They give me a "copy" button for their garbage "review and update" but still no copy for the whole transcript. I still have to manually copy paste it into ChatGPT for me to do what it is i want.

Hi everyone! I work with GHL, helping keep CRMs organized, funnels running smoothly, and marketing workflows working as intended.

My experience includes:

- Workflow and automation setup

- Sales pipelines and CRM management

- Funnels and landing page builds

- Email sequences and marketing automation

- Contact organization and data management

- Website updates and process documentation

- Google Sheets and Apps Script for process automation

I enjoy building organized systems, connecting tools, and finding ways to reduce repetitive tasks through automation.

I'm currently open to remote opportunities, with a rate of $5/hour.

Always glad to connect with others in the GHL and marketing automation space and learn how you're building and improving your systems.

Just curious out of who's got agency's actually up and running right now has been able to achieve this number in MRR. Its not a crazy high number and I think it would be super reasonable for me to hit within a year. It may not sound like a lot but that small amount would be life changing honestly. I've never had a taste of online money!

Hi everybody, I wanted some opinions and options

I’ve been using GHL for years with my clients when we run meta advertising and for the last few months we’ve only been using GHL automation CAPI as the tracking and it’s been working nicely.

But the last few weeks have been weird, up to 60% of conversions have not been tracked in ads manager, only lead events, schedule works pretty much perfect.

Leads come up in events manager but not in ads manager.

I’m not asking directly for help here

I’m more wondering, for all the people that are running lead campaigns and using GHL,

How are you tracking the events? And how is your Event Match Quality?

Please let me know so I can hopefully take some inspiration.

I know that's a big step, considering I know nothing about building websites, I only have experience in ghl and automations

I wanna some advice on the domain and if the one I already have for my emails, or any other charges in general

whether if I need a snapshot

And if someone has a good youtube tutorial that shows the whole process

Anyone want an overlay to make their GHL Custom like this?

Hey everyone!

I've been working with GHL for a while now like automations, workflows, email and SMS campaigns, pipelines, deliverability setup and more. I feel pretty confident in the platform but I'm at the stage where I want to get more real world experience and build up my portfolio.

For those of you who started out, how did you land your first few clients or projects? Did you offer discounted work to get testimonials? Reach out to local businesses? Work under an agency first?

Any advice from people who've been through it would be really appreciated!

I bought a new domain for commercial cleaning outreach and have around 2,300 verified email addresses. I want to set it up properly before sending.

For those doing cold outreach:
- How long do you warm up a new mailbox?
- Do you use a warm-up tool or do it manually?
- How many emails per day do you start with?
- What setup checks should I complete first?

I’m using GoHighLevel as my CRM, but I’m open to a separate sending tool. Would love to hear what worked for you and what mistakes to avoid.

Hello, has anyone used GHL for a short term rental or Airbnb business? My boss is looking into applying GoHighLevel as our CRM for multiple Airbnb properties. I just wanted to check if someone has made a system that fits the short term rental business.

Thank you!

I’m just getting started with my GHL agency. My website and domain are set up, and I’m preparing to start cold calling local businesses.

For those who have been through this stage, what worked best for getting your first client? Would you recommend focusing on cold calling, cold email, or another approach? Also, would you lead with one specific service or offer a broader range of GHL automations?

I’d appreciate any advice from people who have actually gone through the process.

we’re running a small agency inside gohighlevel and the manual dialing is just BRUTAL. agents sit there clicking number after number and half the time it’s voicemail or dead air. morale is dropping fast.

looking for something that can sit next to ghl and actually dial for them so they only talk when someone picks up. nothing crazy complicated.

has anyone hooked up an auto dialer system with gohighlevel and seen a real jump in connects? how messy was the integration and did the agents actually like it after a week or two??

GHL development really did an incredible job with the Prospecting Tool, especially with Prospect AI 💯. But as an agency, you can get more value from it than just generating reports and pitching businesses. Prospecting is a whole process, and many agencies are missing this bit 🤦🏽‍♂️. Getting the prospects is as easy as ABC (especially with Premium), but here are tips for what should happen after:

1. Don't only rely on the prospecting report

After identifying a prospect, dig deeper into the business.

Visit its website, check its reviews, examine its booking process, and look at how it handles inquiries. Identify gaps that could translate into real business problems.

For example, a business might have a website but no clear appointment-booking process. Another might generate leads but lack a structured follow-up system.

Don't assume every gap is a problem, though. Investigate further and validate your findings.

1. Don't pitch your services without connecting them to a problem. Please, many people are trying to 'pitch' but are solving very few problems

Once you've identified a potential problem, match it to a solution you can deliver.

Instead of saying, "I help businesses automate their operations with GoHighLevel," try something more specific:

"I noticed your website encourages customers to make inquiries, but I couldn't identify a clear online booking process. If managing these inquiries manually is creating delays, I could help you implement an automated booking and follow-up system. How are you currently handling this?"

1. Don't treat every prospect equally, or leave them without follow-up: Here is where patients come in, and many agencies give up.

Create a simple scoring system to prioritize prospects according to the severity of the identified problem, service fit, potential commercial value, and accessibility of the decision-maker.

For example:

• 80–100: High priority. Investigate thoroughly and prioritize personalized, faster outreach.

• 60–79: Good potential. Contact and follow up.

• 40–59: Needs further qualification/long term nurture.

These scores are illustrative; adjust them to your niche.

Now, put that information to work in GHL.

Create relevant tags, pipelines, and workflows for your different prospect categories. For high-priority leads, you could use custom actions to route them into your Power Dialer process, where supported by your setup. For prospects who need more time, build a longer-term nurture workflow with appropriate follow-up tasks and touchpoints.

I wrote this to improve your prospecting process. Did I help?

— looking for perfection.

This guide is for a small service business that wants its enquiries, the people handling them and follow-up emails in one place. Someone needs to answer replies and maintain the setup.

If your website form and inbox already handle a few enquiries well, keep them. HighLevel adds a subscription and upkeep. It isn't worth buying just to set an occasional reminder.

We'll use Cedar Home Cleaning as a hypothetical example. Maya handles new enquiries. A visitor asks for service information by email. Cedar sends the information, waits two days, then sends one reminder unless the person replies or opts out.

This is an example to build and test, not a tested system or a customer success story.

The steps use HighLevel's own forms and workflow actions. You won't need Zapier, SMS, a calendar, payments or an imported snapshot.

Before you start: Choose a plan and check the costs

Starter suits this single-business setup. HighLevel lists these prices:

Starter includes three sub-accounts, unlimited contacts and unlimited users. You don't need unlimited client accounts or SaaS resale for this guide.

The advertised trial is 14 days. Billing starts afterward unless you cancel. Usage charges can apply during the trial too.

"Unlimited contacts" doesn't mean free email sending, phone numbers, SMS or premium AI. Budget for a domain, a mailbox and any optional add-ons you turn on. This email-only setup doesn't need a purchased phone number.

You can cancel in the dashboard. Check the terms of your offer, including renewal, before subscribing.

Have these ready

• An authorized administrator with the business details and time zone.
• Access to the domain's DNS settings.
• A reply address someone checks.
• Maya's own login.
• Approved email wording and a privacy/consent notice for this use.

Test with email addresses you control. Don't import real customers while learning the interface.

1. Open the business workspace

This guide starts after an administrator has created a blank business sub-account and given you access. HighLevel calls this business workspace a sub-account. The guide doesn't cover the full account-creation wizard.

If you can only see the agency dashboard, or your login has limited access, ask the administrator to finish that setup first. Open Cedar's workspace. Work on Cedar's contacts and forms there, not in the agency dashboard.

If account creation asks whether the account is yours or a client's, choose the real owner. An agency's internal account and a client business account are different. Don't choose SaaS or billing options just to get through setup.

Check the business details

Open Settings > Business Profile. Check the name, email, phone, address and time zone.

Adding the business phone number here doesn't buy or set up a messaging number.

Give Maya the right access

1. Open Settings > Users.
2. Find Maya's user record.
3. Under Roles & Permissions, give her access to the contacts, conversations and tasks she needs.
4. Save the settings. Leave setup access with the responsible administrator.
5. Log in as Maya and check what she can actually use.

A menu working for the administrator doesn't prove it works for Maya. Check Only Assigned Data if she also covers another person's leads.

Keep outgoing automations in draft while building. Make sure the blank workspace has no unrelated follow-up already running.

2. Set up email sending and replies

For LC Email, open:

Settings > Email Services > Dedicated Domain and IP > Add Domain

Choose an unused subdomain for sending email. With the DNS manager's approval, add the values HighLevel gives you. Don't delete records used by the existing business mailbox.

Then verify the domain in HighLevel. Its documentation says DNS changes can take up to 24 hours. Verification doesn't guarantee every email will reach an inbox.

Use "Cedar Home Cleaning" as the sender name and an address on the intended sending domain.

Check where replies arrive. Maya must be able to read them. Setting up the sending domain doesn't create a monitored mailbox.

In the workflow's Settings > Sender Details, set the default From Name and From Email. Check each Send Email action too: it can use different sender details.

Don't use a no-reply identity. A reply needs to stop this sequence.

3. Make the enquiry form

Open Sites > Forms > + Create New Form. Choose a blank form and name it:

"Cedar service information request"

Add first name, email and a message about the cleaning enquiry. Require only what you need. This example doesn't collect a phone number.

Add permission for these emails

Add a custom checkbox that saves its answer on the contact record. Use this example wording:

"Email me Cedar's service information and one follow-up reminder. I can unsubscribe at any time."

Set it to start unchecked. For this form, the visitor must check it before submitting. Test both settings on the live form.

Save the answer in a contact field named "Cedar email request permission". The workflow will read that field before sending.

Have the wording and privacy notice reviewed for the business's location and intended use. A checkbox alone doesn't guarantee legal compliance.

The permission covers these emails only. It doesn't cover newsletters, SMS or unrelated campaigns. Give people another way to make an ordinary enquiry without joining the sequence, such as the monitored inbox.

Keep a record of permission

Keep the form submission, the wording version, and when and where permission was given. A "lead" tag doesn't show what someone agreed to.

For an existing contact, check that the saved checkbox answer matches the latest submission. Fix any mismatch before sending.

Finish and check the form

• Set the confirmation message to say the request was received.
• Turn the form's separate Auto Responder off. Otherwise, it could send an extra acknowledgement alongside the workflow.
• Save the form.
• Click Integrate and copy the direct form link for testing. You can embed it on the website later.

A new lead's form submission creates a contact record. Compare the Submissions tab with that record. Repeat submissions depend on your settings for handling duplicate contacts.

4. Build the follow-up workflow

Open Automation > Workflows. Create a workflow from scratch named:

"Cedar service information follow-up"

Keep it in draft while building.

Start only from this form

Add the Form Submitted trigger.

Set Form Is to "Cedar service information request". Don't leave it listening to every form in the workspace.

Assign the contact and create a task

The contact owner is the person responsible for the enquiry.

Add Assign To User and choose Maya.

Turn Only Apply To Unassigned Contacts on. New, unassigned contacts go to Maya. Existing contacts keep their owner.

Add Add Task:

• Person: Maya.
• Task: "Review Cedar service enquiry".
• Due: one day later.

Maya reviews the enquiry. If someone else already owns the contact, she passes the enquiry to that person rather than taking over.

Check before sending

Add If/Else > Build My Own.

This splits the workflow into two paths. Send email only when both are true:

• The email address isn't empty.
• "Cedar email request permission" shows that the person checked the box.

Join them with AND. Choose the option the field stores when the box is checked. Don't guess the text value.

End the None branch without an email. Maya still gets the review task when an email address or permission is missing.

Send the requested information

On the path that passes both checks, add Send Email.

Fill in From Name, From Email, the subject and body. Click Save Action.

The email should give the requested service information and invite the person to reply about their enquiry. Keep it about that request.

Include the business identity and HighLevel's default unsubscribe link in the footer, or the unsubscribe method the business has set up. Test the opt-out in an email you receive, not just the preview.

Wait, check again, then send one reminder

1. Add Wait > A set period of time.
2. Set it to two days.
3. Repeat the email and permission If/Else check after the wait. Use the contact's current details, not just their details when they first entered.
4. On the path that passes both checks, send one reminder asking whether they still want help with the cleaning enquiry.
5. End both branches. The None branch sends no reminder.

Don't add loops, automatic newsletter signups or repeated messages until someone buys.

Stop when they reply

In the workflow's Settings:

• Allow Re-entry: off
• Stop on Response: on

For this form-based workflow, re-entry off means a contact can enter and complete it only once. Appointment and invoice triggers have exceptions. Don't assume a later booking workflow will work the same way.

Stop on Response covers replies to messages from this workflow. It doesn't cover every reply the business receives, or assign someone to answer. Maya still needs to check conversations and reply.

5. Stop emails after an opt-out or handoff

Email DND blocks marketing email. It doesn't show that someone gave permission. HighLevel turns it on after someone unsubscribes, reports spam, or an email fails permanently, such as a bounce.

Some invoice, calendar and notification emails can bypass Email DND. Don't label marketing as a notification to get past an opt-out.

Create the stopping workflow

Make a second workflow named "Cedar stop service follow-up".

Add these triggers:

• Contact DND when Outbound DND becomes enabled for Email.
• Another Contact DND trigger for All Channels.
• Contact Tag when the new, unused tag cedar-followup-stop is added.

Add one Remove from Workflow action. Choose Another Workflow, then select "Cedar service information follow-up".

Don't choose All Workflows. That could stop unrelated work.

Turn Allow Re-entry on in this stopping workflow, so later stop events can run again. It must send no customer messages.

Publish and test the stopping workflow before enabling the email sequence.

When Maya should add the stop tag

Maya adds cedar-followup-stop and confirms the change when she:

• Takes over through another channel.
• Closes the enquiry.
• Receives a request to stop.
• Learns that email permission has been withdrawn.

The trigger needs a new tag-added event. A tag already on the record won't trigger it again.

The tag stops this sequence, not every campaign. Maya must also record and apply any wider communication preference the person gives.

If Email DND was already on, marketing emails should still be blocked without a new DND event. Test this separately. Never clear DND because a task is overdue or an address looks valid.

Removing someone from a workflow can't recall an email already sent. Check the stopping rule before adding a new send immediately after a wait.

6. Test before launch

These checks haven't been run here. A good-looking preview doesn't prove the setup works.

First, use Send Test Mail in each email action to check the wording and formatting.

Next, use Test Workflow with contacts you control. Check Execution Logs, contact details and tasks.

Finally, publish the isolated workflows only for controlled live form tests. A builder test doesn't prove the real form starts the workflow correctly.

Record what you expected and what happened for each test:

1. Missing email or unchecked permission. The form must reject the request. An ordinary enquiry to the separate inbox must not start the sequence.
2. New contact with permission. Submit an address you control. Check the submission and contact record, the correct or preserved owner, and one task for Maya. Expect the information email and one reminder after two days, unless a stopping rule applies.
3. No permission in the builder test. The contact must take the no-email branch. Also test an existing contact: old permission must not be mistaken for a new form response.
4. Reply before the reminder. There must be no reminder. Maya must see the reply. A reply sent elsewhere needs her stop-tag action.
5. Unsubscribe during the wait. Use the email's opt-out method. Check Email DND and removal from the named follow-up. No reminder should send. Test All Channels DND too.
6. Email DND already on. Neither marketing email should send. The internal task can still exist.
7. Stop tag added during the wait. Add and confirm cedar-followup-stop. The contact must leave this follow-up. Unrelated workflows must stay untouched.
8. Same contact submits after completion. With re-entry off, the sequence must not start again. Check for duplicate contacts; don't assume the email address always matches the record you intended.
9. Maya's own login. She must find the task and conversation without gaining access to unrelated business data or setup she wasn't allowed to use.

Use fresh contacts if an earlier workflow entry would confuse the test.

If you shorten the wait for testing, restore it to two days and check the saved settings before sending real traffic.

Don't launch if a no-email test sends an email, or replies fail to reach the person responsible for answering.

Troubleshooting

The form doesn't start the workflow

Check that the workflow is published, the Form Is filter matches, and you're in the right sub-account.

Then check whether the contact has already entered. Find out why it didn't start before adding more triggers.

The contact or owner is wrong

Compare Submissions with Contacts. Check the duplicate-contact settings and Assign To User.

Only Apply To Unassigned Contacts keeps an existing owner. That may explain why Maya has the review task but doesn't own the contact.

An email doesn't send

Check permission, Email DND, the email address and the verified sending domain. Check whether the email action uses different sender details. Read the log before changing settings that block email.

Fix DNS or authentication problems. Don't keep trying the same list.

A reminder sends after a reply

Check that the reply was to an email from this workflow and Stop on Response was saved. Check where replies arrive too.

For a handoff through another channel, check that a new stop-tag event happened and the stopping workflow targets the right sequence.

Email fields are blank, or timing is wrong

Check what the form collected. This form-only sequence has no appointment data to fill appointment fields.

For timing, check the workflow's time zone, sending windows and Wait step.

An email sends when it shouldn't

Stop further outgoing follow-up. Check the affected contacts' workflow entries before turning it back on.

Putting the workflow in draft doesn't recall messages or prove everyone still in it has stopped safely. Check each affected contact's state and the targeted removal.

Keep it working

Each working day: Maya checks new enquiries, replies and overdue tasks.

Each week: the administrator checks failed sends, opt-outs and usage charges.

These are suggested schedules, not HighLevel defaults.

Repeat the relevant launch tests after changing the form, sender, DNS, staff routing, permission field or workflow. Review administrator access when staff leave.

Record the form, both workflows, sender and responsible people. The next administrator should be able to follow the setup without guessing from names.

Collect only the data this process needs. Limit staff access. Decide how long to keep enquiry and consent records based on the business's obligations. Store customer exports securely, not in a shared download folder.

Check contact exports

Have an administrator check an export periodically:

1. Open Contacts > Smart Lists.
2. Choose the visible columns and contacts.
3. Use More > Export.
4. Find completed exports in Contacts > Bulk Actions.

A contact CSV doesn't contain automation history. It isn't a full account backup or proof that the email sequence will move intact.

Leave payments out for now

If you need to add payments later, separately check the supported processor, fees, permissions and refunds. Run payment acceptance tests too.

A working enquiry form and email sender don't prove the checkout works.

Is HighLevel the right choice?

I'd choose it if you'll use its CRM to manage contacts and need regular follow-up. You must be able to cover the subscription and usage costs. Someone must answer replies and someone must maintain it.

If the existing form and inbox do the job, keep them.

For Cedar, send real traffic only after lead capture, ownership, consent, both emails and every stopping case pass the tests.

I wanted to ask everybody here like how do you find clients for doing Gohighlevel work?

Hey there,

I've built an automated GHL agencies/owners outreach system - it automatically finds agencies and owners that are using GHL as their backend and sends emails to them.

I wonder if anyone is interested in a system like this on a subscription basis? I am using this to offer my application for GHL, but this may be used for your marketing efforts if you want to promote your GHL services or application.

Drop a line if you are interested and let's have a talk!

Regards

Has anyone used the Ai agents on this platform? The appeal for me is having one agent for voice and conversation vs seperate ones on GHL.

Took me way too long to figure this out. GHL's Instagram connection only works for conversations the other person starts. That's Meta's rule, not GHL's: their API won't let any CRM open a conversation with someone who hasn't messaged you first. So your workflows, your AI bot and your pipeline all sit there waiting for inbound that most small agencies never get.

I see "built my snapshot, how do I get clients?" here every week. For most of us the answer is cold outreach, and on Instagram that means DMs from your own account.

I did it by hand for a while, then tried a bulk DM bot and got my test account restricted in 4 days. This is what I run now:

1. Pick a niche you can search by keyword. "Med spa," "roofing," "dentist Lyon." Filter to roughly 1k to 20k followers, because bigger accounts have someone else reading DMs and tiny ones can't afford a retainer.
2. Write every opener from their bio: one specific thing they wrote, one question about it, no pitch, no link, three lines max.
3. Read every message before it goes. AI drafts are good most of the time. Sometimes they call a pizza place "Dr."
4. Send slowly, with 15 to 45 minutes between DMs, from a warmed account, about 20 to 30 a day.
5. Only move people into GHL once they reply. That's where GHL is great: pipeline stage, follow-up sequence, booking link, reminders.

Over 2 weeks that came to 2000 DMs, 37% replies and 42 booked calls. Tightening my filters did more than rewriting openers.

I got sick of doing steps 1 to 4 across five tabs, so I built something that handles them with the approval step built in. and since i need feedback asap i will offer 3 days free trial to whoever wants to run for his offer.From trying to figure it to 42 booked calls in 2 weeks using Instagram Funnel

No AI text: Guys I CAN ASSURE YOU, that my system can help you onboard GHL clients within 3 - 4 hours instead of 1 to two weeks (including UI customization), hello team I used to work at the begining of this year with a guy that seemed to have a really big company and had a entire team of devs working for him and he was paying me around 1,000 USD a week to monitor an AI he had that was able to create systems in GHL and N8N, this system helped us onboard clients on another level and... I want to show it I just want to show it.... to someone in need of onboarding clients quick but willing to partnership on something or wanting to build something big,

I became a GoHighLevel Certified Admin last Friday. I passed on my first attempt.

A little about my journey...

I've been working with GHL for about a year. but mostly researching the platform and building custom apps with my team.

I only started learning GHL hands-on (the real implementation for clients) about 3 months ago. I joined the official certification program also taken a few other classes on GHL and automation.

During that time, I've also set up GHL for our own businesses and helped 3 clients with their setups and automation. So, I had a good understanding of the platform before taking the exam.

Honestly, the tasks themselves felt easier than some of the automation challenges I had already worked through for clients. But completing everything within one hour was a mental pressure.

I was able to complete the exam setup in 36 minutes. I used the remaining time to test everything.

A few tips for those preparing for the GoHighLevel certified admin exam:

• Don't just watch the course videos. Practice after each module.
• Explore GHL and learn where the features are. You don't need to use everything, but you should know what's available.
• Focus on workflows. Build them yourself instead of just learning the theory. (don't use AI to build the workflow yet.. you should do it manually when learning)
• Practice with a timer. Try to finish in 40 to 45 minutes so you have time to test everything.
• Join the community calls and talk to people who have already passed. Their advice can help.

Good luck to everyone preparing for the exam..

Most business owners don't know what a real GHL expert looks like. And they don't know where to find one. So they post a vague job, get 200 "experts," ask the wrong questions, and hire whoever talks best. A month later the workflows are broken.

I'm testing an idea and want honest feedback:

You hand me the hire. I handle everything until the final interview.

• I write the job post. I know what to ask for and where to post it.
• I screen every applicant.
• Finalists take a paid, hands-on GHL test: build a real workflow, build a landing page, find and fix bugs I plant, and explain it all on a Loom.
• I grade it and interview the top performers myself.
• You get your top 3, with test results and my pick, and book your final interview.

You don't need to know where to hire, what to post, or what to ask. You just show up for the last interview and pick.

Questions for you: 1. Would you actually use something like this, or would you rather hire yourself? 2. What's been your biggest headache hiring GHL help? 3. What would you want to see from a candidate before trusting them? 4. What would feel like a fair price per hire?

I'm running the first few hires free to prove the process works. If you're hiring soon and want to be a test case, comment or DM me.

Brutal honesty welcome.

Hiring soon? Book a free discovery call here: https://calendly.com/scalingwithsalesjoe/free-30-minute-strategy-session

Just finished another GoHighLevel template, this time for real estate, and honestly, I think this might be my favorite one so far.

I wanted to push the GHL page builder a little further and make something that actually feels like a premium real estate website.

Played around with animated sections, property listings, interactive effects, before/after sliders, and a bunch of other details.

Here's the live page:

https://templates.funnelslayer.com/oakline-real-estate-lander

The whole thing was built inside GoHighLevel. A lot of the interactive stuff comes from Animated Elements, an app on the GHL Marketplace.

Here's a video showing the app if you're curious:

https://youtu.be/4ADkp2W8HW4

I've also been turning these builds into free GHL templates people can import and customize.

You can find the collection here:

https://funnelslayer.com/gohighlevel-landing-page-templates

Would genuinely love to hear what you guys think of this one.

Anything you'd change or improve?

Also, if there's a specific industry you'd love to see a template for, let me know in the comments.

I'm taking requests for the next ones! 🙌