HighLevel & The Future Of Digital Marketing Agencies with Shaun Clark

In this live episode of the 7 Figure Agency Podcast, host Joshua Nelson interviews Shaun Clark, co‑founder of HighLevel, to discuss the recent HighLevel Summit, the platform’s latest product roadmap, and how those developments shape the future of digital‑marketing agencies. They recap the summit’s size (≈600 attendees) and highlight the community impact, then dive into a series of new features: a Company field in the CRM to support B2B workflows, an affiliate‑management tool that enables joint‑venture referrals, the LC Phone and Email systems that replace Twilio and Mailgun, Google Local Services Ads (LSA) booking integration, a managed WordPress hosting offering, enhanced social‑posting with CSV bulk uploads and template libraries, TikTok lead integration, new reporting and attribution dashboards with sub‑account analytics and upcoming email A/B testing, and expanded payment gateways (Authorize.net, Square, Apple/Google Pay, ACH). They also address user‑requested features such as support ticketing, multi‑contact conversations, and calendar improvements (recurring, group bookings, payment‑enabled slots). Shaun explains HighLevel’s pricing philosophy—flat‑fee, high‑margin model that avoids per‑account charges—and shares the company’s growth: over 300 direct employees worldwide, recent PE investment, hiring sprees in engineering, support, and success teams, and a commitment to reinvest profits into product development. The conversation ends with a Q&A, community feedback mechanisms (ideas list, recordings for purchase, upcoming summit), and a strong emphasis on building tools that let agencies generate revenue rather than paying for SaaS overhead.
Chapters
This is the 7 Figure Agency Podcast. Discover the strategies and techniques to grow a highly successful and profitable digital marketing agency with your host, Joshua Nelson. All right, welcome everybody. I am super excited for today's session, so excited to have you guys on with us live. Again, we're here with Sean Clark from HighLevel Software. We're going to be talking about HighLevel and the future of your digital marketing agency. Really, the ball is constantly moving. Things are constantly changing. And so kudos to you for being on here and kind of trying to remain on the cutting edge with what's happening in digital marketing, in software as a service, in things you can do to drive better results and better outcomes for your clients. Couple of things I've got on the agenda for today. And of course, we do want to make this interactive. So if you can turn your webcams on, that way we can kind of connect with you guys, answer questions that you might have. Um, couple things I want to make sure we do. We're going to talk a little bit about the highlights from the HighLevel Summit. It was an amazing event. Um, I was blown away by Sean and his team and everything they, they brought to the table. Uh, Sean and I'll talk a little bit about some of those key takeaways. Um, I had the opportunity to share, uh, at the summit on the Ultimate Agency Funnel, so I'll talk a little bit about that and how you guys can get access to some of the key resources from that particular session. We'll talk about some of the new things that are happening with HighLevel, right? HighLevel is rolling out new things almost on a daily basis. So kind of what's changing, what's new. We'll talk a little bit about how you might be able to get recordings of the session. What's the plan for 2023 with HighLevel and whether they're gonna do the summit again. And then we'll open up for you guys to answer, answer questions. So give me a 1 in the comments if that sounds good, if this sounds like a productive and good use of your time.
Fantastic.
Alright, Sean, I'm doing all the talking. I want to give you a chance to say hi to the group and anything you want to say.
No, no, you're a much better speaker than I am anyways. And I love that you're organized and everything. So you just make me look good. I appreciate that. But yeah, hey everybody, thanks for letting me come and hang out with you today. Hopefully, as many of you as possible got to come to the summit. But if not, to answer that, to jump ahead, we will have one next year. Absolutely. You know, it was our first event. We didn't know how it was gonna go. And quite frankly, I think it went way better than any of us anticipated. So we had great speakers, great people. I think it was a good size to keep it intimate. So yeah, we're definitely gonna do it again.
Yeah, fantastic. That was amazing. I loved it. And I go to a lot of these conferences. I went to Traffic and Conversion for years and years and years. I love being at events. I love the energy of being around other successful people. And you guys just brought a world-class event, a world-class experience. The caliber of the attendees was amazing. Like, we're talking about some of the, the best and brightest coaches, influencers, you know, minds in the industry, as well as the attendees. Like, almost everybody there was a player, somebody that does this full-time and is really making things happen. Um, I don't know if you guys can see this. This is an image of the summit. Um, I guess I feel like there had to have been at least 500 agency owners there. Sean, how many people were actually in attendance?
600. So we, yeah, yeah. And that doesn't include speakers and, um, team and guests and on team and all that stuff. Yeah, yeah. That's just people, those are tickets sold, attendees in seat. Um, we were counting at the door. So yeah, 600, which I think is perfect.
So good. And it was, it was an amazing experience for those of you that were there live. Just put 1 in the comments if you were there live and you enjoyed the summit and you got like good value from the time, good value from the sessions. I see Chris Rodriguez is on here. I know Nick Clapp was there. Amazing. Sean, I'd love to hear like, what were, what were some of your high points from the, from the summit? Like some of the things that you really loved that you felt like really stood out to you?
Yeah, so I mean, I, the number of people who weren't, who weren't identified ahead of time as, you know, like an influencer or speaker who who I didn't even know, most of them came up to me and said, hey, I really wanted to say thanks a lot. I was doing 10 clients last year, and now that I've moved over and I'm moving on to SaaS, I've got a $10 million business, a $5 million business, a million-dollar business up and running. And I never thought I could do this. And while I was super thankful for the appreciation and all, what I loved was just the fact that we could be part of those journeys. So just seeing all the people that we're helping and seeing all the people that are helping themselves, quite frankly, do something different, really scale their agencies, and honestly, in a way that is remarkably different. And the stories are so different. Like, I had people talk to me about how they're raising money. I had people talk to me about how they're selling their businesses, people who have hit new revenue targets, all of that stuff. So just being able to be a part of that story, I would say, is the biggest highlight for me before we even get into great speakers and amazing, amazing presenters and things. Just the number of people kind of quote-unquote in the crowd who are doing amazing things have yet to be recognized. That was the standout for me.
Love it. Yeah, yeah, 100%. The, the quality of the attendees, the, the, the attendees that aren't like thinking about it but they're actually using the software, they're making money, they're getting better results for their clients as a function of it, was awesome. And then the speakers. Holy cow, you guys had Frank Kern, You had, uh, Billie Jean, you had Matt DeSanto, you had really, really sharp speakers. The energy was high, the content was great. Um, kudos to you and the entire team. It was, it was a great, great event.
Thank you very much, I appreciate it. Yeah, we had a lot of fun doing it. That's— we're gonna do it again.
Okay, so you said for sure there will be a 2020?
Absolutely, 100%.
Put 2023 in comments, guys, if you're committed to find the time to get down to wherever they're going to do this thing and participate, because it is a— it's a great event. It's really the agency event to be at.
All right, well, you know, we learned a lot from you, Josh, so we'll probably just do it in Dallas, right? You just use the home court advantage every time. Now you do it simple.
Yeah, man, don't like— every time you've got a great venue, you've got a great setup.
We've got one advantage you don't, which is we're in the middle of the country. Um, you know, we don't have your beaches though, so, you know, I think it offsets. But, you know, at the end of the day, um, I, it was a good, it was a good location. The thing I'm gonna push hard for though is keeping the size. I thought the size was really good. Um, so as much as I'd like to, you know, get a bigger venue and go bigger and all this other stuff, I really don't wanna lose the intimacy of the event. And I thought it was a really good, uh, mix. So I think we're gonna probably sell, you know, maybe 100 more tickets, maybe. But I think I'm gonna try to do exactly what we did this year. Get A-list speakers again and just make it, you know, the same type of event where it's like, even if you don't like HighLevel, even if you don't want anything to do with us, you're still willing to show up just to hear, you know, some of these speakers who are phenomenal and have been around for a long time and have a lot to teach.
Yeah, I love that. So kind of keep it tight. Don't make it this massive, you know, you know, out of control thing. Keep high quality, maybe confine the number of attendees.
Exactly, exactly. Because I feel like that's always the push, right? And I've been to a lot of software events and they become these just sort of monstrosity events where you're either living in Boothville, you know, where it's like 100,000 vendor booths and that's never fun. You got mega stages and all this other stuff. I'd rather just, you know, even if we had to charge more because somebody, you know, we wanted some super rock star speaker or we wanted to hire some crazy band or something, I don't know what ideas my team will come up with next. I'd rather do that and keep it the same size than really get— make some huge event where people say, well, you know, it was a really great spectacle, but I I didn't learn anything, or I couldn't connect with the speakers that were there that I've always wanted to meet or whatever. Versus if you look at the pictures from the event, like, if you really want to meet with— meet Billy Gene, well, great. He came to the after party that same night and you could have talked to the guy, taken a picture with the guy, like, really met him, you know? And how many people came and met you, right? Who may or may not have seen you in person, may have always wanted to hear you speak. I think you're a phenomenal coach and presenter. And so I just love that, you know, people have the opportunity to come in and maybe experience you without, you know, if they haven't gone through your coaching program yet. So I like that size.
Love it.
Yeah, I would love to hear from you guys in the comments.
For those of you that were there, like, what was your favorite thing about the event? Like, what did you like best? You can put that into the comments. Sean, one of my favorite things was when you kind of rolled out all the new things that are coming out this quarter for HighLevel, and you did it like, that's my favorite. Number 1, number 2, number 3, number 4, number 7.
Yeah, exactly. Sold. Moving on. Yeah, exactly.
If you, if you had to list maybe like, um, you know, like the top 3 to 5 rollouts that are coming— okay, yeah, that's—
I keep getting asked this question. It's like, it's like trying to pick your favorite kid or something, right? Um, but you know, I think, I really do think, you know, the company object in the CRM is cool because it moves us more, uh, down the B2B route. Um, I really love the affiliate management stuff because not only do I think that's very appropriate for marketers, I also think smart marketing agencies will realize the potential for that to become a referral management product for local brick and mortar businesses. I think that, and I think as an expansion strategy, being able to get your existing customers' customers to speak about you to their friends and their family and incentivize them to do so is a really untapped market. And I think something that we're gonna see a lot of in the affiliate marketing software that we rolled out will enable just that. I would tell you the LC Phone System, the LC Email System, to me, they always seem kind of boring, but I think they're exceptionally powerful in that no more managing Twilio, no more managing Mailgun. All of that sort of just goes away. And as we see it on the back end, there's a lot more complexity now. So all the regulations around texting and calling, dealing with deliverability issues on the email side, we're able to really handle all of that now in ways that we weren't before. And so I think those are some of the bigger announcements. I'm trying to think. I'm trying to— Scroll as, scroll as I can.
So just, just to be clear for everybody, right, used to be you only had the contact that you could really work from, and the contact had their name and their email address. Now with this company append, can you talk about what that means for the user of the, of the CRM now that we've got that company value?
Uh, yeah, that would be, yeah, that'd be great. I would love to know kind of what people But for this crowd, the thing that I would point out, because I know your group, those are some of my favorite people because they focus on my next favorite people, which is the local brick and mortar businesses. The Google LSA stuff that we rolled out, I think is huge. It's funny, from some of the grizzled folks, I get like, well, why should I? How does that create any value?
And rah, rah, rah.
They can set it up themselves and pull this. Well, We got to kill Brad. So with the LSA stuff, anytime you set up anything, whether there's lots of things you can do for yourself that people do for you, and it doesn't mean they're not valuable, but on the LSA booking, they cannot do it without you. So this is the ability, right, in home services, real estate, and legal, and hopefully soon to be medical and restaurants, to be able to actually book an appointment through Google, through the LSA product. And all of that is powered by the HighLevel calendar. And anybody in this group who— well, almost all of you in this group being very experienced marketers, you know that there are a couple of platforms out there whose names we shall not mention who have this capacity to do this. And now you have the capacity to do this. And so it'll say in partnership or something with Lead Connector. So it doesn't have the HighLevel logo on it. And now you can actually put these booking ads out on Google. I think that right there is a huge win for anybody who serves any of those niches. Um, and I think again, you know, this, that type of release for this crowd should be a massive win and something that everybody runs out and sets up.
100%. Yeah, I love that. And I think that, um, the ability to take that to the next level in terms of how you manage LSA, that's a big part of what we do for our client base to get them results. And so the more we can integrate that into the platform, uh, the better. I'm really excited about that. I'm excited about the company field. I'm actually also very excited about the phone system piece, which being able to like walk us through what that means, like kind of that upgrade to the phone, Twilio phone.
Yeah, yeah, yeah. So this is kind of on our, so directionally we're headed for a full phone system, right? So we also launched inbound calling on mobile at the event. We'll have inbound calling on desktop this quarter. But as part of all of that, we took over all the management essentially, or have the option to take over all the management of the phone system on the back end. And, you know, anybody who's been here for a minute, they've seen, you know, it used to be you could get a phone number, text anyone you wanted, and at the very worst, you might have to drop that phone number and roll over. But then, you know, you know, I always joke this is the one thing that both sides of the political spectrum get on board with, which is no more robocalls. And so the carriers try to get ahead of this by creating ATP-10-DLC, which is sort of like its registration thing where they basically can track your business at either the Social Security number level or the EIN level. So you can't basically go in, buy a number, spam people out, flip the number, and keep on trucking. All the spam reports track back to your business. So all that sort of is, is a lot of complexity. Plus the carriers now want to make money off the deal, so they're charging for it. And every 5 minutes, I swear, they're changing the rules. And so what we're basically doing as part of this is we're taking over all of that hassle factor. And just sort of obscuring it on the backend. Because we got some volume initially out of the gate with our beta testers, we were able to get a 10% discount off rack rate. So we were able to pass that on to everybody. So now we're 10% cheaper than Twilio. So on and on and on this goes. We also put in a ton of protection. So like we found some of our heavy SaaS users, they'd have someone come in with a stolen credit card. They would grab a list of 30,000 people off the internet and they'd try to blast out with a bunch of spam messages. With this new system, we're able to actually track that. So we have ramp periods so they can only send out like 100 new messages or something on the first day. If they get a bunch of spam reports, we'll shut their accounts off really quickly. Instantaneous billing because we found that there was a billing lag. So Twilio, like when you send out a text, it takes a long time for Twilio, like up to 24 hours to webhook back and say that's how much the text actually cost at the end of the day. So we basically built in an internal billing product that would shortcut that process. and then later on do the back math on. So basically it has a, it has an estimate of what we think it costs, and then later on when Twilio tells us what it really costs, we'll do the difference. But it allows for instantaneous billing, so we suck the wallet balance down. So again, if somebody has a real credit card that will really recharge, we'll still catch them on the run and we'll start billing them very quickly. And so you'll either get funds off Oop, I think he's got muted. I got muted. I was like, oh man, must be saying something terrible to get the host to mute you. Um, anyway, so all that to say, all that's built into the LC Phone System, and so that's why it's such a useful thing. And as an agency owner, quite frankly, if, if you don't have some crazy use case here, why the heck do you want to manage your own Twilio account anyways? That's kind of the bottom line. It just goes away into the ether. You save money doing it and hopefully free up a lot more time on the management side.
Yeah, I love that. I think, you know, you guys are trying to solve the biggest problems or issues that, you know, agencies are having with the system, which is setting up the emails so that the emails can actually get out, setting up, you know, Mailgun and figuring that whole thing out, setting up Twilio and making sure it's synced so that they can make the calls and send the text messages. You guys being able to take that off the, off the plate is gonna be huge for, you know, the ability to quickly roll this out. And get results. I'm really excited about that. Sean Tiberio is asking, is inbound calling on mobile live now?
Yeah, it's live on Android right now. iOS is up next here, and I think it's the next week or so. And then I'm actually more excited about desktop. This is the interesting and fun part about having different teams. So in this case, the mobile team had an extra bandwidth and they heard about this. And so they're like, we want to be first out. So they want to beat everybody to the punch. So they raced it out and they raced so fast, of course, that they put Android out. They got Android working. They're like, okay, great, let's just get it out so we can say it's live for a level update. So they did a great job. This is exactly how we like to roll. So they did fantastic job, got it out, and now they're like, okay, now let's go back and do iOS. And then the desktop team in this case is like catching up because they had a bunch of other things that they had to get out that sort of was ahead of that. So we get these weird, these sort of weird timing issues, but it doesn't matter. It all comes out in the quarter. It's exactly what they should be doing, and I'm pretty happy about it. The other two things I wanted to mention is we have WordPress hosting now live, which I'm really excited about. That took a long time just with plugin management and user management. So I think that's really exciting. And then also, you know, just some of the stuff that's still coming out, but like the, the templates library that we got out, I think is really exceptional. The email A/B testing that's coming out is really exceptional. Oh, and then on the CRM side, the— we're doing two-way email sync without Outlook and Gmail by the end of this quarter. So that's, I think, going to be a huge feature as well for the B2B folks especially.
Amazing. I'm just trying to see if you have a question because we're getting comments like put, put a big Q in the comments here with the question if you have it.
You know what I think the suggestion I would have for Zoom is I guess you can't do the Q&A without being in webinar mode. But then if you're in webinar mode, you can't like hang out like this, right? So they should add Q&A.
They need to find a Q&A, some balance in between, right? So that you don't.
Yeah.
This massive, massive—
well, yes, because you want to hear people's comments, but you also want people to be able to lodge questions so that way you don't have to like lose them and scroll them out. So Zoom, if you're listening, share, right? Yeah. So anyways, I think, you know, and I think a lot of those features are really useful and even like basics, like on the calendar side, recurring appointments is coming out this quarter, group, like group booking. So like if, if you like have a sales team and so booking let's say a sales call means booking like 3 people, we'll have that sort of commingled booking. We'll also have the ability to add guests to booking as well. So I mean, all of those sort of things will help round out the calendar pretty well for a lot of different use cases. So a lot of this stuff, while it's sort of— they're 2 pointers, they're really strong 2 pointers at this moment because it really starts to back up a lot of that core functionality.
I know there was an update, something about being able to push directly to TikTok or some integration with TikTok.
Oh yeah, TikTok integration. So yeah. I mean, I mean, so I— well, I'm old, I guess. So when I hear about TikTok, I always think, oh yeah, you mean that thing that teenagers are all doing and, you know, just the kids do. But, you know, like, like all, like all old people, you know, you find out you're wrong, right? It's everybody. And so even at the event, I walked in on Joel Kaplan's talk and he was talking about TikTok. And it was so interesting because he said, you know, I have an HVAC company. Who's using TikTok to generate HVAC appointments, which blew my mind, right? Like, that is the most— I mean, no offense to HVAC, but that's a pretty boring use case for a platform that's like video views. But what it proves, right, is that it's a big thing. And on our side, we're seeing huge traffic. So anyways, this is literally the lead ad integration for that. So Facebook has lead ads, TikTok has essentially the same thing. So we have that integration live out today. Obviously you can automate with the workflows and all of that. And then the social posting team, of course, is going to have TikTok rolled out as a channel here this quarter as well. So you can post for social media posting. But I think it's good to mention just because this crowd, I mean, maybe some of you are like me out there. Don't worry, you don't have to raise your hands and admit it. But thinking, well, can TikTok really be useful to a brick and mortar business? But the answer is yes. Apparently it can. So something to definitely explore.
Yeah, if we're talking about the future of marketing right now, um, you know, the agencies that are running TikTok ads in like local-based businesses are getting really high volume of leads at a low cost. So this is a future-based thing that you can sync right into HighLevel, trigger your follow-up sequences on behalf of the client, have that built into your snapshot, and really be ahead of the game, which I think is, is really exciting. The other thing I thought was pretty interesting that you've got the social posting feature now with the ability to CSV upload all of your posts and not have to do them one at a time. Talk a little bit about that because I think for this group that's really beneficial. Yeah.
Okay, great. Yeah. So I mean, this has always kind of been my beef. I always say it's like I love marketers for this and I hate them at the same time, which is that they tend to go all out and think custom is the way to go. And if everything's not custom, then it's not valuable. But the reality is that it's not accurate, right? So what we're looking for most of the time is, I would hope, is an ROI positive result. And so the way I sort of think about this is If you could take the same social post for Plumber A and give them to Plumber B, C, D, E custom values. So some of the text is different and all of that. If you could scale it across all your clients and they're all getting great results out of it, why in the world would you not want to do that? Because it should allow you to create good outcomes for that business and you should be able to lower your price, right? Because you're paying one time essentially to create those social posts and the CSV upload makes that possible. So it's the idea that you have all of these social posts pre-canned, And then you just upload them to each of your, your accounts and boom, there you go. 100 posts for you, 100 posts for you, 100 posts for you. And now they've got this huge social posting calendar and you can pre-schedule them. You can do all this cool stuff. And so they've got their social posts for the year, let's say, and now you can sell it to them for, you know, whatever, one fixed price, or you could do it monthly for a monthly price. And it's even in, I haven't announced this yet, but it's in the snapshots as well. So if you wanna go the other way, put them in a snapshot and update them via the snapshot, you can also do that same thing. So Lots of different ways to do this, but the gist is here's how you create another monthly recurring service. Again, in my opinion, at hopefully a utility price point rate that almost every customer can say yes to. And on your side, the production costs and the maintenance and the scalability are very good. Yeah.
Sebastian, yes, HighLevel does social posting. It's something rolled out, I guess, about a quarter and a half ago.
Yeah.
Do it at scale, right? You could do it at scale.
Yeah, yeah, yeah. Now you can really go gangbusters. And you know, again, I think that's a fair comment because, you know, I'm not surprised that people don't know all the things that we do because we do so much and we only plan to do more. But, you know, again, our mission is, it hasn't really changed. Anything as an agency that you do, you know, our goal is to provide you a version of that that we hope is gonna be the version you would choose. And so, you know, from WordPress to social posting to blogging. Oh yeah, we do blogging in case anybody didn't know that. And everything in between, that's kind of our mission. But on the social posting, I just think it's such a slam dunk. Oh, same thing on the email marketing side. I mean, it's very similar, right? These are things where if you say to any small business, look, are you posting 3 times a week on social media? And are you sending out a monthly newsletter or weekly newsletter or whatever is appropriate? The answer is always going to be no. And if you can give them like a $300 to $500 a month sort of solution for that, very few businesses can't say yes to that. And so We're hoping to really help you do that at scale.
So good. And, you know, one of the reasons we're calling this the future of digital marketing agencies is, you know, in the past, you know, as an agency owner for quite some time, to do these things, we needed to have Infusionsoft to do some marketing automation. We needed ClickFunnels to set up the landing pages. We needed MailChimp or Constant Contact to set out the emails. We needed Calendly in order to set up the calendar invites and reminders. We needed like 17 different softwares to do what we wanted to do for ourselves as agencies. And then those same softwares to do it for clients, you know, with HighLevel. Now they've got all of these running in one application, and you have the ability at basically no incremental cost to roll it out for your clients and be able to say, hey, you need to have a calendar, you need to have appointment reminders, you need to have this funnel with all of this integrated. That's why this is the future for agencies. For those of you using it, you already know it. You're just getting more excited about the new things that are coming out. For those of you that aren't yet, you really need to check this out because there's no other application available and there's no other group that's as committed to the agency space as Sean and Robyn and the HighLevel team. Like, they're just committed to making this best in class, figuring out where the bottlenecks are and solving them on behalf of their users, which is, which is amazing.
Now, how many people here are either using affiliate marketing or, or have thought about it? Because I'm just curious.
So like, that's a referral program for your clients or for yourselves?
Or for yourself. So actually, I'll start with just the agencies themselves, because something that I hear a lot, right? I'm in a niche, I'm in a niche, I'm in a niche, right? I'm in a plumber niche, I'm in a lawyer niche, I'm in a whatever niche, you know. Um, and a lot of times people will say, well, how do I grow my agency? Not that they should ever ask me that question, but they do. Um, and so I just sort of say, well, you know, have you ever found a Facebook group where there's a lot of lawyers there or a lot of doctors there or something? And they say, yeah, yeah, I know, but what could I do? And this. So this is kind of my spiel on this is, you know, go into those groups and make a deal with the owner of the group. Say, listen, let me come in and sell my, my HighLevel, essentially my branded version with all my snapshots and everything else, and cut them in on the deal. And this is how you would use that affiliate software. I mean, these are the types of things that I think somebody like Joshua Nelson knows way better and will teach you guys over time. But I'm just curious. It sounds like a lot of you are doing it and a lot of you are thinking about it. And that's just something I would say, you know, always The way I always sort of think about this is like, how can you magnify your effect out in the world? And finding a bunch of X, right, sitting around already in a group, I think is a huge way to do it. And most of these group owners, I will say personally, having talked to some of them, they struggle because they've got this really great group that they probably put together as a passion project. But boy, that's a lot of work behind the scenes. They don't talk about it a lot, but just approving people and kicking people out and dealing with this and putting in content and all that. They have all this responsibility on their shoulders, but there's not a really good easy way to monetize it. And if you're selling something that they need and you can cut them in on the deal automatically on a recurring basis, I think there's huge, huge value there for them and huge value there for you. And it's just kind of a win-win. Um, so just a—
just something I think in the agency space, Sean, it's more like in, in the B2B e-commerce space it's called affiliates. In, in this world it's really more joint ventures, joint venture relationships. Yeah, there you go.
That sounds cooler anyways. I like it.
I think the affiliate plug-in that you now have access to in HighLevel as your joint venture automation, like where you can track that, that joint venture revenue and be able to show them, hey, look, you brought me 7 clients. This is how you're going to get paid, whether it's a one-time or an ongoing. And this can track all of that for you. I think that the big play is, is joint ventures. The other big play is just having a way to track and reward your clients, right? Because if you can get your clients to refer you to 2 or 3 people, and have a system to easily manage and track that, that's a game changer. And really, that's, that's what this, this piece is all about in my mind, Sean, as I understand it.
Yeah, yeah, I don't disagree either. You know, and the fun part also is like, I don't know if any of you saw the new reporting. Let me see if I can— I'll just give you a quick overview. But this is the brand new reporting that we rolled out at the subaccount level. And it's really cool because you can come up here and you can sort by all— this is really a SaaS play, right? So The goal here is, hey, I want to know how are my active users trending, right? Are we adding more active users? What columns am I showing? All this other stuff. And then the other cool part about this is you can actually then click in on reports and you can look at all these trend lines and stuff. And the idea here is, as you're really trying to figure out, am I getting utilization for my clients? You could come in here and see if they're doing stuff. And if they're not doing stuff, you can reach out to them and say, hey, you got to get on this. Now we're going to drive this into workflows in the coming months. So that you can automate some of this stuff. But this sort of reporting will continue to become more and more at the forefront. We also have an email version of this going out this quarter where you can automate an email out to your clients, kind of showing them their success. Because one of the things I think oftentimes is it's not about— in fact, Josh is the king of this. He's somebody who understands this so well. He has this amazing video or video email he sends out to his clients that show all the leads and all the clients and the ROI and all of this stuff. And it's this really cool way to communicate value. And so we're going to try to do something very similar. As I always do, I steal my best ideas from people. So this one I'm stealing from Josh, but really trying to show people what are we doing for them and automating that. But in the short term, anybody who's on the SaaSpreneur plan or the SaaS plan has all access to this reporting right now. You might have to turn it on in Labs. So if you don't know where that is, it's like Settings and then Labs somewhere. Oh, maybe you don't. Never mind. But whatever, you might have to turn on beta features. Oh, yeah, here it is.
I think down here.
Beta features, but that's available to everybody right now.
So good. Love it, love it, love the new reporting. Really excited about if you can replicate the reporting we use in HighLevel. That would be amazing for me and every one of these users because just to easily show the client, here's how much you spent, here's how many leads you generated, here's your average cost per lead, and here's what we're showing as your return on investment. You really become bulletproof for your client, right? They can see exactly what the return on investment is. And assuming there's a good experience and a good relationship, they'll have no reason to churn.
Yeah, I don't disagree. And we're gonna have A/B testing for emails come out this quarter. And they're gonna start with stuff like open and click, and you're gonna be able to test different subjects and different body content. But the groundwork I'm laying here is the ROI concept. So, you know, you send out an email and then you create an attribution window and then you look for any revenue that you could attribute during that attribution window. Off of an action on that email? So if I open the email or click the email and then from, let's call it a week, you could set it. Let's just say within the next week, does Sean do anything? Does he buy anything on a funnel? Does an opportunity of his that has money get converted to one? Is there any way for us to actually see that or see that value and then be able to then take that revenue and attribute it back to the email and sort of say, show people actual revenue from email sent? That's something fun we're working on that'll be out in the next 2 quarters that I think people will love. So good.
Sebastian is asking, will subaccounts be able to connect with their Square accounts? Marketers use Stripe, but a lot of people—
Oh, good question.
Yeah.
So payments, that's a great one. So we're adding Authorize.net first, I believe, this quarter, because what we kind of know, right, is that all of you run into businesses every single day, whether you prefer a payment gateway or whatever that's different, or whether you just run into a business that says, look, I'm just firmly committed to my Wells Fargo payments or whatever, we want to give you the yes for that.
So we're going to do that and we'll authorize basically sync with any merchant, right?
It kind of becomes almost any merchant. Yeah. So I mean, Authorize.net has been around since the beginning of time, I believe. And the reason they are still here is because anybody who says I've got Maverick Payments or Blue Payments or Inside Out Payments or Triangle Payments or whatever payments, they almost always have an Authorize.net integration. And so it should give us maximal coverage. Integrating with the payment gateway is a pain in the neck because you have to maintain it, it changes, you have to hook it up to funnels and calendars and invoices and all this other stuff. So we're looking for something that gives us a lot of variety. And so we'll start with Authorize.net and then we'll kind of go from there. We'll also enable Apple Pay, Google Pay, ACH payments at Klarna and something else on Stripe because those are all just sitting there ready to turn on. So that will go live. And then from there we'll kind of, we'll sit back, we'll look at the adoption, then we'll decide the other two that I would sort of, I could see a good argument for is QuickBooks and Square. I'd be curious though, I feel like Square is like the, like the vegetable, you know, it's like the farmer's market payment method. Are they, are they making their way upstream or something?
Is this exactly a lot of, a lot of local, you know, your local chiropractic offices, your local, local businesses, because it's so easy.
Interesting. Okay, well, there you go. Well, that, that's good because I was like, you know, as fun as it would be to go after the farmers markets, there's a very low margin there. So I'm surprised. But it sounds like if this, if this, uh, if this crowd knows it, then we'll probably do it. It's definitely one of our highest voted, just so you know. So I think it'll probably be like Authorize.net and Square at this point. And then maybe QuickBooks after that. But at some point we're going to stop because it's like you can't build them all, right? Well, and it's just like it's corn. It's like Bob's corn and Jim's corn. And it's like it's just corn. It's payments, right? At some point. So, but we, you know, I think the friction point there is I have an existing payments vendor. Can you deal with it? And we just want to be able to say yes and help enable all of you to just make that go away. Oh, and the good news is we're not charging anymore for it. So we're not going to like try to sneak a 1% fee in on you or anything. In the backend. So you guys will be able to just add those just like Stripe for free.
Love it.
Love it.
I do want to make sure we have time to open up for some questions. Yeah, heck yeah. One thing I wanted to know, Sean, was recordings. I think I saw something about the ability to purchase the recordings for those that weren't there.
Yes, I think you can do that at level up. Oh, yeah. In fact, look at that. My team is on it. If you just go to levelup.gohighlevel.com, the button has changed to Purchase recordings.
Purchase. So if you wanted to get those recordings, there's some great sessions. Peng Joon, Billie Jean, you know, Matt D'Amato, my session.
Peng Joon, probably because I'm an immature person at heart, but I thought he was one of the funniest guys. And because he's— when you talk to him and meet him, he's just so sort of like deadpan and middle ground and just seems so kind of like, yep, he's just kind of there. And then when he gets on stage and he starts talking, and then you see that music video he does about his Facebook ads. I just thought it was hilarious.
Yeah, the music video was fantastic. It was super funny. Yeah, he was great. He was great. Frank Kern was awesome as always, you know, just silly, irreverent, but still very practical and useful information. So definitely grab the recordings. I did have a session on the Ultimate Agency Funnel, which I had a lot of fun unpacking. Again, this is the funnel that generated $32 million in booked revenue for us across the last 10 years. So it's a very proven funnel and it's been rolled out in a lot of different ways. This was the visual that I walked everybody through. While I can't give you guys the recording of the session, you got to get that from them. You can get the, the workbook and checklist that I put together. So if you want to grab that, you can go to 7figureagency.com/funnel. I've got a great checklist there. It walks you through the process and the thought process on how to build that funnel so you can get clients coming to you pre-positioned to buy in your agency day in and day out. So there's my, my little plug for today's session. So anything specific you want to share with the group, or do we want to open up for some questions?
Yeah, no, I mean, we're gonna keep doing what we're doing. So we have a lot of features piling on. So, but I love learning from this group. I think this is one of the most exceptional group of agencies out there. And so I would love to hear any questions you have, comments you have, suggestions you have, like You know, I'm all ears. I love to learn, so feel free.
All right. So we got like 80 or so of you guys on with us live. If you've got a question, just unmute yourself and you've got Sean's undivided attention here for a couple of minutes. Questions, thoughts? Let's, let's do this. Anybody? Or just put a Q in the comments if you've got a specific question. Otherwise, we can, we can talk about something different.
Hey Sean, it'd be great if you could do like, uh, payments between to multiple service providers. So like if we could take a, um, let me turn on my video, but if we could take a like a payment token and then split it on the same funnel between Authorize.net and Stripe so that, um, we can kind of load balance on our own doing instead of just relying on Stripe and maybe get canceled. See what I'm saying?
Okay, so we are designing the ability. So when we add Authorize.net, we're gonna make it so that you can add multiple payments providers per sub-account. And then somebody was asking about, one of my product managers was asking about this, NASA. So we were trying to figure out like, do we let them assign it to the product or do we let them assign it to the funnel? Like where's the split? Normally go for the payments vendor. So yeah, that'd be— so it sounds like almost product would be it, right? Or do you just want some kind of randomization?
Or— well, just the ability that we could split and say, hey, I want to split between Stripe and Authorize.net, or I want to split between like 50/50 or 33 Stripe, 33 Authorize.net, 33 NMI, so that we're load balancing on our own so that we don't get too crazy of numbers on Stripe and they go, oh, we're going to shut you down, then we have no ability to to take payments.
Okay. So your call would be, I just need a percentage split, not necessarily a product split.
Or product split, either one. I mean, basically they're coming through a funnel to purchase or website to purchase. And so you could split the product, I suppose that would work and go between the two different—
I mean, yeah, I mean, we don't have an opinion either way. We want to get it right for you. So if anybody else has a comment on that, feel free to drop in the chat and I'll I'll run that feedback back to the product manager. Yeah, but that was— we definitely understood the whole point of adding payments. It wasn't just to deal with people who had other payments vendors. I appreciate you calling this out. We definitely saw around the corner on this, be able to have multiple stuff or multiple vendors in the same subaccount, because I know that some— well, I guess it's sort of a risk mitigation process of sorts. So I get that.
Yeah.
Yeah, that was a great question.
Andrew Hill, if you wanna unmute, is asking how the WordPress hosting works.
Yeah, hey, Josh.
I've not used the WordPress hosting before.
Sorry, I've got the video off 'cause I'm in the UK, the time's different, there's lots of people running around. But yeah, I was just curious as to kind of where that starts and ends and how it works. Sorry, I've not dug into that stuff. Yeah, absolutely. Well, okay, so first thing I would, these days I would tell you The system is so big. Go to help.gohighlevel and read the docs. But what I will tell you is what our intention is and what we designed for. So the goal here was we wanted a managed offering that was— again, we always sort of aim for the middle. Well, I don't know if you have Costco there, Andrew, but think Costco. It's like they never have the worst item, they never have the best. They always have like a good one in the middle. And that was kind of where we were aiming. So it's a managed offering. It took us a really long time to get it out because, not because the infrastructure behind it has always been great. So it's, it's Kubernetes, it's a managed database, it's super scalable. All of those wonderful things. It's not the bigger box method. So it's, it's sort of like this dynamically scaling environment behind the scenes. But what we found is when we gave it to the beta testers, people would just blow up their own WordPress instances left, right, and center. And it was always the same thing. Like they would dump in a plugin that they read about on some random website. And then invariably that plugin would do something terrible to their WordPress installation and dump it. So we spent a lot of time working on— you can manage users, you can manage plugins, you can manage restores and backups and themes all from within HighLevel. And we also have— let's see, we have antivirus coming out. It already has caching and stuff. So there's no extras on the top, I guess. So we have Google's Level 1 CDN in place. So it should be smoking fast out of the gate. There's no like hyperspeed add-ons or anything. So the goal there was just to offer like a solid WordPress offering. Now I'm not a WordPress expert. I feel really good about almost everything else, but WordPress is not my forte. So I'm, I'm, I, I can't speak to every nook and cranny of it, but the goal is to do a good job. And, and so far I would say we've, we've gotten good feedback. Like every, the, like everything we do when it's new, there'll be invariably be some problem or another. But the good news is we have a very good team on that product and we're committed to continuing to move it forward until it's perfect.
Yeah, I appreciate it. Go ahead, Andrew.
No, I was just saying we're kind of new to it, so we've not checked it out yet. We use SiteGround at the moment for kind of WordPress hosting. So I was just curious, is it kind of a replacement? Yeah, yeah, yeah. Oh, walk before you run. So there's no— you don't have to move anything over of consequence. You don't have to move over anything at all. You could just try it out. One thing I do think is pretty cool is our pricing model there. We do have an unlimited plan. So for the right people, I think we'll sort of blow the pricing out of the water. But again, what I always recommend with any of our features is if you're at all concerned, just test it with something of no consequence to your revenue stream, and then you can really sort of push the thing to the envelope and see what's going on. I do know we have some, some very large e-com folks that have recently moved over and their stuff is doing well. So with that, I do know we can support some very heavy, heavy loads.
Appreciate it. I know that the Google CDN's a big deal, right? Because site speed's so important for local SEO and for conversion optimization. Have you compared to like WP Engine, SiteGround, some of these platforms that most of the agencies use today for the WordPress hosting?
Yeah, we have through our customers. So first of all, WP Engine, we know because we have a relationship with Google and because they just blogged about it, they're on Google Cloud just like we are. So we're all sort of sitting in the same spot. So I think that's that. And honestly, We got early access to the Google CDN. I, I just put out there that whatever we have access to, someone else will have access to. And in fact, I think at the end of the day, WordPress is, it's come back to payments. It's sort of like Korn to some extent. It's the same product. And so our mission here is like, you know, there's no way we can't take what a WP Engine or a SiteGround or somebody and offers and offer it at half the cost essentially, because fundamentally that's 100% of their revenue. They're looking for 80-90% margins on that product. If we get 40% margins on that product, I'll be thrilled. So I mean, at the end of the day, I think, you know, I hate to say like, we're already there yet, because I— we have some very smart people on this call who have some very, you know, sort of good use cases, a lot of experience, all of that. We don't have FTP access. I know that's a miss for us. It's coming out later this quarter, that kind of thing. But all in all, I would say we're probably shoulder to shoulder with those folks today. For 90% of people.
And there's a mechanism to bring in existing. So they, if they tell you, oh yeah, we have, oh, sorry.
Yeah, we have a full import thing where you can export your current existing site and import it over and it automatically spins up the instance that we give out staging URLs and stuff. So you can check the staging URLs. You don't have to like cut over to, you know, cut from one site to another. You can test everything out before you cut over, that kind of thing. So it's all just kind of sitting right there ready for you.
Very cool. And the beauty of it is if you can keep all of your client stuff, in HighLevel, right? You've got their directory management on Yext, you've got their hosting, you know, through the system, you've got their, their calendar, their marketing automation, all in one platform. That, I mean, that's really—
yeah, that's the idea. Yep, exactly. And we have a WordPress plugin, we'll make that even— we'll go even deeper. And then also, don't worry, like WordPress will also end up getting snapshotted— snapshotted, I'm not sure that's a word, but whatever— into snapshots at some point. So You'll even have things where you're like, well, I always have the same WordPress stuff. I'm like, no problem, now in snapshots. So, you know, we'll, we'll do cool stuff like that too.
Love it. Great, great question, Andrew. Glad we got to unpack that a little bit. Roger Maves is asking, any thoughts on adding a, a support ticket system? Yeah, I don't know, Roger, if you wanna unmute for a sec. Go ahead, Sean.
Oh no, we'll see what Roger has to say. What do you got for us, Roger? Hold on, I wasn't ready to do that.
There you are.
Hey, you ask a question, be ready.
Yeah, I was just trying to take it all in fast.
Sorry, I'm like that.
It's another one of those things that I personally, for my business, have to pay another company for to use as support ticketing. And I think some businesses, local business and stuff, would use that as well.
Oh, absolutely. Yeah. Yeah. So this one's easy. I mean, we see this at 100 yards, right? So the answer to that is yes. It's just all about hiring and timing. So on our side as a company, we have— I think Varun mentioned this at the event, but we have 70 open recs for engineers right now. We literally onboarded 2 new recruiters. So we had a recruiting team of 3. We now have a recruiting team of 5 just dedicated to dev hiring. So that's 5 people just wake up and scour Twitter and LinkedIn and try to find good engineers to bring on board. And, and we are doing this, but we just wanna accelerate the pace. So really relative to that hiring, we'll have in that 70 will be the team that does that ticketing system. I would anticipate something like a kickoff of that in Q2 of next year. And nice. And we'll definitely do that because I do think that's something like you said, where as an agency you would use it, your customers would use it for their internal teams. I, I just think it'd be And I think we can do it in a really cool way where, again, you know, you look at most of the products that we all use and they're just, you know, they go, they go crazy with the feature set, which they should. But, you know, the ones we need or the ones our customers need are probably a lot lighter than that. So I think we've got good grounds to do it. Cool.
Thanks. Let me just pipe up.
This is James Hurst.
So Roger, I have a YouTube video that shows you how to build a support portal, a basic one with all native functionality. So you have a form, right? You upload documents, URL, then you put that into a workflow, custom fields. Uh, yeah, watch the video. It might, it might be good enough for what you need.
Yeah.
Can you drop the link in, in the comments here for, for everybody that wants to see that?
Sure.
Yeah. And we'll, and we'll probably go steal James's ideas when we build our own. So, you know, it's not a bad place to start. He has good ideas.
Yeah, he does. Roger, great question. I think, Sean, that, that, I think it's, it's a good time to kind of talk about the scope of the operation. You know, you guys aren't just like a startup software at this point. Oh, how many?
I'm always, I'm always alone here in my little office. But yeah, there's, and I'm the only person in, in Eugene here where I live. But yeah, we're over 300 now, worldwide, and will continue to grow. And these are all direct employees. So we don't work with contractors, you know, in any large contingent. In fact, we Very proud to say we opened an India entity, legal entity, earlier this year, rolled out benefits and medical insurance, dental insurance, all that stuff, and brought the whole team over from contractor status finally to do that. I was very proud. We've always hired direct there. We never worked with an outside party, but it was always weird because people would have to explain to their family, like, well, I work for HighLevel, you see, but really I actually file as an independent contractor. So we solved for that. That's great. And yeah, so we're kind of on a hiring spree across the board. The other big places we're hiring is success and support. We brought on 13 more people this week in success, and then we'll bring on at least that many in support. And those are always gonna be our biggest teams just because, you know, as, as fun as the features are, and I love them, they're near and dear to my heart. It's the support that I think really makes the, the difference at the end of the day. So we invest heavily in our support and our success teams just because when you do come in and you do have that feature and it doesn't work the way you want it to, or you have a question or what have you, we want to be there to help you. And one of the ways that we do that, I think that's quite different, is we also have our Zoom room where you can jump in and actually talk to someone like this, which I think is pretty unique from a support perspective. And it takes us a lot of extra money to do that, but I think it's totally worth it. At the end of the day to help make all of you successful.
So good.
Yeah. So guys, if you're, if you're on the outside here in HighLevel, you're like, you know, what's this all about? You know, this isn't just a startup anymore. This is the number one software that agencies are using. They've got, they had a large infusion of capital and they're not just, Sean didn't just like take the money and run. Like he's reinvesting that in development, in support, which is just gonna make this thing so much better in the years ahead because they're so quick to iterate. All right. So Jenna is asking the question. I don't know if you want to unmute Jenna, but I'd love to dish my reputation management tool. Anything in the pipeline for a review stream that's customizable beyond just Google and Facebook?
Yeah, good question.
I'm not sure if she's on still, but if you want to go with—
I'm going to go with— I'm going to go with we definitely have that on the roadmap. If you look from, from level update on the blog, it's actually on the blog. So let me Let me stop talking about the blog. There's a link to it. It's on the blog, and you can see what we're talking about here. But essentially, the answer is yes, we have a bunch of new things coming to reputation management. So if that doesn't suit your needs, make sure you put it on the ideas list.
Yeah, and they're great with the ideas list, guys. If you got something you really want, put it up there, and the user community will vote it up. And if it's an important feature, they'll build it. Good question. Sebastian, I know you had a couple of questions. Sebastian, are you still on with us? Sebastian Mueller?
Thanks, Sean.
Yes, I am. All right, go to it, man. Ask away. I'm trying to remember what all my questions were.
I know one of them was just like calendar stuff.
We moved from calendar to Obscurity a long time ago just because of the feature set.
One of the things we wanted to do is collect payments, not force payments, but allow payments for bookings, and then also just make the display of booking choices much better, basically. So it's not like kind of calendar-focused, it's more like, you know, hey, what time slots are available in the next few days without having to click or choose a date or go too far out or anything like that. Sure. Have you, have you met with the product manager for that team?
No, I just got on a HighLevel maybe a month ago. We've been focusing on—
Oh, perfect. Well, there you go. Well, there's his booking link, so grab a call with him. Perfect. Thank you. Yeah. So the cool thing about the calendar actually was it has been the bane of my existence for a very long time because I felt like it was kind of lagging behind. But if you look at the feature set that drops this quarter, from a use case perspective, it actually creates parity with almost every calendar out there. If you look at recurring appointments and group appointments and and be able to add guests and that kind of thing. The use case, the use cases there get matched almost universally across the board. But now, and now we can dig into some of the stuff you're talking about, which is alternative views and design changes, that kind of thing. So, but definitely meet with that product manager and do me a big favor, come with examples because we're a big fan of taking other good ideas and putting them into our app.
Yeah, I love on the calendar now that I don't know if it's, you said it's out, out, but where somebody can say, I'm scheduled, I want to add, you know, my director of marketing to that meeting as well, and have them get the calendar invite simultaneously.
Yeah, exactly. And then, you know, there are interesting— I mean, we have a use— we have use cases internally. And I don't know if this ever happens to you, but like, I'll have my CFO, and she'll want me to attend a meeting. And so she wants— what she wants to do is create a booking link where if you book, it looks at my, my availability and your availability. right? And then you send it to somebody when they book, it books on both our calendars. But that time slot was open on both our calendars, right? Whereas right now, my, you know, my CFO wants me in a meeting, she has to pull up my stupid calendar, pull up the person's calendar, pull up her calendar, just to coordinate it all. If you have the commingled concept there, you can just create a link that does it automatically.
Very cool.
Good, good question, Sebastian. Do you have anything else you wanted to ask?
I can't remember.
All right. So there's another here. Matt's asking, is there a plan to have multiple contact conversation or the ability to add CC from conversations?
So we'll have CC and BCC for email this quarter. I'm trying to think. Sean knows the plan. I know we have group conversations out there. I'm just trying to think if I've seen them or if I know. I really— I have to get back into ClickUp. I haven't— I haven't since the event. I've been just running still off the back of it. So I haven't gotten to ClickUp yet. I know what I— I know the things I want for Q4, like the, the, the email sync and that kind of thing. But I'll have to look and see where, where that's at. But I do know that it is something that we are working on. Good question.
Email sync in and of itself is going to be huge. Like I was really excited. I announced—
yeah, I mean, now we can— now we can have a lot more parity with something like a HubSpot or a Salesforce. Let's see, John and Al say this quarter for sure, Don.
Okay. Very cool. John Hanea, are you on? Do you wanna unmute for a sec? He's asking, he uses Social Pilot for all social media management. He posts to GMB, Instagram, Facebook.
Yeah, sure.
TikTok.
Okay, go ahead.
Hey, how are you, Sean?
Good to see, man.
I'm doing well. How are you?
Good, man.
Doing fine.
Yeah.
So we, we do a lot of social media management.
We have about, I mean, we probably manage about over 100 100 accounts or plus, you know, counting everything from Instagram and whatnot. And one of the issues we've been having with SocialPilot is that the accounts, once in a while they get disconnected.
And I'm sure a lot of people here on the call have experienced this. Yeah, that's not their fault. So the problem that we run into in Liferite is that oftentimes, I mean, I don't know them specifically, but I'll just say I understand that pain point. The issue we run into there is, and in fact we actually talked to Meta about this recently, is if you connect a social account or any account to us and then later on you change your password or they flag your account for some security issue or whatever, they just automatically disconnect all the apps as well. Okay, well, my question was, besides that, was How robust would it be?
I mean, if we were to, cuz we are comfortable with them and they, they do, you know, the reporting is not as bad as well.
Like if you had to compare their, their service with, with your service, do you think it's wise to, I don't know, to switch over?
Cuz like you said, it's better to have one platform. The eventual, the eventual answer is absolutely right. Um, I have no clue who they are and I don't know. I mean, there's a billion social media posting products. One thing I would encourage you to do, I just dropped Pooja's booking link in there. She's the product manager for social media posting. She's kind of a rock star actually. So there's no way she doesn't know the answer to that question. But in general, that's exactly what we're driving at. So the real question is just, are we there today? Are we there? Are we not there? It's an incredibly robust solution, so there's nothing not robust about it. Now, is there a feature that we don't have that you need or something? That's really the only thing that would probably get in your way. But because the answer— so the answer is I don't know because I don't know SocialPilot or frankly any other social media product as well as you're going to know it. But I would say that the flip side of all of these is I often think about what are you trying to actually solve for? And I get that you have sort of this existing flow, but how does that work with the uploading CSVs and doing really expansive social media posting, sort of creating more of a recurring model, having a very high margin product there versus doing bespoke custom social media stuff and that kind of thing. One thing we don't have, like, I know we don't have recycling or something, which I think is up for either later this quarter or next. But we're also going to be adding— we're also working on AI copywriting stuff for Q1, and we're going to start with blog posts and social media posts. So, I mean, the problem with all this now is it's reasonable to say we have features they don't have, they have features we don't have, but I have no idea. We think we've got a great product that you can create a lot of money off of. And really that's how we focus it. It's like, can we help you make a lot of revenue? Not can we replicate every feature under the sun? Because that to me doesn't really matter. It matters. Are you creating a scalable business that's got high profit margin? Not do you have some XYZ feature?
And what are the accounts right now that we could schedule?
Like, is GMB in there? Instagram, Facebook? TikTok.
Yeah, GMB was there first. GMB was there first. That's my favorite. Instagram is there. Facebook is there. Facebook Groups is there. I don't know. Hold on. To the help docs I go. But TikTok comes out this quarter. Here, I'm dropping that link. You can go read. All right.
Yeah, John, I would say it's just like the WordPress stuff.
Twitter is there, I think. Yeah, sorry, go ahead. Yeah, so just test it out. Yeah, test it out with a couple of accounts, see how comfortable we are.
Does it do what you need, right? If it does, great.
If it doesn't, get with their tech support team and say, hey, you have to do this. And if there's a missing feature, just go talk to Pooja and say, hey, this is really important. And I know her, she'll say, oh, I already know that's important. It's on the roadmap. Here's the quarter it's coming out on. And then you can hang your hat on that quarter and come back. And there's no limitation, Sean.
There's no limitations in regards to how many accounts we have.
Like, if we have 200, like, in regards to the fee, like, there's no additional fee. John, this is what makes us awesome. I'm sorry to toot my own horn, but we don't play the game, man. I mean, this is where maybe the biggest reason you want to use us is, like, go find the features you don't need and realize, like, really ask yourself, you got to live and die by those features. Because, yeah, one thing I'm for sure of on everything we do is we'll save you a truckload of money. So, yeah, again, we're not— and this is how ultimately I think that we're going to help you dominate, is You know, all of you, if you use another product, got to realize something. They wake up every day and they think, all right, I have to make my venture capitalists happy. I have to make my private equity firms happy. I have to make my stockholders happy. I need— I'm a SaaS company. I'm held to the standard of 90-plus percent margins on this product. And if I get any less than that, I'm in trouble. I can't raise money. I can't— I can't keep the lights on and I'm going to go out of business. So everything here has to have a pricing scheme that really speaks to that, right? We don't have that pressure. So we were profitable, by the way. We did take PE money. We were profitable before, we're profitable after. And actually, a funny, funny story there. Josh said, oh, he's not using that money to take it going on the run. We actually just sat on the bank account. We haven't spent a dollar of it. All of the expansion is being done internally and being done profitably. We really brought in the PE guys mostly because of the fact that they came with some operating partners that had sold businesses and run businesses at the $100 million+ level, and we wanted their advice. So that's truly why we brought them in. And they're also minority shareholders, by the way, so they can't even tell me what to do if they want to. So haha, joke's on them. But you know what? They're pumped to be here because they want to be along for the ride. But this is the point. Our mission here is really simple. How can we give you a tool that you can go out and make money off of? Period. End of story. Because all these companies who sell software, whether it's to you or to your customers, They're making money off that deal and all we're trying to do is disaggregate them and put you out there, create the revenue stream for you. And the way to do that on our end is we can't charge you per account or per social connection or per post or whatever the heck it is that they charge. We have to charge you in a different way. And so we've chosen to do that with really flat fees. And there are some exceptions, don't get me wrong. Like WordPress costs more money because it costs us a lot more to do on the back end. But we minimize, but I guarantee you we've minimized it in every way that we can. And anytime we get a discount, we pass it on. And if we, if we make WordPress more efficient in the future, which we have plans to do, we'll lower the price even more. So honestly, that's kind of how we come at every day. Like, how can we make you more money? So that's my pitch. Awesome, man. Thank you.
Appreciate it. So good.
Sure.
And it makes a lot of sense, John. I did not realize that. That's awesome that you guys are, you're rolling. I, I wanna be conscious of your time. It's 2:02. Eastern time. I don't know if you've got—
Oh yeah, I'm late to my next call already, but that's cool. I just, I love this, I love this group so much that I love hanging out with all of you. And I think you guys are some of the most knowledgeable experts out there. And I will say I learned more from, from, from Josh and this group than almost any other out there. Don't tell anybody, but you guys are just exceptional A-players. So I just appreciate you being so willing to take all of your time and just to share with me and help me learn because I promise I take all this back to the product teams, to my CTO, to everybody on my team. And I say, hey, here's the real A+ word in the marketing space. So whatever we're hearing from our customers, let's listen to Josh's crowd because they are some amazing folks.
So good, Sean. So thank you so much. This has been awesome. I know there's a ton of extra questions, but you've got to hop. So guys, post it in the group, tag Sean. He's pretty good at answering or somebody on the team will answer. So I'll try and stick around here and answer the questions that I can. I know James Hurst is on here as well. Sean, thanks so much for being on here. Amazing. Great stuff. So the next question on my list here is from James Daniel, and James is asking, do you guys use this for plumber SEO? And the emphatic answer is yes, right? I mean, I use this for 7 Figure Agency. I use it for our plumber SEO marketing. Obviously, our whole Ultimate Agency Funnel is built on that. And then every one of our clients gets set up as a subaccount inside of our HighLevel, you know, white label, which we call Conversion AMP. And we set up SmartForms, we set up live chat, and we track the pipeline so we can help with them converting more of their leads into sales, right? Which is for me why this all started, right? I wanted to make sure we weren't just generating leads for the clients. We were generating leads that get turned into booked jobs. And that's what this software does. And it gives us the ability to generate better more tangible results. And so if you're not already a user of HighLevel, if you go to 7figureagency.com/highlevel, you can sign up through our affiliate link. And then obviously when you sign up through our affiliate link, we can get you snapshots and other things to really help expedite this for you. So Sean's gone. I know he was the, he was the draw for today's session, but I'd love to stick around if anybody has any specific questions that weren't addressed. Uh, Sean, I'm sorry you didn't get your, your, uh, question answered here. Um, where's the central area we can get informational updates on these rollouts? Um, I'll try and find the answer to that. I don't know, does anybody on the call know the answer? I'm sure that there's a live stream, you know, on the site somewhere where all these updates are being pushed through as they, as they go through. This is James. On the upper right-hand side, when you're logged in, there's a kind of a latest and greatest, you know, notes their YouTube channel. Basically, Sean's always putting out these looms in the YouTube group. Those end up going on their YouTube channel. That's how I follow all the updates. Top, top right-hand corner. Amazing. James, thanks for being on here. Let's see, any other— like, if you want to unmute and say, hey, I had a question I'd really like to know the answer to while we're still live, uh, put that in the comments.
Otherwise, I, I had a question, Josh, if that's all right. Yeah, please. It's more for Josh or for Sean though, because it was about their phone system. Like, I'd love to see what their, what their plans were for their phone system on the backend. Like, I really love this voiceover IP company called Jive that sold to LogMeIn, but their dial plan editor is amazing. And I was curious if they would ever implement something like that in the future.
James, do you know anything on that front? No, I have no idea. No, I don't. That's a good question. If you put it in the HighLevel support community, you will get an answer. Tag @RobinAlex or tag Sean and you can get an answer to that.
So on that, Don, like, I know they plan on having an IVR, but it would be awesome if they did like a drag-and-drop editor of like different nodes and things within the IVR editor or within the IVR that you could say, hey, I want to do a custom config of my menu system. So I have an auto attendant. If they press 1, they go to this conference room, or if they You know, and it could work inside of the Workflow Builder too. That would be amazing.
It would be.
It would be.
Um, let's see.
There was a question about where to get the recordings of the sessions. If you go to levelup.highlevel.com, that'll take you to the place where you can access the, the recordings of the sessions. Um, from the, from the Level Up Summit. They're $97, I believe, if anyone's wondering. Yeah, no-brainer, right?
It's very, very, very reasonable.
Yeah.
Let's see, any, anything else? Okay, Don's saying if you've got ideas, you go to ideas.gohighlevel.com. That shows you what's been greenlit, what's in the works, um, what's still in play. Amazing. and then I'll just drop this link one more time. For those of you that wanted to get the, the checklist for the 7 Figure Agency Ultimate Agency Funnel, where I kind of walk through the steps in our funnel and how we get people to opt in, schedule in, show up prepositioned to buy, you go to 7figureagency.com/funnel. Um, and again, it's the, it's the checklist for really implementing that type of funnel for your, for your agency. So again, 7figureagency.com/funnel. Go there, you'll get access to it, and the visual looks like this, like all of the different steps, the retargeting and everything in between to get clients coming to you pre-positioned to buy. So that is it for today. Sean, it was awesome as always. It was great to see you guys. Thanks for being on here live. If you have questions, make sure that you post those in the, the Digital Marketing Agency Success Group. We're there to answer them for you. If you're members, I know a lot of you guys are requesting this. This is in the, in the portal, right? We give you the snapshot. We give you like the step-by-step with me on video walking you through every step of setting this up from the lead magnets to the, to the actual email sequences and everything in between. And members, really excited to have James Hurst on the team. High-level rockstar ninja Wednesdays at 1 PM. He's there to answer your questions. To kind of help you troubleshoot this and make sure that you've got this live and in the real world. So thank you. I appreciate all the positive feedback. Thanks, guys. James, thanks for being on here today. And that's it for now. We'll talk to everybody soon.
Guys, see you guys.
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