipeline. You pointed out I love this, right? Everybody builds their pipelines differently, and we love that. And it goes back to a lot of times we'll we'll get this question of like, well, if high level is so amazing, then you know every agency is gonna end up using it, and then how am I gonna sell against you know, my competitors who are selling the same thing? And we always say, no, no, no, think of high level as an operating system. You build your process on top of it, and then you sell the whole thing as your unique system, which it is once you build your process on top of it. So, what Troy built here is likely different, like you might have different stages in your pipeline because you teach your clients to do things in one way or you do things internally in a different way. It's completely up to you. But our goal is to build something flexible enough for you to build whatever you want and then boom, instantly redeploy it for the next time you need, you know, you get a customer of that type or whatever. And uh, I saw Angie through her uh white labeled homepage in the chat there, which looks awesome. TradeLink.pro. Um great work on that, Angie. So, yeah, think of it as an operating system that you mold and make your own, and then you resell it as not just the software and not just services, as a system.
SPEAKER_02Correct. Um, a couple of other things I want to show you before I get into the automations, calendars. So this replaces calendarly, right? It integrates directly with Google Calendar. I'll just show you in my calendar settings here. Uh, you can have different teams. I won't go into too much detail here, but I've got two calendars set up here. One is a meet and greet call, which is my triage call. And the second is my growth plan, which is my sales call, right? So this replaces calendarly. If I was going to book someone in, for example, this just kicks open a white label page with my calendar and my times there, right? And then I just book people in and they automatically go into my Google Calendar, right? So we've already got those calendars set up. And that's important because some of the automations that we've built are based on these calendars, right? So let me show you some of the automations. I'm not gonna go through all of them. I will go through the fast five in detail, but I'll just walk you through a couple of the others. If a customer replies to an automation, we're automatically gonna create an opportunity for them. Okay. And that opportunity gets put in this column here. So someone, we we send an outbound text, they respond, it's automatically gonna create an opportunity in this column here to be qualified. Uh, the the FAS file we'll come back to. Triage call no show. So if someone doesn't turn up for a triage call, it's automatically gonna send an email. I think it automatically also sends a text message. In fact, let me just show you what this looks like. Um, if someone doesn't turn up for a triage call, so opportunity has been moved to triage call no show. That's what happens. We just drag it in the pipeline, which is one way to do it. Uh, we set a task for the salesperson to follow up in a couple of days. We then wait a minute, we send a text message saying, hey, I just tried to call. Uh, you know, are you okay? Is everything okay? We're scheduled for a call, wait three minutes, then email, wait a day, email with a follow-up with a calendar link, wait two days. If they don't respond, then the opportunity has been abandoned, and we just change the status of the opportunity to abandon, right? That's just an example of what the automation looks like. In the pipeline, what happens here is you'll see Enya has a that deal has been abandoned because she just has she didn't turn up and she hasn't responded. So maybe she's fallen over, maybe she's changed her mind, maybe she's moved into state, who knows, right? So let's go back to the automations again. I'll just I'll just walk through a couple of the others and then I'll dive into the fast five. Once we, once if I'm on a triage call with someone and I book them in for a strategy call, it's automatically gonna move the opportunity in the pipeline to the strategy part of the pipeline, and it's automatically gonna send uh an the email reminders, right? Uh in fact, I think I've I think we built this out. Here we go. So it's gonna it's gonna move the opportunity in the pipeline, it's gonna wait 10 minutes, it's gonna email them some homework and a and a case study, which obviously you need to fill in the blanks here. Uh, then we wait until this is, I love this. This is blows my mind that you can't do this in HubSpot, but you can do this in high level, right? I can have delays based on wait 10 minutes. I can also have delays based on an appointment time in the calendar with that prospect, right? In HubSpot, I can only, and I don't want to compare high level on HubSpot, but in HubSpot, I can only send an email up to a day before my appointment. I can't send anything 10 minutes or half an hour before my appointment. It just doesn't let me do that, which is nuts. So what I do here is I just send an email a day before the call, I send an email an hour before the call, and I send an SMS 10 minutes before the call, and that maximizes my show-up rates. Our show-up rates on sales goals, I think, are about 83% at the moment, which is like really high. Nice. You know, well, one of the things I've learned is that not only do you need to sell people on you as a vendor, but you need to sell people on your process, right? And not only your process on what you're going to do for them, but also your process internally. Like you need prospects to engage in your sales and marketing process for them to respect you and believe that you can actually solve their problems. So we are we are hunters when it comes to getting people to turn up and giving them a reason to turn up. We build intrigue into our emails. We, you know, we kind of tease things. And uh I think that's where I show up, right? So I think that's why I show up, right? So good.
SPEAKER_03I love seeing stuff like that, especially I see a lot of people get creative with SMS, right? So leading up to an appointment, they'll just automate really fun, conversational, quick questions that they know should elicit a response. And the more responses you get along the way, the more likely they're gonna be to show, right? Because you're building this rapport slowly through an automated system, but you're warming them up and it can have insane results. And I see all sorts of cool stuff. Like a lot of times, people be like, you know, text us here when you're getting to the parking lot or when you see something, you know, outside their building or whatever, like all sorts of creative things that can dramatically change the show rates.
SPEAKER_02Yeah. Uh, a couple of questions in the chat from Tim about um SMS with Twilio in New Zealand. I'm not exactly sure. That's probably a question.
SPEAKER_03Yeah, we're we're working on that for you. So WhatsApp is rolling out in a couple of weeks, and that's really going to help a lot of folks around the world that Twilio isn't doing a great job with as far as two-way text. Um and there'll be more to come after that, right? So in the future, we'll have more than just Twilio as an option. Um, but yeah, we're we're always looking for ways to help folks out who are in countries where Twilio, for whatever reason, yeah.
SPEAKER_02So we have we have US, AU, and UK numbers. I think it defaults to the US number for text. And we've, I don't know, we we do two-way, we get we send and receive text messages to our Australian uh customers. So um not sure maybe there's a difference between Australia and New Zealand. All right, let me I want to dive into the fast five because this is um, and I will warn you, be careful because this thing can keep you awake at night, right? True, especially if you've got the app on your phone, right? This thing can keep you awake. So let me walk you through how this works. And this really can't, I'm not gonna give credit to Chase here because I said to Chase, I know this is possible, man, and I know this can be done. I'm just not exactly sure how to do it. He's like, oh, yeah, you talk about the fast five, let's do it. And so we we we uh we built this. Now, ours starts with a trigger. You can have multiple triggers, but ours at the moment, ours just starts if somebody requests a callback on our website. So we've got a call to our main call to action on our website now is request a call. What I've learned over the last two years is that more often than not, people don't want to jump through a hoop and book themselves into your calendar and answer all of your pre-qualifying questions. They just want to talk to someone. So we're now making it available that people can request a callback and we will do our best to call them, you know, within a very short space of time. Our metric is five minutes. We're not there yet because we're still hiring more people to because we're a global company. If you're just working in one time zone, it would be a lot easier. But we've got, you know, time zones around the clock. So we have Dios are in the Philippines. We've just hired Jesus in California, um, Laura in California, myself and Emily, who's in New Zealand, keep an eye on it. Pete in the States keeps an eye on it as well. Once we get Jesus ramped up and Dios are in the Philippines and we're looking for another outreach specialist, we should be able to do this 24 hours a day, Monday to Friday. So no matter whatever time zone you're in, we'll get to people within five minutes. So what happens is they request a callback, and I think this is just a tag that gets added through Zapier, right? And it could just be a native high-level form on your website. We're just not there yet. But this is just uh whatever, whatever trigger here doesn't really matter. Then what we do is we wait one minute and we send an SMS. Now, I could also in here, I could also, if I if I was just targeting the US, for example, if I was just on the East Coast, I could just say, well, look, all my customers are local. I just want to wait for, you know, between nine and five Monday to Friday, and this will work on the time zone that I've got set on my high-level account, right? So I could say, if somebody requests a call on our website and it's between nine and five Monday to Friday, wait one minute and then send them a text. If it's outside those those hours, don't do anything because we don't want to text people at 10 30 at night, right? And then we send them a text that just says, you know, amazingly says, uh, hey Chase, our robots noticed that you requested a call. Back on our website is now a good time to connect you with a human for a quick chat. So, like we're just calling it out. We're just calling it out straight away. And big props to Pete Perry, one of our coaches here who helped me kind of rethink this these automation messages. We're just calling it out. Yep, it's a robot, but I can connect you with a human now if that's if it's a good time. Then check this out. This blew my mind when you showed me this. Then what we do is we wait for the contact to reply, or we time out after 30 minutes, right? So we wait for them to reply to that. So the first SMS they get is automated. So someone's just requested a callback, they get a text saying, hey, our robots have seen that you requested a call. It's now a good time to connect you with a human. And they reply. If they don't reply in 30 minutes, we just do nothing. Right? You'll be able to see this in the conversations feed, but the automation stops. If they do reply after 30 minutes, sorry, within 30 minutes, if they do reply within 30 minutes, then what we do is high level integrates with the Google Natural Language AI platform, and it we basically look at their response and we look for positive intent. So if they say things like, yes, sure thing, absolutely, now's a good time. If it's a positive intent, we do one thing. If it's a negative intent, we do another thing, right? This is mind-blowing. If it is a positive intent, what we do is we set up a manual call, and I'll show you that in a moment, and that basically just adds a task to this to the speed dialer. If they if their reply is negative, then what we do is we s we just send an You can do a bunch of things here. What we do is we text use all users on the platform to say, Hey there, Chase Bikner requested a callback from the website and just confirm that now is not a good time to call them. Right. So what we want to do is we want to get into the conversations feed. A human takes over and says, Hey Chase, uh understand that now's not a good time for a call. When when would be a good time? And a human actually takes over the interaction, right? Make sense?
SPEAKER_03Absolutely.
SPEAKER_02Great. Um the this here, the manual call, what happens is that gets added if you go into your uh your conversations feed here, which we don't have any because it's a demo account, um, it would be listed here as manual actions. And what happens is manual actions is going to be a whole bunch of names and phone numbers and and uh uh in a power dialer list, and you basically can just click let's start and it'll just start dialing numbers for you. So you can just put your headset on and your hands off, right? You can also filter this by campaign workflow or assignee. And then you just click on let's start and it just starts dialing numbers. So the automation creates the manual action and then and then a human comes in and goes, Cool, I'm gonna I'm gonna call these people. Now, there's a bunch of other stuff that you could do. We just know that this is a really good starting point for us to make contact within five minutes and start the conversation and get a response from the prospect, which is you don't want to try and sell them within five minutes, you just want to get a response from the prospect within five minutes. Make sense?
SPEAKER_03Troy, can I point out can I drop a nugget based on what you just uh explained about the AI feature there? Please for your own business, for all of your clients, if you are not doing database reactivations as the one of the first things that you do for them, this is a golden opportunity, right? Requires zero ad spend, and you leverage what Troy just showed you of the positive, negative attempt, right? So, what does that look like? Let's say you work with dentists. I love this example. You roll into a dentist's office, you're like, hey, can you export your list of past um patients uh or leads or anything that you have? You load it into the system, you shoot them out an email or SMS uh saying, Hey, you know, Dr. Bob just gave me 10 free teeth whitening vouchers. Could I should I put your name on one? And then you let the AI filter the replies. So anybody who replies positively goes into the automation that you do. Awesome. Uh, let's get you booked for a cleaning so that we can do your whitening, your free whitening session, right? Imagine the power of that. Apply it to any industry, your own business, whatever it may be, where you're no longer sifting through to see, you know, did they are they interested or not? Um, you know, because you're blasting out to a huge list, but uh it just takes the next step for you, right? You can even already make a negative reply if you want, but it's an incredible way to kick start a new relationship that requires zero ad spend and hardly any time. And it almost always results in a bunch of wins that just blows the client away.
SPEAKER_02Wow. Uh Sheila Heard, who is watching this, uh, has just launched a dental marketing uh JV joint business in Canada and her business partner in the UK. So there you go, Sheila. Um, Facebook user says, Did someone say there were issues with New Zealand SMS before I go down this rabbit hole?
SPEAKER_03Uh I don't know off the top of my head. Basically, if you go to twilio.com, you can see all the countries where they have full two-way text, one-way text, et cetera. But like Troy's doing, if you do business in the US or whatever, set yourself up as with a US number and you're good to go, right? Um the rates vary, right? If you're calling from a US number to New Zealand or whatever, that's just the cost of doing business. You could see all the pricing on Twilio's site. It's pennies. Yeah, yeah, yeah. It's like fractions of pennies, really.
SPEAKER_02Yeah, that's right. Um, Sheila said we've been using InquiryBot on a client's site. Can we set up this chat to perform similar actions?
SPEAKER_03Um, I don't know. I've never heard of InquiryBot before. But um uh basically with workflows, uh, which Troy was showing you there, you can build all sorts of cool stuff. So you could say, like, hey, if a message comes in and it contains the phrase located or or the word located or the word address or the word whatever, fire back this reply. So you can build bots that listen for things, um, which is a really cool service to provide clients of like, hey, do you guys get the same questions all the time? Um, yeah, yeah, yeah. All the time they ask us about gluten-free, or all the time we get asked about whatever. Oh, great. What are the answers to those questions? We'll automate all this for you. Imagine like the value of that. Again, it's all automated after you set it up and run and uh the first time it just runs, but people are willing to pay a software fee for that, um, which hopefully we have uh some time before we break to talk about those kind of wins um because that will really blow your mind.
SPEAKER_02So you've got chatbot, you you you've you've sorry, you've got a chat widget as well. Harley was got a chat widget you can put on the website too, yeah.
SPEAKER_03Yeah, and that goes back to um the conversation I was just mentioned, which is easy automated software wins that people are already used to paying for, right? So a chat go to any business, and if you don't see a chat widget on their site, that's an opportunity. Hey, I noticed you don't have a chat widget on your site. We can put one on there for you. It's part of our you know software package, it costs $199 a month or whatever, and that's all automated. Um, our chat widget we like to think of as the evolution of chat widgets because most chat widgets, to be honest, are terrible, right? You go there, you open it up, you're like, sweet, you type your message, and then it's like, we typically reply in eight hours. And you're like, what is the point of this? So our chat widget is actually just a gateway to an SMS. So it opens up, it's like, hey, what do you need? You type in your they type in the message, it comes into the system as an SMS. When you reply, it goes back to their phone. So they can leave the site, they can do whatever they want to do. You're still having the conversation. Um, so it's fantastic. And I'll tell you, businesses hate, just like us, hate phone calls nowadays. 90% of them are spam, right? Um, when you set this up and it starts forcing leads in through an SMS channel, they're like, this is amazing. I can scan everything that came in and know exactly what's spam and what's not, automate replies, all this kind of stuff. And so, you know, we have a lot of people that sell the system on that one feature. Hey, what if I turned all your inbound phone calls into text that you could just scan and reply to? And we can automate the replies to half of them.
SPEAKER_02That's cool.
SPEAKER_03Yeah, yeah, really cool.
SPEAKER_02That's very neat. Um, all right, cool. So uh we're almost out of time. I uh I don't think there was anything else I needed to show in the snapshot, um, except uh actually, there is, is there, is there, do I want to show there is one thing I think we added. So we're we're adding things to the uh the snapshot. Here we go. Let me just come back, let me just get my screen back on. Uh thank you, Max. Um, so there's a core booking form uh that we've built so that when you are on a triage call and you book people into a strategy call that you book them in through that core booking form. And there's also something that we're so we're we're gonna be adding things to the snapshot over time. Um and one of the things that we've we've built is a an intake form for selling a digital roadmap, which is but basically a paid discovery workshop, selling a digital roadmap session uh to a client. One of the things in that process, I was like, huh, we need to get the details into the CRM. High level is our preferred CRM. So I'm just gonna build a form which is, you know, fairly um fairly white label, but the client's never gonna see this, right? So that kind of doesn't matter if I just show you this form here. The client's never gonna see this. It's just for internal purposes, kind of looks like this. Uh, you know, client details, primary contact. You fill those details in there, hit submit, it'll automatically add them to high level CE. You've now got their contact details in high level, and then we've got all their details to run a paid discovery workshop. So as we're building things out, we're gonna be adding things to our snapshot. But essentially, what you're getting now is the pipeline, the automation, and the calendars built in. So this will replace whatever sales pipeline software you're using, or if you're not using one, this is gonna give you pipeline software. It's gonna give you all the automations that you need for that sales pipeline, and it's gonna replace calendarly for you as well. Uh, we've also built in the email reminders and the SMS reminders. All you've got to do is come in and fill in the blanks and season it to taste. This is only available for people who sign up with our link, which I believe someone's gonna give you now. Uh, I think it's just gohilevel.com slash troy dash dean. There we go. Go highlevel.com slash troy dash dean. Um, if there's any, once you sign up, if there's any queries with the with the snapshot or anything, then just reach out to the team uh and make sure that you get that snapshot loaded into your account. Have I missed anything here, Chase?
SPEAKER_03Uh James had a good question. How do we update snapshots if we have an older version? So what Troy will do is when he does put an update into it, he'll communicate with you all that, hey, you know, V2 of the snapshot is ready, we're gonna push it tomorrow at this time or whatever. And so he can actually push the update straight into your account. And then the next time you use the snapshot, so like you go load up a new sub account, um, use it, all the new stuff will be there, and then you can just move it between your sub accounts like that. So inject the update. I didn't even know that. Yeah, yeah, yeah. Really cool.
SPEAKER_02Wow, I didn't know that I could push the snapshot into those accounts.
SPEAKER_03Oh, where do you go to do it? Because when you go to do it, it'll ask you to be like, here's everything that's in it. Do you want to push all of this or just pieces of it? So like you have all this cool control over what you can inject into people's accounts that have your snapshot.
unknownYeah.
SPEAKER_02Is that gonna now you just explain? Is that gonna break what they've currently got?
SPEAKER_03No, so like it updates the snapshot, but it doesn't update any of their sub accounts. The next time they deploy the snapshot, the new stuff will be in it. So that's why I like to. If I know Troy just updated a snapshot, I'm gonna go create a dummy location, use the snapshot, check out what's in there, and then transfer it into whatever other sub accounts I want to use, the new stuff.
SPEAKER_02Got it. Okay. Awesome. Um, Chris, so I don't know, should you wait till you join sales accelerator? Well, I mean, you probably get a bit of a head start if you start using high level now, so that you by the time you do join sales accelerator, which I know you're planning on doing early next year, then you've kind of got that done. Like you're already there, you understand that, and we're just gonna probably speed up the process. Um, you can definitely use the snapshot that we're giving you now without uh Sales Accelerator or Mavericks Club. Sales Accelerator and Mavericks Club just gonna give you a whole bunch of coaching and training and templates and scripts, it's gonna help you accelerate that. That's why it's called sales accelerator. Um, but what we're giving you here in Snapshot is the software infrastructure that you uh that will really help you deploy this. And um, and as as Chase says, like you, you know, if you're in the business of generating leads and helping your clients sell, then you can use the snapshot that we've built for you and you can deploy that into as many subaccounts as you like, and you can white label it and claim it as your own, which I know Sheila Heard um at Patient Boost are already doing in the dental marketing space. So um, yeah, connect that dot before we finish.
SPEAKER_03Let's go back to the world. If you are generating leads for people and just allowing that lead to be sent in an email and hoping they know what they're doing, or maybe you're sending a spreadsheet of all the leads at the end of the month, scrap that. Think about what Troy just showed you. The odds of your client getting back to that lead in five minutes are zero. What Troy just showed you is every lead gets an email, a text message, a voicemail, all sorts of other stuff within the first five minutes. It's night and day. Now you're no longer selling leads, you're selling appointments, essentially. You're selling lead, you're selling people replying to leads, you're selling booked appointments. It's a it's a completely different world than selling leads. And so um, if you took nothing away from this, take that. Those first five minutes, if you're not solving that for your clients, I guarantee you they'll churn. We've worked with tens of thousands of agencies at this point, and the churn rate is is bad. It's 60% plus, to be honest. Um, if you start automating lead nurture for them, they stick because they don't have to do the work that they don't know how to uh that they don't know how to do. Now they're just having sales calls, and uh it's a whole different world.
SPEAKER_02Um here's one thing, here's here's one little C-O on a plant for people who might be on the fence about Sales Accelerator or Maverick's Club. I've built an automation with another um colleague of of of ours that we won't mention, Chase. Um I I've got this ridiculous, unlimited access to one of the largest lead databases on the planet, which primarily comes from LinkedIn and then does some double verification of email addresses. I'm currently, I'm currently generating 25, and I've I've capped it at 25 a day because I don't want to, you know, I don't want things to blow up. I'm currently generating 25 cold leads a day and piping them directly into my high-level account with a double verified email address. And I think probably about 60% of those also have a phone number that's coming in. I haven't touched them yet. I'm talking to my sales team and I'm like, now we're having a conversation about a message to put in front of these people because they can see the leads. I'm doing a little bit of automation with LinkedIn and just touching their profile and stuff, but I'm not actually picking up the phone and calling or doing a whole bunch of outbound, you know, hard, hard kind of outbound because we're still thinking about the message that we craft. But if you can imagine the power of what I've showed you with the Fast Five and generating cold leads, 25 cold leads a day, like that is just now that you have a sales capacity problem, right? I spoke to one of my sales guys recently and he's like, dude, how are we gonna do with that volume? I'm like, I don't know, but this is a good conversation to have, right? Like, leads are not the problem. Leads, lead gen is not the problem. Everyone's like, oh, you know, I need lead gen, I need leads. No, no, no, leads are not the problem. What you need is a process for taking strangers, warming them up, and turning them into a client. Yeah, leads are not the problem.
SPEAKER_03Leads are gonna be a commodity, right? Facebook and Twitter and LinkedIn, these companies are hell bent on making it so self-serve to generate leads that anybody can do it.
SPEAKER_01That's right.
SPEAKER_03Clients think they want leads, they don't want leads, they want sales conversations, right? They want customers, and so you can automate that now. Software can do the work for you. You need to get creative with it, right? You need to work with somebody like Troy who knows, you know, the process, like you described, warming somebody up, things you should say, things you shouldn't say, when you should say them, when you shouldn't. Um, but the system is there for you to mold into your machine. Um, Candace had a question: is there any caps on how many internal team members can have access? Nope. We don't charge per seat, we don't charge per list size, we don't charge for any of that. It's just a flat fee to us. Unlimited subaccounts. 297 or 497, you get unlimited subaccounts, unlimited users, unlimited list size.
SPEAKER_02What's the difference between the 297 and the 497?
SPEAKER_03Um, 497 is what we call pro with SaaS mode. And we didn't get into SAS mode today, but Troy, I'd love to do this again in the near future to talk about that kind of stuff. Um, but basically, it's the automated software features bundled up so that you can literally sell it as software. So imagine somebody goes to your this is what I love. Hey, so and so, you came to me because you want lead gen. You think you want leads? We are the best at lead gen. Don't worry about that. Not only that, we're gonna we have this software, it's gonna put them right onto your calendar. Does that sound amazing? Yeah, it does. Great, it does a bunch of other cool stuff too. First step, let's get you signed up for the software. It's $2.99 a month. Go to our sales page, put it in your credit card, it's gonna create your account, send you your passwords, all that good stuff. Then I'm gonna add on your lead gen package, right? Boom, great. And that's it. So now you're running two charges, your services and your software. Because what happens is when the day comes, and I promise you it will come, I hate to break it to you. When they're like, hey, we don't need Facebook ads anymore. You're like, cool, no worries, we'll shut that off, but they're still paying their $2.99 software utility bill and they'll pay it forever. Um, so whole different conversation, other which I'd love to have with you guys soon. But um, that's the benefit of the 497 Pro Plan is that you get access to all that automated that so that whole thing happens automated, um, where they can just sign up and be on a subscription and you don't have to do anything.
SPEAKER_02Love it, love it. We'll definitely get you back for uh for another call there. Jaden is already setting up his account. Um, final question here. Anonymous Facebook user says, Can you give me an example of how to use this for a recruiting client?
SPEAKER_03Absolutely. I mean, if you just apply what we're talking about, the software's there to mold as you see fit. So um recruiting, right? Tons of cold outreach. Cold outreach is a, you know, we've got so many prospecting coaches within our community that can that help with, you know, again, the messaging, what to say, where to prospect, LinkedIn, you know, getting leads from LinkedIn into high level, all that kind of stuff. But then it goes back to just what we're talking about, right? Getting messages in front of people, waiting for replies, using AI to see what's in the reply, um, but not just relying on one channel, right? It's gotta be omnichannel in today's day and age. It's gotta be uh email, it's gotta be text, it's gotta be voicemails happening. We have a call connect feature that we didn't even talk about where we actually call the business. If they answer, it says, you know, you have a new lead. His name's Chase Buckner. Press any key to connect. If they press a button, we call the lead, we bridge the call for the lead answers. Amazing stuff like this that you can mold again into you know your own strategy. But the point is it's no longer omnichannel, it's gotta be SMS. If you can, um, the you know, conversion rates on SMS are just so much higher than email. Um chat was your site, catching catching traffic that's already coming that you're not like Google My Business Chat, we didn't even talk about, but uh you know, it any industry really.
SPEAKER_02You could also use this to capture recruits, like candidates for roles, and then put them into a fast five automation to you know, like be the recruitment because recruitments sell talent, right? So you could use a fast five automation to be the recruitment agency that just loves your candidates so much that they just come with you, right? So you could, yes, you could use this to attract clients, recruiting clients, but you could also use it to attract recruiting candidates.
SPEAKER_03Totally. And you can do uh, you know, look, pretty much every business has like a filter step, right? You need to know if this is the right type of leader, the right kind of type of candidate. And typically that's like, hey, I'm gonna send you a form, please fill it out. And yes, you can still do that, and you can build surveys right in high level. And again, continue to nurture people if they haven't filled it out in X amount of time, and that's all great. What about the next level, right? What about doing it conversationally through SMS? Let me ask you a question, and then have a you know, a workflow that looks for the reply. Did they did the reply contain this or this? And like you can literally build a conversational filter survey. Um, things like that are like really where people are are pushing the boundaries of things. And the again, the conversion rates through SMS are so much higher than through email and forms. Um, so there's a million ways to get creative, but that's what we love about it. We love to to again give you the OS and then see what you guys do with it. And uh you guys continually blow our minds.
SPEAKER_02Yeah, yeah. Uh couple of questions here. Pipe drive, yes, high-level replaces pipe drive and Jaden. There is a forms feature, it's under sites. Once you're in, go to sites, go to forms, and then you can see uh the forms there. All right.
SPEAKER_03Hey, uh this has been survey builder. We have a zap in the zap store. So if you need to bring data in from anywhere, you can bring it right in through Zap here. And then there's also the webhook step in workflow. So if you ever want to move data out, which is really cool. When when Troy was showing you like a process pipeline, people do this all the time. Gets to a certain stage of the pipeline, webhook out to DocuSign or whatever you use. Once documents signed, zap back in, move them in the pipeline, and boom, the process continues right on. So really cool stuff you can do with moving data in and out.
SPEAKER_02Yeah. Uh William David Wood um email chase at highlevel.com. Uh, he signed up last week, uh, wants to know how to get the snapshot. So email Chase, and I'm sure they'll figure it out. Also, the zap and the the app and the zap are called lead connector, and they're completely white. You can white label them too for an extra fee, right? You can white label the zap in the app, which is amazing. Yeah, yeah. Absolutely. Hey, dude, this has been awesome. This is gonna be the first of many, I'm sure. Um, and uh um we're gonna get you back to talk about Sassmo, and we're gonna get you back uh over the coming months to talk more about stuff. This has been amazing. You're talking at Dude Fest. I'm talking at Dude Fest with Chris Martinez. Uh, I'm coming up in a couple of hours. When's your talk? Tomorrow. Awesome. Cool, cool. All right, Chase Buckner, thanks for being a part of it. It's good to finally have you here, and it's good to be part of the high level family. I've drunk the Kool-Aid. I'm here. Um, gohighlevel.com slash Troy Dean. Troy-dean is the link to go to to get our snapshot in your high level account. Um, any questions, reach out to the high level support team and they'll look after you. Chase, thanks for being a part of it.
SPEAKER_00Thanks for having me. Thanks for listening to the Agency Hour Podcast. Subscribe at Apple Podcasts, Spotify, Pocket Cards, Audible, and wherever you like to listen. You can catch all of the agency hour episodes on our YouTube channel at youtube.com slash agency members. Or you can get involved. Check out our free digital mavericks Facebook, where we broadcast these episodes live throughout the community every week, along with a ton of free channels. We'll see you next time.