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Quickstart Guide

Getting your HighLevel account set up correctly from the start will be a HUGE benefit to your overall experience in HighLevel. This workshop will walk you step-by-step through the process.

Here's what I cover in the workshop

Properly Configure Your Dedicated Sending Domain

A dedicated sending domain is mandatory. I'll walk you through setting yours up to maximize email deliverability.

Create Emails and Build Standard Automations

We'll go over campaigns and templates as well as how to create the standard automations you'll use in your business.

Create Forms & Manage Custom Fields

Forms are super powerful in HighLevel! You'll learn how to create form fields as custom fields and then use them later.

Use Contact Records

All of the data we're gathering goes into a contact record. You'll be comfortable managing your contacts and accessing their data inside the CRM.

Frequently asked questions

It's a free workshop all about getting started with HighLevel! But here are some questions people ask:

What's the best way to sign up for HighLevel?

Members of Convology+ can get HighLevel for $50/month from me! If you're not a member of Convology+ but you still want to sign up through me then you can sign up here. It's $97 but I throw in a bunch of bonuses (including access to weekly Q&A office hours, and access to my tech help community to ask any questions you have.

Is this about being an agency?

No. This workshop focuses on using HighLevel at the subaccount level, not at the agency level. I have specific training for agencies in my Agency Blueprint course.

Is there any catch? Is this totally free?

No catch. It's a free workshop. I could have put it on YouTube, but I use valuable content like this to grow my my business. When you opt into the workshop I'll add you to my newsletter (which is one email every two weeks about entrepreneur and creator tech stack management along with the latest content I've released). If I have any promotions running during the time you sign up for this workshop, I'll also let you know about those so that you can take advantage of them and progress to the next step of the training.