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Attendees:

• William Welch (GoHighLevel expert and onboarding guide)
• Corey Kober (New GoHighLevel user)

Main Themes:

• Onboarding to GoHighLevel and its features
• Understanding the pricing and subscription options
• Connecting existing services like Google My Business and Facebook
• Exploring potential use cases for GoHighLevel in Corey's business

Most Important Ideas/Facts:

• GoHighLevel Offers a Wide Range of Features: The platform includes features for CRM, automation, appointment scheduling, payments, email marketing, and more. William highlights specific features relevant to Corey, like the web chat widget, contact management, and automation.
• Pricing and Subscription Explained: William clarifies the pricing structure, including the one-time Chaos Buster Challenge fee of $497 and the monthly subscription of $99. He explains that usage charges for features like texting and calling are generally less than a penny per usage.
• Integration with Existing Services: The importance of connecting existing services like Google My Business and Facebook is emphasized. They successfully connect Corey's Google My Business account but encounter difficulties with the web chat widget integration, requiring further discussion with Corey's website provider.
• Potential Use Cases for Corey's Business: William suggests using GoHighLevel for:
• Sending updates and Facebook posts
• Managing Google My Business
• Potentially streamlining storage unit management in the future
• Automating delinquent customer communications
• Managing sub-two contracts
• Focus on Simplicity and Gradual Implementation: Both William and Corey agree on starting with simple implementations and gradually exploring more complex features as Corey's familiarity with the platform grows.

Key Quotes:

• William: "So, this is what you'll be signing up for today. You can see the one-time payment of 497 bucks. And it also has a high-level monthly subscription, which is $100 a month."
• William: "Lead connector is exactly what it is. It's a software that connects Google to platforms. It connects Facebook to platforms."
• William: "So you'll be able to see on a timeline how you've interacted with this customer, and you'll never lose an email or a text message again."
• Corey: "So, I could actually use this also for sub two contracts, send them the sub two contracts for them to sign and then save it in here. Awesome."
• William: "You should write all those complaints down in a notebook, and we can look at them sometime... because it'll help us too. So we can see if we can actually use this for that. That could be huge."
• William: "I like to really keep things simple at first with GoHighLevel... because it's very difficult to build those big things in the beginning."

Next Steps:

• Corey will explore the CRM training resources within GoHighLevel.
• William and Corey will schedule a follow-up call on Tuesday, January 3rd at 9 AM Corey's time to continue the onboarding process.
• They will address the web chat widget integration issue with Corey's website provider.
• They will discuss and prioritize initial use cases for GoHighLevel in Corey's business.

This briefing doc provides a summary of the key points discussed during Corey's onboarding to GoHighLevel. It highlights the platform's features, pricing, and potential benefits for Corey's business. The document also emphasizes the importance of a gradual implementation approach, starting with simple use cases and progressively exploring more complex features as Corey's understanding of the platform grows.