HighLevel Review 2024 - My Honest Opinion (Marketing Software)

Adam Erhart
8 Jun 202205:52

Summary

TLDRThis video introduces 'High Level,' an all-in-one digital marketing platform designed to streamline agency operations. With features like CRM, email and text automation, funnel and website builders, and more, it offers a scalable solution at a low cost per client. The software facilitates lead generation and sales with automated workflows, including AI-driven text responses and call automation. Viewers can access an extended free trial and learn how to leverage High Level for their own marketing needs.

Takeaways

  • πŸ› οΈ The video introduces 'High Level', a digital marketing software that's been used for years to create profitable and automated marketing agencies.
  • πŸš€ High Level is an all-in-one sales and marketing platform that can be white-labeled and resold as one's own software.
  • πŸ’Ό It is particularly useful for both beginners looking to start a digital marketing agency and professionals looking to scale their existing agency.
  • πŸ“ˆ The software offers a wide range of features including a built-in CRM, email and text automation, funnel and website builders, social media scheduling, and reputation management.
  • πŸ’° High Level's pricing model is agency-friendly, with a flat monthly fee of $297 allowing for unlimited clients, users, and contacts.
  • πŸ“Š The cost per client is significantly reduced as the number of clients increases, making it an economical choice for scaling agencies.
  • πŸ” The software is demonstrated with a use case of generating sales and leads for an agency's own website, highlighting its capabilities in lead capture and conversion.
  • πŸ“² High Level includes a two-way SMS conversation feature, allowing agencies to engage with leads via text messages, which can increase the chances of closing a lead.
  • πŸ€– The platform uses AI to interpret text replies from leads, automating the follow-up process and potentially booking sales calls more efficiently.
  • πŸ“Ή The video provides a demo of the workflow automation, showing how leads are managed and nurtured through automated steps, including call connect and ringless voicemails.
  • πŸ”„ High Level's workflow automation ensures immediate engagement with new leads through multiple channels and creates an automated path to convert leads into sales calls.
  • πŸ”„ The platform is white-label, allowing agencies to rebrand and offer the software's capabilities to their clients under their own branding.
  • 🎁 An extended 30-day free trial is offered for those interested in testing High Level, with a link provided in the video description.

Q & A

  • What is the main purpose of the software discussed in the video?

    -The software, called High Level, is an all-in-one sales and marketing platform designed to help create and scale digital marketing agencies with features like CRM, email and text automation, funnel and website builders, social media scheduling, and more.

  • Why is High Level considered beneficial for both beginners and seasoned professionals in digital marketing?

    -High Level is beneficial for beginners as it provides a comprehensive tool to start and grow a digital marketing agency, while seasoned professionals can use it to scale their agency efficiently without the stress, thanks to its automation features and scalability.

  • What is the pricing model of High Level, and how does it benefit agencies?

    -High Level operates on a monthly fee of $297, with the ability to add as many clients, users, and contacts as needed. This model benefits agencies by reducing the cost per client significantly as the number of clients increases.

  • How does the High Level platform enable white labeling and reselling of its software?

    -High Level allows users to white label the platform and resell it as their own software, providing flexibility and the opportunity to rebrand and offer the tool under their own name and brand.

  • What is the significance of the drag and drop builder in High Level?

    -The drag and drop builder in High Level allows users to easily create websites and landing pages without needing coding skills, making the process of building a digital presence quick and efficient.

  • How does High Level facilitate immediate engagement with new leads?

    -High Level uses workflow automations and AI to send immediate follow-up texts and emails to new leads, increasing the chances of conversion by engaging them within the first few minutes.

  • What is the 'call connect' feature in High Level, and how does it work?

    -The 'call connect' feature in High Level is an automated system that calls the agency and, after providing information about the new lead, prompts the sales team to connect with the lead by pushing a key, dialing the lead, and connecting the call if they answer.

  • What is a 'ringless voicemail' and how is it used in High Level?

    -A 'ringless voicemail' is an MP3 file that can be uploaded in High Level and sent to leads without the need for a traditional phone call. It's used as a follow-up method if the lead does not engage with the initial automated options.

  • How does High Level ensure that every new lead is engaged through multiple channels?

    -High Level uses a combination of automated emails, text messages, and the 'call connect' feature to ensure that new leads are engaged through various communication channels, creating an automated path for leads to become booked sales calls.

  • What is the extended free trial offer mentioned in the video, and how can viewers access it?

    -The extended free trial offer allows viewers to test High Level for 30 days at no cost. Viewers can access this offer by clicking the link provided in the video description.

  • What is the 'core four' marketing strategy mentioned at the end of the script, and what does it consist of?

    -The 'core four' marketing strategy consists of Model, Market, Message, and Media. It is a framework for understanding the essential components of a marketing plan, including the business model, target market, key messaging, and communication channels.

Outlines

00:00

πŸš€ Introduction to High Level: A Comprehensive Marketing Software

In this video, the speaker introduces High Level, an all-in-one sales and marketing platform that can be white-labeled and resold. The platform is ideal for both beginners looking to start a digital marketing agency and seasoned professionals aiming to scale their business. High Level offers a multitude of features, including a built-in CRM, email and text automation, funnel and website builders, social media scheduling, and more. The pricing model is highly favorable for agencies, allowing unlimited clients for a flat monthly fee. The speaker emphasizes that High Level has been a key tool in their own marketing efforts and will provide a demo of its usage for generating leads and sales.

05:02

πŸ“ˆ Demonstration of High Level's Features and Workflow

The speaker demonstrates High Level by showcasing an example agency website built using the platform's drag-and-drop builder. Key features highlighted include a web chat widget, automated lead form processing, and sales pipeline management. High Level's automation capabilities are shown to streamline lead engagement through email and text messages, enhancing the likelihood of conversion. The demo also covers workflow automation, which ensures timely follow-up with leads via calls, texts, and voicemails, thereby increasing engagement and conversion rates. This comprehensive workflow guarantees immediate and multi-channel engagement with new leads.

πŸ’Ό High Level's White Label and Extended Trial Offer

High Level's white-label feature allows users to rebrand and resell the platform under their own name, providing a unique value proposition for agencies. The speaker mentions an exclusive extended trial offer, extending the usual 14-day free trial to 30 days, accessible through a link in the video description. The speaker encourages viewers to take advantage of this offer and references another video on digital marketing strategy, promising further insights into effective marketing tactics. The core components of a successful marketing strategy are briefly introduced as the model, market, message, and media, with a promise of a detailed breakdown in the linked video.

Mindmap

Keywords

πŸ’‘Digital Marketing Software

Digital marketing software refers to tools or platforms that automate and facilitate various marketing tasks, such as social media management, email campaigns, and analytics. In the video's context, it is the primary tool for creating and managing marketing strategies for agencies and clients. The script mentions using such software for years to create profitable and automated digital marketing agencies.

πŸ’‘High Level

High Level is the name of the all-in-one sales and marketing platform introduced in the video. It is a key concept as it is the software the speaker uses and recommends for its extensive features and white-label capabilities. The script discusses its use for agency growth and client management.

πŸ’‘White Label

White labeling in the context of software means rebranding a product to make it appear as if it was developed by the company using it. In the video, the speaker mentions that High Level can be white labeled, allowing agencies to resell the software under their own brand name, which is a significant feature for offering customized solutions to clients.

πŸ’‘CRM

CRM stands for Customer Relationship Management, which is a technology used to manage a company's interaction with current and potential customers. The script highlights that High Level has a built-in CRM, which is essential for tracking and nurturing client relationships within a digital marketing agency.

πŸ’‘Email and Text Automation

Email and text automation refers to the process of automatically sending out emails or text messages based on specific triggers or schedules. The script mentions that High Level includes this feature, allowing for efficient communication with clients and leads, which is crucial for marketing and sales processes.

πŸ’‘Funnel and Website Builders

Funnel and website builders are tools that allow the creation of web pages designed to guide visitors towards a specific goal, often a sale or sign-up. In the script, the speaker notes that High Level includes these tools, which are important for constructing effective marketing funnels and websites to capture leads.

πŸ’‘Social Media Scheduling

Social media scheduling is the process of planning and automating the posting of content on social media platforms. The video script mentions this feature of High Level, which is vital for consistent and timely social media marketing efforts.

πŸ’‘Reputation Management

Reputation management involves monitoring, addressing, and shaping how a company or individual is perceived online. The script describes High Level's capability for reputation management, which is key for maintaining a positive brand image and addressing any negative feedback or reviews.

πŸ’‘Workflow Automations

Workflow automations are sequences of tasks that are automated to run in a specific order. In the video, the speaker demonstrates how High Level's workflow automations can automate the movement and status changes of leads in a sales pipeline, which streamlines the sales process and improves efficiency.

πŸ’‘AI

AI, or artificial intelligence, is the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. The script discusses High Level's AI feature that interprets text replies from leads and automates responses accordingly, showcasing the integration of AI in enhancing marketing software capabilities.

πŸ’‘Ringless Voicemail

Ringless voicemail is a technology that allows a voicemail to be delivered directly to a recipient's voicemail box without the phone ringing. The video script describes how High Level can use ringless voicemail as part of its automated lead nurturing process, which is an innovative approach to engaging leads who do not respond to initial contact attempts.

πŸ’‘Extended Free Trial

An extended free trial is a period during which potential customers can use a product or service for free, usually longer than the standard trial period. The script mentions that High Level offers an extended 30-day free trial, which is a significant incentive for viewers to test the software and evaluate its benefits for their marketing needs.

Highlights

Introduction to a favorite digital marketing software used for years to create profitable and automated marketing agencies.

The software, High Level, is an all-in-one sales and marketing platform that can be white labeled and resold.

High Level offers extensive features including a built-in CRM, email and text automation, funnel and website builders, social media scheduling, and reputation management.

The pricing model is agency-friendly, with a flat monthly fee of $297 allowing for unlimited clients, users, and contacts.

The cost per client is significantly reduced as the number of clients increases, making it an efficient choice for scaling agencies.

A quick demo of how High Level can generate sales and leads for an agency before being implemented for clients.

The importance of an agency's ability to generate its own clients and the ease of implementing High Level after personal use.

High Level's AI capabilities that interpret text replies and automate the next steps in the sales process.

Workflow automations that can move opportunities through a sales pipeline without manual intervention.

The use of a two-way SMS conversation as a gateway to engage leads quickly and efficiently.

Automated nurturing steps that ensure immediate engagement with new leads through multiple channels.

High Level's ability to facilitate immediate phone connections with leads through call connect steps.

The option to leave ringless voicemails as a follow-up strategy when direct contact is not possible.

The game-changing impact of High Level's workflow on lead generation and conversion for marketing agencies.

White labeling High Level to rebrand and resell the platform to clients under one's own brand.

An extended 30-day free trial offer for High Level, allowing potential users to test its capabilities extensively.

A link to a complete marketing strategy breakdown video for those interested in the speaker's approach with clients.

The core four components of a marketing model: model, market, message, and media.

Transcripts

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today i'm going to show you one of my

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favorite pieces of digital marketing

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software and something i've used for

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years now to create very profitable very

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effective and often almost completely

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automated digital marketing agencies

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whether you're a brand new digital

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marketing beginner who's looking for

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information on how to start a digital

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marketing agency and get to your first

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10k month or you're a seasoned marketing

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professional who needs a way to scale

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your marketing agency from 100k a month

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and up and do it quickly and efficiently

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and without dying of stress in the

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process this is going to help so with

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all that said today i want to introduce

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you to a platform and a marketing

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software that's been getting a lot of

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attention lately in the agency and

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consulting space it's called high level

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and it's basically an all-in-one sales

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and marketing platform and it gives you

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the power to white label it and resell

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it as your very own software the main

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reason though that i've chosen to use

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this software as my primary marketing

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tool for my agencies and for my clients

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and for my students is that it's got

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just an absolutely insane amount of

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features baked right into it it has a

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built-in crm it has full email and text

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automation there's funnel and website

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builders there's social media scheduling

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and reputation management and a whole

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lot more their pricing model is also

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perfect for agencies as you pay them one

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monthly fee of 297 and then you can add

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as many clients users and contacts as

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you want so essentially if you have

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let's say 10 clients well that works out

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to a cost of 30 per client and if you

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have 100 clients that's only 3 bucks per

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client which is completely nuts so what

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i want to do here is give you a quick

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demo of how agencies typically start off

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using high level to generate sales and

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leads for themselves before beginning to

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implement it with their clients this

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will be helpful for two reasons first

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one of the most important aspects of

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running a marketing agency or marketing

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consulting firm is your ability to

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generate your own clients you gotta

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practice what you preach after all and

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second once you see how to use the

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software for your own business it'll

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make it that much faster and easier to

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implement with all of your clients

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moving forward also an important note

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here high level was kind enough to

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sponsor this video but that doesn't

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change the fact that i've been using

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them for years and continue to recommend

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it to my clients and students so i'll

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make sure to put a link in the

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descriptions below this video where you

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can check it out and sign up for an

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extended free trial right after this

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video of course so now let's dive in

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first let's assume that this is our

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agency's website this whole thing was

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built in high levels drag and drop

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builder including this web chat widget

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which is a gateway into a two-way sms

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conversation within high level so now my

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agency has text message capability so

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let's hit this call to action and we can

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see a model pops up with an offer form

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which was also built in high level so

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there's no need for zapier and let's see

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what happens when my new leads go ahead

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and claim this offer okay so we've been

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redirected to a thank you page with

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instructions for the next step which is

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to book a results call which is smart as

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that call will be my sales call if we

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take a look at what happened on the back

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end we can see that when the lead form

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was submitted an opportunity was

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automatically created in a sales

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pipeline here we can drag and drop

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opportunities change their status and so

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on but with high level workflow

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automations all the movement and status

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changes can be completely automated so

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now let's check out what the new lead

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sees on their end as soon as they fill

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out the lead form first they get a

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confirmation email with instructions to

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take the next step and book a results

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call but check this out they also get a

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more conversational text message that's

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basically a yes or no question which is

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again smart because if you can get leads

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to interact within the first five

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minutes the odds of closing the lead

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increases by around 80 percent so this

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is obviously trying to get me to say yes

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but let's see what happens if i reply

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with sure perfect so according to high

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level they have ai that actually read my

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reply and interpreted the result to be

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positive so it shot me back this next

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steps text and response very cool so

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from here the lead would click back to

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the booking page and book my results

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call which in this case is my sales call

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but let's take a quick peek at the

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workflow automation behind this to see

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what would have happened if i just

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ignored and didn't reply to the text at

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all so here's the step that made the

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opportunity in the pipeline here's the

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confirmation email we saw here's the

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initial text message then we hit a wait

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step that's set up to wait for reply or

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timeout after two minutes from here we

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have a conditional step that checks to

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see if there was a reply if yes we hit

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that ai step and then the second text

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but let's look at the no path for leads

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who don't reply to the text after two

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minutes with no reply we get this really

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cool call connect step which would

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actually call my agency read me

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information about the new lead and then

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prompt me to push a key to connect with

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them when me or my sales team pushes a

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key it then dials the lead and if they

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answer it connects the call this is

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amazing because it's basically putting

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me or my sales team on the phone with

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new leads within two minutes after they

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were generated if they haven't already

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engaged with the automated options now

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if we couldn't get the lead on the phone

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we then push a ringless voicemail which

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is an mp3 file that we upload and then

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from there we wait a day and can

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continue building more automated nurture

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steps for the process this workflow is

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an absolute game changer because it

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guarantees that every new lead is

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immediately engaged through multiple

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channels and it creates an automated

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path for new leads to become booked

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sales calls now high level does way too

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much to talk about in just one single

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video but what we just walked through is

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enough to immediately have a huge impact

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on any agency but what's even better is

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like i said earlier in the video how

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high level is white label so you can

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literally rebrand and resell all of this

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to your own clients under your own name

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and your own brand now normally high

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level has a 14 day free trial so you can

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test it out for free but i was able to

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get you an extended trial link so you

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can test all of this for the next 30

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days for completely free and all you

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need to do is click the link in the

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descriptions below this video so make

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sure to do that now and for a complete

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marketing strategy breakdown on the

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exact plan that i use with all of my

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clients make sure to check out the video

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i've got linked up right here on digital

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marketing strategy so check that out now

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and i'll see in the next video the core

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four are made up of model market message

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and media so let's unpack those now the

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model is essentially your business your

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offer your package your servicing the

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pricing that goes with it

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Related Tags
Digital MarketingAgency SoftwareSales AutomationLead GenerationCRM SystemEmail AutomationText MessagingFunnel BuilderWhite LabelMarketing StrategyWorkflow Automation