AI Summary
This video provides a comprehensive guide for new GoHighLevel users, highlighting common mistakes and offering a structured approach to maximize the platform's potential. The creator shares his personal experience and offers exclusive bonuses, including templates and an 8-week challenge, to help users hit the ground running.
Chapters
Charlie advises viewers not to sign up for GoHighLevel without watching the video first, as it will improve their experience. He uses the platform to run all his businesses and replaces 5-6 tools with it.
Signing up directly through GoHighLevel or under the wrong affiliate leads to a shorter trial and missing out on free bonuses. Using Charlie's link provides a 30-day extended trial, free onboarding call, and access to his team's templates and snapshots.
Without a structured plan, users get lost. Charlie's 8-week program (free with his link) guides users through building a marketing and AI system: weeks 1-4 focus on foundation (offer, landing page, lead nurturing, testimonials), weeks 5-8 on scaling with AI (conversation AI, voice AI, agent studio, content distribution).
Users should identify their top 1-2 use cases (e.g., lead capture, DM automation, website building) to avoid overwhelm. GoHighLevel can do many things, but not all are needed on day one.
Learning by watching videos and simultaneously using the software is most effective. Attending the free onboarding call is highly recommended for better success.
Having a domain, brand assets, an offer, and existing tools ready before signing up allows users to quickly integrate GoHighLevel and follow the 8-week program.
Sketching the customer journey (how they find you, what they do, follow-up) helps build effective automations. This 20-minute exercise clarifies which tools to use.
Migrate tools gradually (e.g., ManyChat first, then email provider, then calendar) to avoid overwhelm and ensure a smooth transition.
AI Studio allows building apps and landing pages via vibe coding. AI agents include voice AI (receptionist), conversation AI (appointment setter), and content AI. These advanced features should be incorporated over time.
Starter plan ($97/mo) is for up to 3 sub-accounts (businesses). Unlimited plan ($297/mo) allows unlimited sub-accounts, ideal for agencies reselling accounts. Agency Pro ($497/mo) adds SAS mode and resold email/phone credits.
Charlie emphasizes that following these steps will put users ahead. He offers his link for extended trial, free onboarding, and $15,000 worth of freebies. He believes GoHighLevel is the most impactful software for entrepreneurs.
By avoiding these common mistakes and following a structured plan, new users can effectively leverage GoHighLevel to streamline their business operations and save time and money.
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Study Flashcards (11)
What is the number one mistake people make when signing up for GoHighLevel?
easy
Click to reveal answer
What is the number one mistake people make when signing up for GoHighLevel?
Signing up using the wrong link, which results in a shorter trial and missing out on free bonuses.
00:45
What does Charlie's signup link provide that the direct signup does not?
easy
Click to reveal answer
What does Charlie's signup link provide that the direct signup does not?
A 30-day extended free trial, free onboarding call, and access to templates, snapshots, and an 8-week program.
01:30
What are the two phases of Charlie's 8-week program?
medium
Click to reveal answer
What are the two phases of Charlie's 8-week program?
Weeks 1-4 focus on building the foundation; weeks 5-8 focus on scaling with AI.
03:30
What should you do before signing up to avoid getting overwhelmed?
easy
Click to reveal answer
What should you do before signing up to avoid getting overwhelmed?
Identify your top 1-2 use cases for GoHighLevel.
05:00
What is the recommended way to learn GoHighLevel?
easy
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What is the recommended way to learn GoHighLevel?
Watch a tutorial video and simultaneously use the software yourself.
06:00
What business basics should be ready before signing up?
medium
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What business basics should be ready before signing up?
A domain, brand assets, an actual offer, and a list of existing tools to replace.
07:00
Why is mapping the customer journey important?
medium
Click to reveal answer
Why is mapping the customer journey important?
It clarifies which tools within GoHighLevel to use to create effective automations.
07:45
What is the recommended approach to migrating tools to GoHighLevel?
medium
Click to reveal answer
What is the recommended approach to migrating tools to GoHighLevel?
Migrate one tool at a time, get it working, then move to the next.
08:45
What are three AI features mentioned in the video?
hard
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What are three AI features mentioned in the video?
Voice AI (AI receptionist), conversation AI (appointment setter), and content AI.
09:45
What is the main difference between the Starter and Unlimited plans?
medium
Click to reveal answer
What is the main difference between the Starter and Unlimited plans?
Starter allows up to 3 sub-accounts; Unlimited allows unlimited sub-accounts.
11:30
How can agencies make money with the Unlimited plan?
hard
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How can agencies make money with the Unlimited plan?
By reselling sub-accounts to clients, e.g., charging $100/month per client.
12:00
💡 Key Takeaways
Wrong Signup Link Mistake
This is the most common mistake that leads to missed bonuses and shorter trial.
00:45Structured 8-Week Program
Provides a clear roadmap to avoid overwhelm and ensure successful adoption.
02:30Customer Journey Mapping
A simple 20-minute exercise that dramatically improves automation effectiveness.
07:45Gradual Migration Strategy
Prevents overwhelm and ensures a smooth transition without disrupting business.
08:45Plan Selection for Agencies
Unlimited plan enables reselling sub-accounts, creating a revenue stream.
11:30Full Transcript
Hey, my name is Charlie and if you're thinking about signing up for GoHigh Level, don't sign up just yet. Seriously, watch this video first because it's going to make your experience 10 times better. Now, I do want to say Gohigh Level is honestly one of the most powerful business tools that I use right now. In fact, I use it to run all of my businesses and it replaces five to six different tools for me. The only
issue is a lot of people, they'll sign up, they'll get super overwhelmed by everything it can do because it can pretty much do everything and they end up wasting their free trial. So, in this video, I'm going to give you guys a bunch of clarity on what you'll want to use Go High Level for, and I'll walk you through exactly what you need to have in place before you sign up so that you can actually hit
the ground running. Let's get started. Okay, so first, the number one mistake people make when they sign up for GoHigh Level is they sign up using the wrong link. So, you can either sign up directly through GoHigh Level or you can sign up through a person's link like mine. Now, the thing is, if you mistakenly sign up just on the website directly, you're going to get a shorter trial and you're going to miss out on a
ton of free bonuses. It's also similar if you sign up with the wrong affiliate because the bonuses that you get from different affiliates varies a lot. I truly believe that if you sign up using my link, you're going to get the absolute best bonuses that exist and it's going to make your go high level experience so much better. So, I currently have a full-time highle team whose sole job is to build the best bonuses for you
guys. So, they're constantly building new templates, new snapshots, tons and tons of new freebies. And so yeah, every automation, every template, everything I use in my own businesses, I give out for free when you use my link. This was the biggest mistake I made when I signed up for GoHigh Level. I didn't sign up under the right affiliate, so I missed out on a ton of free stuff. Now, I have a link down below, and it's
going to take you to a page that looks just like this. Now, the first big thing that you'll get when you sign up under my link is you'll get that 30-day extended free trial. This is double the length of the normal trial. So, you might as well do it. But the stuff that makes a huge huge difference is going to be all the freebies that you get. So every single automation, every single template, every single bonus
that I use within my businesses, I give them out for free. And so you can literally just copy the stuff that I've built, paste it into your own business. And this should save you guys like hundreds and hundreds of hours of your time. Now, I do have a paid community where we have coaching, we have Q&A sessions, and it's usually cost money, but it is completely free for people that sign up using my link. You'll also
get access to my 8week challenge. Every single week I give a new freebie. I basically teach you guys how to build your business using High Level. We'll talk a little bit more about that later on, but yeah, these are things that everyone who starts using GoHigh Level should have access to. So, I truly believe that if you're not signing up to get these types of freebies, you're missing out on so much value. And the thing is,
it doesn't change the pricing at all. Everything is completely free, no matter if you sign up directly with High Level or through me. So, that's what I think is the first biggest mistake that people make. I also forgot you also get a free onboarding call when you sign up using my link. So the highle team will literally help you set everything up, take advantage of all my templates and all that stuff. And I've seen the data
like the difference that doing this call makes for your eventual success with using the platform is absolutely astronomical. So I think it is 100% mandatory to attend that onboarding call. The next big mistake that people make is they don't plan their first 60 days. So a lot of people they'll sign up for high level. they'll sort of poke around randomly at all the different features and they don't have like a clear direction. So if you're not
going through some type of let's say eightweek program or challenge, then you're just going to be super lost in the software and you're not going to know how to start and what to do. So like I mentioned earlier, when you sign up using my link, you get access to my 8week program and it teaches you how to build a complete marketing and AI system within High Level. So before you sign up, you'll want to basically have
this in mind. These first eight weeks are super super crucial and it's really important that you guys actually follow some type of plan. So basically in my program, right, weeks 1 to four, we're going to help you build the foundation and weeks 5 to 8, we're going to help you scale with AI. Every single week, you're going to get another freebie that's going to help you a lot. So for example, week one, we're going to teach
you how to turn your expertise or skills into something that people actually want to buy. In week two, we're going to teach you how to build a high converting landing page as well as a lead capture system. So basically, you can turn website visitors and social media traffic into actual paying customers. Week three, we're going to really teach you how to use the software to nurture leads, converting leads into actual customers through automated follow-ups, automated workflows,
appointment reminders, all that stuff. So, I'll give you a bunch of email sequences and templates that you guys can use. In week four, I'm going to teach you guys how to get testimonials. This is super underutilized in my opinion. Basically, automated review systems that help you get a lot of five-star reviews. In weeks five to eight, I'm going to teach you things like using conversation AI, right? Like how you can build an AI system that can
actually help you book appointments. Week six is voice AI. So basically helping you build an AI receptionist. So instead of having to hire a full-time person, you can just have AI be your phone receptionist. Week seven, I'll teach you guys how to use high levels agent studio. So how you guys can build social media posts directly within agent studio. And then week eight, I'll teach you guys how to build a content distribution system. So essentially your
content fully automated for you. You also get a ton of guides in this 8week challenge, tons of snapshots, and you also get these AI team members delivered. So, having structure like this really increases the success rate and your ability to actually incorporate high level into your business. The real goal is to get you guys to absolutely love high level because if you guys can effectively incorporate high level into your business, your business is just going to
run so much better and cleaner. So, the next big mistake is you need to know what you actually want highle for. Don't sign up just because everyone else is using it because yes, high level can do a ton of things, but you don't need all of them on day one. So, what I recommend you guys do is figure out your top one to two use cases like are you trying to capture more leads? Are you trying
to follow up with leads automatically? You're trying to do DM automations because yes, high level can replace many chat and you can have people comment a word on your post on Instagram, it's going to automatically DM them. You're trying to build a website or a funnel or you're trying to build an agency. really write down the top one or two things you want Highle to do for you. That way you won't get super overwhelmed by all
the different features. The next big mistake is people try to learn Highle on their own. There's so much content out there. I have a ton of free go highle tutorials on my channel and it's really really important for you guys to actually learn the software by watching a video and then actually using it yourself. Like I'm talking about at the same exact time, right? Watch a little bit, play around with it yourself. That is the only
way you guys are going to learn the software. If you watch an entire video and then you try to do it yourself, you're going to forget a lot of things. I know I made this mistake. So yeah, that's really the most efficient way to learn High Leo. It's really important that you guys get walked through all the different features and that you play around with those features yourself. You also should really attend that onboarding call with
High Level. You'll get that free call if you guys use my link. I promise you, it's just going to make the whole experience so much better. Spending a couple hours learning HighLE is going to save you hours and hours later on. Another big mistake I see a lot of people make is they don't have their business basics ready when they sign up for High Level. So High Level it's great for beginners, but the best types of
businesses that it works for are businesses that already have a foundation. So it's really important that you guys, for example, have a domain, you have your brand assets, you have an actual offer. It's important that you guys have some existing tools that you're already using that you'll probably replace with high level. And so what I recommend people do is have all the stuff set up beforehand. That way, right when you start your trial to go high
level, you can really get the ball rolling, go through my 8week program, and fully incorporate High Level into your business really, really fast. The next thing you're going to want to do is you're going to want to map out your customer journey. So, High Level's really amazing at automations, but automations only work if you know the steps you want someone to actually go through. So, before you guys sign up, sketch out a simple version of how
do people find you? Is it through ads? Is it through social media, referrals, search? And what do you want them to actually do, right? Do you want them to fill out a form? Do you want them to book a call? Do you want them to buy something? And then what happens after that? Is there a follow-up sequence? Is there onboarding? Whatever. And it doesn't need to be fancy. It could just be on a piece of paper
or a Google doc. And what this is going to help you guys do is be able to actually use High Level and build out these automations and workflows. Mapping out this process will take you maybe 20 minutes, but it's going to make it really clear what tools within high level you need to use to create this customer journey. The thing is once you build out all these automations and workflows for your customer, it runs on autopilot,
right? So whenever a lead comes in, they're going to get taken through this entire journey and the amount of conversions from leads to actual customers is going to go through the roof. And then I sort of mentioned this already, but the last mistake that people do is they try to replace everything on day one. So yes, high level can replace probably a bunch of the tools you're currently using, but I don't recommend trying to migrate everything
all at once, right? Start with one or two different things. Get those working and then gradually move the other tools over. So let's say you're using ManyHat and your first priority is like I want to use high level to actually do DM automation. Well, you can migrate from ManyHat to high level pretty easily, but focus on that for a few days. Once you get that migrated then you can focus on let's say migrating from a different
email provider to high level and then after that you can go from let's say Calendarly to using the calendar function within high level and then you can start migrating your websites from whatever platform you use over to high level. Yeah. So don't cancel all these services on day one. Start by doing one thing, get that done, then do the next thing and gradually you'll have everything migrated over within let's say a few weeks time and that's
going to be a lot more sustainable and it's going to ensure that you guys don't make any big mistakes or get overwhelmed. But I've seen this over and over again where people try to migrate everything all at once and they get overwhelmed and they just sort of give up on the software. Next mistake I see people make is they don't use the AI features properly. So first of course if you guys go through my 8week program
it's going to really teach you AI. For example, I'm in the dashboard right now. You guys are probably already somewhat familiar with all of these things right here, right? This is where all your conversations with leads and clients is going to show up. You can create unlimited calendars right here. So, this fully replaces Calendarly. Every contact and lead is going to show up right here. This is a demo account. So, I don't really have any information
here. Here you can see your opportunity pipelines, right? So, new leads and all these templates are going to be included if you guys sign up using my link. You can handle payments. You can handle contracts, subscriptions, you can host your own course within High Level Marketing. So all your social media posts can be planned and posted through High Level right here. This is where all your automations live. And you can create workflows by clicking this button
right here. You can create a bunch of different websites and landing pages. You can build out different forms and surveys and quizzes. We talked about reputation, right? So being able to send and get reviews for your business, super super important. But I want to focus right now on AI Studio and AI agents. So a lot of people they don't know how to use this but essentially you can basically build any type of landing page, any type
of app, any internal software. Basically this is vibe coding built into high level. They have tons of different templates that you guys can get started using. For example, if you want to build a chat application, you can literally choose this right here. You just have a conversation with it and it builds out this internal platform or software for you. It's very similar to base 44, lovable, any of those other popular vibe coding softwares. So here's a
basic app that it just built for me. And the cool thing is all these apps and websites, they are hosted directly on high level. So you don't even need to migrate these over to a different platform. Same thing with AI agents, right? A lot of people, they don't take advantage of voice AI, which is basically your AI receptionist, conversation AI, which is basically like an appointment setter as well as content AI. Yes, these are some of
the more advanced features of high level, but it's definitely important that you guys actually play around with these and incorporate them into your business at some point. Don't worry, that 8week challenge is going to definitely cover a lot of these things. Another big mistake that people make is they don't know which plan to go with. So, for most people, I'd say the starter plan is going to be great to start. This allows you to have three
different sub accounts. So, let's say you have three different businesses. You can have one starter account and run three businesses on high level. Now, the unlimited and agency pro plans, this is where it gets really crazy. These allow you to have unlimited sub accounts. So, if you have different clients that you manage, all your clients can have their own sub account. It's all included in one single subscription. Like, you literally could have hundreds of sub accounts
on the unlimited plan. And so, this is really great for agencies or people, let's say, building websites or funnels for different local businesses. All those local businesses can get their own sub account. You can even charge people monthly for those accounts, right? Let's say you charge everyone about $100 per month. That means having just three clients is going to pay for this membership. Plus, you're probably going to be charging some type of retainer for your agency
services on top of this. Yeah, a lot of people don't realize that you can have unlimited sub accounts with the unlimited plan and actually make money reselling these accounts. The agency pro plan most of you guys probably won't need at least for now, but the big difference is that you get unlimited SAS accounts. So SAS mode's very powerful. I'm not going to talk about it in this video, but essentially you can have your clients make their
own accounts directly without your involvement. And you can also rebuild them for email, phone, text, and AI and put a markup on that. With all these plans, you get a 30-day free trial. And if you guys already sign up for High Level and you want to actually take advantage of all my bonuses and freebies, you can either upgrade using these two buttons right here and you'll get all my bonuses. And so yeah, that's pretty much everything
you guys need to know before signing up for GoHigh Level. Now, if you do all these things before you start your trial, I promise you, you're going to be way ahead of most people. And again, I'll have a link down below. It's go highlevel.com/charlie. It's going to be in the description, and you'll get that extended 30-day free trial. You also get that free onboarding call, and you also get $15,000 of freebies and templates and snapshots that
I've built out. If you can't tell, I am so passionate about Go High Level. I think it is the most impactful software that I've had in my entrepreneurship journey. That's why every business I start, I use High Level as the backbone, as the foundation. It's made me a much better entrepreneur. I truly think that every business owner out there should give the software a try because it's just been super life impacting for me, and I think
it can be the same for you. Not only will you 100% save a ton of money since everything's built into this one subscription, but you'll build a much more efficient, betterun business if you take advantage of all the features within High Level. Plus, you guys can just literally copy and paste a bunch of the stuff that I've built out and put in my own businesses. Yeah, it should be one of the highest ROI moves you make
for your business. Hopefully, you guys found this video helpful. Please give it a like, subscribe if you got some value from it. Yeah, I do a ton of videos about entrepreneurship, finance, business. My whole goal is to help you guys live a financially successful life. Thank you so much for your time and I'll see you in the next one. Peace.