SynkedUP

<br><b><a href="https://fathom.video/calls/149624854" target="_blank" rel="nofollow noopener noreferrer">VIEW RECORDING - 48 mins (No highlights)</a></b><br>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=11.0" target="_blank" rel="nofollow noopener noreferrer">To discuss and compare CRM tools used by landscape business owners, focusing on Go High Level software and its branded versions.</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1012.0" target="_blank" rel="nofollow noopener noreferrer">Elmer and Nick both use Go High Level CRM software, with Elmer using a branded version called Brand Builder</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=758.0" target="_blank" rel="nofollow noopener noreferrer">Go High Level offers comprehensive features including lead capture, automation, phone system, and marketing tools</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1005.0" target="_blank" rel="nofollow noopener noreferrer">The software can replace multiple other tools (e.g. Calendly, Nice Job) and streamline business operations</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=994.0" target="_blank" rel="nofollow noopener noreferrer">Users can choose between direct Go High Level subscription or branded versions with additional support</a>

- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1012.0" target="_blank" rel="nofollow noopener noreferrer">Elmer and Nick both use Go High Level CRM software, with Elmer using a branded version called Brand Builder</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=758.0" target="_blank" rel="nofollow noopener noreferrer">Go High Level offers comprehensive features including lead capture, automation, phone system, and marketing tools</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1005.0" target="_blank" rel="nofollow noopener noreferrer">The software can replace multiple other tools (e.g. Calendly, Nice Job) and streamline business operations</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=994.0" target="_blank" rel="nofollow noopener noreferrer">Users can choose between direct Go High Level subscription or branded versions with additional support</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=765.0" target="_blank" rel="nofollow noopener noreferrer">All-in-one tool replacing website, forms, scheduling, pipeline management, phone system, and marketing tools</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1033.0" target="_blank" rel="nofollow noopener noreferrer">Customizable for different business needs</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1016.0" target="_blank" rel="nofollow noopener noreferrer">Options to purchase directly from Go High Level or through branded resellers</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=994.0" target="_blank" rel="nofollow noopener noreferrer">Pricing varies: ~$150/month direct or ~$300/month for branded versions with support</a>

- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=765.0" target="_blank" rel="nofollow noopener noreferrer">All-in-one tool replacing website, forms, scheduling, pipeline management, phone system, and marketing tools</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1033.0" target="_blank" rel="nofollow noopener noreferrer">Customizable for different business needs</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1016.0" target="_blank" rel="nofollow noopener noreferrer">Options to purchase directly from Go High Level or through branded resellers</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=994.0" target="_blank" rel="nofollow noopener noreferrer">Pricing varies: ~$150/month direct or ~$300/month for branded versions with support</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1052.0" target="_blank" rel="nofollow noopener noreferrer">Pipeline management: Visual drag-and-drop interface for tracking leads through sales process</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1094.0" target="_blank" rel="nofollow noopener noreferrer">Automation workflows: Customizable triggers and actions for follow-ups, appointment scheduling, etc.</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1433.0" target="_blank" rel="nofollow noopener noreferrer">Unified communication hub: Centralizes phone calls, texts, emails, and social media messages</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1056.0" target="_blank" rel="nofollow noopener noreferrer">Form builder: Creates web forms that integrate directly with the CRM</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1186.0" target="_blank" rel="nofollow noopener noreferrer">Review management: Automated review requests with conditional routing based on rating</a>

- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1052.0" target="_blank" rel="nofollow noopener noreferrer">Pipeline management: Visual drag-and-drop interface for tracking leads through sales process</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1094.0" target="_blank" rel="nofollow noopener noreferrer">Automation workflows: Customizable triggers and actions for follow-ups, appointment scheduling, etc.</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1433.0" target="_blank" rel="nofollow noopener noreferrer">Unified communication hub: Centralizes phone calls, texts, emails, and social media messages</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1056.0" target="_blank" rel="nofollow noopener noreferrer">Form builder: Creates web forms that integrate directly with the CRM</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1186.0" target="_blank" rel="nofollow noopener noreferrer">Review management: Automated review requests with conditional routing based on rating</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2229.0" target="_blank" rel="nofollow noopener noreferrer">Both users transitioned from other CRMs (Monday, Element) and found Go High Level superior</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2370.0" target="_blank" rel="nofollow noopener noreferrer">Reported benefits:</a>

- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2370.0" target="_blank" rel="nofollow noopener noreferrer">Fewer missed opportunities</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2376.0" target="_blank" rel="nofollow noopener noreferrer">Clearer sales process</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2395.0" target="_blank" rel="nofollow noopener noreferrer">Increased customer touchpoints</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2431.0" target="_blank" rel="nofollow noopener noreferrer">Better visibility for owners into staff activities</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2460.0" target="_blank" rel="nofollow noopener noreferrer">Analytics dashboard provides actionable insights on sales funnel performance</a>

- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2229.0" target="_blank" rel="nofollow noopener noreferrer">Both users transitioned from other CRMs (Monday, Element) and found Go High Level superior</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2370.0" target="_blank" rel="nofollow noopener noreferrer">Reported benefits:</a>
  - <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2370.0" target="_blank" rel="nofollow noopener noreferrer">Fewer missed opportunities</a>
  - <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2376.0" target="_blank" rel="nofollow noopener noreferrer">Clearer sales process</a>
  - <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2395.0" target="_blank" rel="nofollow noopener noreferrer">Increased customer touchpoints</a>
  - <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2431.0" target="_blank" rel="nofollow noopener noreferrer">Better visibility for owners into staff activities</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2460.0" target="_blank" rel="nofollow noopener noreferrer">Analytics dashboard provides actionable insights on sales funnel performance</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1033.0" target="_blank" rel="nofollow noopener noreferrer">Setup options range from self-service to fully supported implementations</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2100.0" target="_blank" rel="nofollow noopener noreferrer">Phone number porting possible but may be unnecessary for most businesses</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1542.0" target="_blank" rel="nofollow noopener noreferrer">Mobile app available for on-the-go management</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2742.0" target="_blank" rel="nofollow noopener noreferrer">Various entry points available, including affiliate programs and free trials</a>

- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1033.0" target="_blank" rel="nofollow noopener noreferrer">Setup options range from self-service to fully supported implementations</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2100.0" target="_blank" rel="nofollow noopener noreferrer">Phone number porting possible but may be unnecessary for most businesses</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=1542.0" target="_blank" rel="nofollow noopener noreferrer">Mobile app available for on-the-go management</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2742.0" target="_blank" rel="nofollow noopener noreferrer">Various entry points available, including affiliate programs and free trials</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2782.0" target="_blank" rel="nofollow noopener noreferrer">Interested parties can reach out to Elmer or Nick for more information</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2723.0" target="_blank" rel="nofollow noopener noreferrer">Elmer shared an affiliate link for a 30-day free trial</a>

<a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2793.0" target="_blank" rel="nofollow noopener noreferrer">Those already working with Nick may have access to the software and should inquire about usage</a>

- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2782.0" target="_blank" rel="nofollow noopener noreferrer">Interested parties can reach out to Elmer or Nick for more information</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2723.0" target="_blank" rel="nofollow noopener noreferrer">Elmer shared an affiliate link for a 30-day free trial</a>
- <a href="https://fathom.video/share/iBJ_N9gBfxt6QM5e5P1hz588f7J6eNp-?tab=summary&amp;timestamp=2793.0" target="_blank" rel="nofollow noopener noreferrer">Those already working with Nick may have access to the software and should inquire about usage</a>

Weekly Webinar September 18th 2024 Leveraging CRM Tools for Retention Part 2 (Other CRMs) with Nick Conley & Elmer Fisher

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Weekly Webinar September 18th 2024 Leveraging CRM Tools for Retention Part 2 (Other CRMs) with Nick Conley & Elmer Fisher

Meeting Purpose

Key Takeaways

Topics

Go High Level Software Overview

Key Features Demonstrated

User Experiences

Implementation Considerations

Next Steps