📘 Help Guide: HighLevel Platform Overview Support Doc for Internal AI Database Linked Training Video: “HighLevel Overview for Lead Nurture”
🎯 Purpose of This Guide This help doc supports the HighLevel training section and outlines: - What HighLevel is -Why it matters in your lead nurture strategy -What features you’ll be using -How to set it up quickly with our pre-built systems
🚀 What Is HighLevel?
HighLevel is a powerful, all-in-one marketing platform that helps you:
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Capture leads
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Nurture them through automation
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Convert them into clients
This platform powers the Lead Nurture system described in earlier training modules.
✅ It’s been pre-built using GeneLaunch’s proven best practices—tested and ready to go with minimal setup required.
🛠️ Key Features You'll Be Using
Here’s what comes included in your pre-configured HighLevel system:
| Feature | Purpose |
|---|---|
| 📇 CRM (Customer Relationship Manager) | Track every lead, conversation, and conversion in one place |
| 🧲 Funnels & Websites | Built-in pages to collect lead information |
| 📩 Email & SMS Builders | Create and automate branded communications |
| 🔁 Automations (Workflows) | Preloaded sequences to follow up with leads automatically |
| 💬 Consolidated Messaging | One inbox for SMS, email, Facebook Messenger, Instagram, WhatsApp, and more |
| ⭐ Reputation Management | Tools to request and manage Google Reviews |
| 📅 Appointment Booking System | Integrated calendar for easy scheduling and confirmation |
| 📢 Social Media Scheduling | Post to your platforms directly from HighLevel |
✅ What’s Already Done for You
You do not have to build this from scratch. The system includes:
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Plug-and-play lead nurture automations
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Pre-written email and SMS scripts
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Calendar booking setup
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Pipeline stages to track leads from "Opted In" to "Showed"
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Pre-built funnels and forms for lead capture
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Follow-up workflows designed to boost schedule rate and show rate
🧠 Designed with the GeneLaunch Lead Nurture System in mind, so it aligns perfectly with your sales process.
🔧 Setup Steps (Quick Start)
In the next set of training videos, you’ll be guided through:
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Logging into HighLevel via your unique account link
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Connecting your calendar, email, and phone number
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Turning on pre-built workflows and automations
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Customizing key fields like gym name, offer details, and contact info
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Testing your funnel to ensure everything works as expected
⚠️ Setup is fast—but not zero-effort. You’ll need to follow the instructions carefully to activate your system.
🏁 Your Next Steps
You’re now ready to move forward to the HighLevel implementation training.
Here's what's coming next:
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📹 Detailed walkthrough of each section of the HighLevel dashboard
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🛠️ Step-by-step setup tutorials
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🎛️ Launch checklist to ensure full system functionality
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🏎️ Advanced accelerators for faster lead conversion
💡 Quick Tips for Success
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Log in daily to check activity and respond manually where needed
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Follow the lead nurture daily habits from previous training
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Use the CRM pipeline to manage your leads efficiently
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Let automation do the heavy lifting—but stay engaged with personal touchpoints
🧩 Related Docs & Resources
💬 “This platform does most of the heavy lifting—but your consistent effort is what brings it to life.”
Ready to dive into setup? Continue to the next training video.