The Common Onboarding Error That’s Costing You Clients with Jason Rule | Ep 82 скачать в хорошем качестве

The Common Onboarding Error That’s Costing You Clients with Jason Rule | Ep 82

Presented by HighLevel 📌 🔥 Get 30-day extended free trial of Highlevel, the software I use for my own SaaS Agency (plus $3,277 worth of bonuses that I normally only give my paying clients) https://www.gohighlevel.com/vit 📌 🔥 Special Offer: Try Pulse AI free for 7 days! Experience firsthand how it can streamline your operations and boost your client interactions. Vit sits down with entrepreneur and systems thinker Jason Rule, co-founder of GHL Plugins, to discuss how removing friction unlocks scale inside GoHighLevel. They explore hidden bottlenecks like custom values, the power of standardized snapshots, and tools built to streamline onboarding, deployment, and support. Jason also demos Pulse AI, an app that analyzes conversations, flags risks and opportunities, and surfaces daily action items for agencies. Key Topics Discussed: 👉 [00:02:00] Transition from Supplements to HighLevel Jason discusses his transition from owning GNC stores and running a supplement company to developing tools for HighLevel, emphasizing the importance of solving problems for agencies.   👉 [00:15:00] The Role of Custom Values in Scaling Jason and Vit dive into the significance of custom values in HighLevel, explaining how they can be a constraint at scale and the leverage they provide when standardized.   👉 [00:21:00] Tools for Efficient Custom Values Management Jason introduces tools like the Custom Values Form Editor and CV Initiator, which streamline the deployment of custom values and snapshots, making agency operations more efficient.   👉 [00:57:00] Guided Onboarding and Project Management Jason demonstrates the onboarding tool and project management system, explaining how they help agencies guide clients through setup and manage support tickets effectively.   👉 [01:28:00] Pulse AI: Insights from Conversations Jason showcases Pulse AI, a tool that analyzes conversations to provide actionable insights like sentiment and follow-up priorities, helping agencies manage client interactions better.   👉 [01:18:00] Overcoming Common Agency Friction Points Jason identifies common friction points in agencies, such as onboarding and support, and discusses strategies to address them for smoother operations and better client retention.   👉 [01:49:00] Closing Thoughts and Life Balance Jason shares personal insights on balancing business efficiency with family time, encouraging listeners to continuously improve their processes while prioritizing personal relationships. Read the full companion article: https://blog.highlevelexperience.com/... ______________________ 🔥 Check out the amazing sponsors who make this podcast possible! https://highlevelexperience.com/sponsors ______________________ 🎧 Listen on your favourite app https://www.highlevelexperience.com/l... For full show notes go to https://podcast.highlevelexperience.com Want to get notified about new episodes? Join our Newsletter https://highlevelexperience.com/newsl... ______________________ *I’m a HighLevel paid affiliate, and I make commissions when you purchase through my links . When you do I provide you with $3,277 worth of bonuses. For details on what these are, please go to my site https://vitmuller.com/highlevel Not Yet with HighLevel or Looking to upgrade? 🔥 Check out Vit's special affiliate offer with $3,277 worth of bonuses https://vitmuller.com/highlevel *Vit is a HighLevel paid affiliate, and makes a commissions when you purchase through the link. 🚨 IMPORTANT: Don't use an ad blocker or Chrome extension when clicking on the link, it will block affiliate tracking and you will NOT receive any of my bonuses. If you’ve already signed up and not received bonuses to your email, follow these steps: 1) Check your Spam Folder 2) If it isn’t there, follow these steps: https://vitmuller.com/ghltroubleshoot ______________________ 🛠 Recommended Tools & Resources https://vitmuller.com/recommended-pro... ______________________ 🔥 Join our Legends community   / highlevelexperiencepodcast   Get involved! ✅ Share Your Story https://highlevelexperience.com/yours... ✅ Be our next guest! https://highlevelexperience.com/inter... ✅ Share your Beef! https://highlevelexperience.com/thebeef ______________________ 📣 Promote Your Product / Service on our podcast! https://highlevelexperience.com/adver... ______________________ 💰Scale your SaaS Agency with the Profit Roadmap™ https://vitmuller.com/profitroadmap Disclaimer: I am an independent entity from HighLevel. I am not an agent or employee of HighLevel and have no authority to make binding contract or represent HighLevel. I receive referral payments from HighLevel. The opinions expressed here are my own and are shall NOT be interpreted or considered as representations, guarantees, or statement by HighLevel LLC.