July 1, 2024

How to manage clients with GoHighLevel

GoHighLevel logo

Managing clients effectively is crucial for the success of any service-based business. GoHighLevel is a robust customer relationship management (CRM) and marketing automation platform designed to streamline and enhance the way you interact with your clients. Here are key steps on how to manage your clients using GoHighLevel.

Setup and Organization

Starting with a solid foundation in GoHighLevel includes setting up distinct accounts or "sub-accounts" for each client. This allows personalized configuration fitting each client's specific needs. Here’s how to do it:

  1. Create a New Account
  • Log in to your GoHighLevel dashboard.
  • Navigate to the Agency view and click on ‘Accounts’.
  • Select ‘Add Account’ and fill in the client's information.
  • Configure the account settings, such as timezone and branding.

Import and Segment Contacts

To communicate effectively, you need to have all your client's contacts neatly organized in the system.

  1. Import Contacts
  • Within the client's account, go to ‘Contacts’.
  • Click on ‘Add Contact’ or use the ‘Import Contacts’ feature to bulk upload a CSV file.
  1. Segment Contacts
  • Utilize tags and custom fields to segment contacts based on criteria (e.g., lead status, product interest).

Automate Communication

Leverage GoHighLevel's automation features to keep in touch with your client's leads and customers.

  1. Campaigns and Workflows
  • Go to the ‘Marketing’ tab and select ‘Campaigns’.
  • Set up email or SMS campaigns to nurture leads or onboard new clients.
  • Create drip campaigns for regular engagement.
  1. Trigger Links and Actions
  • Establish trigger actions that automatically follow-up based on a client's contact activities.

Monitor and Report Performance

Tracking progress and reporting to your client is a critical component of management.

  1. Dashboard Analytics
  • Regularly check the dashboard for an overview of campaign performance and client activity.
  1. Custom Reports
  • Go to the ‘Reports’ section and create custom reports to highlight the results your efforts are bringing to the client.

Collaborate Effectively

GoHighLevel offers collaboration tools to ensure both your team and your client stay informed.

  1. Internal Notes and Tasks
  • Use internal notes for individual contacts to keep all team members in the loop.
  • Set up tasks and reminders for follow-ups or important milestones.

Client Engagement and Support

Maintain an open channel with your clients using GoHighLevel's built-in communication tools.

  1. Two-Way Messaging
  • Engage in two-way messaging via SMS or email directly from the GoHighLevel platform.
  1. Support Tickets
  • Set up support tickets within GoHighLevel for any client requests or issues.

Managing clients with GoHighLevel becomes a seamlessly integrated process with practice. By taking advantage of its comprehensive tools, you can better serve your clients, prove your agency’s impact, and streamline your operations for continued growth and success.

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