Can One Tool Run My Side Business?

So I just filled out my own contact us form the same way that a customer would and automatically through this automation, I got an email telling me to book a calendar link, book a demo, and then I booked that demo and there's a pipeline where this card is automatically updated based on where it's at in the deal flow. I got all this set up in about five minutes. It was very quick. You can set it up for your business as well. I'm going to show you every piece of it and how I put it together. Most of my week is spent working on this channel and doing my work at Hops as a product lead growth there But on the side, I also build websites for local businesses So, you know bookkeepers painters dog daycares that kind of thing around here in Lincoln And right now my website and all the websites that I build for people I host on Netlify And then I have TidyCal so people can book meetings with me so I can kind of show them what I built for them Um, then of course I have Gmail that I use every day And I've got a list of leads that, you know, I put in a Google spreadsheet here or there. And every one of these tools works fine on its own. The problem is that they don't talk to each other very well. You guys know that I have a bunch of AI agents that does a lot of this for me, that I hooked everything up through. For some people, you know, that might be the answer. But for a lot of people, they're not going to do the tech work to get these AI agents set up. This video today is brought to you by High Level. And here's the test. Can this one tool, can High Level do all these things on its own in one platform? So you don't have to piecemeal everything together, but you can handle your whole business in one place. So I'm going to rebuild how I get clients and how I keep clients inside High Level, the website, the form, the pipeline, the follow-ups, the booking, and an AI agent. We're going to do all of that in High Level today. So if you want to follow along, you can use my link in the description. Normally, you get a 14-day trial, but if you use this link, you get 30 days free. So that's a good opportunity to try it out before you pay anything. This is HighLevel when you first log in There's a lot here so it can kind of feel a little overwhelming at first and I'm not gonna click through every menu I'm just gonna touch what my business actually needs for this demonstration And I'm gonna go through it in an order that a customer runs into it first They find my site then they fill out a form then they get an email then they book a call That's the order that we go in so we're gonna go to sites and then we're gonna go to to opportunities, and then we're going to go to automation. Then we're going to go to calendars and conversations. That's what we're going to look at here in this video. If you're using several different tools for your business, chances are you could probably get everything you're doing in HighLevel, probably save you some money and make your life a lot less complicated. So let's start with the website for our business. We're going to go over here to sites. So you can build a website in HighLevel with their drag and drop builder, or they also have a template you start from or of course there's build with AI as well but we're going to go over to the websites tab we're going to do new website we're going to use a template actually one thing i like about templates is they've usually been like tested and optimized so you can search for whatever type of website you're doing i'm doing web design so let's just search for that so there's a whole bunch here that you could use but this one's probably the closest website creator that is what i am so i'm gonna go ahead and choose that template and start with that so then to make any changes you can just click into it so I went through and kind of changed the website to match what I do then I put just a few of the websites that I built in kind of a screenshot here I would put more time into this obviously if I was gonna actually launch this but you get the idea it's just click change what you want very easy very simple so now a very important part of your website is the contact us form again this is how you're gonna get leads people are gonna fill this out and that's how that you're gonna get your business so you can design your own form here you can drag in personal info the submit button if you want to do payments on this page I'm not doing payments on this particular one it's just to contact us but address text and you can design the form exactly how you want you can see how I do the form is how it shows up on the website because this form then becomes a block that you can just put onto your website and then they do have some recommendations so I like this AI kind of looks over what you have and it's like oh you need a terms and conditions field if you're going to be contacting people before you store their data and then the links go to example.com because this is not live but this is stuff that i normally would miss so this is one area where ai does really help is it looks over your form and it's like hey you forgot terms and conditions another one is bot protection i've set up a few websites for people where then immediately once we get the website launched they start getting bots submitting their form constantly. And so usually step two is I'm like, oh yeah, go ahead and add bot protection, but AI caught it and reminds us to put it here. So also in the website designer and the form designer, you can switch it to mobile because actually most people are probably going to look at this stuff on mobile. You want to make sure that it looks good there too. It's not just on desktop. You can also look on tablet. So next we're going to look at the pipeline. Once someone submits a form, what happens? So we go to this opportunities tab and my pipeline has four stages. A new lead comes in, they book a demo, I build their site and they become a paying customer. Okay. That's the pipeline that these people, when they come to my website are going to go through. Then every lead that fills out that contact us form, it shows up as a card here. And when something happens, this card moves to the next stage, or you can drag it yourself. You know, if I have the meeting with her and then she wants to move forward, I build her the site. Oh, and now she's a paying customer and I can move it as she as she moves along the pipeline. So then you can click into one of the opportunities. You get all the info where they come from. You know, I might just have a friend maybe that called me. And so I'd put them in a little bit different. But the info that they put on the contact form. So in just a quick glance, I can see who needs a call, who's waiting on me, who's already paying. don't remember who anyone is anymore no more spreadsheets this is all on here so now i want to do some automation so we're going to go to automation here so i want high level to follow up with people for me so we're going to look at this new lead follow-up automation that i put together then graphically you can see what this automation does so it starts with a trigger like what starts this automation and in my particular pipeline it's when the contact form is submitted that's what puts somebody into the system that's what gets this automation going so the first thing that it does is create an opportunity so we saw that those cards on the opportunities page this automation creates them someone fills out the contact form create an opportunity so when it puts them in the web design client pipeline it starts them in the new lead stage someone fills out contact form there we create an opportunity for them then we send them an email and we're sending them an email just says thanks for reaching out and it gives them a link to my calendar which we'll talk about here in a little bit we're going to probably change this we can use variables so like this will take their first name from their opportunity card what they put in the contact us form and it'll put it in here then we wait for one day so there's nothing we do for one day but this automation is still going in the background so then in the workflow you can add a condition So the condition we're building our own here is if the pipeline stage is still new lead. So if they haven't booked a demo yet is basically what that's saying. So they ignored my email about, hey, let's book a demo. So if they booked a demo, I'm going to do a demo with them. It'll be on my calendar and I don't have to worry about it. But if there's still a new lead, then we're going to send them a second email. Just wanted to make sure that you saw this. And again, a link to the calendar. Now we want to build the actual calendar link so that we can schedule our demos. so on the calendars tab here you can see I have this website demo call in this calendar you can set availability so I put weekdays eight to five that's when people are able to book with this link that is creating in booking rules it's a 30 minute duration so that's how long this meeting is gonna be you can connect this to your own calendar so you can connect it to Google Calendar or Apple Calendar so that it syncs with your actual calendar it won't let people book when you have other things at those times so really handy here so that gives the calendar link that I put in the emails so people can book a demo with me. And then that leads us to our next automation. So we'll go back to the automation page here. And then we're going to go to this demo booked automation. The trigger for this one is when a contact books a appointment. That's when this automation runs. So once someone books a demo with me, then it finds their opportunity. So it goes and looks in the pipeline for what their original, you know, contact us stuff said. And then when it finds the opportunity, it updates it and it moves it down the pipeline automatically. So I really love this. When someone books a call, it automatically will update the pipeline. So I don't have to go in manually and drag it. It'll do it automatically through this automation. Once this is all turned on, someone can go to my website, fill out the contact us form. They'll get an email saying, Hey, book a demo. Once they book a demo, it'll move them through the pipeline on the opportunities page. And this is all with me doing nothing. Okay. Once once this is turned on I am doing nothing and I have calls booked and a pipeline that is up to date well then I also wanted to try out this website assistant so the AI agent that lives on my website so in high level this is called conversation AI and you can teach this agent about your business so it knows what do you sell what's included you know how exactly does this work so it's basically the same answers to the questions that are most frequently asked when people book demos. And I can add to this. As I'm on demos with people and I find, oh, a lot of people are asking about this, then I can just put it here and teach the AI agent. Then this shows up on my website. People can ask questions there, and this agent will respond with the actual information for my offer. For now, until I put all the rules in, I just say, basically, if someone asks something you don't know, say that James will go over it in a quick call and then give them the link to schedule a demo. So you can do a lot of stuff with this. Leave a comment. If you want me to dive further in. I'm just brushing over what these features do. I would say maybe the best thing about high level is just how customizable it can be. So pretty much whatever your business is, you can set up high level to work for it and you can test it out over here. I'm just going to say I run a small painting company. I already have a Facebook page. Why would I need a website? This is the type of question that i get a lot and you can see ai answered it pretty well and it's very fast chat too which is important but this will save a lot of time because this is the type of question i might get as an email or someone might put this in the contact us form and then they have to wait for me to respond it's going to be a lot slower where you can just have the ai with your information in it that will answer on your behalf so now let's just run the whole thing from start to finish and just make sure it's all hooked up correctly this is the url for my site again if i'm gonna make this live i'm gonna get a real domain name to put on there high level can help you with that but let's go through here and let's say what's my name we'll just put james pelton this is my real email if you want to email me feel free and we'll say i'm a painter so the form worked so the website worked the form worked thanks for reaching out check your email for a link to book a time with me so on the opportunities page it created the opportunity with the info that i put in there so i got my email with the link to book my demo call so let's go ahead and i'll book this demo. James Pelton. Go ahead and schedule meeting. And that automation did run. So James Pelton, after he booked the demo, he is now in demo booked. So you can go to conversations and you can see for this particular opportunity for James Pelton, what all happened. He was a new lead. The email went out. I actually forced the next email to go out because I wanted to see it. Appointment was created and moved. So you can see everything that's happened with this particular person. So if you go to activity over here on the right, you can see everything that visited the page, submitted the form, booked the demo. You can just see everything that customer has ever done. Let me know in the comment, if you hack together at different tools, you duct tape them together and you're keeping track of something in a spreadsheet. That's how most people run their business. High level can clean that up for you. If you are interested in trying this out for your business. Again, I'll leave a link to my landing page on go high level, go high level.com slash James Dash Pelton, but you get a 30 day free trial. So you can try all this out. You can set up a pipeline for your business. And this just scratches the surface of what you can do with high level. Get it all in one place and make your life a lot easier. So next video, if you're interested, please like and subscribe, comment. But I'm going to set up the AI to answer my phone calls. Phone calls are the least favorite part of my day, pretty much. And so I'm going to get AI using high level to answer the phone for me. And I'll actually call my business live. We'll we'll see how it works um so if you're interested in that please comment and like but thank you guys so much for watching i really appreciate you guys god bless you all and have a great rest of your day