How to build Go High Level account's from scratch (Live Example)
Live, practical walkthrough of configuring a GoHighLevel agency account for prospecting, client onboarding, and scaling. Speakers map an agency sales process into pipelines and stages (lead-in → hot → strategy call → pitched → closed → retention), explain automations for inbound leads, booking/no-show flows, proposal/payment funnels, and show how funnels, forms/surveys, onboarding assets and snapshots integrate into sub-accounts.
Chapters
All right, cool. So we're going to do this, go high level, build out and customize your account. And this is going to be, you know, really focused on your agency, so prospecting, getting clients, everything like that. So we're going to have a pipeline for your, your sales pipeline, your inbound leads and then we're going to have a pipeline for your clients so you can manage everybody through one system.
Cool.
Okay. Then we're going to have the calendars for you and essentially you're going to have your sales calendar and then what else you've got do. What's your sales process look like? Do you guys do a discovery call and then a sales call or do you, what does that look like? Usually we.
Well, it's kind of been doing both right now. Like we've, there's been a couple where it's like if they need a little bit more customization, then we'll come back and do a second call. I do have some kind of like ready to go, just like packages that I can kind of deal people right away if they're, if that's what fits. So there's a little bit of both. And then from there, yeah, we've got like kind of like an onboarding process and then like a check in call. Eventually I'm going to have account managers on this as well, probably in the next month or two that are going to be dialed in with all that part of it. So I don't know, I can just stay on the front end.
Excellent, excellent. Okay, so we got that. That's, that's very clear. I think you don't. I used to have a different calendar for my discovery calls and it'd be a phone call, but I found that just booking somebody on a sales calendar and then calling them ahead of time if they're not qualified, you can do, you can make it so your, your calls don't automatically confirm and then you have to go in and manually confirm it. And so sometimes that if you don't know if the person's going to be a good fit for the Zoom demo, you can call them ahead of time, make sure that they're going to show up, build some rapport and then book them like that. So I think just a sales calendar calendar will be good. And then if you need a, a, you know, discovery call 15 minute calendar, we can add one later.
Okay, cool.
And then automation. So we're going to have automation for your, your inbound leads. So you know, fresh opt ins.
Cool. Now I have someone building me a funnel Like I'll just be able. And through go high level. I'll just be able to plug that in here, right?
Yeah. So are they building it through go high level?
Yes.
Yeah. Then they should be able to put it in there for you and that'll be easy.
Okay, cool.
Make sure they build the, are they going to build the form and everything too?
Yeah, yeah, they can put a form on it.
Okay. Yeah. So you're going to want to have your inbound lead like your opt in form for leads to, to inquire and then also your, your sales call form.
Right.
Like gets all the qualifying information.
Right.
And it could also be a survey too. So we'll do form slash survey.
Okay.
Just depending on how you guys set it up. So got that sales call form survey and then you're going to need your onboarding form and some of this stuff I have and I will just send you over from my account. But I want to make sure that you know we're getting you exactly what's going to be relevant to your process.
Okay, Right.
So on the automation side we'll have the inbound leads, like I said, we'll have a stale lead drip in your pipeline if a lead goes stale and all the workflows and automations that are going to go with that. An email drip. So like just basically an email drip for your list. You know you can just drip emails out and your leads. Booking automations for people that book calls for every calendar, no show automations for people that no show post, demo, follow up. So like sending a proposal automatically and then built in database reactivation. And since you're already having a guy work on your website, that's good. What's the outline of that look like? What kind of thing are they doing for that?
Yeah, so for the website it's going to have like a services tab, like a team about us tab. It's going to have like a blog tab, it's going to have like packages. I don't, I'm probably gonna throw pricing on there but just like base packages and then services and then like a case studies and testimonials kind of deal as well tab.
Are you thinking to run ads to that?
No, I wouldn't run ads to the website. I would run, I would run it to a funnel. And that's, that's kind of what this guy's building me right now is that funnel.
Oh, he's getting you. So that's seven.
Yeah. So he's, he, he. Yeah, it's separate from the website. So I'LL have a funnel and a website going on there.
Okay, perfect, perfect. So on that funnel he can do case studies. It can be very focused on booking.
Yeah. So I'm gonna throw, yeah, I'm gonna throw him a bunch of like video testimonial, screenshots, all this stuff and it's just gonna be a long ass thing of like perfect testimonials. Yeah.
Okay, perfect. So you've got that going. And then for the funnel for ads, dude, you want to make sure that he does, you know, he does either an opt in or it can be a straight to booking page and then the calendar page or and sometimes there'll be a survey in between. Like I'll show you mine right now so you can get clarity. And then what's really important is a thank you page.
Yeah.
With homework. Let me show you what mine looks like real quick. So you can see. And this is, this is my newest one that I just built now.
Yeah, I saw you were working at that like 3 o' clock in the morning.
Yeah, yeah, yeah, yeah, dude, I was, I've been on, I've been on a kick lately, late. I don't know what's up, but I love it. So you just break down the deliverables. You know, I have my graphic designer make all this stuff, you know, something like this where it can sell the person. I put my team in here.
Nice, smart.
And then just a bunch of, like you said, just a bunch of case studies and stuff like that. Some frequently asked questions. Once they click, I'm ready to get results. They go to the survey and then it's got the, this stuff bolted in the, in the global page. So it just carries over from each page. And then once they go through this, then it goes over to the booking page and once they book they're gonna go to a thank you page that's gonna have like a bunch of homework and link to YouTube and stuff like that. So I don't know how much you've built funnels and go high level, but I haven't. Okay. So it's really easy to link videos and when you link a video you can just post it on YouTube and then you just need the link and you can link it directly over. So like they're gonna come in here and they're gonna book their time and when they book the time then they're going to go over and they're going to go to the thank you page right after this.
Nice.
They can add a guest, whatever, come back up here, schedule meeting.
Yeah, yeah, I'd love, I, I would love to have sort of like a pre call funnel that they. Yeah, like exactly like this. Yep.
And they can go right. Here's my Google Drive.
Oh heck yeah.
So this, this has a lot of stuff, dude. So this is, I can sell this on ads and I could say, hey, you Want to know 5 proven ad types and then the videos on the back end of them. Booking a call with me. You want to see our, our PDF of how to follow up with leads better and a video of me going over it. You speed the lead. It's all on the back of booking an appointment with us. Bunch of cases, bunch of results. And I'm always adding to this too. So it's like pretty heavy funnel. But this actually sells people like really strong. People go to your YouTube channel from this. They go to the PDF. It's kind of like a choose your own adventure. So you have like a funnel that's very focused. And then at the thank you page, this is where they get to do their research. But it's controlled. They're not just going and typing in your agency on Google where they might get lost. They're actually going in this controlled funnel. So. Yeah, so I'd recommend making sure that your guy builds out something similar to that because that's going to be great for ads.
Cool. Awesome. Now that, yeah, that's, that's great. And I like the back end of that. I'm going to, I'm, I'm actually getting more involved in like YouTube stuff now and doing like trainings and just like stuff like around all of that. So that, that, that's great. That's really good for just like long form content that builds credibility and trust and all that kind of stuff. Yeah, it's really just about pre sell. I'm sure you're seeing all these things too. And it's probably different for like an agency. All these people's Instagrams now are like landing pages. Like every, every, every post is like short form, call to action. And then they have like their ads are just, hey, follow me. And then they go to people's pages and like their entire Instagram is a, is a funnel.
Exactly, dude. Like that's, everybody's doing the same kind of thing these days. Like content that basically is like a big funnel and it seems to be working like for a lot of people, like that's what the biggest guys are doing. And honestly bro, when you realize it, like who are the big guys that you invest with? A lot of times you'll realize that it's not necessarily through ads. A lot of times it's like through content, right? You find like Joel Kaplan's videos, things like that. So content is something to invest in. It takes a really long time, but it's got a huge net positive gain once you can invest the time and, and get it right. And dude, like, you're such a quality guy. Like, you'll be able to put together some really quality content too. So that's what I'm working on myself. So. Yeah, man. So this is kind of the outline and then let me think. I pretty much. Aside from this, bro. Like, this is like your go high level right here. Like, this is basically all the components, like, aside from some things that I might be missing over. But this is. This is basically the framework. And so now what we're going to do is we're going to start with the top and we're going to line this out. Oops. Let me undo. Boom, boom. And I'm going to go into your. So it's. How do you spell it? Your. Your audio cut out for some reason.
U, y, n, n, e, r. I.
Can hear you now. What was it? Your. Your audio keeps cutting in and out. I can't hear you, brother. Oh, there it is. I don't know why your audio was going quiet. No, I can't hear you. It's. I just heard the last word you said. Still can't hear you. Maybe your AirPods died. There. I can hear you now.
I think you got me now.
Yeah. Yep, yep.
Cool, brother.
So we're going to jump in here to this pipeline and we're going to customize it a little bit. So prospect, contact, strategy call. Negotiations. Close one. What I like to do is I like to do like lead in, you know, like somebody that's just fresh in coming into your pipeline. Okay. And then do I like to do is a hot lead. This is somebody that responded to a message. Because we can set up an automated message here.
Cool.
Strategy call. Strategy call booked. That's a good one. And then we want to have a stage for no show. And then negotiations. I like to put proposal sent or. Or like pitched.
Yeah, okay.
Proposal. And it'll automatically. What we'll do is we'll link it so it automatically sends you a proposal. Let me go back to this document too. And build this out. Because here's. Here's one thing. So we got our funnel for ads. And then what you need is you need a proposal slash pay funnel where you can have your services lined out and you can just send them a website link and hook it up with stripe and then they can pay and sign there all in one place. Like, I. I use jot form and I. But I integrated it with go high level. So whenever somebody signs up with me, bro, they just come in here and I've got my different services listed. So all I do is I drag and drop them to that pipeline stage, and then it sends them an email that's got this deliverables all broken down. So at the end of the call, somebody's like, hey, yeah, why don't you send me over that, all that in an email? Yeah, I just did that, sir. So why don't you pull that email up right now and let's take a look at this together. You, you know, so you. You skip that like making them wait thing. They go here, they sign date, and then they choose the. The package that they want to go with. I've literally had people check, check and check and then sign up for 60, $600 a month, just swipe their card. Most people, like, go for the 3K package. But like, you know, some people would recommend having different pay funnels for different services.
Right.
You know, and you could definitely do that as well. That'd probably be more simple for the prospect to make an easier decision. But I find I don't have much trouble with this, so. So, yeah, man, there's that. And we'll get you set up with that and then an onboarding funnel.
Cool.
Okay. So all of this stuff is really important and it. And it makes life so much easier. So you can scale. So I guess my onboarding funnel, you know, it's got a video of me going over everything they go to start. Now it's got the onboarding form. I pieced it up, so it's like not full thing.
Yeah, yeah, yeah.
Which is fine to do. I mean, it doesn't hurt anything, but.
Yeah, it just makes it a little bit more digestible this way.
Yeah. And if they stop it halfway through, it saves it and then they go back and they can fill it out. Yeah, it's kind of technical to build it out like this. My old one that I did is this one right here. And I have all these as. As assets, so we'll be able to. To zap this over for you. But I just want to like, you know, immense clarity and be on the same page. So I used to do something like this, a survey, but it just. It's just long and people sometimes get lost and stuff. So. Yeah, I think A short form is kind of better. So we'll build something like that out.
Cool.
And then. Yeah, man. Aside from that, the only other thing that you can add is like a training resources slash course funnel for clients. Like where you can have like, hey, you know, like frequently asked questions. Like, you know, I think. I don't. This is something new that we're going to be building out. Yeah. So I don't, I don't have like the best one for this to show for right now, but I just, I have these trainings on YouTube that I want to link to my clients that are like exclusive trainings. And I'm just going to put those on a funnel and then it'll be like the shiftsocial.com client training and then they'll be able to go there and learn how to use go high level. They won't need to log into a portal and all that. They'll just be able to go on the link and it'll be a private link, you know, so that's, that's the only other thing that you're gonna potentially need. But once you have this set up, dude, like you're ready to just jam leads into here from all sources and really scale. So we'll get you a proposal.
Yeah.
Set up and then closed one. There's. There's kind of another stage that happens where they're like keep the. Keep following up stage.
Okay.
Like you pitched them and then they didn't sign up for some reason. So like.
Like a timing thing or whatever.
Yeah, yeah. Like, like future. Future follow up.
Okay.
Thanks baby. Future follow up.
Nice.
And then closed one. It's going to be a little sold box. So I like to build this out first like this because this is kind of where it all comes from. Right where the structure is. Is there any other stages in your sales funnel that you can think of.
So often and respond? I guess I'm just trying to think the way that we've got it set up right, Right now is like. So like one of the things that I'm seeing is like there's just a lot of follow up within that. Like, hey, I sent you my calendar. I sent you this. Did you get a chance to book a time yet? Or did you fall, you know, or is this still interesting to you? So I'm curious because I know like there are people that like they'll integrate AI and to go high level, to kind of do some of that stuff too. But I'm trying to figure out like where or I guess Mary and I Ask you like, where, where would that kind of come into play there? Or is that something that on my end I can just have like an appointment set or do?
Yeah, so that's going to be a stage, like right after hot leads that's gonna be like contacted. Keep working to book.
Yes. Yeah, yeah. Some of these people, dude, like, I'll send them my link or whatever and they're like, yeah, yeah, I'm gonna book, I'm gonna book, I'm gonna book. And then they get busy or something happens or whatever. And so that's a step. I think that's probably good to have in there.
Exactly, exactly, bro. 100. You want that? So that's good. So we got that. Let me get you the onboarding pipeline set up for you as well. Let me just go back to the agency, view settings.
That's cool that you still have admin on this. You can just like jump in here.
Yeah, dude, I forgot that you. I remember you told me you had an account on here, but for some reason I forgot. Let me see where we're going to go. We're going to go sub accounts. And we're going to go manage client and we're going to go load snapshot. Yeah, I imported a snapshot already into here. So we're not going to send everything. We're just going to send only what you need. So the kickoff meeting for your clients.
Okay.
And then the send proposal automation that I told you about. The no show rebook.
Oh yeah, that's a good one.
The lead in. Yeah, you only need this one, you don't need that one. And then the call confirmations, custom fields. We're going to scroll down Kip, because I don't want to jam you up with a lot of custom fields that you might not need. Let me see which ones are going to be relevant for you. And what services are you mainly going to be focused on?
Yeah, the biggest thing is going to be like online optimization. So that happens in a couple different ways. It's. It's kind of what's relevant to them for a lot of people. Obviously they have Instagram, so we're gonna grow their following with real followers. We're gonna maybe do a little bit of like content, like framework coaching and just kind of give them a framework. And then we do DM outreach from their page. So that's kind of like the main thing on Instagram is like bolster up their credibility, then do DM outreach. The other thing that we do too is we'll manage their GmbH. So we'll help them get reviews. We also manage their Yelp, so we manage their Yelp, GMB and Apple maps. So we'll, we'll do things for them like so perfect. Like a perfect example of this is like my cousin, she owns a big med spa and out on the east coast, she's crushing it. So like for her it's going to be important for her to rank her local SEO for her, for her brick and mortar spot. But also she wants to drive leads through her personal Instagram, which is like dialed in. Like she's got like 16,000 followers now. Like her content's dialed in and so now she can outreach to people in her area and be like, hey, you know, we've got a special going on, like it's 15% off of Botox, like come check it out kind of deal. So now we've got her cooking, so if people go and search her up as well, like her, she shows up while on the maps, everything's dialed in, she's got good reviews. And then her, her Instagram is also like just dialed in too. So it's, it's really like online optimization for everyone that's relevant for them. And then we're gonna do DM outreach from there.
Nice, dude.
The value, like the value add with you too, bro, is like, bro, let's, let's make the back end easy. Like let's not make, you know, they don't, if they don't have a good follow up system or if they don't want to, you know, now they've got 15 DMS that they gotta respond to and all these people are interested. Like it's going to be a lot of work for her to go back in there and like follow up with all these people. Like, let's automate a lot of this process for my clients now. It's like, dude, how are they ever going to leave?
Yeah, exactly, man, they're just getting, they're.
Just getting so much value.
So you just got to get them into the go high level system essentially.
Exactly. Yeah, exactly.
Okay, cool. So I just zapped everything that we pretty much talked about into your account. This is all my stuff that is in my account and now we're going to be able to customize it for you. So. Yeah, dude, I totally forgot that I was in here.
Oh, the other thing, I was going to ask for this too. Like how, I mean, obviously like you're using sms. Like what I get what, what stages of the pipeline are like what, like would that be most useful for like probably before they book or like after they book a call, like kind of like maybe some like appointment reminders?
Yeah, pretty much every stage of the pipeline it's going to be useful. Okay, so like what we're going to have here is we're going to have, you know, this, this.
Good day.
This is just a courtesy call to.
Remind you that you filled out before. I'm online requesting more information about gaining.
More clients in your area. Give us a call to set up your strateg meeting today. Your new assistant, she's going to be calling and leaving voicemails.
Love it. Call to remind you to set up your. Is this, is this just like voicemail drop?
Yeah, yeah.
Nice.
So basically every, so here's how it's going to work brother. Every different stage of the pipeline is going to be associated with its own automation workflow that's going to have text, email and some ringless voicemail all included. So you're just going to be able to drag and drop people like okay, so let's say this website lead, which this needs to be adjusted the way it's set up. So let's say this website lead, we send him the automated messaging and then he responds. There's going to be an automation that I'm going to set up for you that'll automatically move him to responded. So you can see all the people that aren't just new leads but they've also texted back to the automations then as you contact them. So nothing set up right now so I can drag and drop people and it's not going to do anything. So as you contact him, you reach out, you send him the meeting, you have a conversation with him, then you just drag and drop him over here. Now you know that he's qualified, you've contacted him, keep working to book him, keep following up with him and then eventually he's going to book on your calendar going to automatically move him to strategy call booked. Now if you pitch him then you're going to put him into pitched and that's going to automatically send your proposal funnel. But if he no shows, you're going to move him back here which is going to automatically send him the no show automations and stuff. Then if you pitch him and you, you, you're going to send everybody you pitch right here. But maybe you get on a strategy call and they're like literally not ready, then they're a future follow up or maybe they were pitched already but they, they aren't ready to move forward, they've got the information in their email. But there's still a future follow up.
Right.
And then you've got the closed ones which once we move into closed one then that's going to automatically put somebody into the account management pipeline and they're going to start the whole process over in onboarding where you're going to have you know, them fill out the onboarding form, they're going to book the kickoff scheduled, you're going to have the pre launch assets ad drafts. You're not really going to be doing as much ad draft stuff. So for that we're going to just do that a little different is like we'll actually take that, take that out because we can just do pre launch build out, perfect face. Okay. And then campaign launch that's going to be like, you know, you've, you've launched their campaign, the outreach, whatever. And then you'll have canceled pause stuck. But I like to do retention, a retention stage. Retention stage where you can just manage all your active clients. Retention. Active client list. Okay. So yeah man, like that's, that's like the, the bare bones of how the pipeline is going to connect to all the automations which is going to allow you to then have all these stages where you can just effortlessly move people through and you can see everything as it's happening. So now we just got to get those. Is this person close?
I don't even know who this is.
Oh no, I was moving this guy around. That was me. I move him back. Yeah, dude. And you haven't messaged any of these people yet, huh?
Dude, I, I don't, I didn't even. So like, I don't even know when this was.
So March 1st, you got a bunch of leads in here, bro.
I know, I'm like seeing that. Right? So this is. Agency box set this up for me.
It's shitty, but it's kind of. It's kind of sick and kind of shitty.
Yeah, yeah.
So this generic ass video not found.
Yeah, yeah.
So what did they reach out about press?
I. I don't even know. Dude. I don't even know because this is back in 2022.
They were f. They were finding you organically. Check this out, dude. We can do something crazy if you're down. So, so we can go into contacts right here. You've got all these leads that are just collecting cyber dust and we could just literally select them and we could just shoot them a message and see how they're doing.
Yeah. Yeah, let's do it.
So you're. All you do is you just go and check them. And if you wanted to, you could actually segment this out by, with the filters and you could segment them by the pipeline stage.
Oh, wow.
So this is really beneficial for like, if you got a bunch of people that have contacted, you're working a book, you would just click apply this and then you can save them as a smart list. And your smart list will be a tab right here and so you can have like all your different lists right here segmented out already and you can just actually utilize that to be ready to rock. So. Yeah, one second, I'm just.
You're good. Take your time. This is sick, bro.
Yeah, dude. So we'll send him a quick text and then I'll get to work on getting some of these automations and stuff customized to your agency. What I need from you is just to. I'm going to share this document with, with you and if you could just share with me like outline case studies, services offered and if you have any guides, resources, PDFs, even, even videos like your podcast, like linking people to that stuff. So if you just want to outline and link that stuff here, that way I can incorporate that into the messaging and stuff like that. I'm going to share this with you and then we'll send out a link. We'll send out, you know, we'll send out a little blast message to these leads. But yeah, basically we've got the core infrastructure and now it's about customizing it to your agency. So I just need a little bit of data from you on. You know, I understand your process pretty well, but just having it written down so I can tell the, the story of that through the messaging, through the automations and everything. Yeah, that'll be good for these guys. Yeah, who knows what's up with these guys. Let's just shoot them in text.
Yeah, I'm very curious to see what's going to happen there.
I was throwing up.
Arlo, what's up buddy?
What do you eat? Oh, poor guy. So we're gonna go. Hey, contact, first name. This is. Is it a, e, l or e?
Yeah, yep, got it right. You got it right with.
Something like this to just re reopen a conversation.
Yeah, yeah, let's do it.
Let me, let me do it like this.
Nice. That's so sick. Yeah, I'm really interested in what kind of response we're gonna get back from this.
Yeah, right. DBR message and follow up all leads. And since it's only 28, it's only 28 people. We can send it at once. Cool. So, yeah, we're just gonna blast it out and we'll see if you get. I mean, if anybody's still active.
Yeah, let's see if we get some bites.
Yeah, it's shooting them out. So some of these I saw, they don't have good phone numbers. They're like, probably like spammer leads, but some are legit, so trial mode not enabled for this agency. Let's see, you might need. Let me see your settings.
Set up a number or something.
Oh, yeah. You don't have a number set up. Okay. So that won't work. What's your. What's the area code that you want to do?
6, 1. 9. Let's do 858.
Oh, it looks like I'll have to do something in the back end. I'll talk to Dylan.
Okay.
And we'll get you set up with a number because it looks like these accounts don't automatically have that unlocked.
Okay.
But, yeah, I'll. I'll. I'll do that in a second.
Okay, no worries.
Yeah, I'll hit up Dylan and make sure that we can get you a number set up. And then. And then, yeah, we can blast these people out and see what's up. So it looks like there is some. I. I figured that everything was set up on the email and on the text, but yeah, it looks like we'll need to sync that stuff as well. So I'll help you walk through that. Cool.
I was gonna ask you too. Is there a way, like, can I. Like, so I'm just trying to think about this. Like, if I'm doing a lot of stuff in the DMs right now, the easiest way to capture leads from that would just to be send them my form or my funnel that's hooked up to go high level so they get entered in that way.
What was that? Sorry, brother. You're good.
So I'm just kind of just.
The dm. How to get them. The DM people into this. The system?
Yeah, just send them my funnel.
So ig, for.
For.
So IG and Facebook will connect automatically. So what you. What you want to do is you want to go in here and go into the launchpad here and connect all these things here. So connect your Facebook, connect your gmb. If you've got it. You don't need to do the web chat. You can connect your Stripe account and then any. Any team members you can add right here. But that's gonna. And. And make sure you have the mobile app too.
Yeah.
So that'll get your, once you connect your Facebook, it'll get your Facebook and Instagram DM set up automatically.
Okay.
Alternatively, you can go to settings integrations and then you can sync connect your locations Facebook and Instagram account. Okay. So yeah, you can connect things back here and that'll automatically get them into here. But to actually get them on text, then you're either going to have to ask them for their text message, their, their phone number and stuff like that, or you're going to have to go through and yeah, send them a form, get them to fill out funnel.
So, so they'll show up in conversations. But to get them into the pipeline, they would have to fill out a form.
Yeah, well, we can set an automation to put them in the pipeline, but it's going to be a little bit different since we don't have a text message a number from them yet.
Okay.
Yeah, I mean we can create an opportunity in the pipeline stage at any given point.
So yeah, that would be, that would be interesting. That would be interesting to do like have like that way I know where in the process they are in the DMS even before they necessarily get into the pipeline. But yeah, I don't know, maybe we can maybe troubleshoot that. Yeah.
Well, another cool thing about GoHighLevel is if you just ask them like, hey, what's your best phone number? And they respond in the, in the conversations, then it'll automatically put their phone number here. And then what you can do is you can add them from there and you can create an opportunity with them just by clicking on the person and then going over to opportunities and then just clicking and adding. And you, you could just add a new opportunity right there or you can update their opportunity through here. So I'll help you build out that exact workflow once we got things kind of customized. But go ahead and connect those accounts, throw that stuff on there that, you know, just some data for me to use and then I'll start putting this all together and, and building it out for you, man. And let's just meet, let's just keep meeting as much as we can to get this thing dialed in and yeah, man, I'm excited. I think we got some good framework built and so we'll just keep grinding on it. One thing I noticed, I think the card that, that you put on file. Let me just make sure this was the right one.
Yeah, yeah, yeah.
I think it might have. I had Zach hit me up and asked me about a charge and we were kind of confused. Okay, let me just Check right here real quick.
This is for us for, for Zach. CRM for you?
Actually, no. So the, the card that you, you charge the. The 500 on and 1 009, is that right?
Yeah, it should be. Okay, let me double check here.
And then.
Yep, it does 1009.
Okay. Okay. And then the same thing for Zach. Oh, his is 1 002. So they look like it was the same card. So that's confused. So.
Okay, so it's all good to go?
Yeah, dude, everything's good. Everything's totally good.
Awesome. And then I'll. Dude, I'll probably end up taking care of that, the rest of it either next week or the week after.
Okay.
I'm out of town right now. I'm in Dallas, but when I get back in San Diego, I'm going straight to Chase to open up a business with them. So I'm gonna get that taken care of. But dude, I'm super excited about this, man. This is gonna make my life so much easier to be able to scale this thing and just super, super grateful for you.
Yeah, man, I'm excited, man.
So I'll. I'll get that stuff sent over to you. I'll just throw it in that doc and link it in there. What else? Oh, I'll connect everything, Throw in the. So, okay, so I'm gonna connect everything, throw stuff in the dock and then.
I'll start writing out. So I'll start customizing it to your agency, the workflows and the automations. So it's a drag and drop system. And then.
And I think we talked about too, like doing like, just like a nurture email sequence.
Yep.
What would be like, do you need any like content ideas for me or.
The case studies down? I've got like some. Dude, I've got so many like good emails that I've done that we can just use as a template. So if you have any ideas though, dude, just map it out in that document. That'll be kind of a living, breathing document for us to work on. And then. And then. Yeah, man. And I'll just customize that and we'll work together on, on a lot of things so you can see the process and understand it. That way you can offer that to your clients. Yeah, dude, I have a lot of the resources and stuff. I just need your information, your offer, everything kind of like in front of me, case studies, things that I can push and then I'll be able to customize that language and build that out for you. Specifically.
Last, last question. When I get to the place where I am offering this to my clients. What does that look like? I just, you know, I have account. I give them a sub account and then I just upload all the snapshots to them and they're just good to go. And I just, you know, customize a couple things.
Yeah, we would have to build probably a new snapshot for them because they're going to be different than you. And once we have that set up, then, yeah, you would just add them to the snapshot, upload the things, and we would just have to build out a. Basically a fulfillment workflow for that. But we can leverage building a snapshot and go high level to actually get that dialed in for your clients and kind of have just the blanket snapshot for them.
Awesome. Do you think it makes sense to, like, let's just take care of mine first. Let's build everything out and then let me focus on the. My offer, how it is, and then when that's done, then we maybe.
Yeah, exactly. Then we start looking at fulfillment and how we can pack that in and how we can add that and optimize that. Because, yeah, it took me a while to build out my snapshot for my own dealership clients, but now it's like so good. And that something that we'd want to do with you too. But yeah, let's focus on getting your. You clients, and then we'll focus on getting your clients clients once we get that built out. You know what I mean? Sounds good.
So.
