Intro:
‍https://www.loom.com/share/f2a1fc47162149729e2835bae5c601ab?sid=a8e2dda4-9649-47a0-99ca-5df4b4ec776a

‍Hey everyone! Join me in this series where I guide you through GoHighLevel, our CRM platform. I'll cover the essential areas you need to know for effective usage. Pay close attention to maximize your understanding and utilization of GHL.

Contacts Tab: https://www.loom.com/share/47e4bbb430ec4ae5971d0bbdf2367e3d?sid=9c0afbb1-c6af-4ac0-837e-593e65a38e32
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‍In this video, I walk you through the Contacts tab, showcasing how to view assigned contacts, access detailed information, and manage communication history. Key features include lead form submissions, custom fields, communication logs, and attribution data. I demonstrate how to add a new contact, emphasize the importance of unique email identifiers, and provide tips on efficient contact searching.

Calendars Tab: https://www.loom.com/share/b335928b7a04489481fe990999cbd494?sid=0bf0ade4-369b-446c-9842-f2bb130cd2bc
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‍In this tutorial video, I explain how the calendars tab works in GoHighLevel. I clarify the difference between confirmed and unconfirmed appointments, emphasizing that new appointments start as unconfirmed. Viewers are informed about the automated confirmation process via text messages and the generation of Google Meet links upon confirmation. I demonstrate how to update appointments and mark them as showed or no-showed.

Conversations Tab: https://www.loom.com/share/af4c35a30dbe4fe2ad8977d8d32b333a?sid=afb4b084-d2c8-47e4-88be-5ea0c4c4549c
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‍In this video, I guide you through the Conversations tab in GHL. I show you where to find all your recent conversations, including text messages and emails with leads. I explain how to access notes, appointments, and opportunities related to contacts.

Opportunities Tab: https://www.loom.com/share/172a68472ff4491591e81562894d7096?sid=71d03d12-b013-43ad-af97-698731eee80b
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‍In this video, I provide a detailed walkthrough of the Opportunities tab in our GHL tutorial. I explain how to track leads through different stages, utilize automated follow-ups, manage hot leads, and handle lost deals effectively. Viewers are instructed on dragging and dropping leads, triggering automated messages, and creating new opportunities for self-generated leads. Action: Learn to efficiently manage your pipeline and maximize lead conversion rates.

How to mark a deal as “Won”:
‍https://www.loom.com/share/ff086555499f427689b6ba81d27976f9?sid=4cbaac46-6420-4f12-9b89-1e88cdb792e7
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‍In this video, I guide you through the process of marking a deal as won in GoHighLevel to ensure you receive proper credit after closing a deal. I explain the importance of waiting for the deal to hit the processor sales channel before marking it as won and provide step-by-step instructions on updating opportunity values, filling out required fields, and triggering the automation process. Pay close attention to the specific fields that need to be filled out to avoid missing credit for your deals.

Settings Tab:
‍https://www.loom.com/share/604a1a9111214d498e004209832edbfd?sid=debb9a58-a16a-4e6c-ad89-6c31d0756f24
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‍In this video, I walk you through navigating your settings in GoHighLevel. You'll find your personal info, email signature, G.H.L. phone number, schedule a call link, settings, integrations, and user availability. Make sure to update your availability based on your preferred working days and times.

(NEW) Setting Availability and Managing your Calendar:
‍https://www.loom.com/share/e69caf02c0af439c98a52e8fcf00edce?sid=3b044095-6a30-498b-bbe6-22d8525e5930
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‍In this video, I'll guide you on setting your availability and time blocks on Google Calendar. Make sure your time zone is correct and set your most open hours in GoHighLevel. Use Google Calendar for date-specific availability. Remember to add buffer time between calls. No action requested.

Sometimes the automation takes a few minutes to hit the channels.

Step 1: If it was just processed please wait.

Step 2: Please make sure the prospect has done everything on their end and finalized the payment (especially if using a buy-now pay-later option like Klarna or Afterpay).

Step 3: If the prospect did everything on their end and received confirmation of payment, and more than 10 minutes has gone by, please note the prospect’s name, email address, and payment method in the notes section and submit ticket below.

If won deals are not posting in the Wins channel:

Step 1: Please make sure you have marked the Opportunity Status as WON.

Step 2: If it has been marked as won, next check the Win Bugs channel.

Step 3: If the deal hits the Bugs channel, follow ALL the instructions in that post, make sure all required close out fields are filled. Then mark the deal as open, click save, then mark the deal won AGAIN.

‍Step 4: If the deal did not post in either channel and you are certain the deal is properly closed and marked as Won, please note the customer’s name, email address, and product sold in the notes section and submit ticket below.

UPDATE: Effective April 1st, 2025 we are no longer using Fireflies to record our calls. We are now using the native Google Meet recording/transcribing function. Please watch this video for instructions on how to start the recording! <Google Meet Recording tutorial>

Step 1: Use the search function in your email for invitations to these platforms (type “Slack” or “LightSpeedVT” into the email search bar).

Step 2: If you are unable to find your invitation, put your email and the platform you need access to into the notes section and submit ticket below. We will manually send you an invitation.

Step 3: For Lightspeed VT specifically... click the following link to create your account. https://webservices.lightspeedvt.net/regform/register_short2.aspx?g=214986&form=1771

Step 1: Please watch this loom first to understand how to properly integrate your calendars and set up Conflict calendars to avoid double bookings.
‍<Calendar Integration Tutorial HERE>

‍Step 2: If this is all setup correctly and you are still being double booked, please note the details including an example of the 2 bookings in the same slot with prospect’s names and emails and submit ticket below.

This usually happens when a prospect reschedules their meeting and ends up on another closer’s calendar. As closers, you only have access to the leads that are assigned to you, and when a prospect books a call, they are automatically assigned to the closer whose calendar they landed on.

Step 1: If this is a prospect that you have never spoken to or have had no prior contact with, please let the new closer take it and delete the appointment from your calendar.

Step 2: If this is a prospect that you are following up with and you need to be able to communicate with them please fill out the following form <Lead Transfer Request form>

UPDATE FOR TAI LOPEZ CLOSERS (as of 4/8/2025): https://www.loom.com/share/0327aa3e1a49463785b990d30d586f41?sid=5057cf95-8209-42f9-b003-6836df821693

‍For all other closers please read below:

Step 1: If you have one or two meetings where the google meet links are missing, but most of your bookings have the proper links, please watch the loom below on how to manually generate a one-off link. (Keep in mind Fireflies will not record one-off meetings automatically. Watch the Fireflies tutorial above to learn how to manually invite)
‍<How to Generate a one-off meeting link>

‍Step 2: If you have several bookings in a row where there are no links, and you checked new bookings and they aren’t being generated either, please watch the loom below on how to re-integrate your google account to GHL.
‍<How to Re-integrate your google account in GHL>
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‍PLEASE NOTE: If your Google Calendar disconnects from your GHL account, any bookings that occurred during the time of disconnection will not be retroactively updated once the integration is restored. This means:

1. Appointments that came in while disconnected will NOT be pushed to your Google Calendar.
   

2. Google Meet links will NOT be automatically generated for bookings that happened during the period of disconnection.
   

3. Once the Google Calendar is reconnected, all NEW bookings going forward will behave normally and sync as expected, including Google Meet links.
   

‍Step 3: If you already re-integrated your google account, and NEW bookings are still not getting google meet links, please provide details of the situation including 2 examples of leads that did not get meeting links AFTER re-integration and submit tech ticket below.

Click this link to complete the refund request form.
‍<Official Refund Request Form>

Follow the instructions in this loom to learn how to remove the prospect from future communications from us.
‍<How to manually unsubscribe prospects>

Please note the account (Brad Lea, Tai Lopez, Closers Network, etc) that you are working and what channels you need access to in the tech ticket below.

Step 1: Watch the loom below to learn how to close your deal. <Deal Close out tutorial>

‍Step 2: If you still have issues closing your deal, please note the prospect's name and email and a detailed description of the issue and submit ticket below.

Step 1: Watch the loom below to see what you possibly did wrong and how to fix it.
‍<Appointment booking tutorial HERE>

‍Step 2: If you have a lead that you just lost because they were reassigned to another closer and you need them assigned back to you, submit the following form.
<Lead Transfer Request form>

If you've successfully closed a deal on a two-payment plan—whether it was last month, last week, or earlier—and the prospect has just made their second payment today, it's important to report this properly. To ensure you're following the correct steps, please watch the Loom video linked below for a detailed walkthrough on how to report the second payment accurately.
‍<How to report 2nd Cash Collected>

If you have a prospect who was unable to secure financing on their own and arranged for someone else—such as a parent, sibling, or partner—to finance the deal on their behalf, it's essential to ensure the funds are applied correctly. To facilitate this process, please click the link below and complete the necessary form. This will ensure that the payment is properly allocated and recorded.
‍<Brad Buyer Financing Transfer Form>

Complete the following form to request a specific lead be transferred. <Lead Transfer Request form>

Our automated text system is designed to send appointment reminders to your prospects.
‍However, due to compliance regulations, automated messages cannot be sent before 8:00 AM.
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‍If a prospect's appointment is scheduled early in the morning—close to or before 8:00 AM—the reminder text might not be sent until just before the appointment time, or in rare cases, after it begins.

To prevent this, we recommend manually confirming early morning appointments the day before. This ensures your prospects are informed ahead of time and reduces the risk of late notifications.

This is to clarify our process regarding 3rd party financing options available to our prospects, such as Klarna and Afterpay.We allow prospects to use Klarna, Afterpay, and similar financing services to pay for our programs and services.However, please note that we have no direct access to or control over Klarna or Afterpay's systems. This means we cannot assist with any technical issues, payment errors, or account problems related to these platforms.

‍If a prospect is experiencing technical difficulties or issues with their financing account, kindly advise them to contact Klarna or Afterpay's customer support directly for assistance. Our team is unable to provide diagnostics, troubleshooting, or support for these third-party systems.Please make sure to communicate this clearly to any prospect who inquires about financing-related issues.