Free Guide
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Free Guide ✦
The Small Business Owner’s HL Automation Blueprint
Best practices to automate, organise & scale your business - no matter which CRM or platform you use.
✓ Set up your CRM & tech stack the right way, from day one.
✓ The automations that save you 15-25 hours every week.
✓ The pipelines, workflows, emails & CRM tips that actually convert.
✓ The most common High Level mistakes (and how to avoid them).
✓ A ready-to-use checklist for each step.
❤ Trusted by coaches, creatives & consultants
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🛠 Works with any CRM or platform
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✓ 100% free - no catch
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❤ Trusted by coaches, creatives & consultants ✦ 🛠 Works with any CRM or platform ✦ ✓ 100% free - no catch ✦
WHAT’S INSIDE
7 Best Practices That Will Transform How You Use High Level
Simply the exact strategies I use with my clients to get their High Level accounts working like a dream.
However, you can use these for any platform - the principles inside work the same way.
01
Nail Your Account Setup
The non-negotiable foundations that prevent the most common High Level mistakes — from email deliverability to time zone settings.
02
Build a CRM That Works for You
Tags, custom fields and smart lists that organise your contacts and make every automation smarter.
03
Master Your Pipelines
See exactly where every lead sits in your sales journey and what to do next — with a complete stage-by-stage template.
04
Workflows That Save Hours
The six workflows you should be setting up if you’re a Coach or Consultant, including some golden rules to follow.
05
Email Marketing That Converts
Email setup essentials, golden rules & key practices that get your emails read.
06
Funnels & Landing Pages
Conversion-optimised pages for every stage — opt-in, thank you, booking and sales pages that actually work.
07
Analytics & Reporting
The 10-minute Monday numbers review that keeps your pipeline healthy and your revenue predictable.
✓
Bonus: Setup Checklist!
A complete tick box checklist covering account foundation, CRM, pipelines, workflows, email and funnels — print it out & work through it step by step.
WORKS HOWEVER YOU WORK
This Guide Is Written For You
Whether you’re just getting started with High Level or you’ve had it for months and still feel overwhelmed… this is for you. ❤
The Coach
Selling programmes & 1:1 services and ready to automate your lead nurture, booking system and client onboarding.
The Consultant
Experts & service providers ready to stop juggling five different tools and finally run everything from one place.
The Creative
Designers, photographers & brand strategists who want a slick back-end that handles enquiries while they do their best work.