Transcription
What's going on, James Bondies? Here in this video, I'm going to talk to you about how to automate the contract process, which also includes onboarding. What does that mean? That means for your business, if you need to have contracts signed, you can now do it even in Go HighLevel. In Go HighLevel, and you can go and search all in the group. This is one of the biggest problems that is now, at least for me, solved.
And the reason why is because prior to this, we were using Go HighLevel to sign contracts, but you can't have a copy of it; you can't have a PDF of it; you don't have a copy sent to an email; you didn't really have anything. Okay. And so you will find that most Go HighLevel users, if they have contracts for clients to sign, they're using an outside company like Adobe Sign or HelloSign, things like that. We've used HelloSign before, and it's like a thousand dollars plus a year, if not more. However, now with Go HighLevel in this process, you can finally get rid of that last software you've been hanging on to. You no longer need it if you do this process correctly.
I'm going to go a little slow. I'm going to go a little slow because it's a little confusing, okay? But it can be done, and you can do it. I've been trying to solve this problem for a long time, and somebody who I, who helps me with a lot of Go HighLevel stuff, asked me if I needed a snapshot for contracts, and I said, "Heck yeah!" I had to pay for it, and it was a very big snapshot. And so I've dumbed it down to only what I need. What you see here, I'm going to give away in my free resources because it is like massively dumbed down, except for one process that I took from him, the whole you. So I'll give you a snapshot to this. However, if you do want the full-blown snapshot, which I believe I showed in this video up here—could be wrong—but I'll post it up there anyway. Wait to the end to watch it. But in any event, I will give the link to purchase it if that's what you want, if you want the whole thing. And where can you get that? Let me jump on my computer. It's going to be in my community, so in the description, in the link, there'll be a link that says "James's Free Resources." It'll give you access to the school community, and in the classroom, I'll have another module down here. It'll say, or it'll probably be in the snapshots, snapshots here, and then purchases something here, uh, and so you can, you can have it. Okay. Again, and this is—I'm just going to plug myself—if you use our affiliate link for Go HighLevel, you'll also have access to my agency toolbox training, which is just my white-labeled version of Go HighLevel. Let's Go HighLevel, right? We just call it Agency Toolbox. And then you, as you can see, I have tons and tons of training here. Matter of fact, one of the big pushes in the next 90 days will be to create a full-blown Go HighLevel training specifically for people who are not in our coaching program.
Okay. Now, before I jump into the actual training, I do want to point out that even if you're a business owner, you can utilize this. And for those agencies out there, if you utilize this in your business, you can sell it to your clients. If you have clients that need contracts signed, I can promise you they're going to want this process. It's an easy upsell; it's an easy package. You can put it in a package, or you could just give it to them so they love you even more, right? We are in a business of relationships. Just because you find a business who wants to work with you and they're willing to pay you doesn't mean they're going to pay you forever. But if you build the relationship with them, they potentially will want to only work with you and work with you for the remainder of their business career. Everything in life is relationships. I don't remember who said it; somebody said, "It's not who you know; it's whom you know," meaning relationships is what decreases churn. Yeah, there's a lot of leverage you could pull to stop people from churning out of your business, but the bottom line is, is relationships; it's all about relationships. And if you could find a core group of five to ten businesses, mid-tier ticket, meaning you're running various services for them—you know, it's a two-hundred-thousand-dollar-a-year side-hustle business—right, you build relationships with them; you meet with them once a week, once every two weeks, maybe go out to dinner with them, like literally, that's what I'm like; it's relationship-based. Now, it doesn't mean to say that you can't build a huge business from people all around the world, because you could build relationships over a Zoom; you can get on a flight. I'm talking down the road; if you're in the beginning of this, then at least hear my words: land clients, build relationships with them; it'll make your life a lot easier. All right, so let me show you how this works in the first place. Okay, so, uh, the example I'm going to give you is a, uh, coaching program; my coaching program's onboarding process, and I'm showing this because that's what I built it for, uh, and then you can literally—which I'll be doing—you could literally edit this process for your agency.
Okay. And so this is the form; this is what creates the onboarding process. Okay. And this is just a form. Now, you could also create the onboarding process in the paid version snapshot of this by using Go HighLevel's internal invoicing, right? So they pay from a, from a form here, and it goes right into, "Here's your contracts on your contract; here's some of the questions that I need answered; fill this out," things like that. Okay, so it could be triggered by a purchase; this is triggered by a form; this form right here. When they fill this form out, everything is populated to the contract page. Okay, everything you filled out for them gets populated to the contract page. So because we have other people, right, we have coaches in our business that are the ones filling this out, they will come to a, basically a, a separate page, and the client will get a trigger link. Okay, the trigger link will have this information in it. So as you can see here, there's no member name, phone number, and so on and so forth. But if you take a look at this one, this is where the contact name, contact phone number, all populated from. Now you can thank me later, but I'm going to teach you guys or explain to you a very confusing factor in Go HighLevel, and that is internal custom fields and values. What does that mean? Internal custom fields and values are basically things you don't change. Okay. For example, if I go into my forms, all right, so I'm in, in this form now, so you see these here: full name, first name; these are internal custom fields, meaning these are already there; all of these are internal. Okay. Oh, well, how are you supposed to know what that actual custom field is? Well, I have a list of them right here. Okay. So if you take a look: full name, right, full name, so it would be contact.name; first name, first name; organization, right, they call it organization here, but the custom field actually is company name. Okay, I don't know why they have it different, but it is what it is. Contact, right; all contact means is it's the contact that came into Go HighLevel; it's the contact that came into Go HighLevel. Okay. And so these, all these here are internal custom fields; you don't change them; they are what they are. Okay. Now, if you go into the custom fields, right, and we, let's say, add a custom field in a single nut line, and then we, or let's call it, um, I don't know, multi-line, and hit next, okay, and we name the field X Y Z, right, that would be a custom field. And by, by the way, the object, let's say it was contact, that would be a custom field that you then would see in settings, custom fields. Okay, this will all make sense in a second. Internal, uh, custom values and fields are right here. All right, this is basically the form, and then anything you create is a custom field will then be in your settings, custom fields. All right, so I hope you got that. Now, even if you don't get it, don't worry about it because you don't have to understand all of the nuances; you just have to understand enough to make it work. Okay. And so they, when this form is filled out through automations, we have this in our workflows. Okay, agreement forms submitted, in the contract sent; this is one of the automations. So what does this mean? That means that this form, this entire form was submitted; that's my trigger. Problem: no internal sales team. Okay, create an opportunity; again, you don't have to, you don't have to ever use pipelines, but this creates an opportunity, and then an email goes out that says, "Hey, contact first name," right, custom fields, contact first name, "Thank you so much," blah, blah, but here's the magic: the trigger link. See this link right here? If I clicked trigger links, right, I have calendars, emails, and then a member agreement link; that is my trigger link. Now, what populates that trigger link? And then, by the way, we also send them a text with that trigger link. They wait, and then the rest you don't need. Okay. So if I go over to marketing and I go to trigger links, you're gonna see here: member agreement link; this is the link URL. Remember what a trigger link is? All it is—think of trigger links as like a Bitly link, except the bigger Bitly link; trigger link is used in Go HighLevel to, to allow automations to take place, okay, meaning, or not only automations, uh, data and tracking and stuff like that. Basically, it's saying like, if I send this person a text and I want to know if they clicked the link in my text, well, if I use Bitly, right, all I'm going to see is one click; I'm not going to know who clicked it. But if I use a trigger link, I'm going to know exactly who clicked it and then create an automation around that if I choose to, but at least I'll know who clicked that link. That's what a trigger link is; it's a tracking link. Essentially, the cool thing is is that within this trigger link, right, if I hit add link, I can put a name and put the link URL, and it could be www.anything. This one currently has lmbcontract.com/contract-step-one?name=Oh, what is all this? All right. So what this is—they call them merge fields, okay, custom fields—but this is creating a merged field, and what this is is saying that name equals contact.name; contact.name and phone number equals contact.phone; contact.phone. I'm not gonna go through all these; number payments equals contact.number of membership payments. Now watch; I'm not going to find that anywhere in here, why? Because that is actually a custom field that I created. So if I go over to settings, I go over to custom fields, and I type in, I don't know, number, I don't know what I called it; you see right here: number of membership payments; contact.number_ you can see it right here, which equates to what is in my trigger link right here: contact.number_of membership payments. Right, so on and so forth. This, this basically, this trigger link in the merge URL with all the merged custom values or fields—not custom values—custom fields; these are all merge fields and custom fields. Okay. So we're just, all we're doing is we're saying, "Hey, Go HighLevel, when somebody clicks that link, can you please take these fields and match them to my contract?" Right? So take the customer's name and put it there; take the customer's phone number and put it there; take the contract price and put it there; the number of payments and put their yada yada, right? Whatever I put on this form will now be merged into the contract; it will be merged into this contract. Okay. It's, by the way, it could be lmv contract; it could be xyz.com thing. So this URL, all it's doing is the trigger; when somebody clicks it, it's going to send them to the contract with all their information on it; that's all you really need to know. And if I go into sites and I go into my onboarding funnel, because that's really all it is, okay, my CL, my client contract is lmecontract.com/contract-step-one; you see this URL right here. And in my trigger link, I want them to send them to my contract page, right? So naturally, remember trigger links; you have to put an actual link in there, right, wherever you want to send them; all it's doing is tracking the click, but it's not only now tracking the click; it's now merging the fields. Okay. However, that's done in the back end; I don't know, but I can tell you it works, and that's all you need to know. So if I come back to sites in my onboarding, right, I have my client contract. Now check this out: once, so you could scroll down; I'm going to put the date, and then I'm going to do online signature, right, and then I'm going to hit submit; the client is going to hit submit to confirm membership enrollment. Once I submit that, and by the way, there's another automation that happens, but it has nothing to do with, with where they're going down the funnel, and I'll touch on that in a second. Once I hit submit and confirm, this will populate a real person. Okay. And then once I hit submit, we're going to step two, and all that is is in the funnel on that page; it says page submission, go to the next step. I'll show it. So I come down here, right, and by the way, all this is is a form, okay, it's just a form. And so if I click the form, it's saying prompt; this is my form prompt: note membership full signature, and then I redirect action: go to the next step; that's it. I'm telling the system to just bring them to step two of my funnel, which is right here; they're going to watch the video; they're going to click to open and do this; they're going to click to open and do this; they're going to click to open and do this; and then they're going to click and open, and then it tells them click the red button down below; they click the red button down below, and voila, they come and they schedule their Zoom onboarding call with one of our team members. Very, very simple, right? Once they do that, go to the next step: initial onboarding is complete.
Okay. What I'm teaching here is sophisticated; I understand, but this is going to make you stand out above the rest. Anybody can teach Go HighLevel the, the ins and outs; beginner courses; I've done 20 beginner courses for my students. But the bottom line is that when you get past the beginning stages and you could do something like this or you even have something like this, you are no longer the everyday marketer; you are now digging into people's businesses, creating a systemized, automatic way to make people happy. Remember I said building relationships; it's all about building relationships, but making them happy; it had like, if somebody's not happy, you're not gonna build a relationship with them; they must start after payment to feel good about your business. In addition, everybody here probably knows who Alex from Ozzy is, right? I've not personally known him, but I've known of him, and I've shared the same room with him many of times at ClickFunnel events when we were in the back waiting to receive awards, and I've overheard him speaking; I, I mean, I've had conversations with him, not directly, but in a group of people. And one of the things that always stood out for me, and this is going back 2000, and when was my first award? 2019 when we got our agency award for doing over a million dollars; he basically was talking to a group of people; I think Anthony Morrison was one of them, who was a big affiliate marketer, and he said, "You know, one of the, one of the things that you could do like right now to just literally change the course of your business is after a sale is made, no matter what industry you're in, okay, you must always reassure they have made the right decision." How do you reassure it? You get them properly onboarded with a system; it could be automated; it could be personal; whatever it might be, but either way, they must feel reassurance after purchasing. If they don't feel that, they will immediately get into buyer's remorse. Matter of fact, a lot of people will go into buyer's remorse anyway, and then that includes businesses included. And so we just want to make sure that we are reassuring our buyers or our customers or our clients; I feel like clients is a much more professional name. And so if we reassure them, we will build the relationships that we need for long-term growth, long-term money, and just long-term, just longevity in general.
Okay, so let's jump back into this, and let's take a look at what we have going on that actually makes this work. Okay, there's still some things that, that need to be done or that worse that are set up that I need to show you. Okay, so we're gonna go over to forms, okay, and we're gonna go into the signature page. I have here: initials; I don't need that anymore. Okay, so just a signature; both of these are custom fields. Okay, you may say, "Well, James, where did you get the membership signature?" It's very simple; if you just type in signature, you'll see, right, and you could, you can add custom field; they have a signature thing down here. Okay, so that's why that's there, and that's why you could like write on it. Okay, so it's, it's internal, but it's still a custom field. And so all we need to do is hit add custom field and choose the signature one. All right, for the date, right, all I used was today's date as a custom field, and then I just changed it, like if you take a look here, I just changed the name of it to the placeholder name and the field title, and then the query I kept the same, which was, which was today's_date. Okay, this is still a custom field; so custom field, custom field, and now we have automations that are happening. Okay, now somebody could sign this, and they could still get to the next step, so on and so forth, because they're submitting the page, right, they're submitting it. However, come into the funnels, okay, and we look at this page here, the contract page; what is going on that's allowing the population to happen? All right, and so and so, then if we come into automations and we go back into my automation here, you can see here I, I had three automations that happened in my process; one of them was form submitted, right, right here; that stayed the same; we looked at that one already; initials; I no longer need initials; membership agreement signed and login sent; I need that, right? So let's take a look at that; my trigger is the member of full signature, right? Remember that's just the form; it's the form that they're signing; it's that little form that said today's date, signature; that's my trigger; when that gets submitted, right, we're going to tag them agreement signed; this is all stuff we've already had; we're going to welcome them with an email; even though they're going through the onboarding process via email, we're doing these things; we're going to take the opportunity, mark it as a win; and then down here, you don't need to worry about that. Okay. Now we jump back here, and we go into here; this also has a trigger for the full signature membership trigger, because now I'm going to internally notify me with a copy of the contract and that they signed, and then I'm going to send an email to the client and give them a copy of the contract. All right. And if you take a look here, and I'm going to show you the templates in a second, this, there's a new student prom note template, email template, and an internal notification of new student promote copy to us, right? That's the internal, and then here's where I actually ran into a problem; I made a mistake, and that now I'm adding them to the previous workflow after they signed, and that's fine, and I'm going to continue to do that, but that means that my, my signed, uh, and login sent trigger has to be not the same trigger; you can't have two triggers and send somebody that town down two workflows; at least I don't think you can. And so I'm going to change that; what I'm going to do is I'm going to change this to having just a trigger that doesn't exist, so it'll be like, I'll create like a, just like a form that nobody uses and make that form this trigger, and then what adds people to this workflow is the membership down here workflow, as you can see; I'll add it main; I'll add it through automation. Okay. And so that's how the whole processes work. All right. So now that we understand kind of the funnel, we understand the form that creates the problem, the, the contract; we understand the form that submits the contract and internally notifies with a copy, and then with a copy, and then their onboarding process; you kind of are almost 80 there. So if we go to marketing, let's take a look at email templates; this is prom note, and this is the copy. So this one comes to us, and this one comes goes to the client. Okay. And so if I click this, just pay attention very close; all we're doing is I just copy the contract information; I uploaded my signature, and I have basically this contract with all of the same contact.; these are my fields, right, my internal field and my custom fields. Okay. And that's where this stuff is coming from. And if I scroll down and I come in here, take a look at this; my image URL is going to be the contact is going to be the custom field from the form. Okay. And that is where I'm putting payer signature right here: contact.member signature; remember the custom field that I created in the membership signature form; all it's doing is adding it here; this is just an image URL that I, that I uploaded online; this is just a copy of the agreement; and these are all the same custom fields that I already have in my signature. And now I'll show you live, like these are some of the people who came in; I'm gonna have to blur out some of the information, but for example, yesterday this one came in, and here's the information, and it all got populated and brought in to my thing, to my email with our signatures, and everybody is happy go lucky.
Okay. Now let me kind of go through a quick backtrack here, right? We have an onboarding funnel with a form that starts and triggers everything; the form is filled out; it could be by you; it could be by a salesperson; it could be by anything, right? That's what starts it; the information from the form are our, uh, fields and custom fields; internal custom fields and external and ones that we create; it is true; the information is pulled from the system via a trigger link that we set over here that looks like this with merge fields. Okay, these are merge fields with custom fields; I know it gets a little confusing here, but if you just set it up this way, it'll be fine, right? You can just replace these with whatever you want to call it. All right, if I click that, it's going to bring up basically nothing, right? And it's going to bring up nothing is because I didn't fill a form out, right? If I would have filled a form out, it would look like this, and let me do it; I'm just gonna really quick go through this. Okay, so I just filled out some, some all fake information, okay, and I hit submit. Okay, this is my, this is for my coaches; see what happens is is that now my coach says, "Okay, cool, Coach, salesperson, this form has been submitted; the student or client now will follow the initial onboarding process." So what's going to happen is, well, I can do it right now. Okay. Now, as a client, I'm getting: signature needed, last step; I click this; here's my trigger link, right? That was all done in the automations; I click the trigger link, and here's my information that got populated. Now take a look.
At the URL right here's the the funnel URL? name=merge field&phone=that or name=this&phone=that. These are all fake numbers and address=this fake address blah blah right email=this payment blah blah blah. And that gets all populated here. Now me, I click the trigger link right, so now I'm going to date it, I'm going to sign, I'm going to hit submit. Now it's submitting the signature form; it brings me to my onboarding. I click this, I look at what to do, boom, I'm a client, I'm so happy I made this decision blah blah blah. And now it says, oh, last step, red button below. I click the red button below and I pick my onboarding blah blah, and then I come to the last step, me.
Right, if I go to my actual email where I have the automation to send copies, I scroll up: James Bondy signed the prom note, looks safe. You're gonna get that yellow message with internal notifications; that's just what it is. The client doesn't get that message. Here's a copy of contract, awesome, and here's our signatures, voila. And that's it, and there's nothing better than that, and I finally, I finally feel like like I don't have anything to worry about anymore in life.
If you liked this video, smash that like button. The more like buttons I get, okay, the more YouTube pushes this video out. Subscribe and turn the notifications on because I release videos, and I'm working very very very very very very very very very hard. My family is paying the price anyway to get more videos out. I think I've gotten a lot of great feedback, so I appreciate all of you in the community. I've hit my 4,000 subscribers like literally in the last two months; it's grown from fifteen hundred to four thousand, so I appreciate all of you for subscribing and share this video; maybe others would find it useful. In addition, comment down below if you like this. You're gonna have questions, I know.
But the last thing I'd like you to do is go down in the description and come into my free resources. The process that you saw, that snapshot, will be in the classroom. I need seven days, okay. I'm not gonna, I'm gonna start over—under promising and over delivering. I need seven days to get that snapshot in here because I need to pull it all out, put in another sub account, clean it up so it makes sense, and then create a snapshot. I can't create it from here, from my main account; it's impossible because I have a million things in that main account. And then, uh, if you do join under my affiliate link, you get access to the next training, which is all Go HighLevel training. And it's broken out into: setting up Go HighLevel for running your agency; setting up Go HighLevel for lead generation campaigns, paid traffic; setting up Go HighLevel for message marketing campaigns, right; it's just another another Camp—uh, service you provide; setting up Auto—setting up Go HighLevel for rep management, right, again another service. Then I have some core trainings, higher-end trainings, uh, an overview of Go HighLevel, all the prerequisite training that you need, and I'm always adding more trainings to this as need be. However, I like to keep it compacted and only teach what agencies need. Anyway, you get what I'm saying.
Uh, so again, join under me, get that, and then, uh, the first really real step would be getting to my free resources because there's still some other little goodies that you can get by joining up uh under us. I have the 14 free startup plan, the Pro SaaS plan—I think that's the upgrade version—uh, annual plan, and the starter plan. And I think if you, you get some free—you get LinkedIn Mastery, cold email Mastery, Upwork Mastery if you join us with the Pro Plan annual. Okay, uh, we're just giving those away free, and I haven't really thought about this. I mean, this is something new to me. YouTube was always something I wanted to do; I just never had time, and now that I'm focused, really focused on on YouTube, it's uh it's actually quite exciting. So appreciate you guys, guys, notifications, comment, like, all that good stuff. And also, I'll give you a little hint: in my community you're also going to see upcoming videos like, for example, uh, that referral automation onboarding which I'm doing now, cold email marketing—I think I did that before that one—leads in advance, which is a great way for landing clients; interviewing—I did the interview with the restaurant guy—how to offer and actually produce results for ranking Google Business profiles, the biggest hurdle you need to get over to succeed, right? I have more lists down here, so you'll also see upcoming videos. I also send an email uh out to everybody in here when I do post a new video, and so you'll just kind of be the first one to know. And I appreciate your time. Now it's time to go and edit this. Bye-bye.