Coaches Using GoHighLevel: From Start To Finish

Introduction

Coaching can be a very rewarding experience, but managing leads, client bookings, communication via email, and follow up can sometimes make the process very overwhelming. Many coaches use 4-6 applications (software programs) to run their business. If you are using multiple applications, you will generally pay much more money, have much more confusion, and spend less time coaching your clients.

GoHighLevel changes everything about how Coaches can manage their business by allowing you to have your CRM, Funnels, Email Marketing, Appointment Bookings and Automations - all in one SOFTWARE APPLICATION! No more switching between software applications, no more losing leads, just one powerful software application to run your whole business, so that you can concentrate on helping your clients grow.

The information contained within this guide provides a comprehensive outline to understanding how-to set up your account and automate your entire client journey.

What is GoHighLevel and Why Use it as a Coach?

GoHighLevel (GHL) is an all inclusive platform (CRM & Marketing). If you are an agency or a business looking for a solution to manage your clients and Marketing in one place. GHL was developed with agencies in mind and those that have to wear many hats and manage large amounts of clients.

For coaches, this solves the problem of having multiple solutions at your disposal to run your coaching business. With GHL you will have your Client Management, Email and SMS Marketing, Appointment Scheduling, and Automations all in one place. Most importantly, once you get the system set up you will be able to run your coaching business with very little oversight.

Key Benefits for Coaches

Client Management Made Easy:

Track each lead from the beginning to the end. Automate the follow-up process so you do NOT miss any potential clients that might want to buy your services.

Built-in Email and SMS Marketing:

Send email and text messages (marketing campaigns, nurturing sequences and reminders) using the GHL built-in tools and do not need to use any other tools.

Appointment Scheduling:

Allow clients to schedule calls directly from within your Funnel or Website so that there is no back and forth emailing to schedule appointments.

Powerful Automations:

Create workflows to follow up with your leads, provide reminders and move your clients through your pipeline all on autopilot.

Coaches Setup Instructions and How-To Guide

Step 1 - Sign Up for a GoHighLevel Plan

To start coaching with GoHighLevel, the first thing you must do is to sign up for a GoHighLevel plan. You can sign up for a free 14-day trial and get to know the platform prior to purchasing. After signing up, you will see a dashboard interface where you can manage everything.

Step 2 - Create a Sub Account within GoHighLevel

Every business has their own ‘sub’ account in GoHighLevel (i.e. for coaches, you have only one for your coaching business). When you create your sub account, make sure to provide all of your business contact information including your business name, logo, phone number, and email address so that they are in alignment with all communications with your coaching clients.

Step 3 - Connect Your Calendar

Within the Calendars section locate the Calendar option to connect your Google or Outlook calendar to GoHighLevel. Next create a booking calendar (set your “Available Hours”, “Buffer Time” between calls, “Session Types”) and then provide the link of the booking calendar on your website or inside your funnel to allow clients to book sessions with you without any back and forth between you and them.

Step 4 - Create Your First Funnel

The GoHighLevel Funnel Builder tool includes drag-and-drop functionality that allows you to quickly and easily create an easy-to-use, simple lead funnel consisting of a landing page, opt-in form, and thank you page that has your booking link. If you are not a designer do not worry! Begin with one of the pre-built templates and then modify the template by adding your color scheme and writing a copy that is consistent with your brand message.

Step 5 - Create A CRM Pipeline

Go to the Pipelines section in GoHighLevel and create a simple pipeline for tracking the sales process for your coaching services. A basic version of this might include four basic stages of progression, for instance, New Lead → Booked Discovery Call → Sent Proposal → Enrolled Client. You can drag and drop the contacts from a lead through the various stages of the sales pipeline to give you a visual snapshot of your entire sales process.

Step 6 - Create Automated Tasks Through Workflows

What makes GoHighLevel unique and such a time-saver is that it allows for automated tasks to occur based upon predefined criteria and triggers. For example, when someone books a discovery call you can create automations that automatically generate a confirmation email, generate a reminder text message 24 hours prior to the scheduled discovery call, and generating an automatically-generated follow-up email after the call, thus saving you several hours of time each week/month by setting these up once and allowing them to run in the background without you having to think about them again.

GoHighLevel Coaching Setup Checklist:

Your setup checklist has been completed.

• A GoHighLevel account has been created along with subordinates.

• All of your business information is updated including logo and branding.

• Your calendar is connected and your booking page is active.

• Opt-in pages are created with a separate thank you page for your funnel.

• You created your CRM pipelines to support your sales process.

• You are sending an automated welcome to each new lead.

• Every new lead has a booking confirmation email and reminder email that has automation settings in the system.

• You have created a post-call nurture workflow to automate the follow up process.

• You have registered your email sending domain and tested with a lead successfully going through the end to end steps of the funnel.

• You have also registered your sending domain and successfully tested a lead through the funnel from beginning to end.

Advice on Maximizing GoHighLevel for Coaches

After your basic configuration is complete, follow these tips to maximize your experience:

Start Out Simple. Do not try to build everything at the same time! Start by getting your funnel, calendar, and automation set up then expand from there.

Utilize the Mobile App. GoHighLevel has a mobile app which allows you to check leads and respond to messages while on the go - very beneficial for solo coaches who have multiple responsibilities.

Review Your Pipeline Daily. Spend 10 minutes each morning reviewing your CRM pipeline, moving leads through your process, checking those who require follow up, and increasing your sales conversions consistently.

Provide a Lead Magnet. Use your funnel to offer something for free - an e-book, mini course, strategy session, etc. This will assist in building your e-mail database and provide you with an abundance of warm leads in your funnel.

Final Thoughts

Coaches have a full-service system available in GoHighLevel which enables the process from lead generation to conversion. With a proper configuration, you will save yourself hours per week and have an impressively organized and professionally run business. Following the instructions outlined in this guide along with using the accompanying checklist will have you operational within a matter of days. And once operational that system will be running your business even while you're not.

Frequently Asked Questions

Q. Only Agencies or Solo Coaches Use GoHighLevel?

Go High-Level is an excellent solution for solo coaches as well as agencies. You do not have to run an agency to receive value from Go High Level's multiple features. A large number of individual coaches use this platform to track and manage leads, automate bookings, and send marketing emails all in one location, thus eliminating the need for several different programs that charge monthly fees.

Q. Time Required For A Solo Coaches' Initial Setup Of Go High Level

Depending on your overall vision and clarity regarding how Go High Level will work for you and your business model, you should have an entirely functioning system set up within 2-3 days. You can create an entire funnel, a calendar for your bookings, a customer's CRM pipeline, and even create basic automated processes all in one weekend with this step-by-step guide.

Q. Can I Replace My Calendly, Mailchimp, ClickFunnels (Etc.) Subscription With GoHighLevel?

Yes! In most instances, yes! If you're using GoHighLevel for scheduling your appointments, sending emails to your customers, creating your funnels, managing your CRM (customers) and managing your automated processes; you will find that you will likely be able to cancel 3 to 5 other subscription services once you begin using GoHighlevel for your coaching business.