GoHighLevel Beginner's Guide

1

Understand the Core

GHL is a unified platform for marketing, sales, and operations. It's an all-in-one tool.

2

Explore the Dashboard

Familiarize yourself with the main dashboard and navigation menus to feel at home.

3

Know the Hierarchy

Learn the difference between an agency, account, and sub-account setup.

4

Master Contacts

Learn to import, manage, and segment leads in the 'Contacts' tab.

5

Use the CRM

Explore the CRM pipelines to visualize and manage your sales process.

6

Understand Workflows

Workflows are the central automation engine. Master them early on.

7

Use Custom Fields

Learn to create and use custom fields to capture specific, relevant data.

8

Study Templates

Review the built-in email and SMS templates to see what's possible.

9

Build Forms & Surveys

Get comfortable with the drag-and-drop form and survey builders.

10

Explore the Funnel Builder

Learn the funnel and website builders to create compelling landing pages.

11

Create a Sandbox

Set up a 'sandbox' sub-account for safe testing and experimentation.

12

Build a Simple Form

Create an opt-in form and connect it to a workflow to get a feel for automation.

13

Design a Funnel

Practice designing a simple two-step sales funnel to understand the process.

14

Automate a Sequence

Set up a basic email and SMS sequence for new leads to see it in action.

15

Create a Calendar

Integrate a simple appointment booking calendar into one of your funnels.

16

Practice Workflows

Build a complex workflow from scratch to master the logic and conditions.

17

Set Up Payments

Add a payment form to a funnel and connect it to a Stripe account.

18

Connect a Domain

Practice connecting a custom domain to a GHL funnel to go live.

19

Use A/B Testing

Learn to optimize your landing pages using the A/B testing feature.

20

Manage Reputation

Test the "Reputation Management" features for collecting and managing reviews.

21

Use the Agency Dashboard

Learn about permissions and reporting for all sub-accounts.

22

Create Custom Values

Use 'Custom Values' to save time and ensure consistency across your account.

23

Explore the GHL API

Dive into the GHL API for external integrations and custom applications.

24

Connect to Facebook

Integrate your Facebook and Instagram accounts for seamless lead ads.

25

Understand SaaS

Familiarize yourself with the 'SaaS Configurator' for agencies looking to resell GHL.

26

Implement Webhooks

Use webhooks to send data from GHL to other applications and services.

27

Utilize AI Features

Explore the latest AI features for content generation and chatbots.

28

Master Calendars

Understand the 'Universal' calendar for booking appointments for multiple team members.

29

Build Internal Workflows

Create workflows to notify your team members when specific events happen.

30

Set Up Memberships

Explore the 'Memberships' feature to create and sell online courses and content.

31

Focus on a Niche

Don't try to be an expert in everything. Choose one industry and master it.

32

Solve Problems

Think in terms of business problems you can solve, not just features you can use.

33

Create Templates

Build a reusable template for new clients to save time and streamline your process.

34

Stay Up-to-Date

Follow GHL's monthly updates to always be ahead of the curve.

35

Join the Community

Engage in official GHL community forums and groups to learn from others.

36

Learn Sales

Your technical skills are only half the battle. Learn how to sell your services.

37

Develop a Pricing Strategy

Price your services based on the value you provide, not just the features you offer.

38

Document Your Process

Document your GHL processes for easy handoff and future efficiency.

39

Master Lead Gen

Use GHL's tools to automate and optimize your own lead generation efforts.

40

Network with Pros

Connect with other GHL professionals to learn, share, and find collaboration opportunities.

Foundational Knowledge