Resources
8 posts · Downloadable files and templates.
Resources
5 Day AI Challenge
A step-by-step setup path for a new HighLevel sub-account: creating the sub-account, activating the phone system, setting up a white label domain and a working domain, adding a phone number, and configuring custom values so templates pull in the right business details automatically.
Resources
AI Local Hero Playbook: Web Chat Widget
Covers setting up an AI-powered chat widget end to end: why AI chat widgets matter for client acquisition, turning on the AI Employee, configuring and embedding the widget on a website, building a Conversation AI bot, training it on a knowledge base, and using it for appointment setting.
Resources
Automated Swag Store Playbook
Covers setting up an automated swag store by connecting Printful to a HighLevel snapshot, then generating leads for the store, and using Conversation AI to handle customer conversations automatically.
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Resources
Funnel Builder Playbook
Covers the fundamentals of funnel strategy before touching the builder: business models, the five core funnel types, and how customers move through a buying decision. Also includes hands-on lessons on associating CRM records with workflows and building interactive mini web apps for client activation.
Resources
Quick Wins 2025
A collection of quick, standalone HighLevel setup wins — from installing the Quick Wins snapshot to prospecting, voice AI, social inboxes, review management, chat widgets, QR codes, pipelines, forms, workflows, SMS, email, and the social planner. Each part stands alone, and together they build toward a complete marketing system.
Resources
The First 100 Leads Playbook
Most lead-gen advice starts with traffic. This starts with the offer, because a run that fails almost never fails at the top of the funnel — it fails because nobody decided what the hundred leads were for. Six short videos, about forty-eight minutes end to end, and a fourteen-day calendar you can actually keep.