Speaker 0 00:00:00 We're generating leads. And what does that mean? A lead comes to a site, fills out a form or a Facebook lead ad form. And an email goes to our client with that information and, and that's it. And, and we're sitting here like fingers crossed, hoping they know what to do with that. <laugh>. And when you think about it, if you think in terms of a med spa, they're used to people walking in the front door, ready to book an appointment, right. That is way different than a lead that you, that you sourced or earned off of a, a Google a or a Facebook ad. And so it was just shockingly obvious, this disconnect, and it was like, okay, how do we fix this?
Speaker 1 00:00:34 If you have a vision for the agency you want to build, then we want to help you build it. Welcome to the agency. Our podcast brought to you by agency Mavericks.
Speaker 2 00:00:43 Hey, uh, who the hell are you? And what are you doing here? <laugh>
Speaker 0 00:00:47 Hey, so I'm chase Buckner. Uh, I work for a company called high level and, uh, where a bunch of hats over there, but it gives one of the hats I wear gives me the opportunity to chat with awesome communities like this, about what we've got going on.
Speaker 2 00:01:03 See, I had this theory for like the last 18 months before I actually started using high level, which we we'll talk about. I had this theory that you were the, the high level was you like, is I, I thought this is guy name, chase. Who's got this software called high level. And, and, and he's like, I just thought it was you in your basement just doing everything because you are everywhere, dude. Like, I cannot turn the internet on without seeing chase in my feed. But of course it's not just you, uh, there's like this got like 8,000 people working there now. Is that right?
Speaker 0 00:01:32 No, no. That's uh, definitely by design. So, um, we have three founders, uh, Sean Clark, Rob and Alex Andro. Who's our CTO. Um, two of them are engineers. One of 'em is a former agency owner. So we feel like we, we really come from, uh, the world of our customers and, and are pretty tough to beat. When you combine us all together, we've got, I don't know how many employees we have right now. Some we're around one 50, I think. Wow. Uh, but we're, we're actually gonna double in like the next two months. Uh, so yeah, we're really excited for 2022.
Speaker 2 00:02:04 That's amazing. And you guys just raised like 6 billion in funding or something silly. Is that
Speaker 0 00:02:08 Right? <laugh> 6 billion. Yeah, that was it. No, it was, uh, a little bit less than that, but we were, um, we've actually been bootstraps since the beginning, so we we've been profitable all the way along, which is pretty rare for a SaaS company, to be honest. Yeah. Uh, group of folks came along that really got the vision, uh, that we're trying to do execute on here. And so we looked at it as a great opportunity to sort of achieve our five year goals. And, and hopefully too,
Speaker 2 00:02:33 Which CRM are you using at the moment, if you are not using high level, which we're gonna talk about and we're gonna actually give you a demo of, and we've got something amazing coming for you. So stay tuned for that because you're about to get, uh, you're about to get the keys to the kingdom, ladies and gentlemen <laugh>, um, which CRM are you using? Uh, James is using air table and high level. Well, there we go. Excellent. If you're not using high level, let us know what you are using. I'm very, I'm always curious to see, uh, what people are using. Um, David Elliot is an Australia using HubSpot. And so we're gonna talk about that in a moment, but before we, before we dive in and start talking about high level and, and demoing it and, and showing people, uh, what we've got for them, what were you doing before you joined high level chase?
Speaker 0 00:03:19 Yeah, so I was running an agency. Um, so I was the, uh, operations guy with, uh, at a seven figure agency that I built up from scratch with, uh, a good friend and partner of mine, um, focused a lot in the medical space. So we did a ton of med spa marketing. We were full service. So we did a ton of websites. I've probably overseen, I don't know, a couple thousand WordPress websites in my day. Um, you know, but lead gen was really the core of it. And we were on the lookout, you know, we went down that classic journey of like, you know, once you get to kind of seven figures, you've, you've kind of got it all down, but you're like, man, if we had like the ideal software, we could take this further. And then it's like, should we build a software? And you know, hopefully you have somebody smart at your agency. Who's like guys, uh, does anybody have any idea how much this is gonna cost <laugh>? And, uh, luckily we did until we did not go down that road, but shortly after we found high level right after it was born. And so, um, we were one of the, the first agencies to use it and through a lot of conversations with Sean, the CEO, uh, I got the opportunity to jump aboard. And so, yeah, that was like, uh, two and a half years ago. Wow.
Speaker 2 00:04:26 Wow. Now I imagine like any software when it first launches, I imagine when high level first launched that it probably wasn't perfect. It probably wasn't, you know, ideal, it probably wasn't didn't solve all the problems and was probably a little bit clunky, like most software is when you first launch, in fact if it's not, then you've launched too late. Right. So yeah. How did you, how did you make that leap of faith to go all in, on a piece of software that was as an early adopter that was, you know, probably still in beta.
Speaker 0 00:04:55 Yeah, it was funny, you know, because we actually found a, uh, a similar at that time software that was trying to do a lot of the same things that ended up being kind of a, a scam, to be honest. I mean, I won't name it, but we know we were, we, we moved a couple of clients over, they had an event in Florida, so I flew up there to try to really get a grasp of the, the team behind it. And, uh, there wasn't really a team behind it. It was just kind of one entrepreneur who, who I think took on a little more than he thought. Um, you know, he was prepared for anyway, came back. I'm like, we gotta bail out of this. This is this isn't gonna be what we need. And, um, someone, another agency owner I met at that event who I was keeping in touch with, I was like, Hey, we're, we're gonna pull out of this.
Speaker 0 00:05:35 Are you guys still using it? And he was like, no, we're moving over to this thing called high level. And so I was like, what is that? Show it to me. So as soon as I saw it, I knew. And as soon as I saw the team behind it again, two engineers and an agency owner mm-hmm <affirmative>. Um, and, and, you know, when I talked to them about the mission and it was like, Hey, you know, we're building something for agencies, which is kind of the opposite of every other software in this space. Right. They try to sell directly to a small business and you know, what we all agree at high level is like small business owners are not equipped to set up software. They don't know what they need. They don't know how to set it up. They don't know how to make it work. And it causes chaos in the system for everyone. And so, yeah, like, you know, one of the, the founding principles of high level is like we build for agencies, um, with agencies in mind. So we're able to do a lot of really cool things that a lot of other softwares don't do.
Speaker 2 00:06:23 So you joined, you joined high level and, and in what capacity did you join high level? Were you, were you always gonna be like, I'm the content education guy cuz that's your role now? Right.
Speaker 0 00:06:34 Kind of. So, um, yeah, that's how it definitely started. I basically, when we found high level, I was like, I told our team, um, look, I'm gonna be kind of Mia for a little while, cuz I'm gonna hunker down with this new software, build out our ideal setup. Um, and then build out the SOPs for you guys so that, you know, every time we need to onboard a client, you guys will have the playbook. And as I was doing that, um, Sean, our CEO was kind of checking in like, show me what you've done, show me what, you know, where you're going with this. And he, it was kind of like, wow, you know, we could use stuff like this for all of our customers. Um, so I, I came aboard really as a content education type of, um, role and then just sort of started growing a team. And, and now we're really, you know, we, we've grown pretty much exclusively through our referral program through our affiliates. And so in 2022, we're really gonna ramp up, you know, we've done a great job of, of getting like the social media content machine off the ground. And you know, we're really gonna ramp things up in 2022. So you know, now I've got a team underneath me and um, yeah, we're excited to do some really cool stuff next year.
Speaker 2 00:07:37 Awesome. Now I gotta say, and I know a lot of people feel this way because I, obviously I move in agency circles over the last 18 months. I wanna say that it feels like everyone's been, it feels like the there's the high level Kool-Aid right. It feels like people are drinking the high level Kool-Aid and a lot of people are like, ah, they're just like a, like I've heard in back channels that ah, it's like the whole, thing's like an MLM because you can only grow through your affiliate program and kind of feels like a JV zoo thing. Right. Yeah. I know now because I'm inside and I, I know now that that's not true, but I wanted to give you an opportunity to bust that myth, to walk us through why the affiliate program has been so instrumental for your growth. And also just to let people know that this is not, um, an MLM, it's not JV zoo, it's not warrior forum. It's very different, but because I know there have been some very, uh, aggressive I've been targeted by some very aggressive affiliates of, of high level. Obviously it's not your fault. But, um, I think, I think any affiliate program is, I mean, we've certainly had affiliate programs in the past and we've kicked people out because of that kind of behavior, but um, just, just, just kind of bust that myth for everyone,
Speaker 0 00:08:45 For sure. So, you know, high level, um, because we're an all in one solution, right? We have our feature set is so broad. It does so many things. It's really difficult to have short conversations about what high level is. Right. Mm-hmm <affirmative>. And so in the past we kind of haven't really tried. So our thought process has always been, Hey, let's let's serve agencies really well. And then the work will get out naturally. And so, um, to give them an incentive to do that, we've got a great affiliate program, right. We pay 40% recurring and um, and that's just how we've naturally grown and, and sure there's some noise and chatter on the outside, but we kind of look at it as like someday they'll come around. Right. Like as we grow. And it's funny because my team does a lot of cold outreach to try to that's how we got in touch.
Speaker 0 00:09:31 Right. Mm-hmm <affirmative> to try to get in touch with influencers in the agency, world. And, uh, you know, a year ago I got a lot of crickets. Um, but as I reach back like a year later to folks, it's like, oh, you know what? I keep hearing about high level. And that's kind of what we anticipated would happen. Like at some point people will be more receptive to, to really seeing what's going on. And, uh, you know, we've got a ton of video testimonials from a lot of our customers that really tell the story, um, in a way better than we ever could. You know,
Speaker 2 00:10:00 Mm-hmm, <affirmative>, I'm, I mean, I'm a use case there. I think we had a conversation, I don't know we had a conversation, but like at leads a year ago. Yeah. And I was kind of like, eh, and we were actually looking at moving to, we were looking to move away from Infusionsoft back then. And, uh, we pulled the trigger on HubSpot. We've been with HubSpot for almost a year and, um, I am poor now and, um, can't afford to send my kids to kindergarten because I've given all my money to HubSpot. You know, we
Speaker 0 00:10:28 Love hub. We really look up to them. They're, they're a great comp they've built an amazing culture. If you talk to anybody who works there, um, incredible community and culture that they've done and their software is really topnotch, but what's interesting is they seem to be going, um, skewing enterprise more and more towards Salesforce, which the average agency can't really afford. Mm-hmm <affirmative>. And so when HubSpot users find us and realize what we're doing and, and some of the more agency focused, scalable features that we have at our price point mm-hmm <affirmative>, it becomes hard not to at least check it out.
Speaker 2 00:11:00 Yeah, totally. And I think when you reach back out, uh, to me, I, uh, when we reconnected, I wasn't looking for anything, but I think what happened and we're gonna talk about this. I think what happened is I went looking for, I, I, I came across, um, we've been growing our sales team internally right over the last 12 months. And we hired a guy outta the states who, uh, recruits for us and also trains our sales team. And he was using a software called Allway. Right. So we plugged in HubSpot to Allway because the crazy thing is in HubSpot at, you know, like, you know, we pay HubSpot a lot of money. We pay HubSpot more money a year than some freelancers earn. Right. And I mean that respectfully, yeah. We pay them a shit ton of money. And I can't send a text message out of HubSpot without using a third party tool like Allway or just call or, you know, SMS click or whatever their bloody called.
Speaker 2 00:11:54 So we started using ware and I'm like, there's another 500 bucks a month. And it's so that we could set up this, uh, what, what, what Cole Gordon taught us is, uh, the five minute metric, which is when someone, uh, signs up and, and joins your email list, uh, and, and gives you their details. You wanna try and connect with them within five minutes. And in fact, MIT did this study. Yeah. That came up with this metric that I dunno what the stat is, but they, they proved that if you contact someone within five, if you contact the lead within five minutes, you are way more likely to close them into a client than if you contact them in an hour and a half, or, you know, within 24 hours. And so I was, I said to the team, all right, how do we do this?
Speaker 2 00:12:34 How do we do this speed to lead thing and get people on a call within five minutes? And I started researching, and I just kept coming back to high levels, videos or blog or something, or a YouTube video or something. And I was like, so I can do this in a high level. And I think that's when I reached back out to you and said, Hey, can we jump on another call? And then we, you should have showed me what? And I was like, this is everything that I can pretty much do in HubSpot. And it's not gonna cost me, you know, tens of thousands of dollars a year. So that's when I pulled the trigger and full transparency. We are now moving, I'm sorry, HubSpot. If you're watching this, I love you. It took me seven years to become a HubSpot customer. I wanted to be a HubSpot customer, and I wore that as a badge of honor, but we are breaking up and we are moving our entire sales and marketing, uh, business into high level. So I think, um, what might be a good idea is to maybe do a screen, share and show the people what we can do in high level. I'm gonna, I'm going share my screen at some point. Do you wanna share your screen first and maybe walk us through? Um,
Speaker 0 00:13:36 Yeah. Yeah. I'd love to kind of give the, the story of what exactly what we're talking about here. Cuz I think it, it really tells the it's the tale of the tape for high level. Um, and it's what we really started with, which is that idea of, Hey, we're in the business of lead generation, right? Mm-hmm <affirmative> and so, um, kind of the natural journey as, as I talk about it of an agency is you, you learn how to generate leads for businesses, right? And, um, you get good enough to the point where you're getting 'em from a really great price. And you're like, man, we're the best med spa lead gen lead gen agency in the country. You know, we'll go up against anyone. We're getting $5, Botox leads and you're growing, but you're looking at your churn metrics. And you're like, why do so many people leave us?
Speaker 0 00:14:22 This doesn't make sense. What is going on? We're we are the best at this. And when you sit down and you start to look into it, you realize, you know, these customers don't know what to do with leads. And then you find the lead study, right? The M a I T study. And it's like, you basically have five minutes. And so, you know, we had a really honest conversation with us back at the agency, which was look we're generating leads. And what does that mean? A lead comes to a site, fills out a form or a Facebook lead ad form. And an email goes to our client with that information and, and that's it. And, and we're sitting here like fingers crossed, hoping they know what to do with that. <laugh>. And when you think about it, if you think in terms of a med spa, um, they're used to people walking in the front door ready to book an appointment, right.
Speaker 0 00:15:11 That is way different than a lead that you, that you sourced or earned off of a, a Google or a Facebook ad. And so it was just shockingly obvious, this disconnect. And it was like, okay, how do we fix this? And so the first thing we try to do was to become sales coaches. And that definitely helps, right. We partnered with some folks in the med spot industry, you know, we put together the sales training package that nobody wanted to pay for. And even when they did the employees kind of like, you know, barely went through it. And, uh, so that didn't really work. And then, you know, when we found high level, we're like we can solve this software. And so that leads us to what we call the fast five automation, which is what I think we're gonna, we're gonna talk about here.
Speaker 2 00:15:51 I'll, I'll share the fast five automation when I screen share, cuz I've actually added a couple of things to it, but I think what would be good is just to maybe share screen and give people an overview of like the components of high level and the main kind of feature set. And then we can dive into the, the, uh, the fast five, by the way, don't go sign up for high level just yet, because we've got something for you a little bit later on in the show. So if you, if you're kind of like, yeah, I want it already, cuz Chase's got a great camera and he's got those cool glasses and I just wanna be a part of it. Don't sign up just yet. Just wait a few minutes. Let's have a look at high level at a high level.
Speaker 0 00:16:22 Yeah. So, you know, I, I hesitate to do this because again, you're about to be overwhelmed with what you're gonna see. Um, but I I'll walk you through a couple of quick things that I think will give you the idea here. And, and the first thing I wanna point out before I share my screen is high level's white label. We we've always been white label. You know, we have this internal model of, it's not about our logo, it's about yours, right? We want your agency to become a software provider by putting your logo, your branding on the app and then selling it to your customers as your solution. So this is the inside of high level. Um, but what I wanted to show you was, uh, I wanna go to go law hustle.com. So this is a high level customer in the attorney industry. And if you went to their site, you would think that they make software for lawyers, right?
Speaker 0 00:17:09 And so, you know, you come here and you're like, wow, this is great. Looks awesome. Um, you'd never know this is high level. And then when their customers go to log in, they go to, um, app dot go law.com. And this is they're signing into high level, but you would never know it, right? This is clearly something called law hustle. And so just keep that in mind as we go through this and envision your version of this, right? Like whatever you would wanna name it, whatever price you'd wanna sell it at is completely up to you. And so once you get, sorry.
Speaker 2 00:17:39 Yeah. Just say that again. Just say that again, whatever price you wanna sell it at is yeah. Yeah.
Speaker 0 00:17:45 So you pay us one monthly fee and then you resell it. We don't charge per accounts or per users. Right. So you could literally have 10,000 customers as subaccounts in your account that you charge 4 99 a month each to, and you'd still pay us just 4 97 a month. And so that's, that is nuts. It's a, it's a way different nuts. Yeah. Yeah. Cuz again, we're not, you know, um, it's just a different model. You know, we're here to serve agencies, not to try to go sell to every small business on the plant. Mm mm-hmm <affirmative> so if we pop inside, um, this is what we call your agency view, right? So there's basically two layers, you, every agency layer and then all the sub counts. And so here, I'm looking at a list of all the accounts that I have in here and I can pop in and, and, you know, tweak with their settings and whatnot.
Speaker 0 00:18:31 But the point I wanna make here is that everything we do is to help agencies scale. And so when I get a new customer, which Troy's gonna talk to you about, cuz again, he has a gift and I don't wanna spoil the surprise. But essentially when I go spin up a new customer, I'm not starting from scratch. Right. I'm grabbing one of my snapshots and this process actually gets automated. Um, so that when people log in, they see things there that are prebuilt, right. And I'm not talking about like I'm talking about everything. So from custom fields to the forms that those fields are in to pipelines with custom stages to webpages, funnel pages, um, automations all already built and launched into the new subaccount. And so when you think about, at least when I think about how we used to onboard clients and how long it would take, um, it's just night and day, such a game changer cuz now you're onboarding clients in, in minutes really.
Speaker 0 00:19:27 And so, um, if we hop into a sub-account, uh, so imagine this would be one of your clients, uh sub-accounts we've got a dashboard here. We can see where people are at in the different funnels that we have that are all custom. It's gonna show you the value that's sitting in the funnel, the rate's converting out all that great stuff. Um, so that you can literally go back to your customers and report true ROI. And this is really interesting because we integrate with your Facebook ad account and your Google ad account. And because you're gonna set up your pipelines in here, right? You've got, um, your opportunity boards or your pipelines because we see this, we know if a sale actually closed or not, and then you can tell the system the value. So a lot of our competitors can tell you yeah, the cost per lead, right.
Speaker 0 00:20:18 But we can tell you the cost per lead, the cost per booking, the cost per sale and a bunch of other metrics because we see the whole pipeline as well. So pipelines, you know, contacts, full CRM. Um, but what's really cool is, and I think is what we're, we're gonna get to here is conversations mm-hmm <affirmative> so conversations are, are, are consolidated stream of everything from email two, a SMS, Facebook messages, Instagram, DMS, uh, Facebook reviews, Google reviews, Google my business chat, um, WhatsApp in like two weeks and on and on and on. So your customers literally only have to do one thing, right? You basically train them to come in here. And it's like, Hey, if you see an orange dot somebody's talking to you, it could be from email SMS who knows, who cares talk to them. Right. And so, you know, there's actually a mobile app where they can do this as well on their phone, you know, right out of their pocket.
Speaker 0 00:21:18 And uh, so this is really the magic of it because everything flows into here. Right? So I can see like these different icons, like that was an email, this is a, a phone call recording. There's an SMS sitting here and all this stuff comes into the same place. So it's, it's really powerful as a consolidated chat platform in and of itself. But then you add on the automation and the CRM and all the other kind of stuff. And it really becomes pretty wild pretty quickly. Um, I don't wanna go too crazy. So I'm gonna, I'm gonna kill my screen. Share for a sec. We can. Yep.
Speaker 2 00:21:50 Perfect. Because what I'm gonna do now is I'm gonna, I'm gonna share my screen and I just wanna give people a little bit of context. We've developed a sales process over the last, I don't know. I wanna say sort of three to four years that I've been down this rabbit hole and pre pandemic. I traveled around the world. I paid sales coaches. Um, and I paid, I've spent over $200,000 of my own money learning how to do sales. And that's, that's without a word of a lie. I've paid one coach, $72,000 in it, in it for a year. Right. I've studied with you. You'd like you name it and I've hired the best of the best. Right? Presumably the best of the best. I mean I had at one stage had Frank Kern and grant Cardone, running our ads for us. Right. And they completely fucked it up and that's a whole other story <laugh> um, and so I don't even get me started.
Speaker 2 00:22:42 Um, I I've, I've worked with the best people on the planet when it comes to sales and, and, and specifically when it comes to agency sales, right? And I've, and the reason is because what I've learned myself is that you will never go hungry if you, if you understand sales, right. If you understand the sales pro process and you actually have a process for taking strangers and turning them into high value clients, you will never go hungry. And so what was just, I remember eyeballing myself one night in the mirror going, because I could remember, I remember thinking this is gonna be a shit ton of work, and it's gonna take you at least a couple of years, and it's gonna cost you a lot of money to figure this out. And I remember eyeballing myself in the mirror one night going, yes, but this is gonna be an asset and a skill that you're gonna have for the rest of your life.
Speaker 2 00:23:33 And you can teach your kids. Right. And also I can teach also I can teach my customers. So I've, I've been so deep in this rabbit hole, like I'm, I'm looking forward to coming out, right? Because I feel like I've been in the bunker for the last few years, figuring this out. So the point is we've built this sales process that works a sales pipeline is only as good as the sales process, right? A sales pipeline is a visualization of your sales process without a sales process, a sales pipeline is a fancy campaign board. So the sales pipeline, but I'm about to show you is built on a sales process. That works, right. Uh, the other thing I'm gonna show you is, are the automations that we've built now, we've only ever, we've only ever given this to our clients in sales accelerator or Mavericks club before right.
Speaker 2 00:24:25 Sales accelerator is a $6,000 program. Mavericks club is, is a five figure investment, right? So what we are doing now is we are what I'm about to show you. We are making available to anyone who signs up to high level using our account. And yes, we do get paid an affiliate commission. I'll let you do the math. It'll pay for the expensive organic coffee beans that I like to drink. Right? The affiliate commission is not going to change my life or put my kids through school, but it's a nice to have the most important thing for you guys is that two things you're gonna get a 30 day trial instead of a 14 day trial and everything I'm about to show you, you're gonna get hot, loaded into your account.
Speaker 0 00:25:07 Going back again to the, a, the lessons I learned in the agency world is you gotta show your homework, right? It's like middle school. You don't get full credit unless you show what you're doing along the way. Mm-hmm <affirmative> that goes so far with clients and most agencies aren't doing it. So if we go back again to think about what we were doing, we were spending all this time generating leads, which is equal, ended up being an email, going to them with some information flash forward, you know, and we're gonna talk about what the fast five does, but the end result of that is a packed pipeline. And they log in and they're like, new leads can see, well, look at all these, these leads, hot leads, holy smokes. These are people that have responded to the automation in the fast five. We should, we need to hop on these and respond, um, booked appointments, right?
Speaker 0 00:25:53 We all know in this world that the, you know, a booking of some sort is pretty much always, uh, a stage in the pipeline to a sale booked appointments, um, you know, sold services and then from there on whatever you want in your pipeline, but the point is your clients can log in and see it. And when they see it, it will, it will carry you through times when campaigns aren't even performing well, because they can just see what's going on. Mm-hmm <affirmative> and, and, and wow, okay, this is gonna work. The numbers might not be exactly where I want them yet, but I can see there's stuff happening here. And I know where this is gonna go. And so the power of pipelines is very underrated and, and I don't think most agencies are giving them to their clients.
Speaker 2 00:26:36 Mm. Um, now full transparency. What I'm about to show you is a piece of the puzzle. And it's a really, it's gonna save you a, it's gonna save you so much time, uh, by just taking what we've built for you. It's also gonna raise a bunch of questions and I just wanna be completely transparent with everyone, right? First of all, we are not high level tech support. Their support team are amazing. If you have any questions about high level, then go talk to the support team at high level, because they're amazing. Yeah, we got
Speaker 0 00:27:06 You. Don't worry.
Speaker 2 00:27:07 We have a couple of training videos that we've made that help you understand, uh, how we've built, what we've built. However, if you are not in sales accelerator or Maverick's club, please, I just wanna manage your expectations. You are not gonna get all of the training for our entire sales process and all of our sales groups and all of our templates. That's just not gonna happen because we reserve that for our highest paying clients. And that is fair. And just right, what I, why I'm giving you the, the, the guys this pipeline is because I see this conversation happening every single day of the week, about which CRM and how do I set up my pipeline. And I, you know, don't have, and I, I, I've just discovered what I think is the holy grail with high level, everything I've learned over the last three years, and now rolling it out in the high level platform.
Speaker 2 00:27:55 And I've spent a Emily and I have spent a crap ton of time building out these automations chase has spent a heap of time training us and getting us on board. I just wanna give this to you guys to get you moving in the right direction and to put a, a full stop after this conversation. Like, here's the CRM. You should use start using it when you get stuck and you wanna ramp up your sales, come have a conversation with us, and we'll actually coach you through the process, right? So here, I'm gonna share my screen. Now, this is a demo account that I'm sharing you sharing with you, right? This is not our actual, um, high level account, because obviously I can't share details of our customers. However, this is a demo account that we have, which is, this is like a templated account that we've built. And you are going to get apart from the contacts. Obviously you are going to get everything that I'm about to show you. You're gonna get, if you sign up, uh, with our link, which we'll give you in a moment now, Darren Craig in New Zealand said, damn, just bought the black Friday deal for go high level the other day. <laugh>
Speaker 0 00:28:57 Nice. Well, Hey, Darren, hit me up. Chase it. Go ahead. I'll come. We'll see if we can, uh, we'll see what we can do for you.
Speaker 2 00:29:03 There we go. Look at that, Darren, uh, good stuff. So this is the dashboard. I've got some dummy data in here. Um, I also built, I built something, uh, chase that I I'd love to debate with you. Um, I make an assumption that anyone who responds to, uh, an email or a text message, which I'll show you in a moment, anyone who responds, I automatically create an opportunity for them. Mm-hmm <affirmative> right. And in my world, that opportunity is a minimum of $6,000. I think it's a $6,000 opportunity. If I'm having a conversation with someone it's a $6,000 opportunity. Now I know a lot of people might say, well, that's presumption. It's too optimistic. Why I do that is because I'm curious to measure the efficiency and the effectiveness of our automations and our outreach. If I end up with a whole bunch of opportunities in my pipeline that never convert, then I can go look at that and say, right, what do we need? How do we target better leads in the first place so that I can move those opportunities through? Have you seen other people do this?
Speaker 0 00:30:06 For sure. So there's that. And then when you're talking about your clients, you'll often use the average lifetime value value. Right? So got it. Um, but what, what I would add to that is what's important is that you build in an automation and we have a recipe that, you know, we can talk about later where it looks like this. What, what I love to do is let's say we're talking about a dentist or someone at a me bar or whatever the system knows when the appointment is right. So what we do is we automate after the appointment, let's say, 20 minutes later, half an hour later, or something, an email to the person who's running, whatever that booking was that dynamically has the information from the appointment. Mm-hmm <affirmative>. And imagine it's like this, Hey, Dr. Bob, how did the appointment with chase Buckner go?
Speaker 0 00:30:52 And then there's a link for every possible outcome. Oh, he didn't show up. Uh, he showed, but he didn't buy. He showed and bought. And then if he clicks, showed and bought it, take him to a form with chase Buckner's information pre-filled in. And all they have to do is put in the value. It says, how much did you sell? Or what was the amount of the sale or whatever. If they put that in, then boom, the system will automatically take care of the rest, the reporting trues itself up now you've got true ROI being calculated back to the ad campaign. And I'm, there's just not an easier way to do it. So yes, the front end of the pipeline is like best case scenario, but you definitely wanna to try to true it up.
Speaker 2 00:31:33 Wow.
Speaker 0 00:31:35 <laugh> I love it.
Speaker 2 00:31:37 I didn't even know you could do that because I'm new to high level. Right. And it is the matrix in here. So I didn't even know you could do that. Uh, let me show you a couple of things that we've done. First things first is, uh, we built a, a sales pipeline, right? And so what I'm gonna do is just walk you through, you'll see here, uh, a couple of things with high level, you do need to integrate with either mail gun for sending email and, uh, you know, something like Twilio for doing text messages and calling. Um, so I'm not gonna go too far into that, but this is just a message letting me know that I need to, to get a phone number, which I'm not gonna do in this cuz it's a demo account. So here's the sales pipeline that we have built for you guys.
Speaker 2 00:32:16 These are leads that are coming in from a range of different sources, right? And these leads are to be qualified. I dunno if they're any good right now. So what we do and I'll walk you through this in a moment is we do some outbound to qualify. These leads, Adam Silverman. I hope you're watching. We do some outbound to qualify these leads. Once we've qualified them, we booked them in for what is known as a triage call. We call it a clarity call. It's a triage call. It's basically a 10 to 15 minute call. We wanna figure out, you know, if they're a lead that we can actually work with, if they have a problem to solve, and if they have a budget, if they don't turn up, we stick them in, uh, in this, um, in fact you can automate this, but uh, we just stick them in the triage nohow column because they haven't turned up.
Speaker 2 00:32:57 I wanna see how many triage calls don't turn up. If we have the call and they're not right, we put 'em in disqualified. If they are right. We book them in for a strategy call and you'll see some leads coming here in the strategy call. You'll also see the, the columns are being totaled up, uh, automatically. If they don't turn up for a strategy call, they end up in no show. Uh, if they're not qualified on the strategy, call sales have determined. Well that lead came in. Marketing said they were qualified for a Strat for a sales call. I'm a salesperson. This person's not qualified. We put 'em in the unqualified column. What's the difference between unqualified and disqualified marketing has determined or pre-sales has determined that this lead is not qualified. Whereas here sales has determined. If I get a lot of people in unqualified, I wanna go back to my triage process and go, Hey, are we qualifying these people?
Speaker 2 00:33:43 Okay. Because there's a lot of unqualified leads coming through, wasting our, our sales resources. Then we have agreement sent and follow up. And then if we win a deal, for example, I literally just pick this up and I drag it into one lost or abandoned, right? And then, uh, you know, that's how we measure a one deal. So here's, here's the pipeline at a very high level that has been set up again. When you get this loaded into your account, we do have some training videos that walk you through it in some more detail. But I just wanted to show you what we've set up for you is this sales pipeline based on our sales process, there's a couple of other things that we've set up. One is some calendars. So this also replaces Calendarly, which is amazing. And the calendars
Speaker 0 00:34:24 Real quick, Troy, before you move off of the pipeline,
Speaker 0 00:34:28 You pointed out, I love this, right? Everybody builds their pipelines differently. And we love that. And it, it goes back to a lot of times, we'll get this question of like, well, if high level is so amazing, then you know, every agency's gonna end up using it. And then how am I gonna sell against, you know, my competitors who are selling the same thing? And we always say, no, no, no. Think of high level as an operating system, mm-hmm, <affirmative> you build your process on top of it. And then you sell the whole thing as your unique system, which it is mm-hmm <affirmative> once you build your process on top of it. So what Troy built here is likely different. Like you might have different stages in your pipeline, cuz you teach your clients to do things in one way or you do things internally in a different way.
Speaker 0 00:35:06 It's completely up to you. But our goal is to build something flexible enough for you to build whatever you want and then boom, instantly redeploy it for the next time you need, you know, you get a customer of that type or whatever. And uh, I saw Angie through her, uh, white labeled homepage in the chat there, which looks awesome. tradelink.pro. Um, great work on that, Angie. So yeah. Think of it as an operating system that you mold and make your own, and then you resell it as not just the software and not just services as a system.
Speaker 2 00:35:39 Mm-hmm <affirmative> correct. Um, couple of other things I wanna show you before I get into the automations calendars. So this replaces calendar, right? It integrates directly with Google calendar. I'll just show you in my calendar settings here. Uh, you can have different teams. I won't go into too much detail here, but I've got two calendar set up here. One is a meet and greet call, which is my triage call. And the second is my growth plan, which is my sales call. Right? So this replaces Calendarly. If I was going to book someone in, for example, this just kicks open a, a, a white label page with my calendar and my time's there. Right? And then I've just booked people in and, and they automatically go into my Google calendar, right? So we've already got those calendars set up and that's important because some of the automations that we've built are based on these calendars, right?
Speaker 2 00:36:23 So let me show you some of the automations. I'm not gonna go through all of them. I will go through the fast five in detail, but I'll just walk you through a couple of the others. If a customer replies to an automation, we're automatically gonna create an opportunity for them. Okay. And that opportunity gets put in this column here. So as someone, we, we send an outbound text, they respond, it's automatically gonna create an opportunity in this column here to be qualified. Uh, the, the fast five will come back to triage call NoShow. So if someone doesn't turn up for a triage call, it's automatically gonna send an email. I think it automatically also sends a text message. In fact, let me just show you what this looks like. Um, if someone doesn't turn up for a triage call, so opportunity has been moved to triage, call no show.
Speaker 2 00:37:08 That's what happens. We just drag it in the pipeline, which is one way to do it. Uh, we set a task for the salesperson to follow up in a couple of days. We then wait a minute, we send a text message saying, Hey, I just tried to call, uh, you know, are you okay? Is everything okay? We're scheduled for a call, wait three minutes, then email, wait a day, email with a follow up with a calendar link, wait, two days, if they don't respond, then the opportunity has been abandoned and we just changed the status of the opportunity to abandon, right? That's just an example of what the automation looks like in the, in the pipeline. What happens here is you'll see, Enya has a, that deal has been abandoned because she just has, she didn't turn up and she hasn't responded. So maybe she's fallen over.
Speaker 2 00:37:48 Maybe she's changed her mind. Maybe she's moved into state who knows. Right. So let's go back to the automations again. I'll just, I'll just walk through a couple of the others and then I'll dive into the fast five. Once we, once, if I'm on a triage call with someone and I book them in for a strategy call, it's automatically gonna move the opportunity in the pipeline to the strategy part of the pipeline. And it's automatically gonna send, uh, an E the email reminders. Right? In fact, I think I've, I think we've built this out. Here we go. So it's gonna, it's gonna move the opportunity in the pipeline. It's gonna wait 10 minutes. It's gonna email them some homework and a case study, which obviously you need to fill in the blanks here. Uh, then we wait until this is, I love this. This is blows my mind that you can't do this in HubSpot, but you can do this in high level.
Speaker 2 00:38:32 Right? I can have delays based on wait 10 minutes. I can also have delays based on an appointment time in the calendar with that prospect, right in HubSpot. I can only, and I don't wanna compare <laugh> high level on HubSpot, but in HubSpot, I can only send an email up to a day before my appointment. I can't send anything 10 minutes or half an hour before my appointment. It just doesn't let me do that, which is nuts. So what I do here is I just send an email a day before the call. I send an email an hour before the call and I send an SMS 10 minutes before the call. And that maximizes my show up rates our show up rates on sales calls, I think are about 83% at the moment, which is like really high. Nice, you know, well, one of the things I've learned is that not only do you need to sell people on you as a vendor, but you need to sell people on your process, right?
Speaker 2 00:39:24 And not, not only your process on, on what you are going to do for them, but also your process internally, like you need prospects to engage in your sales and marketing process for them to respect you and believe that you can actually solve their problems. So we are, we are hunters when it comes to getting people to turn up and giving them a reason to turn up, we build intrigue into our emails. We, you know, we kind of tease things and, uh, and I think that's where I show up. Right. So I think that's why I show up rights are so good. I love
Speaker 0 00:39:53 Seeing stuff like that, especially I see a lot of people get creative with SMS, right? So leading up to an appointment, they'll just automate really fun, conversational, quick questions that they know should elicit a response. And then more responses you get along the way, the more likely they're gonna be to show, right? Cause you're building this rapport slowly through an automated system, but you're warming them up and it can have insane results. And I see all sorts of cool stuff. Like a lot of times people be like, you know, text us here when you're get to the parking lot. Or when you see something, you know, outside their building or whatever, like all sorts of creative things that can dramatically change the show rates.
Speaker 2 00:40:33 Yeah. A couple of questions in the chat from Tim about, um, SMS with Twilio in New Zealand. I'm not exactly sure that probably
Speaker 0 00:40:41 Question. Yeah. Yeah. We're, we're working on that for you. So WhatsApp is rolling out in a couple of weeks and that's really gonna help a lot of folks around the world that Twilio, isn't doing a great job with as far as two a text. Um, and, and there'll be more to come after that. Right. So in the future, we'll have more than just Twilio as an option. Um, but yeah, we're, we're always looking for ways to help folks out who are in countries where Twilio, for whatever reason.
Speaker 2 00:41:06 Yeah. So we have, we have us AU and UK numbers. I think it defaults to the us number for text and we've, I don't know. We, we do two way. We get, we send and receive text messages to our Australian, uh, customers. So, um, not sure. Maybe there's a difference between Australia and New Zealand. All right. Let me, I wanna dive into the fast five because this is, um, <laugh> and I will warn you be careful because this thing can keep you awake at night, right? <laugh> true. Especially if you've got the app on your phone, right. This thing can keep you awake. So lemme walk you through how this, this works and this really can, I'm gonna give credit to chase here because I said to chase, I know this is possible, man, and I know this can be done. I'm just not exactly sure how to do it.
Speaker 2 00:41:48 And he's like, oh yeah, until met the fast five, let's do it. And so we, we, we, uh, we build this. Now ours starts with a trigger. You can have multiple triggers, but ours at the moment, ours just starts. If somebody requests a callback on our website. So we've got a call to our main call to action on our website. Now is request a call. What I've learned over the last two years is that more often than not, people don't want to jump through a hoop and book themselves into your calendar and answer all of your pre qualifying questions. They just wanna talk to someone mm-hmm <affirmative>. So we are now making it available that people can request a call back and we will do our best to call them, you know, within a very short space of time, our metric is five minutes. We're not there yet because we're still hiring more people to, because we're a global company.
Speaker 2 00:42:33 If you're just working in one time zone, it would be a lot easier, but we've got, you know, time zones around the clock. So we have Doza in the Philippines. We've just hired Jesus in California. Um, Laura in California, myself and Emily who's in New Zealand, keep an eye on it. Pete in the states keeps an eye on it as well. Once we get Jesus ramped up and geos are in the Philippines and we're looking for another outreach best list, we should be able to do this 24 hours a day, Monday to Friday. So no matter whatever time zone you're in, we'll get to people within five minutes. So what happens is are they request a callback? And I think this is just a, a tag that gets added through Zia, right? And it could just be a native high level form on your website. We're just not there yet, but this is just a whatever, whatever trigger here, it doesn't really matter.
Speaker 2 00:43:15 Then what we do is we wait one minute and we send an SMS. Now I could also in here, I could also, if I, if I was just targeting the us, for example, if I was just on the east coast, I could just say, well look, all my customers are local. I just wanna wait for, you know, between nine and five, Monday to Friday, and this will work on the time zone that I've got set on my high level account. Right? So I could say if somebody requests a call in our website and it's between nine and five, Monday to Friday, wait one minute and then send 'em a text. If it's outside those, those hours don't do anything because we don't wanna text people at 10 30 at night. Right? And then we send, 'em a text that just says, you know, amazingly says, uh, Hey, chase, our robots.
Speaker 2 00:43:58 Notice that you requested a call back on our website is now a good time to connect you with a human for a quick chat. So like, we're just calling it out. We're just calling it out straight away and big props to Pete Perry. One of our coaches here who helped me kind of rethink this, these automation messages. We're just calling it out. Yep. It's a robot, but what you connect you with a human. Now, if that's, if that's a good time, then check this out. This blew my mind. When you showed me this, then what we do is we wait for the contact to reply or we time out after 30 minutes, right? So we wait for them to reply to that. So the first SMS they get is automated. So someone's just requested a call back. They get a text saying, Hey, our robots have seen that you requested a call.
Speaker 2 00:44:38 It's now a good time to connect you with a human. And they reply. If they don't reply in 30 minutes, we just do nothing. Right? You'll be able to see this in the conversations feed, but the automation stops if they do reply after 30 minutes, uh, sorry. Within 30 minutes, if they do reply within 30 minutes, then what we do is high level integrates with the Google natural language AI platform. And it, we basically look at their response and we look for positive intent. So if they say things like, yes, sure thing, absolutely. Now's a good time. Uh, if it, if it, if it's a positive intent, we do one thing. If it's a negative intent, we do another thing, right? This is mind blowing. If it is a positive intent, what we do is we set up a manual call and I'll show you that in a moment.
Speaker 2 00:45:29 And that basically just adds a task to the, to the speed dialer. If they, if their reply is negative, then what we do is we, we just send an, you can do a bunch of things here. What we do is we text all users on the platform to say, Hey, there, chase bike Byner requested a call back from the website, just confirmed that now is not a good time to call them. Right? So what we wanna do is we're gonna get into the conversations, feed a human takes over and says, Hey, chase, uh, understand that now's not a good time for a call when, when would be a good time. And a human actually takes over the interaction. Right? Makes sense.
Speaker 0 00:46:03 Absolutely
Speaker 2 00:46:05 Great. Um, the, this here, the manual call, what happens is that gets added. If you go into your, uh, your conversations feed here, which we don't have any, cuz it's a demo account, um, it would be listed here as manual actions. And what happens is manual actions is gonna be a whole bunch of, of names and phone numbers and, and uh, uh, in a, in a power dialer list. And you basically can just click, let start, and it'll just start dialing numbers for you. So you can just put your headset on and your hands off, right? You can also filter this by campaign workflow or assignee. And then you just BA click on let's start. It just starts dialing numbers. So the automation creates the manual action. And then, and then a human comes in and goes, cool. I'm gonna, I'm gonna call these people. Now there's a bunch of other stuff that you could do. We just know that this is a really good starting point for us to make contact within five minutes and start the conversation and get a response from the prospect, which is you don't wanna try and sell them within five minutes. You just wanna get a response from the prospect within five minutes, make sense.
Speaker 0 00:47:05 Troy, can I point out, can I drop a nugget based on what you just, uh, explained about the AI feature there,
Speaker 2 00:47:11 Please,
Speaker 0 00:47:13 For your own business for all of your clients, if you are not doing database reactivations as the, one of the first things that you do for them, this is a golden opportunity, right? Requires zero ad spend. And you leverage what Troy just showed you of the positive, negative intent. Right? So what does that look like? Let's say you work with dentists. I, I love this example. Mm-hmm <affirmative> you roll into a dentist office. You're like, Hey, can you export your, your list of past, um, patients, uh, or leads or anything that you have, you load it in this system, you shoot 'em out an email and SMS, uh, saying, Hey, you know, Dr. Bob just gave me 10 free teeth whitening vouchers. Could I, should I put your name on one? And then you let the AI filter the replies <laugh>. So anybody who replies positively goes into the automation that you did awesome.
Speaker 0 00:48:05 Uh, let's get you booked for a cleaning so that we can do your whiten, your free whitening session, right? Imagine the power of that apply it to any industry, your own business, whatever it may be, where you're no longer sifting through to see, you know, did they, are they interested or not? Um, you know, cuz you're blasting out to a huge list, but uh, it just takes the next step for you. Right? You can even have a negative reply if you want, but it's an incredible way to kickstart a new relationship that requires zero ad spend and hardly any time. And it almost always results in a bunch of wins that just blows the client away.
Speaker 2 00:48:39 Wow. Uh, Sheila herd, who's watching this, uh, has just launched a dental marketing, uh, JV joint business in Canada and her business partner in the UK. So there you go. Sheila, um, Facebook user says, did someone say there were issues with New Zealand SMS before I go down this rabbit hole?
Speaker 0 00:48:55 Uh, I don't off the top of my head. Basically, if you go to twilio.com, you can see all the countries where they have full two way text one way, text cetera. But like Troy's doing, if you do business in the us or whatever, set yourself up as with a us number and you're good to go, right? Um, yeah, the rates vary, right? If you're calling from a us number to New Zealand or whatever, that's just the cost of doing business. You could see all the pricing on Twilio sites. Oh
Speaker 2 00:49:17 Man. It's it's pennies.
Speaker 0 00:49:19 Yeah. Yeah. It's like fractions. Really?
Speaker 2 00:49:21 Yeah. Yeah. That's right. Um, Sheila said we've been using inquiry bot on a client's site. Can we set up this chat to perform similar actions?
Speaker 0 00:49:30 Um, I don't know. I've never heard of inquiry bot before, but um, basically with workflows, which Troy was showing you there, you can build all sorts of cool stuff. So you could say like, Hey, if a message comes in and it contains the phrase located or, or, or the word located or the word address or the word, whatever, fire back this reply. So you can build bots that listen for things, um, which is a really cool service to provide clients of like, Hey, do you guys get the same questions all the time? Um, yeah, yeah, yeah. All the time they ask us about gluten free or all the time we get asked about whatever. Oh great. What are the answers to those questions? We'll automate all of this for you. Mm-hmm <affirmative> imagine like the value of that. Again, it's all automated after you set it up and run. And uh, the first time it just runs, but people are willing to pay a software fee for that. Mm-hmm <affirmative> which hopefully we have, uh, some time before we break to talk about those kind of wins. Cause that will really blow your mind.
Speaker 2 00:50:28 So you've got chatbot. You, you you've, you've sorry. You've got a chat widget as well. High level's got a chat widget you can put on the website too. Yeah.
Speaker 0 00:50:35 And that goes back to, um, the conversation I was just mention, which is easy automated software wins that people are already used to paying for. Right? So a chat go to any business and if you don't see a chat widget on their site, that's an opportunity. Hey, I noticed you don't have a chat widget on your site. We can put one on there for you. It's part of our, you know, software package. It costs 1 99 a month or whatever. And that's all automated. Mm-hmm <affirmative> our chat widget. We like to think of as the evolution of chat widgets, cuz most chat, widgets, to be honest are terrible. Right? You go there, you open it up, you like sweet. You type your message. And then it's like, we typically reply in eight hours. Yeah. And you're like, that's true. What is the point of this? So our chat widget is actually just a gateway to an SMS.
Speaker 0 00:51:19 So it opens up. It's like, Hey, what do you need? You type in your, they type in the message. It comes into the system as an SMS. When you reply, it goes back to their phone so they can leave the site. They can do whatever they want to do. You're still having the conversation. Um, so it's fantastic. And I'll tell you businesses hate just like us hate phone calls nowadays. Mm-hmm <affirmative> 90% of them are spam, right? Mm-hmm <affirmative> mm-hmm <affirmative> um, when you set this up and it starts forcing leads in through a, an SMS channel, they're like, this is amazing. I can scan everything that came in, know exactly what's spam and what's not automate replies, all this kind of stuff. And so, you know, we have a lot of people that sell the system on that one feature, Hey, what if I turned all your inbound phone calls into text that you could just scan and reply to and we can automate their repli to half of them.
Speaker 2 00:52:08 That's
Speaker 0 00:52:09 Cool. Yeah. Yeah. Really cool.
Speaker 2 00:52:10 That's very neat. Um, alright cool. So, uh, we're almost outta time. I, uh, I don't think there was anything else I needed to show in the snapshot. Um, except, uh, actually there is, is there, is there, do I wanna show there is one thing I think we added. So we, we are adding things to the, uh, the snapshot. Here we go. Let me just come back. Let me just get my screen back on. Uh, thank you, max. Um, so there's a call booking form, uh, that we've built so that when you are on a triage call and you book people into a strategy call that you booked them in through that call booking form. And there's also something that we are. So we, we are gonna be adding things to the snapshot over time. Um, and one of the things that we've we've built is a, an intake form for selling a digital roadmap, which is, but basically a paid discovery workshop, selling a digital roadmap session, uh, to a client.
Speaker 2 00:53:00 One of the things in that process, I was like, huh, we need to get the details into the CRM high level is our preferred CRM. So I'm just gonna build a form, which is, you know, fairly, um, fairly white label, but the client's never gonna see this. Right? So that kind of doesn't matter. Uh, if I just show you this form here, the client's never gonna see this. It's just for internal purposes, kind of looks like this, uh, you know, client details, primary contact, you fill those details in there, hit submit it automatically, gonna add them to high level C E you've now got their contact details in a high level. And then we've got all their details to run a paid discovery workshop. So as we are building things out, we're gonna be adding things to our snapshot, but essentially what you're getting now is the pipeline, the automation and the calendars built in.
Speaker 2 00:53:43 So this will replace whatever sales pipeline software you're using. Or if you're not using one, this is gonna give you pipeline software. It's gonna give you all the automations that you need for that sales pipeline. And it's gonna replace Calendarly for you as well. Uh, we've also built in the email reminders and the SMS reminders. All you've gotta do is come in and fill in the blanks and season it to taste. This is only available for people who sign up with our link, which I believe someone's gonna give you now. Uh, I think it's just go higher level.com/troy dasheen. There we go. Go high level.com/troy dasheen. Um, if there's any, once you sign up, if there's any queries with the, with the snapshot or anything, then just reach out to the team, uh, and make sure that you get that snapshot loaded into your account. Have I missed anything here? Chase?
Speaker 0 00:54:28 Uh, James had a, a good question. How do we update snapshots if we have an older version? So what Troy will do is when he does put an update into it, he'll communicate with you all that, Hey, you know, V2 of the snapshot is ready. We're gonna push it tomorrow at this time or whatever. And so he can actually push the updates straight into your account. And then the next time you use the snapshot. So like you go load up a new subaccount, um, use it all the new stuff will be there and then you can just move it between your subacs like that. So I didn't even exactly update. I didn't even
Speaker 2 00:55:01 Know that. Yeah, yeah,
Speaker 0 00:55:02 Yeah. Really cool.
Speaker 2 00:55:04 Wow. I didn't know that I could push the snapshot into, into those accounts. Okay.
Speaker 0 00:55:10 Where do you go to do it? Because when you'd go to do it, it'll ask it to be like, here's everything that's in it. Do you wanna push all of this or just pieces of it? So like you have all this cool control over what you can inject into people's accounts that have your snapshot.
Speaker 2 00:55:23 Yeah. Is that now, now you just explain, is that gonna break what they've currently got?
Speaker 0 00:55:28 No. So like it updates the snapshot, but it doesn't update any of their subaccounts. The next time they deploy the snapshot, the new stuff will be in it. So that's why I like to, if I know Troy just updated a snapshot, I'm gonna go create a, a dummy location, use the snapshot, check out what's in there and then transfer it into whatever other subaccounts I want to use the new stuff.
Speaker 2 00:55:49 Got it. Okay. Awesome. Um, Chris, so I don't know, should you wait till you join sales accelerator? Well, I mean, you probably get a bit of a head start if you start using high level now so that you, by the time you do join sales accelerator, which I know you're planning on doing early next year, then you've kind of got that done. Like you, you, you are already there, you understand that or just gonna probably speed up the process. Um, you can definitely use the snapshot that we are giving you now without, uh, sales accelerator or Mavericks club sales accelerator, and Mavericks club. Just gonna give you a whole bunch of coaching and training and templates and scripts. It's gonna help you accelerate that. That's why it's called sales accelerator. Um, but what we're giving you here in snapshot is the, the software infrastructure that you, uh, that will really help you deploy this. And, um, and as, as chase says, like you, you know, if you're in the business of generating leads and helping your clients sell, then you can use the snapshot that we've built for you. And you can deploy that into as many subaccounts as you like, and you can white label it and claim it as your own, which I know Sheila heard, um, at patient boost are already doing in the dental marketing space. So, um, yeah,
Speaker 0 00:56:58 Connect that dot before we finish, let's go back to the world. If you are generating leads for people and just allowing that lead to be sending an email and hoping they know what they're doing, or maybe you're sending a spreadsheet of all the leads at the end of the month. Scrap that, think about what Troy just showed you the odds of your client. Getting back to that lead in five minutes are zero. What Troy just showed you is every lead gets an email, a text message, a voicemail, all sorts of other stuff within the first five minutes. It's night and day. Now you're no longer selling leads. You're selling appointments, essentially you're selling correct lead. You're selling people replying to leads. You're selling booked appointments. It's a, it's a completely different world than selling leads. And so, um, if you took nothing away from this, take that those first five minutes, if you're not solving that for your clients, I guarantee they'll churn. We've worked with tens of thousands of agencies at this point. And the churn rate is, is bad. It's mm-hmm, <affirmative> 60% plus to be honest. Yeah. Um, if you start automating lead nurture for them, they stick because they don't have to do the work that they don't know how to, uh, that they don't know how to do. Now. They're just having sales calls and, uh, it's a whole different world.
Speaker 2 00:58:11 Um, he, here's one thing here's, here's one little seed on a plant for people who might be on the fence about sales accelerator or Mavericks club. I've built an automation with another, um, colleague of, of, of ours that we won't mention chase. Um, I I've got this ridiculous unlimited access to one of the largest lead databases on the planet, which primarily comes from LinkedIn. And then does some double verification of email addresses. Oh, I'm currently, I'm currently generating 25 and I've, I've capped it at 25 a day because I don't wanna, you know, I don't want things to blow up. I'm currently generating 25 cold leads a day and piping them directly into my high level account with a double verified email address. And I think probably about 60% of those also have a phone number that's coming in. I haven't touched them yet. I'm talking to my sales team and I'm like, now we're having a conversation about a message to put in front of these people because they can see the leads.
Speaker 2 00:59:12 I'm doing a little bit of automation with LinkedIn and, and just touching their profile and stuff. But I'm not actually picking up the phone and calling or doing a whole bunch of outbound, you know, hard, hard kind of outbound because we're still thinking about the message that we craft. But if you can imagine the power of, of what I've showed you with the fast five and generating cold leads, 25 cold leads a day like that is just now, now, now that you have a sales capacity problem, right. I spoke to one of my sales guys recently. He's like, dude, how are we gonna deal with that volume? I'm like, I don't know, but this is a good conversation to have, right? Like, absolutely leads are not the problem leads lead gen is not the problem. Everyone's like, oh, you know, I need lead gen. I need leads. No, no, no leads are not the problem. What you need is a process for taking strangers, warming them up and turning them into a client. Yeah. Leads are not, the problem.
Speaker 0 01:00:02 Leads are gonna be a commodity, right? Facebook and Twitter and LinkedIn, these companies are hell bent on making it so self serve to generate leads that anybody can do it.
Speaker 2 01:00:12 That's right.
Speaker 0 01:00:12 Clients think they want leads. They don't want leads. They want sales conversations, right? Yeah. They want customers. And so you can automate that. Now software can do the work for you. You need to get creative with it. Right. You need to work with somebody like Troy, who knows, you know, the process like you described warming somebody up things. You should say things you shouldn't say when you should say them when you shouldn't. Um, but the system is there for you to mold into your, your machine. Um, Canda had a question. Is there any caps on how many internal team members can have access? Nope. We don't charge per seat. We don't charge per list size. We don't charge per any of that. It's just flat fee to us unlimited subaccounts 2 97 or 4 97. You get unlimited subaccounts, unlimited users, unlimited list size.
Speaker 2 01:00:55 What's the difference between the 2 97 and the 4 97?
Speaker 0 01:00:59 Um, four ninety seven is what we call pro with SAS mode. And we didn't get into SAS mode today, but Troy, I'd love to do this again in the near future to talk about that kind of stuff. Um, but basically it's the automated software features bundled up so that you can literally sell it as software. So imagine somebody goes to your, this is what I love. Hey, so, and so you came to me cuz you want lead gen, you think you want leads <laugh> we are the best at lead gen. Don't worry about that. Not only that we're gonna, we have this software it's gonna put 'em right under your calendar. Does that sound amazing? Yeah, it does great. It does a bunch of other cool stuff too. First step let's get you signed up for the software. It's 2 99 a month. Go to our sales page, put in your credit card.
Speaker 0 01:01:40 It's gonna create your account, send you your passwords, all that good stuff. Then I'm gonna add on your lead gen package. Right? Boom. Great. And that's it. So now you're running two charges, your services and your software, because what happens is when the day comes and I promise you, it will come. I hate to break it to you when they're like, Hey, we don't need Facebook ads anymore. You're like, cool. No worries. We'll shut that off. But they're still paying their 2 99 software utility bill and they'll pay it forever. Um, so whole different conversation. Other I'd love to have with you guys soon, but mm-hmm <affirmative> um, that's the benefit of the 4 97 pro plan is that you get access to all that automated that, so that whole thing happens automated, um, where they can sign up and be on a subscription and you don't have to do anything.
Speaker 2 01:02:22 Love it. Love it. We'll definitely get you back for, uh, for another call there. Jayden is already setting up his account. Um, final question here. Anonymous Facebook user says, can you gimme an example of how to use this for a recruiting client? Hmm,
Speaker 0 01:02:36 Absolutely. I mean, if you just apply what we're talking about, the software's there to mold as you see fit. So, um, recruiting, right? Tons of cold outreach, cold outreach is a, you know, we've got so many prospecting coaches within our community that can, that help with, you know, again, the messaging, what to say, where to prospect LinkedIn, you know, getting leads from LinkedIn into high level, that kind of stuff. But then it goes back to just what we're talking about, right? Getting messages in front of people, waiting for replies, using AI to see what's in the reply. Um, but not just relying on one channel, right? It's gotta be omnichannel in today's day and age. It's gotta be mm-hmm <affirmative> uh, email, it's gotta be text. It's gotta be voicemails happening. We have a call connect feature that we didn't even talk about where we actually call the business.
Speaker 0 01:03:24 If they answer says, you know, you have a new lead, this name's chase Buckner pres any key to connect. If they press a button, we call the lead, we bridge the call for the lead answers, amazing stuff like this, that you can mold again into, you know, your own strategy. But the point is it's no longer Omni channel. It's gotta be SMS. If you can. Um, the, you know, conversion rates on SMS are just so much higher than email, totally chat with. You could also site catching, catching traffic. That's already coming that you're not like my business chat would even talk about, but mm-hmm, <affirmative>, uh, you know, it, it, any industry really,
Speaker 2 01:03:57 You could also use this to capture recruits, like candidates for roles, and then put them into a fast five automation to, you know, B the recruitment a because recruitment sell talent, right? So you could use a fast five automation to be the recruitment agency that just loves your candidates so much that they just come with you. Right. So you could, yes. You could use this to attract clients, recruiting clients, but you could also use it to attract recruiting candidates.
Speaker 0 01:04:24 Totally. And you can do, uh, you know, look pretty much every business has like a filter step, right? You need to know if this is the right type of leader, the right type of candidate. And typically that's like, Hey, I'm gonna send you a form, please fill it out. And yes, you can still do that. And you can build surveys right in high level. And again, continue to nurture people if they haven't filled it out in X amount of time. And that's all great. What about the next level? Right? What about doing it conversationally through SMS? Let me ask you a question and then have a, you know, a workflow that looks for the reply. Did they, did the reply contain this or this? And like you could literally build a conversational filter survey. Um, things like that are like really where people are, are pushing the boundaries of things. And the, again, the conversion rates through SMS are so much higher than through email and forms. Um, so there's a million ways to get creative, but that's what we love about it. We love to, to again, give you the OS and then see what you guys do with it. And, uh, you guys continually blow our minds.
Speaker 2 01:05:25 Yeah. Yeah. Uh, couple of questions here. Pipe drive. Yes. High level replaces pipe drive. And Jayden, there is a forms feature. It's under sites. Once you're in go to sites, go to forms and then you can see, uh, the forms there. All right. Hey, this has been survey builder.
Speaker 0 01:05:40 We have a zap in the zap store. So if you need to bring data in from anywhere, you can bring it right in through zap here. And then there's also the webhook step in workflow. So if you ever wanna move data out, which is really cool. When, when Troy was showing you like a process pipeline, people do this all the time gets to a certain stage of the pipeline, web hook out to DocuSign or whatever you use once documents signed zap back in, move them in the pipeline and boom, the process continues right on. So really cool stuff you can do with moving data in and out.
Speaker 2 01:06:08 Yeah. Uh, William David Wood, um, email chase, high level.com. Uh, he signed up last week, uh, wants to know how to get the snapshot. So emailed chase and I'm sure they'll figure it out. Also the zap and the, the app and the zap are called lead connector. And they're completely white. You can white label them too for an extra fee. Right. You can white label the zap in the app. We do amazing.
Speaker 0 01:06:30 Yeah, yeah, absolutely.
Speaker 2 01:06:32 Hey dude, this has been awesome. This is gonna be the first of many I'm. Sure. Um, and, uh, um, we're gonna get you back to talk about SAS mode and we're gonna get you back, uh, over the coming months to talk more about stuff. This has been amazing. You're talking to dude Fest. I'm talking to dude Fest with Chris Martines. Uh, I'm coming up in a couple of hours. When's your talk
Speaker 0 01:06:49 Tomorrow?
Speaker 2 01:06:50 Awesome. Cool. Cool. All right. Chase buck. Thanks. Being a part of it. It's good to finally have you here. And it's good to be part of the high level family. I've drunk. The Koolaid I'm here. Um, go high level.com/troy Dean. Troy dash Dean is the link to go to, to get our snapshot in your high level account. Um, any questions reach out to the high level support team and they'll look after you chase. Thanks for being a part of it.
Speaker 0 01:07:13 Thanks for having me.
Speaker 1 01:07:15 Thanks for listening to the agency hour podcast, subscribe at apple podcasts, Spotify podcast, audible, and wherever you like to listen, you can catch all of the agency hour episodes on our YouTube channel at youtube.com/agency Mavericks. Or you can get involved, check out our free digital Mavericks Facebook group, where we broadcast these episodes live for our community every week, along with a ton of training. We'll see you.